Working with the new wiscat

Working with the new WISCATJune, 2014

Browsers matter!

• Use the most recent version of:

▫ Internet Explorer

▫ Chrome

▫ Firefox

▫ Safari

• Optimal browser settings

• Clearing the cache

Optimal browser settings in Windows 7

Clearing the cache

• Important to clear the cache frequently

▫ If you see server errors

▫ Screens not painting completely

▫ Slowness

▫ General weirdness

• See this article on how to clear the cache in

each of the 4 major browsers

http://pcsupport.about.com/od/browsers/f/clear-cache.htm

Access

• Staff and patrons with user accountshttp://stwi-agent.auto-graphics.com/mvc?cid=stwi&lid=XXXX&reset=over

• Public access (Guest – no log-in)http://stwi-agent.auto-graphics.com/mvc?cid=stwi&lid=XXXX&reset=force

Log in Screen

• Click inside the “select your library” box and begin

typing the first few letters of your library name or

library code. The library name will appear in the box.

10

My Account

11

My Account Settings

12

•Make any changes you would like in “My

Profile”

•Click on “My preferences” and set up your

defaults (don’t forget to save)

•Click on “My favorite resources” and check

mark those resources you would like to

search. (slight delay when checking boxes)

Be sure to “Save”. It is at the bottom of

the page.

•Log out and log back in again, to activate

your changes.

Book Kits and ICD Lists

Cataloging download cart

UX Admin

15

UX Admin

• Provides access to system settings

• Variety of options to configure for your library

• Search Options

▫ Default Results View

Patrons and Guests: Gallery view

Staff: List View or Grid view

16

Gallery View

17

List View

18

Grid View

19

Advanced Search Screen

20

Using Advanced Search

• Enter search terms.

• Default settings will appear.

▫ If you would like to change these when doing a particular search, use the drop down arrow.

▫ Use “all of these words” for OCLC, ISBN and ISSN number fields

▫ When you have entered search terms, click “search” or just press the “enter” key.

• Use navigational links within the system instead of the browser back button.

• Searching screen will expire in 9 minutes of inactivity.

21

Qualifiers and Z targets

OCLC # search and Z targets

Search broadly first….

Then narrow your results

Search time

No copies available

Multi-copy Requests

• Do not create 12 separate requests

• Do not use the blank request form (unless instructed to do so on the book kit list)

• Send the info to christine.barth@dpi.wi.gov and I will create the multi-copy requests.

• Title, author, # of copies, need by date, extended due date, patron or book group name and contact information.

Blank Request Forms

Request Manager = Status Browse

New ILL Status - Borrower

• Cancel Shipped Request

▫ Indicates that an item has been shipped to the borrower, but the request had meanwhile been cancelled.

▫ This is an alert status telling the library that a shipped item needs to be sent back to the lending library because a patron no longer wants it.

▫ Actions: Returned or Received

New ILL Statuses - Lender

• Cancel Shipped Request

▫ Indicates that an item the lending library has shipped was cancelled and will be coming back to the lending library. (Alert status)

• Undo Shipped

▫ Does not display as a category in Request Manager.

▫ Appears as a status option in the dropdown action menu for requests in shipped status.

Undo Shipped

• Request is placed back into the pending file at the lending library

• Lender may then chose a different status.

• The original lender string remains in the request.

• Shipping List

▫ If current shipping list has not been printed, the unshipped item will be removed.

▫ If the shipping list has been printed, the unshipped item must be manually removed from that list.

▫ The request for the unshipped item will be flagged as “unprinted”.

▫ Staff must have permission to use this status. Granted through ILL Permissions.

Setting ILL Permissions

• Staff Menu>User Admin>Edit User Accounts

•

• Click submit or enter user’s last name, then click submit.

Setting ILL Permissions

Setting ILL Permissions

Shipping Label

RL&LL as default lender

• RL&LL will always try every possible lender

(including out-of-state)

• RL&LL will always send a conditional message

to get your approval to go to the Library of

Congress

• If the title is freely available electronically we

will send the link in a conditional message