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SWAN Quarterly Update. March 7, 2019. March 7, 2019 Quarterly Meeting Agenda. Introduction of New Library Directors Action Item-- Approval of the December 6, 2018 Quarterly Meeting Minutes Action Item—Approval of the FY20 Budget & Fee Schedule
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SWAN Quarterly Update March 7, 2019
March 7, 2019 Quarterly Meeting Agenda Introduction of New Library Directors Action Item-- Approval of the December 6, 2018 Quarterly Meeting Minutes Action Item—Approval of the FY20 Budget & Fee Schedule Information Item – 2019 SWAN Board Election Process Information Item—Internet Access Changes for July 1, 2019 Information Item – Server Migration Recap Information Item – SWAN Advisory Group Updates Cataloging Circulation Discovery Information Item—BLUEcloud Mobile App & Enterprise Update Announcements and Questions
SWAN Fiscal Year 2020 Budget • Refer to exhibit pages 28 – 48 • Budget summary page 28 • RAILS LLSAP Funding Grant page 29 • Fee chart pages 40-41 • SWAN Library roll call vote performed by Tiffany Verzani, SWAN Board Secretary Article IX Section 6 Voting: The following items require membership vote to pass: Budget & Revisions (In-person affirmative vote of 2/3 of all members present is required)
SWAN Internet Access Changes Aaron Skog, SWAN Executive Director March 7, 2019 SWAN Quarterly Meeting
Internet Access: Now Only for Schools with SWAN Public Library Partners (pgs. 50-51)
Server Infrastructure Migration Recap Steven Schlewitt, SWAN IT Manager March 7, 2019 SWAN Quarterly Meeting
Infrastructure Migration: Recap • October 10th – Symphony 3.5.3 upgrade • Mitigated database slowness from Spectre/Meltdown patching that became apparent in upgraded Red Hat and Azure environment • November 6th/7th – Red Hat Operating System upgrade • Ensured compatibility with Azure environment along with OS security and stability needed moving forward • January 8th – SendGrid mail service rollout • Ensured high-volume emails to patrons would not result in blacklisting • Permitted greater insights into email delivery • January 13th/14th – Production server a migration to Microsoft Azure • Eliminated dependence on aging server hardware • Progressive dates throughout – VPN and firewall migration to pfSense/Microsoft Azure • Eliminated dependence on aging firewall hardware
Infrastructure Migration: Issue Troubleshooting • Symphony server outages / SIP2 outages on January 14th, 15th • Due to overconsumption of resources from SIP2 services • RESOLVED Jan 15th by increasing system resources, creating “safety net” scripts, and limiting max simultaneous SIP2 connections • Unexpected brief network timeouts/VPN outages, network slowness • Due to overzealous VPN renegotiation in-hours, packet rewriting configuration • RESOLVED after-hours in Jan by reconfiguring renegotiation of tunnels and packet MSS-clamping setting • Envisionware PC Reservation reconfigurations • Due to lack of hostname support in legacy versions of PC Reservation • RESOLVED Jan 16th through manual follow-up with impacted libraries • EDI Issues • *Unrelated to Azure migration, due to fiscal rollover (which occurred around the same time) • MobileCirc logins • *Unrelated to Azure migration, due to high volume offline user delinquency file • RESOLVED Feb 25th through temporary reduction of offline user delinquency file
Infrastructure Migration: Downtime Tracking, Dec 1st through Mar 5th *Specific outage data noted in Quarterly packet
Infrastructure Migration: Notable Benefits • 99% read-caching of data • Symphony server data is cached to Solid State disks, allowing the fastest-possible data searching and record reading operations • On-schedule Symphony reports • Reports are running significantly faster • Overnight reports completing within allotted window • Sunday morning deletions completing prior to 6am • Morning report schedules are largely running on-time • Greater overall stability • Reduced impact from Web Services issues
Infrastructure Migration: Volume Email Service • 30-day stats as of March 6th • Emails Routed: 442,132 • Delivered Successfully: 438,632 (99.21%) • Emails Bounced: 529 (.12%) – these are forwarded to your aliased email addresses • Emails reported as spam: 62 (0.01%) • Remainder are currently active/pending delivery • Troubleshooting unreceived emails • Check spam/junk folders • Check email rules or forwarding • Outlook.com/Live/Hotmail users – check “Clutter” and “Other” folder options in Focused Inbox
Advisory Groups UpdateScott Brandwein, SWAN Bibliographic Services ManagerClaudia Nickson, SWAN ConsultantCrystal Vela, SWAN ConsultantRobin Hoffstetter, SWAN Electronic Resources ConsultantAaron Skog, SWAN Executive Director March 7, 2019 SWAN Quarterly Meeting
What Are Advisory Groups? Open to those who want to have a more active role in shaping the catalog. This group discusses and makes necessary changes to SWAN’s cataloging standards and procedures. Advisory Groups are different from SWAN User Groups Advisory Groups led by SWAN staff with membership: Input on standards, policies, system changes, projects User Groups: discussion on topics, networking with colleagues Acquisition User Group (x2 year) Circulation User Group (x5 year) ILL User Group (NEW x3 year) Outreach User Group (NEW x4 year) RFID User Group (x2 year) Serial User Group (x2 year) Technology User Group (x2 year) This group consists of 11 members elected for two-year terms on a rotating basis. Topics include circulation policy, best practices, and software/enhancements. All library staff are welcome to attend. Open to all library staff. This group participates in research, testing, and development of User Discovery platforms & tools. Topics include Enterprise configuration, eResource Central, mobile device searching, and EBSCO Discovery Service.
Cataloging Advisory Group • Vox/Read-along best practices • Blu-Ray/DVD combo packs • Local Note : 591 tag • Reclamation update and OCLC holdings • Cataloging Standards
Circulation Advisory Group • National Change of Address (NCOA) • Provided insight on how to better the process • Custom Long Overdue Report • Patron Purge • Green Hills Presentation • Outreach Module • Circulation Policy • Hold Wrapper Best Practices • Mail Returned Status • Consolidation of Overdue Notices
Discovery & User Experience Advisory Group • Support Site Documentation • Call Number and Location Labels • BiblioBoard • Usability Testing Changes • Enterprise Outages • SirsiDynix Enhancement Forums • SWAN E-Resources Purchase • Article Search Demo • Discovery Platform R&D
Enterprise & BLUEcloud Mobile App Update Tara Wood, User Experience Manager March 7, 2019 SWAN Quarterly Meeting
New Format Icons & e-Facets • Added in February • Address two usability issues surfaced in the Fall 2018 usability test • Patrons expect the ‘Format’ facet to have all formats • Search results are hard to scan for print vs. digital results
BLUEcloud Mobile Configuration Questionnaire