1. SWAN Quarterly Meeting Presented by Aaron Skog, SWAN Executive Director RAILS Burr Ridge March 5, 2015

2.  What are the big changes?  Review Important Dates  Staff Training  Promotion to Patrons  Upcoming Projects  Checklist for Libraries

3. We studied and consulted with you We designed it “patroncentric” Symphony is not Millennium Enterprise is not WebPAC or Encore SirsiDynix is not Innovative Interfaces Reasons for Big Changes

4. “Charging Library” drives checkout Sets ILL Lending/Borrowing at Home Library Borrowing library rules define the circulation rule, instead of the lending library Discussed over the summer & approved by SWAN Board

5. E-book Integration with eResource Central Downloads & Holds directly within Enterprise Automatic Synchronization of e-book collections

6. Pick Up Anywhere Option for public libraries in SWAN to allow patrons to select a location other than their home library for pickup of materials

7. Unlimited Symphony Sessions Multiple Symphony Sessions on the same Computer Have fun!

8. Patron Photos Your Axis 210/211 cameras will not work in Symphony Good news! Photos can be taken with a $25 webcam SWAN is providing those libraries who had Axis 210/211 cameras with a replacement webcam

9. Digital Signatures SWAN demanded it, we got it! Symphony 3.5 Works with same Topaz devices, but better!

10. Item Limits at Checkout Affects SWAN Reciprocal Borrower patrons Your patrons visiting SWAN libraries

11. MILLENNIUM  Used “Patron Block Table”  The limits for patrons follow your patron when they visit another library  10 DVD checkout limit applies no matter where they go SYMPHONY  Limits are reflected, but only at your library  10 DVD checkout limit at home  But if your patron visits another library that is “unlimited” they will have “unlimited” privileges  See #1 Change, CHARGING LIBRARY Item Limits at Checkout for RB Patrons

12. Notice Preferences Work Text Messages Email Phone (SVA automated call) Print

13. Volume Level Holds Patrons in Enterprise Staff in Symphony Requires SWAN standardized cataloging “V. 3” not “V3, Vol.3, #3”

14. Library Staff Access to SirsiDynix Customer Support: Documentation, Email Lists SWAN has 2,000 accounts created for you 300 of you are User Managers & create new accounts for your staff https://support.sirsidynix.com

15. Enterprise Profiles Per Library Branding, Contact Info Consortium & Individual Library Resources

16.  SWAN Enterprise Profiles  All library profile URLs are being distributed at Enterprise End User class  Upcoming Enterprise Testing memo will share URLs  Future Possibilities: Kids Catalog, Teen Catalog  Patron Login on Enterprise Only Uses 2 fields  Barcode & PIN (No more Name field)  Allows browser autofill & password saving!  Timeout for Enterprise profile can be set individually  Internal Profile: 2 minutes inactivity  External Profile: No Timeout

17. Suspend Tech Services 4/2 – 4/13 Offline Circ Sat 4/11 – Mon 4/13 FebruaryMarchMay In Person Library Staff Training 2/3 - 3/17 GO LIVE 4/14 April SirsiDynix “Sure Start” 12 Weeks: Fine Tuning Symphony, Enterprise, eRC 4/15 - 7/10 Cataloging Hands On 3/18 - 4/8 Libraries Install Symphony 3.5 Work Flows More Practice & Configure Printing, Scanners 3/10? - 4/10 Final Data Call and Data Resolutions 3/23 Libraries Practice Symphony 3.5 Beta Work Flows 2/9 - 3/8 June July Symphony 3.5 Upgrade 3/9-3/10: EDS & Enterprise 4.5 Upgrade May (target)

19. Upcoming Memos Over Next 6 Weeks Technical Services Suspension Adjustment of Millennium Loan Rules Offline Test Day April 1 Enterprise Library Profiles & Testing Circulation Suspension Release of the 3.5 Work Flows client Release of Symphony staff logins & passwords Communication Structure During Go-Live Event

20. Scheduled Monday March 9 & New Symphony WorkFlows Installer to Follow Importance of Symphony 3.5 “General Availability” Release Fixes Acquisitions broken since December Loaded Patron Images & Digital Signatures Resized BLUEcloud Cataloging Other fixes

21.  Repeat webinar session March 26 th at 10am  The Official Training Session for IT Staff & Contractors  WorkFlows ▪ Installer and Troubleshooting ▪ Peripheral (Scanners, printers, cameras, etc) Connectivity ▪ FAQ for Library IT  SIP2 and 3 rd Party Vendor Connectivity  How to use WorkFlows “Offline”, Offline Test Day  Final Go-Live Preparations  March 10 th on-site in Burr Ridge  March 26 th webinar only  All documentation and the presentation will be available shortly after the first session

22.  Monday March 23 SWAN & SirsiDynix Review All Reported Issues  How Can You Help Us?  Staff Practice & Test Symphony WorkFlows Functionality  Check out item: did it checkout for loan period?  Create a hold: Check out item with hold  Review the Known Issues Log, available on the SWAN support site at https://support.swanlibraries.net/content/migration-data- issues-0https://support.swanlibraries.net/content/migration-data- issues-0  There is a known issue that causes an “Invalid Sequence Error,” which primarily affects the Acquisitions module (fixed in 3.5)  Report New Symphony or Enterprise Issues  Staff access to this online form: http://goo.gl/forms/12oFPa8Irq  Do not provide this form to patrons

23.  Wednesday April 1 st  Requirements  Each library must have WorkFlows 3.5 GA installed on at least one workstation (preferably on ALL Millennium workstations)  Libraries will use WorkFlows in offline mode to perform several standard functions, including check- out  After completion, a Formsite survey must be completed to indicate readiness for go-live  Watch for Memo #12 and the related documentation!

24. RIGHT NOW 87 CLASSES  User Registration  Circulation Basics  Holds Management  Enterprise End User  Cataloging Demo  Cataloging Hands-On  Serials  Acquisitions  2,190+ Total Registrants FUTURE TRAINING  Symphony Searching Webinar (May 6)  Advanced Holds  Enterprise Profiles & Rooms

25. 16 Training Staff 1. Julie Lombardo, Woodridge 2. Peggy Tomzik, Eisenhower 3. Chrystal Vela, Berwyn 4. Mary Moss, Elmwood Park 5. Debbie Sheehan, Indian Prairie 6. Vickie Totton, Cicero 7. Cynthia Maiello-Gluecklich, Melrose Park 8. Sheila Adams, Glenwood- Lynwood 9. Anthony Andros, Tinley Park 10. Keisha Hester, Calumet City 11. Kate Boyle, SWAN 12. Renee Clanton, SWAN 13. Sam Dietel, SWAN 14. Edlyn LeFevour, SWAN 15. Karen Bar, SWAN 16. Rebecca Malinowski, SWAN 13 Convenient Sites for Classes 1. Blue Island Public Library 2. Cicero Public Library 3. Downers Grove Public Library 4. Eisenhower Public Library District 5. Glenwood-Lynwood Public Library 6. Homewood Public Library 7. Indian Prairie Public Library District 8. Northlake Public Library 9. Oak Lawn Public Library 10. Prairie Trails Public Library 11. RAILS Burr Ridge 12. Tinley Park Public Library 13. Woodridge Public Library

26. Use of SirsiDynix Mentor

27. Satisfaction with Training Facility

28. Format of the Training Content of the Training

29. Satisfaction with Knowledge of Presenters Satisfaction with Skill of the Presenters

30. “Very helpful and informative. I really appreciated the class. The presenters' knew their stuff.” – User Registration Class “The Mentor classes were useful in a very basic way, for new terminology, where to find tabs & buttons, and such. …This presentation was far more useful. We were able to ask questions and see how WorkFlows really works with live demos and a variety of circumstances.” – User Registration Class “I was under the impression that the workshop would be a 'hands-on' type meaning we would be playing with Work Flows. I am completely satisfied with what I learned despite my own initial confusion.” – User Registration Class “I would have enjoyed the ability to follow along on my own pc to really solidify how to navigate.” – User Registration Class

31. PR TEAM & SWAN Staff  Bookmarks  New Website  PIN Change  Newsletters

32. Encorewww.swanlibraries.netWebPACcatalog.swanlibraries.net Patron Websitenew.swanlibraries.net Enterprise “Default” Profile Landing page with your library Enterprise links

33. “Just the Facts, Ma’am”

34.  What We Know  Enterprise ▪ CCS issues ▪ My Account Load Time: FIXED ▪ Hosting at SirsiDynix Sized Incorrectly: FIXED ▪ Delta Harvesting Catalog Slowdown: Under Research ▪ Inconsistent & “Zero” Search: to be fixed in 4.5 Upgrade  BLUEcloud Commerce ▪ CCS issues ▪ Repeat Charges Payments: FIXED ▪ Improved Reports: Coming in Symphony 3.5  What Could Happen  3.5 Upgrade Does Not Fix Acquisitions ▪ Affects 15 Libraries  Tuesday April 14 ▪ Offline Continues & Circulation Late Start  What Will Happen  Patrons Will Be Confused About PIN & Login  Be Ready!  Extra Phone Calls, Complaints

35.  EDS DELAYED  Big Hurdle: Patrons using EDS at home  Additional 3 rd Party “Proxy” Authentication Needed  E.g. OCLC EZproxy, Eduserv OpenAthens  Possible 50 – 77 Proxy Configurations & Subscription Cost  Enterprise 4.5 Upgrade Targeted for May-June  Improved EDS screens for patrons  Interfiled search results options  Improved EDS results facets  3 Pilot Libraries (Morton Arboretum, Elmwood Pk, Brookfield Zoo)

38. Senior management review SWAN migration memos Get the final 3.5GA Symphony Work Flows client installed for your staff to practice Library directors & appointed staff test SWAN Directors’ Areas login (where you will get your Symphony logins & passwords) Determine staff who will serve as a focal point for questions and answers

39. Take advantage of the remaining training opportunities outlined in Memo #8 Make sure your key staff know how to get into the SWAN support site and are subscribed to SWANcom Share the Migration Newsletter #1 (sent Jan 22 nd ) and #2 (coming soon) with library staff Technical services staff cataloging activity in Millennium ends (see Memo #10)

40. Circulation staff will need to be ready for Symphony Offline checkout test April 1 and for Saturday April 11 – Monday April 13 (shared in Memo #2 & upcoming memo) IT and contracted IT should attend the SWAN Tech meeting March 10 or Again Online March26 Prepare for unexpected IT Issues on April 14 (“I Can’t Print! My laser is scanning wrong!”) Plan your library website with the new catalog URL & Search Box

41. Take into Account Evening & Weekend Staff Plan Staff Stress Relievers Have Fun See you in Valhalla?

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

43. Good Luck