for Horizon Customers

slimwhimperSoftware and s/w Development

Nov 3, 2013 (3 years and 11 months ago)

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

CONFIDENTIAL

Upgrade Path to Symphony

for Horizon Customers

SirsiDynix

Libraries Users Group of Ontario

(SLUGO)



Friday October 30
th
, 2009

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Upgrade Options for Horizon Customers


Symphony Overview


Software components


Medley products


Hardware components


O/S and database options


Implementation Process Overview


Pre
-
Project Activities


Project Initiation


Planning


Execution


Post Go
-
Live


Planning for the Future


Q & A

Topics for Discussion

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

CONFIDENTIAL

Upgrade Options

for Horizon Customers

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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SirsiDynix Commitment to Horizon Customers


“There are no end
-
of
-
life plans for Horizon”


“We continue to invest in Horizon’s development”


“SirsiDynix will not leave you without the ability to effectively
serve your users”


Not pushing Horizon customers to move to Symphony


New releases are being planned and delivered


Some new product options (Medley Products) are available for
Horizon customers


Full details in Horizon 2009 Roadmap, published March 2009


SirsiDynix offers Horizon customers a very attractive and
affordable upgrade path to Symphony

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Upgrade Path for Horizon Customers


Upgrade or Migration?


Software license upgrade but migration project


Cost effective migration package for Horizon customers


Acknowledges your investment in SirsiDynix software


Like
-
for
-
like software licenses on Symphony at no cost


Includes Oracle database environment


Medley product investments transfer


Purchase package of services


Implementation


Project management


Consulting


Data migration


Training


Value bundles with multi
-
year maintenance

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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SirsiDynix

Symphony Overview

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Product Roadmap


2009 Release Schedule

2009

2010

Symphony 3.3

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Symphony 3.3.1

Symphony 3.4

Enterprise 3.0

SchoolRooms 3.0

ERes 5.6

Web Reporter 3.3

Director’s Station

Horizon 7.5

Hyperion 4

URSA 4.2

WS API 2.0

WS API 1.0

Enterprise 4.0

Horizon Medley Items

Horizon 7.5.1

SchoolRooms 4.0

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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SirsiDynix Symphony Overview


Key software components


Reporting options


Symphony Architecture


Platforms & Specifications


Unicode


API


Interfaces

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Key Symphony Software Components


WorkFlows


Java Swing staff client


e
-
Library
-

OPAC


Enterprise


Discovery Layer


StaffWeb


optional staff client


Reporting options


PocketCirc


Windows CE handheld circulation device


Upcoming: iPhone Apps

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

CONFIDENTIAL

Name


Library/Region

11/3/2013

10

Workflows Staff Client


Java Staff Client


Integrated staff environment


Easy to use with Task and Helper
icons


Efficient access to functions and
information


Easily sort and move data elements


Full range of staff modules


Circulation


Outreach (Homebound)


Offline Circulation


Cataloguing


Acquisitions


Serials


Media Scheduling


Reserves





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Name


Library/Region

11/3/2013

11

e
-
Library
-

OPAC


CSS
stylesheets



easy to configure
and change the user interface


Multiple gateways


local branding
for each library


Wide range of search and filtering
options


Graphical “icon
-
based” searching


Enrichment Content, including
Enhanced content


Reader reviews
-

Chilifresh


My List capabilities


Bestsellers, Recommended Reading


Library Information, Reading
Programs, etc



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Name


Library/Region

11/3/2013

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Enterprise


Faceted Search and Discovery Tool


Integrates with e
-
Library and HIP


Sophisticated natural language
“Google
-
like” searching


Fuzzy logic searching


Limiting and filtering by facets


Auto
-
complete with blacklists


Did you Mean functionality?


RSS feeds


Reader reviews
-

Chilifresh


Library Favorites


And more…




© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Name


Library/Region

11/3/2013

13

StaffWeb

Client


Web
-
based staff client that offers
most commonly used Circulation
and Cataloging functions


Easy to learn and use


Available for all library types


Easy administration

no
workstation specific clients!



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Name


Library/Region

11/3/2013

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PocketCirc


Horizon and
SirsiDynix

Symphony flavors


PDA online/offline circulation, in
-
house use
and inventory


Replaces
Telxon

&
Percon


Communicates to server via SIP2


Platform: Windows Mobile 5 above


HP
iPAQ

2490 (light
-
weight) and Data Logic
Pegaso

(ruggedized)




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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Reporting Options


Delivered Reporting Subsystem


Full scheduling capability


650+ delivered report templates


View, e
-
mail, print, and Excel output options


SQL adhoc reporting


Via API


Director’s Station


Data warehouse


Trend analysis


Circulation, Cataloging and Acquisition data


Web Reporter


Requires Microsoft SQL or Oracle database


Adhoc reporting and delivered reports


Latest Microstrategy version

16

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Unicode Module (Optional)


Requires Microsoft SQL or Oracle database


All string data in SirsiDynix Symphony stored in UTF8


MARC records converted to UTF8 for storage


MARC import, export, edit


Keyword and browse indexing of vernacular


Display of romanized and non
-
romanized characters in OPACs and WorkFlows

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Application Programming Interface


API subscription includes training and information database schema


Powerful tools for global
S
election,
E
diting,
R
emoval and
F
ormatting (SERF)


Query, edit and remove records (rows) from databases (tables)


Output (print) records


Record loading tools


These tools are an integral part of SirsiDynix Symphony


No SQL knowledge is needed





18

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Standards


Z39.50, Bath Profile


X12, SIP1, SIP2, NCIP


RFID, PayPal, Verisign


OCLC ILL



Dublin Core, MARC21, UKMARC, CNMARC, UNIMARC


LDAP, Athens, PKI


SQL, ODBC


Java, JSR 168 Web


XML, CSS, XSLT, Web Services, SOA

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Certified Solutions Provider

http://www.sirsidynix.com/Partners/certification.php

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Enterprise & e
-
Library Mobile Applications (early 2010)


iPhone Application for e
-
Library PAC functionality


Enterprise supported on iPhone

21

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Symphony Architecture

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SirsiDynix Symphony Architecture Option 1



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SirsiDynix Symphony Architecture Option 2



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SirsiDynix Symphony Architecture Option 3



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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

CONFIDENTIAL

Application Server Platforms


UNIX


Sun Solaris


IBM AIX


HP
-
UX


Linux


RedHat ES


Suse


Microsoft Windows 2003 and 2008



Database Environments


Microsoft SQL Server 2008 (3.3.1)


IBM Informix ISAM


Oracle 9i/10g databases

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Application Server Platforms


PA
-
RISC


Sun Solaris, IBM AIX, and HP
-
UX


Intel and AMD Opteron
-

single core and multi
-
core


Sun Solaris, Linux, and Windows


32
-
bit and 64
-
bit

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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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WorkFlows Platforms


Microsoft Windows XP, and Vista


Mac OSX 10.5 (Leopard)


Remote OPAC &

StaffWeb

Client Platforms



UNIX


Linux


Microsoft Windows


All common browsers

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Software as a Service (SaaS)


Hosting offered for


Application Server


OPAC Web Server


Web Client


Database


SirsiDynix


Performs SirsiDynix Symphony upgrades


Performs backups


Maintains hardware/OS


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© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Implementation Process Overview

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Name


Library/Region

11/3/2013

30

Implementation Process Overview

Initiation

Planning

Execution

Post Go
-
Live



Kick
-
off Meeting



Project Team


Hardware Check/Review
(if provided by customer)



Connection Check



Data Diagnostics



Policy Profiling



Introduction to training



Weekly project calls



Software Install



Load Policies



Test Data Load



Data Review



Training



Consulting Support



Production Data Load



Go
-
Live



Consulting Support



Handover to Client Care

Initiation

Initiation

Project
Initiation

Planning

Planning

Planning

Execution

Execution

Execution

Post Go
-
Live

Post Go
-
Live

Post Go
-
Live

Initiation



Sales Process



Consulting



Information gathering



Evaluation



Contract Signing



Hardware Purchase



Data Cleanup

Initiation

Initiation

Pre
-
Project

31

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Pre
-
Project Activities

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Name


Library/Region

11/3/2013

32

Pre
-
Project Activities

Consulting/
Sales
Process

Contract
Signing

Hardware
Procurement

Data Review
& Cleanup

Project Kick Off

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Name


Library/Region

11/3/2013

33

Pre
-
Project Activities

Other points to note



Document any data/application related question and answers



Document any custom data/application needs



Share notes with Sales Consultant and Project Manager


Make sure specific requirements are included in the SOW


Clarification documents can be attached to your contract

Consulting/
Sales
Process

Contract
Signing

Hardware
Procurement

Data Review
& Cleanup

Project Kick Off

Typical Activities


Sales Consultant is your key contact


Evaluate functionality


Pre
-
recorded and onsite demos


Review release notes and technical specifications


Hardware configurations/life cycle


Review Horizon add on products


Consider database environments


Oracle or MSSQL


Consider services required for the migration


Review configurations and provide budgetary costs


Timing and Scheduling


Reach agreement on terms of the contract

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Name


Library/Region

11/3/2013

34

Pre
-
Project Activities

Consulting/
Sales
Process

Contract
Signing

Hardware
Procurement

Data Review
& Cleanup

Project Kick Off

Activities to Consider


Purge inactive patrons


Reattach or delete unattached items


Review bibliographic records with no items


35

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

CONFIDENTIAL

Project Initiation

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Name


Library/Region

11/3/2013

36

Project Initiation

Kick
-
Off

H/W
Check/Review

Connection
Check

Project
Planning

Schedule

Approval

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Library/Region

11/3/2013

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Project Initiation

SirsiDynix Project Team



Project Manager



Data Services staff



Library Consultant



Product Delivery staff



Training resources



Library Project Team



Systems Administrator and other Support Staff



Equivalent experts on customer team

Kick
-
Off

H/W
Check/Review

Connection
Check

Project
Planning

Schedule

Approval

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Library/Region

11/3/2013

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Project Initiation

Implementation Schedule



Agreed in conjunction with your Project Manager



Typical migration takes 4
-
6 months



Implementation schedule drives the project milestones

Kick
-
Off

H/W
Check/Review

Connection
Check

Project
Planning

Schedule

Approval

39

© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Planning Process

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Name


Library/Region

11/3/2013

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Planning Processes

Data
Diagnostics

Data Mapping
Review

Policy
Profiling

Policy
Review

Weekly
Project Call

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Library/Region

11/3/2013

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Planning Processes

Data
Diagnostics

Data Mapping
Review

Policy
Profiling

Policy
Review

Weekly
Project Call

Diagnostic Reports



Counts for each data type



Invalid codes



Unused codes



Custom columns for borrowers (patrons), items and copies


© Copyright APAC Conference & SirsiDynix, 2009. All rights reserved

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Name


Library/Region

11/3/2013

42

Planning Processes

Data
Diagnostics

Data Mapping
Review

Policy
Profiling

Policy
Review

Weekly
Project Call

Options to Consider for the Project



Bibliographic Cleanup & Analysis



Authority Processing & Ongoing Authority update



Barcode review & cleanups


Data Load Services



Bibliographic and item data



Authority data



Circulation transactions data



Borrower data



Acquisitions data



Serials data



Media data



Data Implementation Guide


43

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Execution

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Name


Library/Region

11/3/2013

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Execution

Software
Install

Load Policies

Test Data
Load

Data Review

Consulting
Support Remote

Production Load
& Go
-
Live

Training

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Library/Region

11/3/2013

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Execution

Terminology

Software
Install

Load Policies

Test Data
Load

Data Review

Consulting
Support Remote

Production Load
& Go
-
Live

Training

DYNIX

HORIZON 7.x

SirsiDynix

Symphony

Codes

Codes

Policies

Agency

Location

Library

Collection

Collection

Location

ITYPE

ITYPE

Item Type

PTYPE

BTYPE

User Profile

PSTAT

BSTAT

User Categories

Patron

Borrowers

Patrons

PURF

Monetary Blocks

Bills

Request

Request

Holds

PURF/CIRC

CIRC

Charges

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Library/Region

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Execution

Other Training Options



Customized training sessions



Onsite training sessions



Test/Training system

Software
Install

Load Policies

Test Data
Load

Data Review

Consulting
Support Remote

Production Load
& Go
-
Live

Training

Standard Training Package



WBT Training Coupon



Unlimited access to WBT



Unlimited access to recorded training

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Library/Region

11/3/2013

47

Execution

Optional Services to consider...



Portal Customisation / E
-
Library Customisation



Additional Test Loads



Acquisitions workflow analysis/consultancy



Onsite Go
-
Live consultancy



Remote Go
-
Live consultancy

Software
Install

Load Policies

Test Data
Load

Data Review

Consulting
Support Remote

Production Load
& Go
-
Live

Training

48

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Post Go
-
Live

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Name


Library/Region

11/3/2013

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Post Go
-
Live

Post Go
-
Live
support
-

SureStart

Client Care
Transition

Customer
Survey

Project
Complete

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Library/Region

11/3/2013

50

Post Go
-
Live

Consultancy include as standard



SureStart
-

6 months of consultancy



Normally begins when the library goes live.



Consultant assigned to your library



Resource for the entire staff, not just system


administrators



Addresses issues outside the scope of training /support



Six months package includes four (1 hr) weekly calls


and five (2 hrs) monthly calls


Post Go
-
Live
support
-

SureStart

Client Care
Transition

Customer
Survey

Project
Complete

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Library/Region

11/3/2013

51

Post Go
-
Live

Post Go
-
Live
support
-

SureStart

Client Care
Transition

Customer
Survey

Project
Complete

Additional Services you can purchase



SureSailing



API Consulting workshop



MARC Record overlay



Authority Processing (one time)



Authority Processing subscription service



Bibliographic De
-
duplication service



Ongoing Training packages


-

Yearly eLearning


-

Value Instructor led


-

Value HOL

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Name


Library/Region

11/3/2013

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Name


Library/Region

11/3/2013

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Data Services


Authority Processing


Authority update subscription


School Reading data service


Bibliographic clean
-
up


Bibliographic Analysis


MARC Record overlay


Bibliographic De
-
Dup
processing

... And many more



Consultancy Services


SureSailing


API Workshops


E
-
Library Customization


Acquisitions Workflow
Consulting


Collection Exchange Consulting


Demand Management
Consulting

... And many more

For more information regarding additional services please contact your
Sales Representatives (Gilbert Mongeau & Tom Walker)

Summary of additional services offered...

Training Services


Onsite Training


Annual Training Subscription


Group Distance


Hands on Lab


Recorded Sessions

53

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Planning for the Future

54

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Summary
-

Planning for the Future


Contact your Sales Consultant (Gilbert Mongeau & Tom Walker)


Provide pre
-
recorded demos


Onsite demos


Review functionality requirements


Provide release notes and technical specifications


Review your hardware configurations/life cycle


Review add on products currently running on Horizon


Consult on database environments


Consult on services required for the migration


Provide configurations and budgetary costs


Discuss timing and scheduling



55

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Q & A