1. SWAN September Quarterly Meeting Presented by Aaron Skog, SWAN Executive Director September 3, 2015

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

3. Relevancy Issues with Returned Search Results Search Training for Public Services Library Staff Reorganize Catalog Items for Better Facets & Format Icons Listening Tour Patron Usability Study Membership Questionnaire/Feedback Survey

4.  Search Result Relevancy  What are the problems?  What are the challenges?  Why does it seem that other libraries using Enterprise have different results?  What techniques can SWAN use to improve search?  What will SWAN need to request for SirsiDynix enhancement or wait for in an upcoming release?

8. Various Reasons 1. Different collections: smaller & larger (standalone & consortium holdings) 2. Default Search: “Everything” vs. “Library Search” (Your library collection vs. consortium) 3. eResource Central eBook results intermingled 4. MARC Mapping (reason with LINC)

9. SWAN ENTERPRISE 4.3 CURRENT SWAN TEST ENTERPRISE 4.3 ADJUSTED MAP (LINC VERSION) https://swanlibs.ent.sirsi.net/client/en_US/ins/search/re sults?qu=dead+wake&rw=12&te=ILS https://swanlbtst.ent.sirsi.net/client/en_US/ins/search/results? qu=dead+wake&te=

10. SWAN ENTERPRISE 4.3 CURRENT SWAN TEST ENTERPRISE 4.3 ADJUSTED MAP (LINC VERSION) Search on dead wake, INS Enterprise profileSearch on dead wake, INS Enterprise Test profile

11. INDIAN PRAIRIE EXAMPLE: CURRENT  https://swanlibs.ent.sirsi.n et/client/en_US/ins/search/ results?qu=dead+wake&rw =12&te=ILS INDIAN PRAIRIE EXAMPLE: SWAN TEST MARC MAP  https://swanlbtst.ent.sirsi.n et/client/en_US/ins/search/ results?qu=dead+wake&te =

13. Ranked & Sorted Process Relevancy based on Search Performed & Results Gathered Search Index Author Index created on all 1.5 million bibs using MARC map MARC map Example “Author” Or “Title” Selected MARC fields 240 245 etc Bibliographic record MARC fields

17. Enterprise 4.5 Relevancy Improvement  To make the publication date more relevant to search results, Enterprise now considers only the first four decimal places of the relevance scores when sorting results.  This means that there will be more identical relevance scores. Since results with identical relevance scores are sorted primarily based on which has the most recent publication date, this change will result in more results being sorted by their publication dates.  Additionally, in results that have a date range of more than 100 years, the publication date normalizer has been changed to include the most recent publication dates instead of the oldest.

18. Enterprise 4.5 You can now include the Vendor for eResource Central items in the search results and detail displays. This field can also be used as a facet which allows patrons to search for digital items by vendor. New eRC Vendor Facet

19. New Modern Theme New optional theme, with vast improvements to stylesheets for new and existing themes

20. Enterprise 4.5 Libraries can now choose to give patrons the option to edit their patron information (email, phone number, etc.) through My Account This eliminates the need for staff involvement when these fields are changed New Patron Edit

21.  SWAN now has Enterprise 4.3 Test instance  Modifying MARC maps  Data source is from SWAN Symphony Test clone of production server  Manipulate data, experiment  Enterprise 4.5 to be released before end of Sept  SWAN is in early queue for 4.5 Enterprise Test Instance  We study results  SWAN Enterprise upgrade to public would follow

22. Customers of SirsiDynix User Group, Inc. (COSUGI) Consortia Special Interest Group (SIG)Strategic Partnership Program (SPP)

23. Training for Public & Youth Services Staff  Topics – Searching in Enterprise, giving feedback, eResource Central, also Workflows  Locations – multiple locations across the membership  Trainers – DUX members & SWAN staff  October start with repeating classes afterwards

24.  Group Focused on Enterprise  Rebecca Malinowski – SWAN Special Projects Coordinator  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

25.  Current Situation  Enterprise search facets related to Format & Item Type are confusing  Format icons related to search results are inconsistent  What can SWAN do to improve this?

26. 1 st Wave: April - May  98,000 items fixed  More egregious  DVDs in Special collections  Books in 8mm Film 2 nd Wave: June - Aug  162,000 items fixed  DVD & Blu-Ray  Box Sets  Volume field data  Specific Library requests (Large Type, Location, Item Category, etc.)

27. Example DVD Format Icon on a Blu-Ray edition with a mix of DVD & Blu-Ray holdings

28. Format Facets Solution Steps Outline 1. Continue with Item Category 1 field (currently) 2. Enhance the Item Category 1 Field (SWAN staff populate based on Item Type) 3. Hide the Item Type facet Format Icon Solutions Under Research  Switch to Bib tag $590 local SWAN consortium format note (affects 5 cataloging libraries & Bib Services work)  Continue with Format Facet based on Item Type, Improve with Data Reorg  Use MARC Fixed Field Tag (default setting)  Use Item Category 1 Field to feed the format type, requiring Data Reorg

29.  Aaron Skog & Rebecca Malinowski get out to various library locations  Identify what is good & bad in Enterprise (we don’t want to break what is working in an attempt to fix what is not)  Review training & SirsiDynix support website  Group work on ideal search results  We need examples! Send them to help@swanlibraries.net

30. “How has your experience with searching changed?”

31.  Gather Search Experience Good & Unexpected  Symphony & Enterprise  Item Category Formats  Ranking/Interest in New Features  Social Library  Buy It Now  Portfolio  Outreach  E-books in Symphony

32.  Feedback  Timeline: 3 months – End of December  Steady improvement over 3 months  Enterprise 4.5 Upgrade  Training & Library Visits  Data Reorg Major Work

33. Yes! Willing to Participate April – Sept 2015 1. Acorn Public Library District 2. Alsip-Merrionette Park PLD 3. Bedford Park Public Library District 4. Bellwood Public Library 5. Berkeley Public Library 6. Berwyn Public Library 7. Blue Island Public Library 8. Bridgeview Public Library 9. Broadview Public Library District 10. Brookfield Public Library 11. Calumet City Public Library 12. Calumet Park Public Library 13. Chicago Heights Public Library 14. Chicago Ridge Public Library 15. Cicero Public Library 16. Clarendon Hills Public Library 17. Crestwood Public Library District 18. Crete Public Library District 19. Dolton Public Library District 20. Downers Grove Public Library 21. Eisenhower Public Library District 22. Elmwood Park Public Library 23. Evergreen Park Public Library 24. Flossmoor Public Library 25. Forest Park Public Library 26. Frankfort Public Library District 27. Glenwood-Lynwood Library District 28. Grande Prairie Library District 29. Harvey Public Library District 30. Hillside Public Library 31. Hinsdale Public Library 32. Hodgkins Public Library District 33. Homewood Public Library District 34. Thornton Public Library 35. Justice Public Library District 36. La Grange Park Public Library District 37. La Grange Public Library 38. Lyons Public Library 39. Markham Public Library District 40. Matteson Public Library 41. Maywood Public Library District 42. McCook Public Library District 43. Melrose Park Public Library 44. Midlothian Public Library 45. Indian Prairie Public Library District 46. Northlake Public Library District 47. Oak Lawn Public Library 48. Oak Park Public Library 49. Palos Heights Public Library 50. Palos Park Public Library 51. Park Forest Public Library 52. Richton Park Public Library District 53. River Forest Public Library 54. River Grove Public Library District 55. Riverdale Public Library 56. Riverside Public Library 57. Schiller Park Public Library 58. South Holland Public Library 59. Steger-South Chicago Heights Library District 60. Stickney-Forest View Library District 61. Summit Public Library District 62. Thomas Ford Memorial Library 63. Tinley Park Public Library 64. University Park Public Library District 65. Westchester Public Library 66. Westmont Public Library 67. William Leonard Public Library District 68. Woodridge Public Library

34. Waiting Until Sept 2015 1. Beecher Community Library District 2. Nancy L. McConathy Library District 3. North Riverside Public Library District 4. Prairie Trails Public Library District 5. Worth Public Library District Not Participating (Special & College Libraries Exempt) 1. Brookfield Zoo Library 2. Morton Arboretum (Sterling Morton Library) 3. Prairie State College Library 4. South Suburban Community College Library

35. Based on PrairieCat & RSA data, SWAN might see the following Pickup Anywhere will be popular but not overwhelming Larger libraries in SWAN could expect 7% of holds to be Pick Up Anywhere Smaller libraries might see a larger percentage

36. Total SWAN Holds Pick Up Anywhere HoldsPercent May121,8724,7743.92% June133,4895,5354.15% July135,0685,7414.25%

37. SWAN Library May - July Total Holds May - July Pick Up Anywhere Holds % of Total Holds May - July ADS 5,345 1673% AMS 4,585 972% BBS 67 100% BCS 1,728 191% BFS 9,906 2603% BIS 4,150 2275% BKS 1,738 382% BPS 591 10418% BRS 1,481 1329% BVS 1,580 22414% BWS 2,074 553% BYS 8,842 3364% BZS 78 11%

38. SWAN Library May - July Total Holds May - July Pick Up Anywhere Holds % of Total Holds May - July CAS 351 93% CCS 2,862 1766% CHS 1,656 302% CIS 5,231 641% CNS 2,634 1425% CRS 3,875 2617% CTS 4,292 1584% CWS 1,748 453% DGS 30,365 3961% DOS 1,064 313% EPS 5,956 731% ESS 10,684 1491% EVS 3,424 572%

39. SWAN Library May - July Total Holds May - July Pick Up Anywhere Holds % of Total Holds May - July FBS 8 8100% FMS 4,913 82817% FPS 4,513 2656% FRS 11,238 220% GAS 95 100% GPS 3,178 1545% GWS 2,613 944% HAS 792 71% HDS 10,160 4194% HKS 1,140 817% HSS 1,330 1128% HWS 8,886 6207% ILL_LIBS 2,579 30%

40. SWAN Library May - July Total Holds May - July Pick Up Anywhere Holds % of Total Holds May - July INS 22,040 6603% JDS 607 142% LGS 8,654 5146% LPS 6,279 4117% LYS 1,769 191% MAS 47 12% MCS 492 19339% MDS 2,501 1606% MKS 592 8514% MPS 1,848 1357% MTS 4,661 1,06023% MWS 603 91% NLS 3,723 902%

41. SWAN Library May - July Total Holds May - July Pick Up Anywhere Holds % of Total Holds May - July NRS 2,159 321% OES 4,173 47311% OLS 14,268 5314% OPS 29,946 9403% OZS 9,763 1,11811% PCS 108 55% PFS 6,882 3175% PHS 5,496 4879% PPS 1,732 463% PSS 514 275% PTS 4,668 782% RDS 612 183% RFS 5,700 1733%

42. SWAN Library May - July Total Holds May - July Pick Up Anywhere Holds % of Total Holds May - July RGS 2,363 331% ROS 31 516% RPS 2,209 1185% RSS 4,976 992% SAS 581 102% SFS 2,329 1306% SHS 4,833 3307% SPS 1,349 111% STS 1,687 563% SVS 1,039 363% SWS 499 265% TBS 190 100% TFS 7,129 1332%

43.  Information on Pick Up Anywhere: look under the Statistics on the SWAN support website  Statistics spreadsheet download https://support.swanlibraries.net/content/pick-anywhere

44. Impact weekly: 1 to 8 patrons participating (depending on library) SWAN now open to adding or removing participants Send questions or requests to help@swanlibraries.net help@swanlibraries.net

45.  BLUEcloud Commerce  SVA Pilot  MobileCirc Pilot  Uptime Report

46. Work to Date  SirsiDynix formed New Development Team  Justin Swain made BLUEcloud Commerce Product Manager  Bugs squashed  ProPay created new APIs, to be released to SD  BLUEcloud Commerce Development Team expects new BC Commerce release end of Sept/early Oct

47. Swipes Pilot  On Hold with Alsip-Merrionette Park Public Library District  SWAN researching swipe devices  Payment Card Industry (PCI) standards affect swipe hardware  Mag stripe swipes expected to remain  “Chip & PIN” EMV roadmap from ProPay http://www.propay.com/emv http://www.propay.com/emv

48. What is this October 2015 EMV deadline that I am hearing about?  “liability shift” to occur in October 2015  If EMV could have been used to prevent a fraudulent transaction, but was not, the liability for the transaction would lie with the “non-EMV compliant” entity. It is important to remember that the liability shift does not impact card-not-present environments. There is no mandate for either issuers or merchants in regards to EMV. What does card-not-present mean? A card not present transaction is a card payment transaction where the cardholder does not or cannot physically present the card for a merchant's visual examination at the time that an order is given and payment effected (e.g. mail-order transactions by mail or fax, orders over the telephone, or online orders over the Internet).

49. Will my old magnetic stripe card reader still work? Yes Will cards issued after October 2015 only have a chip and no magnetic strip? Payment cards will be issued with the magnetic stripe at least in the foreseeable future. The magnetic stripe serves as a fallback in case of technology failure. If, for some reason, the terminal is unable to read the chip or the chip becomes non-functional, the magnetic stripe will allow the merchant and the consumer to continue transacting. What will the cost be of ProPay’s EMV card readers? The EMV card readers will retail between $59.95 and $69.95 when available.

50.  Woodridge Staff Pilot  Currently wrapping staff pilot  Feedback provided by Woodridge Staff ▪ Re-think message script wrapper to accommodate Pick Up Anywhere ▪ Investigate alternate, clearer voice ▪ Investigate options for opt-in/opt-out ▪ Several issues with call-in menus, not an ideal utility for patrons, but workable ▪ Renewals are generally slow and/or difficult to process (depending on method) ▪ Non-numeric PIN is not accepted for authentication  Woodridge Patron Pilot  Tentatively scheduled for mid-September ▪ Resolving several feedback requests prior to initiation  “Print” preference patrons will be set to “Phone”, as default, for the purpose of the pilot ▪ Woodridge will be observing an opt-out program for their patrons during the pilot phase

51. 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

52.  Tablet ▪ Apple iPad Mini 16GB (Newest Generation) ▪ $340 on AmazonAmazon  BlueTooth Printer ▪ Star Micronics SM- S220i ▪ $310 on AmazonAmazon ▪ 2 ¼ x 50’ Thermal Paper (50 Rolls) ▪ $19 on AmazonAmazon  Barcode Scanner (2D) (Optional) ▪ Socket Mobile 7Qi CX3308 ▪ $365 on AmazonAmazon  Barcode Scanner (1D) ▪ Socket Mobile 7Ci CX2870 ▪ $202 on AmazonAmazon

55.  WorkFlows/Symphony Server  June 29 th (1.5 hours unplanned) ▪ Local network issue involving configuration anomalies with SonicWalls  June 29 th (1 hour planned, after-hours) ▪ To resolve local network issue / SonicWall configuration anomalies  July 21 st (30 minutes unplanned) ▪ Local server file partition unexpectedly exceeded the maximum allocation due to a high volume of report testing  July 29 th (1 hour planned, after-hours) ▪ To resolve a server operating system issue and allocate storage resources recovered from Innovative server retirement

56.  Enterprise OPAC Server  June 22 nd (15 minutes unplanned) ▪ In relation to a Tomcat system error on SirsiDynix’s Enterprise SaaS servers  July 8 th (30 minutes planned, after-hours) ▪ Troubleshooting / implementation of a fix for BookMyne issues  July 29 th (1 hour planned, after-hours) ▪ In relation to planned Symphony server outage where storage space was reallocated  August 5 th (15 minutes unplanned) ▪ In relation to an unknown error on SirsiDynix’s Enterprise SaaS servers  August 7 th (15 minutes unplanned) ▪ Login issue in relation to a SSL authentication issue between the Symphony and Enterprise SaaS server  August 27 th (1 hour unplanned) ▪ Related to a network configuration issue with local provider, ICN – affected all LLSAPs

58. Where are we?  the Neutral Zone  Very fluid period  Answers will not be apparent  Transition process  Does not end with Go-Live in April ‘15  Replacing old habits with new ones  Period to Review policies & procedures  Adjust staff response time & commitments William Bridges: 3 Phases of Transition

59. Aaron Skog, aaron.skog@railslibraries.info