innovating our future….together · 1st to market native mobile staff app –mobile worklists 1st...

presented by

Innovating Our Future...Together

Dennis J. Carter - Wisconsin

Michael Macenas - Illinois

COMPETITION FOR TIME AND ATTENTION IS

RELENTLESS

2017 AR $100B

2017 AR $11.69B117.6 M Users

34M users, 5M

articles, 46M pages

INTERNET

3.5B users

$3.3B to US

Academic & $1.2B to

US Public Libraries

PUBLISHERS

3B products

11 markets41% of all 2017

book sales

2020 40+

Smart Cities

50% NA & Europe

OUR MISSION

To enable libraries to innovate and thrive in a world of fierce and well-funded competition.

HOW WE DO IT

By investing in people, technology, partnerships, and services to create library experiences that matter.

EXPERTISEOur knowledge base combines library andcommercial expertise to help you compete. We help you transform the business of the library to meet the demands of today’s world.

GAME CHANGERSWe’re working hard to get back to our roots of innovation. We have a history of changing the industry, and will deliver.

INDEPENDENTWe enable access to knowledge without commercial constraint. Unlike competitors, we work with all publishers and content providers.

WHY INNOVATIVE

IS THE

BEST ALLY

FOR YOUR LIBRARY

UNPARALLELED DOMAIN EXPERTISE: 25% OF OUR STAFF ARE LIBRARIANS

Deep Expertise in Library and Commercial Markets

Hal Brandom

VP, Human ResourcesAkin Adekeye

General Counsel

Kathryn Harnish

SVP, Product Strategy

Shaheen Javadizadeh

CEO

Hilary Newman

SVP, Library Success

Aaron Terrell

VP, Engineering and

R&D

Tom Jacobson

VP, Library Advocate

& Strategist

100 + Librarians

On Staff

Team with Extensive Technology Experience…

…Complements a Seasoned Innovative Team

Joe McMorris

CIO

Content Café

WE’RE INDEPENDENT: ACCESS CONTENT WITHOUT COMMERCIAL CONSTRAINT

CONFIDENTIAL

1978

19951982

1991

1997

2005

2006 2014

2014

2015

2016

2016

2018

Founded

Culmination of INNOPAC, the 1st integrated library system (ILS)

INNOVAQ to automate acquisitions

Creation of INN-Reach resource sharing system

Acquisition of SLS Information Systems of Great Britain

1st to market Electronic Resource Management (ERM)

Launch of Encore

Acquisition of VTLS

Acquisition of Polaris Library Systems

1st to market native mobile staff app – Mobile Worklists

1st real-time native mobile patron app with MyLibrary!

Knowledge Base, 3rd generation ERM

Next Generation Launch

2017

Blueprint for the Future of Libraries

ORIGIN IN REVOLUTIONARY AND TIME-SAVING SOLUTIONS

History of Changing the Game

Confidential and Copyright, All Rights Reserved, Innovative Interfaces, Inc. 2017

Account Management Updates

Your Partner for Library SuccessCONFIDENTIAL

Here’s What’s Happening in Account Management

DOUBLE THE TEAM



Monthly Quarterly Annually

Newsletter

Go-lives,

release

notes, news

All current customers

Conference

Call

IUG Steering Committee

Webinar

Series

PPOR &

corporate

updates

All current customers

Support

Updates

Customer

success &

support webinar

IUG Steering Committee

IUG

Annual &

regional

events

All Innovative users

Directors

Link

Annual

event

Executive Directors from all current customer, IUG committee

Account

Planning

Innovative users & decision makers from strategic accounts

Enhancement

program

All Innovative users

On-going

IdeaLab

Co-presenting,

networking,

meetings

Innovative users & decision makers

Industry

EventsDevelopment,

marketing,

advisory, etc.

Innovative users & decision makers from strategic accounts

Partnerships

Senior

leadership

engagement

MORE COMMUNICATION

CONFIDENTIAL


▪ Available via phone M – F from 7:00am – 5:00pm Pacific

▪ (510) 649-3566

▪ Available via e-mail at [email protected] [email protected]

CUSTOMER RELATIONSHIP CENTER

mailto:[email protected]



Services & Support Updates

CONFIDENTIAL

Gary Bell,Central Team

Samantha Cunning, East Team, Central & South America

Ed Escueta,West Team and Mexico

North American Support Regions

DEDICATED TEAMS & MANAGERS

CONFIDENTIAL

Here’s What’s Happening in Services & Support

2018 Improvements▪ Increased staffing

▪ Improved Knowledgebase

▪ Added dedicated hardware migrations team

2019 Improvements▪ Regional Support team focused on

the whole customer

▪ New Level 3 Support team

▪ Outreach from Customer Success and Management

▪ Increased communication for engineering fixes

SUPPORT IMPROVEMENTS


▪ Gary Bell, Central Region Manager: (315) 634-4576, [email protected]

▪ Caitlin Spears, Central Region Director: (510) 496-4962, [email protected]

▪ Hilary Newman, Sr. Vice President: (510) 496-3897, [email protected]

Managers and contact information is available on the Supportal solution: Escalating a Ticket

Here’s What’s Happening in Support

SUPPORT CONTACTS




CONFIDENTIAL


For Sierra / Millennium▪ Intro to Sierra RESTful APIs

▪ 1-2-3 : Steps to clean up and optimize your Database

▪ Better Call Number Reporting (SCAT table optimization)

▪ Creating Location Code Hierarchies

NEW TRAININGS IN LAST YEAR



EASIER TO REGISTER FOR TRAININGS

https://bookwhen.com/innovative

https://bookwhen.com/innovative


The Future of Innovatives Core Products

Innovative In-Market Roadmaps

An Innovative Update

CONFIDENTIAL

Quarterly Release Schedule

Your Partner for Library SuccessCONFIDENTIAL 22

Sierra Roadmap

2018 2019 2020+

2H’18 1H’19 2H’19 Themes and Market Problems

Sierra 4.3: Improved Access, Patron Privacy and Interoperability• GA: April 2019• Customization of fonts and colors in Sierra💡• Add item price to Due Slip data library💡• WebPAC cookie notification• Volume search by record number💡• Bookmarking in Talis Aspire• Sierra Web support for 40 concurrent users• Sierra Rest API – Accounting Integration,

Create Invoices and Pay Service Charges; enhance invioices, fines; Endpoints exandedinto fields, place hold congs

• Sierra Rest API – Improve Performance

Sierra 5.0: Enhanced Interoperability and Improved Staff Workflows• GA: August 2019 target • Email due slips in staff checkout💡• Rerun Create Lists queries💡• Undo record deletion 💡• Amazon link in Inventory Express• Continuous Sierra Web improvements with

tablet/mobile support• Expanded API Support• Expanded SQL Query availability• Sierra Rest API – Accounting Integration: Create &

Update Invoices; Rate Limiting, customer support (PRs)

Release Themes:• Continuous improvement in Staff

Workflows and Sierra administration• High impact enhancements identified

and prioritized via Innovative Idea Lab and IUG channels

• Mobilize Library Staff via Sierra Web scalability and performance

• Ongoing Integration with Innovative Discovery

• Address high impact customer reported issues

• EDI Improvements

Sierra 4.1:• GA: in October 2018• Replacing cancelled holds

(phase 1)💡• Sierra Web support for 30

concurrent users• Macros in Sierra Web💡• Find in Record • Copy and paste complete

fields💡• Security and privacy

features for GDPR• Increase PAID fields limit• Customize the facets in SDA• Generate new private key• Sierra Rest API – accounting

integration, (read currency codes & rates, read vendors, Pay Patron fines, delete patron reading history, improved performance

Sierra 4.2: Privacy and security• GA: January 2019• Replacing cancelled holds (phase 2)💡• WebPAC Default to HTTPS• Publish Library Privacy Policy in WebPAC

(GDPR)• Patron PIN improvements• Scheduler improvements to output delimited

records• Sierra Web multi-window mode• Sierra Rest API – continued accounting

integration ,bulk fines, harvesting & holds

In Market

In Development

Planning

💡 Idea Lab and IUG ballot

Sierra 5.1: Improved functionality and user experience for Academic users• GA: 2H ‘19 Target

• Enhancements TBD• Sierra Rest API – Create a Service Charge Fee (as a

fine) for patron & bulk

Note: Customer driven enhancement requests and bug fixes remain a priority for every release

Note: Roadmap subject to change

Market Problems to Solve For:• Patron engagement via Innovative

Discovery• Ongoing Security & Patron Privacy• Staff accessibility as requirements and

regulations evolve• Streamlined Staff Workflows


Encore2018 2019 2020+


Encore 4.9: harvesting improvements• GA: April 2019 target (in beta)

• Allow configuration of dc metadata format used for harvesting

• Add back Repository SET for Harvested Collection

Encore 5.0: Resolution of customer reported problems• GA: Target August 2019 • Blitz on high impact customer

problem reports (based on Severity and Priority)

Encore 4.8: improve staff experience• GA: January 2019• Consortia search• Make facet configuration customer

facing• Print from cart capabilities• Bookmark titles in Talis Aspire• Address high-impact customer

reported defects


Encore 4.7 SP3: improve staff experience and patron privacy• GA: June 29, 2018

• General Data Protection Regulations (GDPR) Compliance

• Facet Improvements – Sorting and Apply button

• Accessibility Improvements• Address high-impact customer

reported defects

In Market

In Development

Planning

Idea Lab and IUG ballot


Encore 5.1: Continuing staff print, accessibility and facet improvements• GA: Target 1H ’20• Address high-impact PRs• Security and accessibility updates (if

needed)• Saved Searches• Zinio integration (research)

Release Themes:• Address high impact customer reported issues

• Anticipate focusing on displacement of Encore with Innovative Discovery

• Net new logo sales or Discovery competitive win with Innovative Discovery

Market Problems to Solve For:• Ongoing Security & Patron Privacy• Staff accessibility as requirements and regulations

evolve• Third party integration improvements• Export features


Resource Sharing2019 2020 2H’2020+

1H’19 2H’19 1H’20

Resource Sharing 3.3: Security and Privacy

• Target release Q4’19

• Blitz on high impact customer problem reports (based on Severity and Priority)

• Privacy• Direct-to-INN-Reach (D2IR)

vendor integration (cont.)• Support for RedHat

7/CentOS 7; Deprecate RedHat 5

Resource Sharing 3.4:

• Target release 1H’20

• Address Problem Reports• Enhancements are TBD

pending focused engagement with the Resource Sharing Customer Advisory Board

Resource Sharing re-imagined with Innovative Inspire Platform

Ongoing maintenance of INN-Reach (Focus on Problem Reports, Security and Contractual Commitments)

Resource Sharing 3.2: Expansion

• Target release March (beta), Q2 (GA)

• Agency Conversion• Support for Direct-to-INN-

Reach (D2IR) APIs• D2IR Partner On-boarding• Encore: Support

Title/Author in INN-Reach Pass-through Search

• Sierra: Web Management Reports

In Market

In Development

Planning



Resource Sharing re-imagined with Innovative Inspire Discovery and the Context Engine


Mobility2019 2019 2020+


MyLibrary! 3.3: Polaris support phase 3• GA: 1H 2019 Target

• Polaris hold reactivation• Polaris Fine or charge alerts• Google analytics for android• Patron alert – blocked by max

fines

MyLibrary! 3.4 patron experience enhancements• GA: 2H 2019 Target

• Libraries near me• E-Branch access• Touch id login• Pay fines• Patron self registration

Release Themes:• Focus on high impact PR

resolution• Incremental enhancements

MyLibrary! 3.2: Polaris support phase 2• GA: February 2019

• Access to events, locations and hours

• Polaris holds queue• Polaris secured patron messages• Polaris patron alerts• Moved patron barcode• Telepen barcode scanner

support

Patr

on

Staf

f

Mobile Worklist 3.2: enhancements• Enhancements TBD• High priority Problem reports

Mobile Worklists 3.1: title paging lists• GA: 2H 2019 Target

• Title paging lists• Plessey UK barcode scanning• High priority Problem reports

Mobile Worklist 3.0: Customer Enhancements• GA: February 2019

• Telepen barcode scanner support

• Check-in from worklist view

In Market

In Development

Planning


Transition Plan for Future ILS:• Responsive Innovative

Discovery: Q3/Q4• Patron Mobile App 2020• Staff: responsive multi-tenant

SaaS ILS solution in 2020+


CONFIDENTIAL

Quarterly Release Schedule


Polaris2018 2019 2020+


Polaris 6.2: Focus on Patron and Staff Engagement

• Released in December 2018• EDS integration• Reduce horizontal scrolling in PAC• MyLibrary! Updates for Polaris

features• Leap – Transfer hold requests 💡• Leap – Multi-delete from record

sets 💡• Alternate ID designation

Polaris 6.3: Focus on Patron Security and Tech Services improvements

• Mid’19 target release• Patron password reset 💡• Integration with JetPay• Maintain bib control # during

overlay• Remember bulk change settings• Undelete record sets - Idea Lab 💡• Leap Offline - Idea Lab prioritization

winner 💡• Prep for Innovative Discovery,

Polaris Gate enablement

Release Themes:• Patron account profile page• On going Leap parity with Staff Client• Public library Innovative discovery emphasis• High impact enhancements identified and prioritized

via Innovative Idea Lab and IUG channels 💡• Improved patron accessibility

Market Problems to Solve For:• Patron engagement, via Innovative Discovery• Ongoing Security & Patron Privacy• Staff accessibility as requirements and regulations

evolve• Streamlined Staff Workflows

Polaris 6.1: Focus on integration enhancements for Discovery

• Released September 2018• Recorded Books integration• CloudLink integration• Improved Novelist feature set• Leap – Item bulk change 💡• Leap – export record sets to Excel 💡• Leap – import file to check in 💡


In Market

In Development

Planning


Polaris 6.4: Focus on Patron Empowerment and Leap parity

• End’19 target release• Patron account profile in PAC• Accessibility Improvements• New, more granular TOMS 💡• Leap outreach 💡• Idea lab challenge winner 💡• Ongoing Innovative Discovery,

Polaris Gate enhancement (as needed)



The Future of Innovative

2016

2018

2019

INSPIRE

▪ Context Engine▪ Discovery▪ Structure for

Advanced Analytics

2020NEXT GENERATION PHASE II▪ Polaris integration ▪ Advanced Analytics

INSPIRE PHASE IIIInvestment In Our Journey

Relationship, Improvement, Innovation

LAUNCHED END OF Q3WITH LIBRARY PARTNERS


Experiences Optimized for Discovering Ideas & Inspiration

Petit Public LibraryPetit Public Library


Petit Public Library

Experiences Optimized for Discovering Ideas & Inspiration

Petit Public Library

Beyond Discovery


InspireDiscovery

Context Engine / Metadata Management

InspireIntelligence

Displacement: CIRC & Resource Sharing

Displacement: Acquisitions

Displacement: ERM

Q1 2019 Q2 2019 Q3 2019 Q4 2019• Initial release to academic market• Sierra integration via Gates• Context Wheel and traditional

search• Docking framework• Articles: searchable, linkable

• Initial release to public market• Polaris integration via Gates• Browse-based discovery

(showcases)• Public and private lists• Mobile app• E-reader integration (CDS budget)

• Drive competitive sales/displacement

• Library-defined facets• Course mgmt./reading list

integrations• Citation-driven resource linking• Customizable plug-ins for dock

• OAI-PMH ingest• Additional seed metadata sources• Relationship editor to support linking

between resources, agents, concepts• Roll-ups to work-level records• Support for Discovery capabilities

• BIBFRAME-based linked data repository

• Connected resources, concepts, agents

• Seed metadata – ONIX, LC, Crossref

• Create/edit using BIBFRAME templates

• Bi-directional MARCExchange (export MARC)

• Library-defined relevance and indexing

• Seed metadata – ORCID, DataCite, etc.

• Basic personalization – e.g., recommendations based on user profile and simple behavior

• Ingest circ usage data• Analytics for e-reader articles (CDS

budget)

• Enhanced personalization – e.g., machine learning re: user behavior

• Ingest COUNTER data• Value metrics for e-content

• Collection analyses• ERM alerting• Analytics for e-reader books (CDS)

• Patron account management, including integration with SIS (to support patron engagement)

• E-reader integration for books (CDS)

• Ongoing competitive and customer-requested enhancements

• Staff UI framework• E-book packages & metadata

sharing for public providers

• Cataloging rules – configuration and enforcement (online and ingest)

• Error and conflict resolution infrastructure

• Copy cataloging (via OCLC API?)

• Integrated subscription management • E-book packages & metadata sharing

extensions for academic providers• Basic workflow management tools

2019 Inspire Product Plan


InspireDiscovery

Context Engine/ Metadata Management

InspireIntelligence

Displacement: CIRC & Resource Sharing

Displacement: Acquisitions

Displacement: ERM

Q1 2020 Q2 2020 Q3 2020 Q4 2020• Interface changes necessary to

support resource sharing functionality

• Shared metadata support• Merging (configuration and

enforcement)• Export (BIBFRAME)

.• Authority control via seed metadata• Bulk edit capabilities

• Configurations (circulation rules)• Basic circ functions (check out, check

in, renew, hold, recall)

• Machine learning for matching/merging

• Analytics to drive patron engagement

• Overrides• Overdue logic• Fines/fees• Notifications• Discovery integrations

• Reserves/short loans• Routing• Proxy patron/family borrowing

• Resource sharing support within an all Inspire library consortium

• “Union catalog” capabilities (if additional support required beyond shared metadata support and merging rules)

• Integrated subscription management (post-MVP features, including intelligence support)

• Enhanced workflow management tools

• Provisioning of data to learning analytics systems

• Circulation reports

• Load-leveling and best-way analyses in support of resource sharing

• Patron engagement services

• Market- and customer-driven metadata enhancements

• Fund management• Vendor management• Orders (electronic and manual)

• Vendor-initiated orders (YBP integration)

• Integration with Amazon• Integration with ERM functions

• Receiving• Invoices (electronic and manual)• Demand-driven processes• Purchase requests

• Threshold-based ordering• Financial reporting

• Fiscal Period Close• Payments (integration with third-

party systems)

• Possible extension to adjacent markets (discovery + ERM + patron bundle for corporate libraries)

• Market- and customer-driven discovery enhancements

2020 Inspire Product Plan

CONFIDENTIAL

ERM – Sneak Peek

CONFIDENTIAL

Watch Board – Sneak Peek

2018 – 2020 Blueprint

PersonalizationRatings &

Reviews

e-Resource

AccessSocial

Online Help,

Chat

Events,

Programs,

Enrollment

User

Agreement

Management

Recommender

Services

Self

Check-In/Out

Provide

Feedback

Consortia

Catalog &

Discovery

Push

Notifications

Bookings and

Reservations

Patron Mobile

App

Citation

Management

Research

Topic

Management

Reading List /

Course

Reserve

Management

Social

Annotations

Scholar

Communities

Integration of

Google

Scholar

Academic

Patron Profile

Patrons

Collection

Planning

System

Configuration

&

Administration

Patron

Driven

Acquisitions

User

Management

Linked Data

Publication

Extended

FMS

Functionality

Marketing

Automation

Asset

Acquisition

Operational

Mobile App

Content

Delivery

Librarian

Mobile

Assistant

Context

Discovery

Engine

Librarian

Workflow

Dashboard

CRM

Cataloging

Semantic

Analysis

Digital

Content

Management

Eventand Program

Management

Serials

Management

Space

Management

eResource &

e-

Subscription

Management

Circulation

Resource

Sharing

Payment

Management

Copyright

Management

Learning

Management

Integrations

Self

Publishing

Support

Resource Management

Library Operations Management

Impact

Assessment

User

Behavior

Analysis

Dashboards

Collection

Planning

Analytics

Operational

Reporting

Consortia

Reporting

Machine

Learning/AI

Library

Benchmarking

Task

Automation

Ad-Hoc

Reporting

Course

Reserve

Analytics

e-Content

Usage

Analytics

Student

Performanc

e Metrics

Research

Outcome

Analytics

Analytics

Integrations (Value Added Providers)

Current Products

Next Gen (2018) Next Gen (2019-2020)

Innovative and Our Library Partners Have a Blueprint for Long Term

Success by Evolving New Solutions

3

37

Personal & Confidential

As a Strategic Partners

LibrariansAnd Patrons

Drive The Next Generation

Solution Evolution

innovating our future….together · 1st to market native mobile staff app –mobile worklists 1st...

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