COSUGI @ Disney World – May 2-5, 2012

Transcription

COSUGI @ Disney World – May 2-5, 2012
Though I wasn’t able to attend the “Day of Coding” pre-conference I did arrive in time to
attend the post-pre-conference reception for APIers and get caught-up with friends that I
hadn’t seen for years. The opening session, “You, Your Community and SirsiDynix” was
largely a sales pitch for new products and services that the company plans to release later
this year. The good news is that SD seems to be doing a better job of listening and being
responsive to customers’ concerns. Much of the leadership is made up of new and younger
faces compared to the last time I was able to attend one of these meetings which was in
Nashville in 2008. I liked their attitude and their energy and I liked much of what I saw in
their demonstration. I also enjoyed it when Berit Nelson, VP of Library Relations, gave my
Paperless Online Weeding presentation a plug during her keynote remarks.
Lunch, as were all of the meals, was not only delicious but it was an opportunity to visit with
old friends and make new ones. At one meal I met a fellow from Rollins College, mentioned
that I thought Sirsi’s Blue Cloud looked a lot like Summon, learned that Rollins had been an
early implementer of Summon and proceeded to get good advice and new ideas for making
the job of updating our holdings in Summon much easier. This is just one example of how
fruitful the networking opportunities were at this conference.
Sessions attended included:
Statistical Snapshots – Joel Hahn (widely regarded as the most accomplished and helpful
‘user’ in the SirsiDynix Users Group) suggested techniques for harvesting “all sorts of
strange and interesting statistics about what goes on in the library.”
e-Library Customization: Some Under-the-Hood Examples – with just a few simple
examples SD Trainer Matthew Phillips showed how easy it would be to make e-Library,
Sirsi’s current ‘free’ OPAC, as flexible as Web2 (that isn’t what he meant to do, he doesn’t
know Web2, but that is what he did.) After the upgrade from 3.1 to 3.4 this OPAC will be
available to us and I will figure out whether or not it would provide a better search
experience than Web2 can accomplish.
RDA Update: Efficiencies and Simplicities for Your Library’s RDA Transition – this
tried to be a sales pitch for SD’s implementation of the RDA Toolkit (which is a subscription
service) by Ranny Lacanienta, former customer, API wiz, and now SD employee. It ended
up being a session for catalogers who wanted to debate the wisdom of abandoning the
245$h and replacing it with 336-338 fields. I left wondering if it wouldn’t be possible for us
to build our own RDA toolkit.
Need an App? Build One! – Mike Ridinger of INFOhio explained why it can be so difficult
to build an iOS or Android app and showed how simple it can be to do the same depending
on which programming languages and/or open source services you decide to use. He
actually built a simple app during his presentation and warned everyone that the most
difficult step is uploading it to the iTunes store!
Mapping Your Library with Web Services and Google Maps – John Wohlers, a long
time proponent of Web2 from Waubonsee Community College, showed how he uses Web
Services (aka API) to accomplish a more specific shelf locator than we currently have at
Drew. I will be looking into applying his technique to our maps after I get the upgrade done.
API Sharing Session & Projects Parade – led by Joel Hahn this two-hour session was an
opportunity to ask questions and get new ideas for ways to use API by hearing about what
others are doing at their libraries.
COSUGI Business Meeting & Raffle – no real news here other than the fact that some of
the board members are newly elected, others are continuing in their multi-year terms, and
we’re still looking for a Conference Chair Elect. The meeting was not very well attended and
so dozens of names had to be read out loud (one had to be present to win) before the
several door prizes were all, finally, awarded. Some of the prizes were substantial: there
was a Kindle, a Nook, an iPod, etc…and no, I didn’t win anything.
Paperless Online Weeding (POW) – this was the swan song for the presentation that I
first gave during my interview here at Drew. It was very well attended and several people
asked many smart questions. I was especially glad that SD gave me the opportunity to
install POW on their demo server so that I could show that POW can be set up (not only
w/out Web2, but) independently of whatever OPAC a library might be using.
Symphony System Administration (Windows) Sharing Session – I facilitated this
conversation which was similar to the API Sharing Session but for fellow sys-admins. It was
a good mix of folks w/questions and folks w/answers. I came away with some good ideas
that I look forward to applying to the upgrade process.
Stump the Chumps: Symphony Q & A – Joel Hahn, Mark Witteman, John Wohlers, and
Kendal Orrison (four of the most knowledgeable and accomplished SD customers) fielded
questions from the audience on a wide range of topics including how BRS indexing and
updating really works and why some SD OPACs are customizable (Web2 & e-Library which
are free) and others (Enterprise which costs $$) are not. Why the OPAC can’t tell whether
you’re using a PC or a smart phone was also very interesting.
There were relatively few exhibitors but I was glad to see my old friend Peder Christensen
at the Syndetics Solutions booth. It didn’t take long to get spoiled by the big flat-screen
monitors that they had at the SD booth. When I mentioned Web2 to one of the SD
developers he got curious and asked me to look for him in the Ask SirsiDynix room. I found
him and offered to show him what could be done with Web2’s antiquated technology – he
was skeptical at first but before we were done he was scratching his head about the fact
that Web2 + API could do things that Enterprise can’t do. I pointed out that Web2 can’t do
faceted searching. I think we both came away with new ideas for making searching better.
I got to spend some quality time with Vera Maeser, our Library Relations Manager, on the
bus from the hotel to the airport. We compared notes about the conference and filled each
other in about programs that one or the other of us had missed. We’ll touch base again at
the SNRG meeting at Montclair in June.
I’m attaching the conference program to this report. If you’re especially interested in
anything I’ll get the PowerPoint slides and presenter contact information to you as soon as
they are released which will be in about two weeks.
Let me know if you have any questions!
Guy
COSUGI 2012
Lake Buena Vista, FL  May 2–5
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of American adults
own a cell phone
%
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BLUE cloud
of smartphone owners
use their phone as their
primary access to the internet.
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%
51
of Americans over 12
use Facebook
Your community is going digital, mobile and social. And with
BLUE Cloud, you can too. Contact your SirsiDynix representative
to learn more about giving your users easy access to the
library's full digital collections, wherever they are.
800.288.8020
www.sirsidynix.com
3300 Ashton Blvd. Suite 500 Lehi, UT 84043
Welcome
Déjà vu!
This seems familiar being back at Disney’s
Coronado Springs Resort. A couple things are different,
though. COSUGI is now three years old, having celebrated
our first COSUGI conference here two years ago. Also, we
have over 60 user presentations this year, thanks to our
members. We’re hosting a pre-conference on RDA and its
impact on us as SirsiDynix customers as well as a free
Day of Coding for Symphony reports. Regardless of what
SirsiDynix product you use, there are a great number of
programs for all customers. We expect this to be another
great year in Lake Buena Vista, Florida.
This year’s theme reflects on the trend that many remarkable
changes have been occurring over the past few years, and
more yet to come. Social technology has exploded, open
source is still flourishing, and the browser wars have sparked
some great browser enhancements. I, myself, am excited to
hear more about SirsiDynix’s eResource Central solution and
updates to Enterprise. Whether it is using a SirsiDynix product
or another utility, what possibilities exist to enhance the
professional productivity of the SirsiDynix product user? Users
sharing knowledge is what this user conference is about. We
hope you will come to this conference ready to share your
unique ideas and workflow solutions with your fellow users.
This is what makes the conference a success.
Of course, the conference is made possible largely due in part to
the support of SirsiDynix. They help to sponsor the conference,
provide staff for onsite user support, and there is no denying
they throw a heck of a conference party. Special thanks go to
Berit Nelson, Melissa Bankhead and Erin Spurgeon for their
effort and collaboration in organizing the SirsiDynix programs
that are so important to our conference, as well as Margaret
Pelfrey and Ranny Lacanienta for their assistance in making the
Day of Coding Pre-Conference a reality.
While the SirsiDynix suite of products is the uniting reason that
we attend the conference, we are indebted to all our exhibitors
who support the conference and the sponsors among them
who provide refreshments and other services such as internet
and print services. Please visit the exhibit hall during the noconflict times to see what products and services are available
from these vendors.
COSUGI 2012 Annual Conference Lake Buena Vista, FL
We will be announcing the elected officers of the 2012-2013
COSUGI Board of Directors, who will assume the obligations
of the board office beginning July 1st. We invite all users
to express where they would like to see the board go and
what activities to participate in during the following year. We
represent the users’ needs and want to hear your perceptions.
Contrary to this year’s theme, “Imagine the Possibilities,” I
actually couldn’t imagine the possibility of the conference
taking place without the hard work and dedication of several
people. Every year, an unwitting victim runs for Conference
Chair-Elect, unaware of the shadowy conference waters
awaiting them for the next two years. We are eternally grateful
to our 2012 COSUGI Conference Committee, Conference Chair
Laura England-Biggs, Conference Chair-Elect Kay Dunker, and
COSUGI Chair-Elect Tim Rowley for planning and organizing a
great conference. We also would like to express our gratitude
to David Farley for his participation in the conference planning
efforts. (He willingly volunteered! Imagine the possibilities!)
Pia Jones of ICM and her staff have performed another
job well done as our professional conference planner. ICM
manages contract negotiation, exhibit sales, catering and
other conference logistics. Without Pia, I am certain that
those involved in the planning process would invest even
more heavily in over-the-counter pain relievers. A special
thank you to COSUGI’s Executive Assistant, Frances Orton,
for the work she does throughout the year managing the day
to day affairs of COSUGI. I would be careless if I didn’t thank
Michael Bowden for his great notion for a Day of Coding
Pre-Conference. Through the combined effort of the COSUGI
Board, we’ve made some great strides this year and I want
to personally express my appreciation for all of the Board
members. They have been a great group to work with.
To the presenters, where would be without you? We appreciate
your willingness to stand in front of your peers and share your
experiences and knowledge. You deserve the credit for your
leading role in this conference.
Brian Sherman
COSUGI Chair
1
Information
Table of Contents
Presenter Contact�� 3
Conference Information
Locations listed are in Disney’s Coronado Springs Resort.
Letter from SirsiDynix CEO�� 4
Registration Desk
Lanyards sponsored by collectionHQ
Opening Reception�� 5
Wednesday, May 2
Meeting Rooms/Sponsors�� 6
Thursday, May 3
7:00 am–5:30 pm
Exhibitors�� 7
Friday, May 4
8:00 am–3:00 pm
Thursday Schedule and Descriptions��8-11
Exhibits
Friday Schedule and Descriptions��12-18
Thursday, May 3
3:45 pm–6:00 pm
Saturday Schedule and Descriptions��20-25
Friday, May 4
9:15 am–5:00 pm
Saturday, May 5
9:15 am–1:45 pm
Exhibitor Information��26-29
North Desk, Coronado Foyer
4:00–7:00 pm
Exhibit Hall
Ask SirsiDynix Room
Coronado R
Event Staff
Thursday, May 3
Friday, May 4
9:00 am–5:15 pm
ICM event staff will be stationed at tables in the Coronado Foyer. Look
for tables with the teal “Event Staff” banners. Staff will be able to
provide any assistance you may need.
Saturday, May 5
9:00 am–4:00 pm
Message Board
A message board is located near the registration desk and is
available for your use during the conference. You are welcome
to leave a message for another attendee on the message board.
Other general conference announcements may also be posted.
Book Exchange
In the spirit of recycling and sharing among members, a book
exchange will be available this year. Take your paperback from
the plane and drop it on the table. You can take a book or leave a
book, or both. Look for the table by the Registration Desk.
11:45 am–3:45 pm
Internet/Print Area
Sponsored by EnvisionWare
Exhibit Hall
Thursday, May 3
3:45 pm–6:00 pm
Friday, May 4
9:15 am–5:00 pm
Saturday, May 5
9:15 am–1:45 pm
Conference Welcome and
SirsiDynix Opening Session
Coronado J
Thursday, May 3
9:00–11:45 am
Opening Reception
Sponsored by SirsiDynix
House of Blues
Thursday, May 3
7:00–10:00 pm
COSUGI Business Meeting
Coronado J
Friday, May 4
5:30–6:30 pm
Closing and SirsiDynix Executive Q & A
Saturday, May 5
Coronado J
4:15–5:15 pm
CREDITS
COSUGI 2012 conference logo designed by Jim Carpenter, Farmington Public Library,
Farmington, NM
2
Conference book design by:
Jane English Creative Design, www.janeenglishdesign.com
COSUGI 2012 Annual Conference
Customer Sessions
Contact Information
Migell Acosta�� [email protected]
Using Zendesk to Manage Helpdesk Operations
Azucena Aguayo�� [email protected]
Bringing E-Readers Into the Fray: Policy, Practice
and Implementation
Jean Banks�� [email protected]
No More Penguins with Sunburn!
Pat Beers�� [email protected]
Symphony System Administration (Unix) Sharing Session
Lynn Bertino��[email protected]
Horizon System Administration Sharing Session
Steven K. Bowers�� [email protected]
Counting the Clicks: Using Google Analytics to Track Outbound
Catalog Links
Horizon Information Portal (HIP) Sharing Session
Peter Brandt��[email protected]
Everyday SVA
Open Source Self-Check and Other Options
Joel Hahn��[email protected]
API Sharing Session-–Part I
API Sharing Session–Part II: Projects Parade
Consortia SIG/Sharing Session
How to Catalog Playaway Views
The State of the Enhancement Process Address
Statistical Snapshots
Stump the Chumps: Symphony Q&A
Chris Hauser��[email protected]
Outsourcing Authority Control for NOOBs 101
Don Hazlett��[email protected]
Using Director’s Station in a Consortium Environment
Cheryl Hill��[email protected]
Taming the Consortia Bib Database: Authority Control, OCLC,
Inventories, and Weeding
Alice Hubbard�� [email protected]
Automating an Opening Day Collection by Receiving Shelf
Ready Product
Darron Isobe��[email protected]
At the End of the Day
David Justus��[email protected]
VuFind Sharing Session
Brenda Cameron��[email protected]
Fine Tuning Your Symphony: Using System Administration Tools to
Customize Your System
Ven Kozubenko�� [email protected]
WorkFlows on iPad
Marty Coleman��[email protected]
Migration Headaches: Comparing the Migration of Different ILS’s to
SirsiDiynix Symphony
Donovan Lambright��[email protected]
AquaBrowser Sharing Session
Creating a Knowledge Center with Cheap and Easy Project
Management Tools
Kathy Crouse�� [email protected]
Receiving Shelf Ready Product or Automating an
Opening Day Collection
Technical Services Reports
Guy Dobson��[email protected]
Paperless Online Weeding (POW)
System Administration (Windows) Sharing Session
Kay Dunker��[email protected]
Exporting Your Data
Scott East�� [email protected]
Automating an Opening Day Collection by Receiving Shelf Ready Product
Renay Elve�� [email protected]
Horizon Circulation Sharing Session
Laura England-Biggs�� [email protected]
Operating in the Cloud: Lessons Learned from Migrating to the
SaaS Environment
Jennifer Falkowski��[email protected]
Symphony Circulation Sharing Session
Laurie Lessner�� [email protected]
How We Got a Sticky Catalog
Jim Loter��[email protected]
Discovering Discovery: Implementing BiblioCommons with Horizon
and Symphony
Sonia Loubier�� [email protected]
User Testing a Faceted Search Engine : “Please, Don’t Make Me Think”
Ellen Marchessault�� [email protected]
Symphony Cataloging Sharing Session
Bill McClendon�� [email protected]
Extending Patron Services and Staff Functions to Smartphone and
Tablet Platforms
Jamen McGranahan�� [email protected]
Seamless Patron Data Integration of Symphony & Primo without
Web Services
Drew McNaughton��[email protected]
Avoiding Storms in the Cloud
Sean Farrell��[email protected]
There from the Get Go: SirsiDynix’s Facebook Application
Teresa Nelson��[email protected]
WorkFlows on iPad
Phil Feilmeyer�� [email protected]
Implementing “Overnight Authorities” from MARCIVE on Horizon
Mark Noble��[email protected]
Open Source Discovery Layer for Public Libraries
Michael Gillen��[email protected]
Leveraging Symphony Web Services in Your Open Source OPAC
Maureen O’Brien Dermott��[email protected]
A Quickie Inventory: One Library’s Experiment
Walter Griffatong�� [email protected]
Moving your Symphony to Another Computer
Brett Hall�� [email protected]
COSUGI 2012 Annual Conference Kendal Orrison�� [email protected]
Jonya Pacey��[email protected]
Creating a Knowledge Center with Cheap and Easy Project
Management Tools
Taming the Consortia Bib Database: Authority Control, OCLC,
Inventories, and Weeding
Lake Buena Vista, FL
Jonathan Padilla��[email protected]
VDI ( Virtual Desktop Infrastructure ) In the Libraries
Advanced Virtualization (Optimization)
Virtualization 101 and Why?
Natalie Palermo��[email protected]
Symphony Reports Sharing Session
Michael Ridinger��[email protected]
Need an App? Build One!
Tim Rowley��[email protected]
Bringing E-Readers Into the Fray: Policy, Practice and
Implementation
Sarah Seestone��[email protected]
Smoothing the Rough Edges: Redesigning the User Online
Experience in Academic Reserves
Randy Selhorst�� [email protected]
Receiving Shelf Ready Product or Automating an Opening Day
Collection
Monique Sendze�� [email protected]
VuFind, eBooks & Innovation: The Hybrid Edition
Brian Sherman�� [email protected]
Add-ons, Extensions, & Toolbars: How To Make A Better
Looking “You”
Win Shih�� [email protected]
Operating in the Cloud: Lessons Learned from Migrating to the
SaaS Environment
Gloria Shutter��[email protected]
Symphony Academic Reserves Sharing Session
Karla Smith�� [email protected]
Online Payment with Envisionware: It Works for Us.
Kevin Smith�� [email protected]
Open Source Discovery Layer for Public Libraries
Kelli Staley��[email protected]
Monique Stam��[email protected]
User Testing a Faceted Search Engine : “Please, Don’t Make Me Think”
Joseph Strahl��[email protected]
Leveraging Symphony Web Services in Your Open Source OPAC
Jim Taylor�� [email protected]
Avoid Cursing with Cursors
Chris Tonjes�� [email protected]
Extending Patron Services and Staff Functions to Smartphone and
Tablet Platforms
Mark Witteman��[email protected]
Anita Winger�� [email protected]
Migration Headaches: Comparing the Migration of different ILS’s
to SirsiDiynix Symphony
To Hold or Not To Hold: How to Holds in a Consortia Environment
John Wohlers��[email protected]
Mapping your Library with Web Services and Google Maps
Using Google Analytics in the Catalog
Tara Wong��[email protected]
Discovering Discovery: Implementing BiblioCommons with Horizon
and Symphony
3
SirsiDynix Welcome
Along with the COSUGI conference committee, SirsiDynix
welcomes you to the 2012 COSUGI User Conference!
We are excited to meet
At SirsiDynix, we strive every day to give our libraries the best
with you here in Florida
service and technology solutions available. This year, that
to discuss the direction of
focus expands to the library user, who we know is crucial to
your libraries, the industry
and the SirsiDynix solutions
that support you. We have a lot in
store for you this year and look forward to sharing
your success. Your involvement in this user group helps us
in these efforts, ensuring our product vision and customer
services deliver the very best solutions to meet library user
needs and desires.
exciting product development progress and plans, gathering
On behalf of the SirsiDynix team, I want to thank the COSUGI
your invaluable feedback, and continuing building the future of
Board for all the dedication they put toward this user
libraries together.
group and conference. Thank you for being here with us.
We are experiencing perhaps the most dynamic era in
We appreciate this relationship and express our continued
information sharing that has ever existed. From mobile
commitment to you as active and valued user group members
computing to the rise and evolution of social networking to
and SirsiDynix customers. The future is bright, and we’re
the always-on nature of digital life, it is an exciting time to
grateful to be shaping it together!
be in the information business. What is the role of libraries
in this environment? How do libraries compete with the
All the best,
proliferation of online and mobile services available? What
do users want and need? We are excited to discuss this with
you, and to present the latest solutions to attract the attention
of your users and keep them coming back to the library, both
Bill Davison
SirsiDynix Chief Executive Officer
physically and virtually. The five core SirsiDynix technology
tenets we presented last year–social, mobile, communications,
cloud and analytics–are as important as ever.
4
Meeting Rooms
Registration
Ask SirsiDynix Room
Exhibits, Internet/Print Area
Conference Welcome and Opening Session
First Time Attendees Breakfast
Bus Departure to House of Blues for Party
Thursday, May 3, 6:30 pm–You can either take the buses or arrive at the House
of Blues by your own transportation. You must have your badge with you as this will be your
ticket to get into the party. If you purchased a ticket for a guest to attend, have your confirmation information. Travel back to your hotel at your leisure on the park provided transportation.
Exhibit Hall
Please thank the following exhibitors for their generosity:
Opening Reception
Booth 109
Internet/ Print Area
Booths 303 & 305
collectionHQ
Lanyards
Booth 302
6
Friday Afternoon Ice Cream Break
Booth 211
Exhibitors
Booth 203
Booth 201
Booth 304
Booth 106
Booth 207
Booth101
Booth 105
Booth 100
collectionHQ
Booth 104
Booth 310
Booth 300
Booth 302
Booth 108
Booth 103
Booths 303 & 305
Booth 307
Booth 202
Booth 109
COSUGI 2012 Annual Conference Booth 102
Booth 110
Booth 204
Booth 205
Booth 209
Booth 200
Booth 211
7
Thursday, May 3
7:30–8:30 am
Registration
7:00 am–5:30 pm
North Registration
Desk, Coronado
Foyer
First Time
Attendees’
Breakfast
Yucatan 2 & 3
By invitation.
Ask
SirsiDynix
11:45 am–3:45 pm
Coronado R
9:00–9:30 am
9:30–11:45 am
Conference
Welcome
Opening Session:
You, Your Community and SirsiDynix
Coronado J
Coronado J
Opening comments and
welcome by
Brian Sherman, Chair,
Customers of SirsiDynix
Users Group, Inc.
Our opening session will set the stage for the conference, providing a high level
overview of customer and SirsiDynix accomplishments since last we met, a look at
the roadmap, and a preview of some exciting improvements coming soon all in an
effort to better serve you in your goal of serving your community.
Presenter: Brian Sherman,
Head of Access Services,
Noel Memorial Library,
LSU Shreveport
[email protected]
Presenters:
Bill Davison, Chief Executive Officer, SirsiDynix
[email protected]
Talin Bingham, Chief Architect, SirsiDynix
[email protected]
David King, Vice President of Product Management, SirsiDynix
[email protected]
Sheridan Richey, Vice President of Software Development, SirsiDynix
[email protected]
Berit Nelson, Vice President of Library Relations, SirsiDynix
[email protected]
Scott Wheelhouse, Senior Vice President of Operations, SirsiDynix
[email protected]
8
Morning Break
10:00–10:15 am
Opening Session
Break
Coronado J Foyer
Welcome
Breakfast Ask SirsiDynix
Registration
George Coe, President of Library and Education,
Baker & Taylor
12:00–1:00 pm
1:30–2:30 pm
Lunch
Acapulco Automating an Opening Day
12:00–1:00 pm
Coronado H
Visit the Exhibits!
3:45–6:00 pm
Afternoon Break
2:30–2:45 am
Coronado Foyer
Smoothing the Rough Edges:
Redesigning the User Online
Audience: Symphony
Audience: Symphony
Alice Hubbard, Scott East–Jefferson Parish
Library; Randy Selhorst–Midwest Tape
Sarah Seestone– Stanford University
Libraries
for NOOBs 101
Authority and Bibliographic Data
Service Offerings
Audience: General
Audience: General
Chris Hauser–Stewart Library, Weber State
University
Tracy Moyers–SirsiDynix
Cancun Horizon Circulation
Internet/Print Area
3:45–6:00 pm
Exhibit Hall
Sharing Session
Consulting Services: What We Can
Do for You!
Audience: Horizon
Audience: General
Renay Elve–Cromaine District Library
Margaret Pelfrey–SirsiDynix
Coronado J Project eResource Central:
Sponsored by
EnvisionWare
2:45–3:45 pm
Collection by Receiving ShelfReady Product
Baja Outsourcing Authority Control
Exhibit Hall
e-Books and Electronic Resources
with Symphony, Horizon and Other
SirsiDynix Applications
Audience: General
Joel Hahn–Niles Public Library District/CCS
Consortium
7:00–10:00 pm
Opening
Reception
7:00–10:00 pm
House of Blues
Sponsored by
SirsiDynix
Buses depart promptly
at 6:30 pm from the
Porte Cochère area (see
map on page 6)
You can either take the
buses or arrive at the
House of Blues by your own
transportation. You must
have your badge with you
as this will be your ticket
to get into the party. If you
purchased a ticket for a
guest to attend, have your
confirmation information.
Travel back to your hotel
at your leisure on the park
provided transportation.
Repeated Saturday 1:15–2:15 pm
Audience: General
Talin Bingham, David King–SirsiDynix
Coronado M VDI (Virtual Desktop
Infrastructure) in Libraries
Audience: General
Audience: Horizon
Jim Taylor–Asbury Theological Seminary
Coronado P Statistical Snapshots
Audience: Symphony
Consortium
Coronado T Mobile, Social and Discovery: A
COSUGI 2012 Annual Conference Open Source Self-Check
and Other Options
Audience: Symphony
Teresa Nelson, Ven Kozubenko–Spokane
County Library District; Peter Brandt–Palm
Beach County Library System
Librarian’s Dream
e-Library Customization: Some
Under-the-Hood Examples
Audience: General
Audience: Symphony
Nathan Guinn, Dain Berrett–SirsiDynix
Matthew Phillips–SirsiDynix
Durango Symphony Administration:
Core Concepts for Administrators
Who Manage Their Own
Symphony Server
Audience: Symphony
Jeff Byrd, Matt Phillips–SirsiDynix
Discovering Discovery:
Implementing Bibliocommons with
Horizon and Symphony
Audience: General
Jim Loter–Seattle Public Library; Tara
Wong–Ottawa Public Library; Linda Scott
Zaleski–CCS Library Consortium
Opening Reception
Jonathan Padilla–LINCC (Libraries in
Clackamas County)
lunch Exhibits Breaks
Program Schedule
9
Thursday, May 3
9:00–9:30 am
COSUGI Conference Welcome
Thursday, 9:00–9:30 am, Coronado J
Presenter: Brian Sherman, Head of Access
Services, Noel Memorial Library, LSU Shreveport
9:30–11:45 am
OPENING SESSION: You, Your
Community and SirsiDynix
Thursday, 9:30–11:45 am, Coronado J
Our opening session will set the stage for the conference, providing a high level overview of customer
and SirsiDynix accomplishments since last we met,
a look at the roadmap, and a preview some exciting
improvements coming soon all in an effort to better
serve you in your goal of serving your community.
Presenters: Bill Davison–Chief Executive Officer;
Talin Bingham–Chief Architect; David King–Vice
President of Product Management; Sheridan
Richey–Vice President of Software Development;
Berit Nelson–Vice President of Library Relations;
Scott Wheelhouse–Senior Vice President of
Operations, SirsiDynix; George Coe–President of
Library and Education, Baker & Taylor
1:30–2:30 pm
Automating an Opening Day Collection
by Receiving Shelf-Ready Product
The focus will be showing how Jefferson Parish Library
created the reports and setup Symphony so the library
could receive shelf ready product. Some highlights
include creating and downloading carts, using 9xx
tags in EDI ordering, EDI order acknowledgements and
invoices, MARC records with holdings information, a
custom report to hide the items until opening day, and
then another to make them available.
Audience: Symphony
Thursday, 1:30–2:30 pm, Acapulco
Presenters: Alice Hubbard–Librarian IV,
Cataloging Supervisor; Scott East–IT Computer
Systems Specialist, Jefferson Parish Library;
Randy Selhorst–ILS Coordinator, Midwest Tape
10
Horizon Circulation Sharing Session
The session moderator will lead participants in a
discussion of common circulation issues in Horizon.
Audience: Horizon
Thursday, 1:30–2:30 pm, Cancun
Presenter: Renay Elve–Computer Systems
Manager, Cromaine District Library
Mobile, Social and Discovery: A
Librarian’s Dream
Interact with library users on their own terms. Reach
beyond the traditional modes of communication and
provide a fresh, relevant interface into your discovery
solution. In this session we will address effectively
communicating with patrons through their mobile
devices, on their Facebook pages, and through the
discovery experience.
Audience: General
Thursday, 1:30–2:30 pm, Coronado T
Presenters: Nathan Guinn–Product Management
Director; Dain Berrett–Product Manager,
SirsiDynix
Outsourcing Authority Control for
NOOBs 101
With the right planning and understanding, a
monster authority control project can be easier
and less costly than you might think. The Stewart
Library at Weber State University had desperately
needed a full authority control face-lift in the worst
way. Staff, cost, time, and the fear of the unknown
had needlessly delayed a proper implementation of
authority control for over a decade. Facing our fears
and concerns, we stepped into the unknown only to
find the process to be nothing to be afraid of in the
least. Presenter will discuss the Stewart Library’s
experience in setting-up, applying, and the ongoing
maintenance of accurate authority records. Nothing
has made us happier than having squeaky clean
authorities and we would love to share how we got
them with you.
Audience: General
Thursday, 1:30–2:30 pm, Baja
Presenter: Chris Hauser–I.T. Librarian, Stewart
Library, Weber State University
Project eResource Central: e-Books
and Electronic Resources with
Symphony, Horizon and Other
Do you want to integrate e-books and e-content into
your catalog so that your users can easily find ALL of
the library’s resources? Do you and your users find
the multiplicity of e-book readers and DRM schemes
difficult to support and navigate? Do you need staffefficient ways to manage your e-books and other
e-content? Learn about how Project eResource
Central along with applications such as BookMyne,
Enterprise, Portfolio, Social Library and related tools
can help you and your users easily manage, find and
use e-content.
Audience: General
Thursday, 1:30–2:30 pm, Coronado J
Repeated Saturday, 1:15–2:15 pm
Presenter: Talin Bingham–Chief Technology
Officer; David King–Vice President of Product
Management, SirsiDynix
Statistical Snapshots
Twice a year, the Niles Public Library District participates in Library Snapshot Day, and part of that involves
collecting ILS-related statistics on library activity that
day. Come see how Symphony reports, Director’s Station, and the Symphony API are being used to gather
all sorts of strange and interesting statistics about what
goes on in the library on that one day.
Thursday, 1:30–2:30 pm, Coronado P
Audience: Symphony
Presenter: Joel Hahn–Lead Cataloger, Niles Public
Library District/CCS Consortium
Symphony Administration: Core
Concepts for Administrators Who
Manage Their Own Symphony Server
In this presentation, you will learn the most important day-to-day tasks necessary to maintain a locally
hosted Symphony server. This session is intended
for customers already familiar with WorkFlows policy
and reports concepts, but not as of yet familiar with
backups, file system maintenance, and interaction
with Client Care.
Audience: Symphony
Thursday, 1:30–2:30 pm, Durango
Presenters: Jeff Byrd–Senior Application Support
Specialist; Matt Phillips–Trainer, SirsiDynix
Program Descriptions
VDI (Virtual Desktop Infrastructure)
in Libraries
What is VDI and what can it do for your library and
library systems? We will touch on the many benefits
on VDI such as time management and cost effective
robust desktop deployments for staff and public.
Audience: General
Thursday, 1:30–2:30 pm, Coronado M
Presenter: Jonathan Padilla–Library Network
Technology Analyst, LINCC (Libraries in
Clackamas County)
2:45–3:45 pm
Authority and Bibliographic Data
Service Offerings
Would you like to improve the quality of your
bibliographic records? Would you like to implement
or update your authority database? Please join us as
we discuss services designed to enhance the quality
of your bibliographic and authority data. Our goal
is to save time for your technical services department and to help your patrons find materials faster.
We will be discussing SmartSource, enhancing
bibliographic records using the Library of Congress,
authority processing services, and an ongoing
authority update service. Please come and share
with us the idea that will save your library time and
energy maintaining the quality of your catalog. All
attendees will receive a code for a free bibliographic
data analysis report from SirsiDynix–a $250 value.
Audience: General
Thursday, 2:45–3:45 pm, Baja
Presenter: Tracy Moyers–Director of Product
Implementation, SirsiDynix
For those times when “Select...” just doesn’t do the
job. A presentation of SQL Cursors and how to use
them. Sybase and MSSQL syntax will be discussed.
Audience: Horizon
Thursday, 2:45–3:45 pm, Coronado M
Presenter: Jim Taylor–Special Projects, Asbury
Theological Seminary
Consulting Services:
What We Can Do for You!
Learn the types of services we offer and what
you can learn to do for yourself. This session will
cover the SirsiDynix consulting department-offered
services which include Symphony API Services, Web
Services, Symphony custom reports, interfaces and
COSUGI 2012 Annual Conference work as well as general consulting and instructional
workshops. If you are curious what the Symphony
API Subscription includes or the possibilities with
customizations are, this is the session for you.
Audience: General
Thursday, 2:45–3:45 pm, Cancun
Presenter: Margaret Pelfrey–Consulting Services
Team Lead, SirsiDynix
Discovering Discovery:
Implementing Bibliocommons
with Horizon and Symphony
Three public libraries will share experiences and
lessons learned from implementing the BiblioCommons discovery layer in conjunction with SirsiDynix
products. The Seattle Public Library has been “live”
with BiblioCommons with Horizon for just over a year.
Learn how BiblioCommons plays a key role in supporting our “Reconnect With Reading” program, and how
we are partnering with other BiblioCommons libraries to
more fully develop and utilize the “Community Credits”
feature to encourage patron participation. Ottawa Public
Library will discuss using Bibliocommons to merge
related online content into catalog search results as
well as exploring our new mobile website to connect
and access content “on the go.” In January 2011, the
Cooperative Computer Services (CCS) Consortium in
Illinois became the first US consortium to implement
Bibliocommons. Learn how 23 very diverse public
libraries were brought up in about five weeks. We will
share some challenges and tips for success.
Audience: General
Thursday, 2:45–3:45 pm, Durango
Presenters: Jim Loter–Director of Information
Technology, The Seattle Public Library; Tara
Wong–Coordinator, Digital Services, Ottawa Public
Library; Linda Scott Zaleski–IT Systems Manager,
CCS Library Consortium
e-Library Customization:
Some Under-the-Hood Examples
In this presentation, you will learn to make serverlevel OPAC changes modeled on existing e-Library
functionality. This session is intended for customers
already familiar with the WorkFlows Gateway Database wizard as well as the concepts of environment
variables, labels and messages, but yet familiar with
page files or CSS concepts.
Audience: Symphony
Thursday, 2:45–3:45 pm, Coronado T
Presenter: Matthew Phillips–Trainer, SirsiDynix
The newest technology from the makers of the
Playaway digital audiobook is a handheld video
player called the “Playaway View”. Come hear one
cataloger’s take on how to catalog these strange
items that combine aspects of videorecordings,
electronic media, and physical objects.
Audience: General
Open Source Self-Check
and Other Options
Join other libraries as they discuss what they have
done to get self-check stations working in their
libraries. Eric Melton’s open source self-check option
will be discussed.
Audience: Symphony
Thursday, 2:45–3:45 pm, Coronado P
Presenter: Teresa Nelson–IT Operations
Assistant, Ven Kozubenko–Data and Web Services
Administrator, Spokane County Library District;
Peter Brandt–IT Division Manager, Palm Beach
County Library System
Smoothing the Rough Edges:
Redesigning the User Online
Stanford University is currently developing new user
interfaces for Academic Course Reserves. First, an
interactive space for faculty, lecturers and their proxies to create, view the status, and make changes
to their Course Reserve lists. It will include links
to Stanford’s online catalog (Blacklight) to aid the
selection of titles, and to our Course Management
system (CourseWork) to validate course information. Users will also be able to view and update lists
from past quarters. Second, an enhanced search
discovery tool for students. We’ll add the ability to
search by Course name, include bi-directional links
to the course page in the Course Management
system, and add a search for materials used for the
course during previous quarters. We’ll also enhance
the reserve information seen by the user, including
detailed Reserve Desk hours.
Audience: Symphony
Thursday, 2:45–3:45 pm, Acapulco
Presenter: Sarah Seestone–Assistant Head,
Access Services, Stanford University Libraries
11
Friday, May 4
Registration
8:00 am–3:00 pm
North Registration
Desk, Coronado
Foyer
Ask
SirsiDynix
9:00 am–5:15 pm
Coronado R
Internet/Print
Area
9:15 am–5:00 pm
Exhibit Hall
Sponsored by
EnvisionWare
Visit the
Exhibits!
9:15 am–5:00 pm
No Conflict
Time
10:30–11:45 am
Exhibit Hall
Morning Break
8:15–9:15 am
Acapulco Symphony Academic Reserves
Sharing Session
Audience: Symphony
Gloria Shutter–Harrisburg Area
Community College
Baja RDA Update: Efficiencies and
Simplicities for Your Library’s
RDA Transition.
Audience: General
Ranny Lacanienta–SirsiDynix
9:30–10:30 am
11:45 am–1:00 pm
Lunch
Add-ons, Extensions, and
Toolbars: How To Make A Better
Looking “You”
11:45 am–1:00 pm
Audience: General
Visit the Exhibits!
Brian Sherman–Noel Memorial Library,
LSU Shreveport
Coronado K & L
Exhibit Hall
Full Speed Ahead: The SirsiDynix
2012-2013 Roadmap
Repeated Saturday, 3:00–4:00 pm
Audience: General
David King, Laurie Porter, Rachel Bowell,
Ranny Lacanienta–SirsiDynix
Cancun Horizon Administration:
Analytics in Action
Core Concepts for Administrators Audience: General
Who Manage Their Own
Nathan Guinn–SirsiDynix
Horizon Server
Afternoon Ice
Cream Break
2:15–3:00 pm
Coronado Foyer and
Exhibit Hall
Sponsored by Unique
Management Services
Audience: Horizon
Jeremy Newville, Darron Isobe–SirsiDynix
Coronado J Ode to Efficiencies, Enhanced
Audience: General
RFID: The Present, the Future
and SirsiDynix
Berit Nelson–SirsiDynix
Audience: General
David Tuttle–SirsiDynix
Coronado M How We Got a Sticky Catalog
Exhibits–
No Conflict Time
2:15–3:00 pm
Exhibit Hall
Audience: Symphony
Audience: General
Laurie Lessner–SAILS, Inc.
Michael Ridinger– INFOhio
Ask SirsiDynix
Exhibits Breaks
Coronado Foyer and
Exhibit Hall
12
Coronado P Counting the Clicks: Using
Google Analytics to Track
Outbound Catalog Links
Receiving Shelf Ready
Product or Automating an
Opening Day Collection
Audience: Horizon
Audience: Horizon
Steven K. Bowers–Detroit Area Library
Network (DALNET)
Kathy Crouse–Salt Lake County Library
Services; Randy Selhorst–Midwest Tape
Coronado T Virtualization 101 and Why?
Audience: General
Jonathan Padilla– LINCC ( Libraries in
Clackamas County )
Durango Extending Patron Services and
Advanced Virtualization
(Optimization)
Audience: General
Jonathan Padilla– LINCC (Libraries in
Clackamas County)
Staff Functions to Smartphone
and Tablet Platforms
Bringing E-Readers into
the Fray: Policies, Practice
and Implementation
Audience: Symphony
Audience: Symphony
Chris Tonjes–DC Public Library; Bill McClendon–DigiCon
Tim Rowley, Azucena Aguayo– Utah Valley
University
lunch Exhibits Breaks
10:30–10:45 am
Program Schedule
1:15–2:15 pm
Acapulco Moving Your Symphony to
3:00–4:00 pm
4:15–5:15 pm
Audience: Symphony
Taming the Consortia Bib
Creating a Knowledge Center
Database: Authority Control,
with Cheap and Easy Project
OCLC, Inventories and Weeding Management Tools
Walter Griffatong–York University
Audience: General
Audience: General
Cheryl Hill, Jonya Pacey–SELCO
Jonya Pacey, Donovan Lambright–SELCO
A Quickie Inventory: One
Library’s Experiment
Horizon System
Administration Sharing
Session
Another Computer
Baja Technical Services Reports
Audience: Horizon
Kathy Crouse–Salt Lake County
Library Services
Audience: Symphony
Maureen O’Brien Dermott– Dickinson
College
Audience: Horizon
Symphony Circulation
Sharing Session
Audience: General
Your Time Is Up! How the
Circulation Map Determines
Due Dates and Bills
Audience: Symphony
Jennifer Falkowski–Southern Maryland Regional Library Association
Cancun Library Intelligence: Roadmap
and Technology Discussion
Melissa Kulmer–SirsiDynix
Coronado J Customer Enhancement Forums: At the End of the Day
See Your Feedback at Work
Audience: General
Ranny Lacanienta, Berit Nelson–
SirsiDynix
Coronado M Mapping Your Library
with Web Services and
Google Maps
Audience: Symphony
Audience: Horizon
Lynn Bertino–Wake County Library Systems
Audience: Symphony
Audience: General
Using Google Analytics in
the Catalog
Migration Headaches: Comparing
the Migration of Different ILS’s to
SirsiDynix Symphony
Audience: Symphony
Cloudy with a 100% Chance
of Awesome
Using Zendesk to Manage
Helpdesk Operations
Audience: General
Audience: General
David King, Sheridan Richey, Talin
Bingham–SirsiDynix
Migell Acosta–County of Los Angeles
Public Library
Engine : “Please, Don’t Make
Me Think”
Enterprise and Portfolio:
Features, Functionality
and Roadmap
No More Penguins
with Sunburn!
Audience: General
Audience: General
Monique Stam, Sonia Loubier–Centre
d’accès à l’information juridique (CAIJ)
Dain Berrett–SirsiDynix
Michael Ridinger, Jean Banks–
INFOhio
Coronado P Fine-tuning Your Symphony:
Using System Administration
Tools to Customize Your
System
Audience: Symphony
COSUGI Business
Meeting & Raffle
5:30–6:30 pm
Coronado J
The business meeting
with include Board
reports, introduction
of the incoming
2012-2013 COSUGI
Board, raffle, and open
discussion of new
business.
Presenter:
Brian Sherman, Chair,
Customers of SirsiDynix
Users Group, Inc.
Scott Wheelhouse–SirsiDynix
John Wohlers– Waubonsee Community
College
John Wohlers– Waubonsee
Community College
5:30–6:30 pm
Got Cases? Portals, Portfolio,
Polls, and You
Kay Dunker–Valley Library Consortium; Darron Isobe–SirsiDynix
Audience: Symphony
Anita Winger–Mississippi State University; Marty Coleman–First Regional
Library
Coronado T User Testing a Faceted Search
Durango Open Source Discovery Layer
for Public Libraries
Audience: General
API Sharing Session – Part I
Audience: Symphony
Joel Hahn–Niles Public Library District/CCS Consortium
Kevin Smith–Wake County Public
Libraries; Mark Noble–Turning Leaf Tech
COSUGI 2012 Annual Conference Audience: General
API Sharing Session – Part II:
Projects Parade
Audience: Symphony
Joel Hahn–Niles Public Library District/CCS Consortium
meetings
Brenda Cameron–Fort Vancouver
Regional Library District
13
Friday, May 4
8:15–9:15 am
Counting the Clicks: Using
Google Analytics to Track Outbound
Catalog Links
Along with several other features, Google Analytics provides means for tracking usage of specific
individual hyperlinks on a given Web site. Tracking
usage of hyperlinks on a Web site or in a library
catalog, may provide statistics and other information
useful to your institution. This presentation will demonstrate how to configure your online public access
catalog (OPAC) to use the Google Analytics outbound
link tracking system on each MARC 856 URL
displayed in your catalog. Simple XSL editing and
integrated library system (ILS) configuration covered,
including examples. Specific instructions for setup
of Horizon ILS and HIP OPAC will be provided but
this presentation of Google Analytics link tracking
may be relevant to other systems.
Audience: Horizon
Friday, 8:15–9:15 am, Coronado P
Presenter: Steven K. Bowers–Executive Director,
Detroit Area Library Network (DALNET)
Extending Patron Services and
Staff Functions to Smartphone and
Tablet Platforms
DC Public has been the leader in extending the ILS
to new platforms. First with the iPhone and Blackberry patron interfaces. Next came enhanced patron
services. Now comes our iOS and Android staff
interface. During our presentation, we will show how
DCPL staff uses tablets and mobile devices to register new customers, circulate materials, maintain
their collection, and help customers access e-books
and databases. Come and see what we have done,
how we have done it, and what future plans and
platforms we are tackling.
Audience: Symphony
Friday, 8:15–9:15 am, Durango
Horizon Administration: Core
Concepts for Administrators Who
Manage Their Own Horizon Server
RDA Update: Efficiencies and
Simplicities for Your Library’s
RDA Transition
New to the world of Horizon system administration?
You have much to learn in a very short time. What
are the most important things you could learn in
under 50 minutes to keep Horizon and HIP in peak
condition? This session will emphasize routine
tasks you should be familiar with such as day-end,
database maintenance and other critical administrative tasks.
Find out what SirsiDynix is doing to make the RDA
transition easier and painless for you and your
staff. 2012 is a good year to prepare and familiarize your library with RDA before the three national
libraries adopt RDA in 2013. Learn what you can
do now to prepare your libraries to utilize this new
cataloging standard.
Audience: Horizon
Friday, 8:15–9:15 am, Baja
Friday, 8:15–9:15 am, Cancun
Presenter: Jeremy Newville–Senior Trainer;
Darron Isobe–Senior Application Support
Specialist, SirsiDynix
How We Got a Sticky Catalog
We got a catalog that increased visitors’ time spent,
several times over. How? By adding content from
LibraryThing and Syndetics, and making several
cosmetic and functionality changes. Come see what
we did at SAILS that you can do too!
Audience: Symphony
Friday, 8:15–9:15 am, Coronado M
Presenter: Laurie Lessner–Asst. Director
Technology Services, SAILS, Inc.
Ode to Efficiencies, Enhanced
From the tried and true to the new and improved,
this session will cover SirsiDynix software features and services that can help you meet community needs and library goals more efficiently
and cost-effectively.
Audience: General
Friday, 8:15–9:15 am, Coronado J
Presenter: Berit Nelson–Vice President of Library
Relations, SirsiDynix
Audience: General
Presenter: Ranny Lacanienta–Product
Management Director, SirsiDynix
Symphony Academic Reserves
Sharing Session
The session moderator will lead participants in a discussion of common issues with academic reserves
in Symphony.
Audience: Symphony
Friday, 8:15–9:15 am, Acapulco
Presenter: Gloria Shutter–Senior Library
Specialist, Harrisburg Area Community College
Virtualization 101 and Why?
This program is targeted towards library professionals still trying to get a grasp on and a clear
understanding of what exactly is virtualization, its
many benefits and why is it becoming such a critical
and dominant role in libraries and library systems.
Audience: General
Friday, 8:15–9:15 am, Coronado T
Technology Analyst, LINCC (Libraries in Clackamas
County)
Presenter: Chris Tonjes–Chief Information Officer,
DC Public Library; Bill McClendon–Systems
Architect, DC Public Library, President, DigiCon
14
9:30–10:30 am
Add-ons, Extensions, & Toolbars: How
to Make a Better Looking “You”
Your web browser isn’t just for browsing anymore.
This presentation is an introduction to web browser
extensions for Firefox and Chrome. Topics discussed
in this session include: what are browser extensions, where to get them, what to look for, and what
are some popular extensions to make the working
information professional’s life easier.
Bringing E-Readers into the Fray:
Policies, Practice and Implementation
Receiving Shelf Ready Product or
Automating an Opening Day Collection
After numerous requests from student, faculty and
staff Utah Valley University (UVU) Library decided to
take the plunge into adding e-readers to our collection. This is a “How We Did It” session including
selecting e-readers, developing policy for acquisition, cataloging in Symphony and circulation. Since
we don’t claim our way is best, we hope others will
come to share their experiences as well.
Review of the process that Salt Lake County and
Midwest Tape developed to order and receive shelf
ready materials. The process includes setting up
EDIFACT ordering, determining processing specifications, EDIFACT invoicing and importing item records
with updated barcode information.
Audience: Symphony
Audience: General
Friday, 9:30–10:30 am, Durango
Friday, 9:30–10:30 am, Acapulco
Presenter: Tim Rowley–Assistant Director;
Azucena Aguayo–Systems Manager, Utah Valley
University
Presenter: Brian Sherman–Head of Access
Services and Systems, Noel Memorial Library,
LSU Shreveport
Advanced Virtualization (Optimization)
This program is targeted towards library professionals seeking to optimize and getting the most
out of their current virtualized architecture or
for those wanting to discover and understand
virtualization more in depth before deploying
their virtualized architecture. We will touch on
virtualized network infrastructures and optimizing
their speeds, storage repositories speeds, virtual
machine performance, etc.
Audience: General
Friday, 9:30–10:30 am, Coronado T
Technology Analyst, LINCC (Libraries in
Clackamas County)
2012-2013 Roadmap
SirsiDynix product managers will cover what’s in
store for each of our product lines including ILS,
discovery, social, mobile, cloud, communications
and analytics.
Audience: General
Presenter: Kathy Crouse– Assistant Manager
of Technical Services, Salt Lake County Library
Services; Randy Selhorst–ILS Coordinator,
Midwest Tape
RFID: The Present, the Future and
SirsiDynix
In this session we will discuss current events in
RFID, new products and functionality. Come take
a look at new standards like ISO 28560-2 and SIP
3.0 and its potential impact on RFID installations
and future buyers. We will also cover SirsiDynix
and RFID integration with Strategic Partners.
Presenters: David King–Vice President of
Product Management; Laurie Porter–Technical
Product Manager; Rachel Bowell– Beta Software
Manager; Ranny Lacanienta–Director of Product
Presenters: David Tuttle–Senior
Market Consultant, SirsiDynix
Friday, 9:30–10:30 am, Cancun
Audience: General
Presenter: Nathan Guinn–Product Management
Director, SirsiDynix
Friday, 9:30–10:30 am, Coronado M
COSUGI 2012 Annual Conference Friday, 9:30–10:30 am, Coronado P
Audience: General
Audience: General
Learn the latest techniques and functionalities to
assess your library’s performance. Key Performance Indicators (KPIs) can be determined and
analyzed by a thoughtful approach and well structured reporting. Deliver the appropriate information, present the most relevant data, and enjoy the
accolades from everyone at work.
Audience: Horizon
Friday, 9:30–10:30 am, Baja
Repeated Saturday, 3:00-4:00 pm
Building your own iOS or Android application doesn’t
have to be an expensive or complex endeavor. If you
or your organization is already maintaining a modern
corporate web site, chances are, you already have
what it takes to build your own mobile app. Learn
how to build your own native mobile app using
techniques and technology you’re already familiar
with. It’s even easier than it sounds. We’ll show you
the tools you’ll need, how to setup your development
environment and then we’ll build an app together.
Analytics in Action
Friday, 9:30–10:30 am, Coronado J
1:15–2:15 pm
Customer Enhancement Forums:
See Your Feedback at Work
COSUGI and SirsiDynix have enhanced the forums!
We will update you on the results of enhancement
voting so far and discuss how your suggestions are
being incorporated into releases over 2012 and 2013.
Audience: General
Friday, 1:15–2:15 pm, Coronado J
Presenter: Ranny Lacanienta–Product
Management Director; Berit Nelson–Vice
President of Library Relations, SirsiDynix
Presenter: Michael Ridinger–INFOhio Technical
Services, INFOhio
15
Friday, May 4
Library Intelligence: Roadmap and
Technology Discussion
Do you want to pump up the volume on your
analytics? Would you like to easily pull data from
across platforms? This session will provide a discussion on the new direction of library intelligence
from the technology platform to new product integration. This session is for all current and future
customers of Directors Station and Web Reporter.
Fine-tuning Your Symphony: Using
System Administration Tools to
Customize Your System
Audience: General
How I learned to create custom labels and logos in
WorkFlows, add custom user extended info fields
to track program participation, add census coding
to patron records and set up a scheme to manage
staff user access using the tools available to any
system admin: manuals, help files, discussion list
lurking and the customer web site and wiki.
Friday, 1:15–2:15 pm, Cancun
Audience: Symphony
Friday, 1:15–2:15 pm, Coronado P
Mapping Your Library with Web
Services and Google Maps
This presentation will cover using the Web Services
API in combination with Google Maps to create an
interactive library floor map that displays the locations of items directly in the OPAC.
Audience: Symphony
Friday, 1:15–2:15 pm, Coronado M
Presenter: John Wohlers–Library Technology
Coordinator, Waubonsee Community College
Moving Your Symphony
to Another Computer
A detailed look at what needs to be done to move
a working Symphony server from an older machine
to a new machine.
Audience: Symphony
Friday, 1:15–2:15 pm, Acapulco
Presenter: Walter Griffatong–Applications Support
Specialist, York University
Presenter: Brenda Cameron–Systems
Administrator, Fort Vancouver Regional Library
District
Open Source Discovery Layer for
Public Libraries
In the spring of 2011 the Wake County Public
Libraries began exploring VuFind. See how we
worked with a developer to customize this Open
Source Discovery tool and went from out of the box
tool to highly customized dream interface while
listening to our users’ needs. Learn how we successfully worked with staff, patrons, the County IT
department and our amazing developer to enhance
access our collection while highlighting librarian
created content.
Audience: General
Friday, 1:15–2:15 pm, Durango
Presenter: Kevin Smith–Digital Library Manager,
Wake County Public Libraries; Mark Noble–
Independent Website Consultant, Turning Leaf
Tech
Technical Services Reports
An overview of reports used in Technical Services.
Includes reports for acquisitions, cataloging and
serials management. Reports include budget expenditures, budget extra charges tracking on order
and cancelled materials, serials copy editor, serials
circulation data comparison, branch serials lists, as
well as cataloging reports to compile lists of bibs for
batch editing. Also reports on indexing setup.
Audience: Horizon
Friday, 1:15–2:15 pm, Baja
User Testing a Faceted Search Engine:
“Please, Don’t Make Me Think”
Following the implementation of a faceted search
engine, the Centre d’accès à l’information juridique
(CAIJ), the network of Quebec courthouse libraries,
conducted user testing to validate the usability of
its new search tool. Come hear about the surprising
and interesting discoveries the CAIJ has made about
common user behavior patterns and how these
observations allowed us to improve the ergonomics
and graphic design of the research interface.
Audience: General
Friday, 1:15–2:15 pm, Coronado T
Presenter: Monique Stam–Project Manager;
Sonia Loubier–Director of Information Technology,
Centre d’accès à l’information juridique (CAIJ)
3:00–4:00 pm
API Sharing Session – Part I
discussion of common issues with Symphony API.
Audience: Symphony
A Quickie Inventory:
One Library’s Experiment
It has been a number of years (if ever) that an
inventory has been completed in our library. We
reviewed the inventory reports available in WorkFlows, and quite frankly, we were a little nervous.
How could we inventory specific areas of the library
collection quickly and accurately without using the
scary inventory reports? Using ONE bibliographic
report we were able to achieve the results we
wanted. During this presentation I will share with
you our reasoning and methods behind our inventory experiment.
Audience: Symphony
Presenter: Maureen O’Brien Dermott–
Associate Director Library Access Services,
Dickinson College
Presenter: Kathy Crouse–Assistant Manager of
Technical Services, Salt Lake County
Library Services
16
An in-depth look at Horizon Day End processes:
what it does, how to monitor it, how to add to it,
and what to do when something goes wrong.
Audience: Horizon
Presenter: Kay Dunker–Systems Librarian,
Valley Library Consortium; Darron Isobe–Senior
Application Support Specialist, SirsiDynix
Cloudy with a
100% Chance of Awesome
Learn about the future of cloud computing at
SirsiDynix, from enhancements to our industryleading cloud service to how we’re bringing the
tools you use every day into the stratosphere. New
cloud-based services such as Project eResource
Central, Social Library and tech services will also
be discussed.
Audience: General
Presenters: David King–Vice President of Product
Management; Sheridan Richey– Vice President
of Product Development; Talin Bingham–Chief
Technology Officer, SirsiDynix
Enterprise and Portfolio: Features,
Functionality and Roadmap
Learn about the new features and functionality
that have been added to the SirsiDynix discovery
products, from academic reserves to My Account
to e-book integration and much, much more. The
Enterprise and Portfolio roadmap will also
be presented.
Audience: General
Presenter: Dain Berrett–Product Manager,
SirsiDynix
Taming the Consortia Bib Database:
Authority Control, OCLC, Inventories
and Weeding
SELCO has embarked on a wide-ranging project
to streamline cataloging while also improving the
overall quality of a bibliographic database shared
by almost 90 libraries. When the project is concluded, we will have outsourced authority control,
established full OCLC membership for all member
libraries of the consortia, inventoried all collections to ensure our OCLC holdings are correct, and
conducted weeding in all collections. The panel
will describe this multifaceted project and discuss
the efficiencies we expect to achieve with a cleaner
database that is more accurately reflected in our
OCLC holdings.
Audience: General
Presenters: Cheryl Hill–Technical Services
Librarian; Jonya Pacey–Help Desk Manager,
Southeastern Libraries Cooperating (SELCO)
Using Google Analytics in the Catalog
This presentation covers adding Google analytics to
eLibrary and using it to collect statistics on various
events in your catalog. Events such as searches
performed, failed searches, session timeouts, and
tracking the use of other enhancements to your
catalog.
Audience: Symphony
Presenter: John Wohlers–Library Technology
Coordinator, Waubonsee Community College
Your Time Is Up! How the Circulation
Map Determines Due Dates and Bills
This session will break down the Symphony Circulation Map so that attendees can understand all of the
various pieces that work together to determine due
dates and bills for different items and for different
patrons. If you have never seen the circ map, this
will be a useful session to help you understand how
it is configured.
Audience: Symphony
Presenter: Melissa Kulmer–Product Specialist,
SirsiDynix
4:15–5:15 pm
API Sharing Session – Part II:
Projects Parade
Anyone who has completed API training from SirsiDynix can attend and participate in this show-andtell session where customers exhibit and discuss
their recent API-related projects. Experts from the
user community will also be available to provide
assistance with any API programming questions
or discussions that there were not time for in the
main API Sharing Session.
Audience: Symphony
Creating a Knowledge Center
with Cheap and Easy Project
Management Tools
A library project can be stressful as you organize the tasks, resources and people involved.
When you take the time to organize your project,
you save resources and stay on top of where
the project is and what the next step should be.
SELCO has embarked on a wide-ranging project to
streamline technical and instructional information
and documentation used by staff. This knowledge
center project will be used to discuss online project
management tools that are free or low-cost and
suitable for many library projects. Handouts will
include a annotated bibliography of applications
evaluated by SELCO staff.
Audience: General
Presenter: Jonya Pacey–Help Desk Manager;
Donovan Lambright–Automation Librarian,
Southeastern Libraries Cooperating (SELCO)
Got Cases? Portals, Portfolio, Polls,
and You.
Learn how using the SirsiDynix Support Portal gives
you better support. See how Portfolio improves
your access to documentation. Discover how your
feedback makes a difference.
Audience: General
Presenter: Scott Wheelhouse–Senior Vice
President of Operations, SirsiDynix
COSUGI 2012 Annual Conference 17
Friday, May 4
Horizon System Administration
Sharing Session
Audience: Horizon
INFOhio’s eBook Collection–not just black and
white but definitely read all over! Hear how the collection was built and integrated into the OPAC and
INFOhio’s Discovery Portal providing Ohio patrons
easy access to materials in multiple formats.
Pitfalls and obstacles will also be discussed.
Audience: General
Presenter: Lynn Bertino–Digital Librarian, Wake
County Public Libraries
discussion of common issues in Horizon System
Administration.
Migration Headaches: Comparing
the Migration of Different ILS’s to
SirsiDiynix Symphony
In the past 15 months, we have added three library
systems to our consortium–all from different ILS’s.
We will take a look through the various differences
based on ILS and Library system requirements.
Presenters: Michael Ridinger–INFOhio Technical
Support Services; Jean Banks–INFOhio Technical
Services, INFOhio
Symphony Circulation
Sharing Session
discussion of common Symphony Circulation issues.
Audience: Symphony
Audience: Symphony
Presenters: Anita Winger– Computer Systems
Assistant, Mississippi State University; Marty
Coleman–Assistant Director for Technical
Services, First Regional Library
Presenter: Jennifer Falkowski–Training and
Interlibrary Loan Supervisor, Southern Maryland
Regional Library Association
Using Zendesk to Manage
Helpdesk Operations
Zendesk is a Software as a Service solution for
creating and managing helpdesk tickets. From
small operations to large, you can use this solution
to automate ticket assignment and handling.
Audience: General
Presenter: Migell Acosta–Interim Assistant
Director, Information Systems, County of
Los Angeles Public Library
5:30–6:30 pm
COSUGI Business Meeting & Raffle
The business meeting will include Board
reports,introduction of the incoming 2012-2013
COSUGI Board, raffle, and open discussion of
new business.
Presenter: Brian Sherman, Chair, Customers of
SirsiDynix Users Group, Inc.
Photographs courtesy of the Orlando Convention and Visitor Bureau.
Clockwise:
Gatorland is a 110-acre theme park and wildlife preserve, combining “Old Florida” charm
with exciting new exhibits and entertainment.
Old Town in Kissimmee features 75 unique specialty shops, eight restaurants and 18
thrilling amusement rides.
A member of SeaWorld Orlando’s family of nine killer whales and his trainer swim to the
waters surface during “Believe”–the most ambitious entertainment project in SeaWorld’s
41-year history.
18
Over 1,400 libraries in the United States, Canada, United Kingdom,
Australia, and New Zealand trust their long overdue material and
fine recovery to Unique Management Services.
Let us show you why:
Gentle Nudge® Material Recovery • Revenue Producing Options
Small Balance Program • Address Verifcation Service
And introducing the future of
phone-based patron service:
Unique Integrated Communications provides:
Account Verification • Item Renewal • Hold Requests/Cancellations
Fine Payment • General Questions • Hours/Locations/Directions
Event Information and Registration
UIC is just part of the fabric of what we do now.
UIC did all their homework to make the
implementation process easy and smooth.
Kevin King, Head of Patron Services
Kalamazoo Public Library
COSUGI 2012 ATTENDEES:
Visit the UNIQUE Family of
Library Services
BOOTH #209 AND BOOTH #211
Saturday, May 5
Ask SirsiDynix
9:00 am–4:00 pm
Coronado R
Internet/Print Area
9:15 am–1:45 pm
Exhibit Hall
Sponsored by EnvisionWare
Visit the Exhibits!
8:15–9:15 am
Acapulco Paperless Online Weeding (POW)
9:30–10:30 am
Exporting Your Data
Audience: Symphony
Audience: Horizon
Guy Dobson–Drew University
Kay Dunker–Valley Library Consortium
Baja To Hold or Not to Hold: How to Manage
Holds in a Consortia Environment
Symphony System Administration
(Unix) Sharing Session
Audience: Symphony
Audience: Symphony
Anita Winger–Mississippi State University
Pat Beers–Johnson County Library
Cancun WorkFlows on iPad
9:15 am–1:45 pm
Audience: Symphony
No Conflict Time
Teresa Nelson, Ven Kozubenko–Spokane County
Library District
(Windows) Sharing Session
Audience: Symphony
Guy Dobson–Drew University
10:30–11:45 am
Exhibit Hall
Morning Break
Coronado J Everyday SVA
Audience: Symphony
API Best Practices, Web Services, and
the Developers Community
Peter Brandt–Palm Beach County Library System
Audience: General
Ranny Lacanienta, Margaret Pelfrey–SirsiDynix
10:30–10:45 am
Coronado Foyer and
Exhibit Hall
Coronado M The State of the Enhancements
Process Address
There From the Get Go: SirsiDynix’s
Facebook Application
Audience: General
Audience: General
Consortium
Sean Farrell–Library of Hattiesburg Petal &
Forrest County
Ask SirsiDynix
Exhibits Breaks
Coronado P Incorporating SirsiDynix Social, Mobile
20
and Web Products Into Your Library
Marketing Toolkit
Communicating with Your Users Using
the SirsiDynix Communication Suite:
Introducing SMS and Voice Automation!
Audience: General
Audience: General
Nathan Guinn, Dain Berrett, Laurie Porter–
SirsiDynix
Coronado T Mobile Your Way
Audience: General
Online Payment with Envisionware:
It Works for Us
Dain Berrett–SirsiDynix
Audience: Symphony
Karla Smith–Winnefox Library System
Durango VuFind, eBooks & Innovation:
Audience: General
Seamless Patron Data Integration
of Symphony & Primo without
Web Services
Monique Sendze– Douglas County Libraries
Audience: Symphony
The Hybrid Edition
Jamen McGranahan–Vanderbilt University Library
Program Schedule
Lunch
1:15–2:15 pm
Acapulco Symphony Reports Sharing Session
11:45 am–1:00 pm
Audience: Symphony
Coronado K & L
Natalie Palermo–LSU Law Library/LOUIS
Consortium
Visit the Exhibits!
3:00–4:00 pm
4:15–5:15 pm
Operating in the Cloud: Lessons
Learned from Migrating to the
SaaS Environment
Closing and
SirsiDynix
Executive
Q&A
Audience: General
Win Shih–University of Southern California;
Laura England-Biggs–Keene Memorial Library
9:15 am–1:45 pm
Exhibit Hall
Baja Symphony Cataloging
Sharing Session
Afternoon Break
Audience: Symphony
2:15–3:00 pm
Kelli Staley–Lansing Public Library; Ellen
Marchessault–Carol Stream Public Library
Coronado Foyer
Cancun AquaBrowser Sharing Session
Audience: General
Donovan Lambright–SELCO
Audience: General
Joel Hahn–Niles Public Library District/
CCS Consortium; Karla Smith–Automation
Librarian, Winnefox Library System
Implementing “Overnight
Authorities” from MARCIVE
on Horizon
Audience: Horizon
Phil Feilmeyer–Hennepin County Library
Coronado J Stump the Chumps:
Symphony Q & A
Audience: Symphony
lunch Exhibits Breaks
Consortium; Mark Witteman–LOUIS; John
Wohlers–Waubonsee Community College;
Kendal Orrison–NFP LLSAP Services
Coronado M Leveraging Symphony
Web Services in Your
Open Source OPAC
Audience: General
2012-2013 Roadmap
Repeated Friday, 9:30-10:30 am
Audience: General
David King, Laurie Porter, Ranny
Lacanienta–SirsiDynix
Audience: General
Michael Gillen, David Justus–Stephen F.
Austin State University
Michael Gillen, Joseph Strahl–Stephen F.
Austin State University
Coronado P Horizon Information Portal (HIP)
Sharing Session
Using Director’s Station in a
Consortium Environment
Audience: Horizon
Audience: Symphony
Steven K. Bowers–Detroit Area Library
Network (DALNET)
Don Hazlett–University of Alberta Library
Coronado T Avoiding Storms in the Cloud
Audience: Symphony
Drew McNaughton–NC-Piedmont
Automated Library System; Brett Hall–
SirsiDynix
Durango Project eResource Central:
We Are Better Working Together!
The Strategic Partner Program
and Beta Testing with SirsiDynix
Audience: General
Rachel Bowell–SirsiDynix
Empowering Employees
e-Books and Electronic Resources Through Knowledge
with Symphony, Horizon and Other Audience: General
Becky Muller–SirsiDynix
Repeated Thursday, 1:30–2:30 pm
Audience: General
4:15–5:15 pm
Coronado J
Join the SirsiDynix executive
staff for an open Q&A session
and get answers straight from
company leaders. Whether you
have specific queries about
products, operations, plans for
the future, or other topics, this
will be a great opportunity for
you to get the answers to your
burning questions.
Presenters:
Bill Davison, Chief Executive
Officer, SirsiDynix
[email protected]
Talin Bingham, Chief
Architect, SirsiDynix
[email protected]
David King, Vice President
of Product Management,
SirsiDynix
[email protected]
Sheridan Richey, Vice
President of Software
Development, SirsiDynix
[email protected]
Berit Nelson, Vice President
of Library Relations, SirsiDynix
[email protected]
Scott Wheelhouse, Senior
Vice President of Operations,
SirsiDynix
[email protected]
SirsiDynix
Q&A
11:45 am–1:00 pm
Talin Bingham, David King–SirsiDynix
Saturday, May 5
8:15–9:15 am
Everyday SVA
A general discussion of SVA configuration, customization, recording custom messages, the Communications Database, monitoring the system, detective
work and the SVA log files.
Audience: Symphony
Saturday, 8:15–9:15 am, Coronado J
Paperless Online Weeding (POW)
Beginning with a color-coded shelf list, POW brings
all the information you need to make weeding decisions, including circulation history, together in one
place. Then it lets you follow through and discard
items with the click of a mouse or the touch of an
iPad. You can also mark items missing or fix typos
in call numbers. Follow the story of POW from
initial brainstorming to coding and problem solving
to weeding and more.
Presenter: Peter Brandt–IT Division Manager,
Palm Beach County Library System
Audience: Symphony
Incorporating SirsiDynix Social,
Mobile and Web Products Into Your
Library Marketing Toolkit
Presenters: Guy Dobson–Integrated Systems
Librarian, Drew University
Let’s discuss the latest methods for promoting
your library via mobile, social, and web techniques. Leverage the mobile revolution, the ubiquity of Facebook, and the desire of every patron
to be omniscient. Learn the implementation that
has worked for other libraries and discuss ways
to overcome any issues that hinder your goals.
Audience: General
Saturday, 8:15–9:15 am, Coronado P
Mobile Your Way
Hey, where did you get that app? Now is the time
to promote your library with your own iPhone and
Android app. Learn about how your library can
step up its mobile game with your own customized mobile app, specific to your community’s
interests, events and collections.
Audience: General
Saturday, 8:15–9:15 am, Coronado T
Presenter: Dain Berrett–Product Manager,
SirsiDynix
Saturday, 8:15–9:15 am, Acapulco
The State of the Enhancements
Process Address
COSUGI’s enhancements coordinator presents
an update on recent changes to the process that
results in customer-suggested enhancements
being integrated into new versions of SirsiDynix’
products, as well as an overview of the revised
enhancement process.
Audience: General
Saturday, 8:15–9:15 am, Coronado M
VuFind, eBooks & Innovation:
The Hybrid Edition
Douglas County Libraries embarked on a technological whirlwind the past two years. We offered
hands-on demonstrations and support for eBook
readers and devices, teamed up with the Colorado
Library Consortium (CLiC) to identify and incorporate
nearly 500 of the most popular Project Gutenberg
titles in our catalog, and formed a partnership with
the Colorado Independent Publishers Association
(CIPA) to manage the content ourselves (digital rights
management, circulation), and incorporate them into
our system. We embraced VuFind, for its eBook integration and full-text indexing, search and discovery
features, use of a recommendation engine, and its
review system. How these projects took shape, the
obstacles we faced in their implementation, and the
direction the library is taking now will be discussed.
Audience: General
Saturday, 8:15–9:15 am, Durango
Presenter: Monique Sendze–Associate Director of
Information Technology, Douglas County Libraries
WorkFlows on iPad
Come see WorkFlows running on an iPad. We’ll
have a detailed discussion on how to set it up.
Presenter: Joel Hahn–Lead Cataloger, Niles
Public Library District/CCS Consortium
Audience: Symphony
To Hold or Not to Hold:
How to Manage Holds in a
Consortia Environment
Presenter: Teresa Nelson–IT Operations
Assistant; Ven Kozubenko–Data and Web Services
Administrator, Spokane County Library
Saturday, 8:15–9:15 am, Cancun
As our consortium grew so did the questions and
problems of how holds are handled by Demand
Management. This session is based on research and
talks with SirsiDynix about the best way to keep the
hold load evenly spread through the libraries. We will
look at how Demand Management looks at allowing
holds and how it handles holds. We will also cover
how to configure the hold map and take a look at if
ordered holds or unordered holds are the best.
Audience: Symphony
Saturday, 8:15–9:15 am, Baja
Presenter: Anita Winger–Computer Systems
Assistant, Mississippi State University
22
9:30–10:30 am
Exporting Your Data
(Unix) Sharing Session
API Best Practices, Web Services, and
the Developers Community
The VLC exports borrower information and bib
and item information every day for our state union
catalog. We’ve even automated it.
Learn how to employ best practices when using
Symphony API Tools. If you are interested in
sharing your work with other SirsiDynix Symphony
customers, we will demonstrate practices that
will ensure all users will be able to employ your
hard work across any platform. We will also share
tips for getting the most out of the Symphony API
and what is currently possible with Web Services.
Also, learn about the new and improved SirsiDynix
Developers Community which can serve as your
support group in developing API scripts, Web
Services and SQL scripts for your Symphony or
Horizon ILS.
Audience: Horizon
discussion of common issues of administering a
Unix based Symphony system.
Saturday, 9:30–10:30 am, Acapulco
Audience: Symphony
Presenter: Kay Dunker–Systems Librarian, Valley
Library Consortium
Saturday, 9:30–10:30 am, Baja
Audience: General
Saturday, 9:30–10:30 am, Coronado J
Presenters: Ranny Lacanienta–Director of
Product Management; Margaret Pelfrey–
Consulting Services Team Lead, SirsiDynix
Communicating with Your Users
Using the SirsiDynix Communication
Suite: Introducing SMS and Voice
Automation!
Library notification has just become more personal.
With the explosion of mobile phones and SMS messaging, the library is finding new ways to reach their
patrons in a more quick, economical and efficient
fashion. You’ll be amazed by the startling stats
regarding mobile computing. Learn how to tap into
these new messaging features available now for your
libraries.
Audience: General
Saturday, 9:30–10:30 am, Coronado P
Presenters: Nathan Guinn–Product Management
Director; Dain Berrett–Product Manager; Laurie
Porter–Technical Product Manager, SirsiDynix
Online Payment with Envisionware:
It Works for Us
Our consortium has been offering online payment using Envisionware from our Web2 catalog
for over a year, and just got it working in our test
VuFind catalog. Our patrons love it. Our libraries
love it--most can’t afford the costs of accepting
credit cards locally. Twenty-nine libraries share one
merchant account and we run API reports to split up
the revenues between the libraries. This session will
cover some preparation; configuration and setup of
Symphony & Envisionware; and decisions, policies,
and procedures for getting the money received back
to the libraries.
Audience: Symphony
Saturday, 9:30–10:30 am, Coronado T
Presenters: Karla Smith–Automation Librarian,
Winnefox Library System
Seamless Patron Data Integration
of Symphony and Primo Without
Web Services
This presentation will detail how we were able to
integrate the My Account information from Symphony into Ex Libris’s Primo system. This was
done by using EZProxy and CAS, along with some
JavaScript and PHP. Users will get step-by-step
guidance on setting this up.
Audience: Symphony
Saturday, 9:30–10:30 am, Durango
Presenter: Jamen McGranahan–Systems
Services Librarian, Vanderbilt University Library
Presenter: Pat Beers–System Administrator,
Johnson County Library
(Windows) Sharing Session
discussion of common issues in administering a
Windows based Symphony system.
Audience: Symphony
Saturday, 9:30–10:30 am, Cancun
Presenter: Guy Dobson–Integrated Systems
Librarian, Drew University
There From the Get Go:
SirsiDynix’s Facebook Application
The Library ordered the Sirsi Facebook app even
before its release. Follow our every step from
ordering through application and find out what we
wish we had done that we didn’t–and what we
did do that we wish we hadn’t!.
Audience: General
Saturday, 9:30–10:30 am, Coronado M
Presenter: Sean Farrell–Assistant Director, Library
of Hattiesburg Petal & Forrest County
1:15–2:15 pm
AquaBrowser Sharing Session
discussion of common issues for AquaBrowser with
SirsiDynix products.
Audience: General
Saturday, 1:15–2:15 pm, Cancun
Presenter: Donovan Lambright–Automation
Librarian, Southeastern Libraries Cooperating
(SELCO)
Saturday, May 5
Managing the migration to the SirsiDynix Cloud while
implementing a third-party hosted discovery tool.
Audience: Symphony
Saturday, 1:15–2:15 pm, Coronado T
Presenters: Drew McNaughton–Systems
Librarian, NC–Piedmont Automated Library
System; Brett Hall–Director–Cloud Solutions,
SirsiDynix
Horizon Information Portal (HIP)
Sharing Session
discussion of common issues with Horizon Information Portal (HIP).
Audience: Horizon
Saturday, 1:15–2:15 pm, Coronado P
Project eResource Central: e-Books
and Electronic Resources with
Symphony, Horizon and Other
Symphony Reports Sharing Session
Do you want to integrate e-books and e-content into
your catalog so that your users can easily find ALL of
the library’s resources? Do you and your users find
the multiplicity of e-book readers and DRM schemes
difficult to support and navigate? Do you need staffefficient ways to manage your e-books and other
e-content? Learn about how Project eResource
Central along with applications such as BookMyne,
Enterprise, Portfolio, Social Library and related tools
can help you and your users easily manage, find and
use e-content.
Saturday, 1:15–2:15 pm, Acapulco
Audience: General
Saturday, 1:15–2:15 pm, Durango
Repeated Thursday 1:30–2:30 pm
Presenter: Steven K. Bowers–Executive Director,
Detroit Area Library Network (DALNET)
Presenters: Talin Bingham–Chief Technology
Officer; David King–Vice President of Product
Leveraging Symphony Web Services
in Your Open Source OPAC
Last year, SFASU showed off a custom Symphony
driver for VuFind, which relied heavily on Oracle
queries. Since then, we have made significant improvements to our driver and have transitioned it to
rely on SirsiDynix’s Symphony Web Services. Please
plan to attend this session if you are interested in
deploying SWS or Open Source OPACS.
Audience: General
Saturday, 1:15–2:15 pm, Coronado M
Presenters: Michael Gillen–Web Developer;
Joseph Strahl–Assistant Head of Library Systems,
Stephen F. Austin State University
Pick the collective brain of our panel of experts on
anything to do with SirsiDynix Symphony.
Audience: Symphony
Saturday, 1:15–2:15 pm, Coronado J
Presenter: Joel Hahn– Lead Cataloger, Niles
Public Library District/CCS Consortium; Mark
Witteman–Library Consortium Analyst, LOUIS;
John Wohlers– Library Technology Coordinator,
Waubonsee Community College; Kendal Orrison–
NFP LLSAP Services Manager / RSA NFP Director
discussion of common cataloging issues in Symphony.
Audience: Symphony
Saturday, 1:15–2:15 pm, Baja
Presenters: Kelli Staley–Circulation, Collection
and Computer Services Dept. Head, Lansing
Public Library; Ellen Marchessault–Head of
Technical Services, Carol Stream Public Library
24
discussion of common issues with Symphony reports.
Audience: Symphony
Presenter: Natalie Palermo–Assistant Director
for Technical Services, LSU Law Library/LOUIS
Consortium
3:00–4:00 pm
discussion of common issues for consortia. Also, the
Consortia SIG business meeting will include board
reports and elections.
Audience: General
Saturday, 3:00–4:00 pm, Baja
Library District/CCS Consortium; Karla Smith–
Automation Librarian, Winnefox Library System
Empowering Employees
Through Knowledge
Research shows that limited development opportunities are cited as a cause of lower employee engagement. As employees mature in their positions, they
can begin to feel stagnant. Research also shows that
these employees are interested in ways to improve
and grow their skill sets. All of us remember going
through our initial courses, trying to grasp as much
information as possible. However, how many interesting tidbits did we simply forget in our efforts to master
the most important or direct tasks? What new tools
are available in the software? Could there be more
efficient processes for accomplishing our daily tasks?
SirsiDynix provides a full library of instructionally
designed and cost effective education opportunities
that make accomplishing this goal simple.
Audience: General
Saturday, 3:00–4:00 pm, Durango
Presenter: Becky Muller–Mentor Administrator &
Instructional Designer, SirsiDynix
2012-2013 Roadmap
Using Director’s Station in a
Consortium Environment
SirsiDynix product managers will cover what’s in store
for each of our product lines including ILS, discovery,
social, mobile, cloud, communications and analytics.
This session includes practical tips and techniques
for configuring and administering Director’s Station,
creating effective training resources, developing
useful reports for collections librarians, circulation
supervisors, library administration and faculty and
taking advantage of the new and enhanced features
of Director’s Station.
Audience: General
Saturday, 3:00–4:00 pm, Coronado J
Repeated Friday, 9:30-10:30 am
Presenter: David King–Vice President of Product
Management; Laurie Porter–Technical Product
Manager; Ranny Lacanienta–Director of Product
Implementing “Overnight Authorities”
from MARCIVE on Horizon
Presenters: Bill Davison, Chief Executive Officer;
Talin Bingham, Chief Architect; David King, Vice
President of Product Management; Sheridan
Richey, Vice President of Software Development;
Berit Nelson, Vice President of Library Relations;
Scott Wheelhouse, Senior Vice President of
Operations, SirsiDynix
Presenter: Don Hazlett–Business Analyst,
University of Alberta Library
Presenter: Michael Gillen–Web Developer; David
Justus–Associate Director for Library Technology,
Stephen F. Austin State University
Two libraries (one Symphony, one Horizon) discuss
their decision to move to SaaS and what they have
learned in the process.
Audience: General
Saturday, 3:00–4:00 pm, Acapulco
Presenter: Win Shih–Director of Integrated Library
Systems, University of Southern California; Laura
England-Biggs–Librarian I-Youth Services, Keene
Memorial Library
Join the SirsiDynix executive staff for an open Q&A
session and get answers straight from company
leaders. Whether you have specific queries about
products, operations, plans for the future, or other
topics, this will be a great opportunity for you to get
the answers to your burning questions.
Saturday, 3:00–4:00 pm, Coronado P
Audience: Horizon
Operating in the Cloud: Lessons
Learned From Migrating to the
SaaS Environment
Closing and SirsiDynix Executive Q&A
At COSUGI last year, we presented on our experiences in implementing VuFind at Stephen F. Austin
State University. This year, we invite everyone with an
interest in VuFind (whether curious, evaluating/testing,
or in production) to attend this session to ask/answer
questions and share experiences.
Presenter: Phil Feilmeyer–ILS Manager, Hennepin
County Library
4:15–5:15 pm
Audience: Symphony
Hennepin County Library implemented MARCIVE’s
“Overnight Authorities” service in 2007 on Horizon
and have been using it to maintain our authority
records ever since. This session will provide an
overview of the service, the Horizon setup and other
tips and tricks. See how we use SQL to identify
records, MARCOUT.exe and MARCIN.exe, import
sources, match points, and how we’ve automated
the whole thing through Day End.
Saturday, 3:00–4:00 pm, Cancun
Audience: General
Saturday, 3:00–4:00 pm, Coronado M
We Are Better Working Together!
The Strategic Partner Program and
Beta Testing with SirsiDynix
What are the opportunities for customers to get
involved in SirsiDynix’s Strategic Partner Program?
How do I become a beta tester? These questions
and more will be answered in this discussion of how
the Strategic Partner Program works and what is
involved in beta testing. We will discuss the projects
completed in 2011 and what is underway and coming soon in 2012. Come learn how you can actively
collaborate with SirsiDynix and your colleagues to
influence software capabilities that will delight end
users and staff.
Audience: General
Saturday, 3:00–4:00 pm, Coronado T
Presenter: Rachel Bowell–Beta Software
Manager, SirsiDynix
Exhibitor Map
Coronado K & L
TALKING
Tech
Unique
Mgmt.
Service
Comprise
Technologies
Unique
Integrated
Comm.
Backstage
Library Works
Baker & Taylor
Ingram Library
Services
Author
Alerts.org
Brodart
Company
Bibliotheca
MARCIVE
Midwest
Tape
Library
Technologies
Computype
iTeam
Resources
3M Library collectionHQ
Systems
Bowker/
Syndetics
26
BWI
Rasmussen
BayScan
Technologies Software
AbeTech
EnvisionWare
EnvisionWare
ChiliFresh
2012 Exhibitors
3M Library Systems��203
BayScan Technologies��101
RFID, AMH, Security, Self-Checkout and Service solutions for your library.
RFID, self checkout, spine label, hold slip printing, digital signage and more.
Zach Dunmire
Kevin Brown
3M Center Building 225-4N-14, St. Paul, MN 55144
P: (800) 328-0067 F: (651) 736-0030
www.3m.com/us/library
33549 E. Royalton Road, Unit 3, Columbia Station, OH 44028
P: (877) 229-7226 F: (440) 748-9109
www.bayscan.com
AbeTech��201
Bibliotheca, Inc.��105
AbeTech designs, integrates, and supports systems that optimize the
management of inventory and assets.
Bill Schmidt
Todd Jacobs
12560 Fletcher Lane, Suite 100, Rogers, MN 55374
P: (763) 428-3170 F: (763) 428-3166
www.abetech.com
Author Alerts.org��304
Alert your patrons when new titles appear in the catalog by their favorite
authors/performers.
Glenn Peterson
3320 Yukon Ave S., St. Louis Park, MN 55426
P: (952) 221-0305 www.authoralerts.org
Backstage Library Works��106
RDA Services | Authority Control | Cataloging | Database Cleanup | Record
Enrichment | Reclassification | Digitization | Microfilming | On-site RFID tagging.
Christie Chumney
533 E. 1860 S., Provo, UT 84606
P: (800) 288-1265 F: (801) 356-8220
www.bslw.com
Baker & Taylor��207
Baker & Taylor, Inc., is a global information and entertainment services company
offering print and digital books, and entertainment products along with valueadded services to libraries, educational institutions and retailers.
Ann-Marie Breaux Dan Miller
2550 W Tyvola Rd., Suite 300, Charlotte, NC 28217
P: (800) 775-1800 F: (704) 998-3316
www.btol.com
COSUGI 2012 Annual Conference Dave Schaffer
Bibliotheca is the premier developer and supplier of scalable self-checkout,
RFID, Security, and AMH solutions for libraries.
Scott Hackstadt
Bryan Pasteryk
Al Coalla
5000 Miller Court East, Norcross, GA 30071
P: (877) 207-3127 F: (877) 207-3129
www.bibliotheca.com
Bowker/Syndetics��100
Bowker is the leading provider of global book information and decision-support.
Peder Christensen
630 Central Avenue, New Providence, NJ 07974
P: (877) 340-2400 F: (727) 771-6217
www.syndetics.com
Brodart Company��104
Brodart provides online collection development and ordering tools interfacing
with your ILS for EDI transactions.
John Sommers
500 Arch St., Williamsport, PA 17701
P: (570) 326-2461 F: (570) 651-1635
www.brodart.com
BWI��310
BWI offers books, AIV and more to public libraries. For specialized collection
development and personal service, choose BWI.
Tina Ballinger
Scott Starr
1340 Ridgeview Drive, McHenry, IL 60050
P: (800) 888-4478 F: (800) 888-6319
www.titletales.com
27
2012 Exhibitors
ChiliFresh��300
Ingram Library Services��307
Global patron interaction. Patron book reviews, social networking and reference
desk chat, all from inside the online catalog.
Ingram Content Group, Inc. is the world’s largest distributor of physical and
digital content.
Scott Johnson
Don Kaiser
2111 East Santa Fe, Suite 105, Olathe, KS 66062
P: (917) 508-6739
www.chilifresh.com
14 Ingram Blvd., La Vergne, TN 37086
P: (615) 213-7976 F: (615) 213-5288
www.ingramlibrary.com
collectionHQ��302
iTeam Resources, Inc.��202
collectionHQ is the world’s leading collection performance improvement solution.
collectionHQ is the sponsor of the conference lanyards.
Ian Downie
Hillington Park Innovation Centre, 1 Ainslie Rd.
P: UK +44-141-585-6427 www.collectionhq.com
Comprise Technologies��108
Comprise provides PC access management (SAM) and PCI compliant payment
management to libraries.
Dan Curtin
Diane Weinberger
1041 Route 36, PO Box 425, Navesink, NJ 07752
P: (800) 854-6822 or (732) 291-3600
www.comprisetechnologies.com
Computype��103
Identification products, software, hardware and services.
Computer reservation and management, print cost recovery, eCommerce, wireless print, library cards.
Megan Newell
Mike Browne
Sean Novosad
Jay Smith
PO Box 547651, Orlando, FL 32854-7651
P: (678) 261-4002 ext. 238 F: (407) 835-7933
www.iteaminc.com
Library Technologies, Inc.��102
Authority Control Services. 20 minute Authority Express service for new
cataloging. Authority Update Processing service resyncs your file to current LC
authorities.
Thomas F. Gilbert
2300 Computer Ave., Suite D-19, Willow Grove, PA 19090-1736
P: (800) 795-9504 F: (215) 830-9422
www.librarytech.com
Jason Halling
2285 West County Rd C, St. Paul, MN 55113
P: (651) 635-1271 F: (651) 633-5580
www.computype.com
MARCIVE, Inc.��204
EnvisionWare�� 303 & 305
PO Box 47508, San Antonio, TX 78265-7508
P: (210) 646-6161 F: (210) 646-0167
www.marcive.com
EnvisionWare provides self service and library efficiency solutions to over
10,000 libraries around the globe.
EnvisionWare is the sponsor of the Internet/Email/Print area.
2855 Premiere Parkway, Suite A, Duluth, GA 30097-5201
P: (800) 216-8370 F: (678) 584-1232
www.envisionware.com
Economical, accurate authorities processing, ERIC MARC Record Service, reclassification, enrichment (TOC, Lexile), cataloging (govdocs, AV), conversion.
Joan Chapa
Carol Love
Midwest Tape��205
Library distributor of DVDs, music CDs, audio books and Playaways.
Ed Altwies
Randy Selhorst
PO Box 820, Holland, OH 43528
P: (800) 875-2785 F: (800) 444-6645
www.midwesttapes.com
28
2012 Exhibitors
Rasmussen Software/John Huber & Associates��200
Unique Integrated Communications, Inc.��209
Specializes in versatile printing solutions and terminal emulation connections
between Windows PCs and host systems.
Telephone answering service for patron account assistance.
Bob Rasmussen John Huber
10240 SW Nimbus Ave., Suite L9, Portland, OR 97223
P: (503) 624-0360 F: (503) 624-0760
www.anzio.com
SirsiDynix��109
SirsiDynix is the sponsor of the Thursday evening opening reception/
party at the House of Blues.
SirsiDynix Technology Centre, 3300 N. Ashton Boulevard, Suite 500,
Lehi, UT 84043
P: (800) 288-8020
www.sirsidynix.com
Talkingtech Ltd.��110
Rob Klaus
119 E Maple Street, Jeffersonville, IN 47130
P: (800) 879-5453 F: (812) 285-0895
www.uniqueic.com
Unique Management Services��211
Material recovery service specializing in helping libraries recover overdue materials from long overdue patrons.
Unique Management Services is the sponsor of the Thursday afternoon
Ice Cream Break.
Nicole Atkins
Jonathan Hayes
119 E Maple Street, Jeffersonville, IN 47130
P: (800) 879-5453 F: (812) 280-2149
www.unique-mgmt.com
TALKINGtech is a manufacturer of telephone patron notification and SMS.
Sean Young
Phil Stark
1000 Heritage Center Circle, Round Rock, TX 78664
P: (800) 631-0315 F: (512) 238-3001
www.talkingtech.com
2013
I
G
U
S
O
C
r
Join us fo
March 14–16,
2013
Salt Lake City, UT
Photo courtesy of Salt Lake City
Convention and Visitor Bureau.
Photo credit: Steve Greenwood

COSUGI @ Disney World – May 2-5, 2012

Transcription

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MASTER AGREEMENT BETWEEN <<ACCOUNT NAME>> AND SIRSIDYNIX