CODI 2005 – Day Two (pm) – pt 2

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.
Introduction…

  • 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 – 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)

HIP…

  • requires Java JRE 1.5 on the admin workstation – you can run different versions without any problems – use the Java App Cache (javaws.exe)
  • new indexing paradigm – 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

Hardware… (official specs released in Jan 2006)

  • Horizon 7.x architecture – two tier model
  • Horizon 8.0 architecture – 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

Horizon 8.0

  • 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
  • indexing
  • 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
  • security/roles
  • privileges/parameters
  • sorts/limits

Highlights of the 8.0 modules…

  • ACQ
    • 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
  • CAT
    • 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
  • CIRC
    • 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
  • Searching
    • broadcast searching
    • limiting on a browse search
    • multiple search tabs open at the same time
    • extractions
    • indexing (HIP & Horizon)
  • Serials
    • 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 time…
  • 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.

DUG/HUG – Thursday

Thursday started with a demo of Web Reporter from Phil Coles – here’s my notes from the session:

  • 140 reports supplied as standard
  • reports processed on the Web Reporter server, using live data from the Horizon database (i.e. no data mining)
  • reports can be scheduled to run overnight
  • reports can be exported as PDF, Excel, CSV, etc
  • new reports can be created from scratch, or you can use one of the existing templates
  • current version of Web Reporter is not Unicode compliant, however the Horizon 8 version will
  • no knowledge of SQL required
  • handles non-January financial years
  • SQL can be imported from ReportSmith

This was followed by a presentation from Eric Keith (VP Operations, SirsiDynix US) about the company’s current and future developments – my notes from the session are available here.
Finishing off the morning sessions, Polly Dawes (Bradford), and Ian Haydock & Jan Broad (Staffordshire) ran a session about Telecirc – including a live demo via mobile phone! We’re hoping to finally get Telecirc running live at Huddersfield by the start of the new term.
Starting off the afternoon, Phil Coles gave a short presentation about HIP 4 and Horizon 8 before attempting a live demo – unfortunately technical gremlins caused one or two problems with the demo. Here’s my notes about HIP 4:

  • works with Java v1.4.2, although Dynix are currently testing it with more recent releases of Java
  • allows pickup locations, search types, limits & sorts, and search location defaults to be set
  • built in spell checker and thesaurus
  • borrower history display
  • list of new and/or top circulating items
  • tighter integration for consolidated searching
  • Lucene indexing/search engine

…and about Horizon 8.0:

  • FRBR support
  • MFHD (MARC Format for Holdings Data) support
  • e-commerce integration
  • Electronic Resource Management (ERM) module
  • one-click sorting of colums
  • more integration between Horizon 8.0 and Web Reporter
  • new acquisitions workflows available
  • notes fields are all 1,500 characters (although Phil thought this can easily be increased if required)
  • EDI functionality built into Horizon (i.e. no need to use separate FTP software)
  • graphical serials prediction

This was followed by “Moving to MARC21”, with Ray Delahunty (Dynix UK), Polly Dawes (Bradford) and Ian Jennings (Huddersfield). It highlighted the two extremes of converting to MARC21 – Bradford had very few problems running the conversion under Dynix ILS, but the Huddersfield conversion (under Horizon) was a long and fairly painful process! Hopefully future conversions under Horizon will be much smoother.
The last session of the day was “My Favourite SQL” with Tim Fletcher (Birkbeck) and myself. I’ve uploaded my presentation (“Using SQL to Create Web Based Reports & Applications”) here. I’ll upload the advance notices Perl script as soon as I’ve finished debugging and documenting it.
Towards the end of the session, Anders F̴k (Link̦ping University) gave a quick demonstration of their web based reports (which uses Microsoft .Net and Crystal Reports) Рvery impressive stuff!