Transcript Slide 1

NWOCA
Automated
Libraries
Updates for INFOhio,SirsiDynix
Workflows & OPAC
INFOhio ER Toolkit
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Back to School Powerpoint
New u/p reminders
New username/password promotional
items
New flyer – coming soon
Home page revisions (catalogs, CRC)
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3
ITSCO Literature Lounge (Coming Soon)
Cat & Cat Jr.
Changes
Your OPAC looks different !
CAT Jr. 2.0
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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
7
CAT Jr.
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Update Welcome screens
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URL to welcome screen is
http://yourservername/opac/districtname/buildingname/
Example: http://nwoca.infohio.org/opac/HK/HICH/
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When sessions time out now, goes back to
welcome screen not first search screen
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More clearly indicates lost of kept lists in CAT
Addresses webserver start errors
Keeps with how Web2 works now
CAT Jr.
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Customize CAT Jr. building settings (cont.)
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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
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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
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Button on right side of navigational bar to
“go to CAT Jr.”
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And button on the bottom right of each CAT
screen.
CAT IOUs
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Much of the anticipated CAT work has not been
completed. Will be completed in upcoming months
and delivered as they are completed.
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Bugfixes
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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
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Suggestions – not accepted, but being
considered
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Reading program should become its own menu
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Guided reading search should be added
Display all 526 tags on brief description tab
Helps
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Highlight toolbar when in that screen
Add helps for keyword, browse, exact radio dials
Features that can be customized
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Item Types can now be customized for All
Libraries within an instance at once
Additional options to customize:
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Sort Selection
Material types
Funding sources
Material Types
Funding Source
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Before
After customizations applied
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After
Cat Jr. Customizations
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Customizations for CAT Jr. incorporated into:
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Title (Library Description)
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Slogan
Item Types
Sorting
Reading Program
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Assumed to be the same for CAT & CAT Jr.
Assumed same for CAT & CAT Jr.
Demo
CAT Jr. 2.0
JWF Manual Sec 2.1
New handouts for the Cat Jr.
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Familiar CAT Jr. character
Features purposely much the same
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Many improvements:
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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)
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Material
type
icons
in
Cat Jr.
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HELP button – online Sirsi Help
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LOGOUT button – takes you back to
Library login page
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Go to CAT – takes you to Cat 2.0
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Feedback forum – post your suggestions
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SirsiDynix
Workflows
Current Version
3.3.1
Current Version: SirsiDynix WF
Symphony 3.3.1 Updates
Known Bugs
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Call Number / Item Maintenance wizard
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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 doubleclicking on the digits in the field
Symphony 3.3.1 Updates
Known Bugs (cont.)
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Call Number / Item Maintenance wizard
Symphony 3.3.1 Updates
Known Bugs (cont.)
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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
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Symphony 3.3.1 Updates
Known Bugs (cont.)
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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
Symphony 3.3.1 Updates
Known Bugs (cont.)
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Labels problem
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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
Symphony 3.3.1 Updates
Revised INFOhio Toolbars (cont.)
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ADMIN and LIB1
ADMIN only
LIB2
Symphony 3.3.1 Updates
New JWF User Accesses
ADMIN
only
ADMIN
LIB1*
LIB2*
Authority Control Project
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Major project for FY11
INFOhio GAB approved MARCIVE contract
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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
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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.
Sirsi Manual
and JWF
Updates
http://www.infohio.org/Documents/SirsiManual/SirsiJ
ava/SirsiHandbookJava.html
Password-protected
A new look!
Easier to locate topics in
contents.
Now a column for Circ,
Cataloging, and Reports.
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Don’t forget the
search box!
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Many sections have been
renumbered.
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New wizards and wizard groups have been
added to Workflows.
Cataloging section has been reorganized:
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Basic and Advanced sections
New documents
Reports section in alphabetical order.
Numbers in contents have been
streamlined, but not changed on the docs.
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Cataloging reorganized
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Basic Cataloging
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Advanced Cataloging
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Wizards most LIB2s and aides will use at some
time.
Wizards LIB1s will be using.
You may want to use this division when
organizing your trainings.
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Basic Cataloging
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Adding / Editing Items
Adding Bib Records
SmartPort
Temporary Records
Sub-section headings in blue
to stand out better.
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Advanced Cataloging
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Cataloging with Templates
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Modifying / Enhancing Bibs
Cataloging Resources
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Local records
Equipment
Original records - 3 separate
docs (books, video/dvd, and
eBooks)
MARC Export
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Change Indicators
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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:
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Date changed when significant changes are made
or when doc created.
Date not changed for renumbering, typos or minor
corrections.
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Important Changes and
New Wizards
2.1
4.1 – 4.3
5.1
8.0 – 8.5
9.7
11.5
12
12.4a – 12.4c
12.7
18.1 - 18.5
August 3, 2010
CAT Jr. doc updated to reflect new version
Register, Copy, and Modify User wizards have new fields
Item Search – now allows for Set ID search
Maintain Circulation Sets – new wizard group!! Look all these
documents over carefully.
New Wizard – Reorder Holds Queue
New Wizard – Global Call number Modification
This section has been reorganized. Look it over for relocated
documents.
Original record templates – separate docs for books, videos /
dvds, and eBooks
Cataloging eBooks from existing records – revised
Staff web - many new features and functions added. More
reports, improved cataloging, new inventory module.
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2.1 CAT Jr.
Updated
screen
shots
Numbered
pages
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4.1 – 4.3 User Maintenance
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Register, Copy, and Modify User have new
name fields.
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5.1 Item Search
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Search Index – Set ID added.
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8.0 Maintain Sets
New wizard group
August 3, 2010
When doing training, be sure
to start with the Overview!!
Once they understand the
concept, the rest is easy!
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Types of sets - Parental
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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.
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Non-parental sets
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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.
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Permanent and Temporary
Circulation Sets
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When you create a set, you can choose:
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Items only circulate as a set
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Circulate normally until you turn on the set option.
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Checking out sets
1.
2.
3.
4.
Bring up teacher’s
screen.
Search / locate set you
want.
A list of all items in the
set will display.
Click Check out button.
One click does it all!
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3
4
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Checking in sets
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Scan any item in the set (or search for it).
A list of items will appear.
Uncheck any items not returned.
Click checkin.
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Classroom sets – 30 copies of Hatchet
that never circulate individually
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Catalog:
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Checkout
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Parental
Circulate as set
Bring up teacher’s record.
Checkout any item – just one!
All items will reflect new due
date.
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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.
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Catalog
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Check out
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Parental – choose
parent item based
on loan period you want for the entire
set!
Circulate as a set
In checkout, bring up teacher.
Search / highlight set.
Click Check out button – one click does
all items.
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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.
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Catalog
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Checkout
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Parental
Uncheck Circulate as a set.
Items on shelves as normal.
Collect items.
Modify set - check Circulate as set.
Check out set to teacher.
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Temporary set cont’d.
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Checkin
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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.
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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.
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Catalog
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Checkout
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Non-parental
Circulate as a set
Assign a separate set barcode
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.
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Display Circulation Sets
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Click Display Set wizard
or use any Item Search
helper.
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Search for
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3 (all set IDs start with 3
due to barcode validation)
change index to Set ID.
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Display Circulation Sets (cont.)
All your sets will display.
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When creating
sets, name them
carefully.
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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!
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Adding Circulation Sets
1
1.
3
2.
2
3.
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Search for your titles
You don’t need to
handle any items!
When you click OK
on the search screen,
the items will appear
on your set screen.
Enter a description for
your set.
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Adding Circulation Sets (cont.)
Set ID’s: Non-parental
1.
2
1
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2.
Do not check the
parental box.
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.
2
2.
1
3.
3
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Check the parental
box.
The system will
automatically select
an item to be the
parent ID.
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
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Check Circulate as
Set if this is a
permanent set.
Uncheck Circulate as
Set if this is a
temporary set.
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Adding Circulation Sets (cont.)
Create the set.
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When you’re done creating the set, click Add
Set.
WARNING! The clear button clears everything,
not just a highlighted title!!
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Modify Circulation Set

Once a set is created,
you need to use this
wizard to:
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add items
change description
change parental status
change circulation status
remove items
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Remove Circulation Set
Wizard removes whole sets, not individual items.
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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.
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9.7 Reorder Holds Queue
New Wizard
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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.
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11.5 Global Call Number Modification
(cont.)

Select library is first prompt, so only one
library can be done at a time.
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12.4 Original Record Templates

The previous doc has been divided into 3
separate ones.
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12.7 Cataloging eBooks from
existing records.
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Symphony 3.3.1 Updates
BookMyne - SirsiDynix Mobile OPAC app
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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
Symphony 3.3.1 Updates
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 Updates
iPhone 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.
Symphony 3.3.1 Updates
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
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New functionality
New reports
Inventory!
Access in browser:
http://sirsi.infohio.org:81/staffweb/my
-apps/sirsidynix/webclient.jsp

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StaffWeb – Circulation
Check Out
Check In
Patron Status
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Check out
Renew
Special due date
Return to Search
Check In
Quick Checkin
Transit Items
Check in date
Display checkouts
Renew copies
Manage holds
Pay fines
Item Status
Display item information
Manage holds
Mark item lost
Mark item missing
Claims returned
Holds
Maintain Patrons
Place Hold
Display patron record
Create patron record
Copy patron record
Renew patron expiration date
Remove patron record
Inventory Item
Scan items into inventory
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Staff Web – Circulation (cont.)
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Quick
Checkin
Creates
Exception
Report
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Staff Web – Inventory Item

Scan in
Items
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Staff Web – Cataloging
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Title
Information
Templates
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Staff Web – Cataloging (cont.)

Modify Title

Add New to Templates
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Staff Web – Cataloging (cont.)
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Copy Information
(Modify Item)
New Copy add new copy
to this item
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Staff Web – Cataloging (cont.)
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Marc
Information
Can use
both Title
Information
and Marc
Screens
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Staff Web – Reports

Added
Inventory Reports
Finished Reports
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Staff Web - Reports

Basic Inventory Reports
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Staff Web – Reports (cont.)

Finished Reports
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Staff Web – Reports (cont.)

View Options
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Options may
be changed
at any time
to view.
Do not need
to re-run
report
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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
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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
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