March 1, 2012. Report Server & Encore problems Projects completed December 2011- February 2012 Plans for the next three months Highlights from.

SWAN Member’s Quarterly Meeting

March 1, 2012

SWAN Director’s Report

Report Server & Encore problems Projects completed December 2011-

February 2012 Plans for the next three months Highlights from RAILS LLSAP Data

Center Study Heartland consortia merger update PrairieCat migration update

SWAN Report Server

Fri Feb 17th Problems began, continued over weekend

Mon Feb 20th disabled library access to Report Server

Oracle examined hardware: no issues SWAN staff checked data, found gaps Tues Feb 28th Innovative performed data

resynchronization, Wed Feb 29th errors corrected

Thurs Mar 1st brought back online

SWAN Encore Discovery & Production Server

Feb 6th scheduled upgrade to ver 4.1 canceled

“Data Services” migration required: needs Production Server DOWN TIME

Reboot of Encore on Fri Feb 17th shook up Production Server: the cause? data services

Migration escalated, attempted & then aborted

Original DOWNTIME estimate: 6 hours Revised DOWNTIME estimate: 44 hours

Last Quarter

SWAN’s “12 Gifts” 12 features,

R2009B enhancements, workshops

Surprise gifts! What were they?

SWAN’s 12 Gifts

1.  MilCirc recent search results in the Search/Holds mode

2. Print Templates workshop on February 2nd

3. Millennium “On Search” status4. New Itypes for DVD boxed sets5. MilAcq, MilCat, MilSerials “Record View Properties”6. MilSerials two new frequency codes7. MilCirc & MilAcq module enhancements8. Custom return address on circulation notices9. Encore 4.1 (scheduled for February 6th)10. WebPAC: My Lists/Wish Lists11. WebPAC: Freeze holds12. WebPAC: Email preferred searches

WebPAC “My Account”

The three WebPAC My Account features associated with the SWAN “12 Gifts” were deployed on February 1st:

1.  WebPAC: My Lists/Wish Lists2. WebPAC: Freeze holds3. WebPAC: Email preferred searches

Millennium Print Template Workshops: some reviews

“I think you already know that I thought this class was great. I was worried that I would be getting into something way over my head but the procedure, though not intuitive, was explained so well that I quickly caught on and have been playing with the Hold Slip template ever since. I especially liked that the group was kept small enough so we could use the training lab and actually work with the programs with Dave guiding through each step.”

“It was one of the most useful workshops I have attended. I was afraid that the information may be a bit over my head but it was not. If someone is having reservations about attend don’t anyone can do this and its well worth it. Also Dave is an awesome instructor.”

Last Quarter: Records Loaded OverDrive records

loaded: 3,407 My Media Mall: 929 eMedia Library:

1,018 Media on Demand:

1,460

Bib Services Team Totals 2011 Original records:

2,020 Copy records: 41,

397

Bibliographic Services 2011

Jan. 2011

Feb. 2011

Mar. 2011

Apr. 2011

May 2011

June 2011

July 2011

Aug. 2011

Sept. 2011

Oct. 2011

Nov. 2011

Dec. 2011

0

1,000

2,000

3,000

4,000

5,000

6,000

SWAN Bibliographic Services: Jan - Dec 2011

ReceivedProcessedEntries from copyOriginal entriesDeletesEditsMerges

Bib

Record

s

Projects for Q2 2012

Acquisitions Workshops: Innovative trainer on

site for two days Hands on, “triage” For current SWAN

Millennium Acquisitions libraries

Kate Boyle, SWAN Member Services contacted libraries

Pilot Quick Clicks Ability for brief

records to automatically enter SWAN’s bib data

Established toe-hold with Baker & Taylor

Title Source 3 “grid” configuration a BIG component

Projects for Q2 2012: “Get Smart” Workshops

Continuing education for circulation

Led by circulation staff “mentors”

Panel discussions The dates are listed

in L2 under the tags “get smart” and are open for registration:

http://www.librarylearning.info/tags/?GET+SMART

1. The A Team: At the front desk

2. Mythbusters: Behind the scenes

3. Let's Make a Deal: Customer Service

4. One Step Beyond: How does SWAN do that?

Projects for Q2 2012: Changes for OverDrive & SWAN

Current: SWAN EZProxy Issues with “Token ID” Difficult to troubleshoot Uses last name as

password

New: SWAN Patron API Better OverDrive support PIN synchronized with

Millennium My Account PIN The catch: all libraries

must use PIN, or no password

Projects for Q2 2012: Encore

ENCORE 4.1 UPGRADE (we hope)

Advanced Search New look Consortia

enhancements

Projects for Q2 2012: YOUR SWAN STAFF

Setting up SWAN to have its employees Payroll service Insurance Retirement Health benefits Employee manual Policies (holidays,

sick time, etc) Deadline June 30th

SWAN Personnel/Finance Committee Jamie Bukovac Jeannie Dilger-Hill Rich Wolff

RAILS Data Center Study

Six month study completed Four RAILS LLSAPs & IT dept worked

together Goal: give RAILS Board a

recommendation on a consolidation of data center

Why is this important to SWAN?

RAILS Data Center Study

Five scenarios explored: 1. Data center at an existing RAILS facility2. Data center at some new RAILS facility3. Colocation, where RAILS and LLSAP

equipment is located at a third-party data center

4. Software as a service/cloud computing/hosting, where the services and equipment are provided by vendors

5. Data center at a member library

RAILS Data Center Study

Study of existing RAILS facilities: Nine elements

needed in data centers: size, power, telecom, etc.

Points awarded based on elements

15 total points possible

1. Burr Ridge: 15 points.

2. Geneva: 12 points3. Shorewood: 12

points4. East Peoria: 11

points5. Wheeling: 4 points6. Coal Valley: 4

points7. Rockford: 2 points

RAILS Data Center Study

Colocation options: Northern Illinois

University (pictured) Illinois Century

Network (ICN) Commercial vendors

RAILS Data Center Study

Conclusion: Consolidate to Burr

Ridge data center Recommendation

from 4 LLSAP managers & RAILS IT manager

Presented at RAILS Bd mtg Jan 2012Report Online: RAILS Board meeting January 27, 2012

http://www.railslibraries.info/sites/default/files/RAILS-data-center-planning-report-final%20(Doc.%209.3.2)_0.pdf

IHLS southern LLSAP

Illinois Heartland Library System (IHLS) process for determining combined ILS vendor

Final recommendation: Polaris Polaris was the front runner in each phase of

the evaluation After Phase I, Polaris and SirsiDynix were

almost tied: 85/100 vs. 82/100 After onsite demonstrations the margin

between the two vendors really started to grow

IHLS southern LLSAP

Phase I–Evaluate the responses from the RFI release

Phase II –Onsite demonstration evaluation

Phase III –Evaluate the responses from the BFO (best-and-final-offer)

http://www.illinoisheartland.org/sites/default/files/jan12_ILS_Vendor_Selection_Process.pdf

IHLS southern LLSAP

IHLS southern LLSAP

IHLS southern LLSAP

IHLS southern LLSAP

IHLS southern LLSAP

Migration later 2012 Working on buy-in with members Will have LLSAPs officially disolve Consolidating funds & dividing

migration costs Will need new contracts with

members

PrairieCat Migration

New ILS vendor: Innovative Interfaces Sierra as the new ILS (leaving SirsiDynix

Symphony) Now 69 full members, 80 Union List members July 5, 2012 go-live target

Pinnacle Library Cooperative: six libraries  Plainfield Public Library, the Joliet Public Library,

the Fountaindale Public Library, the White Oak Public Library, Shorewood-Troy Public Library, and the Lemont Public Library

Polaris June 16, 2012 go-live target

SWAN Password Change

Reminder: use the URL below http://204.120.131.105/director/

End of Executive Director report Look for this presentation here:

http://www.mls.lib.il.us/swan/governance.asp