OHDUG Meeting Hosted by Whitby Public Library

1
OHDUG MeetingHosted by Whitby Public Library
30 April, 2008
2
The SirsiDynix Team

• Steve Donoghue
• Vice President Sales, Canada Alaska
• Gilbert Mongeau
• Executive Sales Consultant, Canada Alaska
• Rob Herrmann
• Executive Sales Consultant, Canada Alaska
• Tom Walker
• Senior Sales Consultant
• Mary Beth MacDonald
• Senior Library Relations Manager

3
Meeting Agenda

• 900am  930am Meet and Greet with Coffee
  Snacks
• 930am  935am Opening Remarks and
  Introductions (Arthur Sykes)
• 935am  945am SuperConference CSUG
  (Robert Thompson)
• 945am  1000am SirsiDynix Corporate and
  Product Update (Steve Donoghue)
• 1000am  1200pm Highlights Demonstration of
  Symphony 3.2 (Rob Hermann)
• 1200pm    130pm Lunch Tour of the Whitby
  Library
• 130pm     215pm Planning for Symphony
  (Steve Donoghue)
• 215pm 300pm BiblioCommons (Gail
  Richardson)
• 300pm     315pm Coffee Break
• 315pm     415pm RFID Panel Discussion
• 415pm     430pm Closing Remarks and Next
  Meeting Details (Arthur Sykes)

4
SirsiDynix Company Update
5
2007 A year of transition

• Changes in upper management
• Changes among staff
• Changes in product strategy
• Changes in technology
• Changes among libraries

6
SirsiDynix Senior Management
7
SirsiDynix Senior Management
8
SirsiDynix Senior Management
9
SirsiDynix Senior Management
10
Garys Key Objectives

• Continue to be successful in the library market
• Improve our internal processes
• Improve service to our customers
• Improve communication with our customers
• Deliver on our promises
• Do right by our Horizon customers

11
Year of Progress, Strength and Stability

• SirsiDynix remains profitable and growing
• In 2007, we signed more than 250 new contracts
  around the world
• New sites and upgrading sites to SirsiDynix
  Unicorn/Symphony and other products
• 50 new software-as-a-service sites
• 176 add-on libraries to existing sites (not
  included in 250 number)
• Unequaled global customer base
• 4,000 central sites (counts consortia as 1 site)
• 7,000 independent libraries (counts consortia
  members)
• 20,000 library locations (branches etc.)
• We have the corporate and financial strength to
  remain the technology partner on which you and
  your institutions can rely

12
Enhancing client care and service

• Key to SirsiDynixs mission is improving and
  expanding our service on a continual, progressive
  basis
• In 2008, we are making significant investments to
  assist with our carrying out this mission
• New Client Care portal
• New customer relationship management system
• New Client Care knowledge base and other
  self-service tools
• Training team members on product and service best
  practices
• Enhancement to already world-class SaaS
  capabilities

13
Client Care Web Portal

• Launched enhanced web portal with several
  exciting features
• Easy to access and search Knowledge Base
• Create, close, cancel, or re-open cases
• Closely monitoring web portal traffic
• 72,000 unique visits 780 unique visits per day
• 5 million total hits
• Analyzing solutions for relevancy
• 2.75 million pages viewed
• 70 visitor repeat rate
• Implementing your feedback quickly

14
Connecting with our Customers

• Conferences, User Group Meetings, Focus Days
• ALA, PLA, OLA
• OHDUG, BCDHUG meetings
• Focus Day on Symphony 3.2 in Ontario
• CODI Conference, November 2007, Pittsburg
• 700 attendees
• Product updates
• Special upgrade packages for Horizon customers
• SuperConference, April 2008, Detroit
• 900 attendees
• Major product announcements for Symphony and
  Horizon
• Best is yet to come.
• Joint UUGI/CODI conference in 2009, Dallas

15
SirsiDynix Product Update
16
(No Transcript)
17
SirsiDynix Symphony

• Development project announced in March 2007
• New release of SirsiDynix software that blends
  best of Unicorn, Horizon/Corinthian, and other
  solutions
• Unicorn GL3.1 is the base for Symphony
• Stability, scalability, and full features
  immediately available
• All RD resources focused on Symphony development
• Beta testing announced in August 2007
• Approximately 20 customer sites tested Symphony
  3.2
• General release announced in December 2007

18
Symphony Foundation

• Java Staff Client
• Full range of staff modules
• Oracle RDBMS
• Unicode
• PAC/Enterprise Portal Solution
• Rooms
• SchoolRooms
• Directors Station
• API support

19
SirsiDynix Symphony 3.2 Highlights

• Family Links features in CIRC
• Books by mail in CIRC
• Patron credits feature in CIRC
• Updates to Floating Collections
• Improved bibliographic load process
• Tax handling improvements in ACQ
• Ordered hold fills feature
• Web Reporter
• Web Staff Client for Schools (option)

20
Product RoadmapSirsiDynix Symphony Horizon
Updates
21
Latest Releases

• SirsiDynix Symphony 3.2
• December 2007
• 35 customers in production
• Unicorn GL3.1 Patch Cluster 5e
• March, 2008
• 527 sites running Unicorn GL3.1
• Horizon 7.4.1
• December 2007
• 37 sites running Horizon 7.4.1

22
How long will Horizon 7.x be supported?

• No plans to drop support
• Expect to support Horizon 7.x for 4-6 years
• Not pushing customers to move to SirsiDynix
  Symphony
• New releases already in process for 7.x
• Customers can plan the move to SirsiDynix
  Symphony at their own pace

23
How long will Horizon 7.x be supported?

• Horizon 7.4.1 HIP 3.09
• Released in December 2007
• Maintenance release for Horizon 7.3/7.4 customers
• Includes many fixes previously provided to
  individual sites
• Includes and requires HIP 3.0.9 or HIP 4.1.3
• Support for Microsoft Vista
• Support for Web Reporter 1.5
• French Canadian version of 7.4.1 HIP 3.09 now
  in beta

24
How long will Horizon 7.x be supported?

• Horizon 7.4.2 HIP 3.10
• GA planned release for Q4 2008
• Delivers support for pivot products such as
  PocketCirc and Faceted Search
• Horizon support for NCIP responder
• Enhanced enriched content for HIP 3.10
• Faceted Search product integration work

25
How long will Horizon 7.x be supported?

• Horizon 7.4.3
• GA planned release for Q1 2009
• Support Sybase 15 and SQL Server 2005

26
ILS Products
27
SirsiDynix Enterprise 1.0

• 1.0 available August 2008
• Add-on enhancement to your online catalogue
• Symphony, Unicorn Horizon
• Features available in V1.0
• Friendly URLs (ROA)
• Fuzzy search logic Trigrams
• Configurable search index updates based on deltas
• Enhanced Enriched Content support
• Consortia support
• Library or location limits
• IP address ranges
• Themes (CSS)
• Multilingual support
• Search widget