-- PowerPoint Presentation

INFOhio Migration Update, Spring 2004INFOhio Migration Update, Spring 2004

http://www.infohio.org

The Changing Face of The Changing Face of Library AutomationLibrary Automation

Spring 2004Spring 2004



INFOhio’s MissionINFOhio’s Mission

Ohio’s K-12 school library and information Ohio’s K-12 school library and information network, INFOhio helps ensure student learning network, INFOhio helps ensure student learning through high-quality library / media / technology through high-quality library / media / technology programs and services that:programs and services that:• Support academic achievementSupport academic achievement• Improve instructionImprove instruction• Enhance students’ love of learningEnhance students’ love of learning• Foster information and technology literacyFoster information and technology literacy• Provide access to Ohio's learning resourcesProvide access to Ohio's learning resources



INFOhio’s service delivery model: INFOhio’s service delivery model: OECN DASitesOECN DASites

• Established networkEstablished network• Technical expertiseTechnical expertise• Experience serving Experience serving schoolsschools• Governed by their Governed by their membersmembers



INFOhio’s ComponentsINFOhio’s Components• Curriculum Resource CatalogCurriculum Resource Catalog

• Electronic ResourcesElectronic Resources

• Instructional DevelopmentInstructional Development

• Library AutomationLibrary Automation

• Media BookingMedia Booking



INFOhio automation updatesINFOhio automation updates• NowNow

– Library Automation: Sirsi K-12Library Automation: Sirsi K-12– Media Booking: Medianet and digital titlesMedia Booking: Medianet and digital titles– K-12 Curriculum Resource CatalogK-12 Curriculum Resource Catalog

• FutureFuture– Electronic ResourcesElectronic Resources– Instructional DevelopmentInstructional Development



The future of MultiLIS…The future of MultiLIS…• Sirsi officially placed MultiLIS on Sirsi officially placed MultiLIS on

maintenance mode as of March 2003maintenance mode as of March 2003 (i.e., (i.e., support but no new features).support but no new features).

• INFOhio will continue to support our INFOhio will continue to support our MultiLIS customers, until all libraries MultiLIS customers, until all libraries migrate to Sirsi K-12.migrate to Sirsi K-12.



What You Need to Know About What You Need to Know About Migration to Sirsi Migration to Sirsi K-12K-12

A new brochure to share with:A new brochure to share with:• School AdministratorsSchool Administrators• Technology CoordinatorsTechnology Coordinators• Library / Media StaffLibrary / Media Staffhttp://www.infohio.org/Documents/transition/TransitionBrochure.pdfhttp://www.infohio.org/Documents/transition/TransitionBrochure.pdf



Sirsi K-12 will provide schools with:Sirsi K-12 will provide schools with:• Improved access to library materials via reading Improved access to library materials via reading

level, interest level, and state curriculum level, interest level, and state curriculum objectives.objectives.

• Visual search interface ideal for younger Visual search interface ideal for younger students.students.

• Optional value-added Content Enrichment and Optional value-added Content Enrichment and enhancement such as: book reviews, award enhancement such as: book reviews, award winners and best sellers lists, author winners and best sellers lists, author biographies, and more.biographies, and more.



Migration Progress…Migration Progress…• Sirsi Contract negotiated & approvedSirsi Contract negotiated & approved

– Transfer of existing software licensesTransfer of existing software licenses– Pricing maintained thru December 2007Pricing maintained thru December 2007– Favorable discounts for new featuresFavorable discounts for new features

• Prototype DASite hardware selected, Prototype DASite hardware selected, ordered and installed: July-August ordered and installed: July-August 20032003



Migration Prototypes…Migration Prototypes…• Database built for each library: August 2003Database built for each library: August 2003• Policies entered for building/district: AugustPolicies entered for building/district: August• Test migrations & data evaluation: Test migrations & data evaluation:

September 2003September 2003• Training - throughout summer and fall 2003Training - throughout summer and fall 2003

– DASite staffDASite staff– Library staffLibrary staff

• Live migrations completed: October 2003Live migrations completed: October 2003



45 prototype buildings live: October 27



Migration Progress…Migration Progress…• First 45 buildings surveyed: January 2004First 45 buildings surveyed: January 2004• Training for first five DASite providers to Training for first five DASite providers to

continue migrations in their regionscontinue migrations in their regions• Installation of Sirsi software upgrade: March Installation of Sirsi software upgrade: March

20042004• Training for next wave of DASites: March Training for next wave of DASites: March

20042004



Sample DASite list of automated Sample DASite list of automated districts, with dropdown building linksdistricts, with dropdown building links



Sample Sample Welcome Welcome screenscreen for for

INFOhio’s CAT INFOhio’s CAT and CAT Jr. and CAT Jr.

online catalogsonline catalogs



Two Two additional additional featuresfeatures

MY ACCT views:MY ACCT views:• LoansLoans• Holds requestsHolds requests• Fees and finesFees and fines

CAT Easy Search ScreenCAT Easy Search ScreenAs seen by Sirsi K-12 buildingsAs seen by Sirsi K-12 buildings



Sample Sample Enhanced Content:Enhanced Content: Book jacket coversBook jacket covers



Sirsi K-12 Content Enrichment ExamplesSirsi K-12 Content Enrichment Examples

Full-text Full-text excerptexcerpt

Book jacket Book jacket displaydisplay

Enhanced Enhanced summarysummary

Review from Review from journaljournal

Visual SearchVisual SearchIn CAT Jr.In CAT Jr.

1

2

4

3



Content enrichment summaryContent enrichment summary• Syndetics Solutions, Inc.Syndetics Solutions, Inc.

– Tables of contentsTables of contents– Annotations/synopsesAnnotations/synopses– Author biographiesAuthor biographies– Reviews (Reviews (Booklist, Choice, Doody'sBooklist, Choice, Doody's))– ExcerptsExcerpts– Book JacketsBook Jackets

• Cahners/Reed Business Information, reviews from:Cahners/Reed Business Information, reviews from:– Library JournalLibrary Journal– School Library JournalSchool Library Journal– Publishers WeeklyPublishers Weekly

• Independent supply sources, not yet in CATIndependent supply sources, not yet in CAT– Bestseller lists/Prize-winnersBestseller lists/Prize-winners– Children's Literature Comprehensive DatabaseChildren's Literature Comprehensive Database

INFOhio Migration Update, Fall 2003INFOhio Migration Update, Fall 2003


The Staff Interface: WorkflowsThe Staff Interface: Workflows• Provides library staff with an easy-to-use Provides library staff with an easy-to-use

interface for completing all administrative and interface for completing all administrative and technical duties.technical duties.

• Point-and-click, mouse-drivenPoint-and-click, mouse-driven

http://www.infohio.org/




Check inCheck in RenewRenewTake a Take a

paymentpaymentChange a Change a barcodebarcode PrintPrint

Some of the commonly used icons, as Some of the commonly used icons, as determined by Workflows settingsdetermined by Workflows settings



Sample Sample CheckOut: CheckOut: Find UserFind User

Toolbars and buttons Toolbars and buttons are used to select are used to select wizard functions.wizard functions.Clicking a wizard Clicking a wizard

opens a window for a opens a window for a specific task.specific task.


http://www.infohio.orgSample Sample

CheckOut CheckOut ScreenScreen

Helpers add Helpers add relevant functions. relevant functions.

Click underlined fields Click underlined fields to display additional to display additional

information. information.





Item Item LookupLookup screen, screen,

from from CheckOutCheckOut



Sample Sample CheckIn, CheckIn, with Holdwith Hold

Sample Sample Input Input

Screen, Screen, from from Add Add new copynew copy

Sample Sample Modify TitleModify Title

Screen, Screen, from from

CatalogingCatalogingDrop down menus are Drop down menus are

available for many available for many fields. fields.

Sample Bib Sample Bib Display Display Screen, Screen,

from from Modify Modify TitleTitle

Circulation WizardsCirculation Wizards

User WizardsUser Wizards

Holds WizardsHolds Wizards

Wizards for Other TasksWizards for Other Tasks

Reports WizardsReports Wizards



Migration ProcessMigration ProcessNew server installation at each DASiteNew server installation at each DASite• Platform: Sun V880 serverPlatform: Sun V880 server• UNIX Solaris operating systemUNIX Solaris operating system• Client/Server architectureClient/Server architecture• DASite staff receives necessary training.DASite staff receives necessary training.• INFOhio Technical Support provides INFOhio Technical Support provides

assistance.assistance.



Migration ProcessMigration Process

Update library hardwareUpdate library hardware• Administrative workstationsAdministrative workstations

• Patron OPAC stationsPatron OPAC stations

• Network or slaved printer. System printers Network or slaved printer. System printers are no longer supported.are no longer supported.



Hardware: Administrative workstationsHardware: Administrative workstations• Operating system: Microsoft Operating system: Microsoft Windows 2000Windows 2000, , Windows Windows

XPXP, or Macintosh , or Macintosh OSXOSX• Network cardNetwork card• ProcessorProcessor

– PC: 700 Mhz (1.4 Ghz Pentium IV recommended)PC: 700 Mhz (1.4 Ghz Pentium IV recommended)– Mac: 700 Mhz PowerPC G3 (800 Mhz PowerPC G4 recommended)Mac: 700 Mhz PowerPC G3 (800 Mhz PowerPC G4 recommended)

• 60 MB hard disk space 60 MB hard disk space • 256 MB memory (512 recommended)256 MB memory (512 recommended)• Browser: Versions 5.0+ (6.0+ recommended)Browser: Versions 5.0+ (6.0+ recommended)• Screen display: 1024 x 786 or betterScreen display: 1024 x 786 or better



Hardware: OPAC stationsHardware: OPAC stations• Intel/PC or Macintosh capable of supporting Intel/PC or Macintosh capable of supporting

current browser versions of Internet current browser versions of Internet ExplorerExplorer or or Netscape Netscape NavigatorNavigator

• Browser: Versions 5.0+ (6.0+ recommended)Browser: Versions 5.0+ (6.0+ recommended)




Conduct recent MultiLIS inventoryConduct recent MultiLIS inventory• Delete items that are no longer available.Delete items that are no longer available.

• Deleted Deleted Weeded Weeded andand Withdrawn Withdrawn items.items.




Complete data cleanupComplete data cleanup• Phase 1a: Item CleanupPhase 1a: Item Cleanup

– Items without call numbersItems without call numbers– Items without collection codesItems without collection codes

• Phase 1b: Bib CleanupPhase 1b: Bib Cleanup– Records without itemsRecords without items– Repair substandard recordsRepair substandard records

• Phase 2: Identify unique cataloging practicesPhase 2: Identify unique cataloging practices




Identify special conversion needsIdentify special conversion needs• Funding sources not in MultiLIS notes fieldFunding sources not in MultiLIS notes field

• Accelerated Reader info not in 526 tagAccelerated Reader info not in 526 tag

• Curriculum alignments not in 6XX tagsCurriculum alignments not in 6XX tags




Review and Revise current district Review and Revise current district policiespolicies

• New options to consider (e.g., specify day New options to consider (e.g., specify day of the week due date)of the week due date)

• Worksheets developed to assist Worksheets developed to assist

• Eliminate duplicate policies, when possibleEliminate duplicate policies, when possible




DASite provider enters policiesDASite provider enters policies




DASite provider establishes database DASite provider establishes database for each district/buildingfor each district/building




DASite provider tests data migrationDASite provider tests data migration




Train library staff on new softwareTrain library staff on new software

Sample of Sample of INFOhio-INFOhio-produced produced training training

materialsmaterials




Evaluate test conversion and policiesEvaluate test conversion and policies• Bibs, items, patrons, outstanding transactions Bibs, items, patrons, outstanding transactions

(e.g., current bills, loans, holds)(e.g., current bills, loans, holds)• Important to confirm policies are working Important to confirm policies are working

correctlycorrectly• Verify call numbers, especially items with Verify call numbers, especially items with

volumes, are correctvolumes, are correct• Verify proper staff accessVerify proper staff access




Determine date for migrationDetermine date for migration• By DASite provider By DASite provider andand librarian librarian




Create final MultiLIS statistical reportsCreate final MultiLIS statistical reports• Only open transactions migrateOnly open transactions migrate




Stop using MultiLISStop using MultiLIS• Take snapshot of MultiLIS dataTake snapshot of MultiLIS data

• Library discontinues circulation or uses a Library discontinues circulation or uses a standalone backup (1-3 days)standalone backup (1-3 days)




Resume circulation with Sirsi K-12Resume circulation with Sirsi K-12



Prototype DASites & Libraries Selected…Prototype DASites & Libraries Selected…• LNOCA – Western Reserve Academy, South LNOCA – Western Reserve Academy, South

Euclid-Lyndhurst City, Hudson CityEuclid-Lyndhurst City, Hudson City• MEC – Columbus CityMEC – Columbus City• NOACSC – Bath Local, Delphos City, Kalida NOACSC – Bath Local, Delphos City, Kalida

Local, Ottoville LocalLocal, Ottoville Local• SCOCA – Fayetteville-Perry Local, Western-SCOCA – Fayetteville-Perry Local, Western-

Brown LocalBrown Local• SPARCC – Louisville City, Tuslaw LocalSPARCC – Louisville City, Tuslaw Local



Migration timeline…Migration timeline…• Goal – all libraries migrated by Goal – all libraries migrated by

fall 2005fall 2005



Factors in determining who is nextFactors in determining who is next• DASite directors’ viewpointsDASite directors’ viewpoints

– Server purchasesServer purchases– Staffing considerations, trainingStaffing considerations, training

• Sirsi enhancements for INFOhioSirsi enhancements for INFOhio

• Prototypes’ experiences, opinionsPrototypes’ experiences, opinions

• Libraries’ readinessLibraries’ readiness



Next wave of DASites to begin migrationNext wave of DASites to begin migration• HCCAHCCA• LEECALEECA• MDECAMDECA• OME-RESAOME-RESA• TCCSATCCSA• WOCO WOCO



Library Automation: MORELibrary Automation: MORE

• Sponsored by State Library of OhioSponsored by State Library of Ohio– INFOhio schools (optional)INFOhio schools (optional)– OPLIN public librariesOPLIN public libraries

• K-12 status reportK-12 status report– 183 buildings183 buildings– 54 districts54 districts– 17 DASites17 DASites

• Deadline for new MORE partners: May 31Deadline for new MORE partners: May 31








Ohio Media ResourcesOhio Media Resources • Online access to media Online access to media

collectionscollections• More than 40 lending More than 40 lending

agenciesagencies• Materials support K-12 Materials support K-12

educationeducation• Booking from school and Booking from school and

homehome

Clients can Clients can extend bookings extend bookings

online.online.Check out Check out

all new all new features!features!

Client ScreenClient Screen

Staff ScreenStaff Screen



Area Media Centers LSTA Digital GrantArea Media Centers LSTA Digital Grant• 134 high-demand, Content Standard-related 134 high-demand, Content Standard-related

titles titles • Available to all schools in Ohio at no cost Available to all schools in Ohio at no cost

beginning in March 2004beginning in March 2004• Convenient usesConvenient uses

– StreamedStreamed– DownloadedDownloaded– Title available on a CD from your local AMCTitle available on a CD from your local AMC

• Web page available on INFOhio Web site: Web page available on INFOhio Web site: http://www.infohio.org/Medianet/AMCDigitalList.htmlhttp://www.infohio.org/Medianet/AMCDigitalList.html



Area Media Centers LSTA Automation Area Media Centers LSTA Automation GrantGrant

• All AMC materials will be in INFOhio’s All AMC materials will be in INFOhio’s Curriculum Resources Catalog (CRC)Curriculum Resources Catalog (CRC)– Easy search for thousands of K-12 materialsEasy search for thousands of K-12 materials– AMC customers can link to booking screenAMC customers can link to booking screen

• Available March 2004; watch for noticesAvailable March 2004; watch for notices– ..– INFOhio E-ListsINFOhio E-Lists– INFOhio INFOhio RECORDRECORD








INFOhio K-12 Curriculum Resource CatalogINFOhio K-12 Curriculum Resource Catalog

• 1+ million records collected from1+ million records collected from– MultiLIS and Sirsi schoolsMultiLIS and Sirsi schools– Medianet agenciesMedianet agencies– OCLC CatExpressOCLC CatExpress

• Used for building district catalogsUsed for building district catalogs• Links for digital titlesLinks for digital titles• Alignments to Ohio Academic Content Alignments to Ohio Academic Content

StandardsStandards



Three main Three main sectionssections

1. Procedures for 1. Procedures for acquiring MARC acquiring MARC recordsrecords

2. INFOhio standards, 2. INFOhio standards, GuidelinesGuidelines, , new original cataloging template new original cataloging template instructions, OSICs, and LC linksinstructions, OSICs, and LC links

3. Link to Florida’s 3. Link to Florida’s SUNLINKSUNLINK and other and other states’ sitesstates’ sites



Keep up-to-date Keep up-to-date with cataloging with cataloging

issues.issues.

Questions may Questions may result in new result in new

ArchiveArchive entries. entries.

INFOhio ACS INFOhio ACS screens allow:screens allow:• Teachers to view Teachers to view benchmarks and benchmarks and indicators.indicators.• Librarians to Librarians to copy/paste copy/paste standards into standards into appropriate MARC appropriate MARC records so patrons records so patrons can retrieve using can retrieve using CAT and CAT Jr..CAT and CAT Jr..


http://www.infohio.orgAlignments Alignments descriptordescriptor

Click for links Click for links to refine to refine searchsearch










Questions?Questions?

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wizards wizards

staff interface

future of multilis sirsi

recommended screen display

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sample input screen

sample bib display screen