Alberta Library Conference

SirsiDynix Customer Meeting

26 April, 2007

The SirsiDynix Team

Steve DonoghueVice President Sales, Canada & Alaska

Susan BuchananVice President Sales, Strategic Accounts

Meeting Agenda

• SirsiDynix product announcement

• Unicorn/Rome introduction

• Path Forward for Dynix, Horizon and Unicorn customers

• Information sources and planning for Rome

• Topics and questions of interest

• General Q & A

SirsiDynix Product Announcement

SirsiDynix Product Announcement

• Horizon 8.0 updates at ALC and Focus Day at CPL in 2006– 6 beta sites (plus 4 other sites) in production with Horizon 8.0– Planned release of Horizon 8.0 was Q4 2006

• Announcement in March 2007 to abandon Horizon 8.0 product and

focus our development efforts on the Unicorn/Rome platform

• Since announcing Rome, we’ve spoken with hundreds of

customers. Throughout those discussions, several common themes

emerged.– What REALLY happened with Horizon 8/Corinthian and why?– When did you know you were going to change product direction?– Do you understand the inconvenience this has caused many of your

customers?– How can we have confidence that this newly announced direction will

really happen?

What REALLY Happened and Why?

• October 2006 CODI Conference Talin Bingham,

SirsiDynix CTO, announced using Compuware tools for

better control of development process.

• November and December 2006 Development team

implemented the tools on Horizon 8.0

• January and February 2007 results of testing indicated

serious problems that could take 18 months to fix.– Bandwidth– Hardware– Stability– Horizon 7.3 Feature Parity

Previous Projections for 8.0, 8.1 & 8.2 Rollout

• Horizon/Corinthian 8.0– GA beginning of 2007– TeleCirc, Talking Tech, Debt Collect, base language support

• Horizon/Corinthian 8.1– Beta Q2 2007– GA beginning Q3 2007– Media Scheduling, search enhancements, additional

language support

• Horizon/Corinthian 8.2– Beta Q3 2007– GA beginning Q1 2008– Electronic Resource Management

What REALLY Happened and Why?

• Detailed review of Unicorn as platform for future– 70% of Code had already been re-engineered – New Java Interface– HTML-based Interface development work started– Runs on Relational Database– Unicode compliant– More functionally rich than Horizon 8.0– Stable, Proven, High Quality

• Decision was made to use Unicorn as base code moving

forward– Much easier to infuse Unicorn with key Horizon functionality than

to continue to delay 8.0 release (18 months or more)– 8.0 show-stoppers not an issue with Unicorn

When did you know you were going to change product direction?

• Decision made by senior management week prior to

announcement

• CODI and UUGI boards contacted Monday morning

• 8.0 production customers contacted Monday and Tuesday

• Internal email Monday afternoon

• Company meeting Tuesday morning

• Customer notification Tuesday afternoon

Do you understand the inconvenience this has caused many of your customers?

• Communicated decision immediately

• Decision based on critical stability, quality and performance

• Allows SirsiDynix to spend more time and resources developing

new and improved functionality to all customers as apposed to

spending time stabilizing Horizon 8.0 performance.

• Many Dynix and Horizon customers have been waiting years for

the functionality promised in Horizon 8.0

• Unicorn/Rome offers an upgrade path for all customers now

How can we have confidence that this newly announced direction will really happen?

• SirsiDynix knew that the announcement could impact your trust

in us as a vendor

• Attend a demo of Unicorn

• See what we release this year

• We’ll prove to you that this is the best decision by what we

deliver

Rome Introduction

What is Rome?

• New technology platform that blends best of Unicorn,

Horizon/Corinthian, and other solutions

• Unicorn GL3.1 is the base for Rome– Stability, scalability, and full features immediately available

• All R&D resources now focused on a single platform

• Result: Greater capacity to deliver strategic solutions – New ILS core functionality– New faceted search– New visual search– Additional new portal functionality

• Upgrade path for Dynix, Horizon and Unicorn customers

Rome: Overview

FoundationQuality ● Stability ● Performance ● SaaS ● RDBMS Options

Library/ConsortiumManagement Solutions

•Comprehensive ILS functions• Web-based staff software

• Complete consortia support• Fully documented APIs

•Add-on solutions

Coming•Consortia record ownership

for cataloging •Consortia hierarchical settings

•Group holds function •New international features •Expanded reporting options

User ExperienceSolutions

•Search and discovery portals •Faceted/visual search

•Federated search•OpenURL linking solutions

•Security and authentication

Coming•User reviews

•User recommendations•Tagging

•Personalization•Expanded JSR168

portlet solutions

Content ManagementSolutions

•Digital asset management •ERM solutions

•Content-building solutions•Specialized K-12 content

Coming•More comprehensive ERM

•Digital object solutions

Unicorn

Unicorn

Horizon

UnicornSharedShared

Shared

“Rome” wasn’t built in a day … this product can’t possibly be released in 2007?

2007

Today’s Unicorn

• Java Staff Client GL3.1

• Full range of staff modules

• Oracle RDBMS

• Unicode

• Enterprise Portal with

integrated OPAC

• Rooms

• School Rooms

Rome Version 1 Preview

• Web Reporter

• Web Staff Client (beta Q2 07)

• Faceted/Visual Searching (Q3 07)

• 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

Migration/Upgrade Path for All Customers

Migration /Upgrade Paths

RomeRome

Unicorn GL3.1Unicorn GL3.1

Dynix ClassicDynix Classic Horizon 7.3Horizon 7.3 UnicornUnicorn

Unicorn GL3.1Unicorn GL3.1 Unicorn GL3.1Unicorn GL3.1

Information SourcesPlanning for Rome

Learning More about Unicorn/Rome

• Sales demonstrations • Focus days• Pre-recorded overview demonstrations

– Unicorn Overview– Unicorn Administration– Circulation– Collection Exchange– Cataloguing– Acquisitions – Serials– Enterprise Portal Solution– Rooms

• Customer website – http://customer.dynix.com/

• SirsiDynix TechTalk• Contact your Sales Representative

Learning More about Unicorn/Rome

• Sales demonstrations • Focus days• Pre-recorded overview demonstrations

– Unicorn Overview– Unicorn Administration– Circulation– Collection Exchange– Cataloguing– Acquisitions – Serials– Enterprise Portal Solution– Rooms

• Customer website – http://customer.dynix.com/

• SirsiDynix TechTalk• Contact your Sales Representative

Topics and Questions of Interest

What are the hardware & database 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

• Server requirements– Oracle recommended; cost-effective embedded licensing available– Numerous platforms supported– 32-bit and 64-bit supported

• Situations vary, so contact your SirsiDynix account

representative for specific needs

What Add on products will be supported?

• 3rd Party Product Support– Web Reporter– Envisionware– Self-Check / RFID (3M, ITG, Tagsys, OneStop)– eBooks– Wireless– Federated Searching– Digital Library– Enriched Content– Any SIP or NCIP Certified System

• API’s for custom interfaces and connection to non-

standards based system such as financial / accounting

systems

What features does Unicorn have for consortia?

• Unicorn already has most robust consortia features including:– Multiple Search Scoping Options– Robust Holdings Display Features– Local Portal & WorkFlows Branding– Display / Maintenance Policies– Unlimited Local Policies (patron types, item types, indexes, etc.)– Custom Policy Lists– Unlimited Holds Priority Levels– Support for MARC21, UniMARC, Dublin Core, and other custom formats

in same database– Access Control– Hierarchical Circulation Matrix– Local Reporting– Transaction Reporting

• Consortia SIG (Special Interest Group)• Many consortiums and State-wide systems already using Unicorn

What Horizon 8.0 features will be in Rome?

FoundationQuality ● Stability ● Performance ● SOA ● SaaS ● RDBMS

Library/ConsortiumManagement Solutions

•Comprehensive ILS functions• Web-based staff software

• Complete consortia support• Fully documented APIs

•Add-on solutions

Coming•Consortia record ownership

•Mass record changes •Consortia hierarchical settings

•“Netflix-ation” of holds •New international features •Expanded reporting options

User ExperienceSolutions

•Search and discovery portals •Faceted/visual search

•Federated search•OpenURL linking solutions

•Security and authentication

Coming•User reviews

•User recommendations•Tagging

•Personalization•Expanded JSR168

portlet solutions

Content ManagementSolutions

•Digital asset management •ERM solutions

•Content-building solutions•Specialized K-12 content

Coming•More comprehensive ERM

•Digital object solutions•More

Unicorn

Unicorn

Horizon

UnicornSharedShared

Shared

Will publish Horozon7.x/8.x features in Rome

What are the SaaS options?

• Software as a Service is available now

• More than 550 customers already using SirsiDynix hosted

services

• All library types – large or small sites

• International capabilities

• SaaS hosting facility in Canada

Other Questions and Topics of Interest

• How long will Horizon 7.3x/7.4 be supported?– No plans to drop support– Not pushing customers to move to Rome

• What is the life expectancy of Horizon 7.3.4 given Sybase

12.5 EOL in September 2008? Is Horizon 7.3.4

compatible with ASE 15? – We anticipate a release of Horizon in Q1 2008 that will support

ASE 15

• What is the life expectancy of Classic Dynix?– No plans to drop support– Will give two years notice when we do

Other Questions and Topics of Interest

• Will MSSQL be supported as a database environment? – Under investigation

• Will Community Resources functionality be supported?– Yes, this functionality is there today in Unicorn

• How long will SirsiDynix support Telecirc?– TeleCirc II is still currently supported for Horizon 7.3x– Telephone Messaging 3 and SVA supported on Rome– Messaging 3 product communicates via SIP

• What are the data extraction fees and other costs?– Migration services published for Horizon 8.0 are valid for Rome– Will be updating this document

General Q & A