Updates for INFOhio,SirsiDynix Workflows & OPAC NWOCA Automated Libraries

Updates for INFOhio,SirsiDynix

Workflows & OPAC

NWOCAAutomated Libraries

INFOhio ER Toolkit

Back to School Powerpoint New u/p reminders New username/password promotional

items New flyer – coming soon Home page revisions (catalogs, CRC)

August 3, 2010 NWOCA / INFOhio Libraries 2

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ITSCO Literature Lounge (Coming Soon)

Your OPAC looks different !

Cat & Cat Jr. Changes

CAT Jr. 2.0 Name – now that both CAT and CAT Jr. are

on new platform we will be dropping the “2.0” after Fall startup.

CAT Jr. elements were delivered to your servers last week.

CAT Jr. is up and running now –make sure weblinks on district page are correct

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CAT Jr. Update Welcome screens

URL to welcome screen is http://yourservername/opac/districtname/buildingname/

Example: http://nwoca.infohio.org/opac/HK/HICH/ When sessions time out now, goes back to

welcome screen not first search screen More clearly indicates lost of kept lists in CAT Addresses webserver start errors Keeps with how Web2 works now

CAT Jr. Customize CAT Jr. building settings (cont.)

Item types defaults to four - IF found in that building’s holdings - Biography, Easy, Fiction, Nonfiction. List can be further customized.

The sort_by was set to default –PBYR (New to old) but can be modified.

Check for Reading program tests – if you change it in CAT, it will change in CAT Jr.

Voilà! CAT Jr. is ready to go!

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Coordinated CAT Changes Material Type and Funding Source now

customizable Lexile bug fixed (inclusive range) Visual Search for Raccoon fixed (bugfix) Sort_by was set to default –PBYR (New to

Old) but can be customized.

Coordinated CAT Changes Button on right side of navigational bar to

“go to CAT Jr.”

And button on the bottom right of each CAT screen.

CAT IOUs Much of the anticipated CAT work has not been

completed. Will be completed in upcoming months and delivered as they are completed.

Bugfixes Navigation for kept lists Standardization of library dropdown in all screens More intuitive treatment of electronic media Reserves not showing properly in results list Exchange placement of Alex and Printz in recommended

reading list

CAT Suggestions Suggestions – not accepted, but being considered

Reading program should become its own menu Guided reading search should be added

Display all 526 tags on brief description tab Helps

Highlight toolbar when in that screen Add helps for keyword, browse, exact radio dials

6/18 – highlight tool bar so students know which screen they are in (karen email 6/18/10) 6/18 – add help for keyword, browse, exact search (karen email 6/18/10)

Features that can be customized

Item Types can now be customized for All Libraries within an instance at once

Additional options to customize: Sort Selection Material types Funding sources

Material TypesFunding Source Before

After customizations applied

After

Cat Jr. Customizations

Customizations for CAT Jr. incorporated into: Title (Library Description)

Assumed to be the same for CAT & CAT Jr. Slogan Item Types Sorting Reading Program

Assumed same for CAT & CAT Jr.

Demo

New handouts for the Cat Jr.

CAT Jr. 2.0JWF Manual Sec 2.1

August 3, 2010 21NWOCA / INFOhio Libraries

Familiar CAT Jr. character Features purposely much the same


Many improvements:

• More graphics and colors throughout• Larger non-serif type and text colors• Easy search screen automatically filters to YOUR library• Added Sort and Item Group filter that can be used (or ignored)• New material type images on the results list• Range search in Reading Program Search• Check for Reading Program tests in YOUR library if currently

set that way in CAT• New lexile range search• Visual search remains for topical searching• Ability to add ChiliFresh Review Engine (3rd party vendor)








Material type icons in Cat Jr.












HELP button – online Sirsi Help

LOGOUT button – takes you back to Library login page

Go to CAT – takes you to Cat 2.0

Feedback forum – post your suggestions

Current Version

3.3.1

SirsiDynix

Workflows

Current Version: SirsiDynix WF

Symphony 3.3.1 Updates

Known Bugs Call Number / Item Maintenance wizard

In Symphony 3.2.1, users could select everything in the price field, including the $, and make changes

In Symphony 3.3.1, selecting the $ will not allow the data to be changed

Workaround: Select everything but the $ by double-clicking on the digits in the field


Known Bugs (cont.)

Call Number / Item Maintenance wizard


Known Bugs (cont.) Windows 7 and Microsoft Word (or WordPad)

may not be able to use ‘Save As’ when viewing a finished report

Three Workarounds:

1. Open Word (or WordPad) before viewing report

2. Use “Run as Administrator” when starting JWF

3. Use a different application such as Open Office


Known Bugs (cont.) Statsfulltotal report does not work

Cannot select/save call number selection fields

We are pressing SirsiDynix for fix Workaround: schedule Statsitypecustom

report instead Added template: NWOCA-Circ Statistics


Known Bugs (cont.) Labels problem

Labels for “items” were changed to “copies” Blanket Hold wizard – after searching for

materials the button was labeled "Batch Add Have You Read"

Label problems have been corrected, but if still incorrect on a workstation it indicates a client update (privilege) problem


ADMIN and LIB1

LIB2Revised INFOhio Toolbars (cont.)

ADMIN only


New JWF User Accesses

ADMINLIB1*LIB2*

ADMINonly

Authority Control Project Major project for FY11 INFOhio GAB approved MARCIVE contract

Backfile processing to get new/updated authority records for records currently in CRC

CRC bib records will be authorized and enhanced with updated Reading Program Notes (Accelerated Reader, Lexile, Reading Counts).

Annual contract for on-going authority control updates for new records added to CRC

Authority Control Project New authority records will replace old outdated

authorities in every instance statewide. Will implement procedures for on-going authority

control so all instances receive new/updated authority records periodically throughout the year for authority changes that may occur.

Additional authority control processes in JWF will eventually be implemented for local catalogs.

http://www.infohio.org/Documents/SirsiManual/SirsiJava/SirsiHandbookJava.html

Password-protected

Sirsi Manual and JWF Updates

A new look!


Easier to locate topics in contents.

Now a column for Circ, Cataloging, and Reports.

Easier to locate topics in contents.

Now a column for Circ, Cataloging, and Reports.

Don’t forget the search box!

Don’t forget the search box!

Many sections have been renumbered. New wizards and wizard groups have been

added to Workflows. Cataloging section has been reorganized:

Basic and Advanced sections New documents

Reports section in alphabetical order. Numbers in contents have been

streamlined, but not changed on the docs.


Cataloging reorganized Basic Cataloging

Wizards most LIB2s and aides will use at some time.

Advanced Cataloging Wizards LIB1s will be using.

You may want to use this division when organizing your trainings.


Basic Cataloging Adding / Editing Items Adding Bib Records SmartPort Temporary Records


Sub-section headings in blue to stand out better.

Sub-section headings in blue to stand out better.

Advanced Cataloging Cataloging with Templates

Local records Equipment Original records - 3 separate

docs (books, video/dvd, and eBooks)

Modifying / Enhancing Bibs Cataloging Resources

MARC Export


Change Indicators


NEW! This is a new wizard. Be sure to check it out!

UPDATED! Significant changes have been made to the content of this document.

Dates on footer of docs: Date changed when significant changes are made

or when doc created. Date not changed for renumbering, typos or minor

corrections.

Important Changes and New Wizards


2.1 CAT Jr. doc updated to reflect new version4.1 – 4.3 Register, Copy, and Modify User wizards have new fields5.1 Item Search – now allows for Set ID search8.0 – 8.5 Maintain Circulation Sets – new wizard group!! Look all these

documents over carefully. 9.7 New Wizard – Reorder Holds Queue11.5 New Wizard – Global Call number Modification 12 This section has been reorganized. Look it over for relocated

documents.12.4a – 12.4c Original record templates – separate docs for books, videos /

dvds, and eBooks12.7 Cataloging eBooks from existing records – revised18.1 - 18.5 Staff web - many new features and functions added. More

reports, improved cataloging, new inventory module.

2.1 CAT Jr.Updated

screen shots

Numbered pages


4.1 – 4.3 User Maintenance Register, Copy, and Modify User have new

name fields.


5.1 Item Search Search Index – Set ID added.


8.0 Maintain Sets New wizard group


When doing training, be sure to start with the Overview!! Once they understand the concept, the rest is easy!

When doing training, be sure to start with the Overview!! Once they understand the concept, the rest is easy!

Types of sets - Parental

Each item is cataloged and barcoded.

One of the items in the set is assigned the set ID.

Loan period for the set as a whole is based on the parent item’s loan period.


Non-parental sets Each item is cataloged and

barcoded. There is a separate barcode

number assigned to the set as a whole group.

If items in the set have different loan periods, they will have different due dates when the set is checked out.


Permanent and Temporary Circulation Sets When you create a set, you can choose:

Items only circulate as a set

Circulate normally until you turn on the set option.


Checking out sets

1. Bring up teacher’s screen.

2. Search / locate set you want.

3. A list of all items in the set will display.

4. Click Check out button. One click does it all!


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Checking in sets Scan any item in the set (or search for it). A list of items will appear. Uncheck any items not returned. Click checkin.



Classroom sets – 30 copies of Hatchet that never circulate individually

Catalog: Parental Circulate as set

Checkout Bring up teacher’s record. Checkout any item – just one! All items will reflect new due

date.


Kit – a variety of items from your collection put together for a science unit. They have different loan periods. You plan on keeping them as a kit.

Catalog Parental – choose

parent item based on loan period you want for the entire set!

Circulate as a set

Check out In checkout, bring up teacher. Search / highlight set. Click Check out button – one click does

all items.


Mr. X does a unit on the Holocaust every year. You want items to circulate normally most of the time. Make those items a temporary set.

Catalog Parental Uncheck Circulate as a set. Items on shelves as normal.

Checkout Collect items. Modify set - check Circulate as set. Check out set to teacher.


Temporary set cont’d. Checkin

When set is returned, check in set. Modify set – Uncheck

circ as set. Items will circulate normally again.

Set contents can be updated at any time as items are added to your collection or weeded.


Mrs. X does a unit on Ohio every year. You have identified books and DVDs she likes. The DVDs are popular and you want them returned sooner than the books. DVDs normally circ only 3 days.

Catalog Non-parental Circulate as a set Assign a separate set barcode

Checkout In checkout, bring up teacher. Search / highlight set. Click Check out button – one click does

all items. DVD loan period will be shorter than the

books.


Display Circulation Sets Click Display Set wizard

or use any Item Search helper.

Search for 3 (all set IDs start with 3

due to barcode validation) change index to Set ID.


Display Circulation Sets (cont.) All your sets will display.


When creating sets, name them

carefully.

When creating sets, name them

carefully.

Display Circulation Sets (cont.) Resize ‘Items in Set’ screen for pickup list!

Hint to Report Team:

Wouldn’t it be nice if shelflist had some Set options!


Adding Circulation Sets1. Search for your titles

You don’t need to handle any items!

2. When you click OK on the search screen, the items will appear on your set screen.

3. Enter a description for your set.


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Adding Circulation Sets (cont.) Set ID’s: Non-parental

1. Do not check the parental box.

2. The system will automatically assign a barcode number to the set in the 97000000X range, or you can scan in a dumb barcode.


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Adding Circulation Sets (cont.) Set ID’s: Parental

1. Check the parental box.

2. The system will automatically select an item to be the parent ID.

3. If you want a different title to be the parent, highlight the title and click Make Parent.


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Adding Circulation Sets (cont.) Determine circulation status

Check Circulate as Set if this is a permanent set.

Uncheck Circulate as Set if this is a temporary set.


Adding Circulation Sets (cont.) Create the set.

When you’re done creating the set, click Add Set.

WARNING! The clear button clears everything, not just a highlighted title!!


Modify Circulation Set Once a set is created,

you need to use this wizard to: add items change description change parental status change circulation status remove items


Remove Circulation Set Wizard removes whole sets, not individual items.

Search for your sets. Highlight the one to

remove from the list. Click Remove This

Set.

NOTE: This does not remove the items from the database.


9.7 Reorder Holds QueueNew Wizard

Right click on person you want to move. Cut; line will be in italics. Click on a name to Insert Row where you

want that person.


11.5 Global Call Number Modification (cont.)

Select library is first prompt, so only one library can be done at a time.


12.4 Original Record Templates The previous doc has been divided into 3

separate ones.


12.7 Cataloging eBooks from existing records.


Symphony 3.3.1 UpdatesBookMyne - SirsiDynix Mobile OPAC app Now only available for iPhone, iTouch, iPad Date for android availability unknown Free download from iTunes, Apple Store and

other mobile app download sites Requires special setup for any instances

wanting to use – must contact NWOCA Still working to resolve access problem when

logging in as a patron – Testing/In process


Allows patrons to locate libraries worldwide and:• Search the library catalog. • Renew checked out items. • Place and cancel hold requests. • Check their account details. • Navigate to the library's home page.

Symphony 3.3.1 UpdatesiPhone GPS establishes location and identifies participating libraries within a specified distance.

Use slider to increase range for identifying nearby libraries.

Icon to left of library name displays icon library has selected to represent itself.

Plus icon at right will add library to personal list of libraries.

Use “My” button at top of view, to display personalized list of libraries.


Compass button from the libraries view, presents a globe view to select a participating library from anywhere in the world to add to their libraries list.

18.1 – 18.5 Staff Web New functionality New reports Inventory!

Access in browser:

http://sirsi.infohio.org:81/staffweb/my-apps/sirsidynix/webclient.jsp


StaffWeb – Circulation


Check Out Check out RenewSpecial due dateReturn to Search

Check In Check InQuick CheckinTransit ItemsCheck in date

Patron Status Display checkoutsRenew copiesManage holdsPay fines

Item Status Display item informationManage holdsMark item lostMark item missingClaims returned

Holds Place Hold

Maintain Patrons Display patron recordCreate patron recordCopy patron recordRenew patron expiration dateRemove patron record

Inventory Item Scan items into inventory

Staff Web – Circulation (cont.)

Quick Checkin

Creates ExceptionReport


Staff Web – Inventory Item Scan in

Items


Staff Web – Cataloging


Title Information

Templates

Staff Web – Cataloging (cont.)


Modify Title Add New -

to Templates

Staff Web – Cataloging (cont.)


Copy Information(Modify Item)

New Copy -add new copy to this item

Staff Web – Cataloging (cont.) Marc

Information Can use

both Title Informationand Marc Screens


Staff Web – Reports

Added Inventory Reports

Finished Reports


Staff Web - Reports Basic Inventory Reports


Staff Web – Reports (cont.) Finished Reports


Staff Web – Reports (cont.) View Options

Options may be changed at any time to view.

Do not need to re-run report


In progress –• Original cataloging (book, eBook, dvd/video)• INFOhio documents (Guidelines for Matching,

Evaluating, Enchancing and Derived)• Summary for vendor load• Tip sheets on call numbers & subject headings.• Series - 440 (obsolete) to the 490/8xx• 856 tag - subfields y,z,&3• FAQs


Evaluation and CEU’s CEU certificates will be emailed to

participant Please evaluate today’s meeting. From the

NWOCA Training webpage. Click on: NWOCA Training Evaluation from the

Links index on the left hand side of webpage
