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Migration Update

SWAN Committee of the Whole Meeting Presented by Aaron Skog, SWAN Executive Director Oak Lawn Public Library July 8, 2014. Migration Update. Migration! SWAN Staff Activity. SD Consortia Summit Timeline Drafted Symphony Profiling Underway

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Migration Update

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  1. SWAN Committee of the Whole Meeting Presented by Aaron Skog, SWAN Executive Director Oak Lawn Public Library July 8, 2014 Migration Update

  2. Migration! SWAN Staff Activity • SD Consortia Summit • Timeline Drafted • Symphony Profiling Underway • Data Extracted from Millennium & Undergoing Analysis by SD

  3. Migration! How We See It • Lending & Borrowing • Patron Notification • Security • MARC & Item • Patron fields • Types/Groups • Mapping • Acquisitions • Cataloging Group • Circulation • Searching • UIX for Discovery/OPAC • 77+ Profiles • Enlist library grp • eResource Central setup • Collection mgmt Before Go Live • Profiling • Data Migration • Training • Search • E-books • EBSCO Discovery Service • Online Subscriptions Integration • Self-checks • Peripheral hardware (spine labels, etc.) • RFID, AMH • Online patron payments • Debt Collect • RB Billing • Credit Cards • Analytics • Ad Hoc Rpts • Info for Patrons • Enlist Library PR staff • EDS • 3rd Party Integration • Financials • Reports • PR • SD person on site 3 days (pre, during, post) • Address issues • 12 weeks of phone calls • SWAN staff grp • BookMyne+ • MobileCirc • Facebook app • Enlist library grp? • Portfolio • Conversion • OMAI harvesting After Go Live • Go Live • “Sure Start 12” • Mobile • Social • Digital Collections

  4. SirsiDynix Project Team

  5. Migration Update SirsiDynix Consortia Summit: Hosted by SWAN June 4 • Consortia Managers & Staff • CCS, LINC, MAGIC, & RSA– all SirsiDynix customers • How they designed Symphony • Resource Sharing • Managing Enterprise • Summit #2 Scheduled: July 28 • Review SWAN Symphony Profile, aka “Sanity Check”

  6. Migration! Timeline 7/8 Start to Offline Circ4/11 – 4/13 Library Staff Access Mentor11/3 Install Workflows All Library Staff1/16 Quarterly9/4 COW 7/8 Suspend Tech Services3/30 July 21 September 11 November 1 December 21 February 11 April 1 StartWed 6/11/14 FinishWed 4/15/15 ProjectPrep Policy Profiling SWAN Core Training9/15 - 1/16 In Person Library Staff Training2/3 - 4/10 Test Data Load 3rd Party Int. Enterprise Config. SVA Load Policies8/13 Final Data Call and Data Resolutions3/23 Unique Management Onsite10/13 Symphony 3.5 Upgrade1/4 Install Symphony Production Environment7/16 GO LIVE 4/14 Install Workflows Implementation Team9/1

  7. Whitepaper Overview: 5 Recommendations • Symphony ILS Software New features • Focus on Patron Experience • Is preserving current practice best for patron? • Opportunity to rethink design & services that make patrons happy

  8. Strategic Direction 1 Use Technology to Provide the Best Patron Experience

  9. Member Input Sessions

  10. Whitepaper Overview: 5 Recommendations #1 Set ILL Lending/Borrowing at Home Library • The default setting in Symphony allows the borrowing library to determine the loan rule • For INNOPAC/Millennium: currently, the reverse – the owning library determines the loan rule • Patrons express dissatisfaction when they pick up materials and discover that the ILL materials circulate differently • SWAN patrons do not understand how they receive overdue notices from libraries they have never visited Recommendation: Opt for the Symphony software default setting & allow the borrowing library rules to define the circulation rule, instead of the lending library Now Proposed

  11. Whitepaper Overview: 5 Recommendations #2 Consolidate Circulation Configuration: Create uniformity for the optimal patron experience • Set all grace periods to two days • Allow unlimited renewals, but with “unseen renewals” set to 2, with the 3rd at the library • Provide Symphony “alternate loan periods” • Member library sets checkout period & fines Have the SWAN Circulation Advisory Committee make a final recommendation to the SWAN Board for approval in August 2014

  12. Whitepaper Overview: 5 Recommendations #3 Create Uniformity in the Way that Member Libraries Catalog Volumes • SWAN should resolve this patron service issue for go-live, during the profiling phase • Uniform data entry for volumes will make Symphony & Enterprise software work better Recommendation: Have the Bibliographic Services staff set the standard for data entry for multi-volume records for all cataloging libraries and non-cataloging libraries in SWAN

  13. Current Example (encore) Enterprise example if we don’t enforce uniformity

  14. Whitepaper Overview: 5 Recommendations #4 Recommendation: Standardize Treatment of Boxed Sets Recommendation: Have all boxed sets cataloged uniformly by SWAN libraries starting January 1, 2015. • Boxed sets will circulate for two weeks to allow patrons time to view the material. • This applies only to new sets acquired by SWAN libraries. Existing collections will not have to be repackaged or re-cataloged (unless a library choses to do so)

  15. Whitepaper Overview: 5 Recommendations Does This Sound Familiar?

  16. Whitepaper Overview: 5 Recommendations Pre-cat example of upcoming DVD release: 60 holds waiting 5 videodiscs in box set

  17. Whitepaper Overview: 5 Recommendations #5 Pick Up Anywhere for All Public Libraries • Colleges & Special Libraries exempt • SWAN must focus on its reciprocal borrowing experience, as it is higher than ILL within the consortium (1.5 million RB annually vs. 1.1 million ILL) • Creating greater flexibility in pick up locations will better serve patrons with diverse needs Recommendation: All public libraries in SWAN should allow patrons within the OPAC to select a location other than their home library for pickup of materials

  18. Whitepaper Overview: Timeline • Symphony “profiling” work began July 7 • Final design is due on August 8 • Go-live date of April 2015 • College Spring break • Two months prior to start summer reading • Request the SWAN Board take action on the following five recommendations at Friday July 18 Board Meeting

  19. SWAN Board, COW & Quarterly • SWAN Board July 18 9:30am: RAILS Burr Ridge • RAILS Parking Lot will be repaved that day • Park next door in west lot of 100 Tower Drive • When using their parking lot please park your vehicle along the back East section, the row close to RAILS • During the construction period, please use the kitchen door only for ingress and egress • Committee of the Whole August 12 9:30am: Tinley Park Public Library • Quarterly Sept 4 9:30am : RAILS Burr Ridge • Live Streaming & Recording

  20. Questions & Discussion Aaron Skog, aaron.skog@railslibraries.info

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