The Pandemic Support for ILS webpage has been updated to provide new curbside workflow information about check-ins, filling local holds and checkouts.
A new report, Local Holds for Curbside, has been added to the list of On Demand reports in Bibliovation. This report may be run after you’ve filled the local holds from your regular Holds Queue report. It will list active holds for pickup at your library where your library owns an available copy of the item, but may have been already trapped for a hold at another library on your Holds Queue Report. You can fill more holds at your library with local materials while delivery is running a reduced schedule.
For more information about the report and a link to the report workflow, click on the Local Holds for Curbside link on the main Reports page. https://www.scls.info/ils/reports
The U.S. Census Bureau has discontinued access to the American Fact Finder tool as of 3/31/2020. Here are some options for library staff to use to help determine the PSTAT (sort1 field) for new patron records and updated patron address information.
An updated digital Census Tract map can be found here: https://tigerweb.geo.census.gov/tigerweb/ You have to enable these options - Census Tracts, Blocks layer and the Places and County Subdivisions layer - to find the relevant information. The address search bar along the top can then be used to find where a particular residence falls within these areas.
Another resource is My Vote WI - this does not provide enough detail for cities that use Census tracts in their PSTATs, but it works well for smaller incorporated places and townships. The exception to this is places like Village of Brooklyn which has multiple counties, because the My Vote site doesn't distinguish which county it is in.
AccessDane provides county subdivision-level info via address searches for Dane County only.
Request this information from the patrons:
Last and first name (required)
Street address (required)
City, State, Zipcode (required)
Date of birth (optional)
Email address (optional)
Phone number (optional)
Before entering a new patron record into the system, search the database for both name and address to confirm that the patron does not already have a record.
Use your library for the patron’s Home Library.
Enter a PSTAT (sort1 field) based on the street address provided.
Assign the WEB Use ONLY patron category:
If you are interested in providing an application form through your website, you can check out the forms that patrons can access on the Middleton, McMillan, McFarland, and Stevens Point websites and see some examples. These forms are not interactive with Bibliovation.
If the patron lives outside of SCLS, inform them that they should request access to digital materials through their own library or library system.
When you or your co-workers are creating Fast BIB Adds in Bibliovation, please make certain to set the HOME LOCATION and HOLDING LOCATION fields to your library.
The BUG in Bibliovation causes the data in those fields to default to the first library alphabetically in the list. If you don't make the change and save the record, you will not be able to access the record to modify those fields.
More details and screen shots can be located in the Bibliovation Circulation Manual, Section II, CHECKOUT, Part G Fast Bib Add.
Please share this with all of your co-workers. Thank you for your attention.
Have you ever had one of those days ...? The patron has looked for their item on the hold shelf, you've looked, a couple of co-workers checked the shelves as well and ... it's just not there!
The ILS Policy for Items that go missing from your hold Shelf is as follows:
If items go missing from a library’s hold shelf, the item should be checked out to that library’s “Missing Hold Shelf” card. Follow the procedure in the Circulation Manual, Section IX Placing and Managing Holds, Part M. Items Missing from your Hold Shelf.
Approved by ILS Committee; 3/7/2012
Here's the procedure from the above cited section of the Circulation Manual:
Procedure for checking items out to your library's Hold Shelf card.
Item has been checked in at your library and placed on the hold shelf for a patron. If the patron and staff members are unable to locate the item when the patron is trying to check the item out OR when you run your daily Holds Queue report and the item that lapsed on the hold shelf is not on the hold shelf, follow these steps:
When ILS staff visit with new directors, an important policy reviewed is the "Adult Staff [ADS] privileges and use of Internal [INT] patron category" policy.
This policy should be reviewed with new staff at your library and it's not a bad idea to discuss this with experienced staff as least once a year.
This policy also provides information about how to report any of the problems noted in the policy (could be errors based on lack of information!!) and steps to escalate the reported problem as needed.
Twice a year, November and May, we run cumulative reports of items that have certain problem item statuses, with a timestamp one year old or older, that are eligible for batch deletion according to SCLS ILS procedure. The batch deletion occurs each July.
This year, the Circulation Services Subcommittee recommended, and the ILS Committee approved a change to the reports. As of May 2019, items with ALL problem item statuses will be eligible for annual batch deletion.
The following reports for the May 2019 ABD reports will be posted on the Reports page, under “Batch Deletion Reports”:
We will send out another email with the regular ABD report information and links to updated documentation next month.
Thank you for your attention.
As of March 26, 2019 SCLS staff will be running and posting a new monthly report - Unallocated Credits. Unallocated credits [UC] are credits on a patron's account that are generated when a Lost and Paid item is returned. UC can also be generated when an overpayment is applied to a patron's account. This report is scheduled to be run every fourth Tuesday of each month.
Explanations about and instructions for handling and resolving UC are located in the Circulation Manual, Section VII Fines and Financial transactions, Part F. Unallocated credits and Part L. DATABASE CLEAN-UP: Reviewing and cleaning-up Unallocated Credits.
If you have any questions please contact Heidi Oliversen via phone, email or submit a Help Desk Support ticket.