European End User Conference Helsinki Finland 4 September

European End. User Conference Helsinki, Finland 4 September 2003 --Helsinki Keeley Sorokti, Manager Customer Support Shelley Hostetler, Voyager Product Manager Don Muccino, Vice President – Customer Services

Topics • Endeavor Overview • Trends and Opportunities • Endeavor Products and Services Endeavor Information Systems, Inc. September 2003

Endeavor Information Systems Leading provider of technology to academic and research libraries 1994 y an mp ded Co un Fo 1995 r ge ted a oy gra V te y In rar Lib stem hed Sy unc La Endeavor Information Systems, Inc. 1999 2000 2002 2003 s z by d rie iet e a D pa rary uir er ibr avor nd CEO q i L e m ib la d 0 Ac ev Co l L s N ita 00 End s Ro me E g El 1, e ct i tem ed Na s u D s U od h Sy unc Pr La ss September 2003

Endeavor Information Systems Three Main Product Lines Employees • Offices – Chicago, IL USA (headquarters) – London, UK – Sydney, Australia • 160 staff members – 31% with advanced library science degrees Endeavor Information Systems, Inc. Customers • 1150+ Voyager • 105+ ENCompass • 125+ Link. Finder. Plus • 10 National Libraries • 5 continents • 16 countries September 2003

Trends THEN NOW Integrated Library Systems Interoperability and Integration Automated back office End user satisfaction and experience Primarily concerned with printed material Explosion in electronic content MARC based XML based, multiple format standards Local system control Hosted solutions Endeavor Information Systems, Inc. September 2003

Technology Advantage Endeavor technology backed by Elsevier labs. elsevier. com – Labs is where innovative ideas and technologies are developed and presented for Elsevier value-add services. Technology – FAST Search Engine in ENCompass User Centered Design Group – ENCompass User Interface Endeavor Information Systems, Inc. E-Learning Research Group September 2003

End User Requirements Nearly three-quarters (73%) of college students say they use the Internet more than the library, while only 9% said they use the library more than the Internet for information searching. “The Internet goes to College”, Pew Research Center report, 15/09/02 Endeavor Information Systems, Inc. September 2003

Explosion in Electronic Content Endeavor Information Systems, Inc. September 2003

World of Confusion? Do these accelerating trends create a world of confusion? Endeavor Information Systems, Inc. September 2003

World of Opportunity? Do these accelerating trends create a world of confusion? Or, do they create new opportunities for libraries? Endeavor Information Systems, Inc. September 2003

New Opportunities In the face of new trends, libraries are faced with new opportunities to provide service for users End User Satisfaction E-Learning Local Content For libraries to avail these opportunities… Product Functionality Open Architecture Customer Services Endeavor Information Systems, Inc. September 2003

Library Solution Pyramid Product Functionality Open Architecture Customer Services Endeavor Information Systems, Inc. September 2003

Endeavor Management Team Roland Dietz President & CEO Jules Hintz Executive Assistant Don Muccino VP, Customer Services Marianne Parkhill VP, Marketing Verne Coppi VP, Research & Development Bob Lobascio VP, Sales Ralph Placzek VP, Finance Sonia Rodriguez Director, Human Resources Endeavor Information Systems, Inc. September 2003

Announcing a New Location Endeavor Information Systems, Inc. 1350 E. Touhy Avenue Suite 200 East Des Plaines, IL 60018 Toll free: (800) 762 -6300 Local: (847) 296 -2200 Endeavor Information Systems, Inc. September 2003

Customer Services • Don Muccino – Previously COO of OCLC – At OCLC for 27 years Don Muccino VP, Customer Services Keeley Sorotki Customer Support Manager Linda Voyles Customer Relations Manager Scott Hayes Product Release Integration Manager Open Director, Implementation • Brings to the Table – – – Management of Growth environment Library experience Strong customer service orientation Experience in mergers & acquisitions International experience • Retains existing strong Endeavor Customer service management team – Keeley Sorotki – Linda Voyles – Scott Hayes Endeavor Information Systems, Inc. September 2003

CS Priorities • Staffing – Training, Project Mgmt, Support • Process and Systems Improvements • New Models for Support • Proactive Approach - Ownership • HSE Connectors Endeavor Information Systems, Inc. September 2003

New For You! • Digital FAQ and Knowledge Base Sept • Online Incident Tracking – 12 Sept • HSE Site-by-Site Analysis – In Progress • European Library Advisory Board Endeavor Information Systems, Inc. September 2003

European Advisory Board Endeavor is announcing a new initiative to create a strategic European Advisory Board made up of our customers to explore the developing needs of European libraries. We will meet with this group 1 -2 x per year. Endeavor Information Systems, Inc. September 2003

Board Membership We’re inviting you to nominate: • People who have demonstrated – – – Vision A global view of library issues Leadership among their peers Innovative use of technology to advance the library Superior communication • Those who could commit to a two year term. Endeavor Information Systems, Inc. September 2003

Nomination Process Nominations should be directed to Julie Wright at julie. wright@endinfosys. com and should be received by October 15, 2003. Selections will be announced in November, 2003. Endeavor Information Systems, Inc. September 2003

Voyager Updates • Voyager with Unicode™ • Voyager 5 Endeavor Information Systems, Inc. September 2003

The Unicode™ Standard • Designed to be a universal character set, Unicode is an encoding scheme for written characters and text. • The standard is international in scope and includes characters from all of the major scripts of the world (more than 40, 000!), as well as commonly used technical symbols. • Alphabetic characters, ideographs, and symbols are all encoded using the same structure. Endeavor Information Systems, Inc. September 2003

The Unicode™ Standard “Unicode provides a unique number for every character, no matter what the platform, no matter what the program, no matter what the language” --http: //www. unicode. org Endeavor Information Systems, Inc. September 2003

The Unicode® Consortium • The Unicode® Consortium is a non-profit organization founded to develop, extend, and expand use of the Unicode Standard, which specifies the representation of text in modern software products. • Endeavor Information Systems, Inc. is an associate member of the Unicode® Consortium. • This means we have full access to information and can contribute to the ongoing development of The Unicode Standard. Endeavor Information Systems, Inc. September 2003

Unicode Implementation in Voyager • Provides support for non-Roman, CJK, right-to-left strings, etc. • Aligns your ILS with the current MARC encoding standard. • Simplifies reporting and exchanging data with other Unicode. TM compliant systems. Endeavor Information Systems, Inc. September 2003

Why Are We Doing It? • The Voyager implementation of the Unicode™ standard gives libraries and their users greater flexibility when accessing collection materials that contain both Roman and non-Roman text. • By introducing improved multilingual input and display capabilities in Voyager, our libraries stay on the leading edge of MARC 21 format. • Greater script coverage for cataloging materials from around the world. Endeavor Information Systems, Inc. September 2003

Voyager with Unicode ™ • Designed to work with Windows – Utilize existing technology • Data Conversion – MARC records are converted to UTF-8 Endeavor Information Systems, Inc. September 2003

Voyager with Unicode™ Search and display in native languages for staff and users. – Web. Voyáge and Cataloging allow for Unicode. TM input in searching to search for and retrieve records in their native languages. – This display of all characters in the record is available for non-Latin scripts, including right-toleft scripts like Arabic and Hebrew, taking advantage of the web browser’s native rendering support. What does it look like? Endeavor Information Systems, Inc. September 2003

Voyager with Unicode. TM Public display of Unicode. TM records Endeavor Information Systems, Inc. September 2003

Voyager with Unicode. TM • Cataloging - Input of Non-Roman Text Endeavor Information Systems, Inc. September 2003

Voyager with Unicode. TM Support for “round-trip” of records – Catalogers have the ability to download or import MARC records using any of the character sets currently supported (MARC-8, OCLC, or RLIN Legacy) or using UTF-8. – We store the record in UTF-8. – The record can be exported in any of the character sets listed above. – Optional validation: check the record for characters that are not Marc-8. Endeavor Information Systems, Inc. September 2003

Voyager with Unicode™: Standards • Standards, Standards! – Standard Windows 2000/XP Unicode. TM support – Standard Unicode. TM fonts – Standard input using IME (Input Method Editors) – Standard browser support Endeavor Information Systems, Inc. September 2003

Voyager with Unicode. TM • This release supports all standard Microsoft® Windows™ keyboard and input method editors. – Taking advantage of these standards allows operators to search for, display, and edit the contents of all MARC records using the full range of UTF-8 characters. • Including right-to-left input! Endeavor Information Systems, Inc. September 2003

Logistics: For the Library In order to enjoy the full range of benefits, you must have current software. For our customers, that means: • Windows 2000 or XP for staff PC’s • Recommended browsers – IE 6+ – Netscape 6+ Endeavor Information Systems, Inc. September 2003

Logistics: For the Library • Concerned about growth or increases in required disk space? – Disk space required for the database increases about 1% • Concerned about upgrade or conversion speed? – Although we convert all bibliographic data to UTF-8 and regenerate indexes, the process is very efficient Endeavor Information Systems, Inc. September 2003

Logistics: Conversion Error Logging Libraries need to know the details about the results of the conversion process. – We’re including full error checking and logging during the upgrade. • A report of any records that have any anomalies, whether or not they have anything to do with the conversion. • It will include details like the field, the tag, the characters around the field where the problem occurred. Endeavor Information Systems, Inc. September 2003

Endeavor’s Unicode. TM Task Force Unicode. TM Taskforce members provided Endeavor with a more complete understanding of Unicode. TM in libraries and the implications of a Unicode. TM implementation with Voyager. Endeavor Information Systems, Inc. September 2003

Unicode Task Force Members Cambridge University Getty Research Institute University of Hawaii Library of Congress Linnea 2 Consortium of Finland University of Pittsburgh Pepperdine University Princeton University Yale University Endeavor Information Systems, Inc. September 2003

Endeavor’s Unicode. TM Task Force Taskforce members: • understand their data and the special needs of non-Roman scripts • bring special knowledge related to character encoding sets, relationships with vendors, and interactions with other standards bodies • represent institutions with language expertise • reflect the international spectrum of Voyager users • assist Endeavor in soliciting feedback from the Voyager users community, external vendors, and related organizations • serve as a knowledgeable core group for testing Unicode. TM compliant software and providing feedback as it is developed Endeavor Information Systems, Inc. September 2003

About Voyager with Unicode™ For our customers, it’s business as usual. Implementing the Unicode standard is an extension of Endeavor’s mission: access to information regardless of location or format. The Unicode. TM standard is an important step towards realizing that goal. Endeavor Information Systems, Inc. September 2003

To Learn More Visit Support Web at http: //support. endinfosys. com/cust/voy/doc/release_ notes/release-notes. html Full Release Notes coming soon! Endeavor Information Systems, Inc. September 2003

Voyager 5 Overview • Increasing local circulation controls • Improving Web. Voyáge holdings display • Easing workflows in Acquisitions • Providing more flexibility in Bulk Import • Introducing Media Bookings in Web. Voyáge • Marc 21 Update Endeavor Information Systems, Inc. September 2003

Increasing local circulation controls • Hold shelf life at matrix level – The Hold Shelf Life interval is moved to the matrix level. – The Hold Life and Recall Life intervals are moved to the Circulation Happening Location within the policy group. – Circjob 6 broken out into two jobs: • Circjob 6 Hold/Recall Cancelled Notices • NEW Circjob 9 Hold Shelf Expired Report Endeavor Information Systems, Inc. September 2003

Increasing local circulation controls • Maximum items borrowed by item type – Changed from a single setting at the policy group level: • the number of items borrowed globally, • the number of specific item types borrowed globally, • the number of items borrowed from a particular policy group, and • the number of specific item types borrowed from a particular policy group Endeavor Information Systems, Inc. September 2003

Increasing local circulation controls • Alerts at charge and discharge – – • Direct links from the discharge transaction to the patron record. Alerts to exceptions allowing processing stop when an exception condition arises during discharge. Allow libraries to control the information that appears as the ‘FYI’ message in Circulation. Optional alerts on charge and discharge when a patron has items available or a fine/fee/demerits balance. Displaying in-transit information – For In-transit Discharged/ In-transit on Hold statuses • • • Where it was discharged When it was discharged Destination Endeavor Information Systems, Inc. September 2003

Increasing local circulation controls • End user privacy – Security for access to retained history in Circulation – Batch job for deleting retained history • Determine number of patrons retained – Patron purge! • Will be based on date – Purge date OR Expire date Endeavor Information Systems, Inc. Patron Purge September 2003

Improving Web. Voyáge holdings display • Improving Web. Voyáge holdings display – Displaying and ordering of component name(s) – Using XML/XSL in Web. Voyáge for display of 853/863 pairs • First go at incorporating XML into Web. Voyáge • Gives libraries total control over display Endeavor Information Systems, Inc. September 2003

Easing workflows in Acquisitions • Easing workflows in Acquisitions – New Serials prediction capabilities • Prediction for normalized irregulars • More combine/omit • More flexibility in frequencies – Quick line item now available for invoices Endeavor Information Systems, Inc. New Serials Prediction Engine September 2003

Providing more flexibility in Bulk Import • Flexibility in Bulk Import – Replace/No add profile in duplicate detection – Improved handling of suppression • recognizes the current suppress status of the bib record Endeavor Information Systems, Inc. September 2003

Introducing Media Bookings in Web. Voyáge • Media Bookings in Web. Voyáge – Booking of items and/or equipment • pickup • Delivery – No room scheduling at this point – Includes patron information • Charged Bookings • Scheduled Bookings Endeavor Information Systems, Inc. September 2003

Marc 21 Update • URI • In Voyager with Unicode™ sites can hotlink any field in the view_record_page • In Voyager 5, we will expand catjobs 9 and 10 to check links in all fields where URI is standard • Tag tables were fully updated for Voyager with Unicode™ Endeavor Information Systems, Inc. September 2003

Digital Update • Link. Finder Plus Subscription Service • Encompass 3. 5 in development • Link. Finder Plus 3. 5 in GR Endeavor Information Systems, Inc. September 2003

Link. Finder. Plus Subscription Service Endeavor Announces Link. Finder. Plus Subscription Service Fast, Affordable Hosted Solution for Open. URL-enabled Link Resolver Endeavor Information Systems announced today the availability of the Link. Finder. Plus Open. URL-enabled link resolver via a hosted Subscription Service. Unveiled at the International Federation of Library Associations and Institutions (IFLA) Annual Conference in Berlin, Germany, the Link. Finder. Plus Subscription Service affords academic and research libraries of all sizes the ability to quickly, easily and inexpensively provide Open. URL-enabled linking without the need for any technical knowledge or maintenance. Endeavor Information Systems, Inc. September 2003

What’s Coming in ENCompass 3. 5 • FAST Search & Transfer. TM – Company focused only on search technology • State-of-the-Art Search Engine – Licensed by Elsevier • Engineering Village & Scirus – Showcased on www. alltheweb. com • Benefits – – – Sub-second response times with large databases Sophisticated Boolean searching Strong relevancy ranking Scales for full text Additional features Endeavor Information Systems, Inc. September 2003

What’s Coming in ENCompass 3. 5 • Courseware Integration – Courseware of increasing importance on campuses – Student’s view of resources shaped by courseware and campus portals – Integrate traditional forms of research with new teaching methods • Tools for Instructors – Ability to locate relevant library content within courseware context – Licensed content, faculty learning objects, electronic reserves, local digital content, build links into course documents Endeavor Information Systems, Inc. September 2003

What’s Coming in ENCompass 3. 5 • Result set display improvements – Additional fields from descriptive record – Related information from elsewhere • Open. URL, link to native interface, mime type for local objects, thumbnails – Ignore initial articles for title sorting in web client – MARC 245 2 nd indicator – Article lists for non-MARC databases • Link to specific record in Web. Voyáge – Voyager 2001. 2 Endeavor Information Systems, Inc. September 2003

Link. Finder Plus 3. 5 in GR • Linking to full-text articles in OCLC First. Search® • Bulk loading of targets • context-sensitive linking Endeavor Information Systems, Inc. September 2003

Endeavor Information Systems, Inc. September 2003