swan committee of the whole meeting presented by aaron skog, swan executive director april 8, 2014
TRANSCRIPT
Update to Membership
SWAN Committee of the Whole MeetingPresented by Aaron Skog, SWAN Executive DirectorApril 8, 2014
ILS Negotiation
Activity to Date 3 Reviews with SWAN attorney 2 Reviews with SWAN Board Conference Calls▪ SVA▪ EDS▪ Visit with EBSCO staff▪ Server Hardware▪ Training▪ Strategic Partnership Program (SPP)
ILS Negotiation
Overview• 5 Years• 0% Maintenance• Migration• Products• Consulting• Adding New
Libraries
ILS Negotiation
What SWAN Negotiated Pricing for Optional Items Sample Project
Implementation Plan Acceptance Tests System Capacity and
Growth Warranties Third-Party Products and
Interfaces Data Load Test Escrow Agreement BLUEcloud Development Incorporated Bid
Documents Payment Terms
Add-On Pricing Public Library Academic and Special
LibrarySchool Library Pricing for Exit Services for
SWAN Consortium Libraries SVA Server Specifications SPP and Beta Testing
Clarifications Development of Patron Image
and Signature Image Capabilities
Description of SWAN Data and Infrastructure Environment
SirsiDynix Consulting Services Products for Go Live Date
IL Negotiation
SirsiDynix Symphony's Core Package includes
• Cataloging• Circulation• Acquisitions• Serials• Reports• Additional functions include: an Oracle or
MSSQL embedded license, a Z39.50 server, Authority Control, Backup Circulation
IL Negotiation
Symphony & BLUEcloud Solutions
• Universal SIP2• NCIP Interface• BLUEcloud Analytics • BLUEcloud MobileCirc• BookMyne+• Social Library • eResource Central: 3M, B&T, OverDrive,
Recorded Books
IL Negotiation
EBSCO Discovery Services (EDS) EDS Web Services▪ Connecting Searches EBSCO▪ Individual Library EBSCO Subscriptions▪ Other databases OCLC, Gale
IL Negotiation
Enterprise SirsiDynix Enterprise is a state-of-the-art
faceted search Fuzzy search logic technology E-book integration with eResource
Central EDS online subscription database
integration Theme Customization
IL Negotiation
Portfolio Digital asset management solution Dgital collections more searchable and
discoverable through Enterprise IncludesOAI-PMH capabilities, both as a
server as well as a harvester Also included is the ability to create
metadata templates based on a wide range of digital media types, such a music, video, images, etc.
ILS Negotiation: AcquisitionsAcquisitions Efficient online tracking of materials from ordering through claiming,
receiving, invoicing, and processing Supports all transactions formats currently adopted by SISAC (Claims/Claim
Response /Invoice /Dispatch Information/Functional Acknowledgment) Electronically transmit and receive information in these formats using X12.
EDI (Electronic Data Interchange) allows libraries to communicate with vendors to transfer ordering, invoicing, or subscription information between computers
9XX Order Interface automatically loads bibliographic and order information from online acquisitions systems.
9xx Book order Loader facilitates the acquisitions workflow when libraries place orders for materials through a Web-based book vendor ordering system. This module, especially for academic libraries, not only imports MARC records for new book orders, but also records the order details in Symphony all in one step.
Vendors include Baker and Taylor TitleSource II, Ingram iPage, BWI TitleTales, Brodart Bibz.com, Yankee Book Peddler GOBI, Blackwell Collection Manager, and Harrassowitz OttoEditions
ILS Negotiation
Symphony ReferenceLIBRARIAN Enhances the Public Access Catalog with
Kids' Library, Find-it-Fast, and Have-You-Read pre-defined searches.
Symphony Academic Reserves Allows staff to handle Course Reserves
using the same commands employed in the Circulation module and allows searching of Reserves material by course and instructor in the staff and public access interfaces.
ILS Negotiation
Debt Collection Agency Interface Interface includes debt collection reports that
output information on overdue fines, bills, and referral fees
This interfaces directly with Unique Management and is priced for each participating institution
Collection Exchange Auto-selects items to be moved from location to
location to optimize circulation based on locations' interests and associated profiles and collection development goals
ILS Negotiation
Materials Booking Enables booking, circulation, and
maintenance of equipment, rooms, and non-print material
SMS Notification Subscription to the SMS Notification
SirsiDynix Telephone Messaging (SVA)
ILS Negotiation: Lexile Service Lexile Reading Information Initial One-Time Run
SirsiDynix will identify Accelerated Reader quiz information OR Lexile Measures which match records in the library's bibliographic database.
Accelerated Reader: SirsiDynix will identify each bibliographic record in the library’s database which has Accelerated Reader quiz information available, and which does not already contain the information. Field 526 will be added to the library’s record, providing the Accelerated Reader quiz number, reading level, interest level, point value, and Accelerated Reader supplementary notes.
Lexile Measures: For each Lexile value identified, SirsiDynix will add field 521 to the library’s record, providing the Lexile information. This service does not require records to be extracted and reloaded to the library’s database.
Annual Update Service for Reading Information After Accelerated Reader Reading program information and/or Lexile Measures
data has been added through the Reading Information: Initial Run, the subscription service identifies new Accelerated Reader quizzes or Lexile data which match records already in the library’s database and quizzes or data which match new bibliographic records recently added to the library’s database.
Negotiation: BLUEcloud Development/Roadmap
Negotiation: BLUEcloud Development/Roadmap
BLUEcloud Component
Add-on Options
Included in
QuoteAnticipated Release
eResource Central X Current
Enterprise X Current
Portfolio X Current
BLUEcloud Marketplace X Pilot 2014
BLUEcloud Analytics X Pilot Q2 2014
Social Library X Current
Bookmyne Plus X Current
BLUEcloud PAC X
Not needed (Enterprise/Port)
BLUEcloud Cataloging X Pilot Q2 2014
Universal Admin X Current
ILS Negotiation: Third Party Products & Interfaces
At the time of contract signing SirsiDynix warrants that Symphony will successfully interoperate with the following products named in this schedule. SirsiDynix will use commercially reasonable efforts to maintain interoperability during the Term but cannot warrant ongoing interoperability due to the continual evolution of legal, licensing, partnership, and other technical or business parameters.
SirsiDynix has certified partners with whom we have tested and certified interoperability between systems; other products or systems that adhere to standards such as SIP2 would also integrate with our products but may not have been tested. In addition, APIs provide integration with third party products that are non-standards compliant. SWAN can interface with the following: 3M: Cloud Library 3M: self-check 3M: AMH A.N.D. Technologies: P-Counter Bibliotheca: self-check Central Technologies (CenTec): i-circ self-
check
Comprise: SAM Cybrarian Envisionware: LPTOne Envisionware: PC Reservation Evanced Solutions: Events, Room
Reserve, Summer Reader ITS: MyPC 3M: Cloud Library 3M: self-check 3M: AMH Librarica: CASSIE Library Ideas: Freading Library Ideas: Freegal OCLC: EZ Proxy OverDrive: eMedia Library, My Media
Mall, Media on Demand Pharos: Computer Reservation System Pharos: Print Management TechLogic: ACS self-check TechLogic: AMH Vendprint
Negotiation: Development of Patron Image & Signature Image CapabilitiesAgreement Schedule 16 Assured as a component of Symphony 3.5 (Available
December 2014) Requested Features & Functions
Patron Images imported, referenced, and utilized from current ILS (Innovative Millennium) data
Patron Image Data Field that may be modified through library staff image upload or direct hardware input via network camera, desktop camera, digital snapshot camera, mobile/tablet device
Patron Signatures imported, referenced, and utilized from current ILS (Innovative Millennium) data
Patron Signature Data Field that may be modified through library staff image upload or direct hardware input via signature pad or mobile/tablet device
Existing Signature and Image data verified and confirmed of consistency through Data Load Test
ILS Negotiation: Adding Libraries
Adding Libraries to SWAN Consortium Licensing & Migration Costs Discounts for Non-SirsiDynix Libraries to
Migrate to SWAN Public Libraries: 6 tiers based on annual
circulation Academic & Special: 6 tiers based on title
count Schools K-12: 6 tiers based on number of
school libraries Data Migration Costs: Package or a la cart
Negotiation: Migration
Tentative April 2015 Go Live Summary of Training Package
For All Member Staff: Unlimited eLearning subscriptions for access to the self-paced trainings
For the SWAN trainers/mentors▪ 11+ days of onsite training (staff-facing software
areas: Circulation, Cataloging, Reports, Acquisitions, etc.)
▪ 8+ days of private online/instructor-led training (Symphony Administration, OPAC Configuration, etc.)
Training of Member Library Staff TBD
Negotiations: Term & Warranties Automatically renew for one year
renewal terms Unless either party gives written notice 60
days prior to the end of any previous Term of its intention to terminate the Subscription or Maintenance service, part of the Subscription or Maintenance Service or the entire Master Agreement
90 Day Warranty after Go Live Response Time Warranty for Software &
SaaS
Negotiations: Consulting
Agreement Includes & Describes
• Platinum Premier Services• Training• Best Practices Consulting• Customer Service & Support• APIs• Data Enhancement Services
• SureSailing (5 years)• SWAN staff access to consultant
• LRM Function (Library Relations Manager)• Additional Consulting Hours (negotiated hourly rate for 5 years)
Negotiation: Cost for Migration & Ongoing Maintenance SupportFee Summary
Year 1 Year 2 Year 3 Year 4 Year 5
$407,930 $ 222,875 $ 222,875 $ 222,875 $ 222,875
Includes data migration, installation, licenses, 1st yr maint, consulting
Negotiations
Questions? Ready to Sign?
COSUGI & SLUI
COSUGI All SWAN Libraries Now Members! 2014 Conference $475 for COSUGI Members Detroit, Michigan May 15-17, 2014 http://cosugi.org/COSUGI_CONFERENCE/
SLUI: SirsiDynix Library Users of Illinois Thursday, April 24, 2014 at the Bloomingdale Public
Library 9am – 12pm. Presentation “Caution, change ahead: Skill sets for
today and tomorrow” presented by Kelly Krieg-Sigman Register online http://iluug.wordpress.com/
Network Migration
Memo 10: SWAN Server IP Migration The end of our Network Migration Project is
within sight! IP Addresses for Millennium Production, Report,
and Encore servers The migration will occur Tuesday, April 8th at
11pm until Wednesday, April 9th at 6am. Memo details
How to prepare and what services may be affected by this change
Have your designated IT staff available on this date should any internal library changes be necessary
SWAN Technology Users GroupThursday April 17 10AM Guest Speaker: ICN’s Robin Woodsome
Presentation of current ICN project initiatives Self-Check Kiosks Retirement of ExpressLane
SWAN evaluations with Bibliotheca and 3M RFID and SWAN
Current trends within SWAN Libraries Workshop details
DNS System Retirement Gauging interest/ideas Open Forum of current member projects
SWAN Board, COW & Quarterly
SWAN Board Monday April 14: Burr Ridge (changed from Friday April 18)
Committee of Whole May 13: Prairie State College hosting
SWAN Board May 13 12PM: Prairie State College hosting (changed from Friday May 16)
Quarterly June 5: RAILS Burr Ridge
Questions & DiscussionAaron Skog, [email protected]