planning for symphony.ppt
DESCRIPTION
TRANSCRIPT
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30 April, 2008
OHDUG MeetingPlanning for Symphony
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Planning Session – Topics for Discussion
• SirsiDynix product update
• Migration path for SirsiDynix customers
• Ongoing support for Horizon 7.x
• Migration packages for Horizon customers
• Addon and Third Party products for Horizon & Symphony
• Other considerations on the upgrade process
• Alternative strategies for your upgrade
• Additional sources of information on SirsiDynix Symphony
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SirsiDynix Product Update
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SirsiDynix Symphony
• New release of software that blends best of Unicorn,
Horizon/Corinthian, and other solutions
• Development project announced in March 2007
• Unicorn GL3.1 is the base for Symphony– Stability, scalability, and full features immediately available
• All R&D resources focused on a single platform
• Beta testing announced in August 2007
• Approximately 20 customer sites tested Symphony 3.2
• General release announced in December 2007
• Software is available from SirsiDynix Customer website
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Symphony Overview
• Java Staff Client
• Full range of staff modules
• Oracle RDBMS
• Unicode
• Enterprise Portal with
integrated OPAC
• Rooms
• SchoolRooms
• Director’s Station
• API support
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SirsiDynix Symphony 3.2 Highlights
• Web Reporter
• Web Staff Client for Schools (option)
• Books by mail in CIRC
• Family Links features in CIRC
• Patron credits feature in CIRC
• Updates to Floating Collections
• Improved bibliographic load process
• Tax handling improvements in ACQ
• Ordered hold fills feature
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Migration Path for SirsiDynix Customers
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Upgrade Paths for SirsiDynix Customers
Symphony 3.2Symphony 3.2
Dynix ClassicDynix Classic Horizon 7.3/7.4Horizon 7.3/7.4 UnicornUnicorn
Unicorn GL3.1Unicorn GL3.1
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Ongoing Support for Horizon 7.x
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How long will Horizon 7.x be supported?
• No plans to drop support
• Expect to support Horizon 7.x for 4-6 years
• Not pushing customers to move to SirsiDynix Symphony
• New releases already in process for 7.x
• Customers can plan the move to SirsiDynix Symphony at
their own pace
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How long will Horizon 7.x be supported?
Horizon 7.4.1 & HIP 3.09• Released in December 2007
• Maintenance release for Horizon 7.3/7.4 customers
• Includes many fixes previously provided to individual sites
• Includes and requires HIP 3.0.9 or HIP 4.1.3
• Support for Microsoft Vista
• Support for Web Reporter 1.5
• French Canadian version of 7.4.1 & HIP 3.09 – now in beta
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How long will Horizon 7.x be supported?
Horizon 7.4.2 & HIP 3.10• GA planned release for Q4 2008
• Delivers support for “pivot” products such as PocketCirc
and Faceted Search
• Horizon support for NCIP responder
• Enhanced enriched content for HIP 3.10
• Faceted Search product integration work
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How long will Horizon 7.x be supported?
Horizon 7.4.3• GA planned release for Q1 2009
• Support Sybase 15 and SQL Server 2005
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Migration Packages for Horizon Customers
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SirsiDynix Symphony Upgrade Packages
• New upgrade packages announced at CODI for Horizon
customers
• Each package includes equivalent core software licenses,
database license and services
• Objective is to make the upgrade path from Horizon to
SirsiDynix Symphony easy and affordable
• Three packages are available to Horizon customers:– Harmony Upgrade (base package)– Crescendo Upgrade – Virtuoso Upgrade
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SirsiDynix Symphony Upgrade Packages
• Equivalent core SirsiDynix Symphony licenses are free
• Oracle license is free
• Harmony base package is free if:– No RFP process– Extend current maintenance contract by 3 years
• Crescendo and Virtuoso packages have a price but
discounts apply if:– No RFP process: 20%– No RFP process and extend maintenance contract by 3 years: 40%
• Packages exclude services required to move and
implement Addon and Third Party products
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Harmony Base Upgrade Package
• Equivalent software licenses in SirsiDynix Symphony– Core software modules– Staff user licenses
• Embedded Oracle license
• Base package of core services:– Project Management– Group-based web services (policy, training, data preparation)– Installation and configuration– Production data load– ASP training environment
• Cost: FREE
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Crescendo Upgrade Package
• All items in Harmony base upgrade package plus
• One-on-one policy consultation (17 hours)
• Test load of data
• Data clean up consulting (10 additional hours)
• Training server with standard training data (limited time
and users)
• 3 day Administration and 2 days EPS Rooms/ Builder
Custom Training courses
• Onsite go-live visit (travel expenses included)
• Cost: $24,970 (after discount applied)
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Virtuoso Upgrade Package
• Crescendo package plus
• Additional data customization (authority processing and
LC MARC standardization)
• 2 PocketCirc licenses with handheld equipment
• Acquisitions Workflow Analysis and Consultancy (3 days,
2 days onsite) or 3 days onsite train-the-trainer course
• A SureStart six-months package (4 weekly calls, 5
monthly) for a total period of six months
• Cost: $43,970 (after discount applied)
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Other Service Options
• Specialized staff training– On-site– Customized– Private online training
• Detailed network analysis
• Onsite Acquisitions Workflow Consultation– 2 days onsite consultation analyzing the processes/needs of the
library– create an outline of the profiling needed to support your library's
workflow and reporting needs
• Horizon 7.x to Symphony, Go-Live Visit (2 day)– SirsiDynix Consultant onsite at your library during Go-Live week
• Sure Start• Package of consultation including weekly/monthly calls
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Addon and Third Party products for Horizon 7.x and SirsiDynix Symphony
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PORTAL
TeleCirc II
Web Reporter
Enriched Content
Debt Collect
PC Reliance
RPA
Horizon 7.x
TM III PORTAL
TM III
Web Reporter
Enriched Content
Debt Collection Agency Interface
Offline Circulation/Pocket Circ
RPA
Symphony 3.2
TM III
Addon/Third Party Products
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PORTAL
RFID Solutions
EnvisionWare PC Booking
EnvisionWare Print Management
SIP Protocol
OverDrive eBooks/Audio Books
EnvisionWare eCommerce
Horizon 7.x
Self Check Solutions PORTAL
RFID Solutions
EnvisionWare PC Booking
EnvisionWare Print Management
SIP Protocol
OverDrive eBooks/Audio Books
EnvisionWare eCommerce
Symphony 3.2
Self Check Solutions
Addon/Third Party Products
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Serials Solutions 360 Linker
Serials Solutions 360 Search
Horizon 7.x
PORTAL
Director Station
Collection Exchange
Materials Booking
Serials Solutions 360 Linker
Serials Solutions 360 Search
Symphony 3.2
Enterprise 1.0
Addon/Third Party Products
API
Enterprise 1.0
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Other Considerations in the Upgrade Process
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Symphony Servers
• Production Server– Platforms supported: Dell Windows, Dell Linux, Sun, HP, IBM
• PAC/Enterprise Portal Server– Platforms supported: Dell Windows, Dell Linux, Sun
• 32-bit and 64-bit supported
• Pre-configured Production and PAC/EPS servers– Level 1 (0 - 50 Staff users, 500K titles) – Level 2 (51 - 100 Staff users, 500K titles) – Level 3 (51 - 100 Staff users, 750K titles) – Level 4 (101 - 300 Staff users, 1M titles) – Level 5 (301 - 400 Staff users, 1M titles) – Level 6 (401 - 800 Staff users, 2M titles)
• Custom server configurations as required
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Workstation Requirements
• Client workstation recommended minimums– Windows 2000, XP, or Mac OS X (10.4 or higher on Intel
or PowerPC)– Minimum CPU speed: 700 MHz– Recommended CPU speed: 1 GHz– Minimum memory: 512 MB– Recommended memory: 1 GB– Screen resolution: 1024 x 768 or better
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Database Requirements
• Oracle RDBMS
• Oracle 9i and 10g supported
• Embedded licensing provided by SirsiDynix
• Library can optionally purchase full Oracle license
• Embedded Oracle versus full Oracle license– Embedded license is restricted to Symphony application only
– Read access to the database using third party tools
– Interfaces and enhancements achieved through API’s
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Alternative Strategies for your Upgrade
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Symphony Overview: SaaS
• Software as a Service can provide better cost savings
than locally hosted solution
• Allows staff to spend time in more valuable areas of
service
• Takes the guess work out of budgeting for future
hardware purchases
• Fast and scalable
• Simplifies planning for growth
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SaaS – What does this mean to you?
• Software on demand• No capital expenditures• On demand system capacity• 24x7 support coverage• Daily full backups• Redundant server components• Built-in disaster recovery• Upgrades performed by SirsiDynix• High bandwidth internet capacity• Proactive systems management• Active security monitoring
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Software as a Service - SaaS
• SirsiDynix SaaS facility currently hosts over 148 sites /
550 libraries, 2.2M Patrons, 14M Items
• Industrial Grade Hosting Facility: 24/7 staffing, Security,
Disaster Recovery, Dual DS3 Bandwidth Pipe
• Hosting facility in Canada
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Additional Sources of Informationon SirsiDynix Symphony
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Where can I get more information?
• Planning sessions/focus days• Sales demonstrations • Pre-recorded overview demonstrations
– SirsiDynix Symphony Overview– Administration– Circulation– Collection Exchange– Cataloguing– Acquisitions – Serials– Enterprise Portal Solution– Rooms
• Customer website – http://customer.dynix.com/
• Functionality Checklist
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Continuing to plan for your migration
• Key contacts: – Tom Walker, Gilbert Mongeau, Rob Herrmann
• Provide demonstrations, review functionality
• Consult on hardware configurations/life cycle
• Review add on products currently running on Horizon
• Consult on database environment
• Consult on services required for the migration
• Provide configurations and budgetary cost proposals
• Timing and Scheduling
• Prepare contract amendments
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30 April, 2008
OHDUG MeetingPlanning for Symphony