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Horizon/HIP Update
SirsiDynix Symphony Update
8 May 2008
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Overall Horizon Product Strategy
• Remove barriers to 7.4.1 and HIP 3.09
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– Packaging and testing of Web Reporter 1.5
– French-Canadian packaging and beta test
Deliver new and enhanced “Medley” products
– Products which will work with Horizon and with SD
Symphony
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Deliver bug fixes and enhancements in 7.4.2 and
HIP 3.10
Coding for Sybase 15 & MS SQL Server 2005 and
test for certification and delivery in 2009 (w/7.4.3)
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Horizon 7.4.1
• Release version supports both HIP 3.09 and HIP 4.13.
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– Allows all customers to upgrade.
Between Horizon 7.3.4 and 7.4.1 there are over 350
different bug fixes.
Between HIP 2.1 and HIP 3.09 there are 700 bug fixes.
Delivers French Canadian language support
Supports a new version of Web Reporter (1.5)
Tested and certified for
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Circulation Improvements for Horizon 7.4.1
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The ability to print new Waiver and Transit receipts
Pre-overdue notices
Significant updates to the ACS SIP2 client (ESIP Server)
The ability to track In Transit items
Updates to MARCIN, MARCOUT, BIMPORT utilities
Ability to print locally unique transaction id on payment receipts
Ability for staff to determine if expiration date should change when changing location or
BTYPE
The ability to obscure certain borrower information on patron receipts such as
“************0081” instead of whole barcode
The ability to automatically limit Borrower Search limit to specific groups of agencies
The Checkin Hold Fill Screen displays the true notice method (e-mail or print) and
doesn’t just default to print
Fixed problem where the Pull list may fill wrong request if queue has been reordered
Fixed problem where Items were aged to lost prematurely if the final notice was
delivered by TeleCirc
Damaged checkin on a transit request no longer corrupts data
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Tech Services Improvements in Horizon 7.4.1
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Budget Hierarchy Report, Percent Available displayed not a true percentage
Creating PO from Distribution pattern results in some line items being
dropped.
Use of colon, plus sign, question mark, or single quotation mark (:, +, ?, ') in
the Vendor Note can cause issues with the Edifact file being properly
generated.
Edifact files with a question mark (?) as the last letter of the title can cause
the Edifact processing to crash.
Creating a PO using a send-to from pac can result in an invalid ISBN being
placed in the PO and make the order sent to the vendor via Edifact unusable.
Orders Created with 10 digit ISBN are not found when searching using a 13
digit ISBN
A dash ('-') in the 13 digit ISBN can cause verification in MARC Editor to fail.
An item barcode search using significant digits pulls up wrong item
The ability to print_format_block 'text' field to print for 'pickloc' field type
Applying a Horizon StaffPac Restriction may cause a "Database error:
Incorrect syntax near the keyword”
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Key Improvements for HIP 3.09
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The ability to connect to Horizon 7.4.1
Upgrade to Firebird version 2.03
– Install is included for Windows (98 – XP), Linux, Solaris SPARC and Solaris X86
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Upgrade to Jetty 4.2.19
– Resolves many security issues that have been reported with version 4.2.9.
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Multiple display fields that use the same fixed element and the first display field has no
data, you will still display all the appropriate data.
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Show authors in TOC for Bowker enriched data
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My List is not being cleared when the user logs out of HIP
Suspend_until date was not displaying in My Account -Items out
My List was not being cleared when the user logged out of HIP.
When you limit an ISBN exact match search you now get matches
Requests deleted via HIP can now be recorded separately from those deleted via
Horizon
Show authors in TOC for Enriched Content from Syndetic Solutions
Problems with displaying correct 'Suspend until' dates when changing the status of a
local hold
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Introducing the “Medley” Product Suite
• Products which can be implemented in Horizon and also work
with SD Symphony
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Web Reporter statistical reporting
Enriched Content for public access
SirsiDynix “Enterprise” faceted search software
PocketCirc online and offline circulation and inventory
Telephone Messaging 3
Self-service circulation
Envisionware PC Management
SIP/NCIP Responder
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Web Reporter 1.5
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WR is a Medley Product
works with Horizon and
Symphony
WR 1.5 Requires
Horizon 7.4.1 or greater
New Dashboard reports
MicroStrategy 8.1
Project merge
availability
Over 180 modifications
to metadata
Changes in the new
project are documented
and provided in the
Release Notes
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Enhanced Enriched Content
• Medley Product works with Horizon and Symphony
• “Deluxe” package available from Bowker (Syndetic Solutions)
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Fiction profiles
Find similar titles
Series list
Horn Reviews
Spanish language content
German language content
Video & music cover images
Video & music profiles (coming soon)
• Standard and “Deluxe” package available with HIP 3.10 (Q3)
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SirsiDynix Enterprise 1.0
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Faceted Discovery/Delivery
Works with Horizon and Symphony
Supplements HIP (uses HIP for detail view)
Available with Horizon 7.3.2 and higher
Interface for auto-updates built into 7.4.2
Fuzzy search logic
Search index updated based on changes rather than complete
nightly dump
Consortia support
Multilingual Support
Look and feel configuration (“themes” via css & javascript)
URL search (for in-bound searches)
Search widget (for use on other web pages)
“Did you mean” feature
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SirsiDynix Enterprise
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Goals for Enterprise 3.0
• Integrate additional data sources
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Federated Search
Library favorites
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RSS feeds
Tagging
User Reviews
Ratings
• Pluggable component approach (not one-size-fits-all)
• Guided Discovery option (simplified CM)
• Web 2.0 Community features
• Third party interfaces
• Visual Search
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PocketCirc
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Medley Product works with Horizon and Symphony
Software for online/offline circulation and inventory
Platform: Windows Mobile 5 (Touch screen) and above
Replaces Telxon & Percon (no longer available)
Communicates to server via SIP
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Checkout/Checkin extensible to other SIP-based ILSs
Requires implementation of SIP server (not previously required)
• Inventory Control
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Identify items missing from inventory
Inventory requires proprietary hooks in SIP for real-time inventory
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PocketCirc Checkout Item
• When checking out items you
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can set an alternate due date or
use the due date set through
policies
The item barcode and due date
will display in the charge list
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PocketCirc Checkin Item
• A Checked in item will display
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the item ID as well as routing
information
CKI can be backdated for bookdrop items
When checking in items in
online mode, the client will alert
the operator if the item is on
hold, has a lost status, needs to
be sent to another library for
shelving, etc.
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PocketCirc Inventory
• Can be used offline or online
• Scan the barcodes
• Real time inventory in online
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mode
Upload the files in offline mode
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NCIP Responder
• Medley Product works with Horizon and SD Symphony
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– Independent from HIP
– Delivered with ACS software (same which supports SIP interface)
User-friendly configuration tool
Improved supportability
Improved and enhanced NCIP messages
– Increases the number of supported messages from 7 to 14
– Supports VDX and URSA
Improved (faster) performance by 10 - 20 fold
Compatible with 7.4.1 and above
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Horizon & HIP – Next Releases
• HIP 3.10
– Enhanced enriched content from Bowker
– LDAP Authentication
– Improved Boolean searching
• Keyword search “Bud, Not Buddy” doesn’t choke on “not”
– Stops borrower requests on shelved items
• Based on IP of requester and on-shelf library
• Horizon 7.4.2
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50 + bug fixes
PO is created with ISBN on Bib imported from vendor
Tight integration with “Enterprise” faceted search software
GA Targeted for July/Aug. 2008
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Sybase 12.5 and MS SQL 2000 EOL
• MSSQL 2000 EOL: April, 2008
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– Per incident support IS available through 2013
Sybase 12.5 EOL: December 2009
Sybase 15 and MS SQL Server 2005
– Development work has begun, but put on hold in favor of
delivering 7.4.2 features and Medley products
Scheduled to be finished with engineering Q4 2008
Testing required for all Horizon-related products
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Test and release in 2009, most likely as 7.4.3
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2008 Deliverables for Horizon Libraries
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Web Reporter 1.5 – April 2008
Horizon 7.41/HIP 3.09 French-Canadian – May/June 2008
Enhanced NCIP Responder for Horizon – May/June 2008
New “Enterprise” faceted search for Horizon – Q3 2008
Horizon 7.4.2 and HIP 3.10 – Q3 2008
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Enhanced Enriched Content
LDAP Authentication
Boolean search enhancements
PocketCirc available – Q4 2008 for 7.4.2
Support for Sybase 15 & MS SQL Server 2005 – Early 2009
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Horizon and Pivot Product Release Estimates
Enterprise
Faceted
Search
NCIP
Responder
Pocket
Circ
Web
Reporter 1.5
Horizon 7.4.1
HIP 3.09
HIP 4.1.3
Horizon 7.4.3
and related
products
Horizon 7.4.2
HIP 3.10
French-Canadian
Horizon 7.4.1/HIP 3.09
Sybase 15
and MS SQL
Server 2005
Enriched
Enhanced
Content
Q1
2008
Q2
2008
Q3
2008
Q4
2008
Q1
2009
Horizon Product Roadmap
Q2
2009
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SirsiDynix Symphony release dates
• SirsiDynix Symphony 3.2 released on time in December 2007
• SirsiDynix Symphony 3.2.1 release on 28 May 2008
• SirsiDynix Symphony 3.3 release in early 2009
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Symphony Version 3.2
• Staff efficiencies
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Optional Web-based staff clients; geared to K-12
Support for taxes
Updates to Floating Collections
• Improving services to end users
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Support for proxy or “family” linked borrowers
• Granular to protect privacy, privileges
Patron credits permit pre-pay for services offered by library
Ordered hold fills: Great for consortial situations
Delivery Service
• Handle on home or on campus delivery via “books by mail”
• Optional cost recovery
• Controlled by library location, item type, and patron type
• Staff and public interfaces
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Key 3.2.1 Features
• eCommerce links to Envisionware from e-Library OPAC, including
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pass through authentication (based on latest Envisionware release)
Updates to “expired borrower” rules based on Horizon/Dynix
expectations – similar to updates in Horizon 7.4.1
Improvement of “modify due date” workflow (feedback from large
Dynix site)
Support for Talking Tech “SIP2” interface
Improvements to Acquisitions workflows (feedback from large Dynix
sites)
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Key 3.2.1 Features
• New options for capturing circulation statistics: when item type that
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indicates “multi-piece” item is used, operator may enter the piece
count. That count will be reflected in the resulting circulations
statistics. (Dynix, Horizon)
Updates to hold slip printing to promote staff efficiency for hold shelf
retrieval, bookmobile support (large Dynix and other sites’
suggestions)
Updates to “policy hours” support in iBistro: promotes a “closed
stacks” delivery that can be ordered via Consulting Services (Some
Dynix and Horizon sites)
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Key 3.2.1 Features
• Updates to Floating Collections to make more consortia-friendly
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(capabilities now beyond what is supported in Horizon)
Updates to Z39.50 server to improve consortial support: search
limiting by library group/associated, controlled return of holdings data
Support for Classified Accountability in Java Client
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Accountability is a SirsiDynix Symphony feature that can limit search and
circulation access to particular bibliographic and/or item records to
patrons with specified levels of classification (e.g., need to know), etc.
Primarily used in corporate and government libraries; this feature does
not exist in Horizon or Dynix.
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Key 3.2.1 Features
• Support for entering only ‘meaningful’ characters of barcodes
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(Horizon/Dynix capabilities)
Option to have barcode check digit calculated on request
New capability for sites using the “auto-ID” process to have the
system based the assigned IDs on the barcode format in use at site
Support for WebReporter
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Basics of the SirsiDynix Symphony 3.3 Roadmap
– Support for VIP in Acquisitions
– Greatly expanded UNIMARC support
– StaffWeb client to for all libraries
– Staff efficiencies:
• Global call number updates
• Updates to tax support for purchase orders: companion to
“tax at invoice” support included in SirsiDynix Symphony
3.2
• Horizon-style “re-shuffle hold queue”
• “Item group circulation”: identify groups of materials that
can be circulated together via a single barcode or
circulated individually via their unique barcodes
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Basics of the SirsiDynix Symphony 3.3 Roadmap
– Staff efficiencies/Services for end users:
• Support for rental fees
• Basic SmartCard implementation based on UK standards
• End users:
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Expand support for Enriched Content to accommodate new content
from Bowker and other ‘feed’ sources (change will be made to HIP
3.0x series as well)
HIP-style “My List” capabilities
HIP-based Patron “My Account” capabilities such as linking to title
from My Account displays, display of material type and hold “in
transit” status
Sorting of Patron “My Account” lists
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SirsiDynix Sales Territory Change
Steve Orton
Territory Sales Representative – Mountain Plains
Steven.orton@sirsidynix.com
800-288-8020 ext 5502