1 Horizon/HIP Update SirsiDynix Symphony Update 8 May 2008

2 Overall Horizon Product Strategy Remove barriers to and HIP 3.09 – Packaging and testing of Web Reporter 1.5 – French-Canadian packaging and beta test Deliver new and enhanced “Medley” products – Products which will work with Horizon and with SD Symphony Deliver bug fixes and enhancements in and HIP 3.10 Coding for Sybase 15 & MS SQL Server 2005 and test for certification and delivery in 2009 (w/7.4.3)

3 Horizon Release version supports both HIP 3.09 and HIP – Allows all customers to upgrade. Between Horizon and there are over 350 different bug fixes. Between HIP 2.1 and HIP 3.09 there are 700 bug fixes. Delivers French Canadian language support Supports a new version of Web Reporter (1.5) Tested and certified for

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5 Circulation Improvements for Horizon The ability to print new Waiver and Transit receipts Pre-overdue notices Significant updates to the ACS SIP2 client (ESIP Server) The ability to track In Transit items Updates to MARCIN, MARCOUT, BIMPORT utilities Ability to print locally unique transaction id on payment receipts Ability for staff to determine if expiration date should change when changing location or BTYPE The ability to obscure certain borrower information on patron receipts such as “************0081” instead of whole barcode The ability to automatically limit Borrower Search limit to specific groups of agencies The Checkin Hold Fill Screen displays the true notice method ( or print) and doesn’t just default to print Fixed problem where the Pull list may fill wrong request if queue has been reordered Fixed problem where Items were aged to lost prematurely if the final notice was delivered by TeleCirc Damaged checkin on a transit request no longer corrupts data

6 Tech Services Improvements in Horizon Budget Hierarchy Report, Percent Available displayed not a true percentage Creating PO from Distribution pattern results in some line items being dropped. Use of colon, plus sign, question mark, or single quotation mark (:, +, ?, ') in the Vendor Note can cause issues with the Edifact file being properly generated. Edifact files with a question mark (?) as the last letter of the title can cause the Edifact processing to crash. Creating a PO using a send-to from pac can result in an invalid ISBN being placed in the PO and make the order sent to the vendor via Edifact unusable. Orders Created with 10 digit ISBN are not found when searching using a 13 digit ISBN A dash ('-') in the 13 digit ISBN can cause verification in MARC Editor to fail. An item barcode search using significant digits pulls up wrong item The ability to print_format_block 'text' field to print for 'pickloc' field type Applying a Horizon StaffPac Restriction may cause a "Database error: Incorrect syntax near the keyword”

7 Key Improvements for HIP 3.09 The ability to connect to Horizon Upgrade to Firebird version 2.03 – Install is included for Windows (98 – XP), Linux, Solaris SPARC and Solaris X86 Upgrade to Jetty – Resolves many security issues that have been reported with version Multiple display fields that use the same fixed element and the first display field has no data, you will still display all the appropriate data. Show authors in TOC for Bowker enriched data Suspend_until date was not displaying in My Account -Items out My List was not being cleared when the user logged out of HIP. When you limit an ISBN exact match search you now get matches Requests deleted via HIP can now be recorded separately from those deleted via Horizon My List is not being cleared when the user logs out of HIP Show authors in TOC for Enriched Content from Syndetic Solutions Problems with displaying correct 'Suspend until' dates when changing the status of a local hold

8 Introducing the “Medley” Product Suite Products which can be implemented in Horizon and also work with SD Symphony – Web Reporter statistical reporting – Enriched Content for public access – SirsiDynix “Enterprise” faceted search software – PocketCirc online and offline circulation and inventory – Telephone Messaging 3 – Self-service circulation – Envisionware PC Management – SIP/NCIP Responder

9 Web Reporter 1.5 WR is a Medley Product works with Horizon and Symphony WR 1.5 Requires Horizon or greater New Dashboard reports MicroStrategy 8.1 Project merge availability Over 180 modifications to metadata Changes in the new project are documented and provided in the Release Notes

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11 Enhanced Enriched Content Medley Product works with Horizon and Symphony “Deluxe” package available from Bowker (Syndetic Solutions) – Fiction profiles – Find similar titles – Series list – Horn Reviews – Spanish language content – German language content – Video & music cover images – Video & music profiles (coming soon) Standard and “Deluxe” package available with HIP 3.10 (Q3)

12 SirsiDynix Enterprise 1.0 Faceted Discovery/Delivery Works with Horizon and Symphony Supplements HIP (uses HIP for detail view) Available with Horizon and higher Interface for auto-updates built into Fuzzy search logic Search index updated based on changes rather than complete nightly dump Consortia support Multilingual Support Look and feel configuration (“themes” via css & javascript) URL search (for in-bound searches) Search widget (for use on other web pages) “Did you mean” feature

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14 Goals for Enterprise 3.0 Integrate additional data sources – Federated Search – Library favorites Pluggable component approach (not one-size-fits-all) Guided Discovery option (simplified CM) Web 2.0 Community features – RSS feeds – Tagging – User Reviews – Ratings Third party interfaces Visual Search

15 PocketCirc Medley Product works with Horizon and Symphony Software for online/offline circulation and inventory Platform: Windows Mobile 5 (Touch screen) and above Replaces Telxon & Percon (no longer available) Communicates to server via SIP – Checkout/Checkin extensible to other SIP-based ILSs – Requires implementation of SIP server (not previously required) Inventory Control – Identify items missing from inventory – Inventory requires proprietary hooks in SIP for real-time inventory

16 PocketCirc Checkout Item When checking out items you can set an alternate due date or use the due date set through policies The item barcode and due date will display in the charge list

17 PocketCirc Checkin Item A Checked in item will display the item ID as well as routing information CKI can be backdated for book- drop items When checking in items in online mode, the client will alert the operator if the item is on hold, has a lost status, needs to be sent to another library for shelving, etc.

18 PocketCirc Inventory Can be used offline or online Scan the barcodes Real time inventory in online mode Upload the files in offline mode

19 NCIP Responder Medley Product works with Horizon and SD Symphony – Independent from HIP – Delivered with ACS software (same which supports SIP interface) User-friendly configuration tool Improved supportability Improved and enhanced NCIP messages – Increases the number of supported messages from 7 to 14 – Supports VDX and URSA Improved (faster) performance by fold Compatible with and above

20 Horizon & HIP – Next Releases HIP 3.10 – Enhanced enriched content from Bowker – LDAP Authentication – Improved Boolean searching Keyword search “Bud, Not Buddy” doesn’t choke on “not” – Stops borrower requests on shelved items Based on IP of requester and on-shelf library Horizon – 50 + bug fixes – PO is created with ISBN on Bib imported from vendor – Tight integration with “Enterprise” faceted search software – GA Targeted for July/Aug. 2008

21 Sybase 12.5 and MS SQL 2000 EOL MSSQL 2000 EOL: April, 2008 – Per incident support IS available through 2013 Sybase 12.5 EOL: December 2009 Sybase 15 and MS SQL Server 2005 – Development work has begun, but put on hold in favor of delivering features and Medley products – Scheduled to be finished with engineering Q – Testing required for all Horizon-related products Test and release in 2009, most likely as 7.4.3

Deliverables for Horizon Libraries Web Reporter 1.5 – April 2008 Horizon 7.41/HIP 3.09 French-Canadian – May/June 2008 Enhanced NCIP Responder for Horizon – May/June 2008 New “Enterprise” faceted search for Horizon – Q Horizon and HIP 3.10 – Q – Enhanced Enriched Content – LDAP Authentication – Boolean search enhancements PocketCirc available – Q for Support for Sybase 15 & MS SQL Server 2005 – Early 2009

23 Horizon and Pivot Product Release Estimates

24 SirsiDynix Symphony release dates SirsiDynix Symphony 3.2 released on time in December 2007 SirsiDynix Symphony release on 28 May 2008 SirsiDynix Symphony 3.3 release in early 2009

25 Symphony Version 3.2 Staff efficiencies – Optional Web-based staff clients; geared to K-12 – Support for taxes – Updates to Floating Collections Improving services to end users – Support for proxy or “family” linked borrowers Granular to protect privacy, privileges – Patron credits permit pre-pay for services offered by library – Ordered hold fills: Great for consortial situations – Delivery Service Handle on home or on campus delivery via “books by mail” Optional cost recovery Controlled by library location, item type, and patron type Staff and public interfaces

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30 Key Features eCommerce links to Envisionware from e-Library OPAC, including pass through authentication (based on latest Envisionware release) Updates to “expired borrower” rules based on Horizon/Dynix expectations – similar to updates in Horizon Improvement of “modify due date” workflow (feedback from large Dynix site) Support for Talking Tech “SIP2” interface Improvements to Acquisitions workflows (feedback from large Dynix sites)

31 Key Features New options for capturing circulation statistics: when item type that indicates “multi-piece” item is used, operator may enter the piece count. That count will be reflected in the resulting circulations statistics. (Dynix, Horizon) Updates to hold slip printing to promote staff efficiency for hold shelf retrieval, bookmobile support (large Dynix and other sites’ suggestions) Updates to “policy hours” support in iBistro: promotes a “closed stacks” delivery that can be ordered via Consulting Services (Some Dynix and Horizon sites)

32 Key Features Updates to Floating Collections to make more consortia-friendly (capabilities now beyond what is supported in Horizon) Updates to Z39.50 server to improve consortial support: search limiting by library group/associated, controlled return of holdings data Support for Classified Accountability in Java Client – Accountability is a SirsiDynix Symphony feature that can limit search and circulation access to particular bibliographic and/or item records to patrons with specified levels of classification (e.g., need to know), etc. Primarily used in corporate and government libraries; this feature does not exist in Horizon or Dynix.

33 Key Features Support for entering only ‘meaningful’ characters of barcodes (Horizon/Dynix capabilities) Option to have barcode check digit calculated on request New capability for sites using the “auto-ID” process to have the system based the assigned IDs on the barcode format in use at site Support for WebReporter

34 Basics of the SirsiDynix Symphony 3.3 Roadmap – Support for VIP in Acquisitions – Greatly expanded UNIMARC support – StaffWeb client to for all libraries – Staff efficiencies: Global call number updates Updates to tax support for purchase orders: companion to “tax at invoice” support included in SirsiDynix Symphony 3.2 Horizon-style “re-shuffle hold queue” “Item group circulation”: identify groups of materials that can be circulated together via a single barcode or circulated individually via their unique barcodes

35 Basics of the SirsiDynix Symphony 3.3 Roadmap – Staff efficiencies/Services for end users: Support for rental fees Basic SmartCard implementation based on UK standards End users: – Expand support for Enriched Content to accommodate new content from Bowker and other ‘feed’ sources (change will be made to HIP 3.0x series as well) – HIP-style “My List” capabilities – HIP-based Patron “My Account” capabilities such as linking to title from My Account displays, display of material type and hold “in transit” status – Sorting of Patron “My Account” lists

36 SirsiDynix Sales Territory Change Steve Orton Territory Sales Representative – Mountain Plains ext 5502