COSI EMEA Conference 2019


Venue:   Leeds Marriott Hotel, 4 Trevelyan Square, Boar Ln, Leeds LS1 6ET
Date:    11-12 July
Training day: 10 July


SirsiDynix sponsorship

SirsiDynix are pleased to announce that the sponsored place at the COSI EMEA conference in Leeds has been awarded to Lorenzo Ortiz Jiménez (European University Institute).  Lorenzo will be presenting on "e-Resource Data Integration in Enterprise" on Thursday 11th July.

Pre-conference training day - Wednesday 10th July

The pre-conference training day will take place on Wednesday 10th July 2019 from 10.30 am to 4.30 pm.

Course outline


Counts, lists and statistics: getting the most from your Symphony reports (10:30 AM - 1 PM)

In this refresher training session on Symphony reporting we will cover:
  • Creating, viewing and scheduling reports in BLUEcloud Analytics and Java WorkFlows.
  • Helping you get the most out of reports by looking at the data available for reporting in BLUEcloud Analytics and WorkFlows, including data structure and how to successfully join datasets in Analytics.
  • Maximizing report output using the formatting options in BLUEcloud Analytics and the XML and pipe delimited output options in WorkFlows.

Room for improvement: enlivening Enterprise with Rooms content (2 PM - 4:30 PM)

In this session we will cover the following key areas:

  • Rooms structure and purpose
  • Turning on rooms functionality
  • Layout options
  • Search box options and limits
  • Working with Child Rooms
    - Ordering
    - Making a child room visible
    - Adding child rooms to search profiles
    - Deleting vs Detaching child rooms
    - Adding menu links for child rooms  
  • Creating and editing content
    - Text editor
    - HTML editor
    - Working with images
    - Working with links
    - Banner content

Please be aware: because of the limitations of the training facilities and the time available both these sessions will be in a lecture format and will not include opportunities for hands-on practice. Places are limited to 25.  A minimum number of 10 attendees are required to guarantee SirsiDynix run the course.



COSI EMEA Conference Programme 2019

Thursday 11th July (Day 1)

Thursday 11th July (Day 1)

08:30 - 10:00 - Registration

10:00 - 10:15 - Chair’s Welcome: a welcome message from the Chair of COSI
10:15 - 11:15 - Opening session: SirsiDynix news and product vision
11:15 - 11:45 - Tea & coffee break
11:45 - 12:20 - Exhibitors’ Introduction
12:20 - 13:20 - Lunch

13:20 - 14:00 - e-Resource Data Integration in Enterprise

Lorenzo Ortiz Jiménez (European University Institute)


The presentation will describe a project we set up to explore the feasibility of integrating data from our Ebsco Knowledge Base in Enterprise, describing the different attempts and approaches tried, and the technical solutions implemented in order to have our KB activations searchable in our local catalogue (Enterprise).


13:20 - 14:00 - BLUEcloud Mobile: Everything You Need, Anywhere You Are

Gary Martin, Business Development Director (SirsiDynix) and Andrew Daye (Solus)

Learn about the features, adoption, latest development, and roadmap for the SirsiDynix mobile app for patrons, students, and other library users.  BLUEcloud Mobile lets you meet your patrons where they are with library branding, discovery of physical and electronic resources, library programming, and more.

14:10 - 14:50 - SaaS – how to make friends and influence people!

Debbie Morris (Leeds Beckett) and Helen Heathcote, Senior Project Manager (SirsiDynix)


Leeds Beckett University migrated from an in-house server to SaaS in the summer of 2018.  This session will cover the practicalities of a successful migration and the importance of maintaining a good relationship with your IT department before, during and after the project!


14:10 - 14:50 - Roadmaps: The Big Picture

Berit Nelson, Chief Product Officer (SirsiDynix)


Join us for a general session on SirsiDynix roadmaps. We’ll cover the general roadmap, with focus on areas that are a little off the beaten path, including technology updates and products that aren’t covered in other sessions.

14:50 - 15:20 - Tea & coffee break
15:20 - 16:00 - Analysing Services – Blue Cloud Thinking

Catherine Cooke (Tri-Borough Libraries) and Bob Morris (North Wales Bibliographic Services Unit)


Have you been asked for that essential set of statistics someone needs for their report?  Are you asked for the same information every day, week or month by a colleague?  Do you struggle with Symphony Reports output, trying to get it into a format staff are happy with?  Have you added new Item and User Categories you can’t access with Director’s Station?  Are you tired of running multiple reports for individual branches and long for a way to run one instance that automatically gets where it should?


Catherine and Bob will share some of their experiences in getting BlueCloud Analytics up and running in their institutions, highlight some tips they’ve come up with, and showcase a few reports they’ve written for their colleagues.  We plan on leaving some discussion time, so come prepared to talk about tips and reports you’ve come up with.

15:20 - 16:00 - Extending Enterprise
Rick Branham, VP, Pre-Sales Solutions & Academic Library Initiatives (SirsiDynix)



We will take a look at the new BLUEcloud Discovery Custom Services, as well as showcasing some examples of custom work that Enterprise customers around the globe have undertaken. Highlights will include the FRBR view (work-level display grouping), Bento Box and Rivers themes, Widget Cards, Collapsed Facets, and many more exciting services.

16:10 - 16:50 - COSI EMEA Business Meeting.  Open to all COSI EMEA members.

19:00 - 23:00 - Conference Dinner at the Leeds Marriott Hotel


Friday 12th July (Day 2) Friday 12th July (Day 2)
9:30 - 10:10 - Who needs an ILS anyway? Disaster recovery for Symphony libraries

Edith Speller (Trinity Laban)


In January 2017 a server failure on the first day of term left us without a library system and in need of an urgent server migration. We managed to keep core library operations running throughout the two weeks we were without a system, and most importantly we kept students and staff satisfied with the level of service. The presentation is aimed at locally hosted libraries but the general principles covered may help you to cope with any unplanned system downtime!

9:30 - 10:10 - Consulting Services: A Catalogue of Possibilities

Anne Freeman, Senior Consultant (SirsiDynix)


Find out about the new and improved offerings from SirsiDynix Consulting Services for Symphony in the “Services Catalog”.  From maintenance reports that allow you to maintain shelf marks, or adjust hold pickup dates for library closures, to an expanding range of highly flexible and attractive HTML email notices.

10:20 - 11:00 - Apps and Downs: BLUEcloud Mobile at The Law Library

John Duffy (The Bar of Ireland)



In 2018 The Bar of Ireland made the move from BookMyne to BLUEcloud Mobile. This presentation details the reasoning behind the move, the process of getting BC Mobile up and running, how it has been received, and what’s next for the app.

10:20 - 11:00 - SirsiDynix Data Control: An Intuitive, Web-based Interface for Utilizing Your API Tools

Rick Branham, VP, Pre-Sales Solutions & Academic Library Initiatives (SirsiDynix)


BLUEcloud Data Control is a new browser-based interface for utilizing Symphony’s API tools. Learn how to join database tables, construct queries, output data and make edits in batch with this intuitive, easy-to-use GUI for accessing all of your ILS data.

11:00 - 11:20 - Tea/coffee break

11:20 - 12:20 - Keynote: The National Bibliographic Knowledgebase: Discover, Compare, and Catalogue

Bethan Ruddock, Project Manager for the National Bibliographic Knowledgebase (NBK)


The National Bibliographic Knowledgebase (NBK) is a merged database of library catalogues, drawn from university, specialist, and national libraries across the UK, plus Trinity College Dublin. Run by Jisc, working with OCLC, the NBK aims to bring together the catalogues of all Higher Education libraries in the UK, along with many specialist research libraries and research collections held in other libraries, to provide a picture of the national collection, and enable libraries to more effectively manage and develop their collections.

The data from the NBK underpins some forthcoming Jisc Library Hub services, Discover & Compare, and Cataloguing. Pilot interfaces for Discover and Cataloguing are now available, and the full services will be available from the end of July 2019.

Bethan Ruddock from Jisc will give an overview of the NBK project, the progress, challenges, and priorities, and how COSI members can get involved.


Bethan Ruddock is NBK project manager in digital resources at Jisc. With ten years’ experience of working for union catalogues, she is passionate about metadata and resource discovery. Bethan is a Chartered librarian, and is currently working towards CILIP Fellowship.

12:20 - 13:20 - Lunch
13:20 - 14:20 - SirsiDynix Q & A
14:30 - 15:10 - ARTILL Integrations with Acquisitions and Enterprise

Nathan Scrimshaw (University of Greenwich) and Stewart Brownrigg (University of Kent)


Over the past year, the ULMS consortium have worked closely with SirsiDynix to customize Enterprise ARTILL request forms, and make the most of the existing ARTILL integration with Symphony Acquisitions.  In this presentation, we will be showing how our Enterprise request forms vary from the delivered configuration, including a built-in consent statement for articles and conference papers.  We’ll also be showing how the ARTILL module can create invoices in Acquisitions using lookup tables to determine the acquisitions library, funds and amounts based on service library and request type.

14:30 - 15:10 - BLUEcloud Analytics: tiers without the tears
Tom Butler, Executive Account Manager/Solutions Architect (SirsiDynix)


BLUEcloud Analytics is one of the most powerful library tools available.  Our tiered structure helps libraries of all sizes make use of the power of their data.


In this presentation we will look at the tier structure for subscribing to Analytics and explain the features available with each tier.  We will also look at some examples of reports and dashboards that can be created either by your library, or through using the credits included in your subscription.

15:15 - 15:45 - The Holy Grail: in pursuit of Single Sign On

Kathy Sadler (Cranfield University)


An exploration of some of the jargon and complexities of authentication, and Cranfield’s journey on their quest for a seamless, login-free user experience.

15:15 - 15:45 - MobileCirc: your flexible friend

Debora Wellen, Product Specialist (SirsiDynix)


MobileCirc frees you to meet customers anywhere.  This session will provide an overview of the popular features in MobileCirc.  Learn how staff, volunteers and your public can take advantage of this flexible application.

COSI EMEA Conference Programme 2017