"Go Live" Circulation Training Dates Announced

From: Cynthia White, Staff Development
To: All Managers

The "go live" date for implementation of Sirsi Unicorn is quickly approaching. To that end, we have developed a thorough Circulation training piece that will aid everyone in becoming comfortable with using the new system. Below you will find a list of 14 training sessions, scheduled at a variety of days and times for flexibility. This training program is for ALL full-time and part-time Circulation staff. Reference staff actively performing circulation duties will also need attend. This training will NOT cover circulation policy. Therefore, Information staff scheduled to attend must be familiar with circulation policies. Staff will need to attend only one Circulation training session. Please contact Cynthia White (email: whitec/phone: ext2722) to schedule your staff.

---

Among the 14 training sessions available listed there are:

• 2 time slots are available for each Thursday date: 1)8:30a-12:30p & 2)1-5pm
• 1 Saturday morning session
• 1 Tuesday evening session

Go Live SIRSI Circulation Training Dates/Times Available
1. Thurs	May 3	8:30a-12:30p
2. Thurs	May 3	1-5p
3. Thurs	May 10	8:30a-12:30p
4. Thurs	May 10	1-5p
5. Thurs	May 17	8:30a-12:30p
6. Thurs	May 17	1-5p
7. Sat	May 19	9:00a-1:00p
8. Tues	May 22	5:00-9:00p
9. Thurs	May 24	8:30a-12:30p
10. Thurs	May 24	1-5p
11. Thurs	May 31	8:30a-12:30p
12. Thurs	May 31	1-5p
13. Thurs	June 7	8:30a-12:30p
14. Thurs	June 7	1-5p

---

All sessions will be held in the Computer Training Lab-L50.

---

*Dates for Go Live Reference Training dates will be announced Tuesday April 10th.

SirsiDynix Project Manager's Weekly Status Report #50

Unicorn Project Status Report

Status Report Date: 3/30/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• A username and password was sent to Alan so that he can access Hyperion on the example site that was sent to him.

• Bill Ellett responded to a follow-up Classic Bridge question.

• Gina Wilhite is leaving SirsiDynix and will no longer be the Sales Rep. for Memphis.

• A list of contract items yet to be delivered was sent to Steve Foster.

• Steve Foster’s questions regarding maintenance were sent to Pam LaPier. He will be getting in touch with her for assistance in getting the information he needs.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time. The conference number will be used for all future calls.

• Continuing data review on the production server

• Continuing work on EPS/Rooms

Outstanding Issues

• Memphis is waiting on Damon’s return to complete IBM printer installation.

• Memphis continues to work with Norm on correcting the error with the custom automated backup script for their EPS/Rooms server.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

System rollout of Workflows underway

The latest update to Unicorn GL3.1 (Patch Cluster 5) has been installed and tested, and the systemwide rollout of the Workflows client software has begun.

Electronic Services' IT Support team has already installed the upgraded program on PCs in the Training Room, Serials/GovDocs, and Central Circulation, and will begin installation at branches this week.

As we move towards having access to Unicorn available throughout the system, staff training dates are being finalized. Expect an announcement soon!

"Combo-logo" by Kevin Dixon

SirsiDynix Project Manager's Weekly Status Report #49

Unicorn Project Status Report

Status Report Date: 3/23/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• Vince Jennings and Steve Foster attended this week’s call and one or both will be in attendance on most if not all of the remaining calls until go live. Vince and Steve are liaisons from the City of Memphis Office of Information Services.

• Progress continues on the IBM printer installation.

• Entitlement paperwork for the IBM printer 3 year warranty has been received from the vendor.

• Paul installed Patch Cluster 5 on the test server and has begun installing the client on workstations.

• Paul Gahn submitted another Classic Bridge discharge question that has been sent to Bill Ellett.

• SureStart calls with Pam Tejes have begun.

• Information on who Memphis will need to contact for their Sun server support and IBM printer support has been sent to them.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time. The conference number will be used for all future calls.

• Data review on the production server.

• Continuing work on EPS/Rooms.

Outstanding Issues

• Creation and application of the automated backup script for Memphis’ EPS/Rooms server by Wayne Coop.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

SirsiDynix Project Manager's Weekly Status Report #48

Unicorn Project Status Report

Status Report Date: 3/9/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• Progress is being made on the IBM printer installation.

• The order for the 3 year warranty is being processed by the vendor. When this is complete Memphis will be sent their entitlement paperwork.

• Damon Hunter installed Patch Cluster 5 for Memphis and ran the necessary reports.

• Wayne Coop created and applied the automated backup script for Memphis’ test and production severs. EPS/Room script will be completed soon.

• Carol Stennett provided an example of a Unicorn site that has EPS/Rooms and Hyperion.

• Craig Lawrence applied EPS/Rooms advanced limits specs to the test server and tested it.

• Paul Gahn submitted a Classic Bridge discharge question that has been sent to Bill Ellett.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time.

• Data review on the production server.

• Continuing work on EPS/Rooms.

Outstanding Issues

• None at this time.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

SirsiDynix introduces "Rome"

On the heels of its acquisition in January by Vista Equity Partners, and the departure last month of CEO Patrick Sommers, SirsiDynix announced on Tuesday that it is developing a new ILS, code-named "Rome," to be released later this year. According to the press release, the new technology platform will "built on the proven, scalable and extensible architecture of the industry-standard SirsiDynix Unicorn® Library Management System and will include an impressive set of new solutions created as part of SirsiDynix Horizon 8.0/Corinthian development. " A letter sent to current customers confirms that Unicorn GL3.1 will be the last release of the "Sirsi" ILS under the Unicorn name; the next major upgrade for Unicorn sites will be Rome. SirsiDynix will no longer develop the "Dynix" ILS, Horizon.

While this new development should have no immediate impact on MPLIC's implementation of Unicorn GL3.1, the company's decision to use Unicorn as the basis for continued ILS development should serve us well in the future when it's time to upgrade our system.

SirsiDynix Project Manager's Weekly Status Report #47

Unicorn Project Status Report

Note: Since the weekly reports have developed to a point where the majority of items are new, italics are no longer being used to identify new information.

Status Report Date: 3/2/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• Information on installing the IBM and Lexmark printers has been sent to Memphis.

• Cherise Thornton will accompany Pam Tejes to Memphis the week of their go live.

• The quote for the 3 year warranty was received and the warranty has been ordered.

• Paul Gahn submitted a data issue regarding the previous ID from Classic data not being loaded in the test load. Jennifer loaded those previous IDs this week.

• Paul Gahn has been working with Jeff Staten on the printer installation.

• Norm Curl and Paul continued their dialog about the automated backup script that Memphis wants us to create for them. Norm expects to begin this custom work early the week of March 5.

• Brett Hall was given Paul Gahn’s contact information in anticipation of working with him on Secured Resources.

• Margaret Pelfrey sent a Collection Exchange report to Memphis along with comments about training, testing, and scheduling future calls.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time.

• Data review on the production server.

• Continuing work on EPS/Rooms.

Outstanding Issues

• A request has been made to Carol Stennett for the name of a Hyperion site that Memphis can look at.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

SirsiDynix Project Manager's Weekly Status Report #46

Unicorn Project Status Report

Note: Since the weekly reports have developed to a point where the majority of items are new, italics are no longer being used to identify new information.

Status Report Date: 2/23/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• A request has been made to Carol Stennett for the name of a Hyperion site that Memphis can look at.

• In regards to the Oracle issue, John Dickson contacted Oracle and they have a solution for the Sun Solaris swap space/memory issue. They have not fully tested it but they gave it to SirsiDynix this week so that we can build and test with it. It will likely take most of the week to build, package, and test this patch. This is intended to be delivered with our Patch Cluster 5 and would not require the customer to get a patch from Oracle.

• Jeannie contacted Tim Hyde for advice on Memphis’ printer installations and is waiting on his response.

• Norm Curl and Paul continued their dialog about the automated backup script that Memphis wants us to create for them.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time.

• Data review on the production server.

• Continuing work on EPS/Rooms.

Outstanding Issues

• Jeannie is still waiting on the quote for the warranty on Memphis’ IBM printer. Once the quote is received the warranty can be ordered.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

SirsiDynix Project Manager's Weekly Status Report #45

Unicorn Project Status Report

Note: Since the weekly reports have developed to a point where the majority of items are new, italics are no longer being used to identify new information.

Status Report Date: 2/16/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• A quote request has been submitted for the warranty on Memphis’ IBM printer.

• Damon has said that installing the Serial port notice printer over the network will work.

• Jeannie reviewed with Memphis a list for Memphis of all unfulfilled items in their contract.

• Craig completed his work on the advanced limits EPS/Rooms specifications.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time.

• Data review on the production server.

• Continuing work on EPS/Rooms.

Outstanding Issues

• Jeannie contacted John Dickson to ask if he has any new information regarding the permanent fix to the Oracle memory leak problem and is waiting to hear back from him.

• Jeannie continues work with Damon on instructions for installing the IBM notice printer.

• Jeannie continues investigating how EPS/Rooms incidents are referencing their Unicorn server – through the IP or domain name.

• Norm Curl has told Jeannie that he hopes to write the automated backup scripts next week.

• Damon is continuing his investigation as to why the setdelinq report is erroring out on the test server. He has been told that this tends to happen after periods of inactivity; Monday mornings for example.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

SirsiDynix Project Manager's Weekly Status Report #44

Unicorn Project Status Report

Note: Since the weekly reports have developed to a point where the majority of items are new, italics are no longer being used to identify new information.

Status Report Date: 2/9/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• Memphis reported to Jeannie on their visit from Kristiana Burk, Tom Gates and Gena Wilhite on Monday of this week.

• Pam Lapier has been contacted about the warranty on Memphis’ IBM printer.

• Kristiana Burk has been contacted and asked whether Memphis will be trained on making policy changes in EPS/Rooms for after go live.

• Memphis has 23 SureStart calls remaining to use between now and the year after go live.

• Kristiana Burk has been asked if the EPS/Rooms documentation is going to be added to in any way. Memphis feels that there is lots of room for improvement and that there is a lot missing from the documentation.

• Jeannie is working with Damon on instructions for installing the IBM receipt printer. She also asked him about installing with Serial port versus over the network. They would prefer the versatility of installing over the network.

• Jeannie is working on a list for Memphis of all unfulfilled items in their contract.

• SVA configuration call with Belinda Hamm 2/7/07.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time.

• Data review on the production server.

• Continuing work on EPS/Rooms.

Outstanding Issues

• Waiting on permanent fix to Oracle memory leak.

• Craig Lawrence will complete his work on the advanced limits EPS/Rooms specifications work that was begun this week.

• Jeannie is investigating how EPS/Rooms incidents are referencing their Unicorn server – through the IP or domain name. Craig will look into this when he completes the advanced limits specs.

• Jeannie is investigating when custom work on server will be done.

• Damon is continuing his investigation as to why the setdelinq report is erroring out on the test server. He has been told that this tends to happen after periods of inactivity; Monday mornings for example.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

SirsiDynix Project Manager's Weekly Status Report #43

Unicorn Project Status Report

Note: Since the weekly reports have developed to a point where the majority of items are new, italics are no longer being used to identify new information.

Status Report Date: 2/2/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• Revised schedule was reviewed with Memphis; changes were made and were sent to Memphis.

• Jeannie confirmed that EPS/Rooms 2.2 will be released at the end of March, 2007.

• Jeannie is investigating what the SureStart time allotment will be for Memphis after they go live.

• Belinda Hamm installed the SIP2 interface this week.

• Alex Feng and Alan Stewart are continuing to work through EPS/Rooms questions and issues.

• Patch Cluster 5 will be released when a permanent fix for the Oracle memory leak is found. This is expected to be soon.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time.

• Data review on the production server.

• Continuing work on EPS/Rooms.

• Craig Lawrence will do the advanced limits EPS/Rooms specifications work.

• Kristiana Burk, Gena Wilhite, and Tom Gates will visit Memphis on 2/5/07.

• SVA configuration call with Belinda Hamm 2/7/07 at 9:00 am Central.

Outstanding Issues

• Waiting on permanent fix to Oracle memory leak.

• Jeannie is working with Damon on instructions for installing the two IBM receipt printers.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

Go Live now set for June 14

Our "Go Live" date for SirsiDynix Unicorn and EPS/Rooms is now set for June 14, 2007. The implementation timeline has been updated.

SirsiDynix Project Manager's Weekly Status Report #42

Unicorn Project Status Report

Note: Since the weekly reports have developed to a point where the majority of items are new, italics are no longer being used to identify new information.

Status Report Date: 1/26/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 6/14/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Laurie Chase/Bill Kessler/Gena Wilhite

Major Activities/ Meetings Completed

• Weekly Call

• Revised schedule was sent to Memphis with new go live date of 6/14/07.

• Jeannie is investigating possible dates that billable systems configuration work can be done.

• Jennifer submitted her responses to the most recent data issues log from Memphis.

• Jeannie is pursuing why the advanced limits EPS/Rooms specifications work has not been done.

• Steve McCafferty returned Memphis’ contract to Alan with responses.

• Jeannie clarified that Memphis has purchased NCIP which is described in the contracted as an Enhanced LINCPlus Interface.

• Memphis asked if EPS/Rooms 2.2 release is still scheduled for 3/1.

• Memphis asked Jeannie to find out how EPS/Rooms incidents are referencing their Unicorn server – through the IP or domain name.

Activities/ Meetings Scheduled for Next Week

• Weekly Call on Tuesday at 2:00 Central time.
• Data review on the production server
• Continuing work on EPS/Rooms

Outstanding Issues

• Waiting on permanent fix to Oracle memory leak.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed to 6/14/07.

More on the ILS from our Technical Trainer

In addition to the Go Live Reference Training Wiki discussed below, Kevin Dixon has started the Go Live Series, a special series regarding the new ILS, on the MPLIC Tech Train blog. This series will include frequent posts (sometimes daily) regarding one aspect of the new ILS. The first few posts in the series focus on the new Hold procedures.

(Remember, since blogs are in reverse-chronological order, the newest material will always be on top. Therefore, if you want to start from the beginning, just scroll down to the bottom and go up.)

Reference Training Wiki for new ILS now available

Although both our Go Live date and the scheduled training leading up to it have been postponed, staff can get a preview of the training to come by visiting the Go Live! Sirsi ILS Reference Training Wiki, developed by Kevin Dixon in Staff Development. Read this post (and this one as well) from Kevin's MPLIC Tech Train blog for more details.

Sirsi Unicorn "Go Live" date has been postponed

Text of e-mail sent to all staff, 01/24/07:

In conjunction with the Sirsi Project Manager and several key team members here, we have mutually agreed to postpone the "Go Live" date until later in the spring. This decision is a result of several factors, and will result in a smoother transition and improved product performance for staff and customers. Some of the key reasons for this decision are:

1. Sirsi is nearing completion of an upgrade that will provide greater functionality and system performance. We have an opportunity to participate in this upgrade. Rather than rush the process through, we feel that it is crucial to have time to test the enhancements and ensure that we have a robust, user-riendly product.

2. The postponement allows us a better opportunity to develop thorough training materials and a streamlined process so that everyone is trained in a timely manner.

3. We recognize that February is an extremely busy time for public service staff. This postponement will allow you the opportunity to schedule adequately to meet customer demands during this period.

A revised implementation timeline and specific new date for "Go Live" will be forthcoming. In the meantime, the training schedule previously announced for Circulation and Information staff is cancelled. As we move closer to completion, Cynthia will announce Circulation and Reference training dates and open the enrollment.

Should you have any questions or concerns about this change, feel free to contact met at 2723 or virgiliod or Alan Stewart at 2856 or stewarta. Also, you may track any updates to the project by visiting the ILS blog found here: http://memphislibrary.blogspot.com/

Thanks for your continued support for this essential service enhancement.

Damone Virgilio
Staff Development Manager
Memphis Public Library and Information Center
3030 Poplar Ave.
Memphis, TN 38111
901-415-2723

SirsiDynix Project Manager's Weekly Status Report #41

Unicorn Project Status Report

Note: Since the weekly reports have developed to a point where the majority of items are new, italics are no longer being used to identify new information.

Status Report Date: 1/19/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: TBD - postponed
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Laurie Chase/Bill Kessler[/Gena Wilhite]

Major Activities/ Meetings Completed

• Weekly Call

• Memphis has decided to postpone their go live. They want to push out the date to sometime between March 15 and June 14 which is the end of their fiscal year. ..

• An Oracle related Memory Leak was discovered at Memphis. Damon put a 10.1.0.5 instant client in place which is a temporary fix and which should resolve the memory/swap issues for the short term.

• Gena Wilhite sent Memphis a quote for billable systems configuration. It was accepted by Memphis and returned to SirsiDynix. Jeannie is investigating possible dates that this work can be done.

• A request has been sent to Jennifer Hendrickson for her to respond to Memphis’ question regarding migrating call numbers with mixed case. She is working on her responses to the most recent data log.

• Alan feels that there is a rooms training piece missing regarding EPS/Rooms configuration and populating the user database and configuring searches. These are things that have to work before they go live and which they have had little or no training for. Additionally, they want to do something similar to Bloomington and keep their own home page with a login and search box from EPS/Rooms on the regular web page. Alan sent emails in reference to these issues to Jeannie Peters and copied the Rooms team on it.

• Memphis is extremely disappointed that we had to ask them for the EPS/Rooms customization spreadsheet again. This was given to us last year on schedule and it appears that nothing has been done with the information. They do not currently have a functioning OPAC. When they do a keyword search they get no results and an error message. [Correction: The basic keyword search does work - use of Item Group limiters does not work in Basic Search. -- AS, 01/24/07] Advanced limits specifications cannot be set. They want to know what happened on our end and why this work was never done. Jeannie Peters will pursue this.

• Memphis requested that Steve McCafferty be approached regarding their contract to see if he is waiting on responses or information from Memphis.

Activities/ Meetings Scheduled for Next Week

• Weekly Call.
• Data review on the production server
• Continuing work on EPS/Rooms

Outstanding Issues

• Alex Feng is responding to Memphis on existing Client Care issues regarding Rooms.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule		Production load 3/14/07
SirsiDynix Training	On Schedule
Go Live	On Schedule		Postponed by customer. New schedule is being created.

SirsiDynix Project Manager's Weekly Status Report #40

Unicorn Project Status Report

Note: New and/or revised information is italicized.

Status Report Date: 1/12/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 03/15/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Laurie Chase/Bill Kessler

Major Activities/ Meetings Completed
• Weekly Call
• Jeannie sent Alan and Paul information regarding the 260 as an alternate search in response to a searching issue experienced earlier in the project.
• Memphis has decided to delay installation of their LINCPlus until 3-6 months after their go live.
• Bill Kessler sent Memphis a quote for some billable custom server configuration.
• Pam Tejes was onsite January 9-11 for a consulting visit.
• Jeannie is researching LINCPlus questions from Memphis.
• The IBM system printer has arrived onsite and it will be installed this week.
• A request has been sent to Jennifer Hendrickson for her to respond to Memphis’ question regarding migrating call numbers with mixed case.
• Belinda Hamm has been requested to coordinate any needed HIR with Memphis if needed for the SIP2 installation.
• A request has been sent to Belinda Hamm to confirm whether or not she can do her SVA call with Memphis on February 5. Their SVA is to be installed in February and this needs to be put on her schedule with specific dates.
• Jeannie is working on updating the timeline/schedule and will return this to Memphis the week of January 15.
• Memphis has notified Margaret Pelfrey that they will delay Collection Exchange training and implementation until sometime after they go live. They will use the Recirculate functionality for their Large Print Rotating Collection.

Activities/ Meetings Scheduled for Next Week
• Weekly Call on Thursday [1/18] at 10 MT, 11 CT.
• Data review on the production server
• Continuing work on EPS/Rooms

Outstanding Issues
• Kristiana Burk was on the weekly call with Memphis. For now, all EPS/Rooms [questions] will go to her and Alex Feng rather than Client Care in order to have them responded to more quickly. Kristiana also stated that we hope that 2.2 will be released on March 1 and that we will work with Memphis on the installation of it. We will do a WebEx session with them to go over the differences between 2.2 and 2.1. She stressed that Memphis’ EPS/Rooms issues are a priority for us and she offered to go there for a half day onsite visit to talk over their concerns and get their feedback.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule		Production load 3/14/07
SirsiDynix Training	On Schedule
Go Live	On Schedule

SirsiDynix Project Manager's Weekly Status Report #39

Unicorn Project Status Report

Note: New and/or revised information is italicized.

Status Report Date: 1/5/07
Site Name: Memphis Public Library (24 libraries)
Client Contact: Alan Stewart
Go-Live Date: 03/15/07
Software Release: GL 3.1
Go-Live: Yes
SureStart: 9 months

Project Manager: Jeannie Peters
Implementation Team: Damon Hunter (CS), Jenny Hendrickson (DC), Patty Suessen (TR), Pam Tejes (SC)
Sales Representative: Laurie Chase/Bill Kessler

Major Activities/ Meetings Completed
• Weekly Call
• Steve Foster, who was Memphis’ main contact for this project, retired in December. Alan Stewart will step in as main contact.
• Jeannie is continuing to pursue information regarding the 260 as an alternate search.
• The SVA server was shipped to Memphis the last week in December and has arrived on site. Jeannie is getting instructions for installing the server.
• The extra Lexmark printer and cable which were delivered to Memphis have been picked up and returned to the manufacturer.
• Memphis will definitely have us load the Marc holdings as they are rather than request custom work on them.
• The SIP2 questionnaire has been returned and SIP2 has been put on Belinda Hamm’s schedule for configuration the week of January 30.
• Bill Kessler is working on a quote for some billable custom configuration on the server that Memphis requested.
• Jeannie will meet with Kristiana Burke the Friday, January 5 to discuss the status of Memphis EPS/Rooms issues.


Activities/ Meetings Scheduled for Next Week
• Weekly Call.
• Data review on the production server
• Continuing work on EPS/Rooms
• Pam Tejes will be onsite January 9-11 for a consulting visit.

Outstanding Issues
• EPS/Rooms incident 215132
• Shawn Ewing contacted Alan in regards to incident 215132. He will send Alan information to correct the issue in the first part of the incident. The second part of the incident refers to a bug in the software and Shawn has escalated the incident to the Rooms team.
• There are continuing serious concerns about the nonresponsiveness of Client Care to the Rooms incidents that Memphis has been opening. This problem is being discussed with the Rooms team management.

Project Status:

Event	Status	Completion Date	Notes:
Schedule	Completed	01/24/06
Hardware Install	Completed	04/18/06
Software	Completed	06/02/06
Policies/Profiling	Completed	05/25/06
Data	On Schedule		Production load 3/14/07
SirsiDynix Training	On Schedule
Go Live	On Schedule

SirsiDynix acquired by Vista Equity Partners

SirsiDynix announced on December 27 that it will be acquired by Vista Equity Partners, a $1 billion private equity firm that focuses on investing in software and technology businesses. According to Lebron Miles, spokesman for SirsiDynix, there are no current plans to change the SirsiDynix name, and customers are not expected to see any difference in services.

For more details, and some expert analysis:

• SirsiDynix's official press release (PDF format)
• "SirsiDynix Acquired by Private Equity Firm; Service To Remain Same, but Will Costs Rise?" LibraryJournal.com, 12/27/06.
• "SirsiDynix Finds a New Investor," Andrew K. Pace (the "Hectic Pace" blog), 12/28/06.
• "SirsiDynix Acquisition: Another Step for Private Equity Firms," LibraryJournal.com, 1/2/07.