Posted by Heidi Oliversen at 03:36 PM in Best Practices, Circulation, Training, Workflow and Tips | Permalink
Posted by Heidi Oliversen at 03:58 PM in Circulation, LibLime, Workflow and Tips | Permalink
Posted by Heidi Oliversen at 10:48 AM in Circulation, Reports, Workflow and Tips | Permalink
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
Posted by Heidi Oliversen at 03:34 PM in Best Practices, Circulation, Reports, Workflow and Tips | Permalink
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.
Posted by Heidi Oliversen at 01:11 PM in Best Practices, Circulation, Workflow and Tips | 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
You read that right - the LINKcat launcher script will be discontinued when we upgrade to Bibliovation starting at 9pm on December 6, 2019. After many, many years of service, the time has come to put the launcher script to rest.
Why are we discontinuing the launcher script?
Due to changes in technology and access to computers and mobile devices, the launcher script has outlived its original purpose. At the time the script was developed, the only computers available at the library for patrons were patron PCs on the SCLS network. SCLS staff developed the script to look at the computer's IP address, determine which library the patron was located in, and then place the patron into the correct library-branded LINKcat instance. As time went on, access to computers became more open, and patrons began bringing their own laptops and mobile devices to the library. These machines were not on the SCLS network, so the launcher script did not know that the patrons were physically in the library, and those patrons were not placed into the correct library-branded LINKcat instance. Instead, they were treated as "remote" patrons, meaning that they were placed into the "generic" LINKcat instance and they did not see the library's custom branding in LINKcat.
What does this mean for library staff?
The discontinuation of the LINKcat launcher script means that library staff will not be required to use the launcher script URL when adding links to LINKcat on library web sites. For many years, library staff have been required to use the "URL Scrubber" to make all LINKcat links launcher script URL-friendly. The URL Scrubber will be retired at the same time as the LINKcat launcher script, because there won't be a need to "scrub" the links.
Instead of using the "URL Scrubber" to generate LINKcat links, library staff will be able to copy and paste links from LINKcat. Library staff will have the option to use www.linkcat.info (which will continue to be the "generic" non-branded version of LINKcat) OR library staff can use their library's custom URL, which will be agy.linkcat.info, where "agy" is your library's three-letter code (for example, the URL for SUN will be sun.linkcat.info).
Will LINKcat still show my library's name and logo?
Yes! Library staff will be able to use their library's custom URL of agy.linkcat.info, which will display the library's name and logo. The library's custom URL will also display the library’s items first in the list of items for each title. Please note that currently these are the only two things that are different when using the library's custom URL. The patron's home library, default pickup location, or ability to place holds will not be affected in any way by using the library's custom URL.
Will the existing LINKcat links using the launcher script still work?
Yes! SCLS staff have developed a process that will automatically redirect launcher script links into LINKcat. This redirect will work for the vast majority of existing launcher script links (testing showed that less than one percent of launcher script links failed with the redirect).
What does this mean for patrons?
Most patrons will not notice a change. Patrons who have existing links saved that happened to be using the launcher script will still be able to use those links. Patrons will still be able to use www.linkcat.info to access LINKcat. Library staff are free to tell patrons about the custom library's URL if they choose, and patrons could use that custom URL either in the library or at home. Patron PCs in the library will continue to take patrons into the library's custom-branded LINKcat instance.
What do I do if I have questions or problems?
You can call the SCLS Help Desk or use the SCLS Help Desk Portal to report any LINKcat-related problems or ask questions.
Posted by Amy at 09:51 AM in Best Practices, LINKcat (Searching, Etc.), Migration and Go Live, New Features, Workflow and Tips | 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