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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.
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My Account
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My Account Settings
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•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
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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
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Gallery View
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List View
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Grid View
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Advanced Search Screen
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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.
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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 [email protected] 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
