June 7, 2012

 Projects completed March 2012 – May 2012  Plans for the next three months  IUG Conference  Evergreen Conference  Heartland consortia merger update  PrairieCat migration update

 Enabled feature for PIN reset via  Acquisitions Two-day Workshop  SWAN Member Services  Innovative Trainer on-site, hands on lab  Quick Click pilot: automation of brief records  Facilitated by Tony Siciliano & Application Coordinator  Baker & Taylor: Elmwood Pk & Oak Pk  Brodart: Oak Lawn

 Acquisitions Workshops:  Innovative trainer on site for two days  Hands on, “triage”  For current SWAN Millennium Acquisitions libraries  Kate Boyle, SWAN Member Services contacted libraries  Pilot Quick Clicks  Ability for brief records to automatically enter SWAN’s bib data  Established toe-hold with Baker & Taylor  Title Source 3 “grid” configuration a BIG component

 Continuing education for circulation  Led by circulation staff “mentors”  Panel discussions  The dates are listed in L2 under the tags “get smart” and are open for registration: 1. The A Team: At the front desk 2. Mythbusters: Behind the scenes 3. Let's Make a Deal: Customer Service 4. One Step Beyond: How does SWAN do that?

 Video created by mentors in the Get Smart Program  Behind the scenes at SWAN, delivery  June 6 th : Downers  June 11 th : Homewood  Look on L2 “GET SMART”

ENCORE 4.1 UPGRADE  COBALT  Cleaner  2 columns instead of 3  “Items available” improved

ENCORE 4.1 UPGRADE  Advanced Search  Sets SWAN up for “consortia enhancements”  Synergy & Instances

 SWAN Member Services will solicit feedback from SWAN membership  Running on “staging” area of our Production  Need to explore how barcode & PIN can be saved within browsers  SWAN will create video screencasts that you can use for patrons & staff Note Above: Staged Test of My Account Barcode is no longer “masked” allowing browser forms to save BC# & PIN

 Current: SWAN EZProxy  Issues with “Token ID”  Difficult to troubleshoot  Uses last name as password  New: SWAN Patron API  Better OverDrive support  PIN synchronized with Millennium My Account PIN  The catch: all libraries must use PIN, or no password

For Membership: Create & View Existing Tickets for Your Library FAQs too!

 Synchronizes with L2  Same as your L2 account password  Will create tickets by too

 Members Website  Drupal  L2 acct & passw sync  Mock up created by RAILS website consultant Bellcow  Next Steps  SWAN staff input  Member feedback  Migrate content from MLS website

 Millennium Print Template workshops  (R2009B feature)  June 13: Acquisitions  June 22: Circulation  Hands on in Burr Ridge training lab

 Setting up SWAN to have its employees  Payroll service  Insurance  Retirement  Health benefits  Employee manual  Policies (holidays, sick time, etc)  Deadline June 30 th  SWAN Personnel/Finance Committee  Jamie Bukovac  Jeannie Dilger-Hill  Rich Wolff

 Sierra  1 library live in March  Millennium Release “Next” (no date yet)  “Card expiring soon” notices  “Remember me” for patrons in OPAC  Synergy  Encore Reporter  Decision Center  Text Messaging  SWAN Preparing for the future:  Data Clean-up (look for memos via SWANCom)  Meeting with vendors about text messaging  Working with Innovative for CSDirect access  ILS server research: virtualize, virtualize, virtualize

 PrairieCat go-live on Sierra set for July 5 th  Pinnacle (Plainfield Public Library, Joliet Public Library, Fountaindale Public Library, White Oak Public Library, Shorewood-Troy Public Library, and the Lemont Public Library) set for June 16th Illinois Heartland Library System (IHLS) has chosen “SHARE” as its name for merged 4 LLSAP

 Reminder: use the URL below 

 End of Executive Director report  Look for this presentation here: