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products you’veGOTTA SEE800 libraries have purchased access toeResource Central6,000 libraries build their discovery inSirsiDynix EnterpriseAnd these aren’t the only innovative products available via SirsiDynix BLUE Cloud. For moreinformation, contact your sales rep or attend the COSUGI sessions for these and other newproducts including the BLUE Cloud staff clients, BLUE Cloud Marketplace, and the exciting newBLUE Cloud Universal Admin.
Get theWelcomeWelcome to COSUGI 2013 andwelcome to Utah! This is my home andI hope you take the time to enjoy the beauty andsplendor of the inter-mountain west.It seems like every year we are “On The Edge” inour approach to these conferences. This year is nodifferent, but this time we are admitting it up front.With RDA looming, ebooks burgeoning into ourcollections, demands on staff and resourcesincreasing while budgets shrink and a plethora ofother challenges, it’s no wonder we all feel like weare always “on (the) edge.” But is that necessarilya bad thing? Look at the mountains to the east sideof this valley. I have climbed many of them. One ofthe main reasons why is the opportunity to stand ina place above everything else around you and to seeit all spread out in a majestic tapestry. To see placesto go and have experiences to expand knowledgeand understanding. I think conferences can be likethat; a chance to step back, and get some newperspective(s). Even as our resources get stretchedto the maximum, we can still climb this mountain andlook over the edge and see opportunity and success.Our goal in holding this conference each year is togive you opportunities to acquire new and additionalideas and strategies for moving forward to meet theopportunities that await you. As you plan out yourconference experience, take advantage of some of thenew and innovative work your peers are presenting.Hopefully you will be inspired to create someinnovation of your own. Maybe you will even take theCOSUGI 2013 Annual Conferenceopportunity to present your experience and ideas atnext year’s conference.I also take this opportunity to thank the many peoplewho have helped make this conference a reality:our conference chair, Kay Dunker and co-chair MarkWitteman have worked tirelessly to plan a great eventhere in Utah. The entire COSUGI board who have lenttheir advice and support. The folks at SirsiDynix for theirefforts both in helping with planning and presentingand also financially along with many other vendors whohave sponsored events, breaks and gifts. To Pia Jonesand her staff at ICM for all the work behind the scenesto see that the conference comes off flawlessly (atleast it always looks that way). To Shawn Andary fromthe Upper Peninsula Region of Library Cooperation inMichigan and Ruthanne Hansen from Utah State Libraryfor being our local arrangements contacts. And to thegreat state of Utah and to Salt Lake City for being ourgracious hosts. And finally, to you, our membership foryour support of this conference, which continues to giveus an opportunity to move our profession and ourselvesin a forward direction.Have a great conference!Tim RowleyCOSUGI Chair1
InformationTable of ContentsPresenter Contact Information 3Letter from SirsiDynix CEO 4Opening Reception 5Conference InformationLocations listed are in the Salt Palace Convention CenterRegistration Desk North FoyerSalt Palace Convention CenterWednesday, March 134:00 pm–7:00 pmMeeting Rooms/Sponsors 6Thursday, March 147:00 am–5:30 pmExhibitors 7Friday, March 158:00 am–3:00 pmThursday Schedule and Descriptions 8-11Exhibits Friday Schedule and Descriptions 12-18Thursday, March 143:45 pm–6:00 pmSaturday Schedule and Descriptions 20-25Friday, March 159:15 am–5:00 pmExhibitor Information 26-29Saturday, March 169:15 am–1:45 pmExhibit Hall: Ballroom E–JAsk SirsiDynix Room Room 150 B–CEvent StaffThursday, March 141:30 pm–4:00 pmFriday, March 158:15 am–4:15 pmICM event staff will be stationed at tables outside meeting rooms inthe Salt Palace Convention Center. Look for tables with the teal“Event Staff” banners. Staff will be able to provide any assistance youmay need.Saturday, March 168:15 am–4:00 pmThursday, March 143:45 pm–6:00 pmMessage BoardFriday, March 159:15 am–5:00 pmSaturday, March 169:15 am–1:45 pmA message board is located near the registration desk and is availablefor your use during the conference. You are welcome to leave amessage for another attendee on the message board. Other generalconference announcements may also be posted.Conference Welcome andSirsiDynix Opening Session Book ExchangeIn the spirit of recycling and sharing, we are doing a book exchange.You can take a book or leave a book, or both. Look for the table in theNorth Foyer by the Registration Desk.Internet/Print Area Sponsored by EnvisionWareExhibit Hall: Ballroom E–JBallroom B & DThursday, March 149:00 am–12:15 pmOpening Reception Sponsored by SirsiDynix The Depot13 N 400 W, Salt Lake CityThursday, March 147:00 pmCOSUGI Business Meeting Ballroom CFriday, March 154:30 pm–5:30 pmClosing and SirsiDynix Executive Q & A Saturday, March 16Ballroom B4:30 pm–5:30 pmCREDITSCOSUGI 2013 conference logo designed by Jim Carpenter, Farmington Public Library,Farmington, NM. Cover photo by Steve Greenwood, courtesy Salt Lake City CVB.2 Conference book design by:Jane English Design, www.janeenglishdesign.comCOSUGI 2013 Annual Conference
Get thePresenter Contact InformationMigell Acosta macosta@library.lacounty.gov Help for Your Help Desk: a Panel DiscussionKen Adams kadams@mt.gov Help for Your Help Desk: a Panel DiscussionAzucena Aguayo azucena.aguayo@uvu.edu Bringing E-Readers Into the Fray: Policy, Practice andImplementation – an UpdateShawn Andary sandary@uproc.lib.mi.us SirsiDynix, NCIP, INNReach, and More: How NCIP Can Streamlinethe Interlibrary Loan Process for SirsiDynix CustomersKaren Anderson kanderson@bslw.com Implementing RDA: a Panel DiscussionJeff Arnold arnold@cmlibrary.org Help for Your Help Desk: a Panel DiscussionJohn Attig jxa16@psu.edu Implementing RDA: a Panel DiscussionPat Beers BeersP@jocolibrary.org Symphony System Administration (Unix) Sharing SessionKen Behn behnk@stls.org Locally Hosted Enterprise and CustomizationsSteven K. Bowers sbowers@wayne.edu Discovery Layers: a Panel Discussion Stump the Chumps: HorizonQ&A Z39.50, OAI-PMH, and Single Search: Configuring a DiscoveryInterfaceRobert Bremer robert.bremer@nicholls.edu When Weeding Becomes a NecessityJohn Brooks jon.brooks@sirsidynix.com On the Edge of RDALisa Broughman llee@randolphcollege.edu Discovery Layers: a Panel Discussion Stump the Chumps: Horizon Q&ABrenda Cameron bcameron@fvrl.org Fine-tuning Your Symphony: Using System Administration Tools toCustomize WorkFlowsLynn Chandler Bertino lynn.bertino@wakegov.com Horizon Circulation and Cataloging Sharing session Put Your BestFacebook Forward Stump the Chumps: Horizon Q&AMelinda Chesbro mchesbro@fvrl.org Using Enterprise as a Web SiteAnton Chuppin anton@shortgrass.ca Using Traditional OPAC as a Tool for the Patron-Driven AcquisitionBruce Compton bruce.compton@leaguecitylibrary.org Using MarcEdit as a Tool to Prepare the Bibliographic Database for RDAKaren Cook kcook@slol.lib.la.us When Weeding Becomes a NecessityNathan Cosgray nathan.cosgray@spl.org Automating and Customizing Your Horizon NoticesMary Daubenspeck daubenspeckm@sccsc.edu Tagging! It Is Not Just for Graffiti Artists!Paula Deutsch paula.deutsch@nist.gov Customizing e-Library RevD at NISTKay Dunker k.dunker@vlc.lib.mi.us Implementing RDA: a Panel Discussion On the Edge of RDA Stump the Chumps: Horizon Q&ARyan Edwards reedward@usc.edu USC Libraries - HOMER Beta (SirsiDynix Enterprise)Renay Elve relve@cromaine.org A Global Community at Your Local LibraryMichael Engelbrecht mengelbrecht@cmlibrary.org Discovery Layers: a Panel Discussion Horizon SystemAdministration Sharing SessionJennifer Falkowski jfalkowski@somd.lib.md.us Symphony Circulation Sharing SessionMia Farley mfarley@vbgov.com Symphony Windows System Admin Sharing SessionCOSUGI 2013 Annual ConferencePhil Feilmeyer pfeilmeyer@hclib.org Stump the Chumps: Horizon Q&AStephen Gaines sgaines@ncls.org Locally Hosted Enterprise and CustomizationsDenis Galvin dgalvin@rice.edu Adding an Auto-completion/Suggestion System to the Library’sOnline Catalog Integrating Stackmaps into e-LibraryJoshua Greben jgreben@stanford.edu Developing and Implementing an Online Payment System UsingWells Fargo CyberSource at Stanford University LibrariesKathy Haese kathae.haese@sa.gov.au One Card – Creating a State Wide ConsortiumJoel Hahn jhahn@nileslibrary.org The Art of the Workaround Consortia Sharing Session & SIGMeeting Introduction to the Enhancement Process for Horizon,Symphony, and More SirsiDynix Web Services Sharing Session Stump the Chumps: Symphony Q&A Symphony APISharing SessionJames Harpe jharpe@acpl.lib.in.us Mobile Apps: One Institution’s ExperienceLynn Jacobson jacobson@coj.net Collection Inventory Using an Inventory Company and Symphony ReportsMarlene Johannes mjohannes@ucpl.lib.mo.us Horizon SMS Text Messaging – Getting StartedScott Johnson jscott@chilifresh.com A Global Community at Your Local LibraryJoni Klemencic jklemenc@vbgov.com Symphony System Administration (Windows) Sharing SessionRanny Lacanienta ranny.lacanienta@sirsidynix.com Implementing RDA: a Panel DiscussionAlisha Levasseur alishal@coj.net Collection Inventory Using an Inventory Company and Symphony ReportsHongfei Li hongfei.li@ufv.ca Data Transfer between ILS and Discovery LayersCarol Love clove@marcive.com Implementing RDA: a Panel DiscussionGeorge Marck ac8550@wayne.edu Using SQL Advantage to Write Custom Reports for HorizonRobert Maxwell robert maxwell@byu.edu Implementing RDA: a Panel DiscussionCarol McCollum cmccollum@wakegov.com Put Your Best Facebook ForwardDrew McNaughton drew.naughton@sirsidynix.com Climbing the e-Library Learning Curve: Tips and Tricks forSuccessful Customizations.Linda Meyer lib lsm@shsu.edu EDI Invoicing for EBSCO Periodical Subscriptions: FTP File RetrievalBreakthroughEmily Morton-Owens emily.morton-owens@spl.org Automating and Customizing Your Horizon NoticesKaren Niemla niemla@ulm.edu The Life and Lessons of Steve JobsAndrew Nisbet anisbet@epl.ca Getting The Edge by Automating the Discard ProcessJim Novy jjnovy@lakeshores.lib.wi.us An Automated Cataloging Work Flow with SkyRiverSteve Ohs sohs@lakeshores.lib.wi.us An Automated Cataloging Work Flow with SkyRiverTeri Oparanozie lib tlo@shsu.edu EDI Invoicing for EBSCO Periodical Subscriptions: FTP File RetrievalBreakthroughKendal Orrison kendal.orrison@railslibraries.info Discovery Layers: a Panel Discussion Stump the Chumps:Symphony Q&ANatalie Palermo natalie.palermo@law.lsu.edu MarcEdit For Beginners Symphony Reports Sharing SessionBret Parker Bret.Parker@stocktongov.com UNIX Tips and Tricks for Symphony AdministratorsLaDonna Pierce lpierce9@jhu.edu Using MarcEdit to increase efficiencyTim Rowley rowleyti@uvu.edu Bringing E-Readers Into the Fray: Policy, Practice andImplementation – an UpdateTopher Schlatter cschlatter@acpl.lib.in.us Mobile Apps: One Institution’s ExperienceSarah Seestone seestone@stanford.edu Developing and Implementing an Online Payment System UsingWells Fargo CyberSource at Stanford University LibrariesGloria Shutter gjshutte@hacc.edu Symphony Academic Reserves Sharing SessionCathy Sicard cathy@lsu.edu Help for Your Help Desk: a Panel DiscussionKarla Smith smith@winnefox.org Consortia Sharing Session & SIG MeetingKevin Smith kevin.smith@wakegov.com Discovery Layers: a Panel Discussion Put Your Best FacebookForward Stump the Chumps: Horizon Q&AJohn Solomon jsolomon@dclibraries.org Help for Your Help Desk: a Panel Discussion Discovery Layers: aPanel DiscussionKelli Staley kelli@lansingpl.org Symphony Cataloging Sharing SessionMarcy Stevens marcy@lsu.edu Users Group Best Practices.How to Plan a User’s ConferenceRichard A. Stewart rstewart@indiantrailslibrary.org Getting Ready for RDA: Ideas, Strategies, and ResourcesChris Stoddart cstoddart@epl.ca Getting The Edge by Automating the Discard ProcessMang Sun ms20@rice.edu Adding an Auto-completion/Suggestion System to the Library’sOnline Catalog Integrating Stackmaps into e-LibraryBrent Thompson brent.thompson@sirsidynix.com SirsiDynix, NCIP, INNReach, and More: How NCIP Can Streamlinethe Interlibrary Loan Process for SirsiDynix Customers Horizon SMSText Messaging - Getting StartedRobin Trehaeven rtrehaeven@littletongov.org Hacking Symphony Reports with Microsoft Word & Excel, anIntroduction to Report Selection, Data Extraction and CleanupZach Valdes zach.valdes@shsu.edu Using MarcEdit to increase efficiencyAdam C. Viator aviator@bpcc.edu Creating Groups and Editing Items in Item Group EditorMike Waugh mwaugh2@lsu.edu Discovery Layers: a Panel DiscussionMarilyn White marilyn.white@nist.gov Customizing e-Library RevD at NISTMark Witteman markw@lsu.edu Stump the Chumps: Symphony Q&A UNIX Tips and Tricks forSymphony AdministratorsJohn Wohlers jwohlers@waubonsee.edu Inventory the Android Way Stump the Chumps: Symphony Q&A Symphony Web Services 101: Getting Started Symphony WebServies 102: Make Web Pages More Useful with jQueryPhyllis Worrall phyllis@shortgrass.ca Working with BISAC as an Alternative Classification in Symphony3
SirsiDynix WelcomeWelcome to Utah! Along with the COSUGI conferencecommittee, SirsiDynix is thrilled to have the COSUGI2013 User Conference here in Salt Lake City, just a fewmiles from our corporate headquarters.Having the conferenceso close to home allows us to make even more of ourwonderful employees and company resources availableto support you and the great COSUGI conference. We willdo everything we can to help this year’s event be one ofthe best and most informative ever.Technology always moves fast, but it has never advancedwith more speed, bringing more fundamental changes tothe way we access and consume information, than is thecase today. COSUGI 2013 provides SirsiDynix with a greatopportunity to expand on the vision we outlined in Floridalast year. We are committed to providing you with theproducts and tools necessary to meet—and exceed—theneeds of an increasingly sophisticated user base. Thismeans not only building the products and services thatlibrary staff and their users need today, but anticipatingwhat will be needed tomorrow and beyond. We havenever been more focused on looking ahead to create thefunctionality that will win user mindshare and solidifylibraries as the first stop for access to both physical andelectronic content.Products like eResource Central, Social Library andBookMyne are designed to deliver on that objective.Our commitment to cloud computing and architecture4 means you’ll have more products, faster, and more easilymaintained than ever before. SirsiDynix BLUE Cloud istruly an initiative that will benefit our entire customerbase. And with the development of the web clients forCataloging, Circulation, Acquisitions, Serials and PublicAccess, libraries will have a state-of-the-art interfacebringing increased functionality and efficiencies toadministration, staff and end users. And make sure tojoin us at the Conference to hear about some brandnew initiatives designed to enhance your acquisitionsprocesses from start to finish!On behalf of the SirsiDynix team, I want to thank the COSUGIBoard for all the dedication they put toward the user groupand this great event. Thank you for being here with us.We appreciate this relationship and express our continuedcommitment to you as active and valued user groupmembers and SirsiDynix customers. We’re excited to moveforward with you and make this shared vision a reality!Bill DavisonSirsiDynix Chief Executive OfficerCOSUGI 2013 Annual Conference
Get theeulbbucl rty March 14 @ 7 pmpaDinner begins at 7 pmG. Love and Special Sauce Concertstarting at 8:30 pmThe Depot
Help for Your Help Desk: a Panel Discussion Ken Adams . kadams@mt.gov Help for Your Help Desk: a Panel Discussion Azucena Aguayo . azucena.aguayo@uvu.edu Bringing E-Readers Into the Fray: Policy, Practice and Implementation – an Update
