SWAN Committee of the Whole Meeting Presented by Aaron Skog, SWAN Executive Director August 11, 2015

 Post-Migration Update  Training Opportunities  Known Issues, Updates  What’s Coming Up  Request for Membership Feedback

 May Committee of the Whole Meeting & June Quarterly Meeting  How library data is displaying in Enterprise  Process for data cleanup & ongoing entry  Meaningful statistical reports for libraries  Quality of Enterprise search results

 Group Focused on Enterprise  Anthony Andros – Tinley Park Public Library  George Kalinka – Woodridge Public Library  Keisha Hester – Calumet City Public Library  Michaela Haberkern – Hinsdale Public Library  Molly Bitters – Eisenhower Public Library  Nicole Wilhelms – Downers Grove Public Library  Suzy Wulf – Indian Prairie Public Library  Meetings held June 4 & July 9  Created list of 18 topics

DUX Enterprise Changes  With My Account, patrons now see the word “Alert” instead of “Delinquent”  (Note: “Delinquent” still appears in WorkFlows for staff use)  The word “Stacks” has replaced “Standard Shelving Location”  NYT Times Bests Sellers: Find In My Library now searches Author/Title instead of ISBN: this allows multiple formats to display  “available” number count was removed from the hit list and we are working on removing it from the tab  did not accurately reflect what was available on shelf (included reference and other unavailable locations) and the two numbers didn’t always match

Find In My Library now searches Author/Title instead of ISBN: this allows multiple formats to display

 Discussed adding Item IDs to My account: Recommended against as it looked cluttered and potentially confusing  MARC 780/785 addition to display – in progress Next Meeting: Aug 13 Reviewing other library and consortium hit list displays to compare and evaluate

 Symphony Reports Workshops: 5 offered  2 completed  Upcoming August 13 & 17, with August 24 just added!  BLUEcloud Analytics workshops planned for October  Symphony Guts Workshops: 3 of 5 completed, including Webinar  User Group Meetings held  Cataloging  Acquisitions  Serials  Circulation

Symphony Guts Training  Inner workings of SirsiDynix Symphony  Tables  Policies  Reviewed best practices for selecting item types, item categories  Overview of resources available on the SWAN support site and the SirsiDynix Support Center  Staff across all departments of the library, including circulation supervisors, technical services supervisors, and reference staff

 Cataloging Users Group Topics  Revised data entry standards  Reduce duplicate pre-cat records  Plan to standardize Item Types: begin immediately  Revisions to the Circ Map & Remapping Item Types  3 Hands-on workshops announced by Bibliographic Services  Data entry standards for “pre-cats”  Completed 2 workshops (30 staff)  August 18 (FULL: 15 seats)

 New to the SWAN Support website  Known Issues  FAQ

 Enterprise  Search ▪ Authority Cross-references Not Found in Enterprise ▪ Ignore Initial Articles ▪ Facet "View All" Option ▪ Library and Location as "UNKNOWN" on Very Large Serials Records ▪ Library search limit not respected when additional limits are applied  My Account ▪ Renewals and Holds on Mobile Devices ▪ Checkout History Truncates ▪ BC Commerce payments not updating properly in Workflows  eResource Central ▪ 3M checkouts by unauthorized users ▪ Available Axis 360 holds not showing in My Account

 Symphony Workflows  Holds ▪ Blanket Holds are prematurely filled ▪ Copy Level holds do not follow queue when the Reorder Holds Queue Wizard has been used  Searching ▪ Browse Searching Not Landing on Correct Heading  Cataloging ▪ Public Notes ▪ Volume Analytic Added When Unwanted ▪ Deletions and Error Messages

General Symphony WorkFlowsAcquisitionsCatalogingCirculationEnterpriseeResource CentralOffline CirculationSerials3rd Party Vendors

1. 6/22 Enterprise outage 5pm – 5:18pm 2. 6/29 Symphony Outage due to SWAN Network issue 11am – 12:20pm: not a Symphony problem 3. 7/8 Planned Enterprise BLUEcloud Commerce outage 9pm – 11pm: performed to fix BookMyne 4. 7/21 Symphony unresponsive: server resource issue 3:45pm – 4:00pm 5. 7/23 WorkFlows index msg “Heading not found” resolved 6. 7/29 Planned outage to work on Symphony server 9pm – 10:20pm allocating more Symphony server resources (Millennium server retired) 7. 8/5 Enterprise outage 7:45am – 8:00am: SirsiDynix SaaS team detected problem and restarted SWAN Enterprise 8. 8/7 Enterprise logins outage 4pm – 4:14pm 9. 8/7 OverDrive content problems in eResource Central (current)

Announced June 4  Symphony holds allowed  Enterprise holds blocked  Non-SWAN RB and Chicago patrons can in the My Account area of Enterprise:  Change their PIN, Set preferences, Setup text messaging, View checkouts, Renew items if eligible for renewal, Cancel holds, Change Pickup point (only to those libraries that have opted in to “Pickup Anywhere”), Suspend holds, Un-suspend holds, and View fines  The only thing they can’t do is place a hold!

BookMyne for iOS & Android  Previewed BookMyne app at June Quarterly  Resolved all issues, announced July 17  SWAN released a “Quickstart Guide”

BookMyne + (Plus) Pilot with La Grange Library BookMyne+ is in the research stage SWAN staff are gathering additional information from SirsiDynix as well as working with our pilot library Identifying La Grange needs

Completed training with SirsiDynix SWAN IT added additional security to connection for privacy First month use: Checkouts on bike User Search Add user Renew by User Issues encountered Spotty WiFi on streets iPad Mini camera not good Next Steps Holds Pull List Item Status Inventory features Bluetooth Scanner

BLUEcloud Commerce updateSVA pilot with WoodridgeEnterprise EDS & Enterprise 4.5BLUEcloud Analytics workshops Oct

ProjectJune Q2 2015Sept Q3 2015Dec Q BLUEcloud CatalogingProgress Report BLUEcloud AnalyticsProgress Report Enterprise Profiles & Rooms TrainingAnnounce Classes Enterprise 4.5May/June Upgrade EBSCO EDS (needs Enterprise 4.5)Progress Report BookMyne “+” PilotProgress Report MobileCirc PilotProgress Report Strategic Partnership Program (SPP)Report SVA PilotUpdate on pilot Credit Card Swipes Pilot*DELAYED* awaiting softw fix Pick Up AnywhereReport Social Library (Facebook Integration)Progress Report LDAP Login IntegrationProgress Report Symphony Site AdministratorsProgress Report Portfolio (digital collections)Progress Report

 Use Committee of Whole & Quarterly to engage in feedback with SWAN Board & staff  Consider SWAN staff for library in-service days

Aaron Skog,