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INFOhio’s New Library Automation System February 2005

INFOhio’s New Library Automation System February 2005. As of today... INFOhio has installed Sirsi K-12 at: 115 districts 471 libraries. INFOhio’s Mission

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INFOhio’s New Library Automation System February 2005

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  1. INFOhio’s New Library Automation System February 2005 On the World Wide Web: http://www.infohio.org

  2. As of today... INFOhio has installed Sirsi K-12 at: • 115 districts • 471 libraries On the World Wide Web: http://www.infohio.org

  3. INFOhio’s Mission Ohio’s K-12 school library and information network, INFOhio helps ensure student learning through high-quality library / media / technology programs and services that: • Support academic achievement • Improve instruction • Enhance students’ love of learning • Foster information and technology literacy • Provide access to Ohio's learning resources On the World Wide Web: http://www.infohio.org

  4. INFOhio’s service delivery model: OECN DASites • Established network • Technical expertise • Experience serving schools • Governed by their members On the World Wide Web: http://www.infohio.org

  5. The future of MultiLIS… • Sirsi officially placed MultiLIS on maintenance mode as of March 2003(i.e., support but no new features). • INFOhio will continue to support our MultiLIS customers, until all libraries migrate to Sirsi K-12. On the World Wide Web: http://www.infohio.org

  6. What You Need to Know About Migration to Sirsi K-12 A brochure to share with: • School Administrators • Technology Coordinators • Library / Media Staff http://www.infohio.org/Documents/transition/TransitionBrochure.pdf On the World Wide Web: http://www.infohio.org

  7. Sirsi K-12 provides schools with: • Improved access to library materials via reading level, interest level, and state curriculum objectives. • Visual search interface ideal for younger students. • Optional value-added Content Enrichment and enhancement such as: book reviews, award winners and best sellers lists, author biographies, and more. On the World Wide Web: http://www.infohio.org

  8. Migration Progress… • Sirsi contract negotiated & approved • Transfer of existing software licenses • Pricing maintained thru December 2007 • Favorable discounts for new features • Prototype DASite hardware selected, ordered and installed: July-August 2003; last installation by March 2005 On the World Wide Web: http://www.infohio.org

  9. Wave One: Migration Prototypes… • Database built for each library: August 2003 • Policies entered for building/district: August • Test migrations & data evaluation: September 2003 • Training - throughout summer and fall 2003 • DASite staff • Library staff • Live migrations completed: October 2003 On the World Wide Web: http://www.infohio.org

  10. 45 prototype buildings live: October 2003 On the World Wide Web: http://www.infohio.org

  11. Wave Two: Migration Progress… • First 45 buildings surveyed: January 2004 • Training for first five DASite providers to continue migrations in their regions • LNOCA: 17 instances; 88 buildings • MEC: 12 instances; 116 buildings • NOACSC: 12 instances; 34 buildings • SCOCA: 18 instances; 42 buildings • SPARCC: 21 instances; 67 buildings On the World Wide Web: http://www.infohio.org

  12. Wave Three • Migrations occurring at six DASites • HCCA: 4 instances; 9 buildings • LEECA: 14 instances; 60 buildings • MDECA : 2 instances; 12 buildings • OME-RESA : 3 instances; 8 buildings • TCCSA: 7 instances; 27 buildings • WOCO : 1 instances; 2 buildings On the World Wide Web: http://www.infohio.org

  13. Wave Four • Training completed earlier this month (17 of 23 DASites trained for migration) • First sites live: February/March 2005 • Local work now underway • LACA • LGCA • MVECA • NCOCC: 3 instances; 5 buildings • NOECA: 1 building; 1 library • SEOVEC: 1 building; 2 libraries On the World Wide Web: http://www.infohio.org

  14. Wave Five • Database clean-up underway • DASite training to begin by March 2005 • ACCESS • NEOMIN • NEOnet • NWOCA • SWOCA • TRECA On the World Wide Web: http://www.infohio.org

  15. Shared server agreement • Four DASites working together • ACCESS • LGCA • NEOMIN • NWOCA • Joint fees will help offset an additional INFOhio Tech Support staff member. On the World Wide Web: http://www.infohio.org

  16. Waves Six and Seven • All DASites finish migrating current districts and new customers • Curriculum Resource Catalog migrates to Sirsi K-12 • INFOhio completes migration from MultiLIS to Sirsi K-12 • Target Date: Summer 2006 On the World Wide Web: http://www.infohio.org

  17. Sample DASite list of automated districts, with dropdown building links

  18. Sample Welcome screen for INFOhio’s CAT and CAT Jr. online catalogs

  19. Two additional features • MY ACCT views: • Loans • Holds requests • Fees and fines CAT Easy Search Screen As seen by Sirsi K-12 buildings

  20. Sample Enhanced Content: Book jacket covers

  21. CLCD entry Book jacket display Full-text excerpt Enhanced summary Sirsi K-12 Content Enrichment Examples Review from journal

  22. Sample Children’s Literature Comprehensive Database entry

  23. Sample Children’s Literature Comprehensive Database entry

  24. 1 3 2 4 Visual Search In CAT Jr.

  25. Content enrichment summary • Syndetics Solutions, Inc. • Tables of contents • Annotations/synopses • Author biographies • Reviews (Booklist, Choice, Doody's) • Excerpts • Book Jackets • Cahners/Reed Business Information, reviews from: • Library Journal • School Library Journal • Publishers Weekly • Independent supply sources • Bestseller lists/Prize-winners (not yet in CAT) • Children's Literature Comprehensive Database On the World Wide Web: http://www.infohio.org

  26. The Staff Interface: Workflows • Provides library staff with an easy-to-use interface for completing all administrative and technical duties. • Point-and-click, mouse-driven • Client-Server On the World Wide Web: http://www.infohio.org

  27. Some of the commonly used icons, as determined by Workflows settings Take a payment Change a barcode Renew Print Check in On the World Wide Web: http://www.infohio.org

  28. Toolbars and buttons are used to select wizard functions. Clicking a wizard opens a window for a specific task. Sample CheckOut: Find User

  29. Sample CheckOut Screen Helpers add relevant functions. Click underlined fields to display additional information.

  30. Item Lookup screen, from CheckOut

  31. Sample CheckIn, with Hold

  32. Sample Input Screen, from Add new copy Drop down menus are available for many fields.

  33. Sample Bib Display Screen, from Modify Title

  34. User Wizards Holds Wizards Wizards for Other Tasks Reports Wizards Circulation Wizards

  35. Migration Process New server installation for each DASite • Platform: Sun V880 server • UNIX Solaris operating system • Client/Server architecture • DASite staff receives necessary training. • INFOhio Technical Support provides assistance. On the World Wide Web: http://www.infohio.org

  36. Migration Process Update library hardware • Administrative workstations • Patron OPAC stations • Network or slaved printer. System printers are no longer supported. On the World Wide Web: http://www.infohio.org

  37. Hardware: Administrative workstations • Operating system: Microsoft Windows 2000, Windows XP, or Macintosh OSX • Network card • Processor • PC: 700 Mhz (1.4 Ghz Pentium IV recommended) • Mac: 700 Mhz PowerPC G3 (800 Mhz PowerPC G4 recommended) • 60 MB hard disk space • 256 MB memory (512 recommended) • Browser: Versions 5.0+ (6.0+ recommended) • Screen display: 1024 x 786 or better • Native Macintosh client available in coming version On the World Wide Web: http://www.infohio.org

  38. Hardware: OPAC stations • Intel/PC or Macintosh capable of supporting current browser versions of Internet Explorer or Netscape Navigator • Browser: Versions 5.0+ (6.0+ recommended) On the World Wide Web: http://www.infohio.org

  39. Migration Process Conduct recent MultiLIS inventory • Delete items that are no longer available. • Deleted Weeded and Withdrawn items. On the World Wide Web: http://www.infohio.org

  40. Migration Process Complete data cleanup • Phase 1a: Item Cleanup • Items without call numbers • Items without collection codes • Phase 1b: Bib Cleanup • Records without items • Repair substandard records • Phase 2: Identify unique cataloging practices On the World Wide Web: http://www.infohio.org

  41. Migration Process Identify special conversion needs • Funding sources not in MultiLIS notes field • Accelerated Reader info not in 526 tag • Curriculum alignments not in 6XX tags On the World Wide Web: http://www.infohio.org

  42. Migration Process Review and Revise current district policies • Worksheets developed to assist • Eliminate duplicate policies, when possible • New options to consider On the World Wide Web: http://www.infohio.org

  43. Migration Process DASite provider enters policies On the World Wide Web: http://www.infohio.org

  44. Migration Process DASite provider tests data migration On the World Wide Web: http://www.infohio.org

  45. Migration Process DASite provider establishes database for each district/building On the World Wide Web: http://www.infohio.org

  46. Migration Process Train library staff on new software On the World Wide Web: http://www.infohio.org

  47. Samples of INFOhio-produced training materials

  48. Migration Process Evaluate test conversion and policies • Bibs, items, patrons, outstanding transactions (e.g., current bills, loans, holds) • Important to confirm policies are working correctly • Verify call numbers, especially items with volumes, are correct • Verify proper staff access On the World Wide Web: http://www.infohio.org

  49. Migration Process Determine date for migration • By DASite provider and librarian On the World Wide Web: http://www.infohio.org

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