Post-Migration UpdateProjects, Enterprise, & Pick Up Anywhere

SWAN September Quarterly MeetingPresented by Aaron Skog, SWAN Executive DirectorSeptember 3, 2015

Concerns Expressed

June Quarterly Meeting & August Committee of the Whole Feedback How library data is displaying in

Enterprise Process for data cleanup & ongoing

entry Meaningful statistical reports for libraries Quality of Enterprise search results

Enterprise Plan: 6 Parts

Relevancy Issues with Returned Search Results

Search Training for Public Services Library Staff

Reorganize Catalog Items for Better Facets & Format Icons

Listening Tour

Patron Usability Study

Membership Questionnaire/Feedback Survey

Enterprise Plan

Search Result Relevancy What are the problems? What are the challenges? Why does it seem that other libraries

using Enterprise have different results?

What techniques can SWAN use to improve search?

What will SWAN need to request for SirsiDynix enhancement or wait for in an upcoming release?

Other Enterprise CatalogsLINC Consortium (9 Libraries)

Other Enterprise CatalogsCCS Consortium (24 Libraries)

SWAN Enterprise Catalog

Why Are Other Consortia Results Different?

Various Reasons1. Different collections: smaller &

larger (standalone & consortium holdings)

2. Default Search: “Everything” vs. “Library Search” (Your library collection vs. consortium)

3. eResource Central eBook results intermingled

4. MARC Mapping (reason with LINC)

Relevancy: MARC MappingSWAN Can Adjust This

SWAN ENTERPRISE 4.3 CURRENT

SWAN TEST ENTERPRISE 4.3 ADJUSTED MAP (LINC VERSION)

https://swanlibs.ent.sirsi.net/client/en_US/ins/search/results?qu=dead+wake&rw=12&te=ILS

https://swanlbtst.ent.sirsi.net/client/en_US/ins/search/results?qu=dead+wake&te=

Relevancy: MARC MappingSWAN Can Adjust This

SWAN ENTERPRISE 4.3 CURRENT

SWAN TEST ENTERPRISE 4.3 ADJUSTED MAP (LINC VERSION)

Search on dead wake, INS Enterprise profile Search on dead wake, INS Enterprise Test profile

How Can SirsiDynix Help Enterprise Search Relevancy?

SirsiDynix Enterprise Roadmap

Enterprise 4.5

Relevancy Improvement

To make the publication date more relevant to search results, Enterprise now considers only the first four decimal places of the relevance scores when sorting results.

This means that there will be more identical relevance scores. Since results with identical relevance scores are sorted primarily based on which has the most recent publication date, this change will result in more results being sorted by their publication dates.

Additionally, in results that have a date range of more than 100 years, the publication date normalizer has been changed to include the most recent publication dates instead of the oldest.

Enterprise 4.5

You can now include the Vendor for eResource Central items in the search results and detail displays.

This field can also be used as a facet which allows patrons to search for digital items by vendor.

New eRC Vendor Facet

New Modern ThemeNew optional theme, with vast improvements to stylesheets for new and existing themes

Enterprise 4.5

• Libraries can now choose to give patrons the option to edit their patron information (email, phone number, etc.) through My Account

• This eliminates the need for staff involvement when these fields are changed

New Patron Edit

Enterprise 4.5 Upgrade Plan SWAN now has Enterprise 4.3 Test instance

Modifying MARC maps Data source is from SWAN Symphony Test clone of

production server Manipulate data, experiment

Enterprise 4.5 to be released before end of Sept

SWAN is in early queue for 4.5 Enterprise Test Instance

We study results SWAN Enterprise upgrade to public would

follow

Utilize COSUGI & SirsiDynix Enhancement Process

Customers of SirsiDynix User Group, Inc. (COSUGI)

Consortia Special Interest Group (SIG)

Strategic Partnership Program (SPP)

Discovery & User Experience Advisory GroupDUX TRAINING

Training for Public & Youth Services Staff Topics – Searching in Enterprise,

giving feedback, eResource Central, also Workflows

Locations – multiple locations across the membership

Trainers – DUX members & SWAN staff

October start with repeating classes afterwards

DUX Representatives

Group Focused on Enterprise Rebecca Malinowski – SWAN Special Projects

Coordinator 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

Catalog Data Cleanup

Current Situation Enterprise search facets

related to Format & Item Type are confusing

Format icons related to search results are inconsistent

What can SWAN do to improve this?

Catalog Data CleanupFocus of SWAN Bibliographic Services

1st Wave: April - May 98,000 items fixed More egregious DVDs in Special

collections Books in 8mm Film

2nd Wave: June - Aug 162,000 items

fixed DVD & Blu-Ray Box Sets Volume field data Specific Library

requests (Large Type, Location, Item Category, etc.)

But the Cleanup & Data Reorg Continues…

ExampleDVD Format Icon on a Blu-Ray edition with a mix of DVD & Blu-Ray holdings

Catalog Data ReorganizationMajor Initiative Proposed (SWAN Work)

Format Facets Solution Steps Outline1. Continue with Item

Category 1 field (currently)

2. Enhance the Item Category 1 Field (SWAN staff populate based on Item Type)

3. Hide the Item Type facet

Format Icon Solutions Under Research Switch to Bib tag $590

local SWAN consortium format note (affects 5 cataloging libraries & Bib Services work)

Continue with Format Facet based on Item Type, Improve with Data Reorg

Use MARC Fixed Field Tag (default setting)

Use Item Category 1 Field to feed the format type, requiring Data Reorg

Listening tour

Aaron Skog & Rebecca Malinowski get out to various library locations Identify what is good & bad in

Enterprise (we don’t want to break what is working in an attempt to fix what is not)

Review training & SirsiDynix support website

Group work on ideal search results We need examples! Send them to

help@swanlibraries.net

Conduct Patron Usability Study

“How has your experience with searching changed?”

Membership Questionnaire/Feedback Survey

Gather Search Experience Good & Unexpected Symphony & Enterprise

Item Category Formats Ranking/Interest in New

Features Social Library Buy It Now Portfolio Outreach

E-books in Symphony

Enterprise Plan Discussion

Feedback Timeline: 3 months – End of

December Steady improvement over 3 months Enterprise 4.5 Upgrade Training & Library Visits Data Reorg Major Work

68 Pick Up Anywhere Participants

Yes! Willing to Participate April – Sept 20151. Acorn Public Library District2. Alsip-Merrionette Park PLD3. Bedford Park Public Library District4. Bellwood Public Library5. Berkeley Public Library6. Berwyn Public Library7. Blue Island Public Library8. Bridgeview Public Library9. Broadview Public Library District10. Brookfield Public Library11. Calumet City Public Library12. Calumet Park Public Library13. Chicago Heights Public Library14. Chicago Ridge Public Library15. Cicero Public Library16. Clarendon Hills Public Library17. Crestwood Public Library District18. Crete Public Library District19. Dolton Public Library District20. Downers Grove Public Library21. Eisenhower Public Library District22. Elmwood Park Public Library23. Evergreen Park Public Library24. Flossmoor Public Library25. Forest Park Public Library26. Frankfort Public Library District27. Glenwood-Lynwood Library District28. Grande Prairie Library District29. Harvey Public Library District30. Hillside Public Library31. Hinsdale Public Library32. Hodgkins Public Library District33. Homewood Public Library District34. Thornton Public Library

35. Justice Public Library District36. La Grange Park Public Library District37. La Grange Public Library38. Lyons Public Library39. Markham Public Library District40. Matteson Public Library41. Maywood Public Library District42. McCook Public Library District43. Melrose Park Public Library44. Midlothian Public Library45. Indian Prairie Public Library District46. Northlake Public Library District47. Oak Lawn Public Library48. Oak Park Public Library49. Palos Heights Public Library50. Palos Park Public Library51. Park Forest Public Library52. Richton Park Public Library District53. River Forest Public Library54. River Grove Public Library District55. Riverdale Public Library56. Riverside Public Library57. Schiller Park Public Library58. South Holland Public Library59. Steger-South Chicago Heights Library District60. Stickney-Forest View Library District61. Summit Public Library District62. Thomas Ford Memorial Library63. Tinley Park Public Library64. University Park Public Library District65. Westchester Public Library66. Westmont Public Library67. William Leonard Public Library District68. Woodridge Public Library

Pick Up Anywhere for SWAN

Waiting Until Sept 20151. Beecher Community

Library District2. Nancy L. McConathy

Library District3. North Riverside

Public Library District4. Prairie Trails Public

Library District5. Worth Public Library

District

Not Participating (Special & College Libraries Exempt)1. Brookfield Zoo Library2. Morton Arboretum

(Sterling Morton Library)

3. Prairie State College Library

4. South Suburban Community College Library

Anticipated Use of Pick Up Anywhere for SWAN (Nov 2014)

Based on PrairieCat & RSA data, SWAN might see the following• Pickup Anywhere will be popular but

not overwhelming• Larger libraries in SWAN could expect

7% of holds to be Pick Up Anywhere• Smaller libraries might see a larger

percentage

Pick Up Anywhere: 3 Month Actual Use

Total SWAN Holds

Pick Up Anywhe

re Holds

Percent

May 121,872 4,774 3.92%

June 133,489 5,535 4.15%

July 135,068 5,741 4.25%

Pick Up Anywhere Statistics

SWAN Library

May - July Total Holds

May - July Pick Up

Anywhere Holds

% of Total Holds May -

JulyADS 5,345 167 3%AMS 4,585 97 2%BBS 67 67 100%BCS 1,728 19 1%BFS 9,906 260 3%BIS 4,150 227 5%

BKS 1,738 38 2%BPS 591 104 18%BRS 1,481 132 9%BVS 1,580 224 14%BWS 2,074 55 3%BYS 8,842 336 4%BZS 78 1 1%

Pick Up Anywhere Statistics

SWAN Library

May - July Total Holds

May - July Pick Up

Anywhere Holds

% of Total Holds May -

JulyCAS 351 9 3%CCS 2,862 176 6%CHS 1,656 30 2%CIS 5,231 64 1%

CNS 2,634 142 5%CRS 3,875 261 7%CTS 4,292 158 4%

CWS 1,748 45 3%DGS 30,365 396 1%DOS 1,064 31 3%EPS 5,956 73 1%ESS 10,684 149 1%EVS 3,424 57 2%

Pick Up Anywhere Statistics

SWAN Library

May - July Total Holds

May - July Pick Up

Anywhere Holds

% of Total Holds May -

JulyFBS 8 8 100%FMS 4,913 828 17%FPS 4,513 265 6%FRS 11,238 22 0%GAS 95 95 100%GPS 3,178 154 5%

GWS 2,613 94 4%HAS 792 7 1%HDS 10,160 419 4%HKS 1,140 81 7%HSS 1,330 112 8%

HWS 8,886 620 7%ILL_LIBS 2,579 3 0%

Pick Up Anywhere Statistics

SWAN Library

May - July Total Holds

May - July Pick Up

Anywhere Holds

% of Total Holds May -

JulyINS 22,040 660 3%JDS 607 14 2%LGS 8,654 514 6%LPS 6,279 411 7%LYS 1,769 19 1%

MAS 47 1 2%MCS 492 193 39%MDS 2,501 160 6%MKS 592 85 14%MPS 1,848 135 7%MTS 4,661 1,060 23%

MWS 603 9 1%NLS 3,723 90 2%

Pick Up Anywhere Statistics

SWAN Library

May - July Total Holds

May - July Pick Up

Anywhere Holds

% of Total Holds May -

JulyNRS 2,159 32 1%OES 4,173 473 11%OLS 14,268 531 4%OPS 29,946 940 3%OZS 9,763 1,118 11%PCS 108 5 5%PFS 6,882 317 5%PHS 5,496 487 9%PPS 1,732 46 3%PSS 514 27 5%PTS 4,668 78 2%RDS 612 18 3%RFS 5,700 173 3%

Pick Up Anywhere Statistics

SWAN Library

May - July Total Holds

May - July Pick Up

Anywhere Holds

% of Total Holds May -

JulyRGS 2,363 33 1%ROS 31 5 16%RPS 2,209 118 5%RSS 4,976 99 2%SAS 581 10 2%SFS 2,329 130 6%SHS 4,833 330 7%SPS 1,349 11 1%STS 1,687 56 3%SVS 1,039 36 3%SWS 499 26 5%TBS 190 190 100%TFS 7,129 133 2%

Pick Up Anywhere Statistics

Information on Pick Up Anywhere: look under the Statistics on the SWAN support website

Statistics spreadsheet download

https://support.swanlibraries.net/content/pick-anywhere

Pick Up Anywhere Summary

Impact weekly: 1 to 8 patrons participating (depending on

library)

SWAN now open to adding or removing participants

Send questions or requests to help@swanlibraries.net

Post-Migration Projects Update

BLUEcloud Commerce SVA Pilot MobileCirc Pilot Uptime Report

BLUEcloud Commerce Update

Work to Date SirsiDynix formed New Development Team Justin Swain made BLUEcloud Commerce

Product Manager Bugs squashed ProPay created new APIs, to be released to

SD BLUEcloud Commerce Development Team

expects new BC Commerce release end of Sept/early Oct

BLUEcloud Commerce: ProPay Swipes

Swipes Pilot On Hold with Alsip-Merrionette Park

Public Library District SWAN researching swipe devices Payment Card Industry (PCI) standards

affect swipe hardware Mag stripe swipes expected to remain “Chip & PIN” EMV roadmap from

ProPay http://www.propay.com/emv

BLUEcloud Commerce: EMV & ProPay

What is this October 2015 EMV deadline that I am hearing about? “liability shift” to occur in October 2015 If EMV could have been used to prevent a fraudulent transaction,

but was not, the liability for the transaction would lie with the “non-EMV compliant” entity. 

It is important to remember that the liability shift does not impact card-not-present environments. There is no mandate for either issuers or merchants in regards to EMV.

What does card-not-present mean? A card not present transaction is a card payment transaction where the cardholder does not or cannot physically present the card for a merchant's visual examination at the time that an order is given and payment effected (e.g. mail-order transactions by mail or fax, orders over the telephone, or online orders over the Internet).

BLUEcloud Commerce: EMV & ProPay (cont)

Will my old magnetic stripe card reader still work?Yes

Will cards issued after October 2015 only have a chip and no magnetic strip?Payment cards will be issued with the magnetic stripe at least in the foreseeable future.  The magnetic stripe serves as a fallback in case of technology failure. If, for some reason, the terminal is unable to read the chip or the chip becomes non-functional, the magnetic stripe will allow the merchant and the consumer to continue transacting. 

What will the cost be of ProPay’s EMV card readers?The EMV card readers will retail between $59.95 and $69.95 when available. 

SVA Pilot Program

Woodridge Staff Pilot Currently wrapping staff pilot Feedback provided by Woodridge Staff

▪ Re-think message script wrapper to accommodate Pick Up Anywhere▪ Investigate alternate, clearer voice▪ Investigate options for opt-in/opt-out▪ Several issues with call-in menus, not an ideal utility for patrons, but

workable▪ Renewals are generally slow and/or difficult to process (depending on method)▪ Non-numeric PIN is not accepted for authentication

Woodridge Patron Pilot Tentatively scheduled for mid-September

▪ Resolving several feedback requests prior to initiation “Print” preference patrons will be set to “Phone”, as default, for the

purpose of the pilot▪ Woodridge will be observing an opt-out program for their patrons during the

pilot phase

MobileCirc Pilot: Oak Park

Completed training with

SirsiDynix

SWAN IT added

additional security to connection for privacy

First month use:• Checkouts on

bike• User Search• Add user• Renew by User

Issues encountered• Spotty WiFi on

streets• iPad Mini

camera not good

Next Steps• Holds Pull List• Item Status• Inventory features• Bluetooth Scanner

MobileCirc Hardware Recommendations

Tablet▪ Apple iPad Mini

16GB (Newest Generation)▪ $340 on Amazon

BlueTooth Printer▪ Star Micronics SM-

S220i▪ $310 on Amazon

▪ 2 ¼ x 50’ Thermal Paper (50 Rolls)▪ $19 on Amazon

Barcode Scanner (2D) (Optional)▪ Socket Mobile

7Qi CX3308▪ $365 on Amazon

Barcode Scanner (1D)▪ Socket Mobile

7Ci CX2870▪ $202 on Amazon

Mobile Circ Demonstration

System Downtime Report: June 1st – August 31st

WorkFlows / Symphony Server

Uptime 99.9%Downtime (Planned) <1%Downtime (Un-planned) <1%

Enterprise OPAC Server

Uptime 99.9%

Downtime (Planned) <1%

Downtime (Un-planned) <1%

System Downtime Report:June 1st – August 31st

WorkFlows/Symphony Server June 29th (1.5 hours unplanned)

▪ Local network issue involving configuration anomalies with SonicWalls

June 29th (1 hour planned, after-hours)▪ To resolve local network issue / SonicWall configuration

anomalies

July 21st (30 minutes unplanned)▪ Local server file partition unexpectedly exceeded the maximum

allocation due to a high volume of report testing

July 29th (1 hour planned, after-hours) ▪ To resolve a server operating system issue and allocate storage

resources recovered from Innovative server retirement

System Downtime Report:June 1st – August 31st Cont. Enterprise OPAC Server

June 22nd (15 minutes unplanned)▪ In relation to a Tomcat system error on SirsiDynix’s Enterprise SaaS servers

July 8th (30 minutes planned, after-hours)▪ Troubleshooting / implementation of a fix for BookMyne issues

July 29th (1 hour planned, after-hours) ▪ In relation to planned Symphony server outage where storage space was reallocated

August 5th (15 minutes unplanned) ▪ In relation to an unknown error on SirsiDynix’s Enterprise SaaS servers

August 7th (15 minutes unplanned)▪ Login issue in relation to a SSL authentication issue between the Symphony and

Enterprise SaaS server

August 27th (1 hour unplanned)▪ Related to a network configuration issue with local provider, ICN – affected all

LLSAPs

Enterprise Usage OverallGoogle Analytics May - August

Managing Transitions

Where are we? the Neutral Zone

Very fluid period Answers will not be

apparent Transition process Does not end with

Go-Live in April ‘15 Replacing old habits

with new ones Period to Review

policies & procedures

Adjust staff response time & commitments

William Bridges: 3 Phases of Transition

Questions & DiscussionAaron Skog, aaron.skog@railslibraries.info