30 April, 2008

OHDUG MeetingPlanning for Symphony

Planning Session – Topics for Discussion

• SirsiDynix product update

• Migration path for SirsiDynix customers

• Ongoing support for Horizon 7.x

• Migration packages for Horizon customers

• Addon and Third Party products for Horizon & Symphony

• Other considerations on the upgrade process

• Alternative strategies for your upgrade

• Additional sources of information on SirsiDynix Symphony

SirsiDynix Product Update

SirsiDynix Symphony

• New release of software that blends best of Unicorn,

Horizon/Corinthian, and other solutions

• Development project announced in March 2007

• Unicorn GL3.1 is the base for Symphony– Stability, scalability, and full features immediately available

• All R&D resources focused on a single platform

• Beta testing announced in August 2007

• Approximately 20 customer sites tested Symphony 3.2

• General release announced in December 2007

• Software is available from SirsiDynix Customer website

Symphony Overview

• Java Staff Client

• Full range of staff modules

• Oracle RDBMS

• Unicode

• Enterprise Portal with

integrated OPAC

• Rooms

• SchoolRooms

• Director’s Station

• API support

SirsiDynix Symphony 3.2 Highlights

• Web Reporter

• Web Staff Client for Schools (option)

• Books by mail in CIRC

• Family Links features in CIRC

• Patron credits feature in CIRC

• Updates to Floating Collections

• Improved bibliographic load process

• Tax handling improvements in ACQ

• Ordered hold fills feature

Migration Path for SirsiDynix Customers

Upgrade Paths for SirsiDynix Customers

Symphony 3.2Symphony 3.2

Dynix ClassicDynix Classic Horizon 7.3/7.4Horizon 7.3/7.4 UnicornUnicorn

Unicorn GL3.1Unicorn GL3.1

Ongoing Support for Horizon 7.x

How long will Horizon 7.x be supported?

• No plans to drop support

• Expect to support Horizon 7.x for 4-6 years

• Not pushing customers to move to SirsiDynix Symphony

• New releases already in process for 7.x

• Customers can plan the move to SirsiDynix Symphony at

their own pace

How long will Horizon 7.x be supported?

Horizon 7.4.1 & HIP 3.09• Released in December 2007

• Maintenance release for Horizon 7.3/7.4 customers

• Includes many fixes previously provided to individual sites

• Includes and requires HIP 3.0.9 or HIP 4.1.3

• Support for Microsoft Vista

• Support for Web Reporter 1.5

• French Canadian version of 7.4.1 & HIP 3.09 – now in beta

How long will Horizon 7.x be supported?

Horizon 7.4.2 & HIP 3.10• GA planned release for Q4 2008

• Delivers support for “pivot” products such as PocketCirc

and Faceted Search

• Horizon support for NCIP responder

• Enhanced enriched content for HIP 3.10

• Faceted Search product integration work

How long will Horizon 7.x be supported?

Horizon 7.4.3• GA planned release for Q1 2009

• Support Sybase 15 and SQL Server 2005

Migration Packages for Horizon Customers

SirsiDynix Symphony Upgrade Packages

• New upgrade packages announced at CODI for Horizon

customers

• Each package includes equivalent core software licenses,

database license and services

• Objective is to make the upgrade path from Horizon to

SirsiDynix Symphony easy and affordable

• Three packages are available to Horizon customers:– Harmony Upgrade (base package)– Crescendo Upgrade – Virtuoso Upgrade

SirsiDynix Symphony Upgrade Packages

• Equivalent core SirsiDynix Symphony licenses are free

• Oracle license is free

• Harmony base package is free if:– No RFP process– Extend current maintenance contract by 3 years

• Crescendo and Virtuoso packages have a price but

discounts apply if:– No RFP process: 20%– No RFP process and extend maintenance contract by 3 years: 40%

• Packages exclude services required to move and

implement Addon and Third Party products

Harmony Base Upgrade Package

• Equivalent software licenses in SirsiDynix Symphony– Core software modules– Staff user licenses

• Embedded Oracle license

• Base package of core services:– Project Management– Group-based web services (policy, training, data preparation)– Installation and configuration– Production data load– ASP training environment

• Cost: FREE

Crescendo Upgrade Package

• All items in Harmony base upgrade package plus

• One-on-one policy consultation (17 hours)

• Test load of data

• Data clean up consulting (10 additional hours)

• Training server with standard training data (limited time

and users)

• 3 day Administration and 2 days EPS Rooms/ Builder

Custom Training courses

• Onsite go-live visit (travel expenses included)

• Cost: $24,970 (after discount applied)

Virtuoso Upgrade Package

• Crescendo package plus

• Additional data customization (authority processing and

LC MARC standardization)

• 2 PocketCirc licenses with handheld equipment

• Acquisitions Workflow Analysis and Consultancy (3 days,

2 days onsite) or 3 days onsite train-the-trainer course

• A SureStart six-months package (4 weekly calls, 5

monthly) for a total period of six months

• Cost: $43,970 (after discount applied)

Other Service Options

• Specialized staff training– On-site– Customized– Private online training

• Detailed network analysis

• Onsite Acquisitions Workflow Consultation– 2 days onsite consultation analyzing the processes/needs of the

library– create an outline of the profiling needed to support your library's

workflow and reporting needs

• Horizon 7.x to Symphony, Go-Live Visit (2 day)– SirsiDynix Consultant onsite at your library during Go-Live week

• Sure Start• Package of consultation including weekly/monthly calls

Addon and Third Party products for Horizon 7.x and SirsiDynix Symphony

PORTAL

TeleCirc II

Web Reporter

Enriched Content

Debt Collect

PC Reliance

RPA

Horizon 7.x

TM III PORTAL

TM III

Web Reporter

Enriched Content

Debt Collection Agency Interface

Offline Circulation/Pocket Circ

RPA

Symphony 3.2

TM III

Addon/Third Party Products

PORTAL

RFID Solutions

EnvisionWare PC Booking

EnvisionWare Print Management

SIP Protocol

OverDrive eBooks/Audio Books

EnvisionWare eCommerce

Horizon 7.x

Self Check Solutions PORTAL

RFID Solutions

EnvisionWare PC Booking

EnvisionWare Print Management

SIP Protocol

OverDrive eBooks/Audio Books

EnvisionWare eCommerce

Symphony 3.2

Self Check Solutions

Addon/Third Party Products

Serials Solutions 360 Linker

Serials Solutions 360 Search

Horizon 7.x

PORTAL

Director Station

Collection Exchange

Materials Booking

Serials Solutions 360 Linker

Serials Solutions 360 Search

Symphony 3.2

Enterprise 1.0

Addon/Third Party Products

API

Enterprise 1.0

Other Considerations in the Upgrade Process

Symphony Servers

• Production Server– Platforms supported: Dell Windows, Dell Linux, Sun, HP, IBM

• PAC/Enterprise Portal Server– Platforms supported: Dell Windows, Dell Linux, Sun

• 32-bit and 64-bit supported

• Pre-configured Production and PAC/EPS servers– Level 1 (0 - 50 Staff users, 500K titles) – Level 2 (51 - 100 Staff users, 500K titles) – Level 3 (51 - 100 Staff users, 750K titles) – Level 4 (101 - 300 Staff users, 1M titles) – Level 5 (301 - 400 Staff users, 1M titles) – Level 6 (401 - 800 Staff users, 2M titles)

• Custom server configurations as required

Workstation Requirements

• Client workstation recommended minimums– Windows 2000, XP, or Mac OS X (10.4 or higher on Intel

or PowerPC)– Minimum CPU speed: 700 MHz– Recommended CPU speed: 1 GHz– Minimum memory: 512 MB– Recommended memory: 1 GB– Screen resolution: 1024 x 768 or better

Database Requirements

• Oracle RDBMS

• Oracle 9i and 10g supported

• Embedded licensing provided by SirsiDynix

• Library can optionally purchase full Oracle license

• Embedded Oracle versus full Oracle license– Embedded license is restricted to Symphony application only

– Read access to the database using third party tools

– Interfaces and enhancements achieved through API’s

Alternative Strategies for your Upgrade

Symphony Overview: SaaS

• Software as a Service can provide better cost savings

than locally hosted solution

• Allows staff to spend time in more valuable areas of

service

• Takes the guess work out of budgeting for future

hardware purchases

• Fast and scalable

• Simplifies planning for growth

SaaS – What does this mean to you?

• Software on demand• No capital expenditures• On demand system capacity• 24x7 support coverage• Daily full backups• Redundant server components• Built-in disaster recovery• Upgrades performed by SirsiDynix• High bandwidth internet capacity• Proactive systems management• Active security monitoring

Software as a Service - SaaS

• SirsiDynix SaaS facility currently hosts over 148 sites /

550 libraries, 2.2M Patrons, 14M Items

• Industrial Grade Hosting Facility: 24/7 staffing, Security,

Disaster Recovery, Dual DS3 Bandwidth Pipe

• Hosting facility in Canada

Additional Sources of Informationon SirsiDynix Symphony

Where can I get more information?

• Planning sessions/focus days• Sales demonstrations • Pre-recorded overview demonstrations

– SirsiDynix Symphony Overview– Administration– Circulation– Collection Exchange– Cataloguing– Acquisitions – Serials– Enterprise Portal Solution– Rooms

• Customer website – http://customer.dynix.com/

• Functionality Checklist

Continuing to plan for your migration

• Key contacts: – Tom Walker, Gilbert Mongeau, Rob Herrmann

• Provide demonstrations, review functionality

• Consult on hardware configurations/life cycle

• Review add on products currently running on Horizon

• Consult on database environment

• Consult on services required for the migration

• Provide configurations and budgetary cost proposals

• Timing and Scheduling

• Prepare contract amendments

30 April, 2008

OHDUG MeetingPlanning for Symphony