SWAN Report on Activities

SWAN Quarterly MeetingPresented by Aaron Skog, SWAN Executive DirectorJune 5, 2014

Since Our Last March Meeting… ILS Agreement Completed

We Attended COSUGI COSUGI

All SWAN Libraries Now Members! 2014 Conference attended by SWAN staff Refer to Quarterly Packet “COSUGI Highlights” 2015 Conference in Portland, Oregon at the

Portland Hilton, March 30 - April 1, 2015

Migration! SWAN Staff Activity

Weekly Conference Calls w/ SirsiDynix

Drafting Project Plan Review Profiling & Software

Policy Docs Visits to Lansing & Winnetka

Libraries Shared Experience with HALAN:

migration from III to SD

Migration! How We See It• Lending & Borrowing• Patron Notification• Security

Profiling

•MARC & Item• Patron fields• Types/Groups•Mapping

Data Migration

• Acquisitions• Cataloging Group• Circulation• Searching

Training

•UIX for Discovery/OPAC• 77+ Profiles• Enlist library grp?

Search

• eResource Central setup• Collection mgmt

E-books

• EBSCO Discovery Service•Online Subscriptions Integration

EDS

• Self-checks• Peripheral hardware (spine labels, etc.)• RFID, AMH3rd Party Integration

•Online patron payments•Debt Collect• RB Billing• Credit Cards

Financials

• Analytics• Ad Hoc Rpts

Reports

• Info for Patrons• Enlist Library PR staff?

PR

• SD person on site 3 days (pre, during, post)

Go Live

• Address issues• 12 weeks of phone calls• SWAN staff

“Sure Start 12”

• BookMyne+•MobileCirc

Mobile

• Facebook app• Enlist library grp?

Social

• Portfolio• Conversion•OMAI harvesting

Digital Collections

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Migration!SirsiDynix Consortia Summit Held on Wednesday June 4th Consortia Managers & Staff CCS, LINC, MAGIC, & RSA– all SirsiDynix

customers How they designed Symphony Resource Sharing (circulation parameters, hold map) Managing OPAC “Enterprise”

SWAN’s Change Management WorkshopSWAN Member Services Has Designed a Workshop with Our Changing the ILS Two half-day workshops October 9, 2014 Catherine Deiss 9:30AM Change Management for SWAN Administrators/Directors http://www.librarylearning.info/events/?eventID=17747 1:30PM Change Management for SWAN Supervisors/Managers http://www.librarylearning.info/events/?eventID=17748

SWAN Technology Projects

•Workstation, Thin Client, Tablet Specifications•Sanctioned Peripherals

Hardware Specifications for Symphony

•Survey Out•For Adopters & Interested Libraries

RFID Workshop Planning

•For SWAN Support Staff•Who Are Our Customers? •SugarCRM currently in evaluation

CRM (Customer Relationship Management)

•Half of 77 Library SonicWALL appliances are End of LifeUpgrading Old SonicWALLs

Business Plan Committee BizCom 2.0 Rich Wolff & Rodger Brayden 1st meeting May 9th

Reviewed 2010 SWAN Business Plan & Scenarios documents

Ambassador Committee Co-chairs Jim Deiters & Anne Kozak Meeting June 5th (after Quarterly) 12 Ambassador Representatives Focus for 2014

SWAN Board, COW & Quarterly SWAN Board: June 20, July 18, Aug 15 9:30AM Committee of the Whole Meetings: New

Locations! July 8 9:30AM Oak Lawn Public Aug 12 9:30AM Tinley Park Public Library

Quarterly September: Sept 4, 2014 9:30AM RAILS Burr Ridge What Do You Think About Live Streaming? Recording?

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