SirsiDynix Updates

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SirsiDynix Updates

• Jim Wilson Vice President Senior Library
  Advisor
• Pam Arnold - Senior Library Relations Manager
• Stephanie Baker - Library Systems Engineer

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Horizon 7.4.1

• The release of Horizon 7.4.1 and HIP 3.09 and
  4.13 provide some great enhancements for our
  Horizon customers.
• Horizon 7.4.1 is a consolidation of all the bug
  fixes that were done on the 7.3.x and 7.4
  versions of Horizon and is the recommended
  upgrade path for customers on either Horizon
  7.3.x or Horizon 7.4.x.
• Release Notes containing detailed information
  about corrections and updates included in Horizon
  7.4.1 and HIP 3.09/4.13 are available on the
  Client Care site.
• We recommend that you review the release notes
  for both Horizon 7.4 and 7.4.1 to become familiar
  with all the enhancements and bug fixes as you
  determine the

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3rd Party Products
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Overall Horizon Product Strategy

• Remove barriers to 7.4.1 and HIP 3.09
• Packaging and testing of Web Reporter 1.5
• French-Canadian packaging and beta test
• Deliver new and enhanced Medley products
• Products which will work with Horizon and with SD
  Symphony
• Deliver bug fixes and enhancements in 7.4.2 and
  HIP 3.10
• Coding for Sybase 15 MS SQL Server 2005 and
  test for certification and delivery in 2009
  (w/7.4.3)

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Horizon 7.4.1

• Release version supports both HIP 3.09 and HIP
  4.13.
• Allow all customers to upgrade.
• Between Horizon 7.3.4 and 7.4.1 there are over
  350 different bug fixes.
• Between HIP 2.1 and HIP 3.09 there are 700 bug
  fixes.
• Delivers French Canadian language support
• Supports a new version of Web Reporter (1.5)
• Tested and certified for

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Location Table

• Horizon 7.4
• Overdue to Lost (days)
• Delete Filled Requests
• Keep Circ History
• History Duration (days)
• Max History Transaction

• Horizon 7.4.1
• Expiring Borrower CKO Loan Period
• Last Pre-overdue Date
• Alternate Borrower Searches
• Purchase Alert Ratio (WebReporter)

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Borrower record expiration date prompt

• A new configuration on the location table can now
  control how the loan period should be handled
  without prompting staff.

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New Waiver Receipts and In Hold Transit Slips
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Transit To and From

• Transit To and From Agency are now logged with
  every checkin
• The information is stored until the item reaches
  its destination location

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Acquisitions Orders

• In the past doing a Send To from a BIB record
  to a PO line added all ISBNs to the order line.
• Now with the new One Tag Only setting it is
  possible to only pull one tag from the Marc
  Record

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Pre-overdue Notice

• Notice Type
• Choose a pre-overdue notice type
• Borrower Address record
• Choose which borrower and which address will
  receive pre-overdue notices
• Batch-update during upgrade

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More 7.4.1 Circulation Enhancements

• New Circ 29 priority and Request Queue Order
  priority modes for the Pull List
• Card Fees are now a standard part of the
  Horizon client
• Borrowers can be imported from an LDAP directory
  via DayEnd
• Items can age to lost based on a set Days
  value, which is no longer dependent on the Notice
  Cycle
• Adding all ESIP elements to the ACS module.
• Ability to print locally unique transaction id on
  payment receipts
• Ability for staff to determine if expiration date
  should change when changing location or BTYPE
• The ability to obscure certain borrower
  information on patron receipts such as
  0081 instead of whole barcode
• Automatic limit search results of borrowers to
  groups of agencies
• The Checkin Hold Fill Screen should display true
  notice method. (e-mail or print). Not just
  default to print

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Other 7.4.1 Enhancements

• The Horizon staff client can now run using most
  Java Runtime Environments (JRE)
• We recommend 1.4.2, however Java 5.0, 6.0 and
  7.0 have been tested
• Budget Hierarchy Report, Percent Available
  displayed not a true percentage

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Horizon 7.4.1 Defects resolved

• Edifact files with a question mark (?) as the
  last letter of the title can cause the Edifact
  processing to crash.
• Creating PO from Distribution pattern results in
  some line items being dropped.
• Use of colon, plus sign, question mark, or single
  quotation mark (, , ?, ') in the Vendor Note
  can cause issues with the Edifact file being
  properly generated.
• Orders Created with 10 digit ISBN are not found
  when searching using a 13 digit ISBN
• A dash ('-') in the 13 digit ISBN can cause
  verification in MARC Editor to fail.
• An item barcode search using significant digits
  pulls up wrong item

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Horizon 7.4.1 Defects resolved

• The ability to print_format_block 'text' field to
  print for 'pickloc' field type
• Pull list may fill wrong request if queue has
  been reordered
• Items are aged to lost prematurely if the final
  notice was delivered by TeleCirc
• Unable to do a damaged checkin on a transit
  request without corruption of data
• Applying an Horizon StaffPac Restriction may
  cause a "Database error Incorrect syntax near
  the keyword
• My List is not being cleared with the user logs
  out of HIP
• Show authors in TOC for Syndetic
• Problems with displaying correct 'Suspend until'
  dates when changing the status of a local hold

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Introducing the Medley Product Suite

• Products which can be implemented in Horizon and
  also work with SD Symphony
• Web Reporter statistical reporting
• Enriched Content for public access
• SirsiDynix Enterprise faceted search software
• PocketCirc online and offline circulation and
  inventory
• Telephone Messaging 3
• Self-service circulation
• Envisionware PC Management
• SIP/NCIP Responder
• Directors Station dashboard and decision
  management system

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Web Reporter 1.5

• Required Horizon 7.4.1
• New Dashboard reports
• MicroStrategy 8.1
• Project merge availability
• Over 180 modifications to metadata
• Changes in the new project are documented and
  provided in the Release Notes
• Over 180 modifications
• Medley Product works with Horizon and Symphony

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Enhanced Enriched Content

• Medley Product works with Horizon and Symphony
• Deluxe package available from Bowker (Syndetic
  Solutions)
• Fiction profiles
• Find similar titles
• Series list
• Horn Reviews
• Spanish language content
• German language content
• Video music cover images
• Video music profiles (coming soon)
• Standard and Deluxe package available with HIP
  3.10

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Enterprise Faceted Search System

• Medley Product works with Horizon and Symphony
• Supplements HIP (uses HIP for detail view)
• Available with Horizon 7.3.2 and higher
• Interface for auto-updates built into 7.4.2
• Fuzzy search logic
• Search index updated based on changes rather than
  complete nightly dump
• Consortia support
• Multilingual Support
• Look and feel configuration (themes via css
  javascript)
• URL search (for in-bound searches)
• Search widget (for use on other web pages)
• Did you mean feature

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SirsiDynix Enterprise
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Goals for Enterprise 3.0

• Integrate additional data sources
• Federated Search
• Library favorites
• Pluggable component approach (not
  one-size-fits-all)
• Best of breed Content Management option
• Guided Discovery option (simplified CM)
• Web 2.0 Community features
• RSS feeds
• Tagging
• User Reviews
• Ratings
• Third party interfaces
• Visual Search

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PocketCirc

• Medley Product works with Horizon and Symphony
• Software for online/offline circulation and
  inventory
• Platform Windows Mobile 5 (Touch screen) and
  above
• Replaces Telxon Percon (no longer available)
• Communicates to server via SIP
• Checkout/Checkin extensible to other SIP-based
  ILSs
• Requires implementation of SIP server (not
  previously required)
• Inventory Control
• Identify items missing from inventory
• Inventory requires proprietary hooks in SIP for
  real-time inventory

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PocketCirc Checkout Item

• When checking out items you can set an alternate
  due date or use the due date set through policies
• The item barcode and due date will display in the
  charge list

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PocketCirc Checkin Item

• A Checked in item will display the item ID as
  well as routing
• information
• CKI can be backdated for book-drop items
• When checking in items in online mode, the client
  will alert the operator if the item is on hold,
  has a lost status, needs to be sent to another
  library for shelving, etc.

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PocketCirc Inventory

• Can be used offline or online
• Scan the barcodes
• Real time inventory in online mode
• Upload the files in offline mode

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NCIP Responder

• Medley Product works with Horizon and SD Symphony
• Independent from HIP
• Delivered with ACS software (same which supports
  SIP interface)
• User-friendly configuration tool
• Improved supportability
• Improved and enhanced NCIP messages
• Increases the number of supported messages from 7
  to 14
• Supports VDX and URSA
• Improved (faster) performance by 10 - 20 fold
• Compatible with 7.4.1 and above

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Horizon HIP Next Releases

• HIP 3.10
• Delivers enhanced enriched content from Bowker
• Stops borrower requests on shelved items
• Based on IP of requester and on-shelf library
• Horizon 7.4.2
• 30 bug fixes (so far)
• PO loaded with ISBN on Bib imported from vendor
• Tight integration with Enterprise faceted
  search software
• GA Targeted for Sept. 2008

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Directors Station

• Medley Product works with Horizon and SD Symphony
• A true data-mart
• Stores statistics over time
• Comparisons to previous years, similar months
• Discover trends
• Justify budget increases
• Dashboard provides at a glance charts and graphs

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Sybase 12.5 and MS SQL 2000 EOL

• MSSQL 2000 EOL April, 2008
• Per incident support IS available through 2013
• Sybase 12.5 EOL December 2009
• Sybase 15 and MS SQL Server 2005
• Development work has begun, but put on hold in
  favor of delivering 7.4.2 features and Medley
  products
• Scheduled to be finished with engineering Q4 2008
• Testing required for all Horizon-related products
• Test and release in 2009, most likely as 7.4.3

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2008 Deliverables for Horizon Libraries

• Web Reporter 1.5 April 2008
• Horizon 7.41/HIP 3.09 French-Canadian May 2008
• Enhanced NCIP Responder for Horizon May 2008
• New Enterprise faceted search for Horizon Q3
  2008
• Enhanced Enriched Content Q3 2008 with HIP 3.10
  
• Horizon 7.4.2 and HIP 3.10 Q3 2008
• PocketCirc available Q4 2008 with 7.4.2
• Directors Station for Horizon Q4 2008 with
  7.4.2
• Support for Sybase 15 MS SQL Server 2005
  Early 2009

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Horizon and Pivot Product Release Estimates
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Requirements for Horizon 7.4.1

• Requires HIP 3.09 OR HIP 4.13
• Requires Sybase 12.5.x OR MS SQL Server 2000
• Web Reporter 1.5 for customers using Web Reporter

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Requirements for HIP 3.09 or HIP 4.13

• Requires Horizon 7.4.1
• Java Runtime Environment version 1.4.2.16,
  including Java Web Start
• Requires Horizon 7.4.1
• Java Runtime Environment version 1.5, including
  Java Web Start

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Some key enhancements for HIP 3.09

• The ability to connect to Horizon 7.4.1
• o An upgrade to Firebird version 2.03. An install
  is included for Windows (98 XP),
• Linux, Solaris SPARC and Solaris X86 platforms.
• o An upgrade to Jetty. HIP 3.09 is being
  delivered with Jetty 4.2.19. This upgrade
• resolved many security issues that have been
  reported with version 4.2.9.

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Some key enhancements for HIP 3.09 Cont.

• If you have multiple display fields that use the
  same fixed element and the first display field
  has no data you will still display all the
  appropriate data.
• Show authors in TOC for Syndetic
• Suspend_until date was not displaying in My
  Account -Items out
• My List was not being cleared when the user
  logged out of HIP.
• When you limit an ISBN exact match search you now
  get matches
• Requests deleted via HIP can now be recorded
  separately from those deleted via Horizon

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• SirsiDynix would like our Horizon customers to
  know that we are committed to supporting our
  Horizon, Horizon Information Portal and Web
  Reporter products well into the future. We will
  continue to provide maintenance releases for
  these products for the next 4-6 years.

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SirsiDynix Symphony 3.2 and 3.2.1 Major Updates
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Services to End Users

• Delivery Service (aka Books by Mail)
• Allows our libraries to serve their customers
  where they are! Allows customers to allow staff
  or end users to specify that they want items
  delivered to them at home or office. Can be
  controlled by many parameters such as library,
  item type and patron type. Includes cost
  recovery and/or make a profit options for sites
  who need to charge to cover expenses or raise
  money. (Appropriate for all types of libraries
  requires use of Demand Management and SirsiDynix
  Symphony 3.2 or higher. Not in Horizon 7.x or
  8.x).
• Bonus feature patron labels can be used to
  print patron library cards
• iBistro/iLink/Web2
• No extra charge

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Services to End Users

• Online User Registration
• Makes it easy to allow new customers to register
  for services and start using the library
  immediately. (Public Library oriented available
  in HIP today)
• SirsiDynix Symphony 3.2 support for iBistro/iLink
• Customers can design their own forms to capture
  locally essential information
• Records may be reviewed first typical scenario
  if users auto-registered that they have low
  privileges initially
• Word list may be used to filter inappropriate
  language
• SirsiDynix will not supply a default word list ?

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Services to End Users

• Patron Credits
• Users can pre-pay fines and fees for library
  services. Available in SirsiDynix Symphony 3.2
  and higher (Public and Academic Libraries may be
  appropriate for some consortia depending on how
  they handle fees). Available in Dynix and Horizon

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Services to End Users

• Family/group/proxy circulation
• Associate groups of patrons with each other and
  allow them to have access to each others holds,
  fines, etc. Define access with granularity to
  ensure appropriate privacy among group members.
  Define dependencies for delinquency for
  example, a parent might be delinquent due to a
  dependent childs library fines or overdues.
  This capability also provides the option of
  grouping notices for the group. (All library
  types) Available in Dynix Classic but not
  Horizon 7.x.
• Plenty of granularity in who can see what to
  protect privacy
• Just want to combine fines on checkin? Use
  group checkin a GL 3.1 feature
• Academic sites can use this to support proxy or
  carrel charge

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Services to End Users

• Consolidation of My Account features in
  iLink/iBistro
• End users may review their accounts and perform
  renewals and/or update hold information without
  moving to separate menu options. This feature
  already exists in EPS and Web2 and HIP. (All
  library types)
• Probably most popular Unicorn Enhancement Forum
  request

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Services to End Users

• Language Field in Patron Record
• A new field in the patron record may be used to
  record patron preferred language. This field may
  be used to produce notices in the patrons
  preferred language and removes the current need
  to establish language-specific patron profiles to
  accomplish language-based notification. (All
  library types) Available in Horizon

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Services to End Users

• Multiple, active patron IDs
• For consortial situations in which the patron
  has a different ID at different institutions but
  otherwise shares patron record. Any active ID
  may be used to call up patron record. Patron may
  also have multiple inactive IDs inactive IDs
  will result in warning message. (Consortia)
  Available in Dynix Classic planned for but not
  completed in Horizon 8.

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Staff Efficiencies

• Ordered Holds Fill
• Completely control the order in which holds are
  filled from individual libraries or groups of
  libraries. Particularly appealing for consortia
  or libraries whose service locations cover a wide
  geographical range who want to keep down transit
  costs while maximizing the rate at which holds
  are filled. Requires use of Demand Management.
  (All library types multi location libraries).
• Also plan to offer option that will allow System
  Range holds to be changed to group or library if
  suitable copies exist and hold is placed from
  OPAC
• This update offers new features for all customer
  types (Unicorn, Horizon, Dynix, etc.)

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Staff Efficiencies

• Updates to Bibload programs
• Utilities allowing load of bibliographic records
  (including bibload, 9xx suite, SmartPort, etc)
  have been updated to support multiple match
  points on numeric fields, option to use CatKey
  for explicit matching and ability to create
  holdings information during a single load even if
  holdings data is included in different MARC
  fields in the records in a given record load.
  Delete handling options and subject field
  processing options also updated. (All Library
  Types)
• Does not provide all capabilities that exist in
  Horizon or Dynix, but offers additional match
  points that Horizon and Dynix sites will be
  familiar with. Encourage customers to read
  documentation on new delete options carefully.
  Only use actual delete if you know exactly what
  you are doing.

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Staff Efficiencies

• 9xx Selection/Order Suite
• Updated to accommodate selection or order load
  files that include different accounts in the same
  file. Improves efficiency by removing need for
  multiple loads. (All library Types)
• Addresses increasingly typical scenario in which
  Vendors require different accounts for different
  material types
• Also accommodates library use of different
  accounts for greater granularity in accounting
  practices

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Staff efficiencies

• X.12 P.O. Call number updates
• Allows new option to define bibliographic call
  number hierarchy in outgoing x.12 order. (All
  library types)
• Previous option could only send call number
  record
• Improves options for sites who have vendors
  perform most processing prior to shipment

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Staff Efficiencies

• Additional scoping options on Acquisitions Fund
  Use
• SirsiDynix Symphony/Unicorn has long
  accommodated security levels on funds that
  control which operators could view, encumber or
  authorize expenditures on funds. In SirsiDynix
  Symphony 3.2, additional security is available so
  that it is possible that given operators may be
  privileged to perform some or all functions on
  funds, but use of funds may be limited to
  orders/invoices for individual libraries or
  groups of libraries. In a centralized ordering
  situation, this ensures that the correct funds
  are used for ordering/invoicing of materials for
  designated libraries. (Consortia or
  multi-library settings using centralized
  ordering)
• This additional scoping not available in Horizon
  8, Horizon 7.4, or Dynix

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Staff Efficiencies

• Option to limit authorization to Place Order
• A new property may be used to control the
  ability to set the date ready on all order
  types. (All library types)

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Staff Efficiencies

• Support for Taxes in Acquisitions Tax policies
  may be established so that taxes may be
  calculated automatically or manually entered and
  charged to appropriate funds on invoicing. (All
  library types) Available in Dynix Classic and
  planned for Horizon 8

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Staff Efficiencies

• Most APIs/print routines updated to support XML
  output and input (all library types)

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Staff Efficiencies

• Use of CONSER information to create Serial
  Patterns Pattern suggestion capabilities have
  been updated to allow use of CONSER data embedded
  in bibliographic records to be used to create new
  patterns. (All library types)
• Not available in Dynix or Horizon

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Other SirsiDynix Symphony 3.2 Highlights

• Materials Booking in Java Client
• Material booking updates have yielded favorable
  reviews from Horizon and Dynix sites who have
  reviewed the software.
• Load options and additional holdings extract
  options in Serials

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SirsiDynix StaffWeb of K-12

• Web-based staff client that offers most commonly
  used Circulation and Cataloging functions
• Geared toward K-12 libraries
• Since access is browser-based, ease of
  adminstration is unprecedented

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Whats Next?

• SirsiDynix Symphony 3.2.1 includes several
  features of interest to Horizon and Dynix Sites
• 3.2.1 release planned for Spring, 2008
• Web Reporter will be supported against SirsiDynix
  3.2.1 after initial release
• Move on for other 3.2.1 features

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Key 3.2.1 Features

• eCommerce links to Envisionware from iBistro,
  including pass through authentication (does not
  exist in HIP todaybased on latest Envisionware
  release)
• Updates to expired borrower rules based on
  Horizon/Dynix expectations similar to updates
  in Horizon 7.4.1
• Improvement of modify due date workflow
  (feedback from large Dynix site
• Support for Talking Tech SIP2 interface
  (Horizon customers received similar updates in
  2007)
• Improvements to Acquisitions workflows (feedback
  from large Dynix sites)

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Key 3.2.1 Features

• New options for capturing circulation statistics
  when item type that indicates multi-piece item
  is used, operator may enter the piece count.
  That count will be reflected in the resulting
  circulations statistics. (Dynix, Horizon,)
• Updates to hold slip printing to promote staff
  efficiency for hold shelf retrieval, bookmobile
  support (large Dynix and other sites
  suggestions some similarity to updates made in
  7.4.1)
• Updates to policy hours support in iBistro
  promotes a closed stacks delivery that can be
  ordered via Consulting Services (Some Dynix and
  Horizon sites)

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Key 3.2.1 Features

• Updates to Floating Collections to make more
  consortia-friendly (capabilities now beyond what
  is supported in Horizon)
• Updates to Z39.50 server to improve consortial
  support search limiting by library
  group/associated, controlled return of holdings
  data
• Support for Classified Accountability in Java
  Client
• Accountability is a SirsiDynix Symphony feature
  that can limit search and circulation access to
  particular bibliographic and/or item records to
  patrons with specified levels of classification
  (e.g., need to know), etc. Primarily used in
  corporate and government libraries this feature
  does not exist in Horizon or Dynix.

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Key 3.2.1 Features

• Support for entering only meaningful characters
  of barcodes (Horizon/Dynix capabilities)
• Option to have barcode check digit calculated on
  request
• New capability for sites using the auto-ID
  process to have the system based the assigned IDs
  on the barcode format in use at site

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Other 2008 Items

• Optional faceted search interface beta planned
  for Summer, 2008
• Supported for HIP 3.0X, iBistro/iLink, Web2
• Initial version will be hosted
• Plan to deliver initial version in English,
  French, Spanish and German

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Basics of the SirsiDynix Symphony 3.3 Roadmap

• Key items
• Support for VIP in Acquisitions
• Greatly expanded UNIMARC support
• Expand optional StaffWeb web-based staff client
  to support non-K12 sites
• Staff efficiencies
• Global call number updates
• Updates to tax support for purchase orders
  companion to tax at invoice support included in
  SirsiDynix Symphony 3.2
• Horizon-style re-shuffle hold queue
• Item group circulation identify groups of
  materials that can be circulated together via a
  single barcode or circulated individually via
  their unique barcodes

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Basics of the SirsiDynix Symphony 3.3 Roadmap

• Key items
• Staff efficiencies/Services for end users
• Support rental fees
• Basic SmartCard implementation based on UK
  standards
• End users
• Expand support for Enriched Content to
  accommodate new content from Bowker and possibly
  other feed sources (change will be made to HIP
  3.0x series as well)
• HIP-style My List capabilities
• HIP-based Patron My Account capabilities such
  as linking to title from My Account displays,
  display of material type and hold in transit
  status
• Sorting of Patron My Account lists

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