Corporate and Technology Update Aaron Blazer Director Of International Sales AIUG 2005

1. Corporate and Technology UpdateAaron BlazerDirector Of International SalesAIUG 2005

2. Agenda Topic 1: 9:40-10:30 • Brief Sales Update • Development Overview • Worldwide Trends In Technology • Worldwide Trends in Service • The Institutional Computing Environment Worldwide • Selected New Products, New Services and Enhancements Topic 4: 3:45-4:15 New Products update and Symposia • Millennium, MAP and ERM in Release 2005 and beyond (Featured Enhancements) • Introduction to Symposia

3. Our Position • 1200 systems worldwide • Over 1300 academic libraries • Over 3000 public libraries • 20 INN-Reach systems (expanded resource-sharing) • 25% of the academic libraries are members of an INN-Reach system

4. 43 Countries/Regions Finland Sweden Estonia Canada UK Poland Ireland Germany France Hungary Spain Japan United States China Italy Turkey Korea Portugal Qatar Puerto Rico Morocco Egypt Hong Kong Taiwan UAE Mexico Macao Thailand Ghana Malaysia Nigeria Philippines Singapore Peru Mozambique Botswana Zimbabwe Chile Australia Namibia Lesotho South Africa New Zealand

5. INN-Reach SystemsINN-Reach now serves thousands of libraries InMich Maine InfoNet Cascade Connect NY Orbis C/W MARS AccessPA Ohio LINK Prospector Plus InRhode LINK+ MOBIUS San Diego Circuit 4 Systems outside of US Spain(Andalucia) United Arab Emirates Australia (New South Wales) Hong Kong

6. Recent Highlights • 127 Millennium installations in 2004 • 50% of Academic Libraries chose Innovative in 2003 • 70% of Academic Libraries chose Innovative in 2004 • 51% of new installations in 2004 were Public Libraries

7. Recent Highlights (cont.) • InnReach expansion into Hong Kong and Australia • WebBridge now installed in 250+ libraries • ERM now installed in 170+ libraries. • MetaFind now installed in 160+ libraries. • Six Libraries (using other ILS systems) are implementing ERM

8. Independent E-Resource Management Systems Cornell University (Endeavor) New York University (VTLS) Library of Congress (Endeavor) Stanford University (Sirsi-Unicorn) State University of New York at Buffalo (Ex Libris) Utah State University (Dynix-Horizon)

9. General technology trends worldwide • XML Available in Millennium: • XML stored (MetaData Builder) • XML served (XML Server) • XML harvested (XML Harvester) • Web Services (application-to-application communications) Available in Millennium: • Patron database updating • Vendor inventory express • Wireless Applications Available in Millennium: • AirPAC • Wireless Circulation • Wireless Inventory Control • Digital Repositories - Symposia in Release 2006

10. General service trends worldwide • Self Service (in all sectors; all industries) Products Available in Millennium: • Credit Card Payments (e-commerce) • Patron Self Registration • Patron Program Registration (in 2006) • Self Checkout • Using SIP2 and 3rd party hardware • In 2005, Graphical Patron Self-Checkout (no 3rd party hardware or software required) • SMS messages for circulation notices (in 2006) • Others: • RSS Feeds (2006) • Single Sign On (SSO) technologies (2006)

11. The Institutional Computing Environment Worldwide • ERP (Enterprise Resource Planning): HR, Financials, Student Administration., Scheduling, etc. • SCT (Banner), PeopleSoft/Oracle, SAP • University Portal: Personalized , Web-based, timely delivery of information • uPortal, Campus Pipeline (SCT) • Courseware: Web-based e-learning and course management systems • Blackboard, WebCT • Patron Directories: Institution-created directory of authorized users

12. The Institutional Computing Environment • Assumptions: • Institutions want to leverage investment in ERP, Courseware, and Portals through improved integration • Web-based delivery of services is required • Millennium has data other campus systems need • Millennium needs data that exist on campus systems • Diversity of systems in the Enterprise is an issue • Different vendors, Open source, Community Source Solutions • Lack of standards – where is MARC when you need it?

13. The Problem: Many Services SCT, SAP Oracle LDAP uPortal, Campus Pipeline… Blackboard, WebCT Enterprise Systems Courseware Systems Campus Portal Patron information

14. The Goal: Make the Pieces Fit Together! Campus Sys. Portal Courseware Millennium

15. Web Services

16. What are Web Services? • Web Services facilitate machine communication between disparate systems using an agreed upon language • Web Services is not a technology but a model of system interoperability that lets systems do business with each other over the Web

17. What makes them work? • Both systems transfer XML files that contains the agreed-upon WSDL • WSDL: Web Services Description Language • Describes how to access a Web Service and • What operations that service will perform

18. Web Services - example Patron record updating and fine payments – Release 2005 new product Developed in partnership with the London Metropolitan University, Singapore Polytechnic • Machine to machine communication in real time

19. The Problem • Patron data is stored in the Millennium system and elsewhere within the Institution • An external program, e.g., a bursars’ office or registrars’ office has a function involving the maintenance of patron data, such as updating a phone number of the payment of a fine.

20. The Goal • To integrate the updates made by the external program with the patron data in Millennium

21. Web Services for updating patron records • a user uses a non-Innovative application to send an inquiry via Web Services to the Millennium system, which is ‘listening’ for such queries. • the Millennium system will send, via Web Services, the patron record data back. This would include name, address, etc., and potentially fine information • The user's application then takes the data it receives, and allows the user to update patron information and/or make payments towards fines on thepatron record. This update information is then sent back to Millennium.

22. External System Millennium Send me Patron ‘X” OK, here it is. Thank you, that Was the record I needed to Update my files or.. I have an update for you, Here is a new Phone# or.. I Am paying $12 of this $30 fine Great, thanks! I’ve Just updated my files

23. Web Services - example Inventory Express – Release 2005 new product • A streamlined method to check vendor inventory and create a new record • Supported by: • Baker & Taylor • BWI • Amazon • Coming soon: • Ingram • Coutts • Blackwells • YBP

24. Inventory Express

25. Bibliographic and order record created

26. Inventory Express Duplicate checking is built in

27. Use existing bib for new order

28. Use existing bib for new order

29. Single Sign On (SSO) • SSO - Release 2006 New Product • Ability for a user who signed on to the portal, via the portal’s integration of the Central Authentication Service (CAS) components, to seamlessly access personalized Millennium Web OPAC features without having to perform an additional login to Millennium Web OPAC • Implemented via Apache HTTP Server front end, with CAS module integrated. Patrons' connections to the library catalog are routed through the Apache web server, which proxies all Web OPAC HTTP content. • Compatibility with University choice of portal.

30. SSO • If the patron has already authenticated on any other participating server on the campus network prior to accessing Millennium Web OPAC, then the patron verification prompts are bypassed and the campus authentication is accepted directly by Millennium. • If a patron authenticates with the campus single sign-on system by accessing Millennium, when they access subsequent servers, access should be allowed without requiring re-authentication.

31. RSS • RSS Feeds • What is RSS? • RSS is an easy way for you to keep updated automatically on websites you like. • Instead of you having to go to websites to see if they've written a new article or feature (or acquired new materials), you can use RSS (which stands for Really Simple Syndication) to get them to tell you every time they have something new.

32. RSS • RSS Feeds (3 types) 1. On-line catalog to accept incoming RSS feeds (Release 2006LE enhancement) • Incoming RSS enhancement allows staff to insert a token into the WebOPAC HTML pages • Token displays any RSS feed (eg. State or national publications, special interest websites or magazines, librarian weblogs) at any location where the token is inserted. • Library only needs to know the URL of the feed.

33. What’s new? Incoming RSS feeds Links to RSS feeds Page on Legal News From several sites

34. http://morris.law.yale.edu/screens/feeds.html

35. RSS • RSS Feeds (3 types) 2. Millennium Feed Builder (Release 2006 new product) • Allows the library to publish the results of any staff Boolean search of the catalog as an RSS feed. • This will direct the most recent information about a particular subject (or publisher, author, items, etc.) to patrons • Library staff can also create special review files of any topic of interest that the Feed Builder can transmit to anywhere in cyberspace • Library can become a daily information provider as part of the mix of news, magazines, blogs found in patrons’ feed readers.

36. RSS • RSS Feeds (3 types) 3. One-to-one support (Release 2006 new product): • When an authenticated patron accesses their record (through My Millennium, it will indicate ‘new content’ if there is time‑sensitive information relevant to that patron’s account. • for example, whether there are materials past due, or new materials available in the Library of interest to that patron

37. Courseware Integration Courseware Integration • Beginning with Blackboard • Plan to add others • Beta testing now in progress • General release with Release 2006

38. Blackboard Integration Release 2006 – New Product Innovative will create a Blackboard Building Block to transfer the identity of the user from the Blackboard system into the Millennium system without requiring re-verification in four areas • Linking the patron to their My Millennium record by seamlessly passing a unique identifier, from the Blackboard patron record to Millennium • Allowing access to view electronic reserve materials • Allowing access to licensed resources through Web Access Management • Allowing searches to be passed through to the Millennium catalog to log the user in before executing the search in Millennium.

39. Blackboard Integration Course Record Integration Innovative will create a Blackboard Building Block to link course records between the two systems • Allowing an instructor to add links between the Blackboard course record and the course record in Millennium • Using identical matching on the course name in Blackboard and Millennium to make this function work

42. Search the Catalog Or login to your Patron account

43. From a course in Blackboard, get a link to the library’s Course record Opens the course record directly inside Blackboard

44. Link to catalog Course Record

46. Other enhancements • Web OPAC Enhancements • Reading History (Millennium Silver, 2004) • Allows patrons to keep track of what they’ve read. • Rating Materials (Release 2005) • Patrons can rank materials they have read and share the ranking with other readers. Library becomes more of a community experience. Patrons get more involved and also get an introduction to all of the things that they can do with their My Millennium account.

47. Other enhancements • Web OPAC Enhancements • Freeze My Request (Release 2005) • Patrons who have created a hold can suspend the hold by clicking the freeze button. Saves patrons the time of reinstating the hold and waiting for the item to arrive (e.g. if they have to leave town). • More Dynamic Suggestions (Release 2005) • For libraries who have WebBridge and ERM. Patrons can see real-time data from the ERM module in the WebBridge window. • Lets patrons immediately see helpful annotations about the resources and can immediately discover what the information packages contain and how they can be used, at a glance.

48. Integration of resource & license data in WebBridge