Posted by Heidi Oliversen at 03:36 PM in Best Practices, Circulation, Training, Workflow and Tips | Permalink
Some updates to the GetIt Acquisitions Manual are available.
Section VI: Orders
Section VIII: Invoices and Credit Memos
Posted by Amy at 01:47 PM in Support (Upgrades, Communication, Setup), Training | Permalink
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.
Posted by Heidi Oliversen at 01:40 PM in Best Practices, Circulation, Training, Workflow and Tips | Permalink
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.
Posted by Heidi Oliversen at 08:42 AM in Best Practices, Circulation, Training, Workflow and Tips | Permalink
Resources from the Bibliovation Train the Trainer sessions are now available on the SCLS website for any library staff to look over.
Information on the page includes presentation slides from the workshops, checklists of things staff should know how to do in Bibliovation, crosswalks that compare Koha and Bibliovation, and drafts of the Manuals. This page will continue to be updated as more resources are completed.
Posted by Kayla at 02:45 PM in Migration and Go Live, Training | Permalink
We are opening up registration and allowing each library to send TWO staff members to EACH module training; Circulation, Cataloging, and Serials. (Cataloging and Serials training was previously limited to one staff member per library).
Kilbourn Public Library in Wisconsin Dells (WID), Community Room
Bibliovation Cataloging Workshop: October 16, 9:30 am – 12:00 pm -- Register online
Bibliovation Serials Workshop: October 16, 12:30 pm – 3:00 pm -- Register online
Bibliovation Circulation Workshop: October 17, 9:00 am – 12:00 pm -- Register online
Portage County Public Library in Stevens Point (STP), Pinery Room
Bibliovation Serials Workshop: October 22, 9:30 am – 12:00 pm -- Register online
Bibliovation Cataloging Workshop: October 22, 12:30 pm - 3:00 pm -- Register online
Bibliovation Circulation Workshop: October 23, 12:30 pm – 3:30 pm -- Register online
Village of McFarland (across the street from the E.D. Locke Public Library)
Bibliovation Circulation Workshop: October 29, 9:00 am – 12:00 pm -- Register online
Bibliovation Circulation Workshop: October 29, 12:30 pm – 3:30 pm -- Register online
Bibliovation Cataloging Workshop: October 30, 9:00 am – 11:30 am -- Register online
Bibliovation Serials Workshop: October 30, 12:30 pm – 3:00 pm -- Register online
Ruth Culver Public Library in Prairie du Sac (PDS)
Bibliovation Cataloging Workshop: November 5, 9:00 am – 11:30 am -- Register online
Bibliovation Serials Workshop: November 5, 12:30 pm – 3:00 pm -- Register online
Bibliovation Circulation Workshop: November 6, 9:00 am – 12:00 pm -- Register online
SCLS Headquarters (SCA), Badger/Chester Rooms
Bibliovation Circulation Workshop: November 12, 12:30 pm – 3:30 pm -- Register online
Bibliovation Serials Workshop: November 14, 9:30 am – 12:00 pm -- Register online
Bibliovation Cataloging Workshop: November 14, 1:00 pm – 3:30 pm -- Register online
Madison Public Library-Central (MAD), Community Room 302
Bibliovation Circulation Workshop: November 14, 9:30 am - 12:30 pm -- Register online
Brodhead Memorial Library (BRD)
Bibliovation Serials Workshop: November 19, 9:30 am – 12:00 pm -- Register online
Bibliovation Cataloging Workshop: November 19, 1:00 pm – 3:30 pm -- Register online
Bibliovation Circulation Workshop: November 20, 9:30 am - 12:30 pm -- Register online
Posted by Michelle Karls at 12:50 PM in Training | Permalink
Attendance at any of the Bibliovation Train the Trainer sessions will fulfill your in-person requirement for 2019 certification. Bibliovation Training is grouped by location below.
In order to make sure that everyone is trained in time for the migration, we are following the "train the trainer" concept. Staff who attend these workshops are responsible for training the other staff at their libraries. Each library can send two staff members to Circulation training. Each library can send one staff member to Cataloging training and one staff member to Serials training.
https://www.scls.info/ils/training
Kilbourn Public Library in Wisconsin Dells (WID), Community Room
Bibliovation Cataloging Workshop: October 16, 9:30 am – 12:00 pm -- Register online
Bibliovation Serials Workshop: October 16, 12:30 pm – 3:00 pm -- Register online
Bibliovation Circulation Workshop: October 17, 9:00 am – 12:00 pm -- Register online
Portage County Public Library in Stevens Point (STP), Pinery Room
Bibliovation Serials Workshop: October 22, 9:30 am – 12:00 pm -- Register online
Bibliovation Cataloging Workshop: October 22, 12:30 pm - 3:00 pm -- Register online
Bibliovation Circulation Workshop: October 23, 12:30 pm – 3:30 pm -- Register online
Village of McFarland (across the street from the E.D. Locke Public Library)
Bibliovation Circulation Workshop: October 29, 9:00 am – 12:00 pm -- Register online
Bibliovation Circulation Workshop: October 29, 12:30 pm – 3:30 pm -- Register online
Bibliovation Cataloging Workshop: October 30, 9:00 am – 11:30 am -- Register online
Bibliovation Serials Workshop: October 30, 12:30 pm – 3:00 pm -- Register online
Ruth Culver Public Library in Prairie du Sac (PDS)
Bibliovation Cataloging Workshop: November 5, 9:00 am – 11:30 am -- Register online
Bibliovation Serials Workshop: November 5, 12:30 pm – 3:00 pm -- Register online
Bibliovation Circulation Workshop: November 6, 9:00 am – 12:00 pm -- Register online
SCLS Headquarters (SCA), Badger/Chester Rooms
Bibliovation Circulation Workshop: November 12, 12:30 pm – 3:30 pm -- Register online
Bibliovation Serials Workshop: November 14, 9:30 am – 12:00 pm -- Register online
Bibliovation Cataloging Workshop: November 14, 1:00 pm – 3:30 pm -- Register online
Madison Public Library-Central (MAD), Community Room 302
Bibliovation Circulation Workshop: November 14, 9:30 am - 12:30 pm -- Register online
Brodhead Memorial Library (BRD)
Bibliovation Serials Workshop: November 19, 9:30 am – 12:00 pm -- Register online
Bibliovation Cataloging Workshop: November 19, 1:00 pm – 3:30 pm -- Register online
Bibliovation Circulation Workshop: November 20, 9:30 am - 12:30 pm -- Register online
Posted by Michelle Karls at 10:16 AM in Training | Permalink
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:
Posted by Heidi Oliversen at 08:57 AM in Best Practices, Circulation, Koha, Training, Workflow and Tips | Permalink
In light of a few problems reported to me recently, I present for your review the Circulation Policy "Library Staff Use of Other Library Materials".
This policy provides library staff with a set of "dos and don'ts" regarding the use of materials, owned by other libraries, for Book Group Holds, Displays, Collection Development purposes and other reasons/projects.
Please review this policy with your staff and, if any questions arise, feel free to send them on in.
Have a Happy and Safe 4th of July celebration!
Posted by Heidi Oliversen at 02:11 PM in Circulation, Koha, Training, Workflow and Tips | Permalink
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.
Posted by Heidi Oliversen at 11:18 AM in Best Practices, Circulation, Koha, Training, Workflow and Tips | Permalink