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

2. 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

3.  Improve Search Result Relevancy  We identified examples of the search problems  We attacked the problems within our Enterprise test environment  All changes & upgrades made November 19

4.  Designed by DUX  Request to bring problematic searches  Hands-on, computer lab  Open to anyone  To date: 3 computer lab sessions  Downers Grove Public Library  Eisenhower Public Library  Oak Lawn Public Library  Tinley Public Library

5. Please rate your comfort level using Enterprise as your primary discovery tool. I am more confident using Enterprise than I was before participating in this discussion.

6. CURRENT: 2 FACETS – FORMAT & ITEM TYPE PLANNED: SINGLE FORMAT FACET (OTHER TWO WILL BE REMOVED)

7. 8 million items 119 Item Types 29 Formats New Format Facet 8 million items are now in 119 Symphony Item Types Item Types now are more “format” focused Each Item Type will be mapped to 1 of 29 Formats Every Symphony Item will use Item Category “1” for Format

8. This requires modifying potentially 1.5 million bibs or 8 million items SWAN has requested assistance from SirsiDynix on this massive data change Includes Adding Fiction/Nonfiction facet

9.  Completed meetings with library managers & public services staff  Eisenhower Public Library  Midlothian Public Library  Tinley Park Public Library  Elmwood Park Public Library  River Forest Public Library  Palos Heights Public Library  Westmont Public Library

10.  Final Enterprise Listening Tour Meetings  Open to all library staff  Berwyn Public Library January meeting  Glenwood-Lynwood Public Library January 29 at 9:30AM  Will be announced for Library Learning registration (L2)

11. Proposals received from 3 companies SWAN Board selected preferred Aaron is having a discussion with SirsiDynix on cooperation Study to be conducted after majority of Enterprise updates are completed Deliverables could include video, wireframes, stylesheet, and Solr configuration recommendati ons

12. We sent out 3 surveys to gather opinions on some Enterprise changes  Search targets  Search fields  Facet names  Facet formats

13. PRIORUPDATED

14. Upgrade from Enterprise version 4.3 to 4.5Search target menus changedNew MARC maps implementedNew eResource Central Facets Renamed

15. Sorting If a search limit is applied (ex: Downers Grove Public Library) and a user attempts to sort results by anything other than relevancy, no results are displayed. Fixed in Enterprise 4.5.0.1. Novelist and Tabs When Novelist and Tabs are enabled, the copy information does not reliably display in the detailed display view. Tabs and Novelist are currently disabled. SWAN has a case open with SirsiDynix. Search Box overlaps with buttons We originally thought this might be related to IE9 and the upgrade, but it is appearing on other browsers as well. May also be fixed in 4.5.0.1. Not sure if it’s the same issue or a CSS issue. [Researching reported software bugs] eResource Central Ongoing sync issues. Not all libraries will see vendor facet until a new sync can be run. SWAN has a case open with SirsiDynix.

16. VMWare snapshot confusion, resulted in brief reversion of data October 8 th (30 minutes unplanned) Long-running maintenance report required system downtime to complete November 2 nd (40 minutes unplanned, before-hours) VMWare snapshot confusion, no data loss November 11 th (30 minutes unplanned) Long-running maintenance report required system downtime to complete December 2 nd (30 minutes unplanned, before-hours)

17. Related to a runaway Enterprise system process September 9 th (1 hour unplanned) Related to a runaway Enterprise system process September 10 th (30 minutes unplanned) Related to a runaway Enterprise system process September 12 th (30 minutes unplanned) Related to a runaway Enterprise system process September 12 th (30 minutes unplanned) Related to a runaway Enterprise system process September 13 th (30 minutes unplanned) Web Services outage for planned SSL configuration update October 8 th (30 minutes planned) SaaS Server TomCat Service Issue November 16 th (10 minutes unplanned) Enterprise upgrade to version 4.5 November 19 th (12 hours planned) Web services installation of version 2015.10.1 November 25 th (1 hour, planned)

19. Contact help@swanlibraries.net with inquiries regarding SonicWall/VPN configurations, WorkFlows application issues, peripheral configurations, SIP2 and vendor connectivityhelp@swanlibraries.net Call 630.734.5153 for tunnel/VPN and server outages Unique Management Services handles high call volumes and off-hours support Off-hours emergency calls are routed appropriately and receive follow-up within an hour Internal network issues (cannot connect to printer or network drives), general desktop support, wide-scale internet outages should be directed to local IT technicians and Internet Service Providers

20.  Enterprise work continues  Software Pilots  Training Opportunities  Preparation for Franklin Park Public Library & Lansing Public Library joining in Q2 2016

21.  DUX recommendation  SirsiDynix customization  Home library profile display  “View More Copies” opens Detailed Display of title

22.  DUX recommendation  SirsiDynix customization  Detailed Display to include the “Availability”

23. Detailed Display Results Need to shorten the length content length in detail display Investigation underway

24.  MobileCirc: Oak Park  Testing at events outside library  Using iPad within hold retrieval  SVA: Woodridge Public Library  Live for patrons November 2 nd  Credit Card Payment Swipes: Oak Lawn  ProPay magnetic swipes

25.  Planned for February 2016  Bring your Library tablet (iPad or Android)  SWAN will install the app  Assist with laser scanner and print setup  Conduct training on various functions

26. Tablet Apple iPad Mini 16GB (Newest Generation) $400 on AmazonAmazon BlueTooth Printer Star Micronics SM-S220i $310 on AmazonAmazon 2 ¼ x 50’ Thermal Paper (50 Rolls) $20 on AmazonAmazon Barcode Scanner (2D) (Optional) Socket Mobile 7Qi CX3308 $400 on AmazonAmazon Barcode Scanner (1D) Socket Mobile 7Ci CX2870 $200 on AmazonAmazon

27. Planning underway with Circulation Mentors group Circulation Staff January 14 Burr Ridge Computer Lab Limited to 15 seats (will add classes) Classes to be offered quarterly Technical Services Staff: Pre-Cat Data Entry Hands on Burr Ridge Computer Lab No dates set yet Public Services Staff: Workflows Search & Essential Skills

29. Projects underwayMore details at March Quarterly meetingLansing April 19 Go-liveFranklin Park May 10 Go-live

30. Where are we?  the Neutral Zone  Very fluid period  Answers will not be apparent  Transition process  Did not end with Go- Live in April 14, 2015  Replacing old habits with new ones  Period to review policies & procedures  Adjust staff response time & commitments William Bridges: 3 Phases of Transition

34.  SirsiDynix Support Center  Training Documents  SirsiDynix Mentor 2.0  New engine  Unlimited Access to Pre- recorded Content  Self-paced  Need login? Email help@swanlibraries.net

35. FIRST EVER FULL SWAN MEMBERSHIP MEETING FRIDAY JULY 22 SAVE THE DATE Moraine Valley Community College Accommodation for 350 Attendees Breakout Sessions in Classrooms Hands-on Computer Lab Training 64 Seats! Strategic Planning Sessions

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