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Wot’s in a Name?

Wot’s in a Name?. Enterprise/Portfolio & the Discovery Layer Experience in the Swift Consortium Lloyd Brady – Swift Systems Administrator. Prologue: Naming (un-)conventions of SirsiDynix. Unicorn – Symphony iLink – iBlink – iBistro – e-Library Hyperion – Enterprise - Portfolio.

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Wot’s in a Name?

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  1. Wot’s in a Name? Enterprise/Portfolio & the Discovery Layer Experience in the Swift Consortium Lloyd Brady – Swift Systems Administrator

  2. Prologue: Naming (un-)conventions of SirsiDynix • Unicorn – Symphony • iLink – iBlink – iBistro – e-Library • Hyperion – Enterprise - Portfolio

  3. The Swift Environment • Two database instances – VIC & NSW • 22 library services (20 have purchased the Discovery Layer, but only 6 are live)

  4. Naming Conventions • Profile for each library service (at least one) • Unique domain names for each profile (swft.xxxx.ent.sirsidynix.net.au). EG: • http://swft.cprl.ent.sirsidynix.net.au • http://swft.cobb.ent.sirsidynix.net.au • http://swft.gvrl.ent.sirsidynix.net.au • http://swft.hclc.ent.sirsidynix.net.au • http://swft.chrl.ent.sirsidynix.net.au • http://swft.wrlc.ent.sirsidynix.net.au

  5. Initial Implementation • “Global” policies: • Hit List and Detail Display fields • Naming conventions for profiles, images and other files • Custom content directories • Harvesting schedules • “Federated” searching – NOT • Configuring Display Codes

  6. Implementation (cont.) • HCLC migration from EPS Rooms • CPRL launch October 2010 - Enterprise 3.1 • 6 Profiles currently live • Other libraries wait for features/bug fixes promised in future release

  7. To Share or not to Share • Creating and sharing Rooms? • Search limits – where are the search groups? • Custom content files and directories: • /custom/web/content/xxxx

  8. E-Library Integration • Moving between interfaces • Mirror the look & feel? • Separate My Account logins • Possible confusion for users • Online User Registration • Different URLs for each library needed

  9. Version 4.1 – The Good • Simple content management system • Fuzzy Logic Searching & Facets • Federated targets (sort of) • Web Services & My Account Display • Static URLs for results and RSS feeds • Gutenberg e-books • Syndetics display and Google Books (“accordion” panels) • Custom Roles (almost)

  10. Asset Stuff (Portfolio) • Asset Administration • Metadata standards • Searching for Assets (Asset search limits) • Asset (in)security • Harvesting other databases • Hyperion data import

  11. Statistics • Google Analytics • E-Library v Enterprise/Portfolio • Counting Searches (sort of) • Syndetics Statistics • Inflated content hits due to “pre-polling” of Syndetics data

  12. Version 4.1 – The Bad • My Account Hold Dates • Custom roles not quite there • New Titles display • Volume Holds not working • Library Favourites • Databases tab/icon • No security for Assets (without Accountability) • Pickup Libraries – a MESS

  13. New Titles Lists • Display nice – Function poor • Does not use pre-existing Information Desk policies/Bulletin Lists • “Custom” lists very limited options • “Library group” limit does not seem to work

  14. Volume Holds • Unable to select Volume in most instances • Where you can select Volume, the hold doesn’t necessarily get filled by that volume • Cannot place more than one hold on a title, even if volume is selected

  15. Asset Security • All assets are searchable, whether they have a security level assigned or not • No easy way of assigning assets to a particular profile • If you have the URL to a particular asset, you can access it no matter the security level assigned

  16. Pickup Libraries • Libraries display as policy codes, not descriptions • No order to the list of Pickup libraries • No way of re-ordering the list • No “blank” field at the top of the list (i.e. “Choose a Library”

  17. What’s Needed • Pickup Library fixes • My Account hold dates • Email alerts when System Tasks fail • Requests integration (display in My Account) • More Language label sets

  18. What’s Needed (cont.) • Change the way Syndetics content if pulled • Rooms management – make only available to the Profile the room is created for • Reconfigure the New Titles lists to work with the Information Desk policies • Asset improvements • Real security • Assigning particular assets to particular Profiles

  19. Spin over Substance? • Good product, with many excellent features • Some basic functionality missing or mismanaged • Marketing and promotion seems to have taken precedence over care functionality

  20. Epilogue: Enterprise or Portfolio? – Why the name change? • Enterprise • To boldly go... • Too Trekky? • Portfolio • “Arty” for the cultured UK/European market? • Bureaucratic?

  21. What they should have called it... • Temporal • Archival • Repository for • Digital • Images & • Stuff

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