COSA2015SYDNEY

Parramatta, NSW | October 12-15, 2015

Experience the Future of Libraries

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COSA President’s message

Welcome to COSA 2015, this year held on the banks of the Parramatta River. It seems hardly any time has passed since the last COSA Conference in Melbourne 12 months ago - and yet a great deal has happened, both on the software development front for SirsiDynix and its customers, and in the library community more broadly.

The COSA Committee, all of us newly inducted at the 2014 Conference, have been working hard with SirsiDynix to prepare what we hope will be an informative and inspiring program for 2015, and we invite all delegates to take an active participation in the proceedings in order to get the most out of the sessions.

The theme of this year’s Conference is “Experience the Future of Libraries”. This relates not only to new technologies and software applications, but also the innovative ways libraries are using existing technologies and restructuring their service delivery to meet the changing needs of their patrons. I, for one, am optimistic about the future of libraries, while acknowledging there are many challenges in all sectors to face and overcome.

Putting the perennial bugbear of financial and funding pressures to one side, one of the top challenges we face is the ever changing behaviour of library users (or potential users), particularly in the area of increased mobility. The skyrocketing use of mobile devices by the wider community puts pressure on libraries to provide access to their resources and services no matter the platform, and no matter where users are located. Amongst the presentations at this Conference will be one by Marrickville library demonstrating their own custom mobile phone app, developed in partnership with Acresta and SirsiDynix; while Yarra Library will present on how they have been using SirsiDynix’s MobileCirc to expand their services to their inner-city community.

The increasing importance and utilisation of partnerships within the library sector demonstrates how libraries are meeting their challenges – either in the form of formal Consortia as represented by SAPLN, Swift, TALIS and Kotui in the APAC region, or through partnership programs with SirsiDynix and other vendors in the development, refinement and integration of software and technology solutions. These types of arrangements also represent the “future of libraries”, some of which will be demonstrated at this year’s conference (SAPLN’s partnership with SirsiDynix to develop the BLUEcloud Acquisitions client, Swift’s One Card initiative for Victorian public libraries, and again Marrickville’s partnership with Acresta and SirsiDynix in the development of their mobile phone app).

Other customer presentations include innovative implementations of Enterprise (TALIS in Tasmania), a custom Online User Registration project (Parramatta Library), and from the Australian Institute of Aboriginal and Torres Strait Islander Studies (AIATSIS) there will be a session outlining a range of different and innovative technologies.

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The two panel sessions – one on third party cataloguing tools, and the other on various uses of Portfolio – are intended to provide practical examples of the use of their respective technologies, and invite the audience to join in and contribute to the discussions as they explore their topics.

SirsiDynix have made considerable progress in the development of their BLUEcloud suite of products, including the long-awaited release of their new reporting tool BLUEcloud Analytics, and the first incarnations of their BLUEcloud Staff clients for cataloguing and circulation. Delegates will be keen to hear of these and other developments to come.

The aim of the COSA Conference itself is to foster partnerships and collaboration – partnerships between libraries as delegates meet and discuss ideas, projects and solutions, and importantly partnership with SirsiDynix in the development of their software. It is the responsibility of all of us, as customers of SirsiDynix, to work with them to ensure their products fill the needs of libraries and library users, and this conference offers the ideal opportunity to meet with SirsiDynix representatives – developers, support staff and the executive - and share our experiences and expectations, thus shaping the software and services of the future.

Lloyd Brady, Swift ConsortiumCOSA President

COSA President’s message

Parramatta Bridge

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SirsiDynix message

Welcome to Parramatta and COSA 2015!

Along with the COSA Committee and everyone who has worked so hard to make this year’s conference a reality, I want to personally welcome you to Parramatta and thank you for your participation. It means a great deal to our company to have such impressive, forward-thinking institutions here in Australia and the greater Asia-Pacific region.

Consistent with this year’s theme, we are excited to have all of our customers experience the future of libraries and, specifically, the next-generation library services platform (LSP): SirsiDynix’s BLUEcloud initiative. We are working steadily and consistently—yet aggressively—to deliver the best library automation products the industry has ever seen. As you know, and as many of you have experienced firsthand, the BLUEcloud LSP delivers a powerful, state-of-the-art, browser-based system that doesn’t require a data migration or operational risk. And as I mentioned last year, we want you to enjoy solid value for your maintenance dollars. Many BLUEcloud products come as part of your regular maintenance payments!

We’ve seen exponential growth not only in the number of BLUEcloud products being used, but also in the number of you taking advantage of them in your libraries. Enterprise, MobileCirc, eResource Central, BLUEcloud Analytics, BLUEcloud Cataloging, and BLUEcloud PAC are just some of the new products in use at hundreds of libraries. In aggregate, we now have thousands of libraries using one or more BLUEcloud products!

And when I consider the theme of “Experiencing the Future of Libraries,” I immediately think of the powerful fusion of linked data and the BLUEcloud architecture. I can confidently state that our BLUEcloud technology will enable and amplify the potential of linked data in powerful and exciting ways. Our vision and objectives for our customers remain lofty—we want to continually increase your mindshare and relevance within the communities you serve. We believe we are focusing on the key technologies that will make that a reality.

Female Orphan School - University of Western Sydney1813 - 1850

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And it’s not just the potential of linked data that we must use. From the global surge of digital content to the tsunami of mobile adoption, it is both an exciting and challenging time for libraries everywhere. Smartphones, tablets, eBooks, and eContent have forever changed the way we discover and consume information. These devices transform users’ expectations about what services a library should offer. The BLUEcloud LSP provides the solid foundation that will keep your libraries and staff at the centre of your community’s mindshare for decades to come as the role of libraries continues to evolve.

Whether you’re on Horizon or Symphony, BLUEcloud is for you. And thanks to the magic of cloud architecture and Web Services, you don’t have to “go” to BLUEcloud. BLUEcloud comes directly to you: no migration, and no need to abandon the cherished functionality of your existing system. BLUEcloud is truly the best of all worlds.

On behalf of the SirsiDynix team, I want to recognise and thank the COSA Committee for all the work they put into the user group and hosting this great event every year. It’s a monumental task, and we sincerely appreciate their efforts. Thank you for being here with us and being our partners as we move full speed ahead.

Bill Davison,Chief Executive Officer, SirsiDynix

SirsiDynix message

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Conference Information

Session and Refreshment Locations

Sessions will be held in the Mannix and Lennox rooms. Catering for morning and afternoon breaks will be in the Atrium area amongst the vendors, lunches will be in the restaurant.

Support COSA

The COSA AGM will be held Thursday morning, during the first session (9am – 10am). Members and non-members are welcome to attend. Come to the meeting to provide feedback/input regarding the conference and the user group and to find out how you can support COSA.

Ask SirsiDynix

Stumped by a challenge and need some advice? Want to see some of the new features in action? Talk to knowledgeable SD staff in the Ask SirsiDynix room, Lennox 2, between the two main conference rooms. Or make an appointment with specific staff during breaks. A timetable will be available for you to add your name to.

Q&A for SirsiDynix Leadership

SirsiDynix leadership will be answering your questions at the end of the conference. You can submit your questions in the Ask SirsiDynix room anytime before Thursday morning.

Sponsors

We would like to thank our conference sponsors Bibliotheca, FE Technologies, ChilliFresh, EBSCO, and Unique Management. Please stop by their stands to see their products and thank them for their support of COSA.

Conference Presentations

SirsiDynix presentations will be available after the conference on the Support Portal. Other presentations will be made available by COSA who will advise the link.

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Conference Overview

Conference Information:

Conference Schedule Overview:

Location:

Day 1 Monday, October 12th

Day 2 Tuesday, October 13th

Day 3 Wednesday, October 14th

Day 4 Thursday, October 15th

Dates:

Novotel ParramattaAddress: 350 Church Street, 2150 Parramatta, AustraliaPhone: +61 02 9630 4999Website: www.novotelparramatta.com.au

Training Day.

Training Day.

Conference Sessions. Conference Dinner.

COSA AGM. Conference Sessions. SirsiDynix Q&A

Monday, October 12, 2015 - Thursday, October 15, 2015

2015 COSA ConferenceExperience the Future of Libraries

Old Government House

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Training Sessions

Training Sessions - Monday, October 12th, - Tuesday, October 13th

BLUEcloud Central - Cathy Cusack

Symphony Administration - Margaret Pelfrey

BLUEcloud Cataloguing - Cathy Cusack

This course is a prerequisite for all BLUEcloud products, if you are the administrator. In this course you will learn

how to setup Institutions, User accounts and permissions, universal policies, such as My Account, Suggested

Reading, Enhanced Content and Search policies.

The morning session will cover Administration basics including required maintenance reports, change properties,

customize toolbars, create overrides, customize policy lists and use format wizards. This course covers the most

common, essential tasks of a SD Symphony system administrator. The afternoon session will include some more

advanced techniques and troubleshooting including data cleanups (using Workflows, not API or any external

processes)

In this course you will learn to create and edit bibliographic and item/copy records. This course also covers the

configuration policies specific to BLUEcloud Cataloging.

Monday am Monday pm Tuesday am Tuesday pm

Room 1BLUEcloud Central (UA) / BC PACTrainer: Cathy Cusack

BLUEcloud Cataloging Trainer: Cathy Cusack

Symphony AdministrationAM - Basic Essentials PM - AdvancedTrainer: Margaret Pelfrey

Room 2Horizon Administration

Trainer: Rebecca Chile

BLUEcloud AnalyticsAM - Intro to Dashboards PM - Advanced DashboardsTrainer: Rebecca Chile

Room 3API Refresher and New FeaturesTrainer: Margaret Pelfrey

API Stump the Chump

Trainer: Margaret Pelfrey

Advanced Enterprise

Trainer: Jeremy Newville

Web Services

Trainer: Jeremy Newville

Room 4BLUEcloud Analytics

AM - Intro to Dashboards PM - Advanced DashboardsTrainer: Jeremy Newville

BLUEcloud Central (UA) / BC PAC

Trainer: Cathy Cusack

BLUEcloud Cataloging

Trainer: Cathy Cusack

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API Refresher and New Features - Margaret Pelfrey

Advanced Enterprise - Jeremy Newville

API Stump the Chump - Margaret Pelfrey

Web Services Workshop - Jeremy Newville

Content will be half CSS and half javascript.

The SirsiDynix Web Services Workshop is a 4 hour group Hands-On Lab course providing System Administrators

access to the most recent SirsiDynix Symphony or Horizon Web Services. Topics covered will include REST calls for

GET and POST methods as well as formatting JSON body elements. Attendees will learn the differences between

our legacy Web Services and the new ROA Web Services as well as how to interpret requests and responses from

various Web Services.

Is this class right for you? Check Support Portal Article number 162668.

Training Sessions

Horizon System Administration - Rebecca ChileDay End procedure, Statistics, Security settings, Running command line Utilities, Troubleshooting (running debug)

SirsiDynix API’s have added two new features as of 3.4.1.5Workflows screen file for FTP, and, Perl module SFTP. The

API Refresher will cover how to leverage these new tools.

Bring your API related questions and projects to a meeting of the minds.

BLUEcloud Analytics: Introduction to Dashboards - Rebecca Chile

BLUEcloud Analytics: Advanced Dashboards - Jeremy Newville

This course is intended to familiarize library staff with the basics of BLUEcloud Analytics. After completing this

course, users will be able to (1) Navigate in BLUEcloud Analytics Interface; (2) Create basic reports and dashboards

using attributes and metrics; and (3) Use filters to refine the output.

This course is intended to familiarize library staff with advanced reporting and analysis in BLUEcloud Analytics.

After completing this course, users will be able to (1) Format dashboard layouts and report displays; (2) Schedule

reports for delivery via email (3) Set user permissions for objects in the Shared Reports folder (4) Create stand-

alone objects such as Custom Groups of attributes; and (5) Import data from an Excel file into BLUEcloud Analytics.

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Day 1 - Conference Sessions

Stream A Stream B

8:00am - 9:00 am Conference registration

9:00am - 9:15am WelcomeLloyd Brady, COSA President

9:15am - 10:15am(1 hour)

SirsiDynix Welcome and Updateby Bill Davison (SirsiDynix, CEO)

10:15am - 10:55am (40 min)

BLUEcloud Technical update by Sheridan Richey (SirsiDynix)

10:55am - 11:00am(5 min)

5 mins - Vendor sponsor - FE Technologies - Expanding Self Service

11:05am - 11:30am Morning break

11:30am - 12:30pm (1 hr)

BLUEcloud Now and Beyond - Overview of BLUEcloud Cataloging, & BLUEcloud Circulation, BLUEcloud Acquistions by Melissa Kulmer (SirsiDynix)

12:30pm - 12:35pm(5 min)

5 mins - Vendor sponsor - Bibliotheca

12:35pm - 1:30pm(1 hr)

Lunch

1:30pm - 2:00pm(30 min)

BLUEcloud Acquistions development partnershipby Jo Freeman (SAPLN)

2:00pm - 3:00pm (1 hr)

BLUEcloud Analytics by Nate Berrett (SirsiDynix) and Lloyd Brady (Swift)

3:00pm - 3:30pm(30 min)

Afternoon break

3:30pm - 4:15pm (45 min)

BLUEcloud Linked Data Initiativeby Jeff Penka (Zepheira) and Brad Whittle (SirsiDynix)

4:20pm - 5:00pm (40 min)

Securing Your Organization - Advanced Tips

Disaster Recoveryby Brett Hall (SirsiDynix)

Marrickville Library and History Services and their development partner Acresta outline the story of their groundbreaking new library appby Maidur Rahman (Marrickville), Chris Auld (Acresta)

7:00pm - 11pm Conference Dinner (welcome drinks and canapes 7:00pm in the garden/marquee, and dinner to follow at 8:00pm)Venue: Old Government House, Parramatta Park

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Stream A Stream B

9:00am - 10:00am(1 hour)

COSA AGM

10:00am - 1030am (30 min)

Enterprise Online User Registrationby Nathan Turner (Parramatta City Library)

Mobile Circ: Tales from the Inner Cityby Anita Morris & Judy Bell (Yarra Libraries)

10:30am - 11:00am (30min)

Morning break

11:00am - 11:30am(30 min)

BLUEcloud Campus: BLUEcloud Listsby Rick Branham (SirsiDynix)

Platinum Services for Horizon and Symphonyby Margaret Pelfrey (SirsiDynix)

11:35am - 12:05pm (30 min)

BLUEcloud Campus: BLUEcloud ERMby Rick Branham (SirsiDynix)

Portfolio Panel: Overview of SWIFT implementation, and intranet use for selected groups, Picture Victoria by Helen Zibell & Lloyd Brady (Swift)

12:10pm - 12:40pm (30 min)

Delivering Information to Clients Using Different and Exciting Technologiesby Jenny Wood & Melany Laycock (AIATSIS)

Enterprise implementation of a “One Search” across all LINC Tasmania resources including library, archival, heritage and digital recordsby Julie Mills & Brad Finn (TALIS)

12:40pm - 1:30pm (50 min)

Lunch

1:30pm - 2:00pm(30 min)

SYMPHONY updateby Amanda Blanchard - Sell (SirsiDynix)

HORIZON updateby Janette Chin (SirsiDynix)

2:05pm - 2:35pm(30 min)

Cataloguing Tools We Have Known and Loved: How to improve speed and accuracy of cataloguing and update bulk records using freeware

by Adam Cios (City of Blue Mountains) & Wendy Barling (Logan City Council)

SWIFT One Card - journey to implementation and rolloutby Lloyd Brady (Swift)

2:40pm - 3:15pm(30 min)

Joint Closing/SirsiDynix Q & A

Day 2 - Conference Sessions

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FE Technologies, a leading Australian-based library RFID supplier has an

innovative range of products designed to manage large collections, high

volume returns and speedy reserved item turnaround.

Our longstanding experience in library RFID project management,

installation and support along with our in-house research and

development facility ensures constant updates and new inventions.

Range of products include:

• Self Loan Station with integrated DVD unlocker

• A fast stocktake solution

• 3D Security Gates with inbuilt people counters, and a system that

differentiates between short and long-term loans

• Returns and sorting solutions including our Smart Bin that

automatically checks items back in as they are returned

contact: Peter Ferendinos ph: 1300 731 991email: peter@fetechgroup.com web: www.fetechgroup.com.au

Sponsors

Bibliotheca is a global leader dedicated to the development and

support of RFID-based solutions for libraries. The company specialises

in developing software and hardware for automation, inventory control

and media security in libraries.We draw from the best resources and

research to provide customised, modular solutions to suit the individual

requirements of any sized library.

Internationally, we are proud to hold over 3,500 unique library

customers with a deployed equipment range of well over 5,000

individual self-check units and over 100 automated materials handling

solutions. Our long term commitment to RFID development and

involvement in the RFID development process at all levels means we

can draw from the best resources and research to provide customised,

modular solutions to suit the individual requirements of any sized library.

contact: Veronica Steinickeph: 0423 300 790email: v.steinicke@bibliotheca.comweb: www.bibliotheca.com

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Sponsors

EBSCO Information Services (EBSCO) is the leading discovery service

provider for libraries worldwide with more than 8,000 discovery custom-

ers in over 100 countries. EBSCO Discovery Service™ (EDS) provides

each institution with a comprehensive, single search box for its entire

collection, offering unparalleled relevance ranking quality and extensive

customization. EBSCO is also the preeminent provider of online research

content for libraries, including hundreds of research databases, historical

archives, point-of-care medical reference, and corporate learning tools

serving millions of end users at tens of thousands of institutions. EBSCO

is the leading provider of electronic journals & books for libraries, with

subscription management for more than 360,000 serials, including more

than 57,000 e-journals, as well as online access to more than 700,000

e-books.

Your online catalogue should be your library’s primary presence on

the Internet. After all, that is where your collection lives online... that

is where your community can go to see what the library “has”. So with

that in mind, when you look at your catalogue, do you see a place that

is “engaging”? Is it interesting enough for people to come to over and

over again?

At ChiliFresh our only goal is to bring your catalogue to life... make it

a rich environment with patron interaction on a global scale. We have

developed a network of libraries throughout the world and unique

interactive platforms that all have one goal: To facilitate a global

conversation at your local library. The definition of what a library is

changing very rapidly. We want to show you that bringing your library’s

catalogue to a global stage is exactly what your patrons want.

contact: Scott Johnsonph: +1 913 244 0244email: jscott@chilifresh.com web: www.chilifresh.com

contact: Steve McKeeph: +61 (0) 488 205 685email: smckee@ebsco.comweb: www.ebsco.com

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contact: Melissa Fentonph: 1800 189 493email: Melissa@unique-mgmt.comweb: www.unique-mgmt.com

Unique Management Services, Inc. – Library Division (UMS) is the

leading world-wide material recovery service /collection agency for

libraries. Our fully automated Gentle Nudge® collection approach

has proven to help increase the return of materials and payment of

fines/fees. The process is conducted in manner that both encourages

the patron to resolve their account and to continue using the services

offered by the library as a patron in good standing. By developing

strategic partnerships with Library Software vendors, UMS has created

staff-friendly, patron-friendly, and cost effective method to approach

what, otherwise, can be a difficult problem for libraries – long overdue

materials and outstanding patron balances.

Sponsors

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The Parramatta area was home to generations of Burramattagal people, a clan of the Darug, who lived along the upper reaches of the Parramatta River.  The word ‘burra’ means ‘eel’ and the clan name Burramattagal is thought to be derived from the Aboriginal expression for ‘the place where the eels lie down’. According to the historic record, the annual congregation of eels occurred where brackish water met tidal saltwater at the head of the Parramatta River in the vicinity of today’s Lennox Bridge.

Parramatta’s rich Indigenous heritage is reflected in the City’s name, official crest and the widespread use of Indigenous designs in public art throughout the City. Descendants of the Darug have an on-going connection and contemporary presence in Parramatta.

Only 24kms west of Sydney Cove at the head of Sydney Harbour, Parramatta was officially founded by Governor Arthur Phillip on 2 November 1788. Widely referred to as the ‘cradle of a nation’, Parramatta’s fertile alluvial soils saved the struggling British colony from starvation when the Colony’s first successful crops were harvested in 1789 at the government farm. Earlier farming ventures at Farm Cove on Sydney Harbour failed because the sandstone based soils were too infertile to successfully grow crops, let alone fruit trees.

Laid out in 1790, Parramatta quickly became the settlement of choice, with early Colonial Governors preferring to live in the Government House in Parramatta Park for the next 55 years rather than the first government house on the hill above Sydney Cove. The rural seat of Parramatta was regarded as a more gentile abode than the rollicking shores of Port Jackson.

Australia’s second European settlement, Parramatta is home to some of the nation’s oldest buildings including Old Government House (circa 1799) which incorporates archaeological remains of Governor Phillip’s 1788 Government House (which was built on the site of the current day Museum of Sydney).

Also in Parramatta Park, the nearby Salter’s Cottage was built between 1798 and 1800 and later converted to a dairy by Governor Macquarie in 1815.

Located in Parramatta, John and Elizabeth Macarthur’s Elizabeth Farm Cottage (circa 1793) incorporates part of Australia’s oldest surviving private building.  

Parramatta’s Early History

Lancer Barracks Parramatta with NSW Police building in background

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Parramatta Town Hall stands on the site of the site of Australia’s first European marketplace (1812) which was designated when Parramatta became a market town.

From 1822 until 1833 an annual meeting in the Parramatta marketplace was attended by the Governor of the day, his family, and Aboriginal tribes from various areas. Parramatta tribes were joined by Indigenous people from the localities of Concord, Kissing Point, Prospect, Eastern Creek and as far away as Jervis Bay and Shoalhaven.

Governor Macquarie set the precedent for this event on 28 March 1820 when he invited 60 Aboriginal men and women to breakfast and dinner to celebrate his son’s sixth birthday. This event ended in 1822 with Macquarie’s retirement and departure for Great Britain.

Incorporated as a municipality in in 1861, Parramatta officially became a city on 2 November 1938 on the 150th anniversary of its Foundation Day. In 1948 it was amalgamated with Dundas, Ermington, Rydalmere and Granville councils to form the current City of Parramatta.  

Parramatta’s Early History

Crown building excavation pre build

Customers of SirsiDynix Australasia Inc.www.cosa.asn.au