1. SWAN ACTIVITIES SEPTEMBER 2016 UPDATE EXECUTIVE DIRECTOR REPORT

2. NEW HIRES SINCE JUNE QUARTERLY Scott Brandwein, Bibliographic Services ManagerClaudia Nickson, Bibliographic Services ConsultantCrystal Vela, Member Services ConsultantVickie Totton, Member Services ConsultantHelen Pinder, Member Services Analyst

3. SWAN PROJECTS ROADMAP ProjectMarch Q12016June Q2 2016Sept Q3 2016Dec Q4 2016 MobileCircWent LiveTraining SVARolling OutWent Live BLUEcloud VisibilityAwaiting IndexingIndex Adjusted, waiting on 2016.10 upgrade BLUEcloud CatalogingPilot: 5 SWAN cataloging libraries Awaiting SD development Credit Card SwipesPilot: Oak LawnProPay BookMyne PlusPilot: Hinsdale, La Grange, Oak Park Awaiting BC Central 2016.03 Now awaiting BC Central 2016.08 Enterprise Profiles & Rooms Training Pilot: TinleyOn hold Enterprise EBSCO EDSProgress ReportTesting & OA enabled 10/18 Possible Go-Live BLUEcloud AnalyticsProgress ReportTraining AnnouncedTraining Symphony OutreachPilot: LansingProgress Report Symphony 3.5.1 UpgradeCompleted Strategic Partnership Program (SPP) Introduction Social Library (Facebook Integration) Pilot with DUXProgress Report Portfolio (digital collections)Progress ReportPilot & Progress Report

4. SIRSIDYNIX PRODUCT ROAD MAP

6. SYMPHONY 3.5.1 SP1 UPGRADE COMPLETED July 11 & Required Symphony Workflows Client Update Over Weeks Following A few specific advantages to the new Symphony 3.5.1.1 version include the following:  Inventory Item Wizard no longer incorrectly updates the Last Activity Date of an item  Signature pads now support additional languages, including Spanish and Polish, based on the patron’s set language preference  WorkFlows client runs on an updated Java JRE, improving security and reliability of the application  WorkFlows toolbars have additional font and icon sizing settings for better visibility

7. SIRSIDYNIX SYMPHONY ROAD MAP

8. On July 22, SWAN hosted our first annual user event, the Summer SWANstravaganza, at Moraine Valley Community College.  197 attendees  17 sessions were led by library community members  5 vendors showcased their services  Download presentations https://support.swanlibraries.net/documentation/swanstravaganza 76 respondents completed our nine-questions survey, revealing the following feedback:  The quality of the event’s speakers was rated 3.72 out of 5 stars  The quality of the venue was rated 4.64 out of 5 stars  The quality of the food was rated 3.93 out of 5 stars  The overall satisfaction of the event was 3.86 out of 5 stars  Respondents rated 4.07 out of 5 stars on average that they would attend this event again in the future 1 ST ANNUAL SWAN USER EVENT

9. 576 Staff Logins Created Hands-on classes now open for registration RAILS Burr Ridge Training Lab: limit 15 seats Registration through Library Learning (L2) 1 Library representative per session 16 training classes for Analytics starting September 28 th (Wednesday) through January 25 th See August 30 SWAN E-Newsletter or L2 http://www.librarylearning.info/tags/?BlueCloud+Analytics BLUECLOUD ANALYTICS CLASSES ANNOUNCED

10. UPCOMING USER GROUP MEETINGS SWAN Acquisitions User Group Meeting  RAILS Burr Ridge  Tuesday, October 25, 2016 (9:30 AM - 12:00 PM) SWAN Serials User Group Meeting  RAILS Burr Ridge  Thursday, November 10, 2016 (9:30 AM - 12:00 PM) SWAN Circulation User Group meeting  RAILS Burr Ridge  Thursday, December 8, 2016 (9:30 AM - 12:00 PM)

11. Version 4.5.0.1 Format Facet enabled July  Now based on bib 590 field  Eliminated Item Type facet Hoopla Integration enabled August  19 libraries New Facet Planned  Fiction/Non-fiction books ENTERPRISE UPDATES

12. SIRSIDYNIX ENTERPRISE ROAD MAP

13. Coming Soon  Postcard for patrons  Library staff distribute  Sign-up for How would you make the library catalog better?  Online Survey  Patron meetings follow ENTERPRISE USABILITY STUDY PROGRESS

14. EBSCO EDS is the search engine Enterprise displays results Each SWAN Library with Online Subscription resources now has “Development” Enterprise profile to begin staff-only evaluation OpenAthens  Patron authentication  Activating October 18 in Dev Profiles  OpenAthens webinars planned ENTERPRISE “ARTICLE SEARCH” PROGRESS

15.  Similar to EZproxy (OCLC product) but more powerful  Allows patrons to authenticate with barcode & PIN  Tracks usage  Can create remote proxy URLS  Every SWAN Library will have an OpenAthens account (included in SWAN Membership)  Your existing online resources (Gale, etc) will be ready in OpenAthens  Library staff Webinars with SWAN & EBSCO being arranged for early October WHAT IS OPENATHENS?

16.  Authenticate once, not per link or resource  Good for patron session for all other resources WHAT IS OPENATHENS?

17.  Facebook Library Search integration  Now activated  Testing with DUX Advisory Group  (Algonquin Area Public Library pictured) SOCIAL LIBRARY PROGRESS

18.  Partnership between SirsiDynix & Zepheira  All SWAN Libraries now in Zepheira’s “Linked Data” website  Zepheira presented at July User Event  Updates to software August & October  Search providers starting to index our data  DUX monitoring & testing BLUECLOUD VISIBILITY

19. BLUECLOUD VISIBILITY SIRSIDYNIX ROAD MAP

20. BLUECLOUD COMMERCE & EMV READERS “ProPay is committed to delivering the ability for our merchants to process EMV chip and signature transactions in 2016. We are currently in the process of upgrading our systems to be able to communicate with EMV chip and signature “We anticipate announcing our chosen desktop EMV chip and signature hardware solution late in 2016 with target delivery in the first half of 2017.”

21. PORTFOLIO PROGRESS Digital Asset Tool Online Integration with Enterprise CONTENTdm connector SWAN staff undergoing training  Joseph Miller, Special Projects Coordinator Pilots planned Update at December Quarterly

22.  SWAN E-News  Now bi-weekly  Sign-up on Support Site  Catalog Users Email List  More email groups planned SWAN COMMUNICATION UPDATE

23. SIRSIDYNIX STRATEGIC PARTNERSHIP PROGRAM SirsiDynix Strategic Partner Program (SPP) is customer participation in new feature discussions, user centered design and product direction  Customers get involved in providing feedback on features earlier in development cycle while there is still time to incorporate feedback into product  SPP ‘initiatives’ can be tied to specific product releases or can focus on a general topic  Initiatives are focused on key features of an upcoming release  Invites customers to participate and provide valuable feedback  Volunteer customers are included in initiative activities SWAN libraries can participate! More information on SPPs will be shared in upcoming SWAN E-News

24. UPCOMING AND CURRENT SIRSIDYNIX STRATEGIC PARTNER PROGRAM CYCLES INCLUDE Enterprise/Portfolio Development SPP (newly formed, meeting on a monthly basis) BLUEcloud Staff Client SPP (BLUEcloud Cataloging and BLUEcloud Circulation) BLUEcloud Patron Products (BLUEcloud PAC, BookMyne and Social Library) BLUEcloud Analytics Information Central and BLUEcloud Analytics Report Community BLUEcloud Mobile Circulation BLUEcloud ListsBLUEcloud Acquisitions BLUEcloud eResource Management SSTRSPP—Short Search Term Relevancy Horizon/Enterprise Discussion RDA Collaboration and Discussion General Documentation Initiative

25. QUESTIONS Aaron Skog 630-326-7022 aaron@swanlibraries.net