Planning for 8.0 and
4.0 4.2: Decisions You Need to Make (Jolynn Halls)
The title of this had changed subtly – with 4.0 long gone and 4.1 nearly here, plans are already afoot for HIP 4.2.
Jolynn rattled through some of the PowerPoint slides, so some of my notes aren’t complete, plus the discussion kinda jumped around a bit.
- you need to look forward to 8.0/4.2 like any other upgrade and plan accordingly
- you need to plan on getting staff involvement earlier than with other upgrades â€“ there’s much more they need to learn
- you need to be on the current releases (7.4/4.1) …apparently Jack has promised there will be an upgrade path from 7.3x? (Jolynn: “He’s the man!”)
- you need to relish change 🙂
- staff need to understand and implement the new functionality
- take advantage of any training (web sessions available from December, although some will be chargeable)
- requires Java JRE 1.5 on the admin workstation â€“ you can run different versions without any problems â€“ use the Java App Cache (javaws.exe)
- new indexing paradigm â€“ all indexing done on the app server for both Horizon and HIP (instead of separate indexes for StaffPAC, etc)
- one unified User/Patron database
- uses filters instead of separate indexes
Hardwareâ€¦ (official specs released in Jan 2006)
- Horizon 7.x architecture â€“ two tier model
- Horizon 8.0 architecture â€“ three tier model (DB server, app server, clients)
- lower client bandwidth
- less CPU
- app & DB can be combined onto one server (small to medium sized library)
- for medium to large libraries, you’ll need 4 servers (app server being the beefiest)
- for security reasons, you don’t want HIP + app + DB on single server
- Web Reporter will be a requirement for 8.0 and would usually sit on a separate server
- client hardware specs available by Jan 2006
- Database Server – DB2 V8, MS SQL Server 2000/2005, or Oracle 10g (that’s right – no Sybase!)
- Application Server – Linux 4.0 AS/ES, Solaris 10, or Windows 2003
things that change in Horizon 8.0
- different DB structure
- agency vs location
- record ownership
- security (roles/staff users)
- user interface/presentation (navigation/hot keys)
- inheritance (sharing codes/rules)
- library type (Horizon vs Corinthian)
Before moving to Horizon 8.0, you need to think about and understand your existing:
- policies & procedures
Highlights of the 8.0 modules…
- VIP against multiple vendors
- create and copy budgets spreadsheet
- carry forward defaults
- EDI from client (auto invoicing and response loading)
- research from selections and POs
- open with from MARC record to PO
- approval plan loading
- processing centers
- quick entry of invoice lines using order ID
- access to MARC record from PO and Selection
- MARC record lists
- items lists
- spine label config
- import/export profile tag action
- import profile enhanced match points for overlay
- import/export profile scheduling
- MARC Editor non-MARC view & overview template
- URL verification
- MARC Batch Editor
- Syntax & Validation Label expections
- patron photos
- request groups
- linked patrons
- email patron from check in
- batch requests (by title/patron)
- calendar exceptions
- circ rules/codes inheritance
- custom blocks
- ID patron access
- display of student and/or outreach patron data dependent on Patron Type
- notification preferences
- broadcast searching
- limiting on a browse search
- multiple search tabs open at the same time
- indexing (HIP & Horizon)
- Serials CKI
- Routing lists
- Pattern setup
- copy pattern and pub pattern templates
- MARC Holdings support
- Claims Management
What should you be doing now?
- review existing Horizon policies & procedures
- prepare for new UI
- participate in training
- upgrade to the most current versions
- allocate timeâ€¦
- look at your current hardware
Finally, Jolynn cleared up the situation with TeleCirc…
Basically, Edify were slow in coming up with a version of their software (which underpins TeleCirc II) which would work with Windows 2003 Server. As Microsoft no longer support Windows 2000, Dynix were unhappy with Edify not coming up with a Windows 2003 version of the product. So, Dynix began evaluating solutions from Talking Tech. In the meantime, Edify finally came up with a new version (I think it’s v9.5) that does work with Windows 2003.
The outcome of all that is that there will be two solutions that work with Horizon 8.0 (one from Edify and a new one from Talking Tech). If you don’t already have TeleCirc, then you’d need to decide which solution to use and then buy the hardware and software.
If you already have TeleCirc, then you can either:
- a) move to the Talking Tech solution – you will need to pay to get a new license and also replace the telephony hardware card in your TeleCirc server (as that hardware isn’t compatible with their software)
- b) stay with TeleCirc – you will need to upgrade your server to Windows 2003 and also upgrade TeleCirc to the latest version, but you can still use your existing telephony card
The dropping of Sybase as a DB option surprised me, although at Huddersfield we’d been thinking about possibly moving to MS SQL or Oracle… I guess now we don’t have a choice about moving!
It’s going to be interesting to see what the recommended hardware specs are for the servers. At Huddersfield, we run Horizon on a top end Sun V240 with the Sybase database held on our SAN (storage area network) – even when running complex reports, the server barely breaks into a sweat. I’ve got my fingers crossed that the server will still be powerful enough to run both the database and the application servers.
I Didn’t Know Web Reporter Could Do That! (Valerie M. Chase – email@example.com / firstname.lastname@example.org)
As we haven’t had Web Reporter installed yet, kinda of everything was “I didn’t know that”!
Anyway, hopefully these notes will act as a reminder once we’re up and running…
- once you’ve run a report, you can run the re-prompt to reselect the filters for the report without going all the way back
- “view filter”s limit the existing results (rather than re-running the report)
- “qualify” works well for limiting by dates, etc
- to create new filters, you need to use the desktop client:
- select “new” / “filter”
- if you want a prompt, you need to hit the “prompt” button
- prompts can be either single select (drop down list), multi-select, check boxes, or radio buttons (use the web options “modify” button to do this)
- right-click, “search for dependants” will show you every report that uses a specific filter
- allows you to do a grouping (e.g. combine all the “reference” types together)
- remember to enable subtotals!
- you can use consolidation to group together months (e.g. “summer”, “winter”)
- e.g. create a new metric to combine phone, OPAC, etc renewals to get the total renewals
- add a new qualification to highlight parts of the report results (e.g. show certain results in red)
- e.g. change year format from “2005” to “05”
Now You’ve Bought Web Reporter, So What? …So You’ve Bought Web Reporter, Now What? (Thurman Smith – email@example.com)
As we’ve just put our order in for Web Reporter, I’m trying to attend as many of the Web Reporter sessions as possible!
Thurman based his session on one he runs regularly (that should be freely available on the SirsiDynix web site?)
Here are my notes…
- Web Reporter has over 100 general reports built in
- due to differing databases, some of the delivered reports are broken but support are able to fix them
- desktop client software used by Web Reporter admins, but end users use the web portal (i.e. web browser)
- Web Reporter comes with 3 levels of users:
- Web Reporter User â€“ least powerful, can run/print reports (but cannot export to Word/Excel)
- Web Analyst â€“ also export reports, can create reports from a template (but not from scratch)
- Web Professional â€“ also create reports from scratch, can save new reports to the public folders (where other users can access them)
- …there’s also an Administrator login, but it wasn’t too clear when this should be used
- Web Reporter monitors the named users (rather than simultaneous users), but (ignoring ethics, etc) several users could share the same named login
- because MetaData is stored in the Horizon database, it gets backed up when you run your main Horizon backup process
- facts â€“ columns in the database that contain numeric data that it makes sense to run calculations against (e.g. age, number of CKOs) â€“ facts are not displayed in reports, but are wrapped in metrics
- attributes â€“ all other columns (e.g. borrower name
- metrics â€“ calculations on facts (e.g. the number of times a book has been checked out in a month)
- filters â€“ return a subset of results that make sense (e.g. filter by certain borrower types), this is the same as the SQL “where” clause
- prompts â€“ allow you to create an option that allows the user to specify specific choices (e.g. which locations do you want to run the report against?)
- you can create new folders for each user, location, etc and then copy the reports that they want into them
- some of the Web Reporter reports duplicate Horizon Item Editor reports
- reports can be easily manipulated â€“ e.g. “page by” location can be dragged down into the report to show all locations in a single report (but only Web Analyst/Pro can do that)
- to print reports, use the built-in Web Reporter print icon rather than using the web browser print button
- Web Reporter uses a cache, so that running the same report again will display the cached version â€“ but the administrator can define how long the cached version is valid for (i.e. how long before it becomes stale)
- metrics must always appear on the right-hand side of the report â€“ you can add more than one metric to a report
- if you modify one of the default reports, then you should save it to a new folder (or it might get overwritten by a project upgrade)
- you need OLAP services to get the full functionality (do we even have this?!?!?)
- easy to add totals to a report
- you can view the SQL that runs by looking at the “report details” (in one of the drop-down menus)
- the look & feel for each report can be easily changed using “auto styles”
- for reports that take a long time to run, use the subscription options to schedule the report to run:
- make sure that the schedule times are realistic (i.e. not the every 15 minute default)
- scheduled reports sit in the cache waiting to be viewed
- try to avoid running scheduled reports at the same time as Day End, etc
- to email reports to the user, you need to use NarrowCast
- NarrowCast might be an optional extra purchase (I don’t remember it being listed in our Web Reporter quote – I hope we get it!!!)
- you need to be careful not to filter by too many options, otherwise you might end up with no results
For the afternoon, I headed to the Corinthian sessions…
Overview of Corinthian Modules (Jolynn Halls)
Horizon 8 brings a few terminology changes – the major one being that locations are now called “agencies”. Agencies can be at a much granular level than a location and they work in a heirarchy that allows sub-agencies to inherit their settings from the parent agency. So, changing a setting at a top level agency also changes the settings in the sub-agencies.
- All types of records (item, bib, borrower, etc) support “record ownership”, so that audit trails of any changes can be viewed.
- Calendar exceptions can now be set to repeat automatically (e.g. you just need to set up Christmas Day once).
- Day End as we know it has gone, and you have much more control over how scheduled tasks (which run on the server) execute – for example, you can set Horizon 8 up to generate hold notifications every hour. As these tasks all run on the server, you don’t need to have a dedicated workstation running 24/7 anymore.
- All of the CIRC rules have been brought together into a single place.
- Custom block types – new types can be easily created.
- All of the interface labels can be easily changed – e.g. “patron” can be changed to “borrower”. Different agencies can use different terminology (e.g. one could have “students”, another “patrons”).
- Staff accounts can be set to expire on a specific date – useful if you have student workers.
- The security role manager now supports a hierarchy/tree structure, making it much easier to set up roles and also to allow “read only” access to certain tasks / modules.
- Indexing has been built into the Horizon client, and it’s also much easier to index everything.
- Cataloguing sees much more control over the import process, with many more options for overlaying.
- For CIRC, there’s the ability to display borrower photographs. Also, borrower details are now based on the vCard standard (e.g. separate fileds for first name, surname, etc).
Corinthian System Administration and Overview of Security (Shelley Neville, aka The ACQ Queen)
Some of Shelley’s presentation repeated things Jolynn had covered in her session (see above), so I’ve missed those out…
- You can create sub-administrators for each agency (aka location).
- There’s a new feature called a “protected domain” – this basically defines the data(base) areas relevant to each agency, e.g. you can set it up so that location A can’t change location B’s data.
- No need to set up a different agency/location if you want to have different CIRC rules for a portion of the stock (e.g. at Huddersfield we currently have a separate Short Loan location because the CIRC rules need to be different than for the main stock).
- Creating new agencies is easy, as they automatically inherit the settings from their parent agency – from there, you can easily go in and make any relevant changes (i.e. exceptions).
- Staff can log in with a common login, but you can set up certain transactions to require the staff member to log in using their own username/password. For example, you could log your CIRC desk PCs in using a common login, but to override a fine, the member of staff would need to authorise it by entering their own personal login. That means you get a proper audit trail.
- Almost everything generates an audit trail, so you can easily see who broke/deleted things.
Following on from Pat, the Horizon 8 development team got 10 minutes each to wow us with the new features in each module – the biggest cheer of all was for the graphical prediction pattern tool in the Serials module 🙂
For what it’s worth, here are my brief notes of those features:
- â€œresearchâ€ button that shells out to a chosen web site (e.g. Amazon / Dawson EnterBooks, etc)
- multiple VIP
- hold can be placed on patron selections, ready for when stock finally arrives
- record management â€“ easy method of creating item lists from multiple search criteria
- batch edit of items in any item list â€“ these changes can be temporary (changes can be restored later on) or permanent
- URL checker â€“ item level, built in web browser, easy change of 856 link via browser, schedule full URL check of catalogue (inc. domain exclusions)
- quick access of patron records from nav bar
- multiple email addresses from patrons
- patron records can be easily linked together
- checked out items automatically appear on screen
- requests can be grouped and prioritised
- requests groups – can set up many requests, but have them cancelled when X copies have been fulfilled
- check-in â€“ pre check-in notes (e.g. processing instructions), quick access to check-in history, audit trails (inc. staff info)
- graphical calendar for prediction patterns
- HIP 4.1
- Kids PAC â€“ channels
- multi language
- Howard Country â€“ created their own skin
- ERM (PowerPoint slides)
- processes can be allocated to individuals, with automatic alerting to let them know when new tasks are ready
- Web Reporter 1.4
- generate notices (send via NarrowCast)
My notes from Ed Riding’s ERM Module session are here (login required).
Bryony and myself are off to the CODI (Customers of Dynix Inc) Conference in Minneapolis at the start of November and I’m hoping to blog as much as the conference as possible.
As there’ll be several other conference blogs, I might go for a UK slant on things – so expect stuff like “by ‘eck – it cold enough here to freeze the knickers off a vicar’s wife!” and other comments about the weather & lack of decent tea making facilities 😉
At the moment, the only other blog URL I’ve got is for Kelli Staley’s ‘Brary Web Diva (www.kellistaley.com/blog.htm).
As a Brits abroad, I suspect we might have to go and gawp at the Brit’s Pub. Apparently it’s exactly like stepping into a real pub in the UK – it’s got pictures of the Royal family on the wall and a bowling green on the roof.
Bryony’s also discovered that there’s a “Hello Kitty” store in the Mall of America, so I suspect she might spend at least half of the week in there!
In the morning, Jill Osborne from Dynix gave a very impressive demonstration of the new HIP 4 administrator interface.
One of the biggest problems I found with HIP 3 (and below) was doing the admin configuration – the options were here, there and everywhere. HIP 4 brings everything together into a single (fairly) intuitive interface. If this is a taster of things to come with Horizon 8.0, then the wait will be well worth it.
There’s some more notes from Jill’s presentation here.
The afternoon saw a very honest keynote speech from Peter Gethin. Peter’s style might not be to everyone’s taste, but it marks the start of what should be an interesting few years for SirsiDynix.
If anyone is looking for the “Systems Managers Forum” presentations from Tim Fletcher and myself, then you can find them here.