SWAN Committee of the Whole Meeting
Presented by Aaron Skog, SWAN Executive Director
August 11, 2015
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Post-Migration Update
 Training Opportunities
 Known Issues, Updates
 What’s Coming Up
 Request for Membership Feedback
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May Committee of the Whole Meeting & June
Quarterly Meeting
 How library data is displaying in Enterprise
 Process for data cleanup & ongoing entry
 Meaningful statistical reports for libraries
 Quality of Enterprise search results
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Group Focused on Enterprise
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Anthony Andros – Tinley Park Public Library
George Kalinka – Woodridge Public Library
Keisha Hester – Calumet City Public Library
Michaela Haberkern – Hinsdale Public Library
Molly Bitters – Eisenhower Public Library
Nicole Wilhelms – Downers Grove Public Library
Suzy Wulf – Indian Prairie Public Library
Meetings held June 4 & July 9
Created list of 18 topics
DUX Enterprise Changes
 With My Account, patrons now see the word “Alert”
instead of “Delinquent”
 (Note: “Delinquent” still appears in WorkFlows for staff use)
The word “Stacks” has replaced “Standard Shelving
Location”
 NYT Times Bests Sellers: Find In My Library now searches
Author/Title instead of ISBN: this allows multiple formats
to display
 “available” number count was removed from the hit list
and we are working on removing it from the tab
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 did not accurately reflect what was available on shelf (included
reference and other unavailable locations) and the two numbers
didn’t always match
Find In My Library
now searches
Author/Title instead
of ISBN: this allows
multiple formats to
display
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Discussed adding Item IDs to My account:
Recommended against as it looked cluttered
and potentially confusing
MARC 780/785 addition to display – in
progress
Next Meeting: Aug 13
Reviewing other library and consortium hit list
displays to compare and evaluate
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Symphony Reports Workshops: 5 offered
 2 completed
 Upcoming August 13 & 17, with August 24 just added!
 BLUEcloud Analytics workshops planned for October
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Symphony Guts Workshops: 3 of 5 completed,
including Webinar
User Group Meetings held
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Cataloging
Acquisitions
Serials
Circulation
Symphony Guts Training
 Inner workings of SirsiDynix Symphony
 Tables
 Policies
Reviewed best practices for selecting item types,
item categories
 Overview of resources available on the SWAN
support site and the SirsiDynix Support Center
 Staff across all departments of the library,
including circulation supervisors, technical
services supervisors, and reference staff
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Cataloging Users Group Topics
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Revised data entry standards
Reduce duplicate pre-cat records
Plan to standardize Item Types: begin immediately
Revisions to the Circ Map & Remapping Item Types
3 Hands-on workshops announced by
Bibliographic Services
 Data entry standards for “pre-cats”
 Completed 2 workshops (30 staff)
 August 18 (FULL: 15 seats)
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New to the SWAN Support
website
 Known Issues
 FAQ
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Enterprise
 Search
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Authority Cross-references Not Found in Enterprise
Ignore Initial Articles
Facet "View All" Option
Library and Location as "UNKNOWN" on Very Large Serials Records
Library search limit not respected when additional limits are applied
 My Account
▪ Renewals and Holds on Mobile Devices
▪ Checkout History Truncates
▪ BC Commerce payments not updating properly in Workflows
 eResource Central
▪ 3M checkouts by unauthorized users
▪ Available Axis 360 holds not showing in My Account
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Symphony Workflows
 Holds
▪ Blanket Holds are prematurely filled
▪ Copy Level holds do not follow queue when the Reorder
Holds Queue Wizard has been used
 Searching
▪ Browse Searching Not Landing on Correct Heading
 Cataloging
▪ Public Notes
▪ Volume Analytic Added When Unwanted
▪ Deletions and Error Messages
General Symphony WorkFlows
Acquisitions
Cataloging
Circulation
Enterprise
eResource Central
Offline Circulation
Serials
3rd Party Vendors
1.
2.
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4.
5.
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6/22 Enterprise outage 5pm – 5:18pm
6/29 Symphony Outage due to SWAN Network issue 11am –
12:20pm: not a Symphony problem
7/8 Planned Enterprise BLUEcloud Commerce outage 9pm – 11pm:
performed to fix BookMyne
7/21 Symphony unresponsive: server resource issue 3:45pm –
4:00pm
7/23 WorkFlows index msg “Heading not found” resolved
7/29 Planned outage to work on Symphony server 9pm – 10:20pm
allocating more Symphony server resources (Millennium server
retired)
8/5 Enterprise outage 7:45am – 8:00am: SirsiDynix SaaS team
detected problem and restarted SWAN Enterprise
8/7 Enterprise logins outage 4pm – 4:14pm
8/7 OverDrive content problems in eResource Central (current)
Announced June 4
 Symphony holds allowed
 Enterprise holds blocked
 Non-SWAN RB and Chicago patrons can in the
My Account area of Enterprise:
 Change their PIN, Set preferences, Setup text
messaging, View checkouts, Renew items if eligible
for renewal, Cancel holds, Change Pickup point (only
to those libraries that have opted in to “Pickup
Anywhere”), Suspend holds, Un-suspend holds, and
View fines
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The only thing they can’t do is place a hold!
BookMyne for iOS & Android
 Previewed BookMyne app at June Quarterly
 Resolved all issues, announced July 17
 SWAN released a “Quickstart Guide”
BookMyne + (Plus)
• Pilot with La Grange Library
• BookMyne+ is in the research stage
• SWAN staff are gathering additional
information from SirsiDynix as well as
working with our pilot library
• Identifying La Grange needs
Completed
training with
SirsiDynix
First month use:
• Checkouts on bike
• User Search
• Add user
• Renew by User
SWAN IT added
additional
security to
connection for
privacy
Issues
encountered
• Spotty WiFi on
streets
• iPad Mini camera
not good
Next Steps
• Holds Pull List
• Item Status
• Inventory features
• Bluetooth Scanner
BLUEcloud Commerce update
SVA pilot with Woodridge
Enterprise EDS & Enterprise 4.5
BLUEcloud Analytics workshops Oct
Project
June Q2 2015
BLUEcloud Cataloging
Progress Report
BLUEcloud Analytics
Progress Report
Enterprise Profiles & Rooms Training
Announce Classes
Enterprise 4.5
May/June Upgrade
EBSCO EDS (needs Enterprise 4.5)
Progress Report
BookMyne “+” Pilot
Progress Report
MobileCirc Pilot
Progress Report
Sept Q3 2015
Strategic Partnership Program (SPP)
Report
SVA Pilot
Update on pilot
Credit Card Swipes Pilot
*DELAYED*
awaiting softw fix
Pick Up Anywhere
Report
Dec Q4 2015
Social Library (Facebook Integration)
Progress Report
LDAP Login Integration
Progress Report
Symphony Site Administrators
Progress Report
Portfolio (digital collections)
Progress Report
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Use Committee of Whole & Quarterly to
engage in feedback with SWAN Board & staff
Consider SWAN staff for library in-service
days
Aaron Skog, aaron.skog@railslibraries.info