1. SWAN Quarterly Update
June 6, 2019

2. June 6, 2019 Quarterly Meeting Agenda
Call to Order and Welcome (Ted)
Public Comment (Ted)
Introduction of New Library Directors (Ted)
Action Item-- Approval of the March 6, 2019 Quarterly Meeting Minutes (Ted)
Information Item – 2019 SWAN Board Election Results (Ted)
Information Item—BLUEcloud Mobile App (Tara)
Information Item -- Enterprise Usability Study: Article Search (Tara & Robin)
Information Item – SWAN Strategic Plan & Roadmap (Aaron)
Information Item – Patron Privacy & User Experience (Crystal & Steven)
Information Item -- BLUEcloud Analytics Dossiers (Dawne)
Information Item -- Cataloging Library Overview & Eisenhower Welcome (Scott)
Information Item – Book Clubs: a Holistic View (Scott, Crystal)
Announcements and Questions (Ted)

3. SWAN Board Election 3 At-Large Seats
3 Year Terms: July 1, 2019 – June 30, 2022
Dawn Bussey, Glen Ellyn Public Library Jane Jenkins, Green Hills Public Library District Robin Wagner, South Holland Public Library
Thank you outgoing board members!
Doug Losey, Hillside Public Library
Tiffany Verzani, Elmwood Park Public Library
Rich Wolff, Tinley Park Public Library
SWAN Board Election

4. BLUEcloud Mobile App Update Article Search Usability Testing
Tara Wood, User Experience Manager
Robin Hofstetter, Electronic Resources Consultant
June 6, 2019
SWAN Quarterly Meeting

5. Configuration Questionnaire
BLUEcloud Mobile
Configuration Questionnaire
Graphics Package
App Setup
Quality Control
Testing
Go Live
Configuration Questionnaire
Configuration questionnaire is complete and submitted to SirsiDynix, with the information they needed from us to set up the app. Includes the RSS feeds for your events; information needed to include your eRC collections including Overdrive, Hoopla etc.; links to your websites; and logos.
The next 3 steps are for SirsiDynix and Solus, the app developer they work with. We’ll be involved again in the Testing phase: At that point, we will have access to the administration interface, we can test the app, and start offering training for libraries who are interested.
Something to keep in mind for ‘go live’ – it takes a few days after the app is submitted to the Apple and Android app stores for it to appear. If you are marketing your app, it would be a good idea to wait until a week or so after it is in the store to make a big push.

6. Mobile Templates

7. BLUEcloud Mobile What's working Waiting on
Individual, custom library profiles
Linked cards
ISBN barcode scanning
Placing and suspending holds
Item availability
BLUEcloud mobile update (TBA, end of June target)
Improvements to stability and web services connection
eRC eBook, eAudio, eStreaming integrations review (so close!)
Unsuspending holds
BLUEcloud Commerce/fines payment integration

8. Article Search Usability Testing
What is Article Search? 
Article Search is an EBSCO Discovery Service (EDS) integration with Enterprise. Results from EDS appear in Enterprise, and users can click on results and view full text articles in the EDS interface.
All of your libraries have this subscription, and Robin has been working to tailor each instance to your individual libraries' subscriptions. For those of you that aren't live to your patrons yet, we'll soon be going live for everyone.
We wanted to investigate:
How people find these results in the catalog
How they navigate to Article Search from your library websites
How easily the are able to access full text articles

9. Article Search Usability Testing
Findings
Recommendations
It is difficult for patrons to get to Article Search from the library website
EDS works best with EBSCO products
Gale resources can be integrated but are more difficult to access
ProQuest resources cannot be integrated into EDS
Pilot projects to integrate an EDS search bar into the databases page on a library website and improve visibility in Enterprise catalogs
Investigate options with RAILS for a base package for SWAN with EBSCO
Work with EBSCO to improve linking to other vendor resources
View the usability testing report in the Quarterly packet for more details.

10. Strategic Plan Update SWAN Roadmap
Aaron Skog
Dawne Tortorella

11. Strategic Plan: 6 Objectives 2019-2023
Develop a Shared and Accurate Diagnosis of Member Dissatisfaction Around the Existing ILS and OPAC 1
Deliver on the Solutions that Can Be Readily Implemented, While Focusing on Long Term Solutions 2
Reconstitute as a Mission Driven 501c3 with Clear Representative Governance Practices 3
Increase Presence of the Patron Perspective 4
Strengthen the Collective Identity 5
Seek External Funding Options to Support the Research & Development Initiatives of SWAN 6

12. Plan Activities 2019: Q1 2019: Q3 2019: Q4 2019: Q2 2020: Q1
Form Clarity Task Force (Obj 1)
Complete Infrastructure Migration (Obj 2)
Membership Implementation Freeze (Obj 2)
Plan SWANx19 Event (Obj 5)
Article Search Usability Study (Obj 4)
2019: Q2
Offer Library Patrons Mobile Application through BLUEcloud Mobile (Obj 2)
Conduct ILS Audit (Obj 1)
Evaluate BLUEcloud Staff Interface (Obj 2)
Perform an Assessment of BLUEcloud Acquisitions (Obj 2)
Automated Delivery In-Transit Label (Obj 2)
Pilot Online Membership Forums (Obj 5)
Create a Curriculum of Training for Member Library Staff (Obj 1)
Create More Online Documentation (Obj 1)
Create New OCLC Holdings Update Process for SWAN (Obj 2)
Evaluate Organization Legal Entity (Obj 3)
2019: Q3
Negotiate Extension of SirsiDynix Agreement (Obj 2)
Create Net Promoter Score Survey (Obj 1)
Study & Offer E-Content Consortia Purchases (Obj 2)
2019: Q4
Upgrade Enterprise (Obj 4)
Assess the Discovery Platform for SWAN & Provide Recommendation (Obj 4)
Determine Community Driven Software Initiatives within FY21 Operations Budget (Obj 2)
Clarify Role of SWAN Advisory & User Groups (Obj 5)
Build “Your Library Statistics” Monthly Report (Obj 2)
2020: Q1
Replace SWAN Automated Voice Notification (Obj 2)
Plan Activities
Objectives
Click to Develop a Shared and Accurate Diagnosis of Member Dissatisfaction Around the Existing ILS and OPAC
Deliver on the Solutions that Can Be Readily Implemented, While Focusing on Long Term Solutions
Reconstitute as a Mission Driven 501c3 with Clear Representative Governance Practices
Increase Presence of the Patron Perspective
Strengthen the Collective Identity
Seek External Funding Options to Support the Research & Development Initiatives of SWAN

13. SWAN Roadmap

14. BLUEcloud Analytics Dossiers
Dawne Tortorella

15. Finding balance
Customized reports to assist libraries with specific questions (current approach) - approximately 400 reports
Statewide reporting (IPLAR & ILLINET Traffic Survey)
Analytical/snapshots for comparison across the consortium
Open templates
Welcome
Grant Halter!

26. Cataloging Library Overview & Eisenhower Welcome
Scott Brandwein

27. Cataloging Library Overview
Welcome to Eisenhower!
Requirements
Point person to acts as lead
Existing cataloging training and experience
Commitment to cataloging in all formats and languages
Commitment to following established cataloging standards
Application Process
Form
Interview

28. Cataloging Library Overview
Training and Quality Assurance
Self-paced review of SWAN standards and OCLC documentation
In-person procedural training and configuration
SWAN does not provide full cataloging training
Review process with Bibliographic Services Consultant
Inheritance
The point person is the certified entity responsible for all staff
If point person leaves the library, SWAN review determines continued membership
This process is under review
New training materials, application, and documentation later this year

29. Book Clubs: a Holistic View
Crystal Vela
Scott Brandwein

30. Book Clubs Book Club/Discussion Card Standards
Development of bibliographic recommendations for book discussion kits

31. Announcements
Ted Bodewes, SWAN Board President