1.
Louisiana Library Association Conference
March 26, 2015

2.
Today’s LOUIS Update…..
Proudly presented by the 5 of 8 LOUIS Team members:
Sara Zimmerman
Marcy Stevens
Lisa Stigall
Zehra Zamin
Jaime Barrilleaux

3.
Administration of Initiatives

4.
LOUIS is responsible for 3 main Initiatives
• Library Services Platform (LSP) = Integrated Library System (ILS: SirsiDynix
Symphony) + Discovery (EBSCO EDS) + other pieces
• Electronic Resources (Consortia and Mini)
• Interlibrary Loan System (OCLC Atlas ILLiad)

5.
BatonRougeCommunityCollege
BossierParishCommunityCollege
CentralLATechCommunityCollege
DelgadoCommunityCollege
GramblingStateUniversity
LEFletcherCommunityCollege
LouisianaDeltaCommunityCollege
LouisianaStateUniversity
LouisianaStateUniversity-CES
LouisianaStateUniversityatAlexandria
LouisianaStateUniversityatEunice
LouisianaStateUniversityLawCenter
LouisianaStateUniversityinShreveport
LouisianaTechUniversity
LUMCON
McNeeseStateUniversity
NichollsStateUniversity
NorthshoreTechnicalCommunityCollege
NorthwesternLouisianaUniversity
NunezCommunityCollege
RiverParishesCommunityCollege
SouthLouisianaCommunityCollege
SoutheasternLouisianaUniversity
SouthernUniversity
SouthernUniversityLawCenter
SouthernUniversityinNewOrleans
SouthernUniversityinShreveport/Bossier
SowelaCommunityCollege
UniversityofLouisianainLafayette
UniversityofLouisianainMonroe
UniversityofNewOrleans
LSUHealthSciencesCenter-NO(75%)
LSUHealthSciencesCenter-Shrev(25%)
Pennington
CentenaryCollegeofLouisiana
DillardUniversity
LouisianaCollege
LoyolaUniversityNewOrleans
OurLadyofHolyCrossCollege
OurLadyoftheLakeCollege
SaintJosephSeminaryCollege
TulaneUniversity
XavierUniversity
TulaneLaw
NewOrleansBaptistTheologicalSeminary
StateLibrary
StateMuseum
HistoricNOCollection
Training
Webpage
Data Loads
EDS
Listserves
FootPrints
LUC
Digital Library
EZProxy
Mini Resources
Electronic Resources
AtoZ Support
ILL Support
Gov Doc
EDS Support
Backups Hotsite
Symphony Support
Services Necessary to Support 3 Initiatives

6.
LOUIS Staff Years of Experience
0
5
10
15
20
25
30
35
Years exp 191+
Years w LOUIS 125+

7.
LOUIS Budget & Savings
$4,085,971
$3,167,292
$3,674,384 $3,949,184 $4,089,271 $4,145,641
$14,324,364
$16,021,872
$20,686,692 $20,907,420
$21,534,642
$22,180,681
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
2009/10 2010/11 2011/12 2012/13 2013/14 2014/15
LOUIS Budget
Cost Savings

8.
LOUIS Funding
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
$4,500,000
66/34 16/84 27/73 13/87 12/88 20/80
2009/10 2010/11 2011/12 2012/13 2013/14 2014/15
Member $$
Regent $$

9.
65%
26%
8%
1%
LOUIS Time 13-14
ILS & Discovery
E-Resource
ILL
Digital Library
30%
67%
3%
0%
LOUIS Budget 14-15
ILS & Discovery
E-Resources
ILL
Digital Library
Budget vs Time

10.
Library Services Platform (LSP)
for LOUIS

11.
History
• 1990-1995: Automated academic libraries on NOTIS
• 1997: LLN Technology Committee led efforts to find a replacement for the
NOTIS LMS by investigating next generation Integrated Library Systems (ILS)
through literature reviews, vendor demos, surveys, an RFP and site visits
• Jul 2001: $4M funded by Louisiana Board of Regents to license and
implement Sirsi Unicorn ILS
• Jul 2001 - Aug 2002: Phase 1 -3 sites migrated from NOTIS to Unicorn
• Jul 2003 - Jun 2004: Phase 4 sites implemented on Unicorn
• Aug 2007 - SirsiDynix Unicorn rebranded as SirsiDynix Symphony
• Oct 2009: Executed a 5-year contract with SirsiDynix for Symphony
• Jun 2013 - Oct 2014: 4 new sites added to Symphony
• Oct 2014: LOUIS locally hosts and supports the Symphony ILS for 34
Louisiana college and university member libraries
• Sept 2014: SirsiDynix 5-year contract expiring and next gen ILS buzz

12.
Next Generation Despite Our Challenges?

13.
• Needs of member libraries and their users
• Shrinking library budgets and staff
• Plethora of next generation ILS systems and current ILS maintenance costs
• Strategic Partnerships – SD BLUEcloud Campus and EBSCO Suite
• Institutional knowledge of Symphony continues to grow as LOUIS staff
regularly collaborates on tasks and projects, i.e. LOUIS weekly team meetings
• Current hardware, database platform, and operating system infrastructure
• Input from SirsiDynix, LSU IT support staff, Sys Admins, COSUGI, and ICOLC
Evaluate the Current Landscape

14.
Do we need the latest & greatest to meet our needs?

15.
LOUIS Library Services Platform (LSP)
• SD BLUEcloud Campus: Next-generation suite of tools using modern
architecture and Web Services - BC Cataloging, BC Circulation, BC Acquisitions,
BC Serials, BC Analytics, BC PAC, BookMyne and Universal Admin, etc.
• EBSCO Suite: EBSCO Discovery Service (EDS), EBSCOadmin, Full Text Finder
• EDS integration with e-Library, i.e. patron functionality and reserves
• Auto-harvesting Symphony bibliographic, holdings and policy data for EDS in
place of custom scripts
• ILLiad for Interlibrary Loan
• Custom processes with Symphony Web Services

16.
LOUIS Delivers ILS Services

17.
• Customer support (your helpdesk)
– Quick yet thorough work on your problems and questions
– LOUIS staff are people your system admin knows
– LOUIS staff have abundant direct experience with Symphony
• Under the hood
– Hardware, operating system, webserver (Apache), backups, security
– We work with the UNIX and hardware experts at LSU/ITS
• Upgrades & Service Packs
— Read and summarize release notes
— System Admins vote yes or no
— Scheduled with your input
— Work with SirsiDynix to assure successful & speedy updates (less downtime)
LOUIS delivers ILS services

18.
LOUIS is “plugged in”
• LOUIS works with SirsiDynix
– Strategic Partnership Program & BETA Testing
– New Symphony versions
– New products: MobileCirc, BLUEcloud
– Product Managers
– Sales, Legal/Contracts (cost negotiations save $$$)
– Customer Support
• Active in COSUGI (user group)
– Another way to influence the vendor
– Our fellow customers are resources too

19.
LOUIS is your ILS consulting team
• E-Library (OPAC)
– “Forgot my PIN”
– Colors & logos that to match campus web site
• Record loads
– A-to-Z, Gov Docs, patron loads
• Business intelligence
– Monthly & annual stats
– Break down data by call number ranges
– Reports for acq, circ, bib data, easily opened in Excel

20.
LOUIS is your ILS consulting team
• Record editing
– Call number updates, user ID switches, EZproxy URL prefixes
• Campus integration
– Banner patron loads, circ bill exports, invoice payments
• Fast fixes
– DISCARD report gone wrong, deleted the wrong records, record load gone
wrong

21.
LOUIS is your ILS consulting team
• If you can describe it, we can probably do it
– Record loads
– Edit data
– Custom reports
– Within reason
• Bear in mind, consulting work is generally billable
– SirsiDynix charges $300 per hour!
– No separate charge with LOUIS

22.
Backups, Disaster Recovery and
Securing Your Data

23.
 Formal disaster plan in
place
 Conducted every other
year
 Hotsite server located at
LaTech
 Minimal downtime
during the switch over

24.
Online Catalog and Secure Browsing
 Autonomous, unique, and configurable
 Individual customizations can be site
controlled or changed on the server side
 Over 200 custom e-Library pages
 SSL certificates ensures patron’s private data
is protected

25.
9
21
4
0
5
10
15
20
25
OCLC hosts
EZproxy
Site hosts own
EZproxy
LOUIS hosts
EZproxy
Who Runs Your Site's EZproxy Server
OCLC hosts EZproxy
Site hosts own EZproxy
LOUIS hosts EZproxy

26.
0
10
20
30
40
50
60
70
Electronic Resources ILLiad SirsiDynix
Number of FootPrintsUserIDs per Initiative

27.
0
20
40
60
80
100
120
140
160
180
200
Acquisitions
AtoZ
Authorities
Cataloging
Circulation
e-Library
EDS
Electronic…
EZproxy
General
GovDocs
ILLiad
Learningwith…
LinkSource
Listservs
LOUISBasics
LOUISDecisions
LOUISDigital…
LOUISStaffInfo
MobileCirc
OPAC
Printing
Reports
Serials
Servers
SirsiDynixMentor
SmartPort
SSH
Start-up
UNIX
Upgrades
WebServices
Website
WorkFlows
Z39.50
Number of KnowledgeBase Documentsby Category

28.
Advocate
A person who supports, recommends, or speaks in favor of
something, esp. a proposal or doctrine.

29.
LOUIS is Your User Advocate
• EBSCO Discovery Service – EDS
– LOUIS scripts to extract and send catalog data
• Add, updates and deletes sent daily
• Full catalog rebuilds sent once a month
• Location and library policy changes sent as needed
– Enhancements
• Work with EBSCO on enhancement requests
– Example: ER #63220 #94236 Ability to Limit to Printed Books vs eBooks within
EDS

30.
LOUIS is Your User Advocate
• EBSCO Discovery Service – Future plans
– SirsiDynix and EBSCO partnership - working together to
seamlessly link the two products
– Full Text Finder (FTF) – AtoZ merge with EBSCOhost
• Publication Searching with auto-complete
• Holdings Management Tools
• Link Management & Resolver
• Features will appear in EBSCOhost and EDS
• Summer 2015

31.
LOUIS is Your Staff Advocate
• Public Service Assistance
– Symphony Circulation Issues and User Loads
• LCTCS Patron Record Project
– Resource IP management and access
• LOUIS updates vendors and is your access helpdesk
– EZproxy configuration assistance
• Assist all sites with EZproxy questions – not just the sites that use
the LOUIS EZproxy server

32.
LOUIS is Your Staff Advocate
• Technical Service
– EBSCO AtoZ Records loads
• Monthly Load of LOUIS Marc Record File
• Monthly Remove of non-updated records
• Latest LOUIS file contained 67,252 records
– Bibload Management Service
• Load and Remove records for your site

33.
LOUIS is Your Staff Advocate
• List Monitoring – LOUIS team subscribe to multiple listservs in
order to monitor our vendor relationship and forward
pertinent information including:
– Content updates
– Training opportunities
– Interface changes
– Enhancements
– Downtime

34.
Negotiations

35.
LOUIS NEGOTIATES ON YOUR BEHALF
Strive for ‘big bang for your bucks’!
 Focus on negotiating prices for:
• LOUIS electronic resources subscriptions
• Mini-consortia subscriptions
• Government documents
• ILLiad
• EZproxy for authentication
• SirsiDynix suite of products
• EBSCO suite of products
 No fees tacked on … what the vendor provides, we send to you!

36.
Negotiate with ….
LOUIS electronic resources: 11 vendors
Mini-consortia: 15 vendors
Other products: 7 vendors
American Library Association
American Mathematical Society
Annual Reviews
Atlas
Bomgar
Chemical Abstracts Service
Chronicle
Credo
Ebsco
Elsevier
Gale
IEEE
JSTOR
Learning Express
Marcive
New York Times
OCLC
Readex/Newsback
RegOnline
Sage
SirsiDynix
Springer
Springshare
Thomson Reuters

37.
LOUIS negotiated savings for electronic resources
Total LOUIS subscriptions: 13
Resources: 82
Market price: $7,052,773
LOUIS price: $2,795,427
Total savings: $4,257,346

38.
Mini-consortia growth 2001-2014
0
5
10
15
20
25
30
2000 2002 2004 2006 2008 2010 2012 2014 2016
Mini-consortia growth
Mini-consortia growth

39.
LOUIS negotiated savings for Mini-consortia
Total mini-consortia: 31
Market price: $7,081,531
LOUIS price: $2,037,761
Total savings: $5,043,770

40.
Go beyond negotiating …. make it accessible!
 Make the data available to patrons:
• Get MARC records for: Databases, Government documents
• Ensure authentication: EZproxy configuration, IP addresses
• Load the bibliographic files:
- Vendor files
- AtoZ MARC files (LOUIS databases / Library licensed dbs)
- Government documents files
 LOUIS is always available to load the files for your library
 Is it being used? … Usage statistics
• Usage Consolidation (Ebsco)
• Vendor statistics

41.
ILLiad At Your Library
Interlibrary Lending Automation
A Comic by Adam C Viator

42.
1498% increase over 10 Years

43.
Benefits of ILLiad
• LOUIS-assisted troubleshooting and
customization
• Inexpensive
• Intuitive interface
• Automation saves staff time
• What would your ILL look like without it?

44.
LOUIS Facilitates Collaboration
Bomgar – Site Visits – Site-to-Site –
Boot Camps – Sharing Sessions –
Meetings

45.
Bomgar
• Issue: Immediate assistance on time crucial issues
• Scope: Narrow; typically one topic where time is
critical
• Example: ILLiad Client will not open after upgrade
• Location: Remote screen sharing where LOUIS Team
Member can view or control Library Staff computers
• Who Attends: Any Library Staff, filtered through LOUIS
Contact
• Statistics: 19 remote-sharing sessions

46.
Site Visits
• Issue: Non-immediate assistance
• Scope: Narrowish; deep exploration of multiple topics
chosen by Library Staff
• Example: Cannot figure out how to get a particular
statistics report to run, while you’re coming let’s talk about
Serials Control Records
• Location: Face-to-face troubleshooting where LOUIS Team
Member(s) come to Library’s Staff’s home library
• Who Attends: Any Library Staff who have a topic to discuss
• Statistics: 15 site visits in 2013-14, 6 since July

47.
Boot Camps
• Issue: Non-immediate overview or training on a few topics
• Scope: Broad; training on or overview of multiple topics chosen by
Library Staff compiled into agenda by LOUIS Team; can be group or
individual sessions
• Example: I’d like an overview of the Circulation Map and a better
understanding of report selection criteria
• Location: Central location for group, Library Staff’s home library for
individual
• Who Attends: Typically Sys Admins for group but individual boot
camps are open to any Library Staff who has a topic they’d like to
better understand
• Statistics: 2 group in 2012-13, 1 individual in 2014

48.
Sharing Sessions
• Issue: Non-immediate insight into how other sites are handling a certain
topic, interaction between LOUIS Member Libraries and moderated by
LOUIS Team Member
• Scope: Broad; topics chosen by attending Library Staff and arranged into
an agenda by the LOUIS Team
• Example: I wonder who has set up direct request in ILLiad, I wonder who
plans to convert records to RDA
• Location: Central Location in the North and South of the state at volunteer
host libraries, LOUIS pays travel for Conference Attendee presenters
• Who Attends: Any Library Staff member using ILLiad and/or Symphony
• Statistics: 2 ILLiad and 2 Symphony Sharing Sessions held each year

49.
Site-to-Site Collaboration
• Issue: Immediate or non-immediate issue which another LOUIS
Library Member has greater expertise than LOUIS Team Member
• Scope: Narrow; topic where insight from staff at another LOUIS
Library is more efficient than working with the LOUIS Team or a
group of LOUIS Members
• Example: I’d like to get started using custom Widgets in EDS and
another site has already succeeded in that task
• Location: LOUIS-facilitated remote sharing or Library Staff travelling
to another Library with LOUIS paying travel expenses
• Who Attends: LOUIS Contact to LOUIS Contact

50.
Meetings
• Issue: Non-immediate updates as chosen by LOUIS Team
and/or supplied by attending Library Staff
• Scope: Broad; topics that cover the entire scope of LOUIS
Consortium activities: Narrow; topics that require LOUIS
Team input for issues that effect a large number of sites
• Example: LALINC Meetings, Bi-annual Sys Admin Meetings,
LCTCS Patron Load Meetings
• Location: Central location at volunteer host libraries and/or
rented venues
• Who Attends: LOUIS Contacts from various groups

51.
Outreach & Communications

52.
Learning with LOUIS
Teaching, learning, and sharing
webinar program facilitated by
LOUIS
Launched March 2013
20 webinars to date
586 participants
4 scheduled - November, January,
February, & May
Recordings can be access via our
website & Knowledge Base
Open call for presentations &
suggestions

53.
Subscription began October 2013
Started with 5 IDs; increased to 8
IDs in spring 2014
28 checkouts; 19 sites:
BPCC
Centenary
Delgado
Delta
LATECH
LOUIS
LSU
McNeese
Nicholls
NTCC
OLHCC
OLOL
SLCC
SOWELA
SUNO
ULL
ULM
UNO
Xavier
Over 145 courses accessed to
date
Renewing October 1st
SirsiDynix Mentor

54.
Vendor Trainings
LOUIS helps facilitate vendor-led
trainings based on needs
identified by member libraries &
vendors
Webinars
Face-to-face
Current products & services
New products, services, &
technologies
In 2014, LOUIS facilitated 179
vendor-led trainings

55.
LOUIS has hosted a users’
conference every year since 1992
Purpose is bring our partners
together to communicate &
collaborate
Two-day conference each fall
Sessions support the Library
Services Platform
Presenters include librarians and
staff from member libraries &
partnering vendors
LOUIS Users Conference

56.
Community Outreach
LLA Academic Section Meet and Greet
LLA Legislature Day
Louisiana Book Festival
Open Houses
“In addition to providing needed service to community members, community outreach
programs…provide a unique opportunity to improve public image within a service
community and offers excellent collaboration opportunities with community leaders,
groups and organizations that will enhance overall…service.” – Lisa Livesay, Carole Petro,
and Starla Yelm

57.
Discussion Lists
39
8
55
315
50
131
87
77
0
50
100
150
200
250
300
350
No. of
Subscribers
Manage 8 lists
Primary source of communication
Discussion List Webpage
Web Interface

58.
LOUIS Solution Center
Under Resources & in Quick Links
Details LOUIS support services &
applications
Statistics
Under Resources & in Quick Links
ILS statistics; information about DL &
ER statistics (stats prior to 2013
available)
Public Relations
Under Resources
Promotional publications & tools;
LOUIS logos
LOUISLibraries.org
LALINC
Under Governance
About page, publications, member
lists
Task Forces & Interest Groups
Under Governance
About pages, publications, member
lists
LOUIS @ myLibrary
Under Resources & in Quick Links
Built with student community in
mind
Search menus, participation reports,
webpage shortcuts
“Websites promote you 24/7: No employee will do that.”― Paul Cookson

59.
Expanded social media presence by recommendation of the LALINC
Communication Task Force
LOUIS in Social Media
“Social networking websites like Facebook, Twitter, and Tumblr provide an unparalleled
ability for people to stay connected in new and unique ways.” -Michael Bennet

60.
Questions?

61.
• Business Plan in the works using LUMA Consulting
• 2013-2016 Strategic Plan October 2014 Report is distributed
• 6 active Task Forces
• 2 new initiatives
– Automation of LALINC card (Resource Sharing TF)
– Evaluation of SD platforms (future needs/options)
What else is going on?