innovating our future….together · 1st to market native mobile staff app –mobile worklists 1st...
TRANSCRIPT
presented by
Innovating Our Future...Together
Dennis J. Carter - Wisconsin
Michael Macenas - Illinois
COMPETITION FOR TIME AND ATTENTION IS
RELENTLESS
2017 AR $100B
2017 AR $11.69B117.6 M Users
34M users, 5M
articles, 46M pages
INTERNET
3.5B users
$3.3B to US
Academic & $1.2B to
US Public Libraries
PUBLISHERS
3B products
11 markets41% of all 2017
book sales
2020 40+
Smart Cities
50% NA & Europe
OUR MISSION
To enable libraries to innovate and thrive in a world of fierce and well-funded competition.
HOW WE DO IT
By investing in people, technology, partnerships, and services to create library experiences that matter.
EXPERTISEOur knowledge base combines library andcommercial expertise to help you compete. We help you transform the business of the library to meet the demands of today’s world.
GAME CHANGERSWe’re working hard to get back to our roots of innovation. We have a history of changing the industry, and will deliver.
INDEPENDENTWe enable access to knowledge without commercial constraint. Unlike competitors, we work with all publishers and content providers.
WHY INNOVATIVE
IS THE
BEST ALLY
FOR YOUR LIBRARY
UNPARALLELED DOMAIN EXPERTISE: 25% OF OUR STAFF ARE LIBRARIANS
Deep Expertise in Library and Commercial Markets
Hal Brandom
VP, Human ResourcesAkin Adekeye
General Counsel
Kathryn Harnish
SVP, Product Strategy
Shaheen Javadizadeh
CEO
Hilary Newman
SVP, Library Success
Aaron Terrell
VP, Engineering and
R&D
Tom Jacobson
VP, Library Advocate
& Strategist
100 + Librarians
On Staff
Team with Extensive Technology Experience…
…Complements a Seasoned Innovative Team
Joe McMorris
CIO
Content Café
WE’RE INDEPENDENT: ACCESS CONTENT WITHOUT COMMERCIAL CONSTRAINT
CONFIDENTIAL
1978
19951982
1991
1997
2005
2006 2014
2014
2015
2016
2016
2018
Founded
Culmination of INNOPAC, the 1st integrated library system (ILS)
INNOVAQ to automate acquisitions
Creation of INN-Reach resource sharing system
Acquisition of SLS Information Systems of Great Britain
1st to market Electronic Resource Management (ERM)
Launch of Encore
Acquisition of VTLS
Acquisition of Polaris Library Systems
1st to market native mobile staff app – Mobile Worklists
1st real-time native mobile patron app with MyLibrary!
Knowledge Base, 3rd generation ERM
Next Generation Launch
2017
Blueprint for the Future of Libraries
ORIGIN IN REVOLUTIONARY AND TIME-SAVING SOLUTIONS
History of Changing the Game
Confidential and Copyright, All Rights Reserved, Innovative Interfaces, Inc. 2017
Account Management Updates
Your Partner for Library SuccessCONFIDENTIAL
Here’s What’s Happening in Account Management
DOUBLE THE TEAM
Your Partner for Library SuccessCONFIDENTIAL
Here’s What’s Happening in Account Management
Monthly Quarterly Annually
Newsletter
Go-lives,
release
notes, news
All current customers
Conference
Call
IUG Steering Committee
Webinar
Series
PPOR &
corporate
updates
All current customers
Support
Updates
Customer
success &
support webinar
IUG Steering Committee
IUG
Annual &
regional
events
All Innovative users
Directors
Link
Annual
event
Executive Directors from all current customer, IUG committee
Account
Planning
Innovative users & decision makers from strategic accounts
Enhancement
program
All Innovative users
On-going
IdeaLab
Co-presenting,
networking,
meetings
Innovative users & decision makers
Industry
EventsDevelopment,
marketing,
advisory, etc.
Innovative users & decision makers from strategic accounts
Partnerships
Senior
leadership
engagement
MORE COMMUNICATION
CONFIDENTIAL
Here’s What’s Happening in Account Management
▪ Available via phone M – F from 7:00am – 5:00pm Pacific
▪ (510) 649-3566
▪ Available via e-mail at [email protected] [email protected]
CUSTOMER RELATIONSHIP CENTER
Confidential and Copyright, All Rights Reserved, Innovative Interfaces, Inc. 2017
Services & Support Updates
CONFIDENTIAL
Gary Bell,Central Team
Samantha Cunning, East Team, Central & South America
Ed Escueta,West Team and Mexico
North American Support Regions
DEDICATED TEAMS & MANAGERS
CONFIDENTIAL
Here’s What’s Happening in Services & Support
2018 Improvements▪ Increased staffing
▪ Improved Knowledgebase
▪ Added dedicated hardware migrations team
2019 Improvements▪ Regional Support team focused on
the whole customer
▪ New Level 3 Support team
▪ Outreach from Customer Success and Management
▪ Increased communication for engineering fixes
SUPPORT IMPROVEMENTS
Your Partner for Library SuccessCONFIDENTIAL
▪ Gary Bell, Central Region Manager: (315) 634-4576, [email protected]
▪ Caitlin Spears, Central Region Director: (510) 496-4962, [email protected]
▪ Hilary Newman, Sr. Vice President: (510) 496-3897, [email protected]
Managers and contact information is available on the Supportal solution: Escalating a Ticket
Here’s What’s Happening in Support
SUPPORT CONTACTS
CONFIDENTIAL
Here’s What’s Happening in Services & Support
For Sierra / Millennium▪ Intro to Sierra RESTful APIs
▪ 1-2-3 : Steps to clean up and optimize your Database
▪ Better Call Number Reporting (SCAT table optimization)
▪ Creating Location Code Hierarchies
NEW TRAININGS IN LAST YEAR
Your Partner for Library SuccessCONFIDENTIAL
Here’s What’s Happening in Services & Support
EASIER TO REGISTER FOR TRAININGS
https://bookwhen.com/innovative
Confidential and Copyright, All Rights Reserved, Innovative Interfaces, Inc. 2017
The Future of Innovatives Core Products
Innovative In-Market Roadmaps
An Innovative Update
CONFIDENTIAL
Quarterly Release Schedule
Your Partner for Library SuccessCONFIDENTIAL 22
Sierra Roadmap
2018 2019 2020+
2H’18 1H’19 2H’19 Themes and Market Problems
Sierra 4.3: Improved Access, Patron Privacy and Interoperability• GA: April 2019• Customization of fonts and colors in Sierra💡• Add item price to Due Slip data library💡• WebPAC cookie notification• Volume search by record number💡• Bookmarking in Talis Aspire• Sierra Web support for 40 concurrent users• Sierra Rest API – Accounting Integration,
Create Invoices and Pay Service Charges; enhance invioices, fines; Endpoints exandedinto fields, place hold congs
• Sierra Rest API – Improve Performance
Sierra 5.0: Enhanced Interoperability and Improved Staff Workflows• GA: August 2019 target • Email due slips in staff checkout💡• Rerun Create Lists queries💡• Undo record deletion 💡• Amazon link in Inventory Express• Continuous Sierra Web improvements with
tablet/mobile support• Expanded API Support• Expanded SQL Query availability• Sierra Rest API – Accounting Integration: Create &
Update Invoices; Rate Limiting, customer support (PRs)
Release Themes:• Continuous improvement in Staff
Workflows and Sierra administration• High impact enhancements identified
and prioritized via Innovative Idea Lab and IUG channels
• Mobilize Library Staff via Sierra Web scalability and performance
• Ongoing Integration with Innovative Discovery
• Address high impact customer reported issues
• EDI Improvements
Sierra 4.1:• GA: in October 2018• Replacing cancelled holds
(phase 1)💡• Sierra Web support for 30
concurrent users• Macros in Sierra Web💡• Find in Record • Copy and paste complete
fields💡• Security and privacy
features for GDPR• Increase PAID fields limit• Customize the facets in SDA• Generate new private key• Sierra Rest API – accounting
integration, (read currency codes & rates, read vendors, Pay Patron fines, delete patron reading history, improved performance
Sierra 4.2: Privacy and security• GA: January 2019• Replacing cancelled holds (phase 2)💡• WebPAC Default to HTTPS• Publish Library Privacy Policy in WebPAC
(GDPR)• Patron PIN improvements• Scheduler improvements to output delimited
records• Sierra Web multi-window mode• Sierra Rest API – continued accounting
integration ,bulk fines, harvesting & holds
In Market
In Development
Planning
💡 Idea Lab and IUG ballot
Sierra 5.1: Improved functionality and user experience for Academic users• GA: 2H ‘19 Target
• Enhancements TBD• Sierra Rest API – Create a Service Charge Fee (as a
fine) for patron & bulk
Note: Customer driven enhancement requests and bug fixes remain a priority for every release
Note: Roadmap subject to change
Market Problems to Solve For:• Patron engagement via Innovative
Discovery• Ongoing Security & Patron Privacy• Staff accessibility as requirements and
regulations evolve• Streamlined Staff Workflows
Your Partner for Library SuccessCONFIDENTIAL 23
Encore2018 2019 2020+
2H’18 1H’19 2H’19 Themes and Market Problems
Encore 4.9: harvesting improvements• GA: April 2019 target (in beta)
• Allow configuration of dc metadata format used for harvesting
• Add back Repository SET for Harvested Collection
Encore 5.0: Resolution of customer reported problems• GA: Target August 2019 • Blitz on high impact customer
problem reports (based on Severity and Priority)
Encore 4.8: improve staff experience• GA: January 2019• Consortia search• Make facet configuration customer
facing• Print from cart capabilities• Bookmark titles in Talis Aspire• Address high-impact customer
reported defects
Note: Customer driven enhancement requests and bug fixes remain a priority for every release
Encore 4.7 SP3: improve staff experience and patron privacy• GA: June 29, 2018
• General Data Protection Regulations (GDPR) Compliance
• Facet Improvements – Sorting and Apply button
• Accessibility Improvements• Address high-impact customer
reported defects
In Market
In Development
Planning
Idea Lab and IUG ballot
Note: Roadmap subject to change
Encore 5.1: Continuing staff print, accessibility and facet improvements• GA: Target 1H ’20• Address high-impact PRs• Security and accessibility updates (if
needed)• Saved Searches• Zinio integration (research)
Release Themes:• Address high impact customer reported issues
• Anticipate focusing on displacement of Encore with Innovative Discovery
• Net new logo sales or Discovery competitive win with Innovative Discovery
Market Problems to Solve For:• Ongoing Security & Patron Privacy• Staff accessibility as requirements and regulations
evolve• Third party integration improvements• Export features
Your Partner for Library SuccessCONFIDENTIAL 24
Resource Sharing2019 2020 2H’2020+
1H’19 2H’19 1H’20
Resource Sharing 3.3: Security and Privacy
• Target release Q4’19
• Blitz on high impact customer problem reports (based on Severity and Priority)
• Privacy• Direct-to-INN-Reach (D2IR)
vendor integration (cont.)• Support for RedHat
7/CentOS 7; Deprecate RedHat 5
Resource Sharing 3.4:
• Target release 1H’20
• Address Problem Reports• Enhancements are TBD
pending focused engagement with the Resource Sharing Customer Advisory Board
Resource Sharing re-imagined with Innovative Inspire Platform
Ongoing maintenance of INN-Reach (Focus on Problem Reports, Security and Contractual Commitments)
Resource Sharing 3.2: Expansion
• Target release March (beta), Q2 (GA)
• Agency Conversion• Support for Direct-to-INN-
Reach (D2IR) APIs• D2IR Partner On-boarding• Encore: Support
Title/Author in INN-Reach Pass-through Search
• Sierra: Web Management Reports
In Market
In Development
Planning
Idea Lab and IUG ballot
Note: Roadmap subject to change
Resource Sharing re-imagined with Innovative Inspire Discovery and the Context Engine
Your Partner for Library SuccessCONFIDENTIAL 25
Mobility2019 2019 2020+
1H’19 1H’19 2H’19 Themes and Market Problems
MyLibrary! 3.3: Polaris support phase 3• GA: 1H 2019 Target
• Polaris hold reactivation• Polaris Fine or charge alerts• Google analytics for android• Patron alert – blocked by max
fines
MyLibrary! 3.4 patron experience enhancements• GA: 2H 2019 Target
• Libraries near me• E-Branch access• Touch id login• Pay fines• Patron self registration
Release Themes:• Focus on high impact PR
resolution• Incremental enhancements
MyLibrary! 3.2: Polaris support phase 2• GA: February 2019
• Access to events, locations and hours
• Polaris holds queue• Polaris secured patron messages• Polaris patron alerts• Moved patron barcode• Telepen barcode scanner
support
Patr
on
Staf
f
Mobile Worklist 3.2: enhancements• Enhancements TBD• High priority Problem reports
Mobile Worklists 3.1: title paging lists• GA: 2H 2019 Target
• Title paging lists• Plessey UK barcode scanning• High priority Problem reports
Mobile Worklist 3.0: Customer Enhancements• GA: February 2019
• Telepen barcode scanner support
• Check-in from worklist view
In Market
In Development
Planning
Idea Lab and IUG ballot
Transition Plan for Future ILS:• Responsive Innovative
Discovery: Q3/Q4• Patron Mobile App 2020• Staff: responsive multi-tenant
SaaS ILS solution in 2020+
Note: Roadmap subject to change
CONFIDENTIAL
Quarterly Release Schedule
Your Partner for Library SuccessCONFIDENTIAL 27
Polaris2018 2019 2020+
2H’18 1H’19 2H’19 Themes and Market Problems
Polaris 6.2: Focus on Patron and Staff Engagement
• Released in December 2018• EDS integration• Reduce horizontal scrolling in PAC• MyLibrary! Updates for Polaris
features• Leap – Transfer hold requests 💡• Leap – Multi-delete from record
sets 💡• Alternate ID designation
Polaris 6.3: Focus on Patron Security and Tech Services improvements
• Mid’19 target release• Patron password reset 💡• Integration with JetPay• Maintain bib control # during
overlay• Remember bulk change settings• Undelete record sets - Idea Lab 💡• Leap Offline - Idea Lab prioritization
winner 💡• Prep for Innovative Discovery,
Polaris Gate enablement
Release Themes:• Patron account profile page• On going Leap parity with Staff Client• Public library Innovative discovery emphasis• High impact enhancements identified and prioritized
via Innovative Idea Lab and IUG channels 💡• Improved patron accessibility
Market Problems to Solve For:• Patron engagement, via Innovative Discovery• Ongoing Security & Patron Privacy• Staff accessibility as requirements and regulations
evolve• Streamlined Staff Workflows
Polaris 6.1: Focus on integration enhancements for Discovery
• Released September 2018• Recorded Books integration• CloudLink integration• Improved Novelist feature set• Leap – Item bulk change 💡• Leap – export record sets to Excel 💡• Leap – import file to check in 💡
Note: Customer driven enhancement requests and bug fixes remain a priority for every release
In Market
In Development
Planning
Idea Lab and IUG ballot
Polaris 6.4: Focus on Patron Empowerment and Leap parity
• End’19 target release• Patron account profile in PAC• Accessibility Improvements• New, more granular TOMS 💡• Leap outreach 💡• Idea lab challenge winner 💡• Ongoing Innovative Discovery,
Polaris Gate enhancement (as needed)
Note: Roadmap subject to change
Confidential and Copyright, All Rights Reserved, Innovative Interfaces, Inc. 2017
The Future of Innovative
2016
2018
2019
INSPIRE
▪ Context Engine▪ Discovery▪ Structure for
Advanced Analytics
2020NEXT GENERATION PHASE II▪ Polaris integration ▪ Advanced Analytics
INSPIRE PHASE IIIInvestment In Our Journey
Relationship, Improvement, Innovation
LAUNCHED END OF Q3WITH LIBRARY PARTNERS
Your Partner for Library SuccessCONFIDENTIAL
Experiences Optimized for Discovering Ideas & Inspiration
Petit Public LibraryPetit Public Library
Your Partner for Library SuccessCONFIDENTIAL
Petit Public Library
Experiences Optimized for Discovering Ideas & Inspiration
Petit Public Library
Beyond Discovery
Your Partner for Library SuccessCONFIDENTIAL
InspireDiscovery
Context Engine / Metadata Management
InspireIntelligence
Displacement: CIRC & Resource Sharing
Displacement: Acquisitions
Displacement: ERM
Q1 2019 Q2 2019 Q3 2019 Q4 2019• Initial release to academic market• Sierra integration via Gates• Context Wheel and traditional
search• Docking framework• Articles: searchable, linkable
• Initial release to public market• Polaris integration via Gates• Browse-based discovery
(showcases)• Public and private lists• Mobile app• E-reader integration (CDS budget)
• Drive competitive sales/displacement
• Library-defined facets• Course mgmt./reading list
integrations• Citation-driven resource linking• Customizable plug-ins for dock
• OAI-PMH ingest• Additional seed metadata sources• Relationship editor to support linking
between resources, agents, concepts• Roll-ups to work-level records• Support for Discovery capabilities
• BIBFRAME-based linked data repository
• Connected resources, concepts, agents
• Seed metadata – ONIX, LC, Crossref
• Create/edit using BIBFRAME templates
• Bi-directional MARCExchange (export MARC)
• Library-defined relevance and indexing
• Seed metadata – ORCID, DataCite, etc.
• Basic personalization – e.g., recommendations based on user profile and simple behavior
• Ingest circ usage data• Analytics for e-reader articles (CDS
budget)
• Enhanced personalization – e.g., machine learning re: user behavior
• Ingest COUNTER data• Value metrics for e-content
• Collection analyses• ERM alerting• Analytics for e-reader books (CDS)
• Patron account management, including integration with SIS (to support patron engagement)
• E-reader integration for books (CDS)
• Ongoing competitive and customer-requested enhancements
• Staff UI framework• E-book packages & metadata
sharing for public providers
• Cataloging rules – configuration and enforcement (online and ingest)
• Error and conflict resolution infrastructure
• Copy cataloging (via OCLC API?)
• Integrated subscription management • E-book packages & metadata sharing
extensions for academic providers• Basic workflow management tools
2019 Inspire Product Plan
Your Partner for Library SuccessCONFIDENTIAL
InspireDiscovery
Context Engine/ Metadata Management
InspireIntelligence
Displacement: CIRC & Resource Sharing
Displacement: Acquisitions
Displacement: ERM
Q1 2020 Q2 2020 Q3 2020 Q4 2020• Interface changes necessary to
support resource sharing functionality
• Shared metadata support• Merging (configuration and
enforcement)• Export (BIBFRAME)
.• Authority control via seed metadata• Bulk edit capabilities
• Configurations (circulation rules)• Basic circ functions (check out, check
in, renew, hold, recall)
• Machine learning for matching/merging
• Analytics to drive patron engagement
• Overrides• Overdue logic• Fines/fees• Notifications• Discovery integrations
• Reserves/short loans• Routing• Proxy patron/family borrowing
• Resource sharing support within an all Inspire library consortium
• “Union catalog” capabilities (if additional support required beyond shared metadata support and merging rules)
• Integrated subscription management (post-MVP features, including intelligence support)
• Enhanced workflow management tools
• Provisioning of data to learning analytics systems
• Circulation reports
• Load-leveling and best-way analyses in support of resource sharing
• Patron engagement services
• Market- and customer-driven metadata enhancements
• Fund management• Vendor management• Orders (electronic and manual)
• Vendor-initiated orders (YBP integration)
• Integration with Amazon• Integration with ERM functions
• Receiving• Invoices (electronic and manual)• Demand-driven processes• Purchase requests
• Threshold-based ordering• Financial reporting
• Fiscal Period Close• Payments (integration with third-
party systems)
• Possible extension to adjacent markets (discovery + ERM + patron bundle for corporate libraries)
• Market- and customer-driven discovery enhancements
2020 Inspire Product Plan
CONFIDENTIAL
ERM – Sneak Peek
CONFIDENTIAL
Watch Board – Sneak Peek
2018 – 2020 Blueprint
PersonalizationRatings &
Reviews
e-Resource
AccessSocial
Online Help,
Chat
Events,
Programs,
Enrollment
User
Agreement
Management
Recommender
Services
Self
Check-In/Out
Provide
Feedback
Consortia
Catalog &
Discovery
Push
Notifications
Bookings and
Reservations
Patron Mobile
App
Citation
Management
Research
Topic
Management
Reading List /
Course
Reserve
Management
Social
Annotations
Scholar
Communities
Integration of
Scholar
Academic
Patron Profile
Patrons
Collection
Planning
System
Configuration
&
Administration
Patron
Driven
Acquisitions
User
Management
Linked Data
Publication
Extended
FMS
Functionality
Marketing
Automation
Asset
Acquisition
Operational
Mobile App
Content
Delivery
Librarian
Mobile
Assistant
Context
Discovery
Engine
Librarian
Workflow
Dashboard
CRM
Cataloging
Semantic
Analysis
Digital
Content
Management
Eventand Program
Management
Serials
Management
Space
Management
eResource &
e-
Subscription
Management
Circulation
Resource
Sharing
Payment
Management
Copyright
Management
Learning
Management
Integrations
Self
Publishing
Support
Resource Management
Library Operations Management
Impact
Assessment
User
Behavior
Analysis
Dashboards
Collection
Planning
Analytics
Operational
Reporting
Consortia
Reporting
Machine
Learning/AI
Library
Benchmarking
Task
Automation
Ad-Hoc
Reporting
Course
Reserve
Analytics
e-Content
Usage
Analytics
Student
Performanc
e Metrics
Research
Outcome
Analytics
Analytics
Integrations (Value Added Providers)
Current Products
Next Gen (2018) Next Gen (2019-2020)
Innovative and Our Library Partners Have a Blueprint for Long Term
Success by Evolving New Solutions
3
37
Personal & Confidential
As a Strategic Partners
LibrariansAnd Patrons
Drive The Next Generation
Solution Evolution