SirsiDynix Libraries Users Group of Ontario SLUGO

2. SirsiDynix Libraries Users Group of Ontario(SLUGO) Hosted by Toronto Public Library Friday, October 30, 2009

3. Representatives from SirsiDynix Steve DonoghueVP Sales, Canada & Alaska, SirsiDynix Roslyn Dean Library Systems Engineer, SirsiDynixGilbert MongeauSenior Sale Representative, SirsiDynix Tom WalkerSale Representative, SirsiDynix Mary Beth MacDonaldLibrary Relations Manager, SirsiDynix

4. Agenda - Morning 8:30am� Registration, Meet & Greet with Coffee & Snacks �9:30am� Opening Remarks and Introductions � Joanne Comper and Ken MacLeod �9:40am� SirsiDynix Corporate and Products Update � Steve Donoghue, SirsiDynix - SirsiDynix roadmaps for Horizon and Symphony - Upgrade path from Horizon to Symphony - New training packages - Symphony customers Client Care update - Mary Beth MacDonald, SirsiDynix �10:30am� Break �10:45am SirsiDynix Product Demonstrations - Enterprise 3.0 - faceted search and discovery tool - Symphony 3.3 � highlights of the latest release Roslyn Dean, Library Systems Engineer, SirsiDynix 12:00pm Lunch

5. Agenda - Afternoon 1:00pm Business Meeting � including discussion of new virtual meetings concept Questions & Answers with SirsiDynix Staff � formal session questions submitted prior to the meeting 2:15pm� Upgrade Path to Symphony Steve Donoghue, VP Sales, Canada & Alaska, SirsiDynix OR New Books E-mailer - How to use Symphony reports, a database and simple XML to push new books to your patrons without RSS. Caledon Public Library wish share their success story, and their code. Paul Sanchez, Caledon Public Library 3:15 pm Coffee Break 3:30pm Breakout Sessions by Application & Module 4:15pm Closing Remarks and Next Meeting Details �

6. SirsiDynix Corporate and Products Update Product Roadmap for Horizon and Symphony Focus on Horizon Upgrade Path for Horizon Customers Focus on Symphony New Training Packages Symphony Customers Client Care Update

7. Product Roadmap

8. Product Roadmap � 2009 Release Schedule

9. Roadmap Planning � an Ongoing Process� Requirements collection (Sept. 2009) Customers & Forums Strategic Partner Program Sales Market research on competition and opportunities Operations Requirements selection (Oct. 2009 � Nov. 2009) Strategic Partner Review and Validation (Nov. 2009) Internal Stakeholder Review and Validation (Nov. 2009) Internal publication of roadmap (Dec. 2009) External publication of roadmap (Dec. 2009)

10. Focus on Horizon

11. SirsiDynix Commitment to Horizon Customers �There are no end-of-life plans for Horizon� �We continue to invest in Horizon�s development� �SirsiDynix will not leave you without the ability to effectively serve your users� Not pushing customers to move to Symphony New releases are being delivered and planned New product options are available for Horizon customers Full details in Horizon 2009 Roadmap, published March 2009 2010 roadmap will be published in December 2009 SirsiDynix offers Horizon customers a very attractive and affordable upgrade path to Symphony

12. Product Roadmap � 2009 Release Schedule

13. Horizon 7.5 Released in August 2009 Horizon database version upgrade MSSQL Server 2008, Sybase ASE 15 HIP infrastructure upgrade (Java, Jboss and Jetty) Delivery of new SIP responder Floating collection enhancements XSL style sheet enhancements Debt Collect integration into Horizon launcher Bug fixes Continuation and improvement of Medley products

14. Medley Product Options Products that work with Horizon and with SirsiDynix Symphony Preserve your investment in $$$ Preserve your investment in know-how Medley products transfer from Horizon to Symphony

15. Medley Product Options ???

16. Medley Product Options ???

17. Horizon 7.5.1 � estimated Spring 2010 Incorporate features from International versions of Horizon � UK, Australia and Europe Fees for checkouts (or rentals) and holds Stock rotation Circulation history (tracking users by item) SMS (text messaging) notice preparation Enhanced School Functionality Duplicate checking of PO creation Request/hold enhancements Full list of feature will be published in the 2010 Horizon roadmap

18. Migration Path for Horizon Customers

19. Migration Path for Horizon Customers Cost effective migration package for Horizon customers Acknowledges your investment in SirsiDynix software Like-for-like software licenses on Symphony at no cost Includes Oracle database environment Medley product investments transfer Purchase package of services Implementation Project management Consulting Data migration Training Value bundle options attached to multi-year maintenance

20. Planning for the Future Contact your Sales Consultant Provide pre-recorded and onsite demos Review your hardware configurations/life cycle Review add on products currently running on Horizon Consult on database environments Consult on services required for the migration Provide configurations and budgetary costs Timing and Scheduling White Paper on open source - Link

21. Focus on Symphony

22. Product Roadmap � 2009 Release Schedule

23. SirsiDynix Symphony 3.3 Symphony 3.2 was largest release ever: Release Notes of over 500 pages Symphony 3.3 available in July 2009 Symphony 3.3 also a substantial release: Release Notes nearly 400 pages Themes: Services to end users Enhancements to the user experience Additional functionality Efficiencies to Staff

24. Symphony 3.3 � Released July 2009 We discussed enhancement forum items earlier and you�ll see we�ve addressed many top requests throughout the software as you attend the individual sessions. One I will call out here is the separation of the patron name into three fields PLUS the bonus feature of a �nickname� or preferred name feature. The latter is great for those of us who do not use our middle names and can also provide you with a great way to acknowledge your end users without having an impact on their privacy�for those who have customized e-Library to greet the patron by name. We do provide utilities that will allow you to update your patron names as necessary, and we continue to support a means of having a single field for the name for those of you who may need it. You�ll recognize many other enhancement requests as you attend the sessions. A few more I�d like to point out include the ability to transfer holdings + holds in situatios that were previously denied, the ability to re-order the hold queue (really!), improvements in Acq. rollovers and x.12, and much more. We discussed enhancement forum items earlier and you�ll see we�ve addressed many top requests throughout the software as you attend the individual sessions. One I will call out here is the separation of the patron name into three fields PLUS the bonus feature of a �nickname� or preferred name feature. The latter is great for those of us who do not use our middle names and can also provide you with a great way to acknowledge your end users without having an impact on their privacy�for those who have customized e-Library to greet the patron by name. We do provide utilities that will allow you to update your patron names as necessary, and we continue to support a means of having a single field for the name for those of you who may need it. You�ll recognize many other enhancement requests as you attend the sessions. A few more I�d like to point out include the ability to transfer holdings + holds in situatios that were previously denied, the ability to re-order the hold queue (really!), improvements in Acq. rollovers and x.12, and much more.

25. Symphony 3.3 � Released July 2009 One of the great features of Horizon is the Vendor Interface Protocal, which we call the Vendor Inteface Port in SirsiDynix Symphony. This optional feature allows you to connect to a variety of materials providers via a web services interface, check for availability and price, readily see if you already have a bib/copies in your library, and as necessary, create a brief title so that you can place an order. There are many features in SirsiDynix Symphony 3.3 that were inspired by Horizon and Dynix capabilities and our conversations with many customers. You�ll see these as you attend individual sessions; a couple of others that I would like to note specifically includes support for UNIMARC, which is available in international versions of Horizon as well as upcoming support for MSSQL as a database option, which will be supported with SirsiDynix Symphony 3.3 but will be released after the initial 3.3 release.One of the great features of Horizon is the Vendor Interface Protocal, which we call the Vendor Inteface Port in SirsiDynix Symphony. This optional feature allows you to connect to a variety of materials providers via a web services interface, check for availability and price, readily see if you already have a bib/copies in your library, and as necessary, create a brief title so that you can place an order. There are many features in SirsiDynix Symphony 3.3 that were inspired by Horizon and Dynix capabilities and our conversations with many customers. You�ll see these as you attend individual sessions; a couple of others that I would like to note specifically includes support for UNIMARC, which is available in international versions of Horizon as well as upcoming support for MSSQL as a database option, which will be supported with SirsiDynix Symphony 3.3 but will be released after the initial 3.3 release.

26. Symphony Staff Web Last year we discussed StaffWeb for K12 libraries and many of you have expressed interest in a streamlined, web-based interface appropriate for other library types. With 3.3, StaffWeb is available for both K12 and non-K12 libraries as an optional interface. StaffWeb requires little or no training and as a web-based front end, is way easy for sys. admins!Last year we discussed StaffWeb for K12 libraries and many of you have expressed interest in a streamlined, web-based interface appropriate for other library types. With 3.3, StaffWeb is available for both K12 and non-K12 libraries as an optional interface. StaffWeb requires little or no training and as a web-based front end, is way easy for sys. admins!

27. e-Library

28. Enterprise 3.0 Faceted Search & Discovery Tool

29. Upcoming: 3.3.1 e-Library: Content Display updates Additional Authentication Symphony: Support for Symphony on Microsoft SQL Server Storage of Fine/Fee Payment Library Option to reduce credits on returned lost items by amount of overdue Default fees for replacement Red Hat Version 5 Support Release Notes in Progress - Link

30. Hyperion Digital Management Solution Hyperion V3: Available today Hyperion V4: Q1 2010

31. Hyperion 4.0 Digital Management Solution Evolution of Hyperion 3 Documents organized in hierarchy Full-Text Searching Stand-alone and SaaS options Symphony Integration Enterprise Integration Document Security

32. Enterprise & e-Library Mobile Applications iPhone Application for e-Library PAC functionality Enterprise supported on iPhone

33. SaaSSoftware as a Service

34. Further Investments in SaaS Atlanta facility suite expansion to over 300 sq. Ft New SaaS hosting facility for Canada in Montreal SirsiDynix hosts the largest number of SaaS customers SaaS is owned and managed by SirsiDynix Our SaaS group has added over 300 customers to their plate, and they have also added two additional locations with great backup and security benefits. To accommodate for increased SaaS acceptance we found it necessary to expand our Atlanta facility suite from 110 sq. ft. to over 300 sq. ft. SirsiDynix hosts the largest number of SaaS customers, subscription products and websites in the industry, giving our customers confidence in our SaaS solutions. All SaaS hardware is SirsiDynix owned and managed.Our SaaS group has added over 300 customers to their plate, and they have also added two additional locations with great backup and security benefits. To accommodate for increased SaaS acceptance we found it necessary to expand our Atlanta facility suite from 110 sq. ft. to over 300 sq. ft. SirsiDynix hosts the largest number of SaaS customers, subscription products and websites in the industry, giving our customers confidence in our SaaS solutions. All SaaS hardware is SirsiDynix owned and managed.

35. SirsiDynix SaaS Centres Locations around the world: 1. Salt Lake City, UT, USA 2. Atlanta, GA, USA 3. Montreal, Quebec, Canada 4. Greenrock, Scotland, United Kingdom 5. Melbourne, Victoria, AustraliaLocations around the world: 1. Salt Lake City, UT, USA 2. Atlanta, GA, USA 3. Montreal, Quebec, Canada 4. Greenrock, Scotland, United Kingdom 5. Melbourne, Victoria, Australia

36. Further Investments in SaaS SirsiDynix SaaS � Software as a Service System is hosted by SirsiDynix Subscription model � fee for service SirsiDynix provides all back office (server side) capacity, management, and administration Always on 24 x 7 Software is maintained and upgraded regularly Hardware is expanded to match growth

37. SaaS Options for SirsiDynix Customers Many SaaS options Horizon to Horizon SaaS Horizon to Symphony SaaS Symphony to Symphony SaaS Enterprise is also hosted in Montreal SaaS facility for Canadian customers

38. New Training Options

39. New Training Options Customers can now invest in yearly training packages Option 1: eLearning Yearly Subscription Receive a coupon for unlimited recorded sessions and WBTs for the entire year Option 2: Web Based Training Subscription Receive a coupon for 6 instructor-led WBT classes Can be redeemed for any scheduled class Coupons expire if not used within a 12-month period Option 3: Hands on Lab Subscription Receive a coupon for 6 instructor-led HOL classes Can be redeemed for any scheduled class Coupons expire if not used within a 12-month period

40. Symphony Customers

41. Symphony Customers The Symphony customer base continues to grow Estimate over 700 libraries now running Symphony software We continue to improve our migration tools and implementation processes In 2008, more than 300 customers upgraded to SirsiDynix Symphony (to make a total of 527 on Symphony) and are enjoying its rich feature set and stability. We have improved the time it takes for us to complete an average implementation by 20% through automation and shared global resources, which has consequently increased our customer support feedback. If you are considering your future ILS, we invite you to give us a call and see how we can help. In 2008, more than 300 customers upgraded to SirsiDynix Symphony (to make a total of 527 on Symphony) and are enjoying its rich feature set and stability. We have improved the time it takes for us to complete an average implementation by 20% through automation and shared global resources, which has consequently increased our customer support feedback. If you are considering your future ILS, we invite you to give us a call and see how we can help.

42. Busiest Libraries in N.A. use Symphony

43. Symphony Customers Toronto Public Library Ontario Library Consortium Ontario Library Services North Edmonton Public Library Calgary Public Library University of Alberta University of Calgary Prince George Public Library North Vancouver School District #44

44. Recent Symphony Customers Markham Public Library (Horizon migration) Peterborough Public Library (Horizon migration) Dufferin Peel District School Board (new customer) Peel District School Board (Horizon migration) North York Region District School Board (Horizon migration) Ottawa Public Library (Horizon migration) Marianopolis College (Horizon migration to SaaS) Industrial Accident Prevention Association (Horizon migration to SaaS) Calgary Board of Education (new customer)

45. Client Care Update Mary Beth MacDonald Library Relations Manager October 2009

46. Client Care � topics today Globalization of Client Care Team Organization/Client Care Leadership Support Portal Enhancements Metrics � Case management Customer Service Newsletter Guide to Client Care Questions

47. Globalization of Client Care Effective late July 2009 To reflect our global customer base and global organization Best customer service in the industry and on a global basis Every SirsiDynix employee has access to Salesforce.com and VOIP

48. Globalization of Client Care Telephone infrastructure � ability to route incoming calls to appropriate CC team members based on product skill set, customer knowledge, region, and time of day What does this mean to our Canadian customers? CC different shift patterns Could have staff in UK or Australia answering calls Initial case contact; or resolution of case

55. Client Care Newsletter First issue December 2008 Current issue July/August 2009 Information, updates on services, and metrics Training and Consulting solutions Updates on software solutions and patches

57. Guide to Client Care Published June 2009 Revised/updated version of �Client Care Guide�

58. Guide to Client Care

59. Questions?? Contact Mary Beth for any questions regarding Client Care ( and Operations overall ) Support Portal login problems Escalation of cases Upgrades ( general and scheduling; not technical ) Any other information or questions 1-800-288-8020 ext. 6921 marybeth.macdonald@sirsidynix.com