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And these aren’t the only innovative products available via SirsiDynix BLUE Cloud. For more information, contact your sales rep or attend the COSUGI sessions for these and other new products including the BLUE Cloud sta clients, BLUE Cloud Marketplace, and the exciting new BLUE Cloud Universal Admin. Get the Welcome

Welcome to COSUGI 2013 and opportunity to present your experience and ideas at next year’s conference. welcome to Utah! This is my home and I hope you take the time to enjoy the beauty and I also take this opportunity to thank the many people splendor of the inter-mountain west. who have helped make this conference a reality: our conference chair, Kay Dunker and co-chair Mark It seems like every year we are “On The Edge” in Witteman have worked tirelessly to plan a great event our approach to these conferences. This year is no here in Utah. The entire COSUGI board who have lent different, but this time we are admitting it up front. their advice and support. The folks at SirsiDynix for their With RDA looming, ebooks burgeoning into our efforts both in helping with planning and presenting collections, demands on staff and resources and also financially along with many other vendors who increasing while budgets shrink and a plethora of have sponsored events, breaks and gifts. To Pia Jones other challenges, it’s no wonder we all feel like we and her staff at ICM for all the work behind the scenes are always “on (the) edge.” But is that necessarily to see that the conference comes off flawlessly (at a bad thing? Look at the mountains to the east side least it always looks that way). To Shawn Andary from of this valley. I have climbed many of them. One of the Upper Peninsula Region of Library Cooperation in the main reasons why is the opportunity to stand in Michigan and Ruthanne Hansen from Utah State Library a place above everything else around you and to see for being our local arrangements contacts. And to the it all spread out in a majestic tapestry. To see places great state of Utah and to Salt Lake City for being our to go and have experiences to expand knowledge gracious hosts. And finally, to you, our membership for and understanding. I think conferences can be like your support of this conference, which continues to give that; a chance to step back, and get some new us an opportunity to move our profession and ourselves perspective(s). Even as our resources get stretched in a forward direction. to the maximum, we can still climb this mountain and Have a great conference! look over the edge and see opportunity and success. Our goal in holding this conference each year is to give you opportunities to acquire new and additional ideas and strategies for moving forward to meet the Tim Rowley opportunities that await you. As you plan out your COSUGI Chair conference experience, take advantage of some of the new and innovative work your peers are presenting. Hopefully you will be inspired to create some innovation of your own. Maybe you will even take the

COSUGI 2013 Annual Conference 1 Information

Table of Contents Conference Information

Locations listed are in the Salt Palace Convention Center Presenter Contact Information �� 3 Letter from SirsiDynix CEO �� 4 Registration Desk North Foyer Salt Palace Convention Center Opening Reception �� 5 Wednesday, March 13 4:00 pm–7:00 pm Meeting Rooms/Sponsors �� 6 Thursday, March 14 7:00 am–5:30 pm Exhibitors �� 7 Friday, March 15 8:00 am–3:00 pm Thursday Schedule and Descriptions ��8-11 Exhibits Exhibit Hall: Ballroom E–J Friday Schedule and Descriptions ��12-18 Thursday, March 14 3:45 pm–6:00 pm Saturday Schedule and Descriptions ��20-25 Friday, March 15 9:15 am–5:00 pm Exhibitor Information ��26-29 Saturday, March 16 9:15 am–1:45 pm Ask SirsiDynix Room Room 150 B–C Event Staff Thursday, March 14 1:30 pm–4:00 pm Friday, March 15 8:15 am–4:15 pm ICM event staff will be stationed at tables outside meeting rooms in Saturday, March 16 8:15 am–4:00 pm the Salt Palace Convention Center. Look for tables with the teal Internet/Print Area Exhibit Hall: Ballroom E–J “Event Staff” banners. Staff will be able to provide any assistance you Sponsored by EnvisionWare may need. Thursday, March 14 3:45 pm–6:00 pm Message Board Friday, March 15 9:15 am–5:00 pm Saturday, March 16 9:15 am–1:45 pm A message board is located near the registration desk and is available Conference Welcome and for your use during the conference. You are welcome to leave a SirsiDynix Opening Session Ballroom B & D message for another attendee on the message board. Other general Thursday, March 14 9:00 am–12:15 pm conference announcements may also be posted. Opening Reception The Depot Book Exchange Sponsored by SirsiDynix 13 N 400 W, Salt Lake City Thursday, March 14 7:00 pm In the spirit of recycling and sharing, we are doing a book exchange. COSUGI Business Meeting Ballroom C You can take a book or leave a book, or both. Look for the table in the Friday, March 15 4:30 pm–5:30 pm North Foyer by the Registration Desk. Closing and SirsiDynix Executive Q & A Ballroom B Saturday, March 16 4:30 pm–5:30 pm CREDITS

COSUGI 2013 conference logo designed by Jim Carpenter, Farmington Public Library, Conference book design by: Farmington, NM. Cover photo by Steve Greenwood, courtesy Salt Lake City CVB. Jane English Design, www.janeenglishdesign.com

2 COSUGI 2013 Annual Conference Get the

Presenter Contact Information

Migell Acosta �� [email protected] Phil Feilmeyer �� [email protected] Natalie Palermo ��[email protected] Help for Your Help Desk: a Panel Discussion Stump the Chumps: Horizon Q&A MarcEdit For Beginners  Symphony Reports Sharing Session Ken Adams �� [email protected] Stephen Gaines ��[email protected] Bret Parker ��[email protected] Help for Your Help Desk: a Panel Discussion Locally Hosted Enterprise and Customizations UNIX Tips and Tricks for Symphony Administrators Azucena Aguayo ��[email protected] Denis Galvin �� [email protected] LaDonna Pierce �� [email protected] Bringing E-Readers Into the Fray: Policy, Practice and Adding an Auto-completion/Suggestion System to the Library’s Using MarcEdit to increase efficiency Implementation – an Update Online Catalog  Integrating Stackmaps into e-Library Tim Rowley ��[email protected] Shawn Andary ��[email protected] Joshua Greben ��[email protected] Bringing E-Readers Into the Fray: Policy, Practice and SirsiDynix, NCIP, INNReach, and More: How NCIP Can Streamline Developing and Implementing an Online Payment System Using Implementation – an Update the Interlibrary Loan Process for SirsiDynix Customers Wells Fargo CyberSource at Stanford University Libraries Topher Schlatter �� [email protected] Karen Anderson �� [email protected] Kathy Haese ��[email protected] Mobile Apps: One Institution’s Experience Implementing RDA: a Panel Discussion One Card – Creating a State Wide Consortium Sarah Seestone ��[email protected] Jeff Arnold ��[email protected] Joel Hahn ��[email protected] Developing and Implementing an Online Payment System Using Help for Your Help Desk: a Panel Discussion The Art of the Workaround  Consortia Sharing Session & SIG Wells Fargo CyberSource at Stanford University Libraries John Attig �� [email protected] Meeting  Introduction to the Enhancement Process for Horizon, Gloria Shutter ��[email protected] Implementing RDA: a Panel Discussion Symphony, and More  SirsiDynix Web Services Sharing Session Symphony Academic Reserves Sharing Session  Stump the Chumps: Symphony Q&A  Symphony API Pat Beers �� [email protected] Cathy Sicard �� [email protected] Sharing Session Symphony System Administration (Unix) Sharing Session Help for Your Help Desk: a Panel Discussion James Harpe ��[email protected] Ken Behn ��[email protected] Karla Smith �� [email protected] Mobile Apps: One Institution’s Experience Locally Hosted Enterprise and Customizations Consortia Sharing Session & SIG Meeting Lynn Jacobson ��[email protected] Steven K. Bowers �� [email protected] Kevin Smith ��[email protected] Collection Inventory Using an Inventory Company and Symphony Reports Discovery Layers: a Panel Discussion  Stump the Chumps: Horizon Discovery Layers: a Panel Discussion  Put Your Best Facebook Q&A  Z39.50, OAI-PMH, and Single Search: Configuring a Discovery Marlene Johannes �� [email protected] Forward  Stump the Chumps: Horizon Q&A Horizon SMS Text Messaging – Getting Started Interface John Solomon ��[email protected] Robert Bremer �� [email protected] Scott Johnson ��[email protected] Help for Your Help Desk: a Panel Discussion  Discovery Layers: a When Weeding Becomes a Necessity A Global Community at Your Local Library Panel Discussion John Brooks ��[email protected] Joni Klemencic �� [email protected] Kelli Staley ��[email protected] On the Edge of RDA Symphony System Administration (Windows) Sharing Session Symphony Cataloging Sharing Session Lisa Broughman �� [email protected] Ranny Lacanienta ��[email protected] Marcy Stevens �� [email protected] Discovery Layers: a Panel Discussion  Stump the Chumps: Horizon Q&A Implementing RDA: a Panel Discussion Users Group Best Practices...How to Plan a User’s Conference Brenda Cameron ��[email protected] Alisha Levasseur ��[email protected] Richard A. Stewart ��[email protected] Fine-tuning Your Symphony: Using System Administration Tools to Collection Inventory Using an Inventory Company and Symphony Reports Getting Ready for RDA: Ideas, Strategies, and Resources Customize WorkFlows Hongfei Li ��[email protected] Chris Stoddart �� [email protected] Lynn Chandler Bertino ��[email protected] Data Transfer between ILS and Discovery Layers Getting The Edge by Automating the Discard Process Horizon Circulation and Cataloging Sharing session  Put Your Best Carol Love ��[email protected] Mang Sun ��[email protected] Facebook Forward  Stump the Chumps: Horizon Q&A Implementing RDA: a Panel Discussion Adding an Auto-completion/Suggestion System to the Library’s Melinda Chesbro ��[email protected] George Marck ��[email protected] Online Catalog  Integrating Stackmaps into e-Library Using Enterprise as a Web Site Using SQL Advantage to Write Custom Reports for Horizon Brent Thompson ��[email protected] Anton Chuppin �� [email protected] Robert Maxwell ��[email protected] SirsiDynix, NCIP, INNReach, and More: How NCIP Can Streamline Using Traditional OPAC as a Tool for the Patron-Driven Acquisition Implementing RDA: a Panel Discussion the Interlibrary Loan Process for SirsiDynix Customers  Horizon SMS Bruce Compton ��[email protected] Carol McCollum ��[email protected] Text Messaging - Getting Started Using MarcEdit as a Tool to Prepare the Bibliographic Database for RDA Put Your Best Facebook Forward Robin Trehaeven ��[email protected] Karen Cook ��[email protected] Drew McNaughton ��[email protected] Hacking Symphony Reports with Microsoft Word & Excel, an When Weeding Becomes a Necessity Climbing the e-Library Learning Curve: Tips and Tricks for Introduction to Report Selection, Data Extraction and Cleanup Nathan Cosgray ��[email protected] Successful Customizations. Zach Valdes ��[email protected] Automating and Customizing Your Horizon Notices Linda Meyer ��[email protected] Using MarcEdit to increase efficiency Mary Daubenspeck ��[email protected] EDI Invoicing for EBSCO Periodical Subscriptions: FTP File Retrieval Adam C. Viator �� [email protected] Tagging! It Is Not Just for Graffiti Artists! Breakthrough Creating Groups and Editing Items in Item Group Editor Paula Deutsch �� [email protected] Emily Morton-Owens ��[email protected] Mike Waugh �� [email protected] Customizing e-Library RevD at NIST Automating and Customizing Your Horizon Notices Discovery Layers: a Panel Discussion Kay Dunker ��[email protected] Karen Niemla ��[email protected] Marilyn White ��[email protected] Implementing RDA: a Panel Discussion  On the Edge of RDA The Life and Lessons of Steve Jobs Customizing e-Library RevD at NIST  Stump the Chumps: Horizon Q&A Andrew Nisbet �� [email protected] Mark Witteman ��[email protected] Ryan Edwards �� [email protected] Getting The Edge by Automating the Discard Process Stump the Chumps: Symphony Q&A  UNIX Tips and Tricks for USC Libraries - HOMER Beta (SirsiDynix Enterprise) Jim Novy ��[email protected] Symphony Administrators Renay Elve ��[email protected] An Automated Cataloging Work Flow with SkyRiver John Wohlers ��[email protected] A Global Community at Your Local Library Steve Ohs �� [email protected] Inventory the Android Way  Stump the Chumps: Symphony Q&A  Symphony Web Services 101: Getting Started  Symphony Web Michael Engelbrecht �� [email protected] An Automated Cataloging Work Flow with SkyRiver Servies 102: Make Web Pages More Useful with jQuery Discovery Layers: a Panel Discussion  Horizon System Teri Oparanozie �� [email protected] Administration Sharing Session EDI Invoicing for EBSCO Periodical Subscriptions: FTP File Retrieval Phyllis Worrall �� [email protected] Jennifer Falkowski ��[email protected] Breakthrough Working with BISAC as an Alternative Classification in Symphony Symphony Circulation Sharing Session Kendal Orrison �� [email protected] Mia Farley ��[email protected] Discovery Layers: a Panel Discussion  Stump the Chumps: Symphony Windows System Admin Sharing Session Symphony Q&A

COSUGI 2013 Annual Conference 3 SirsiDynix Welcome

Welcome to Utah! Along with the COSUGI conference committee, SirsiDynix is thrilled to have the COSUGI 2013 User Conference here in Salt Lake City, just a few miles from our corporate headquarters.

Having the conference means you’ll have more products, faster, and more easily so close to home allows us to make even more of our maintained than ever before. SirsiDynix BLUE Cloud is wonderful employees and company resources available truly an initiative that will benefit our entire customer to support you and the great COSUGI conference. We will base. And with the development of the web clients for do everything we can to help this year’s event be one of Cataloging, Circulation, Acquisitions, Serials and Public the best and most informative ever. Access, libraries will have a state-of-the-art interface bringing increased functionality and efficiencies to Technology always moves fast, but it has never advanced administration, staff and end users. And make sure to with more speed, bringing more fundamental changes to join us at the Conference to hear about some brand the way we access and consume information, than is the new initiatives designed to enhance your acquisitions case today. COSUGI 2013 provides SirsiDynix with a great processes from start to finish! opportunity to expand on the vision we outlined in Florida last year. We are committed to providing you with the On behalf of the SirsiDynix team, I want to thank the COSUGI products and tools necessary to meet—and exceed—the Board for all the dedication they put toward the user group needs of an increasingly sophisticated user base. This and this great event. Thank you for being here with us. means not only building the products and services that We appreciate this relationship and express our continued library staff and their users need today, but anticipating commitment to you as active and valued user group what will be needed tomorrow and beyond. We have members and SirsiDynix customers. We’re excited to move never been more focused on looking ahead to create the forward with you and make this shared vision a reality! functionality that will win user mindshare and solidify libraries as the first stop for access to both physical and electronic content. Bill Davison Products like eResource Central, Social Library and SirsiDynix Chief Executive Officer BookMyne are designed to deliver on that objective. Our commitment to cloud computing and architecture

4 COSUGI 2013 Annual Conference Get the club blue party March 14 @ 7 pm

G.Love and Special Sauce Concert starting at 8:30pm

Dinner begins at 7 pm G. Love and Special Sauce Concert starting at 8:30 pm

COSUGIThe Depot 2013 Annual is located Conference 2 blocks west 3 of the Salt Palace on 13 N 400 W Meeting Rooms

Exhibit Halls Meeting Rooms (cont.) WEST FLOOR PLANS 300 WEST Parking P ROOM SQ. FT. Theatre Banquet Classroom Ceiling ROOM SQ. FT. Theatre Banquet Classroom Ceiling Entrance Registration ��North Foyer West West Exhibit Hall A48,600 5,300 2,700 2,700 30' Room 155 A-F 24,000 2,400 1,000 1,000 15' Lobby Lobby Calvin L. Rampton Exhibits, Internet/Print Area �� Ballroom E–JExhibit Hall B*24,300 2,600 1,350 1,300 30' Room 155A 2,530 260 120 120 15' Exhibit Hall C 48,600 5,300 2,700 2,700 30' Room 155B 3,240 300 150 160 15' First Time Attendees Breakfast ��254-BExhibit Hall D 48,600 5,300 2,700 2,700 30' Room 155C 3,240 300 150 160 15' Salt Palace Convention Center Exhibit Hall E 64,800 7,100 3,600 3,400 30' Room 155D 2,530 260 120 120 15' Ask SirsiDynix Room �� 150 B–CExhibit Hall1 48,600 5,300 2,700 2,700 30' Room 155E 3,240 300 150 160 15' Exhibit Hall 2 16,200 1,700 900 700 30' Room 155F 3,240 300 150 160 15' Salt Palace Facts: Exhibit Hall 3 16,200 1,700 900 700 30' Exhibit Hall 4 64,400 6,500 3,000 3,000 30' Room 250 A-F 8,300 850 500 430 20' Exhibit Hall 5 130,300 12,000 6,000 6,000 30' Room 250A1,450 120 80 80 20' 515,000 gross square feet of contiguous exhibit hall space, divisible into 9 halls. Room 250B 1,470 120 80 80 20' 1 * Hall B is not a stand-alone hall; must be used in conjunction with A or C. Room 250C1,480 120 80 80 20' HALL 2 With over 160,000 square feet of meeting space, we can host 67 concurrent meetings. Room 250D1,300 110 60 60 20' COSUGI5 Meeting Rooms Room 250E 1,300 110 60 60 20' Received Silver level LEED certification. 3 Ballroom Room 250F1,300 110 60 60 20' An award-winning exclusive caterer, Utah Food Services, is located onsite. 4 Room 251 A-F 8,800 900 550 450 20' 5 Cornerstone Audio-Visual is the in-house preferred A/V provider, capable of providing all DEF ROOM SQ. FT. Theatre Banquet Classroom Ceiling Room 251A1,300 110 60 60 20' A/V and production services. Room 251B 1,300 120 60 70 20' 355 Ballroom 45,000 4,900 2,900 2,500 30' Room 251C1,600 120 80 80 20' 6 Internet communication system with 100 MB fast Ethernet service; Room A 3,820 400 200 190 30' Room 251D 1,600 150 80 80 20' able to hardwire network over 6,000 computers at a single time. Room B 3,820 400 200 190 30' Room 251E1,600 150 80 80 20' HALL ABC Room C 3,820 400 200 190 30' Room 251F 1,700 150 80 80 20' 7 33 wireless access points throughout the venue; capable of operating 3,000 wireless users Room D 3,820 400 200 190 30' at a single time facility-wide. 4 Room E 3,820 400 200 190 30' Room 252 A-B 980 80 50 40 12' Third Level Room F 3,820 400 200 190 30' Room 252A490 40 20 15 12' Holds no labor agreements with any union entities. 8 Room G 3,820 400 200 190 30' Room 252B490 40 20 15 12' 1,000 underground parking stalls and 40 loading docks. Room H 3,820 400 200 190 30' 260 Room A-B 2,000 200 100 90 12' 9 HALL BA Room I 3,820 400 200 190 30' 253 First Room J 3,820 380 200 190 30' Room 253A990 100 40 40 12' Aid 3 259 Room 253B1,010 100 40 40 12' 200 WEST Room A-C 4,500 450 240 220 20' 258 254 HALL Meeting Rooms Room 254A1,000 100 60 40 20'

Upper Mezzanine Room 254B2,500 250 120 140 20' 2 Lower Mezzanine 257 SOUTH BA Room 254C1,000 100 60 40 20' P Parking ROOM SQ. FT. Theatre Banquet Classroom Ceiling Entrance DEF D EF Room 255 A-F 24,000 2,400 1,000 1,000 15' Room 150 A-G 6,080 700 350 340 15' Room 255A 2,530 260 120 120 15' HALL Room 150A 600 50 20 20 15' Room 255B 3,240 300 150 160 15' 155 255 1 Room 150B 590 60 20 20 15' Room 255C 3,240 300 150 160 15' Room 150C 660 60 20 20 15' Room 255D 2,530 260 120 120 15' ABC ABC Room 150D 600 50 20 20 15' Room 255E 3,240 300 150 160 15' Room 150E 590 60 20 20 15' Room 255F 3,240 300 150 160 15' HALL HALL HALL HALL HALL Room 150F 660 60 20 20 15' Room 257 1,700 170 100 90 13' First Level 254 C Room 150G 2,380 250 140 120 15' E D C B A B Second Level Room 257A 65 40 36 13' A Room 151 A-G 6,500 700 350 330 15' Room 257B 75 40 36 13'

200 SOUTH Room 151A 625 50 20 20 15' Room 1,380 140 60 84 13' Room 151B 600 60 20 20 15' 258 Room 151C 670 60 20 20 15' Board Room 259 1,380 140 60 84 13' Security Business Room Room 151D 625 50 20 20 15' Center Shuttle Bus Loading/Unloading South Room 151E 600 60 20 20 15' Lower Concourse Room 260 1,700 170 100 90 13' Entrance Upper Concourse – Escalators/Elevators/Stairs 252 Room 151F 670 60 20 20 15' Room 260A 65 40 36 13' First – Exhibit Halls Room 151G 2,710 270 140 120 15' Aid A D A D A D A D AB Room 260B 75 40 36 13' South Foyer 150 151 B G E B G E B 250 E B 251 E A – Meeting Rooms JHFDB C F C F Room 355 A-F 24,000 2,400 1,000 1,000 18' North C F C F B – Ballroom Room 355A 2,530 260 120 120 18' BALLROOM Foyer 253 – Public Areas Room 355B 3,240 300 150 160 18' South Room 355C 3,240 300 150 160 18' Plaza East I GECA Registration – Loading Docks Room 355D 2,530 260 120 120 18' East – Parking Room 355E 3,240 300 150 160 18' Entrance Room 355F 3,240 300 150 160 18' – Concessions – Restrooms Kenneth Knight Boardroom permanent boardroom table for 20 10' WEST TEMPLE Salt Palace Convention Center

Please thank the following exhibitors for their generosity:

Opening Reception Internet/ Print Area Booth 309 Booths 403 & 405

Friday Morning Coffee Break Booth 404

6 COSUGI 2013 Annual Conference Get the Exhibitors

Booth 207 Booth 411 Booth 211 Booth 302

Booth 310 Booth 208 Booth 210 Booth 205

Booth 305 Booth 304 Booth 206 Booths 403 & 405

Booth 308 Booth 306 Booth 402

Booth 303 Booth 202 Booth 203

Booth 309 Booth 209 Booth 404

COSUGI 2013 Annual Conference 7 Thursday, March 14 Program Schedule

7:30–8:30 am 9:00–9:30 am 9:30 am–12:15 pm 12:15–1:15 pm 1:30–2:30 pm 2:45–3:45 pm 7:00–10:00 pm

Registration First Time Conference Opening Session: 7:00 am–5:30 pm Attendees’ Welcome Get the Edge with SirsiDynix Blue Cloud Breakfast North Foyer Ballroom B–D Ballroom B–D Salt Palace 254 B Opening comments and Convention Center Welcome to Salt Lake City and a new era for SirsiDynix and all of our Salt Palace welcome by customers! Join the SirsiDynix Executive Team to learn and see how the Tim Rowley Chair, Convention Center upcoming Blue Cloud products will give you and your communities the edge. Customers of SirsiDynix Blue Cloud connects your users with all of the resources you offer while By invitation Users Group, Inc. saving staff time and money. Best of all, Blue Cloud is the roadmap for all SirsiDynix customers and roll out is right around the corner! Presenter: Tim Rowley, Assistant Director–Systems and Presenters: Technical Services Bill Davison, Chief Executive Officer, SirsiDynix Utah Valley University Library [email protected] [email protected] Scott Wheelhouse, Senior Vice President of Operations, SirsiDynix [email protected] Talin Bingham, Chief Technology Officer, SirsiDynix [email protected] David King, Vice President of Product Management, SirsiDynix [email protected]

Morning Break 10:30–10:50 am North Foyer Salt Palace Convention Center Registration Welcome Break Breakfast Opening Session

8 COSUGI 2013 Annual Conference

COSUGI 2013 AnnualConference 1 Internet/Print Area Enter fromSouthFoyer Salt PalaceConvention Visit theExhibits! Afternoon Break 2:15–1:15 pm 2:15–1:15 12:15–1:15 pm 3:45–6:00 pm 3:45–6:00 pm 2:30–2:45 am Room 150B–C 1:30–4:00 pm Sponsored by EnvisionWare Ballroom E–J Ballroom E–J SirsiDynix Ballroom I–J North Foyer Exhibit Hall Exhibit Hall Lunch Center lunch Ask

Exhibits  Breaks 1:30–2:30 pm 1:30–2:30 pm Ballroom C Ballroom B Ballroom A Ballroom D 151 A–C 151 D–F 150 G 151 G Analyst, CharlotteMecklenburgLibrary Michael Englebrecht, Library SystemsAutomation Audience: Horizon Librarian, RiceUniversity Denis Galvin, MangSun, ILSSupervisor; Systems Audience: General Waubonsee CommunityCollege John Wohlers,TechnologyLibrary Coordinator, Audience: Symphony SirsiDynix King,David and VP ProductManagement Team, Audience: General Repeated: Saturday, 1:30-2:30pm SHARE Consortium Development Coordinator, System/ LakeshoresLibrary Jim Novy, SystemServices Technician; SteveOhs, Library Audience: Symphony Systems Library Administrator, Utah Valley University Rowley,Tim Director; AzucenaAguayo, Assistant Audience: General Supervisor and Supervisor Team, SirsiDynix and Translation Garrett Winn,Documentation Audience: General CCS Consortium Joel Hahn, LeadCataloger, District/ NilesPublicLibrary Audience: Symphony Session Horizon System Administration Sharing System totheLibrary’s OnlineCatalog an Auto-completion/Suggestion Adding Community TranslationProgram of SirsiDynix’san overview New Hello, Bonjour, Hola!Joinusfor an Update Policy, Practice andImplementation- Bringing E-ReadersIntotheFray: Symphony API SharingSession Near You Blue Cloud: ComingtoaPAC with SkyRiver Flow Cataloging Work An Automated Inventory the AndroidWay Inventory

MarcEdit for Beginners Management, SirsiDynix Lacanienta, Ranny Managers; DirectorofILSProduct Melissa KulmerandBrent Thompson, Product Audience: General Blue Cloud Cloud 9Cataloging: Jointhe Team, SirsiDynix Guinn,Nathan and DirectorofProductManagement Audience: General Updates Portfolio, andBookMyne SocialLibrary A Wealth ofOptions: Enterprise, Bill Routt, SeniorMarketConsultant, SirsiDynix Audience: General OnInvestment Return RFID : What’s Newin2013&ROI- CCS Consortium Joel Hahn, LeadCataloger, District/ NilesPublicLibrary Audience: General Session SirsiDynix Web Sharing Services Public Library Robin Trehaeven, Head; Technical Services, Bemis Audience: Symphony and Cleanup to ReportSelection, DataExtraction Microsoft Word &Excel, anIntroduction Hacking Symphony Reportswith SirsiDynix Todd Roelens, Senior Technical Advisor IIand Team, Audience: General Basics ofBackups andRestores Librarian, Wake CountyPublicLibraries Lynn Manager; Library ChandlerBertino, Digital Carol McCollum, Librarian;KevinSmith, Digital Digital Audience: General Put Your Best Facebook Forward Services, Library LSULaw Palermo,Natalie Assistant Directorfor Technical Audience: General 2:45–3:45 pm 2:45–3:45 Get the

7:00–10:00 pm 7:00–10:00 Your badgeisyour Salt LakeCity Sponsored by Reception 13 N400 W Opening The Depot SirsiDynix 7:00 pm Opening Reception ticket in.

9 Thursday, March 14 Program Descriptions

9:00–9:30 am An Automated Cataloging Workflow Hello, Bonjour, Hola! Join us for with SkyRiver an overview of SirsiDynix’s New COSUGI Conference Welcome The presenters will talk about the four custom Community Translation Program Thursday, 9:00–9:30 am, Ballroom B&D scripts they use to (a) automatically replace brief By popular demand, we are taking big steps to Presenter: Tim Rowley, Chair, Customers of records with full records downloaded via Z39.50 improve our translations. Do you want SirsiDynix SirsiDynix Users Group, Inc. from SkyRiver, (b) improve GMDs, 4xx tags and 007 products and documentation to have more usable info for Enterprise, (c) send holdings to SkyRiver translations in your language? Do you want transla- 9:30 am–12:15 pm and (d) automatically search out SkyRiver records tions in a language SirsiDynix is not providing quickly for those that don’t meet local standards. They will enough? Learn how you can make that happen with OPENING SESSION: Get the Edge with also address the general cataloger’s workflow and the new community translation initiative. Watch how SirsiDynix Blue Cloud SkyRiver record quality and availability. it works, learn how you benefit, and see how you Thursday, 9:30 am–12:15 pm, Ballroom B&D Audience: Symphony can participate in improving translations for existing SirsiDynix languages or adding additional languages. Welcome to Salt Lake City and a new era for Sirsi- Thursday, 1:30–2:30 pm, Ballroom B Presenters: Jim Novy, System Services We will also cover specific plans for French, Spanish Dynix and all of our customers! Join the SirsiDynix and Chinese. Executive Team to learn and see how the upcom- Technician; Steve Ohs, Library Development ing Blue Cloud products will give you and your Coordinator, Lakeshores Library System/ SHARE Audience: General communities the edge. Blue Cloud connects your Consortium Thursday, 1:30–2:30 pm, 151 G users with all of the resources you offer while saving Presenters: Garrett Winn, Documentation and staff time and money. Best of all, Blue Cloud is the Blue Cloud: Coming to a PAC Near You Translation Supervisor and Team, SirsiDynix roadmap for all SirsiDynix customers and roll out is right around the corner! Join SirsiDynix Product Management staff for a Horizon System Administration more detailed discussion about the SirsiDynix public Presenters: Bill Davison–Chief Executive Officer; interface roadmap. Libraries using HIP or e-Library Sharing Session Scott Wheelhouse–Senior Vice President of won’t want to miss this session! Have you come up with a great solution lately? Operations; Talin Bingham–Chief Technology Audience: General Chances are even a small innovation or solution could Officer; David King–Vice President of Product Thursday, 1:30–2:30 pm, Ballroom C be very helpful to others. Fresh perspectives from new Management; SirsiDynix Repeated: Saturday, 1:30–2:30 pm administrators and the seasoned views of Horizon veterans come together to share stories of upgrades, Presenters: David King, VP Product Management breakthroughs and those nagging little issues. 1:30–2:30 pm and Team, SirsiDynix Thursday, 1:30–2:30 pm, 151 A–C Adding an Auto-completion/Suggestion Bringing E-Readers Into the Fray: Audience: Horizon System to the Library’s Online Catalog Policy, Practice and Implementation - Presenter: Michael Englebrecht, Library Automation Systems Analyst, Charlotte Using Solr, some scripts, a web application and MARC an Update Mecklenburg Library records, Rice University Library was able to build a This presentation was given at last year’s confer- feature for completing/suggesting user searches in ence and is being repeated by request. It will also in- Inventory the Android Way the online catalog. The results come from the library’s clude updated information. After numerous requests bibliographic records. Much of the session will focus on from student, faculty and staff Utah Valley University This presentation will showcase the creation of an the usage and understanding of Solr and the compo- (UVU) Library decided to take the plunge into adding Android based real-time inventory application de- nents which make auto completion work. e-readers to our collection. This is a “How We Did veloped at the Waubonsee Community College Todd Audience: General It” session including selecting e-readers, developing Library. Discussion of creating custom symphony Thursday, 1:30–2:30 pm, 150 G policies for acquisition, cataloging in Symphony and API’s, using MIT’s App Inventor, and using the Java Android Application development kit will occur. Presenters: Denis Galvin, ILS Supervisor; Mang circulation. Since we don’t claim our way is best, Sun, Systems Librarian, Rice University we hope others will come to share their experiences Audience: Symphony as well. Thursday, 1:30–2:30 pm, Ballroom D Audience: General Presenter: John Wohlers, Library Technology Thursday, 1:30–2:30 pm, Ballroom A Coordinator, Waubonsee Community College Presenters: Tim Rowley, Assistant Director; Azucena Aguayo, Library Systems Administrator, Utah Valley University

10 COSUGI 2013 Annual Conference Get the

Symphony API Sharing Session Hacking Symphony Reports with RFID : What’s New in 2013 and ROI- The session moderator will lead participants in a dis- Microsoft Word and Excel, an Return On Investment cussion of common issues with the Symphony API. Introduction to Report Selection, Data A review of what’s new in RFID and an examination Audience: Symphony Extraction and Cleanup of the RFID ROI tools utilized to survey the workflow Thursday, 1:30–2:30 pm, 151 D–F A practical introduction to using the standard tools of a library, including personnel, hours open, wages Presenter: Joel Hahn,Lead Cataloger, Niles Public available in the Microsoft Office suite to convert paid, annual circulation, etc. This ROI report will show how and when your specific investment in Library District/CCS Consortium Symphony reports into usable data. Discuss report RFID will pay for itself by alleviating pressure on selection and output options in Symphony. Explore the use of wildcards in find and replace operations existing resources and increasing internal efficien- 2:45–3:45 pm in Excel, Microsoft’s implementation of regular cies by automating routine library processes. It can expressions in Word, and the option of recording provide your Library Board or City Administrators macros to automate repetitive report cleanup. with the information they need to authorize funding Basics of Backups and Restores for your RFID implementation. Audience: Symphony Are backups and restores a constant source of Audience: General Thursday, 2:45–3:45 pm, 151 A–C curiosity or concern? SirsiDynix system experts will Thursday, 2:45–3:45 pm, 151 G cover best practices, discuss standard and optional Presenter: Robin Trehaeven, Head; Technical Presenter: Bill Routt, Senior Market Consultant, services and provide tips on avoiding the dreaded Services, Bemis Public Library “R” scenario. SirsiDynix MarcEdit for Beginners Audience: General SirsiDynix Web Services Thursday, 2:45–3:45 pm, 150 G This session will introduce users to the basic func- Sharing Session Presenter: Todd Roelens, Senior Technical Advisor tions of Terry Reese’s free MARC editing software II and Team, SirsiDynix suite, MarcEdit. Join the moderator in a discussion of the SirsiDynix Audience: General Web Services for Symphony and Horizon. Cloud 9 Cataloging: Thursday, 2:45–3:45 pm, Ballroom C Audience: General Join the Blue Cloud Presenter: Natalie Palermo, Assistant Director for Thursday, 2:45–3:45 pm, 151 D–F Now that you are on the latest version of Symphony Technical Services, LSU Law Library Presenter: Joel Hahn, Lead Cataloger, Niles Public or Horizon, you’ll be able to move to Cloud 9 for Library District/CCS Consortium Cataloging! The product management team will Put Your Best Facebook Forward A Wealth of Options: Enterprise, cover the new Blue Cloud Cataloging client in depth Session moderators will discuss their library and show you how easy it can really be. system’s approaches and policies for their Facebook Portfolio, Social Library and Audience: General and Twitter presences and encourage others to BookMyne Updates Thursday, 2:45–3:45 pm, Ballroom B share their experiences. Have questions about how Connect with your end users wherever they are and Presenters: Melissa Kulmer and Brent Thompson, to handle different situations or “lessons learned” present ALL of the Library’s resources. Learn about Product Managers and Ranny Lacanienta, Director you would like to share? Come discuss them with the latest and greatest features and enhancement of ILS Product Management, SirsiDynix your peers! plans for the Blue Cloud series of public interfaces. Audience: General Audience: General Thursday, 2:45–3:45 pm, Ballroom D Thursday, 2:45–3:45 pm, Ballroom A Presenters: Carol McCollum, Digital Librarian; Presenter: Nathan Guinn, Director of Product Kevin Smith, Digital Library Manager; Lynn Management and Team, SirsiDynix Chandler Bertino, Digital Librarian, Wake County Public Libraries

COSUGI 2013 Annual Conference 11 Friday, March 15 Program Schedule

8:15–9:15 am 9:30–10:30 am 11:15 am–12:15 pm

Registration Ballroom A Authority and Bibliographic Data eResource Central Roadmap: Analytics Station and Web Re- 8:00 am–3:00 pm Services Offerings What’s Next? porter: the Future is (Almost) Here North Foyer Audience: General Audience: General Audience: General Salt Palace Tracy Moyers, Director of Product Dain Berrett, Product Manager, SirsiDynix Nathan Guinn, Director of Product Management, Implementation, SirsiDynix SirsiDynix Convention Center

Ask SirsiDynix Ballroom B eResource Central 1.0: Features Climbing the e-Library Learning Automating and Customizing 8:15 am–4:15 pm and Functionality Curve: Tips and Tricks for Your Horizon Notices Room 150 B–C Repeated: Saturday, 3:00-4:00 pm Successful Customizations Audience: Horizon Audience: General Audience: Symphony Nathan Cosgray, Systems Analyst; Emily Internet/Print Dain Berrett, Product Manager, SirsiDynix Drew A. McNaughton, Field Sales Consultant, Morton-Owens, Library Applications & Systems SirsiDynix (Former Systems Librarian, NC-PALS) Manager, The Seattle Public Library Area 9:15 am–5:00 pm Ballroom C Stump the Chumps: Creating Groups and Editing Items What’s New in Symphony: Top 10 Exhibit Hall Horizon Q&A in Item Group Editor Reasons to Upgrade Now! Ballroom E–J Audience: Horizon Audience: Symphony Audience: Symphony Kay Dunker, Lisa Broughman, Phil Feilmeyer, Adam Viator, Library Consortium Analyst, LOUIS: Melissa Kulmer, Product Manager; Ranny Sponsored by Kevin Smith, Lynn Chandler Bertino, Steve The Louisiana Library Network Lacanienta, Director of ILS Product EnvisionWare Bowers* Management, SirsiDynix

Visit the Exhibits! Ballroom D Using MarcEdit to Introduction to the Enhancement Z39.50, OAI-PMH, and 9:15 am–5:00 pm Increase Efficiency Process for Horizon, Symphony, Single Search: Configuring a No Conflict Time Audience: General and More Discovery Interface 10:30–11:15 am LaDonna Pierce, Content Management Librarian, Audience: General Audience: General Johns Hopkins University; Zach Valdes, E-Books Joel Hahn, Lead Cataloger, Niles Public Library Steven K. Bowers, Executive Director, Detroit Exhibit Hall & Special Formats Cataloger, Sam Houston District/CCS Consortium Area Library Network (DALNET) Ballroom E–J State University Morning Break 150 G Customizing e-Library RevD A Global Community at Developing and Implementing an 10:30–11:00 am at NIST Your Local Library Online Payment System Audience: Symphony Exhibit Hall Audience: General Audience: General Paula Deutsch, Technical Information Specialist; Renay Elve, Computer Systems Manager, Joshua Greben, Library Systems Programmer Ballroom E–J Marilyn White, Technical Information Specialist, Cromaine District Library; Scott Johnson, CEO, & Analyst; Sarah Seestone, Assistant Head of NIST Sponsored by Unique ChiliFresh Access Services, Stanford University Management Services 151 A–C Users Group Best Practices...How SirsiDynix, NCIP, INNReach, and The Art of the Workaround to Plan a User’s Conference More (ILL) Audience: Symphony Audience: General Audience: General Joel Hahn, Lead Cataloger, Niles Public Library

Marcy Stevens, Library Consortium Analyst, Shawn Andary, ILS System Administrator, Upper District/CCS Consortium LOUIS: The Louisiana Library Network Peninsula Region of Library Cooperation; Brent Thompson, Product Manager, SirsiDynix 151 D–F Symphony Web Services 101: Symphony Web Services 102: EDI Invoicing for EBSCO Periodical Getting Started Make Web Pages More Useful Subscriptions: FTP File Retrieval

Breaks Audience: Symphony with jQuery Breakthrough

 John Wohlers, Library Technology Coordinator, Audience: Symphony Audience: Symphony Waubonsee Community College John Wohlers, Library Technology Coordinator, Terry Oparanozie, Head of Acquisitions Linda Waubonsee Community College Meyer, Head of Access Services, Sam Houston State University 151 G Symphony System Administration Engage Your Enterprise or Symphony System Administration (Windows) Sharing Session Personalize Your Portfolio: (UNIX) Sharing Session Audience: Symphony Tips and Tricks Audience: Symphony Joni Klemencic, ILS Administrator, Virginia Audience: General Pat Beers, System Administrator/ILS Coordinator, Beach Public Library Jeremy Newville, Senior Trainer, SirsiDynix Johnson County Library Ask SirsiDynixAsk Exhibits *Presenter titles/institutions listed in full program description on following pages.

12 COSUGI 2013 Annual Conference Get the

8:15–9:15 am 9:30–10:30 am 11:15 am–12:15 pm 12:15–1:15 pm 1:45–2:45 pm 3:15–4:15 pm 4:30–5:30 pm

Lunch Ballroom A Data Transfer between ILS and Blue Cloud Marketplace: Acquisitions COSUGI Business 12:15–1:15 pm Discovery Layers Reimagined Meeting & Raffle Exhibit Hall Audience: Symphony Audience: General 4:30–5:30 pm Ballroom E–J Hongfei Li, Systems and Cataloging Librarian, David King, VP Product Management and Team, University of the Fraser Valley SirsiDynix Ballroom C Visit the Exhibits! The business meeting Exhibit Hall Ballroom B Horizon Update: Upgrades, Platform Migrations, will include Ballroom E–J Staying on Top of the Game SirsiDynix Cloud Services and More! Board reports, Audience: Horizon Audience: General introduction of the Brent Thompson, Product Manager; Ranny Berit Nelson, VP Library Relations and Team; Tracy incoming 2013-2014 Afternoon Break Lacanienta, Director of ILS Product Management, Moyers, Director, Product Implementation, SirsiDynix COSUGI Board, raffle, SirsiDynix 2:45–3:00 pm and open discussion of Exhibit Hall Ballroom C Implementing RDA: Discovery Layers: a Panel Discussion new business. a Panel Discussion Ballroom E–J Audience: General Presenter: Audience: General Steve K. Bowers, Lisa Broughman, Michael Tim Rowley Chair, John Attig, Karen Anderson, Kay Dunker, Ranny Englebrecht, Kendal Orrison, Kevin Smith, Jon Lacanienta, Carol Love, Robert Maxwell* Solomon, Mike Waugh* Customers of SirsiDynix Users Group, Inc. Ballroom D SLATE: New User Interface (UI) Collection Inventory Using an Design at SirsiDynix Inventory Company and Audience: General Symphony Reports Hyrum Denney, User Interface and Graphic Designer; Audience: Symphony Ashley Barney, Graphic and Web Designer, SirsiDynix Lynn Jacobson, Bibliographic Systems and Access Manager; Alisha LeVasseur, Senior Librarian for Integrated Library Systems, Jacksonville Public Library

150 G Help for Your Help Desk: Consulting Services: a Panel Discussion from Basics to Platinum Audience: General Audience: Symphony Migell Acosta, Ken Adams, Jeff Arnold, Cathy Sicard, Margaret Pelfrey, Supervisor of Implementation Jon Solomon* Consulting; Kat Stephens-Diggs, Senior Implementation Consultant, SirsiDynix

151 A–C Symphony Circulation On the Edge of RDA Sharing Session Audience: Horizon Audience: Symphony Kay Dunker, Systems Librarian, Valley Library Jennifer Falkowski, Information Services Manager, Consortium; Jon Brooks, Senior Support Analyst, Southern Maryland Regional Library Association SirsiDynix eeting 151 D–F Using a Traditional OPAC as a Tool for UNIX Tips and Tricks for Symphony Patron-Driven Acquisitions Administrators Breaks Audience: General Audience: Symphony m

 Anton Chuppin, Library Technology Manager, Bret Parker, Senior Systems Analyst, MLIS, City of Shortgrass Library System Stockton; Mark Witteman, Library Consortium Analyst, LOUIS: The Louisiana Library Network

151 G Locally Hosted Enterprise Getting the Edge by Automating the and Customizations Discard Process Audience: Symphony Audience: Symphony Stephen Gaines, Web Services, North Country Andrew Nisbet, ILS Administrator; Chris Stoddart, ILS Library System; Ken Behn, Information Technology Administrator, Edmonton Public Library Consultant, Southern Tier Library System unch Business l Exhibits *Presenter titles/institutions listed in full program description on following pages.

COSUGI 2013 Annual Conference 13 Friday, March 15 Program Descriptions

8:15–9:15 am Stump the Chumps: Horizon Q&A Users Group Best Practices...How to Pick the collective brain of our panel of experts on Plan a User’s Conference Authority and Bibliographic Data anything to do with SirsiDynix Horizon and HIP. For the last 19 years, LOUIS: The Louisiana Library Services Offerings Audience: Horizon Network has hosted the LOUIS Users Conference Would you like to improve the quality of your (LUC). Topics will include why we have a user’s bibliographic records? Would you like to implement Friday, 8:15–9:15 am, Ballroom C conference, the benefits of the conference, who or update an authority database? Please join us Presenters: Kay Dunker, Systems Librarian, Valley attends, who presents, and how we handle vendor as we discuss services designed to enhance the Library Consortium; Lisa Broughman, Systems participation. We will discuss our registration process, catering and facility location. Come join us quality of your bibliographic and authority data. Administrator, Lynchburg Information Online Our goal is to save time for your technical services for a look into a step-by-step guide on planning a Network; Phil Feilmeyer, ILS Manager, Hennepin department and to help your patrons find materi- users conference. County Library; Kevin Smith, Digital Library als faster. We will be discussing SmartSource, Audience: General enhancing bibliographic records using the Library Manager, Wake County Public Libraries; Lynn of Congress, authority processing services, and an Chandler Bertino, Digital Librarian, Wake County Friday, 8:15–9:15 am, 151 A–C Public Libraries; Steve Bowers, Executive Director, ongoing authority update service. All attendees will Presenter: Marcy Stevens, Library Consortium receive a free bibliographic data analysis report from Detroit Area Library Network (DALNET) Analyst, LOUIS: The Louisiana Library Network SirsiDynix--a $250 value. Symphony System Administration Audience: General Using MarcEdit to Increase Efficiency (Windows) Sharing Session Friday, 8:15–9:15 am, Ballroom A The proliferation and growing availability of e-books The session moderator will lead participants in has resulted in increased library technical services Presenter: Tracy Moyers, Director of Product a discussion of common issues for Symphony workload. Library staff are constantly seeking out Implementation, SirsiDynix Windows system administration. solutions that will reduce cataloging backlogs and Audience: Symphony ease processing tasks. Each presenter will describe Customizing e-Library RevD at NIST how their library uses MarcEdit to facilitate rapid cata- Friday, 8:15–9:15 am, 151 G We will discuss our experiences with customizing loging. Johns Hopkins University has used MarcEdit Symphony’s e-Library interface. This session Presenter: Joni Klemencic, ILS administrator, to meet local standards for each of the nearly one will demonstrate modifications to the system, Virginia Beach Public Library million e-book titles they have loaded into Horizon. env, CSS, and page files. We will also share the Sam Houston State University has combined use of investigative strategies and tools used to find out Symphony Web Services 101: MarcEdit functions and regular expressions with Sym- where to make changes. Getting Started phony WorkFlows to save time, improve productivity and enhance technical services processing. Audience: Symphony Join us for a hands on session on how to get started Audience: General Friday, 8:15–9:15 am, 150 G with Symphony Web Services. We’ll show you how to install web services and get started on your first Friday, 8:15–9:15 am, Ballroom D Presenters: Paula Deutsch, Technical Information project. Not sure what to do with web services once Specialist, NIST; Marilyn White, Technical you get it installed? Stick around for the next session Presenters: LaDonna Pierce, Content Information Specialist, NIST to learn even more of what web services can do for Management Librarian, Johns Hopkins University; you and your patrons. Zach Valdes, E-Books & Special Formats eResource Central 1.0: Features and Cataloger, Sam Houston State University Audience: Symphony Functionality Friday, 8:15–9:15 am, 151 D–F Join us to learn how far eResource Central has come since it was announced at last year’s COSUGI Presenter: John Wohlers, Library Technology conference! eResource Central makes end user Coordinator, Waubonsee Community College discovery and use of electronic resources from participating third parties a breeze while simplifying related management for staff. Audience: General Friday, 8:15–9:15 am, Ballroom B Repeated: Saturday, 3:00–4:00 pm Presenter: Dain Berrett, Product Manager, SirsiDynix

14 COSUGI 2013 Annual Conference Get the

9:30–10:30 am eResource Central Roadmap: SirsiDynix, NCIP, INNReach, and What’s Next? More: How NCIP Can Streamline Climbing the e-Library Learning Dain will briefly review Version 1.0 functionality the Interlibrary Loan Process for Curve: Tips and Tricks for and focus on what’s up next for eResource Central SirsiDynix Customers Successful Customizations functionality, features and partnerships. The Upper Peninsula Region of Library Cooperation Customizing e-Library is not a simple task. Please at- Audience: General has implemented NCIP with Michigan’s MeLCat tend this session if you want to gain some insight into system and are successfully exchanging circulation the process or share some of your own experience. Friday, 9:30–10:30 am, Ballroom A and patron information between Symphony and INN- Audience: Symphony Presenter: Dain Berrett, Product Manager, Reach. An overview of how this has made resource SirsiDynix sharing more efficient and saved staff time will be Friday, 9:30–10:30 am, Ballroom B discussed. A list of things to consider when imple- Presenter: Drew A. McNaughton, Field Sales A Global Community menting NCIP will be also be provided. Additionally, staff from SirsiDynix will present information on Consultant, SirsiDynix (Former Systems Librarian, at Your Local Library other implementations of NCIP and discuss some of NC-PALS) Bring your library’s online catalog to the world stage. its other benefits and applications. Empower your customers with the ability to connect Creating Groups and Editing Items in worldwide from right inside your online catalog. Audience: General Item Group Editor ChiliFresh enhances your existing catalog (Horizon, Friday, 9:30–10:30 am, 151 A–C Item Group Editor is a recent wizard in 3.4. With a e-Library or Enterprise) with global interactive functionality in a budget neutral way. Presenters: Shawn Andary, ILS System Administrator, more robust interface and capability of Global Item Upper Peninsula Region of Library Cooperation; Brent Editor, Item Group Editor allows for quick, accurate Audience: General Thompson, Product Manager, SirsiDynix batch updating of item information. This presenta- Friday, 9:30–10:30 am, 150 G tion will provide insights and tips on effectively Symphony Web Services 102: Make creating, editing, restoring and merging groups of Presenters: Renay Elve, Computer Systems Web Pages More Useful With jQuery items that all need identical editing. This presenta- Manager, Cromaine District Library; Scott tion will also offer project suggestions, alternate Johnson, CEO, ChiliFresh Using Symphony Web services and jQuery it is possi- uses of Item Group Editor and tips and tricks on ble to expose catalog information on your library web gathering accurate statistics. Introduction to the Enhancement Process site without requiring patrons to enter the catalog. Audience: Symphony Learn simple techniques to leverage these powerful for Horizon, Symphony, and More tools on your library’s website. Whether you were just Friday, 9:30–10:30 am, Ballroom C COSUGI’s Enhancements Coordinator presents an getting started in the previous session or have already introduction to the process that results in customer- Presenter: Adam Viator, Library Consortium been using web services this session will give you suggested enhancements being integrated into new tools to enhance your patrons library experience. Analyst, LOUIS: The Louisiana Library Network versions of SirsiDynix software, how the process fits into the larger picture of new version development, Audience: Symphony Engage Your Enterprise or Personalize how the enhancement forums work, and how you Friday, 9:30–10:30 am, 151 D–F Your Portfolio: Tips and Tricks can get involved in the process. Presenter: John Wohlers, Library Technology Jeremy will cover basic tweaks and updates you Audience: General Coordinator, Waubonsee Community College can consider to take Enterprise or Portfolio from “out of the box” to “just right”. Learn some useful Friday, 9:30–10:30 am, Ballroom D techniques and see what other libraries have done Presenter: Joel Hahn, Lead Cataloger, Niles Public to make their interfaces shine. Library District/CCS Consortium Audience: General Friday, 9:30–10:30 am, 151 G Presenter: Jeremy Newville, Senior Trainer, SirsiDynix

COSUGI 2013 Annual Conference 15 Friday, March 15 Program Descriptions

11:15 am–12:15 pm EDI Invoicing for EBSCO Periodical What’s New in Symphony: Top 10 Subscriptions: FTP File Retrieval Reasons to Upgrade Now! Analytics Station and Web Reporter: Breakthrough The latest Symphony enhancements have some- the Future is (Almost) Here After looking for ways to simplify the EDI invoicing thing for everyone! The product management Yes, they are on their way! Analytics Station is the upgrade process for our EBSCO periodical subscriptions, team will cover the latest Symphony enhancements path for Director’s Station sites and offers unprecedented we were able to work with SirsiDynix Customer along with how the new Blue Cloud clients will data analysis in the Cloud for all SirsiDynix Customers. Web Support to create a script that allowed us to suc- work with Symphony. Reporter just gets more and more powerful for ad hoc re- cessfully retrieve an EBSCO invoice via FTP. We Audience: Symphony porting and presentation ready analysis and communication. will share this script and all of the steps involved Friday, 11:15 am–12:15 pm, Ballroom C Audience: General in setting up the purchase orders, vendor record, and reports required to create the EDI invoice in Friday, 11:15 am–12:15 pm, Ballroom A Presenters: Melissa Kulmer, Product Manager, WorkFlows. Note: We purchased the EDI module Ranny Lacanienta, Director of ILS Product separately from SirsiDynix several years ago and Presenter: Nathan Guinn, Director of Product Management, SirsiDynix Management, SirsiDynix have been using it successfully for EDI invoicing of Baker and Taylor book invoices. Z39.50, OAI-PMH, and Single Search: Automating and Customizing Your Audience: Symphony Configuring a Discovery Interface Horizon Notices Friday, 11:15 am–12:15 pm, 150 D–F The Enterprise next-gen catalog from SirsiDynix The Seattle Public Library dramatically improved Presenters: Terry Oparanozie, Head of can be used as a single-search portal for perform- our daily Horizon notice processes using a com- Acquisitions; Linda Meyer, Head of Access ing federated searching across Z39.50 enabled bination of macros, SQL, and scripts. This also Services, Sam Houston State University databases and can include OAI compliant database allowed us to create whole new types of email metadata in its indexing. This presentation will notices, such as hold pickup reminders, with just a demonstrate how to configure Enterprise to be a few extra lines of code. We’ve even automated and Symphony System Administration discovery system capable of searching several outsourced our paper notices. This talk will cover (UNIX) Sharing Session databases, including major vendors such as EBSCO, the various tools and methods we use to compile The session moderator will lead participants in GALE, OCLC, OVID, Project MUSE, and ProQuest. and send notices to our patrons. a discussion of common issues for administrators Z39.50 connection information will be provided Audience: Horizon of topics pertaining to SirsiDynix Symphony running and is extendable to systems other than Enterprise. on various UNIX/Linux OS servers. Using a DSpace repository as an example, the Friday, 11:15 am–12:15 pm, Ballroom B presenter will also demonstrate how to configure Audience: Symphony Presenters: Nathan Cosgray, Systems Analyst; discovery indexing for OAI compliant databases that Emily Morton-Owens, Library Applications & Friday, 11:15 am–12:15 pm, 151 G can be harvested and indexed by Enterprise. Systems Manager, The Seattle Public Library Presenter: Pat Beers System Administrator / ILS Audience: General Coordinator, Johnson County Library Developing and Implementing an Friday, 11:15 am–12:15 pm, Ballroom D Online Payment System Using Wells The Art of the Workaround Presenter: Steven K. Bowers, Executive Director, Detroit Area Library Network (DALNET) Fargo CyberSource at Stanford Symphony API tips, tricks, and troubleshooting for University Libraries beginners. Stanford schools, centers and departments that ac- Audience: Symphony cept credit cards for products or services are called “Stanford Merchants.” Stanford Merchant accounts are Friday, 11:15 am–12:15 pm, 151 A–C centrally managed by the Stanford Treasurer who rec- Presenter: Joel Hahn, Lead Cataloger, Niles Public ommends several merchant account processing meth- Library District/CCS Consortium ods. For simplicity of implementation and compliance with university policies, Stanford University Libraries chose to use the Wells Fargo Gateway (CyberSource) Hosted Order Page and tie it into Symphony eLibrary using Apache CGI, Perl, KSH, and the Symphony API. Audience: General Friday, 11:15 am–12:15 pm, 150 G Presenters: Joshua Greben, Library Systems Programmer & Analyst; Sarah Seestone, Assistant Head of Access Services, Stanford University

16 COSUGI 2013 Annual Conference Get the

1:45–2:45 pm Horizon Update: SLATE: New User Interface (UI) Design Staying on Top of the Game at SirsiDynix Data Transfer between ILS and Horizon just keeps getting better! Join the Product Have you ever wondered why user interfaces in Discovery Layers Management team to learn about the latest Horizon products from the same company sometimes With the increase use of external discovery layers enhancements, including how the new Blue Cloud resemble jigsaw puzzles? Join Ashley and Hyrum in academic libraries, updating the records and clients will work with Horizon. to learn how SirsiDynix is conquering the puzzle and streamlining and simplifying our UI in our latest customizing the interfaces of these discovery Audience: Horizon layers become interesting topics to many libraries. products. This session will also cover principles The presentation will address how to catch all Friday, 1:45–2:45 pm, Ballroom B and examples that you can use to review and improve local websites. added, edited, shadowed, discarded, deleted, as Presenters: Brent Thompson, Product Manager; well as e-book deletion records in the local system, Ranny Lacanienta, Director of ILS Product Audience: General and how to create daily updating files automatically based on the requirements of different discovery Management, SirsiDynix Friday, 1:45–2:45 pm, Ballroom D layers, such as EBSCO EDS or Paratext RU. Migrat- Presenters: Hyrum Denney, User Interface and ing customizations of the local library catalog Implementing RDA: a Panel Discussion Graphic Designer, Ashley Barney, Graphic and Web into some discovery layers will also be discussed, Ask the experts about planning for RDA (Resource Designer, SirsiDynix including displaying interactive floor maps and Description and Access) including record updates, placing holds directly from EBSCO EDS interface. record sources, staff training and more. Symphony Circulation Sharing Session Audience: Symphony Audience: General The session moderator will lead participants in a Friday, 1:45–2:45 pm, Ballroom A Friday, 1:45–2:45 pm, Ballroom C discussion of common Symphony Circulation issues. A short update will be provided on enhance- Presenter: Hongfei Li, Systems and Cataloging Presenters: John Attig, Authority Control ment requests. Librarian, University of the Fraser Valley Librarian, Penn State University; Karen Anderson, Authority Control Librarian, Backstage Library Audience: Symphony Help for Your Help Desk: a Panel Works; Kay Dunker, Systems Librarian, Valley Friday, 1:45–2:45 pm, 151 A–C Discussion Library Consortium; Ranny Lacanienta, Director of ILS Product Management, SirsiDynix; Carol Presenter: Jennifer Falkowski, Information Pick the collective brain of our panel of experts Services Manager, Southern Maryland Regional on anything to do with Help Desk case tracking Love, Marketing Representative, MARCIVE, Library Association systems, knowledge bases, phone systems, remote Inc; Robert Maxwell, Special Collections and connections to and control of PCs, and more. Ancient Languages Catalog Librarian/Genre/Form Authorities Librarian, Brigham Young University Using a Traditional OPAC as a Tool for Audience: General Patron-Driven Acquisitions Friday, 1:45–2:45 pm, 150 G Locally Hosted Enterprise and Patron-driven acquisition has been a hot topic Presenters: Migell Acosta, Interim Assistant Director, Customizations among academic libraries for quite a while. Public Information Systems, County of Los Angeles Public libraries could use the same concept to establish Southern Tier and North Country Library Systems a direct link between their vendors’ offerings Library; Ken Adams, Director, Montana Shared both host their Enterprise Catalogs locally. This and their patrons’ requests. Shortgrass Regional Catalog; Jeff Arnold, Information Technology, Charlotte session will include an overview of their virtualized Library attempted to adapt the e-Library OPAC as Mecklenburg Library; Cathy Sicard, Assistant Director, environments along with a presentation of various an interface for the patron-driven acquisition. The LOUIS: The Louisiana Library Network; Jon Solomon, customizations done to the catalog using custom presentation will explain both the technical side of ILS Administrator, Douglas County Libraries javascript and php. the project, the changes that it required in the local Audience: Symphony and regional workflows, and the results we have received so far. Friday, 1:45–2:45 pm, 151 G Audience: General Presenters: Stephen Gaines, Web Services, North Country Library System; Ken Behn, Information Friday, 1:45–2:45 pm, 151 D–F Technology Consultant, Southern Tier Library Presenter: Anton Chuppin, Library Technology System Manager, Shortgrass Library System

COSUGI 2013 Annual Conference 17 Friday, March 15 Program Descriptions

3:15–4:15 pm Discovery Layers: a Panel Discussion On the Edge of RDA Ask our panel of experts anything to do with a Learn how one Horizon consortium is dealing with Blue Cloud Marketplace: variety of Discovery Layer products including Enter- challenges of RDA (Resource Description and Ac- Acquisitions Reimagined prise/Portfolio, EBSCO Discovery Service, cess). Changes in the Horizon system, in HIP, and From selection through receipt and invoicing, and VuFind. in cataloging policies will be covered. from auto-loading carts to x.12 and Edifact, from Audience: General Audience: Horizon traditional print to electronic resources, SirsiDynix is building tomorrow’s Acquisitions system with Friday, 3:15–4:15 pm, Ballroom C Friday, 3:15–4:15 pm, 151 A–C Blue Cloud Marketplace. Learn how Marketplace Presenters: Steve K. Bowers, Executive Director, Presenters: Kay Dunker, Systems Librarian, Valley can save time and money for every library. Detroit Area Library Network (DALNET); Lisa Library Consortium; Jon Brooks, Senior Support Audience: General Broughman, Systems Administrator, Lynchburg Analyst, SirsiDynix Information Online Network; Michael Englebrecht, Friday, 3:15–4:15 pm, Ballroom A Library Automation Systems Analyst, Charlotte UNIX Tips and Tricks for Symphony Presenter: David King, VP Product Management Mecklenburg Library; Kendal Orrison, Reaching Administrators and Team, SirsiDynix Across Illinois Library System, Director, Resource If you are not so adept at the UNIX command prompt and Sharing Alliance NFP; Kevin Smith, Digital Library you’re running SirsiDynix Symphony on an AIX, HPUX, Collection Inventory Using an Manager, Wake County Public Libraries; Jon Linux or Solaris server, this session is for you. The pre- Inventory Company and Solomon, ILS Administrator, Douglas County senters will provide practical examples using UNIX utilities Symphony Reports Libraries; Mike Waugh, Systems Librarian, LSU like grep, awk, sed and find. The presenters will also Libraries, Middleton Library Learn how Jacksonville Public Library has used the share a simple shell script or two. All examples revolve services of a retail inventory company to inven- around getting information from files and processes as- tory their 21-branch collection. The program will Getting the Edge by Automating the sociated with the SirsiDynix Symphony application. include the RFP process for selecting a vendor, Discard Process Audience: Symphony working with the vendor to get the right data, the One way to “get the edge” is through innovation, but Friday, 3:15–4:15 pm, 151 D–F scanning process, and the Symphony reports used innovation often gets pushed to the right as we try to reconcile the data after the inventory. and cope with all our time-consuming daily tasks. Presenters: Bret Parker, Senior Systems Analyst, Audience: Symphony One of those tasks is discards. Edmonton Public MLIS, City of Stockton; Mark Witteman, Library Library (EPL) spent 5 hours a week on discards, Consortium Analyst, LOUIS: The Louisiana Friday, 3:15–4:15 pm, Ballroom D but through automation we were able to reduce Library Network Presenters: Lynn Jacobson, Bibliographic this to nearly zero, giving us more time to further Systems and Access Manager; Alisha LeVasseur, innovate. Removing human intervention has made Upgrades, Platform Migrations, Senior Librarian for Integrated Library Systems, the process faster, more accurate and has presented SirsiDynix Cloud Services and More! the library with a wealth of new data about what we Jacksonville Public Library throw away – data that is fed back to Acquisitions, We’ve got you covered whether you are planning a Circulation and Billing. The process of discards has small version upgrade or need to move to new hard- Consulting Services: moved from a monotonous costly chore to an excit- ware or SirsiDynix Cloud Services. Join us to discuss From Basics to Platinum ing opportunity for cost savings. In this presentation practical planning and implementation details. Did you know that you can take advantage of ex- we will show you what gains we have made, how Audience: General pert SirsiDynix Consulting Services to simplify your we achieved these gains, and share with you some workflows, create time-saving automated routines, ideas for related future innovations. Friday, 3:15–4:15 pm, Ballroom B customize your public interface, learn about APIs Audience: Symphony Presenters: Berit Nelson, VP Library Relations and Web Services and more? Even better, you can and Team; Tracy Moyers, Director, Product Friday, 3:15–4:15 pm, 151 G save yet more time and money by taking advantage Implementation, SirsiDynix of Platinum Services for consulting and other Presenters: Andrew Nisbet, ILS Administrator; popular services. Chris Stoddart, ILS Administrator, Edmonton 4:30–5:30 pm Audience: Symphony Public Library Friday, 3:15–4:15 pm, 150 G COSUGI Business Meeting & Raffle Presenters: Margaret Pelfrey, Supervisor of Friday, 4:30–5:30 pm, Ballroom C Implementation Consulting; Kat Stephens-Diggs, Board reports,introduction of the incoming 2013-2014 Senior Implementation Consultant, SirsiDynix COSUGI Board, raffle, and discussion of new business. Presenter: Tim Rowley, Chair, Customers of SirsiDynix Users Group, Inc.

18 COSUGI 2013 Annual Conference Get the

Photographs courtesy of the Salt Lake City Convention and Visitors Bureau.

COSUGI 2013 Annual Conference 19 Saturday, March 16 Program Schedule

8:15–9:15 am 9:30–10:00 am 11:00 am–12:00 pm

Ask SirsiDynix Ballroom A Consortia Sharing Session Buy It Now: Help Your Fine-tuning Your Symphony: 8:15 am–4:00 pm and SIG Meeting Community Help You! Using System Administration Tools to Customize WorkFlows Room 150 B–C Audience: General Audience: General Joel Hahn, Lead Cataloger, Niles Public Library Eric Keith, VP of Marketing and Business Audience: Symphony District/CCS Consortium; Karla Smith, ILS Development, SirsiDynix Brenda Cameron, Library Systems Manager, Manager, Winnefox Library System Internet/Print Area Fort Vancouver Regional Library District 9:15 am–1:45 pm Ballroom B Working with BISAC as an Cloud 9 Cataloging: Forums and SPPs: Oh My! Exhibit Hall Alternative Classification Just the Basics Audience: General Ballroom E–J in Symphony Audience: General David King, VP Product Management and Audience: Symphony Ranny Lacanienta, Director of ILS Product Team, SirsiDynix Sponsored by EnvisionWare Phyllis Worrall, Bibliographic Services Management, SirsiDynix Manager, Shortgrass Library System

Visit the Exhibits! Ballroom C Getting Ready for RDA: Ideas, eResource Central: Patron Trends and 9:15 am–1:45 pm Strategies, and Resources Just the Basics Promoting Your Library Audience: General Audience: General Audience: General No Conflict Time Richard A. Stewart, Cataloging Supervisor, Dain Berrett, Product Manager, SirsiDynix Eric Keith, VP of Marketing and Business 10:00–11:00 am Indian Trails Library District (Wheeling, IL) Development, SirsiDynix Exhibit Hall Ballroom E–J Ballroom D Blue Cloud Admin: SirsiDynix Surveys: Gathering SirsiDynix Forecast: Blue Cloud Centralize Your Management! and Using Your Input Platform and Technical Update Audience: General Audience: General Audience: General Morning Break Melissa Kulmer, Product Manager; Scott Wheelhouse, SVP Operations, SirsiDynix Talin Bingham, Chief Technology Officer; 10:00–10:30 am Ashley Barney, Graphic and Web Designer Sheridan Richey, VP Software Engineering; Scott Wheelhouse, SVP Operations, SirisiDynix Exhibit Hall Ballroom E–J 150 G SPP and Beta Testing: Is It Really Horizon System Administration When Weeding Becomes a Better Together? Best Practices Necessity Audience: General Audience: Horizon Audience: General Rachel Bowell, Release Manager, SirsiDynix SirsiDynix Senior Support Staff Robert Bremer, Library Director, Nicholls State University of Louisiana; Karen Cook, Recorder of Documents, State Library of Louisiana

151 A–C USC Libraries - HOMER Beta Symphony System Horizon SMS Text Messaging - (SirsiDynix Enterprise) Administration Best Practices Getting Started Audience: Symphony Audience: Symphony Audience: Horizon Ryan Edwards, ILS Librarian, USC Libraries SirsiDynix Senior Support Staff Marlene Johannes, System Administrator, Municipal Library Consortium of St Louis County; Brent Thompson, Product Manager, SirsiDynix

151 D–F Using SQL Advantage to Write Web Reporter: a Few Cool Things Using Enterprise as a Web Site Custom Reports for Horizon Audience: General Audience: General  Breaks Audience: Horizon SirsiDynix Senior Support Staff Melinda Chesbro, Content Management George Marck, Lead Applications Technical Director, Fort Vancouver Regional Library Analyst,Detroit Area Library Network(DALNET) District

151 G Symphony Reports Support Portal and Mentor Stump the Chumps: Sharing Session Audience: General Symphony Q&A Audience: Symphony Reed Farnsworth, Customer Support Training Audience: Horizon Natalie Palermo, Assistant Director for Coordinator; Berit Nelson, VP Library Joel Hahn, Mark Witteman, John Wohlers, Technical Services, LSU Law Library Relations, SirsiDynix Kendal Orrison*

Ask SirsiDynixAsk Exhibits *Presenter titles/institutions listed in full program description on following pages.

20 COSUGI 2013 Annual Conference Get the

12:00–1:00 pm 1:30–2:30 pm 3:00–4:00 pm 4:30–5:30 pm

Lunch Ballroom A Blue Cloud: eResource Central 1.0: Closing and 12:00–1:00 pm Coming to a PAC Near You Features and Functionality SirsiDynix Repeated: Thursday, 1:30–2:30 pm Repeated: Friday, 8:15–9:15 am Executive Exhibit Hall Audience: Symphony Audience: General Ballroom E–J David King, VP Product Management and Team, Dain Berrett, Product Manager, SirsiDynix Q & A SirsiDynix 4:30–5:30 pm Visit the Exhibits! Ballroom B Help Your Community Help You! Horizon: It’s All Views – Redux Ballroom B 9:15 am–1:45 pm Audience: General Audience: Horizon Join the SirsiDynix executive Eric Keith, VP of Marketing and Business Development, Jeremy Newville, Senior Trainer, SirsiDynix staff for an open Q&A session No Conflict Time SirsiDynix and get answers straight from 1:00-1:30 pm company leaders. Whether you Ballroom C Using MarcEdit as a Tool to Prepare Integrating Stackmaps into e-Library have specific queries about Exhibit Hall the Bibliographic Database for RDA Audience: Symphony products, operations, plans for Ballroom E–J the future, or other topics, this Audience: General Denis Galvin, ILS Supervisor; Mang Sun, Systems Librarian, Rice University will be a great opportunity for Bruce Compton, System Analyst, Helen Hall Library you to get the answers to your Afternoon Break burning questions. 2:30–3:00 pm Presenters: North Foyer Bill Davison Ballroom D The Life and Lessons of Steve Jobs Mobile Apps: Chief Executive Officer Salt Palace [email protected] Audience: General One Institution’s Experience Convention Center Talin Bingham Karen Niemla, Asst. Professor & General Reference Audience: General Chief Technology Officer Librarian, University of Louisiana at Monroe / LOUIS: James Harpe, Applications Developer, Topher [email protected] The Louisiana Library Network Schlatter, IT Supervisor, Allen County Public Library Eric Keith Vice President of Marketing and 150 G One Card – Creating a Making the Product Help Work for You! Strategic Alliances [email protected] State Wide Consortium Audience: General David King Audience: General Garrett Winn, Documentation and Translation Vice President of Product Kathy Haese, Systems & Project Librarian & LMS Supervisor and Team, SirsiDynix Management Systems Admin, Onkaparinga Libraries & Public [email protected] Library Services, and South Australian Public Sheridan Richey Libraries Network Vice President of Software 151 A–C Horizon Circulation and Symphony Academic Reserves Development [email protected] Cataloging Sharing Session Sharing Session Berit Nelson Audience: Horizon Audience: Symphony Vice President of Library Relations Lynn Chandler Bertino, Digital Librarian, Wake County Gloria Shutter, Sr. Library Specialist, HACC [email protected] Public Libraries Scott Wheelhouse Senior Vice President of 151 D–F Extend your System with Application Tagging! It Is Not Just for Operations Programming Interfaces (APIs) and Graffiti Artists! [email protected] Web Services Audience: Symphony Audience: Symphony Mary Daubenspeck, Systems Librarian, Margaret Pelfrey, Supervisor of Implementation SCILS Consortium Consulting; Kat Stephens-Diggs, Senior Implementation Consultant, SirsiDynix  Exhibits Breaks 151 G Symphony Cataloging Sharing Session PocketCirc: You are Now Free to Audience: Symphony Move Around the Library Kelli Staley, Circulation, Collection and Computer Audience: General Services, Lansing Public Library Ranny Lacanienta, Director of ILS Product Management, SirsiDynix unch l SirsiDynix Q&A

COSUGI 2013 Annual Conference 21 Saturday, March 16 Program Descriptions

8:15–9:15 am SPP and Beta Testing: Is it really Using SQL Advantage to Write Custom better together? Reports for Horizon Blue Cloud Admin: You’ve probably heard of our Strategic Partner and Do you need to write a custom report using SQL Centralize Your Management! Beta Testing programs—but have you wondered and are unsure of where to start? Do you need to SirsiDynix Blue Cloud offers new capabilities and what value they might provide? This session will check on where and how the data is stored? We ease of use for end users, library staff and even sys- address what the Strategic Partner and Beta Test- will look at the views and tables stored in Sybase tem administrators! Attend this session if you have ing programs do, the metrics on what has been to help you get started and create several reports ever dreamed of a day when you could manage all accomplished in the last 18 months, and how your from the bottom up. library can get involved. of your SirsiDynix staff and public policies, access Audience: Horizon rights and configurations from a single administra- Audience: General tive tool. We will discuss the upcoming Admin Client Saturday, 8:15–9:15 am, 151 D–F Saturday, 8:15–9:15 am, 150 G that will provide a centralized approach to managing Presenter: George Marck, Lead Applications everything from staff clients to BookMyne. SirsiDynix Presenter: Rachel Bowell, Release Manager, Technical Analyst,Detroit Area Library Blue Cloud Admin proves that less is more. SirsiDynix Network(DALNET) Audience: General Saturday, 8:15–9:15 am, Ballroom D Symphony Reports Sharing Session Working with BISAC as an Alternative The session moderator will lead participants in a Classification in Symphony Presenters: Melissa Kulmer, Product Manager; discussion of Symphony Reports issues. Ashley Barney, Graphic and Web Designer In response to a request from one of the members Audience: Symphony of our consortium, we decided to introduce the BISAC classification as an option in our system. Consortia Sharing Session Saturday, 8:15–9:15 am, 151 G and SIG Meeting The presentation will discuss the details of the Presenter: Natalie Palermo, Assistant Director for changes in the system configuration that we had to The session moderator will lead participants in Technical Services, LSU Law Library introduce to make both BISAC and Dewey Decimal a discussion of common issues for Symphony & Classification available to our member libraries. Horizon consortia as well as a brief update on the USC Libraries - HOMER Beta The presenter will also discuss the cataloging Symphony Consortia forum’s enhancement requests. workflow and how our cataloging procedures The Consortia SIG will also conduct its business (SirsiDynix Enterprise) changed to accommodate BISAC Classification. meeting and elections. USC Libraries describes how their Strategic Planning Audience: Symphony Task Force recommendations led to their deci- Audience: General sion to implement their new SirsiDynix Enterprise Saturday, 8:15–9:15 am, Ballroom B Saturday, 8:15–9:15 am, Ballroom A library catalog discovery layer (Homer beta) and Presenter: Phyllis Worrall, Bibliographic Services LibraryThing for Libraries Catalog Enhancements Presenters: Joel Hahn, Lead Cataloger, Niles Manager, Shortgrass Library System and Shelf Browse in the spring/summer of 2012. Public Library District/CCS Consortium; Karla Presentation includes a summary of Strategic Plan- Smith, ILS Manager, Winnefox Library System ning Task Force recommendations, a description of what issues Homer beta sought to address, existing Getting Ready for RDA: Ideas, known issues/concerns, as well as possible plans for Strategies, and Resources the future of Homer beta. We’ve been hearing and reading about RDA for a Audience: Symphony long time, but now that it’s about to be adopted by the Library of Congress, how do we make it a reality Saturday, 8:15–9:15 am, 151 A–C in our libraries? Libraries of various sizes and types, as well as vendors and consortia, have begun the Presenter: Ryan Edwards, ILS Librarian, USC Libraries process already, and we can all benefit from their experiences and from the many resources available. Learn about setting a timeline, planning and conducting a training program, available resources for learning about RDA, technical implementation, budgeting, getting the support of administrators and colleagues, and carrying out a transition to RDA that suits your organization and your public. Audience: General Saturday, 8:15–9:15 am, Ballroom C Presenter: Richard A. Stewart, Cataloging Supervisor, Indian Trails Library District (Wheeling, IL)

22 COSUGI 2013 Annual Conference Get the

9:30–10:00 am Support Portal and Mentor Forums and SPPs: Oh My! Who doesn’t need Support and Mentoring? We’ll The COSUGI Board and Enhancement Liaison Joel Buy it Now: cover many updates on the Portal and Mentor that will Hahn revamped the Enhancement process and so did Help Your Community Help You! make your job easier and your staff more productive. we! We will cover how customer enhancement suggestions have been coming to fruition faster than ever Make it easy for your community to purchase just Audience: General about anything and help the Library in the process. before via the forums, Strategic Partner Programs, Eric will cover the basics and success stories. Saturday, 9:30–10:00 am, 151 G and updated software release techniques. Audience: General Presenters: Reed Farnsworth, Customer Support Audience: General Saturday, 9:30–10:00 am, Ballroom A Training Coordinator; Berit Nelson, VP Library Saturday, 11:00 am–12:00 pm, Ballroom B Relations, SirsiDynix Presenter: Eric Keith, VP of Marketing and Presenter: David King, VP Product Management Business Development, SirsiDynix Symphony System Administration and Team, SirsiDynix Best Practices Cloud 9 Cataloging: Just the Basics Horizon SMS Text Messaging– Join us for a discussion on the nuts and bolts Who can resist a few more minutes on Cloud 9? A Getting Started of Symphony system administration. We’ll cover brief session on Cataloging in the Blue Cloud for the most critical “must do” items and discuss re- A step by step guide to implementing SMS text those who need a little more time. sources you can use if you need additional details. notices for your patrons on Horizon 7.5.2. Audience: General Audience: Symphony Audience: Horizon Saturday, 9:30–10:00 am, Ballroom B Saturday, 9:30–10:00 am, 151 A–C Saturday, 11:00 am–12:00 pm, 151 A–C Presenter: Ranny Lacanienta, Director of ILS Product Management, SirsiDynix Presenters: SirsiDynix Senior Support Staff Presenters: Marlene Johannes, System Administrator, Municipal Library Consortium of St eResource Central: Just the Basics Web Reporter: a Few Cool Things Louis County; Brent Thompson, Product Manager, SirsiDynix A quick review of eRC basics for those who missed We’ll cover a few nifty features and tricks to get you from the mundane to the magnificent. earlier presentations or would like one more look. Patron Trends and Promoting Audience: General Audience: General Your Library Saturday, 9:30–10:00 am, Ballroom C Saturday, 9:30–10:00 am, 151 D–F Join Eric to review important findings of recent end Presenter: Dain Berrett, Product Manager, SirsiDynix Presenters: SirsiDynix Senior Support Staff user surveys and what they mean to libraries in relation to the materials and services you offer. We Horizon System Administration will also discuss materials and methodology that Sirsi- Best Practices 11:00 am–12:00 pm Dynix provides you to more effectively promote Social Library, eResource Central and other end user-facing Join us for a discussion on the nuts and bolts of Fine-tuning Your Symphony: Using products. See how these tools can help make users Horizon system administration. We’ll cover the most System Administration Tools to aware of the services available to them and encour- critical “must do” items and discuss resources you age them to use those services! can use if you need additional details. Customize WorkFlows Audience: Horizon Have you ever wanted to make changes to WorkFlows Audience: General Saturday, 9:30–10:00 am, 150 G but thought it would be too difficult or time-consum- Saturday, 11:00 am–12:00 pm, Ballroom C ing? This session will highlight some simple things Presenters: SirsiDynix Senior Support Staff you can do to customize and make WorkFlows work Presenter: Eric Keith, VP of Marketing and for you. Learn how to add your own labels and logo, Business Development, SirsiDynix SirsiDynix Surveys: make the most out of user records with custom Gathering and Using Your Input extended information fields and keep the demograph- ics information current. We need your feedback and we have some new ways for you to tell us like it is! We’ll review our Audience: Symphony input tools and how your comments and ratings Saturday, 11:00 am–12:00 pm, Ballroom A help us make changes to serve you better. Audience: General Presenter: Brenda Cameron, Library Systems Manager, Fort Vancouver Regional Library District Saturday, 9:30–10:00 am, Ballroom D Presenter: Scott Wheelhouse, SVP Operations, SirsiDynix

COSUGI 2013 Annual Conference 23 Saturday, March 16 Program Descriptions

SirsiDynix Forecast: Blue Cloud When Weeding Becomes a Necessity Audience: General Platform and Technical Update How satisfactory weeding policies and procedures Saturday, 1:30–2:30 pm, Ballroom B Learn about SirsiDynix Blue Cloud and Hosting for large-scale rapid weeding of books, journals, and Presenter: Eric Keith, VP of Marketing and Services from a technical perspective. Senior government documents evolved in two academic Business Development, SirsiDynix technical and operations staff will discuss the latest libraries. One down-sized its monographs and serials technologies and offerings and forecast some of collections to facilitate a reclassification project and Horizon Circulation and the new possibilities that these platforms offer to to accommodate an additional special collection. The simplify everything from basic staff and public ac- other prepared to move its massive government docu- Cataloging Sharing Session cess to opportunities for test environments and more ments collection before a library renovation. The session moderator will lead participants in a sophisticated disaster recovery. Audience: General discussion of common circulation and cataloging issues in Horizon. Audience: General Saturday, 11:00 am–12:00 pm, 150 G Audience: Horizon Saturday, 11:00 am–12:00 pm, Ballroom D Presenters: Robert Bremer, Library Director, Saturday, 1:30–2:30 pm, 151 A–C Presenters: Talin Bingham, Chief Technology Nicholls State University of Louisiana; Karen Cook Officer; Sheridan Richey, VP Software Engineering; Recorder of Documents, State Library of Louisiana Presenter: Lynn Chandler Bertino, Digital Scott Wheelhouse, SVP Operations, SirsiDynix Librarian, Wake County Public Libraries 1:30–2:30 pm Stump the Chumps: Symphony Q&A One Card – Creating a State Wide Pick the collective brain of our panel of experts on Blue Cloud: Coming to a PAC Near You Consortium anything to do with SirsiDynix Symphony or Sirsi- Join SirsiDynix Product Management staff for a more In May 2012, South Australian Public Libraries went Dynix Medley products (BookMyne, etc.) detailed discussion about the SirsiDynix public inter- live with the first pilot libraries in an aggressive three year rollout to move to a one Library Management Audience: Symphony face roadmap. Libraries using HIP or e-Library won’t want to miss this session! System for all 134 public libraries in the state, includ- Saturday, 11:00 am–12:00 pm, 151 G ing 49 joint use libraries (school or Tafe and public). Audience: General Presenters: Joel Hahn, Lead Cataloger, Niles An agreed global suite of rules, allowing for local diversity was particularly important with the strong Public Library District/CCS Consortium; Mark Saturday, 1:30–2:30 pm, Ballroom A Repeated: Thursday 1:30–2:30 pm joint use focus of many libraries. The process in form- Witteman, Library Consortium Analyst, LOUIS: The ing, developing and configuring the consortium rules Louisiana Library Network; John Wohlers, Library Presenters: David King, VP Product Management was intensive and consultative involving feedback Technology Coordinator, Waubonsee Community and Team, SirsiDynix from the network. A strong theme of trust, respect College; Kendal Orrison, Director, Resource and the importance of relationships, with always the Sharing Alliance NFP Extend your System with Application view of the customer in mind has been the foundation Programming Interfaces (APIs) and on which the consortium has been built. Using Enterprise as a Web Site Web Services Audience: General Fort Vancouver needed to update both their website APIs and Web Services offer you the flexibility Saturday, 1:30–2:30 pm, 150 G and the underlying content management system. Find to extend your system to better meet local staff out how they were able to use the content features and end user needs. Two of SirsiDynix’s senior Presenters: Kathy Haese, Systems & Project of Enterprise to make an engaging web site with an consulting staff will discuss basic and more Librarian & LMS Systems Admin, Onkaparinga integrated catalog. sophisticated updates you can make and provide Libraries & Public Library Services, and South Audience: General examples of what some SirsiDynix customers Australian Public Libraries Network have accomplished. Saturday, 11:00 am–12:00 pm, 151 D–F Symphony Cataloging Sharing Session Audience: Symphony Presenter: Melinda Chesbro, Content Discussion of status of Cataloging Enhancements. Management Director, Fort Vancouver Regional Saturday, 1:30–2:30 pm, 151 D–F Opportunity for Cataloging staff in the audience to Library District Presenters: Margaret Pelfrey, Supervisor of share challenges and tips and tricks. Implementation Consulting; Kat Stephens-Diggs, Audience: Symphony Senior Implementation Consultant, SirsiDynix Saturday, 1:30–2:30 pm, 151 G Help Your Community Help You! Presenter: Kelli Staley, Circulation, Collection and Take advantage of new options in Enterprise and Computer Services, Lansing Public Library other public interfaces that expand your users’ access to materials and services while supporting library fund raising.

24 COSUGI 2013 Annual Conference Get the

The Life and Lessons of Steve Jobs Horizon: It’s All Views – Redux PocketCirc: You are Now Free to Move This lecture will be a historical and biographical study on By popular demand, Jeremy Newville will provide Around the Library Steve Jobs and will explore what we can learn from him– insight on use of MQ and SQL Views to customize and PocketCirc has been Re-Mobilized! Learn about both the good and the bad, along with a bibliographi- extend your Horizon system to meet your local needs. the latest updates designed to keep you modern cal overview of the major resources about him. He has Audience: Horizon and mobile. been the eminent visionary of computing for consumers and one of the most celebrated and successful business- Saturday, 3:00–4:00 pm, Ballroom B Audience: General men in American history. As information professionals, Saturday, 3:00–4:00 pm, 151 G Presenter: Jeremy Newville, Senior Trainer, the existence of Steve Jobs has had an immeasurably SirsiDynix Presenter: Ranny Lacanienta, Director of ILS large effect on us and our profession. Yet he was Product Management complex, described by many as ‘mercurial.’ He was not a Integrating Stackmaps into e-Library person one should emulate, but a person one should only Symphony Academic Reserves attempt to. His way of directing technology was simul- Learn how Rice University Library uses Stackmaps to Sharing Session taneously enhanced and hindered by his personality. help patrons find materials. The session will explain The session moderator will lead participants in a Audience: General integrating the code into e-Library and a mobile catalog. We will also discuss the challenges and suc- discussion of common Symphony Reserve issues. Saturday, 1:30–2:30 pm, Ballroom D cesses we have had with the product. Audience: Symphony Presenter: Karen Niemla, Asst. Professor & General Audience: Symphony Saturday, 3:00–4:00 pm, 151 A–C Reference Librarian, University of Louisiana at Saturday, 3:00–4:00 pm, Ballroom C Monroe / LOUIS: The Louisiana Library Network Presenter: Gloria Shutter, Sr. Library Specialist, Presenters: Denis Galvin, ILS Supervisor; Mang HACC Using MarcEdit as a Tool to Prepare Sun, Systems Librarian, Rice University the Bibliographic Database for RDA Tagging! It Is Not Just for Making the Product Help Work for You! Graffiti Artists! Have you ever wondered if your bibliographic database is ready for RDA? We’ll learn how to use the New products are bringing new types of help and How to use Information Desk (598) tagging for special “regular expressions” feature in MarcEdit together updates to existing help. Come learn what the Docu- assignments or programs such as reading lists, serial with MarcEdit’s task automation to find and correct mentation team has been doing to improve the help subjects, and more in the e-Library catalog to make existing data as well as automate continuing opera- to provide improved guidance for library staff and everyone’s life easier. end users. We’d also love to hear what you think and tions. Then, we’ll look at MarcEdit’s RDA Helper as a Audience: Symphony tool for converting bibliographic records to RDA. get your thoughts on some upcoming initiatives. Saturday, 3:00–4:00 pm, 151 D–F Audience: General Audience: General Presenter: Mary Daubenspeck, Systems Saturday, 1:30–2:30 pm, Ballroom C Saturday, 3:00–4:00 pm, 150 G Librarian, SCILS Consortium Presenter: Bruce Compton, System Analyst, Helen Presenter: Garrett Winn, Documentation and Hall Library Translation Supervisor and Team, SirsiDynix 4:30–5:30 pm Mobile Apps: Closing and SirsiDynix Executive Q&A 3:00–4:00 pm One Institution’s Experience Join the SirsiDynix executive staff for an open Q&A eResource Central 1.0: Features This session will begin with a demo of the apps session and get answers straight from company and Functionality developed at ACPL and what we’ve learned through leaders. Whether you have specific queries about the process. Then we will open up the session to a products, operations, plans for the future, or other Join us to learn how far eResource Central has come discussion of experiences that library professionals topics, this will be a great opportunity for you to get since it was announced at last year’s COSUGI confer- have had with the development of mobile apps. We the answers to your burning questions. ence! eResource Central makes end user discovery will make our code available to any developers that Thursday, 4:30–5:30 pm, Ballroom B and use of electronic resources from participating are interested. third parties a breeze while simplifying related man- Presenters: Bill Davison, Chief Executive Officer; Audience: General agement for staff. Talin Bingham, Chief Technology Officer; Eric Audience: General Saturday, 3:00–4:00 pm, Ballroom D Keith, Vice President of Marketing and Strategic Alliances; David King, Vice President of Product Saturday, 3:00–4:00 pm, Ballroom A Presenters: James Harpe, Applications Developer; Management; Sheridan Richey, Vice President Repeated: Friday, 8:15–9:15 am Topher Schlatter, IT Supervisor, Allen County Public Library of Software Development; Berit Nelson, Vice Presenter: Dain Berrett, Product Manager, SirsiDynix President of Library Relations; Scott Wheelhouse, Senior Vice President of Operations, SirsiDynix

COSUGI 2013 Annual Conference 25 Exhibitor Map

Ballroom E–J

Backstage EnvisionWare

SirsiDynix Unique Library Technologies

Comprise MARCIVE

Bibliotheca Ingram iTeam Computype BayScan

Baker & TALKING- 3M ChiliFresh Rasmussen Taylor tech

Brodart Bowker D-Tech Midwest Photographs courtesy of the Salt Lake City Convention and Visitors Bureau.

26 COSUGI 2013 Annual Conference Get the 2013 Exhibitors

3M Library Systems ��207 Bowker, a ProQuest Company. ��208 We provide RFID, Self-Service, Security, Automated Materials Handling and Bowker is the leading provider of global book information and decision-support- eBook Lending Services. solutions. 3M Center Building 225-4N-14, St. Paul, MN 55144 Peder Christensen P: (800) 328-0067 F: (651) 736-0033 630 Central Avenue, New Providence, NJ 07973 www.3m.com/us/library P: (877) 340-2400 F: (727) 771-6217 www.bowker.com Backstage Library Works ��411 RDA Services | Authority Control | Cataloging | Database Cleanup | Record Brodart. ��210 Enrichment | Reclassification | Digitization | Microfilming | On-site RFID tagging. Brodart provides online collection development and ordering tools that interface Becca Wiederhold with your ILS supporting EDI transactions. 533 East 1860 South, Provo, UT 84606 John Sommers P: (800) 288-1265 F: (801) 356-8220 500 Arch Street, Williamsport, PA 17701 www.bslw.com P: (570) 326-2461 x 6546 F: (570) 651-1635 www.brodart.com Baker & Taylor/YBP ��211 Baker & Taylor, Inc. is a global information and entertainment services company ChiliFresh ��205 offering print and digital books, and entertainment products along with value- Global patron interaction. Patron Book Reviews, Social Networking and Refer- added services to libraries, educational institutions and retailers. ence Desk Chat all from inside the Online Catalog. Jan Anderson Ann-Marie Breaux Scott Johnson Renee Chastain Scott Crawford 2111 East Santa Fe, Suite 105, Olathe, KS 66062 2550 W. Tyvola Rd., Suite 300, Charlotte, NC 28217 P: (917) 508-6739 P: (704) 998-3100 F: (704) 998-3316 www.chilifresh.com www.baker-taylor.com Comprise Technologies ��305 BayScan Technologies ��302 Comprise provides PC access management (SAM) and PCI compliant payment Self-checkout, RFID, Hold slip printing, digital signage, spine label printing management to libraries. and more. Diane Weinberger Kevin Brown 1041 Route 36, PO Box 425, Navesink, NJ 07752 33549 E. Royalton Road, Columbia Station, OH 44028 P: (800) 854-6822 or (732) 291-3699 P: (877) 229-7226 F: (440) 748-9109 www.comprisetechnologies.com www.bayscan.com Computype ��304 Bibliotheca ��310 Spine printers & labels, cd/dvd & media tracking solutions, item barcodes, Bibliotheca is the premier developer and supplier of scalable self-checkout, asset tags. RFID, security, and AMH solutions for libraries. Jason Halling Kelly Hansen Jonathan Seitz Gail Wanner 2285 West County Road C, St. Paul, MN 55113 5000 Miller Court East, Norcross, GA 30071 P: (651) 635-1271 F: (651) 633-5580 P: (877) 207-3127 F: (877) 207-3129 www.computype.com www.bibliotheca.com

COSUGI 2013 Annual Conference 27 2013 Exhibitors

D-Tech International USA, LLC ��206 MARCIVE, Inc. ��303 D-Tech is a manufacturer of RFID, Self-Checkout, Vending and Sorting Systems Authorities processing, RDA services, Reclassification. Enrichment (TOC, Lexile). for the library market. Cataloging (govdocs, AV). ERIC MARC records. Conversion. Emmett Erwin Joan Chapa Carol Love 121 W. Morning Glory Road, Wildwood Crest, NJ 08260 PO Box 47508, San Antonio, TX 78265-7508 P: (609) 435-5846 P: (800) 531-7678 F: (210) 646-0167 www.d-techinternational.com www.marcive.com EnvisionWare �� 403 & 405 Midwest Tape ��202 EnvisionWare provides self service and library efficiency solutions to over Distributor and service provider for Library media. 10,000 libraries around the globe. Ed Altwies Randy Selhorst Mike Monk Ken Evans Danette Fullmer 6950 Hall Street, Holland, OH 43528 John Himes Steve Kraus P: (800) 875-2785 F: (800) 444-6645 Ted D’Alessandro Scott Fothergill EnvisionWare is the sponsor of the www.midwesttapes.com 2855 Premiere Parkway | Suite A Internet/Email/Print area. Duluth, GA 30097-5201 Rasmussen Software ��203 P: (678) 382-6500 F: (678) 382-6501 Specializes in versatile printing solutions and terminal emulation connections www.envisionware.com between Windows PCs and host systems. Bob Rasmussen John Huber Ingram Content Group ��308 10240 SW Nimbus Ave., Suite L9, Portland, OR 97223 Ingram Content Group Inc. is the world’s largest and most trusted distributor of physical and digital content. P: (503) 624-0360 F: (503) 624-0760 www.anzio.com Don Kaiser One Ingram Blvd., La Vergne, TN 37086 SirsiDynix ��309 P: (615) 213-7976 F: (615) 213-5288 SirsiDynix Technology Centre, 3300 N. Ashton Boulevard, Suite 500, www.ingramcontent.com Lehi, UT 84043 SirsiDynix is the sponsor P: (800) 288-8020 iTeam Resources, Inc. ��306 of the Opening Party on www.sirsidynix.com Computer reservation, print cost recovery, wireless printing, e-commerce library Thursday evening. cards, coinops, and card systems. Talkingtech ��209 PO Box 547651, Orlando, FL 32854-7651 TALKINGtech is a manufacturer of TM3 telephone patron notification and SMS. P: (678) 261-4002 F: (407) 835-7933 Sean Young Curtis Yeatman www.iteaminc.com 13785 Research Blvd., Suite 125, Austin, TX 78750 Library Technologies, Inc. ��402 P: (800) 631-0315 F: (512) 238-3001 Authority Control Services. Authority Express service for new catalog records and www.talkingtech.com Authority Update Processing to maintain all controlled bibliographic headings. Thomas F. Gilbert Unique Management Services ��404 Recovering overdue materials, and helping libraries with phone based 2300 Computer Ave., Suite D19, Willow Grove, PA 19090-1736 customer service. P: (800) 795-9504 F: (215) 830-9422 Rob Klaus Unique Management Services www.librarytech.com is the sponsor of the Friday 119 E Maple Street, morning coffee break. Jeffersonville, IN 47130 P: (800) 879-5453 F: (812) 280-2149 www.unique-mgmt.com

28 COSUGI 2013 Annual Conference Get the

Join us for COSUGI 2014

Photos courtesy of Detroit Convention and Visitors Bureau. Photos by: Bill Bowen

May 15–17, 2014 Detroit, MI

COSUGI 2013 Annual Conference 29