Welcome

Welcome to COSUGI 2015 and beautiful Portland!

We are so excited you have decided to join us for what promises Farrell, Chair-Elect, and Lynn Bertino, Immediate Past Chair, to be a fantastic conference. forged ahead without me during this time. I truly appreciate all their efforts. The Conference Committee, comprised of Kelli What an exciting time to be a customer of SirsiDynix, and Staley, Conference Chair, Lori Berg, Conference Chair-Elect, a member of COSUGI. This past year has been full of Pia Jones of ICM Event Management, Rachell McConkie of exciting product announcements by SirsiDynix. COSUGI, in SirsiDynix, and Chair-Elect Sean Farrell as advisor, have done a partnership with SirsiDynix, is blazing new technology trails phenomenal job putting together a top-notch slate of sessions. with SirsiDynix product releases that we thought might never Without their undying attention to detail, and organizational materialize. These products have opened up a whole world skills this conference would not be possible. I would also like of possibilities. The BLUEcloud Suite of products appear to to thank the employers of all the board members. Not only for have endless growth potential and possibilities. BLUEcloud allowing your employees to participate on this board, but for Analytics has the potential to provide enough data to make an also allowing the COSUGI board to consume many of our lives analyst’s head spin. It’s fantastic! BLUEcloud Cataloging, PAC, in short bursts of activity. If your employees weren’t allowed to and more. So many new things to learn about and tinker with. help build a better mouse trap, the mice would be winning.

The COSUGI board has also been working diligently to blaze I would like to thank the whole SirsiDynix Team for working new trails in our working relationship with the SirsiDynix with us and all of your customers to provide better service by team. I am very happy to report that the last few years have opening the lines of communication. You have allowed us all to cultivated a relationship between the company and the users vent our frustrations, and actually listened to what we’ve had to group that is unsurpassed by any other. Bill Davison, Eric Keith, say. You followed these discussions with an almost immediate Berit Nelson, and the rest of the SirsiDynix team have been response in most areas. It has been refreshing to work with eager to entertain our ideas, listen to our complaints, and make such an eager group of people. changes within the organization that have forged a bond I hope continues on with future generations. Lastly, I’d like to thank all of you, the COSUGI members, for making the past year a success. Without you, these trails to When you take into consideration that COSUGI, as one group, new beginnings could not be blazed. You have been more than is only about 6 years old, we have been a model users group generous sharing your experiences and ideas with the entire that is ready and willing to make and test changes as situations membership, and working together to forge ahead with gusto. I change, as products change, and as technology changes. As long hope you enjoy the conference, and I hope you are able to take as we continue on this path we will continue to Blaze New Trails. some time to enjoy the beautiful city of Portland! It’s been a great year! I would like to personally thank the COSUGI Board members for their dedication to the cause. Every member of this board has been very passionate about every decision made and every topic discussed. The entire board was patient with me when I Angie Strait had to take a few weeks off to deal with a family illness and Sean COSUGI Chair 2014-15

COSUGI 2015 Annual Conference 1 Information

Table of Contents Event Staff 1 Welcome from COSUGI Chair ICM event staff will be stationed at tables in foyers outside meeting 3 Meeting Rooms rooms. Look for tables with the teal “Event Staff” banners. Staff will be able to provide any assistance you may need. 4 Welcome from SirsiDynix CEO 5 COSUGI Customer Appreciation Event 6 Monday Schedule and Descriptions Message Board 10 Tuesday Schedule and Descriptions A message board is located near the registration desk and is available for your use during the conference. You are welcome to leave a 16 Wednesday Schedule and Descriptions message for another attendee on the message board. Other general 22 Exhibitor Information conference announcements or job ads may be posted.

Conference Information Ask SirsiDynix Room Locations listed are in the Hilton Portland & Executive Tower New this year! General knowledge staff present all day with additional expert “office hours.”All topics welcome any time. Directors Suite, Level: 3 Registration Desk Monday, March 30 1:30 pm–4:00 pm Plaza Foyer, Plaza Level Experts: 1:30–2:30 pm API, System Backup, Web Services Sunday, March 29, 4:00 pm–7:00 pm Experts: 2:30–3:30 pm Training/Mentor, Enterprise Stump Monday, March 30, 7:00 am–5:30 pm the Chump Tuesday, March 31, 8:00 am–3:00 pm Tuesday, March 31 8:00 am–4:30 pm Exhibits Experts: 9:30–10:30 am Backup, Symphony Stump the Chump, Grand II/Foyer, Ballroom Level Horizon SQL Monday, March 30, 7:00–8:30 am & 1:00-5:00 pm Experts: 10:30–11:30 am Horizon Stump the Chump, Horizon SQL Tuesday, March 31, 9:00 am–5:00 pm Experts 1:45–2:45 pm Training/Mentor Wednesday, April 1, 8:00 am–12:00 pm Wednesday, April 1 8:00 am–10:45 am; 11:45 am–4:15 pm Internet/Print Area Experts: 9:30–10:30 am Backups Experts: 1:00–2:00 pm API, Backups Sponsored by EnvisionWare Experts: 2:00–3:00 pm Horizon Stump the Chump, Grand Foyer, Ballroom Level Symphony Stump the Chump

Conference Welcome and SirsiDynix COSUGI Business Meeting and Raffle Opening Session Grand I, Ballroom Level Grand Ballroom I, Ballroom Level Tuesday, March 31, 4:30–5:30 pm Monday, March 30, 9:00 am–12:15 pm SirsiDynix Executive Q&A Opening Reception Grand I, Ballroom Level Sponsored by SirsiDynix Wednesday, April 1, 10:45–11:45 am Portland Art Museum, Kridel Grand Ballroom 1219 SW Park Avenue., Portland Conference Ends Monday, March 30 6:00–9:00 pm Wednesday, April 1 , 4:15 pm

Credits COSUGI 2015 conference logo by Bryan Wolf www.bryan-wolf.com Book design by Liz Burnett www.schlegelbageldesign.com 2 COSUGI 2015 Annual Conference Meeting rooms

COSUGI 2015 Annual Conference 3 SirsiDynix welcome

Welcome to Portland and COSUGI 2015!

Historically, Portland has been the destination of some of the This is an amazing time to be part of the information industry. most famous trails in our country’s history. This year it serves From the global surge of digital content to the tsunami of as the destination for each of you to experience BLUEcloud! mobile adoption, it is both an exciting and challenging time Join us in blazing the BLUEcloud technology trail leading to the for libraries everywhere. Smartphones, tablets, ebooks, most powerful and intuitive products we have ever developed. and eContent have forever changed the way we discover and consume information. These devices transform users’ We remain focused on the theme and direction of the past few expectations about what services a library should offer. The years: BLUEcloud is real and we want all of you to experience BLUEcloud Library Services Platform provides the solid it! I mentioned to my executive team that it feels great NOT foundation that will keep your libraries and staff on solid footing to have some major new direction or product initiative to at the center of your community’s mindshare for decades to announce. Instead, we are working steadily, consistently, yet come as the role of libraries continues to evolve. aggressively, to deliver the best library automation products the industry has ever seen. The BLUEcloud Library Services Whether you’re on Horizon or Symphony, BLUEcloud is for Platform gives you a new, powerful, open, state-of-the-art, you. And thanks to the magic of cloud architecture and web browser-based system that doesn’t require data migration or services, you don’t have to “go” to BLUEcloud. The BLUEcloud operational risk. And as I mentioned last year, many of the trail comes directly to you: no migration, and no need to BLUEcloud products come as part of your regular maintenance abandon the cherished functionality of your existing system. payments! We want you to enjoy solid value for your BLUEcloud is truly the best of all worlds. maintenance dollars. On behalf of the SirsiDynix team, I want to recognize and thank We’ve seen exponential growth not only in the number of the COSUGI Board for all the work they put into the user group BLUEcloud products being used, but also in the number of and hosting this great event every year. It’s a monumental task you taking advantage of them in your libraries. Enterprise, and we sincerely appreciate their efforts. Thank you for being MobileCirc, eResource Central, Analytics, BLUEcloud here with us and being our partners as we move full speed ahead. Cataloging and PAC are just some of the new products in use at hundreds of libraries. We’re committed to keeping that growth rate: this past year we’ve hired over 40 additional software development professionals to accelerate the delivery of the Bill Davison BLUEcloud vision! SirsiDynix Chief Executive Officer

4 COSUGI 2015 Annual Conference

Monday, March 30

Daylong 7:30–8:30 am 9:00–9:30 am 9:30 am–12:15 pm

7:00 am–5:30 pm First Time Conference Opening Session: Experience BLUEcloud! Registration Attendees’ Welcome Grand Ballroom I, Ballroom Level Plaza Foyer, Plaza Level Breakfast Grand Ballroom I, Join Bill Davison and the SirsiDynix executive team as we blaze the Skyline II, 23rd Floor Ballroom Level 7:00–8:30 am BLUEcloud technology trail in Portland! Last year we brought you closer to the reality of BLUEcloud. This year we invite you to experience BLUEcloud. 1:00–5:00 pm Prior reservation Opening comments With your help, BLUEcloud products have gone from development to Visit the Exhibits! required. and welcome by Angie Strait, pilot and on to production. Get the very latest developments on all the Grand II/Foyer, Chair, Customers BLUEcloud products from SirsiDynix management, our talented product Ballroom Level of SirsiDynix managers, and a variety of wonderful SirsiDynix customers who are Users Group, Inc. actively using and benefiting from the amazing power of the BLUEcloud. 7:00–8:30 am (COSUGI) and Find out what’s available to you today as well as exciting, new features 1:00–5:00 pm Assistant Director, coming in 2015. Every trail brings an experience. Are you ready? Internet/Print Area Cabell County Public Library Grand Foyer, Ballroom Level 10:30–10:50 am Sponsored by EnvisionWare Morning Break Grand Foyer, Ballroom Level

Scan this QR code with your smartphone for access to the COSUGI conference app. http://my.yapp.us/COSUGI2015

6 COSUGI 2015 Annual Conference Schedule

12:15–1:15 pm 1:30–2:30 pm 2:45–3:45 pm 3:45–9:00 pm

Lunch Visit the Exhibits! Galleria Coming Soon to Your Horizon Discover the Northwest Passage 1:00–5:00 pm North System! with MobileCirc! Ballroom Audience: Horizon Audience: Horizon Grand II/Foyer Level Track: Horizon Track: Circulation Ballroom Level Brent Thompson, Product Manager, Ranny Lacanienta, Director of Product SirsiDynix Management, SirsiDynix Included with your Pavilion Opening Party COSUGI Conference Enterprise Sharing Session Stump the Chumps: Horizon Q&A East 6:00–9:00 pm registration. Audience: General Audience: Horizon Plaza Track: Discovery Track: Horizon Sponsored by SirsiDynix Hilton Exhibit Hall (not Level Lori Berg, Systems Administrator, St. Louis See presenter titles/institutions listed in Portland Arts Museum COSUGI exhibit hall), Public Library full program description Ballroom Level Broadway New Developments in RFID Self- The Best Passage: BLUEcloud I-III Service Platform and Technical Update Plaza Audience: General Audience: General Level Track: Circulation Track: Admins/General Interest David Tuttle, Senior Market Consultant, Sheridan Richey, VP Engineering and SirsiDynix Product Management, SirsiDynix

Parlor Spread the Word: Using Putting a New Face on Your Format A-C spreadsheets to streamline data Facet Ballroom entry into Symphony WorkFlows Audience: General Level Audience: Symphony Track: Discovery Track: Cataloging Rosemary Groenwald, Head of Technical See presenter titles/institutions listed in full Services, Mount Prospect Public Library program description

Galleria Symphony Basic Administration Where Do I Even Start?! Designing South Audience: Symphony & implementing a clean-up and Ballroom Track: Admins/General Interest maintenance plan for Symphony – a Level Aaron Oldroyd, Customer Support novice’s perspective. (SirsiDynix Engineer II and other Senior Staff, Scholarship winner.) SirsiDynix Audience: Symphony Track: Blazing Trails Alexandra Felton, Electronic Resources Librarian/ILS Administrator, Cochise College Libraries

Pavilion What’s Circulating in the BLUEcloud Cataloging – Bringing West BLUEcloud? Features, Functionality & the Futures Plaza Audience: General Audience: General Level Track: Blazing Trails Track: Cataloging Melissa Kulmer, Product Manager, SirsiDynix Melissa Kulmer, Product Manager, Repeats Tues. @ 3:15 SirsiDynix

Grand 1 Securing Your Organization – Coming Soon to Your Symphony Ballroom Advanced Tips System! Level Audience: General Audience: Symphony Track: Admins/General Interest Track: Admins/General Interest Ben Card, Information Security Officer, Berit Nelson, VP Library Relations, SirsiDynix SirsiDynix COSUGI 2015 Annual Conference 7 monday, March 30

9:00–9:30 am 1:30–2:30 pm Audience: General Track: Circulation Monday 1:30–2:30 pm Conference Welcome Securing Your Organization – Broadway I-III, Plaza Level Monday 9:00–9:30 am Advanced Tips Presenter: David Tuttle, Senior Market Consultant, SirsiDynix Grand Ballroom I, Ballroom Level User privacy is vital! Avoid becoming the latest

Opening comments and welcome by Angie Strait, organization to be raked over the coals because Chair, Customers of SirsiDynix Users Group, Inc. confidential data ended up in the wrong hands. You Enterprise Sharing Session (COSUGI) and Assistant Director, Cabell County have limited time and budget to address security, Bring your wishes, desires, and issues involving Public Library so how will you protect your data? Using the latest Enterprise. Let’s talk about it. information, let us help you prioritize your efforts General and identify the best methods for protecting your Audience: Discovery 9:30 am–12:15 pm data in 2015! Track: Monday 1:30–2:30 pm Audience: General Pavilion East, Plaza Level Opening Session: Track: Admins/General Interest Presenter: Lori Berg, Systems Administrator, St. Experience BLUEcloud! Monday 1:30–2:30 pm Louis Public Library Grand 1, Ballroom Level Monday 9:30 am–12:15 pm Presenter: Ben Card, Information Security Officer, Grand Ballroom I, Ballroom Level SirsiDynix Spread the Word: Using spreadsheets Join Bill Davison and the SirsiDynix executive to streamline data entry into team as we blaze the BLUEcloud technology trail Symphony WorkFlows in Portland! Last year we brought you closer to the Coming Soon to Your Horizon System! reality of BLUEcloud. This year we invite you to We’ll review recent Horizon releases and preview When the County of Los Angeles Public Library experience BLUEcloud. With your help, BLUEcloud upcoming capabilities in Horizon with some upgraded their ILS system from DRA Classic to products have gone from development to pilot and BLUEcloud discussion for good measure. Symphony WorkFlows, processing staff were thrilled on to production. Get the very latest developments to be able to use the “Add Ordered Items to Catalog” on all the BLUEcloud products from SirsiDynix Audience: Horizon wizard UNTIL the World Book Encyclopedia was management, our talented product managers, and Track: Horizon received. Using that wizard to add 90 copies with a variety of wonderful SirsiDynix customers who Monday 1:30–2:30 pm 22 volumes was excruciatingly slow and frustrated are actively using and benefitting from the amazing Galleria North, Ballroom Level the staff. To solve the problem, the processors power of the BLUEcloud. Find out what’s available to Presenter: Brent Thompson, Product Manager, entered Item IDs, holding codes and prices into you today as well as exciting, new features coming in SirsiDynix a spreadsheet. Using MarcEdit and the “bibload 2015. Every trail brings an experience. Are you ready? report,” the items were created in WorkFlows. Symphony Basic Administration After this success, other uses benefited from this Opening presentation Are you a new administrator or perhaps would just process such as by uploading periodical orders; • Bill Davison, SirsiDynix CEO like a basic refresher? Join us for the Symphony the bibliographic and item data for 700+ Kindles • Eric Keith, VP of Marketing and Strategic admin essentials! distributed among 28 libraries; and correcting a Alliances duplicated barcodes issue. In addition, a spreadsheet Audience: Symphony is used to load budget amounts for over 1500 Followed by product presentations Track: Admins/General Interest funds at the start of each fiscal year. The County • Sheridan Richey, VP Software Development Monday 1:30–2:30 pm of Los Angeles Public Library has 85 regional and Galleria South, Ballroom Level • Julie Williamsen, Product Manager, Universal community libraries, one institutional library and Presenter: Aaron Oldroyd, Customer Support Admin three bookmobiles. It has a service area of over Engineer II and other Senior Staff, SirsiDynix 3,000 square miles and a service population of over • Nate Berrett, Product Manager, BLUEcloud 3,000,000 residents. As of June 30, 2013, annual Analytics circulation was over 15,300,000 and over 7,300,000 • Melissa Kulmer, Product Manager, BLUEcloud New Developments in RFID reference questions were answered. Technical Cataloging, BLUEcloud Circulation Self-Service Services adds nearly 500,000 items per fiscal year. • Ranny Lacanienta, Director, Product A review of new RFID products and functionality Audience: Symphony Management geared towards advancing RFID self-service even Track: Cataloging • Dain Berrett, Product Manager, eResource Central further, like RFID enabled shelves for returns Monday 1:30–2:30 pm and inventory, library remote RFID lockers, AV • Jackie Ramos, Product Manager, BookMyne, Parlor A-C, Ballroom Level dispensing and new item acquisition receipt. And Enterprise, BLUEcloud PAC Presenters: Melody Holzman, Interim Head, we’ll look at the development path for further Technical Services, County of Los Angeles Public • Rick Branham, VP of Global Accounts and integration of RFID with the SirsiDynix circulation Library; SophiaWang, Head, Materials Management Academic Initiatives client and how the return on your RFID investment Team, County of Los Angeles Public Library; David • Carla Clark, Product Manager, BLUEcloud will not only enhance service to your patrons but Mill, Information Systems Supervisor I, County of Campus also shore up your bottom line. Los Angeles Public Library

8 COSUGI 2015 Annual Conference Programs

What’s Circulating in the BLUEcloud? Coming Soon to Your Symphony Audience: General Development for BLUEcloud Circulation is under System! Track: Discovery way! Join this session to learn about planned Monday 2:45–3:45 pm first-release functionality, interface design, We’ll review recent Symphony releases and preview Parlor A-C, Ballroom Level and opportunities to join our Strategic Partner upcoming capabilities in Symphony with some Presenter: Rosemary Groenwald, Head of Programs for Circulation. BLUEcloud discussion for good measure. Technical Services, Mount Prospect Public Library Audience: General Audience: Symphony Track: Blazing Trails Track: Admins/General Interest BLUEcloud Cataloging – Bringing Monday 2:45–3:45 pm Monday 1:30–2:30 pm Features, Functionality & the Future Pavilion West, Plaza Level Grand 1, Ballroom Level Repeated: Tues 3:15–4:15 pm Presenter: Berit Nelson, VP Library Relations, BLUEcloud Cataloging is available for Horizon Presenter: Melissa Kulmer, Product Manager, SirsiDynix and getting new features every month! We’ll cover SirsiDynix current capabilities and take a look at upcoming features like expanded merge, authority control and Discover the Northwest Passage with browse searching in BLUEcloud. MobileCirc! 2:45–3:45 pm Audience: Symphony MobileCirc frees you to explore the needs of your Track: Cataloging The Best Passage: BLUEcloud end users whether they are in the library, out and Monday 2:45–3:45 pm about the campus or community, or blazing the Pavilion West, Plaza Level Platform and Technical Update technology trail in search of more efficient ways Presenter: Melissa Kulmer, Product Manager, BLUEcloud is here! Join us for an update on to get things done. This session will focus on SirsiDynix SirsiDynix’s technology trailblazing over the past MobileCirc for Horizon libraries. year with focus on the technologies, architecture Audience: Horizon and technical underpinnings that make up Where Do I Even Start?! Designing Track: Circulation BLUEcloud and why they matter. Monday 2:45–3:45 pm & implementing a clean-up and Audience: General Galleria North, Ballroom Level maintenance plan for Symphony—a Track: Admins/General Interest Presenter: Ranny Lacanienta, Director of Product novice’s perspective. (SirsiDynix Monday 2:45–3:45 pm Management, SirsiDynix Scholarship winner.) Broadway I-III, Plaza Level Presenter: Sheridan Richey, VP Engineering and What do you do when your Symphony database Product Management, SirsiDynix Putting a New Face on Your is out of control? The Cochise College Libraries Format Facet implemented Symphony (then Unicorn) in the summer of 2000. Since that time, the perennially Stump the Chumps: Horizon Q&A We heavily customized our format facet in short-staff libraries did not have anyone who Enterprise because we weren’t happy with Pick the collective brain of our cavalcade of had both the knowledge and time to act as ILS the SirsiDynix out-of-the box format facet administrator. As a result of minimal maintenance panelists on anything to do with the Horizon family configuration. I’ve also included a link to our catalog of products. and too many people with too much access, so you can look closer at the custom format facet the Cochise College Libraries were left with a Audience: Horizon we created. I will outline all the steps we took to Symphony database that was, frankly, a mess. Items, Track: Horizon create this custom format facet starting with the users, staff access, inventory—every area was out of Monday 2:45–3:45 pm somewhat complicated custom MARC map we control and in desperate need of an overhaul. Alex Pavilion East, Plaza Level created, etc. and explain the how and whys of each Felton will talk about her experience implementing Presenters: Michael Engelbrecht, Library step. Session will include lots of screenshots, as well a clean-up and maintenance plan, starting out with Automation Systems Analyst, Charlotte as all of the MARC conditions we used in setting minimal Symphony experience (and complete Mecklenburg Library; Kay Dunker, Systems this up and then also include the JavaScript and panic) and ending up as Symphony administrator. Librarian, Valley Library Consortium; Lisa Lee HTML content that we used to link our custom Broughman, Systems Administrator, Lynchburg format icons to our custom format facet. http:// Audience: Symphony Information Online Network ; Kevin Smith, mtpros.ent.sirsi.net/client/defaulthttp://mtpros. Track: Blazing Trails Senior Manager for Technology, Wake County ent.sirsi.net/client/default Format Include/Exclude: Monday 2:45–3:45 pm Public Libraries; Phil Feilmeyer, Integrated Library Books (336976) DVDs (24473) E-books (16837) Galleria South, Ballroom Level System Manager, Hennepin County Library; Lynn Music CDs (16523) Large Type (10985) Audiobooks Presenter: Alexandra Felton, Electronic Resources Chandler Bertino, Library Systems Manager, Wake on CD (10141) E-audiobooks (8942) Periodicals Librarian/ILS Administrator, Cochise College County Public Libraries (1882) Video Games (1324) Playaways (765) Blu- Libraries rays (513) Online Reference (430) Software (380) Music Scores (355) Toys (345) Kits (200) Maps and Atlases (193) Art Prints (176) E-Journals (106) Microform (75) Playaway View (55) Mixed Materials (2) Fewer Collapse All

COSUGI 2015 Annual Conference 9 tuesday, March 31

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

Galleria Best Practices: Backups and Restores Tools Administrators (and Others) Use Guides for the Technology Trail: Support North Audience: General Audience: General Center, Training and Mentor Updates Ballroom Track: Admins/General Interest Track: Blazing Trails Audience: General Level Todd Roelens, Senior Technical Advisor, Lynn Chandler Bertino, Library Systems Track: Admins/General Interest SirsiDynix Manager, Wake County Public Libraries Rebecca Muller, Instructional Designer, SirsiDynix; Reed Farnsworth, Knowledge Base Analyst, SirsiDynix

Pavilion BLUEcloud Universal Admin: Symphony: Roadmaps, Strategic BLUEcloud Universal Admin: Get All East Get All Your Ducks in a Row Partner Programs and Development Your Ducks in a Row Plaza Audience: Horizon Processes Audience: Symphony Level Track: Horizon Audience: Symphony Track: Admins/General Interest Julie Williamsen, Product Manager, SirsiDynix; Track: Admins/General Interest Julie Williamsen, Product Manager, Melissa Kulmer, Product Manager, SirsiDynix Ranny Lacanienta, Director of Product SirsiDynix; Melissa Kulmer, Product Management, SirsiDynix; Rachel Bowell, Manager, SirsiDynix Release Manager, SirsiDynix

Broadway Library Services Platforms: The New Hennepin County Library RDA? Authority control? Lexiles? Keep I-III The New Library Systems Catalog, Part 1 – Overview and your database current and help your end users find all of your resources with Audience: General Demonstration Plaza SirsiDynix Data Services Level Track: Admins/General Interest Audience: General Audience: General Steven K. Bowers, Executive Director, Track: Horizon Track: Cataloging DALNET (Detroit Area Library System) Phil Feilmeyer, Integrated Library System Manager, Hennepin County Library Tracy Moyers, Director of Product Implementation, SirsiDynix

Parlor Electronic Resource Central: What’s in a (Web) Service? What’s in a (Web) Service? A-C eRC Grows by Leaps and Bounds Audience: Symphony Audience: Horizon Ballroom Audience: General Track: Admins/General Interest Track: Horizon Level Track: Circulation Brent Thompson, Product Manager, Brent Thompson, Product Manager, Dain Berrett, Product Manager, SirsiDynix SirsiDynix SirsiDynix Repeats @ 3:15

Galleria Customizing Enterprise to Fit Online User Registration, Start to Finish Discover the Northwest Passage with South Your Needs at 3AM, no Special Coding Required MobileCirc! Ballroom Audience: General Audience: Symphony Audience: Symphony Level Track: Discovery Track: Circulation Track: Circulation Tyler Irvin, Technology Support Librarian, Kathy Maenle, Principal ILS Systems Ranny Lacanienta, Director of Product SELCO Coordinator, KCMO Management, SirsiDynix

Pavilion Efficiency of BLUEcloud Cataloging Going BLUEcloud with Enterprise, Going BLUEcloud with Enterprise, West Audience: Symphony Portfolio and Other Discovery Portfolio and Other Discovery Plaza Track: Cataloging Products! Products! Level Jennifer Marshall, Collections Manager, Audience: Horizon Audience: Symphony Pioneer Library System Track: Discovery Track: Discovery Jackie Ramos, Product Manager, SirsiDynix Jackie Ramos, Product Manager, SirsiDynix

Grand 1 Stump the Chumps: Symphony Q&A BLUEcloud Analytics: It’s All about BLUEcloud Analytics – A User’s Status Ballroom Audience: Symphony the Bass and the Treble Report Level Track: Blazing Trails Audience: General Audience: General See presenter titles/institutions listed in full Track: Admins/General Interest Track: Blazing Trails program description Nate Berrett, Product Manager, SirsiDynix See presenter titles/institutions listed in full Repeats @ 3:15 program description 10 COSUGI 2015 Annual Conference Schedule

Daylong 1:45–2:45 pm 3:15–4:15 pm 4:30–5:30 pm

8:00 am–3:00 pm COSUGI Business Galleria Increase Library Support with Electronic Resource Central: eRC Registration North Community Funded Services Grows by Leaps and Bounds Meeting and Plaza Foyer, Plaza Level Ballroom Audience: General Audience: General Raffle Level Track: Admins/General Interest Track: Discovery Grand 1 9:00 am–5:00 pm Eric Keith, VP Marketing, SirsiDynix; Dain Berrett, Product Manager, SirsiDynix Ballroom Level Internet/Print Area Justin Swain, Account Manager, SirsiDynix Grand Foyer, Ballroom Level Pavilion Symphony Cataloging Sharing Session BLUEcloud Analytics: It’s All about Sponsored by East Audience: Symphony the Bass and the Treble EnvisionWare Plaza Track: Cataloging Audience: General Level Joel Hahn, Database Manager, Cooperative Track: Admins/General Interest 9:00 am–5:00 pm Computer Services Nate Berrett, Product Manager, SirsiDynix Visit the Exhibits! Grand II/Foyer, Broadway Help Your Patrons Find Their Way BLUEcloud Acquisitions and Ballroom Level I-III Out of the Rabbit Holes in e-Library Marketplace: Taking Collection Plaza Audience: Symphony Development to New Heights 10:30–11:00 am Level Track: Discovery Audience: General Morning Break Mary Daubenspeck, Systems Librarian, Track: Cataloging Grand II/Foyer, Ballroom SCILS Consortium Mike Hilmo, Product Manager, SirsiDynix Level Repeats Wed. @ 2:00 10:30–11:15 am Parlor The New Hennepin County Library Horizon Basic Administration Exhibits A-C Catalog, Part 2 – Under the Hood Audience: Horizon No Conflict Time Ballroom Audience: Horizon Track: Admins/General Interest Grand II/Foyer, Level Track: Horizon Steve Christensen, Senior Support Analyst Ballroom Level Phil Feilmeyer, Integrated Library System and other Senior Staff, SirsiDynix Manager, Hennepin County Library 12:15–1:15 pm Lunch Galleria A Map, a Compass, and a SQLevate Horizon – A Query South Little Luck: tools, tips, and Discussion & Sharing Session Ballroom troubleshooting techniques for Audience: Horizon Level getting the most out of symphony Track: Horizon Audience: Symphony Lynn Chandler Bertino, Library Systems Track: Circulation Manager, Wake County Public Libraries; Included with your Brenda Cameron, Library Systems Michael Engelbrecht, Library Automation COSUGI Conference Coordinator, Fort Vancouver Regional Systems Analyst, Charlotte Mecklenburg registration. Library District Library Hilton Exhibit Hall (not COSUGI exhibit hall), Pavilion Extend your Symphony System Consortia Sharing Session and SIG Ballroom Level West with Application Programming Meeting Plaza Interfaces (APIs) and Web Services Audience: General 2:45–3:15 pm Level Audience: Symphony Track: Blazing Trails Afternoon Break Track: Blazing Trails Joel Hahn, Database Manager, Cooperative Grand II/Foyer, Ballroom Margaret Pelfrey, Manager of Training and Computer Services; Berit Nelson, VP Level Consulting, SirsiDynix Library Relations, SirisiDynix

Grand 1 From the Forums to the Roadmap What’s Circulating in the BLUEcloud? Ballroom Audience: General Audience: General Level Track: Admins/General Interest Track: Circulation See presenter titles/institutions listed in Melissa Kulmer, Product Manager, SirsiDynix full program description

COSUGI 2015 Annual Conference 11 tuesday, March 31

8:15–9:15 am Electronic Resource Central: Stump the Chumps: Symphony Q&A eRC Grows by Leaps and Bounds Pick the collective brain of our panel of experts Best Practices: Backups and Restores eRC is growing in every way imaginable: more use, on anything to do with SirsiDynix Symphony or SirsiDynix Medley products (BookMyne, Avoid roadblocks in your technology trail! We’ll more titles, more downloads, more vendors, more Enterprise, etc.) cover some of the most effective ways to keep your SirsiDynix interfaces! We’ll cover the basics and system forging ahead by ensuring that you know beyond in this session. Audience: Symphony best practices for backups and restores. Audience: General Track: Blazing Trails Tuesday 8:15–9:15 am Audience: General Track: Circulation Grand 1, Ballroom Level Track: Admins/General Interest Tuesday 8:15–9:15 am Presenter: Joel Hahn, Database Manager, Tuesday 8:15–9:15 am Parlor A-C, Ballroom Level Cooperative Computer Services; John Wohlers, Galleria North, Ballroom Level Repeated: Tues 3:15–4:15 pm Library Technology Coordinator, Waubonsee Todd Roelens, Senior Technical Advisor, Presenter: Dain Berrett, Product Manager, Presenter: Community College; Kendal Orrison, Director, SirsiDynix SirsiDynix Resource Sharing Allance NFP

BLUEcloud Universal Admin: Customizing Enterprise 9:30–10:30 am Get All Your Ducks in a Row to Fit Your Needs Universal Admin is your starting point for all things The Enterprise catalog is a great resource for BLUEcloud. We’ll discuss administrative and staff libraries to communicate with their patrons and BLUEcloud Analytics: It’s All present their resources. Some of the greatest functions in Universal Admin with a Horizon slant. about the Bass and the Treble Audience: Horizon resources are the Custom JavaScript file, access to the CSS themes, and widgets. This session will BLUEcloud Analytics is here! Analytics will give you Track: Horizon review uses such as getting alerts of outages out to the big picture on your library services and magnify Tuesday 8:15–9:15 am patrons via the catalog, allowing only certain items how even small adjustments may help you better Pavilion East, Plaza Level to have item-specific requesting, making Rooms meet the needs of your community. Presenter: Julie Williamsen, Product Manager, more versatile across profiles, and making links Audience: General SirsiDynix; Melissa Kulmer, Product Manager, search their related index. SirsiDynix Track: Admins/General Interest Audience: General Tuesday 9:30–10:30 am Track: Discovery Grand 1, Ballroom Level Library Services Platforms: Tuesday 8:15–9:15 am Repeated: Tues 3:15–4:15 pm The New Library Systems Galleria South, Ballroom Level Presenter: Nate Berrett, Product Manager, Presenter: Tyler Irvin, Technology Support SirsiDynix Library systems are progressing from traditional Librarian, SELCO Integrated Library Systems (ILS) to new Library Services Platforms (LSP). This presentation will The New Hennepin County Library explore the common components of new and Efficiency of BLUEcloud Cataloging Catalog, Part 1 – Overview and emerging LSPs, including system components We will be presenting the results of a study we and desired effects. Cloud-Computing, Multi- Demonstration are performing that compares the time it takes to Tenant systems, and Service Oriented Architecture Hennepin County Library spent 18 months catalog in Symphony Workflows vs. cataloging in (SOA) will be defined in non-technical terms so developing a new catalog from scratch, BLUEcloud Cataloging. that attendees can gain a basic understanding of finally launching in October. Get an in-depth the technology and purpose behind LSPs. The Audience: Symphony demonstration and hear all the gory details of presentation will end with a brief summary of Track: Cataloging what it’s like to design and build your own catalog. current and emerging systems, as well as provide Tuesday 8:15–9:15 am Highlights include super-responsive request and links to various websites for further exploration. Pavilion West, Plaza Level add-to-list buttons, real-time local availability, Presenter: Jennifer Marshall, Collections Manager, reader’s advisory information, full integration of Audience: General Pioneer Library System OverDrive downloadables, login with barcode/pin Track: Admins/General Interest or username/password, patron reviews, and much Tuesday 8:15–9:15 am more. Broadway I-III, Plaza Level Presenter: Steven K. Bowers, Executive Director, Audience: Horizon DALNET (Detroit Area Library System) Track: Horizon Tuesday 9:30–10:30 am Broadway I-III, Plaza Level Presenter: Phil Feilmeyer, Integrated Library System Manager, Hennepin County Library

12 COSUGI 2015 Annual Conference Programs

Symphony: Roadmaps, Strategic What’s in a (Web) Service? What’s in a (Web) Service? Partner Programs and Development Learn about how SirsiDynix Web Services play Learn about how SirsiDynix Web Services play Processes an integral role in the SirsiDynix Library Services an integral role in the SirsiDynix Library Services platform, BLUEcloud, and your Symphony system platform, BLUEcloud, and your Horizon system. What’s in a Symphony roadmap, anyway? We’ll discuss the roadmap process, strategic partner Audience: Symphony Audience: Horizon programs, development processes and how they all Track: Admins/General Interest Track: Horizon come together into a release. Tuesday 9:30–10:30 am Tuesday 11:15 am–12:15 pm Parlor A-C, Ballroom Level Parlor A-C, Ballroom Level Audience: Symphony Presenter: Brent Thompson, Product Manager, Presenter: Brent Thompson, Product Manager, Track: Admins/General Interest SirsiDynix SirsiDynix Tuesday 9:30–10:30 am

Pavilion East, Plaza Level Presenter: Ranny Lacanienta, Director of Product Tools Administrators BLUEcloud Universal Admin: Management, SirsiDynix; Rachel Bowell, Release Manager, SirsiDynix (and Others) Use Get All Your Ducks in a Row Using blat to send report logs. Blat runs on Universal Admin is your starting point for all things Windows, it’s simple to configure, and it’s free. If BLUEcloud. We’ll discuss administrative and staff Online User Registration, Start to you have a system that can schedule and create functions in Universal Admin with a Symphony slant. reports but isn’t able to email those reports, blat can Finish at 3AM, no Special Coding Audience: Symphony be a great tool. Using Evernote in your day, and then Required. Track: Admins/General Interest opening up the floor as a sharing session to trade Tuesday 11:15 am–12:15 pm Starting with online registration from Enterprise, information! and adding in a few pages from e-library and a PIN Pavilion East, Plaza Level Notice, Kansas City Public Library is able to allow Audience: General Presenter: Julie Williamsen, Product Manager, folks to sign-up for a library card, be minimally Track: Blazing Trails SirsiDynix; Melissa Kulmer, Product Manager, validated, place holds and download eResources, all Tuesday 9:30–10:30 am SirsiDynix at 3AM with no staff intervention. I’ll share all the Galleria North, Ballroom Level files that brought us through this process. Kind of Presenter: Lynn Chandler Bertino, Library Systems out of the box, since no special coding was used . Manager, Wake County Public Libraries Discover the Northwest Passage with MobileCirc! Audience: Symphony Track: Circulation MobileCirc frees you to explore the needs of your 11:15 am–12:15 pm Tuesday 9:30–10:30 am end users whether they are in the library, out and Galleria South, Ballroom Level about the campus or community, or blazing the technology trail in search of more efficient ways Presenter: Kathy Maenle, Principal ILS Systems Guides for the Technology Trail: Coordinator, KCMO to get things done. This session will focus on Support Center, Training and Mentor MobileCirc for Symphony libraries. Updates Audience: Symphony Going BLUEcloud with Enterprise, It’s easier to blaze the technology trail with the Track: Circulation Portfolio and Other Discovery Products! right tools! This session will ensure that you Tuesday 11:15 am–12:15 pm The discovery roadmap leads directly to have the right directions to all of the training, Galleria South, Ballroom Level BLUEcloud: Horizon sites can join us to explore documentation, solutions and collaborative options Presenter: Ranny Lacanienta, Director of Product the latest updates for Enterprise and Portfolio and that will allow you to make the most of your system. Management, SirsiDynix learn about the larger discovery roadmap for the Audience: General BLUEcloud architecture. Track: Admins/General Interest Going BLUEcloud with Enterprise, Tuesday 11:15 am–12:15 pm Audience: Horizon Portfolio and Other Discovery Products! Track: Discovery Galleria North, Ballroom Level Tuesday 9:30–10:30 am Presenter: Rebecca Muller, Instructional Designer, The discovery roadmap leads directly to BLUEcloud: Pavilion West, Plaza Level SirsiDynix; Reed Farnsworth, Knowledge Base Symphony sites can join us to explore the latest Presenter: Jackie McDonough, Product Manager, Analyst, SirsiDynix updates for Enterprise and Portfolio and learn about SirsiDynix the larger discovery roadmap for the BLUEcloud architecture. Audience: Symphony Track: Discovery Tuesday 11:15 am–12:15 pm Pavilion West, Plaza Level Presenter: Jackie McDonough, Product Manager, SirsiDynix

COSUGI 2015 Annual Conference 13 tuesday, March 31

RDA? Authority Control? Lexiles? 1:45–2:45 pm A Map, a Compass, and a Little Luck: Keep Your Database Current and tools, tips, and troubleshooting Help Your end Users Find All of From the Forums to the Roadmap techniques for getting the most out of Your resources with SirsiDynix Data A panel discussion on the current enhancement Symphony Services process, direction of SirsiDynix development A description of how we configure and use teams, strategies for BLUEcloud, and how the Would you like to improve the quality of your WorkFlows to meet the needs of our library. enhancement process is being integrated into the Horizon or Symphony bibliographic and authority Including tips for using Custom Policy Lists, User SirsiDynix roadmap. records? Do you need to add RDA or reading Access Policies, and Scheduled Reports to make life program information to your catalog (Lexile, Audience: General easier for staff. Also how to set up and configure SIP Accelerated Reader and Reading Counts)? Maybe Track: Admins/General Interest ports. Basic troubleshooting using the Scan History you have duplicate records in your current database. Tuesday 1:45–2:45 pm Log report and how to investigate notice problems. If yes, then please join us as we discuss services Grand 1, Ballroom Level Audience: Symphony designed to enhance the quality of your data. Our Presenter: Natalie Palermo, Assistant Director for Track: Circulation goal is to save time for your technical services Technical Services, Louisiana State University Law Tuesday 1:45–2:45 pm department and to help your patrons find your Center Library; representatives from SirsiDynix Galleria South, Ballroom Level material. We will be discussing the SmartSource Product Management Presenter: Brenda Cameron, Library Systems upgrade to BC Marc, enhancing bibliographic Coordinator, Fort Vancouver Regional Library records, authority processing services, RDA and our District reading program updates. All attendees will receive The New Hennepin County Library a free bibliographic data analysis report from Catalog, Part 2 – Under the Hood SirsiDynix–a $250 value. Help Your Patrons Find Their Way Out What does it take to build a catalog from scratch? of the Rabbit Holes in e-Library Audience: General This session will examine the various back-end Do your patrons find e-Library’s “0 Matches Found” Track: Cataloging systems and components that make up the new page almost useless? Our patrons complained Tuesday 11:15–12:15 pm Hennepin County Library catalog. Integration that it was a dead end. Also when someone finds Broadway I-III, Plaza Level points include indexing (Solr), authentication a list of titles, but they don’t contain what they Presenter: Tracy Moyers, Director of Product (LDAP), a home-grown Horizon API, as well as need, would you like to give them more options? Implementation, SirsiDynix several vendor APIs (NoveList, Syndetics, and This presentation shows how SCILS Consortium OverDrive) customized the “0 Matches Found” page in eLibrary to be more useful to patrons and added links that BLUEcloud Analytics – A User’s Audience: Horizon Track: Horizon carry over searches in “Continue Search in” in Status Report Tuesday 1:45–2:45 pm e-Library. Also it includes information capturing Where BLUEcloud Analytics stands right now from Parlor A-C, Ballroom Level searches using Google Analytics in the “Continue both Symphony and Horizon perspectives. What’s Presenter: Phil Feilmeyer, Integrated Library Search” if you use Google Analytics for collection in, what’s coming, and a discussion of what we all System Manager, Hennepin County Library development. want to see in this evolving product. Audience: Symphony Discovery Audience: General Increase Library Support with Track: Track: Blazing Trails Tuesday 1:45–2:45 pm Tuesday 11:15–12:15 pm Community Funded Services Broadway I-III, Plaza Level Grand 1, Ballroom Level Community Funded Services offer new ways to Presenter: Mary Daubenspeck, Systems Librarian, Presenter: Kendal Orrison, Director, Resource extend your Library’s reach into the community via SCILS Consortium Sharing Alliance NFP; Michael Engelbrecht, expanded access to materials, payment options and Library Automation Systems Analyst, Charlotte other services. Best of all, these services promote Mecklenburg Library library fund raising while they work! Symphony Cataloging Sharing Session The session moderator will lead participants in Audience: General a discussion of common Symphony Cataloging Track: Admins/General Interest issues. A short update will be provided on current Tuesday 1:45–2:45 pm enhancement requests. Galleria North, Ballroom Level Presenter: Eric Keith, VP Marketing, SirsiDynix; Audience: Symphony Justin Swain, Account Manager, SirsiDynix Track: Cataloging Tuesday 1:45–2:45 pm Pavilion East, Plaza Level Presenter: Joel Hahn, Database Manager, Cooperative Computer Services

14 COSUGI 2015 Annual Conference Programs

Extend your Symphony System with Horizon Basic Administration BLUEcloud Acquisitions and Application Programming Interfaces Are you a new administrator or perhaps would just Marketplace: Taking Collection (APIs) and Web Services like a basic refresher? Join us for the Horizon admin Development to New Heights essentials! APIs and Web Services offer you the flexibility to BLUEcloud Acquisitions and Marketplace are the extend your system to better meet local staff and Audience: Horizon passage to the future of Collection Development. end user needs. Join us to learn of projects you can Track: Admins/General Interest Join Mike Hilmo for the latest developments. consider, development community starting points Tuesday 3:15–4:15 pm Audience: General and a little Q&A time. Parlor A-C, Ballroom Level Track: Cataloging Presenter: Steve Christensen, Senior Support Audience: Symphony Tuesday 3:15–4:15 pm Analyst and other Senior Staff, SirsiDynix Track: Blazing Trails Broadway I-III, Plaza Level Tuesday 1:45–2:45 pm Repeated: Wed 2:00-3:00 pm Pavilion West, Plaza Level What’s Circulating in the BLUEcloud? Presenter: Mike Hilmo, Product Manager, Presenter: Margaret Pelfrey, Manager of Training SirsiDynix and Consulting, SirsiDynix Development for BLUEcloud Circulation is under way! Join this session to learn about planned for first release functionality, interface design, Consortia Sharing Session 3:15–4:15 pm and opportunities to join our Strategic Partner and SIG Meeting Programs for Circulation. The session moderator will lead participants in a Audience: General discussion of common issues for Symphony and BLUEcloud Analytics: It’s All about Track: Circulation Horizon consortia as well as a brief update on Tuesday 3:15–4:15 pm the Bass and the Treble the Symphony Consortia forum’s enhancement Grand 1, Ballroom Level requests. The Consortia SIG will also conduct its BLUEcloud Analytics is here! Analytics will give you Repeated: Mon 1:30–2:30 pm business meeting and elections. the big picture on your library services and magnify Presenter: Melissa Kulmer, Product Manager, how even small adjustments may help you better SirsiDynix Audience: General meet the needs of your community. Track: Blazing Trails Tuesday 3:15–4:15 pm Audience: General Electronic Resource Central: Pavilion West, Plaza Level Track: Admins/General Interest eRC Grows by Leaps and Bounds Presenter: Joel Hahn, Database Manager, Tuesday 3:15–4:15 pm Cooperative Computer Services ; Berit Nelson, VP Pavilion East, Plaza Level eRC is growing in every way imaginable: more use, Library Relations, SirisiDynix Repeated: Tues 9:30–10:30 am more titles, more downloads, more vendors, more Presenter: Nate Berrett, Product Manager, SirsiDynix interfaces! We’ll cover the basics and SirsiDynix beyond in this session. 4:30–5:30 pm

Audience: General SQLevate Horizon – A Query Track: Discovery Tuesday 3:15–4:15 pm COSUGI Business Meeting and Raffle Discussion & Sharing Session Galleria North, Ballroom Level A presentation/sharing session of useful SQL Repeated: Tues 8:15–9:15 am The Membership Business Meeting will include an queries and a discussion of resources like the Presenter: Dain Berrett, Product Manager, open forum for discussion and new ideas. The big SirsiDynix Developer Community and the SirsiDynix raffle will also take place throughout the meeting. Horizon-L listserv. You must be present to win! Audience: Horizon Tuesday 4:30–5:30 pm Track: Horizon Grand 1, Ballroom Level Tuesday 3:15–4:15 pm Presenter: Angie Strait, Chair, Customers of Galleria South, Ballroom Level SirsiDynix Users Group, Inc. Presenter: Lynn Chandler Bertino, Library Systems Manager, Wake County Public Libraries; Michael Engelbrecht, Library Automation Systems Analyst, Charlotte Mecklenburg Library

COSUGI 2015 Annual Conference 15 wednesday, april 1

Daylong 8:15–9:00 am 9:15–10:00 am 10:45–11:45 am

8:00 am–12:00 pm SirsiDynix Galleria Bike Lending Made Easy Using the Digital Signage Using Reserves and Internet/Print Area Executive Q&A North Library System Web Services Grand Foyer, Audience: General Ballroom Audience: Symphony Audience: Symphony Ballroom Level Level Track: Academic Track: Academic SirsiDynix Sponsored by Executive Team EnvisionWare Andy Gulati, Systems Librarian, Franklin & Teri Gallaway, Library Systems & Web Marshall College Coordinator, Loyola University New Orleans Grand 1, Ballroom Level 8:00 am–12:00 pm Pavilion Horizon Admin Sharing Session: Your Library Account Summary Visit the Exhibits! East Not Just for Admins Anymore! Audience: Symphony Grand II/Foyer, Plaza Audience: Horizon Track: Circulation 12:00–1:00 pm Ballroom Level Level Track: Horizon Pat Beers, ILS Coordinator / System Lunch 10:00–10:45 am Michael Engelbrecht, Library Automation Administrator, Johnson County Library Systems Analyst, Charlotte Mecklenburg Morning Break Library Grand II/Foyer, Ballroom Level Broadway Using OpenRefine to Analyze and Embedded Call Number Search I-III Clean Data from Symphony and Tools in e-Library e-Library Audience: Symphony Plaza Included with your Audience: Symphony Track: Discovery Level COSUGI Conference Track: Discovery Hongfei Li, Systems and Cataloging registration. Mike Waugh, Systems Librarian, LSU Libraries Librarian, University of the Fraser Valley Hilton Exhibit Hall (not Parlor Integration of collectionHQ with a Are You Using All the Bells and COSUGI exhibit hall), A-C Statewide Symphony Platform Whistles? Ballroom Level Ballroom Audience: Symphony Audience: Horizon Level Track: Cataloging Track: Horizon Robert Wetherall, State Data Coordinator, Jake Rundle, Collections Librarian, Hastings Delaware Division of Libraries Public Library 3:00–3:15 pm Galleria Instantaneous Gratification Is Not Réseau des bibliothèques de Afternoon Break South Good Enough l’Université de Moncton – Custom Plaza and Ballroom Audience: Symphony Ballroom projects (SirsiDynix Scholarship Foyers Level Track: Admins/General Interest winner.) See presenter titles/institutions listed in full Audience: Symphony program description Track: Admins/General Interest Lynn Bissonnette, ILS System Administrator, Université de Moncton

Pavilion Serial Sharing Session Symphony Reports Sharing Session West Audience: General Audience: Symphony Plaza Track: Serials Track: Admins/General Interest Level Lori Berg, Systems Administrator, St. Louis Natalie Palermo, Assistant Director Public Library for Technical Services, Louisiana State University Law Center Library

Grand 1 Consulting Services: from Basics to Symphony API Sharing Session Ballroom Platinum Audience: Symphony Level Audience: General Track: Blazing Trails Track: Blazing Trails Mark Witteman, Technical Consultant, Margaret Pelfrey, Manager of Training and LOUIS: The Louisiana Library Network Consulting, SirsiDynix

16 COSUGI 2015 Annual Conference schedule

1:00–1:45 pm 2:00–3:00pm 3:15–4:15pm

Galleria Academic Reserves Sharing Session Transitioning Libraries to Learning Dacapo: Enriching the Library Experi- North Audience: Symphony Commons – A Systems Approach ence with Historical Symphony Data Ballroom Track: Academic Audience: Symphony Audience: Symphony Level Gloria Shutter, Senior Library Specialist, Track: Academic Track: Blazing Trails Harrisburg Area Community College See presenter titles/institutions listed in full Scott Bertagnole, Library Developer, program description. Brigham Young University

Pavilion Symphony Circulation Sharing Online Patron Registration Two BLUEcloud Products Sharing East Audience: Symphony Ways: API vs Web Services Session Plaza Track: Circulation Audience: Symphony Audience: General Level Kathy Maenle, Principal ILS Systems Track: Circulation Track: Circulation Coordinator, KCPL Peter Brandt, Director Information Kelli Staley, Head of Circulation, Collection Technology, Palm Beach County Library & Computer Services, Lansing Public Library System; Gregory Testa, Systems Analyst II, Chesapeake Public Library

Broadway LibraryThing and Enterprise – BLUEcloud Campus: From Lists to BLUEcloud Campus: From Lists to I-III Enhancing the User Experience ERMs, Discovery and Beyond, We’ve ERMs, Discovery and Beyond, We’ve Plaza Audience: General Got You Covered. Repeats @ 3:15 Got You Covered. Level Track: Admins/General Interest Audience: General Audience: General Lori Berg, Systems Administrator, St. Louis Track: Admins/General Interest Track: Academic Public Library Carla Clark, Product Manager, SirsiDynix; Carla Clark, Product Manager, SirsiDynix; Rick Rick Branham, VP Global Accounts and Branham, VP Global Accounts and Academic Academic Library Initiatives, SirsiDynix Library Initiatives, SirsiDynix

Parlor Just Another Day in the Lab Extend Your Horizon System with Using the Horizon Database as a A-C Audience: General SQL and Web Services Source for Patron Authentication Ballroom Track: Blazing Trails Audience: Horizon Audience: Horizon Level Sean Farrell, Assistant Director, Library of Track: Horizon Track: Horizon Hattiesburg Petal & Forrest County Jeremy Newville, Consultant, SirsiDynix Janet Horne, Manager Library Systems, Vancouver Public Library

Galleria Using Horizon Web Services With EDI Case Study: How I Learned to Stop Symphony System Administration South an Open SourceDiscovery Layer. Worrying and Love EDI (Unix) Sharing Session Ballroom Audience: Horizon Audience: Symphony Audience: Symphony Level Track: Horizon Track: Acquisitions Track: Blazing Trails Kevin Smith, Senior Manager for Melissa Carle, Library Systems and Service Program Pat Beers, System Administrator / ILS Technology, Wake County Public Libraries Manager, The Kansas City Public Library Coordinator, Johnson County Library

Pavilion Customizing Enterprise Using jQuery BLUEcloud Acquisitions and BLUEcloud Cataloging – Bringing West Widgets Marketplace: Taking Collection Features, Functionality & the Future Plaza Audience: General Development to New Heights Audience: Horizon Level Track: Discovery Audience: General Track: Cataloging John Wohlers, Library Technology Track: Blazing Trails Melissa Kulmer, Product Manager, SirsiDynix Coordinator, Waubonsee Community College Mike Hilmo, Product Manager, SirsiDynix

Grand 1 Working 3 to 5: Implementing the Horizon: Roadmaps, Strategic Partner Web Services Sharing Session: Ballroom New Item Categories Programs and Development Processes Sparking New Ideas Level Audience: Symphony Audience: Horizon Audience: General Track: Cataloging Track: Horizon Track: Admins/General Interest Joel Hahn, Database Manager, Cooperative Ranny Lacanienta, Director of Product John Wohlers, Library Technology Computer Services Management, SirsiDynix; Rachel Bowell, Coordinator, Waubonsee Community College Release Manager, SirsiDynix COSUGI 2015 Annual Conference 17 wednesday, april 1

8:15–9:00 am Serials Sharing Session APIs and Web Services and more. Even better, Serials in Symphony and Horizon will be discussed. you can save yet more time and money by taking Have issues? Let’s talk! advantage of Platinum Services for consulting and Bike Lending Made Easy Using the other popular services Library System Audience: Symphony Track: Serials Audience: General Franklin & Marshall College is using our Symphony Wednesday 8:15–9:00 am Track: Blazing Trails system to catalog and circulate bicycles for our Pavilion West, Plaza Level Wednesday 8:15–9:00 am Bike Loan program. Many considerations went into Presenter: Lori Berg, Systems Administrator, St. Grand 1, Ballroom Level establishing this process, including types of bikes. Louis Public Library Presenter: Margaret Pelfrey, Manager of Training Now after two successful school terms, we can and Consulting, SirsiDynix share what we’ve learned about the process. Audience: Symphony Using OpenRefine to Analyze and Track: Academic Clean Data from Symphony and 9:15–10:00 am Wednesday 8:15–9:00 am e-Library Galleria North, Ballroom Level OpenRefine is a free, open source tool that is Digital Signage Using Reserves and Andy Gulati, Systems Librarian, Presenter: great for working with messy data. Learn how to Web Services Franklin & Marshall College use OpenRefine to analyze your data, to clean up This session describes Loyola University New your data and to match your data to other data Orleans desire to create digital signage to display Horizon Admin Sharing Session: Not sets. Examples will include data extracted from equipment and library room availability. This Symphony reports (standard and custom reports) Just for Admins Anymore! project was accomplished using the Reserves and e-Library web logs. module, Web Services and a little bit of JavaScript, Seasoned veterans and Horizon rookies come Audience: Symphony HTML, and CSS. together to share their successes and lingering issues. Track: Discovery Spent some time in the BLUEcloud? Tell us about it. Audience: Symphony Wednesday 8:15–9:00 am Can’t figure out a problem? We are here to help. Track: Academic Broadway I-III, Plaza Level Wednesday 9:15–10:00 am Audience: Horizon Presenter: Mike Waugh, Systems Librarian, LSU Galleria North, Ballroom Level Horizon Libraries Track: Presenter: Teri Gallaway, Library Systems & Web Wednesday 8:15–9:00 am Coordinator, Loyola University New Orleans Pavilion East, Plaza Level Presenter: Michael Engelbrecht, Library Integration of collectionHQ with a Automation Systems Analyst, Charlotte Statewide Symphony Platform Are You Using All the Bells and Mecklenburg Library The workshop will feature a case study of more Whistles?

than 50 multitype libraries in Delaware utilizing Horizon has some pretty neat bells and whistles, but Instantaneous Gratification Is Not a collectionHQ account to maximize efficiency. knowing all of them and seeing them in a working Through the application of evidence based selection, Good Enough context is sometimes akin to pulling teeth. This Delaware libraries are able to better serve all Delaware session will be a working demonstration by a few The Kansas City, Kansas Public Library just residents. The State of Delaware provides the libraries on some of the neat things that Horizon launched its eCommunity web site. Register for an Delaware Library Catalog, a statewide ILS (Symphony) has the capability to do, but maybe haven’t had eCard and immediately get access to our eContent which includes all public libraries in Delaware, as someone show you just how it’s done and you don’t without ever stepping foot in the library. We’ll share well as many academic, school and special libraries. have the time to learn it all on your own. A few the philosophy and mechanics of the creation and Combining this with collectionHQ helps libraries specific items: self-service checkout, batch print success of this step toward lowering the barriers to provide excellent service to their patrons. spine label, user self registration (through HIP or access for our patrons. Audience: Symphony Enterprise) and long-term circ history. Other topics Audience: Symphony Track: Cataloging can be brought up as the discussion progresses. Admins/General Interest Wednesday 8:15–9:00 am Track: Audience: Horizon Wednesday 8:15–9:00 am Parlor A-C, Ballroom Level Track: Horizon Galleria South, Ballroom Level Presenter: Robert Wetherall, State Data Wednesday 9:15–10:00 am Presenter: David Hanson, Assistant Director of Coordinator, Delaware Division of Libraries Parlor A-C, Ballroom Level Libraries, Kansas City, Kansas Public Library; Presenter: Jake Rundle, Collections Librarian, Nancy Haag, Information Technology Manager, Consulting Services: From Basics to Hastings Public Library Kansas City, Kansas Public Library; Carol Levers, Director of Libraries, Kansas City, Kansas Public Platinum Library Did you know that you can take advantage of expert SirsiDynix Consulting Services to simplify your workflows, create time-saving automated routines, and customize your public interface? Learn about

18 COSUGI 2015 Annual Conference programs

Réseau des bibliothèques de l’Université users a complete drill-down LC classes browse, 1:00–1:45 pm and a search interface for finding multiple ranges de Moncton - Custom projects of LC classes. The codes and tools will be shared to (SirsiDynix Scholarship winner.) COSUGI members. Academic Reserves Sharing Session The session moderator will lead participants in As an only French-language university in Atlantic Symphony Audience: a discussion of common Symphony Academic Canada, we have developed partnerships with Discovery Track: Reserves issues. A short update will be provided on four hospitals of New Brunswick, as well as the Wednesday 9:15–10:00 am current enhancement requests. provincial French-language Community Colleges. Broadway I-III, Plaza Level This allowed us the opportunity to offer our Presenter: Hongfei Li, Systems and Cataloging Audience: Symphony expertise to these organizations and to create Librarian, University of the Fraser Valley Track: Academic a network of French-language post-secondary Wednesday 1:00–1:45 pm libraries. That has raised some challenges. In an Galleria North, Ballroom Level era of environment awareness and requested by Symphony Reports Sharing Session Presenter: Gloria Shutter, Senior Library Specialist, our customers, we have programmed circulation The session moderator will lead participants in a Harrisburg Area Community College payment receipts send by email and the discussion of Symphony Reports issues. automatized accounting reports for those payments. Also, we have developed a few in-house products Audience: Symphony Using Horizon Web Services With an such as conversion scripts and translation scripts Track: Admins/General Interest Open Source Discovery Layer. for data upload. Wednesday 9:15–10:00 am Pavilion West, Plaza Level Wake County Public Libraries, in conjunction with Audience: Symphony Presenter: Natalie Palermo, Assistant Director for the Marmot Library Network is implementing a Track: Admins/General Interest Technical Services, Louisiana State University Law new Discovery Layer product using the newest Wednesday 9:15–10:00 am Center Library release of Horizon Web Services. Learn how HWS Galleria South, Ballroom Level has improved performance and allowed us to move Presenter: Lynn Bissonnette, ILS System away from our strained SIP connection and direct Administrator, Université de Moncton Symphony API Sharing Session calls to the Horizon database.

The session moderator will lead participants in Audience: Horizon Your Library Account Summary a discussion of questions, achievements, and Track: Horizon common issues with the Symphony API. Wednesday 1:00–1:45 pm Your Library Account Summary is a HTML Galleria South, Ballroom Level formated account summary report. The report Audience: Symphony Presenter: Kevin Smith, Senior Manager for includes summary information (No. of checkouts, Track: Blazing Trails Technology, Wake County Public Libraries No. of active holds, amount owed) and the report Wednesday 9:15–10:00 am the details of items checked out, available holds Grand 1, Ballroom Level and bills. The report also contains links to patron Presenter: Mark Witteman, Technical Consultant, LibraryThing and Enterprise – account information, a link to pay on line and a link LOUIS: The Louisiana Library Network that allows patrons to post questions or comments. Enhancing the User Experience St. Louis Public Library has been using Symphony Audience: LibraryThing to provide recommended reading lists Circulation 10:45–11:45 am Track: and additional content to Enterprise. I’ll be sharing Wednesday 9:15–10:00 am what works, what doesn’t seem to work. See if Pavilion East, Plaza Level SirsiDynix Executive Q&A LibraryThing is The Thing for you. Presenter: Pat Beers, ILS Coordinator / System Join the SirsiDynix executive staff for an open Q&A Administrator, Johnson County Library session and get answers straight from company Audience: General leaders. Whether you have specific queries about Track: Admins/General Interest products, operations, plans for the future, or other Wednesday 1:00–1:45 pm Embedded Call Number Search Tools topics, this will be a great opportunity for you to get Broadway I-III, Plaza Level in e-Library the answers to your burning questions. Presenter: Lori Berg, Systems Administrator, St. Louis Public Library It has been always hard for users to make a call General Audience: number search in e-Library if they do not have a Wednesday 10:45–11:45 am particular call number. Usually users don’t know Grand 1, Ballroom Level where to find LC classification, and are not willing Presenters: SirsiDynix Executive Team to get into the details even if they know. The call number search tools used in University of the Fraser Valley help users quickly find the call number ranges they want to browse. The tools are embedded in e-Library call number search page. Users get AJAX search suggest for LC classification as soon as they start typing in the call number search box. Additional tools provide

COSUGI 2015 Annual Conference 19 wednesday, april 1

Symphony Circulation Sharing Just Another Day in the Lab BLUEcloud Campus: From Lists to The session moderator will lead participants in The Library of Hattiesburg Petal & Forrest County ERMs, Discovery and Beyond, We’ve a discussion of common Symphony Circulation has three public computing labs (Public Access, Got You Covered. issues. Includes tips and tricks and general Homework Center, and Early Learning) as well Join Carla and Rick in exploring how BLUEcloud discussion from the audience. as numerous OPAC stations. The machines run Campus and the SirsiDynix Library Services Audience: Symphony Windows XP, Windows 7, and Windows 8. Multiple Platform can break down the silos at your Track: Circulation missions and operating systems make control institution. Wednesday 1:00–1:45 pm of the machines a challenge. See what free and Audience: General Pavilion East, Plaza Level commercial solutions our library has adopted – Track: Admins/General Interest Presenter: Kathy Maenle, Principal ILS Systems come with your own experiences to share. Wednesday 2:00–3:00 pm Coordinator, KCPL Audience: General Broadway I-III, Plaza Level

Track: Blazing Trails Repeated: Wed 3:15-4:15 pm Customizing Enterprise Wednesday 1:00–1:45 pm Presenter: Carla Clark, Product Manager, Parlor A-C, Ballroom Level SirsiDynix; Rick Branham, VP Global Accounts and Using jQuery Widgets Presenter: Sean Farrell, Assistant Director, Library Academic Library Initiatives, SirsiDynix Using the power of jQuery it is possible to heavily of Hattiesburg Petal & Forrest County customize Enterprise. This presentation will cover the basics of inserting jQuery based JavaScript into Online Patron Registration Two Ways: Enterprise, and interacting with Enterprise and Web 2:00–3:00 pm API vs Web Services Services data to allow you to tailor Enterprise to the A look at Online Patron Registration from two needs of your library. Transitioning Libraries to Learning approaches. Palm Beach County Library System and Audience: General Commons – A Systems Approach Chesapeake Public Library share how they created Track: Discovery In September 2012 School District 57, Prince an online registration form giving patrons a new Wednesday 1:00–1:45 pm George, BC began transitioning the district user experience. We will cover development of the Pavilion West, Plaza Level resource center to a district learning commons. form using webpage coding, API, perl as well as the Presenter: John Wohlers, Library Technology Working within the framework of continuous approach to use SirsiDynix’s WebServices for form Coordinator, Waubonsee Community College inquiry, learning collaboratively, reflective practice validation (setting mandatory fields and editing and learning by doing, they have realized the masks - email, phone number, valid pin length and type, etc.) and ILS record creation. Working 3 to 5: Implementing importance of the library system in moving forward. This presentation will focus on the importance of Audience: Symphony the New Item Categories the library system as an integral part of the journey. Track: Circulation A case study in one consortium’s implementation of The presenters will share their experiences in this Wednesday 2:00–3:00 pm the new Item Category 3, 4, and 5 fields, including transition of libraries to learning commons. Pavilion East, Plaza Level integration into Enterprise & local statistics reports and Audience: Symphony Presenter: Peter Brandt, Director Information also the retrospective conversion of existing records. Track: Academic Technology, Palm Beach County Library System; GregoryTesta, Systems Analyst II, Chesapeake Audience: Symphony Wednesday 2:00–3:00 pm Public Library Track: Cataloging Galleria North, Ballroom Level

Wednesday 1:00–1:45 pm Presenter: Monica Berra, District Vice Principal Learning & Innovation - Learning Commons, Grand 1, Ballroom Level EDI Case Study: How I Learned to Presenter: Joel Hahn, Database Manager, SD57 Prince George BC ;Cathy Gordy, Sr. Library Cooperative Computer Services Technician, SD5757 Prince George, BC Stop Worrying and Love EDI EDI is a big, hairy, scary monster in the corner with Sirsi documentation that does not feel like Horizon: Roadmaps, Strategic Partner warm-fuzzies. But it can be done! We embarked Programs and Development Processes upon a 12-month process of re-imagining our What’s in a Horizon roadmap, anyway? We’ll Acquisitions routine with 9XX ordering and EDI. discuss the roadmap process, strategic partner This presentation will walk through the steps in our programs, development processes and how they all project management as we brought on two vendors come together into a release. to EDI/9XX ordering. We will show you what you can “set and forget”, and what parts of the process Audience: Horizon need an occasional checkin, and what parts will need Track: Horizon constant monitoring, all with a YMMV. Throughout Wednesday 2:00–3:00 pm this process, we sought to use delivered tools, which Grand 1, Ballroom Level are more long-term sustainable, and did make use of Presenter: Ranny Lacanienta, Director of Product some SirsiDynix consulting hours over the long-haul Management, SirsiDynix; Rachel Bowell, Release and Instructor Led Training. There were points in the Manager, SirsiDynix

20 COSUGI 2015 Annual Conference programs

process where this was really necessary for us, so I will Using the Horizon Database as a Dacapo: Enriching the Library present those as, here’s how you go it alone or here’s where you may want to ask for help (because we did). Source for Patron Authentication Experience with Historical Symphony At VPL, patrons use their library cards to access Data Audience: Symphony many library services beyond traditional borrowing Track: Acquisitions of physical materials. This session will describe how In 2013, the Harold B. Lee Library (HBLL) at Wednesday 2:00–3:00 pm we use our Horizon database to count the number Brigham Young University developed a new open- Galleria South, Ballroom Level of individuals using public computers, wifi, and source software program called Dacapo. This new Presenter: Melissa Carle, Library Systems and Service electronic databases. Tracking these uses in one program harvests historical transaction data as well Program Manager, The Kansas City Public Library place enables us to count the number of users and as real-time updates from Symphony and makes it identify as active users borrowers who never check available via a suite of RESTful web services. This out physical materials. presentation will briefly discuss the technology Extend Your Horizon System behind the software, explain how to download and Audience: Horizon with SQL and Web Services install it, and demonstrate how the HBLL has used Track: Horizon it to solve a number of previously difficult problems SQL and Web Services offer you the flexibility to Wednesday 3:15–4:15 pm and challenges. extend your system to better meet local staff and Parlor A-C, Ballroom Level end user needs. Join us to learn of projects you can Presenter: Janet Horne, Manager Library Systems, Audience: Symphony consider, development community starting points Vancouver Public Library Track: Blazing Trails and a little Q&A time. Wednesday 3:15–4:15 pm Galleria North, Ballroom Level Audience: Horizon Web Services Sharing Session: Presenter: Scott Bertagnole, Library Developer, Horizon Track: Sparking New Ideas Brigham Young University Wednesday 2:00–3:00 pm Parlor A-C, Ballroom Level Share your experiences with using Web Services. Presenter: Jeremy Newville, Consultant, SirsiDynix There is no use that is too small to share. Remember, BLUEcloud Cataloging – Bringing anything you have created may just provide that Features, Functionality & the Future spark of inspiration to someone else. Trying to think BLUEcloud Acquisitions and of a good use for web services in your library? Come BLUEcloud Cataloging is available for Horizon Marketplace: Taking Collection to this session and listen in. Have a great idea, but and getting new features every month! We’ll cover current capabilities and take a look at upcoming Development to New Heights don’t know how to turn that idea to reality? Come to this session and share your idea. features like expanded merge, authority control and BLUEcloud Acquisitions and Marketplace are the browse searching in BLUEcloud. passage to the future of Collection Development. Audience: General Audience: Horizon Join Mike Hilmo for the latest developments. Track: Admins/General Interest Wednesday 3:15–4:15 pm Track: Cataloging Audience: General Grand 1, Ballroom Level Wednesday 3:15–4:15 pm Track: Blazing Trails Presenter: John Wohlers, Library Technology Pavilion West, Plaza Level Wednesday 2:00-3:00 pm Coordinator, Waubonsee Community College Presenter: Melissa Kulmer, Product Manager, Pavilion West, Plaza Level SirsiDynix Repeated: Tues 3:15–4:15 pm Presenter: Mike Hilmo, Product Manager, SirsiDynix BLUEcloud Products Sharing Session Symphony System Administration Pilot participants, SPP participants and the curious can gather together to share. (Unix) Sharing Session 3:15–4:15 pm General Symphony Administration Sharing Session Audience: General Track: Circulation Audience: Symphony BLUEcloud Campus: From Lists to Wednesday 3:15–4:15 pm Track: Blazing Trails ERMs, Discovery and Beyond, We’ve Pavilion East, Plaza Level Wednesday 3:15–4:15 pm Presenter: Kelli Staley, Head of Circulation, Galleria South, Ballroom Level Got You Covered. Collection & Computer Services, Lansing Public Presenter: Pat Beers, System Administrator / ILS Join Carla and Rick in exploring how BLUEcloud Library Coordinator, Johnson County Library Campus and the SirsiDynix Library Services Platform can break down the silos at your institution. Audience: General Track: Academic Wednesday 3:15–4:15 pm Broadway I-III, Plaza Level Repeated: Wed 2:00-3:00 pm Presenter: Carla Clark, Product Manager, SirsiDynix; Rick Branham, VP Global Accounts and Academic Library Initiatives, SirsiDynix

COSUGI 2015 Annual Conference 21 Exhibitors

3M Library Systems #13 BayScan Technologies #10 ChiliFresh #18 3M specializes in digital lending and Library Automation Solutions including Global patron interaction. Patron Book productivity and security solutions, RFID, Self Checks, Digital Signage, Spine Reviews, Social Networking and Reference including self-checkout and automated label and Holds Printing. Desk Chat all from inside the Online materials handling. Dave Shaffer Catalog. Mobile apps to access the catalog. Al Skinner, Doug Monson 33549 E. Royalton Road Scott Johnson 3M Center Bldg. 225-4N-14 Columbia Station, OH 44028 2111 East Santa Fe, Suite 105 St. Paul, MN 55144-1000 877-229-7226 Olathe, KS 66062 651-736-2610 440-748-9109 917-508-6739 651-733-2574 www.bayscan.com www.chilifresh.com www.3m.com/us/library

Bibliotheca #5 collectionHQ #27 Library automation, self-service kiosks, mate- collectionHQ is the world’s leading Backstage Library Works #1 rial dispensers, automated material handling. collection performance improvement tool RDA Services | Authority Control | Don Chadwick, Bryan Pasteryk which helps libraries save time and money. Metadata Services | Database Cleanup | Kristen Becker, Jane Herb Record Enrichment | Reclassification | 3169 Holcomb Bridge Road Digitization | Microfilming | RFID Tagging Jefferson Plaza; Suite 200 c/o Baker & Taylor, Inc. Norcross, GA 30071 2550 W. Tyvola Road, Suite 300 Becca Weiderhold, Jeff Calcagno 877-207-3129 Charlotte, NC 28217 25 East 1700 South www.bibliotheca.com 704-998-3231 Provo, UT 84606 Bibliotheca is the sponsor of the 704-998-3316 801-356-1852 conference bags. www.collectionhq.com 801-356-8220 collectionHQ is the sponsor of the www.bslw.com lanyards.

Brodart Company #17 Brodart is driven by 75 years of experience, providing the highest quality services for ILS. Baker & Taylor #26 Comprise Technologies, Inc. #2 Baker & Taylor, Inc., is a global information John Sommers Comprise offers the only PCI-compliant and entertainment services company 500 Arch Street unified payment system compatible with offering print and digital books, and Williamsport, PA 17701 SirsiDynix systems. entertainment products along with value- 570-326-2461 ext 4345 Mary Beth Thompson added services to libraries, educational 570-651-1635 institutions and retailers. www.brodart.com P.O. Box 425 Michael Bills Navesink, NJ 07752 800-854-6822 2550 W Tyvola Rd, Suite 300 732-291-3699 Charlotte, NC 28217 www.comprisetechnologies.com 704-998-3100 704-998-3316 www.baker-taylor.com

22 COSUGI 2015 Annual Conference EnvisionWare #21 Library Technologies, Inc. #12 Midwest Tape #9 EnvisionWare delivers world class computer Authority Control. Ongoing Authority Media distribution company that provides and financial management software, RFID Express and Authority Update Processing audio-video products physical and digital- circulation, security and inventory systems, services keep your catalog current with LC exclusively to libraries in North America. Automated Materials Handling solutions, practice applying all current RDA rules to Ed Altwies professional consulting services dedicated to controlled headings. PO Box 820 the efficient delivery of exceptional service Thomas Gilbert to library patrons and the 24 Hour Library. Holland, OH 43528 2300 Computer Ave., D19 800-875-2785 John Himes, Ted D’alessandro, Jamie Wells, Willow Grove, PA 800-444-6645 Steve Kraus, Ken Evans 19090-1736 www.midwesttapes.com 2855 Premiere Parkway, Suite A 800-795-9504 Duluth, GA 30097-5201 215-830-9422 678-382-6500 www.librarytech.com 678-382-6501 www.envisionware.com Mackin Library Media #T1 EnvisionWare is the sponsor of the Mackin provides library and classroom internet and print area. materials for grades PK-12 including print, eBooks, online databases, audiobooks, videos, MackinVIA (a FREE eResource NoveList #11 management system), and more. Catalog enrichment for libraries. Mesa Heise, Becca Michael, Pavel Yurevich Roger Rohweder, Randy Maxey 3505 County Rd. 42 West 2800 Meridian Pkwy., Suite 100 Burnsville, MN 55306 Durham, NC 27713 952-895-9540 919-489-9412 Ingram Content Group #7 www.mackin.com 919-489-7263 www.ebscohost.com/novelist Ingram Content Group is the world’s largest and most trusted distributor of physical and digital content. Don Kaiser Print and Digital Educational Resources One Ingram Blvd. La Vergne, TN 37086 615-793-5000 ProQuest #3A 615-213-5288 ProQuest® connects people with vetted, www.ingramcontent.com MARCIVE, Inc #19 Stop by and talk to the authorities reliable information. Key to serious processing, RDA and metadata conversion research, ProQuest includes Bowker®, experts! Dialog®, EBL®, ebrary®, Serials Solutions® businesses, and the RefWorks®, Pivot™ and Ligia Groff, Vicky Hart Summon® services. PO Box 47508 Doug McMillan San Antonio, TX 78265-7508 800-531-7678 630 Central Avenue 210-646-0167 New Providence, NJ 07973 www.marcive.com 877-340-2400 www.proquest.com

COSUGI 2015 Annual Conference 23 Exhibitors

Public Information SirsiDynix #6 Today’s Business Solutions #8 Kiosk, Inc. #4 SirsiDynix Technology Centre State of the art computer booking, print Library Automation -Providing the best 3300 N. Ashton Boulevard, Suite 500 management, scan solutions, copier patron experience possible utilizing Lehi, UT 84043 management and point of sale. compelling distrribution solutions for 800-288-8020 Lou Flavio, Nathan Handlon today’s libraries. www.sirsidynix.com 7820 S. Quincy St. Jennifer Vandenabeele, Fred Goodman, SirsiDynix is the sponsor of the Opening Willowbrook, IL 60527 Sam DeSouza Session and Opening Party. 630-537-1370 4700 W. Chase Avenue (630) 537-1369 Lincolnwood, IL 60712 www.singlecard.com 301-915-1500 ext. 256 301-916-1181 www.pikinc.biz StackMap #28 Indoor mapping software that maps libraries and connects directly to discovery and catalog interfaces to help patrons find resources. Total BooX #15 Lex Cooke Pay per page ebooks from reputable Rasmussen Software #14 publishers integrated into eRC. 1440 Pacific Avenue Partnering with John Huber to provide San Francisco, CA 94109 Peyton Stafford a vastly improved workflow for holds 650-701-7275 processing, consulting on applying LEAN 34 HaBarzel Street, Entrance 13 708-778-5975 management to libraries, Print Wizard Tel Aviv, Israel 6971052 www.stackmap.com software for myriad printing improvements, 503-720-7149 and Anzio terminal emulation. 503- 210-0219 www.totalboox.com Bob Rasmussen 10240 SW Nimbus Ave, Suite L9 Portland, OR 97223 503-624-0360 503-624-0760 TALKINGtech, LTD. #20 www.anzio.com TALKINGTECH is a leading manufacturer of patron telephone notification for public libraries. Sean Young, Curtis Yeatman 13785 Research Blvd. # 125 Unique Management Austin, TX 78750 800-631-0315 Services #3 512-238-3001 Long overdue Material, Fine, and Fee www.talkingtech.com recovery for libraries. Jonathan Hayes, Michael Lawrence, Rob Klaus 119 E Maple Street Jeffersonville, IN 47130 800-879-5453 812-285-0895 www.unique-mgmt.com

24 COSUGI 2015 Annual Conference Join usIndianapolis in Indianapolis Marriott Downtown COSUGI 2016