Transcript Evergreen Indiana Basic Circulation Class

Evergreen Indiana Basic
Circulation Class
Professional Development Office
Intro to Evergreen Indiana
• Project launched in December 2007
– Goal is Resource Sharing
• Hardware, software, patron and MARC records
• Executive Committee elected August 2008
– Consortium parameters set
• Lending periods and limits
• Fines and fees
• One library card
• First library went live: August 2008
Evergreen Indiana at 100
• 100 libraries across the state of Indiana.
• Peabody Public Library #100
• Current service population: 962,000
• 3 million bibliographic records
• 8.3 million items
• Hundreds of thousands of items transit each year
• Opportunity to use Unique Management, Inc. and
OverDrive
• Additional InfoExpress day subsidized by ISL
Logins
• All libraries are assigned three generic logins
on go live day: circ1, cat2 and localadmin
• Principle of least privilege.
• Participants in this class will use a generic
circ1 login.
– Training server
• Generic vs. individual staff logins
Code of Ethics
• Membership agreement and Code of Ethics
• What you do affects all patrons in consortium
• Learning policies and procedures for customer
service
Basic Definitions
• Owning library: Library that owns the item in
question
• Circulation library: Library from which an item
has been checked out
• Patron: An individual who has an Evergreen
Indiana patron account
• Home library: Library associated with a
patron’s account
• In good standing: Fines and fees are not above
the consortium maximum of $10.00
General policies
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Fine structure
Where you can pay
Grace day/backdating
Holds
Navigation
• Control + T to create tab
• Control + W to close tabe
• Quick keys
Issuing a library card
• Valid ID includes a current address.
– Valid Indiana Driver’s license
– Valid Indiana State ID
– Current Government issued photo ID
• Proof of residency.
– Valid voter registration card
– Current government issued ID (military, passport)
– Bank statement issued w/in last 60 days
– Utility bill issued w/in last 60 days
– Property tax receipt
Patron Registration
• Recommended: Paper
registrations
• Upper and lowercase
• Required fields
• Barcode and OPAC/Staff
Client User name
• Password/PIN
• Birth date
• Primary ID
• Juvenile
• Email address
• Phone numbers
Patron registration
• Home library
• Main profile
(permission group)
• Internet Access Level
• Active
• Barred
• Alert message
Patron registration
• User Settings
– Hold notification settings
• Address
Statistical Categories
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Patron stat cats
PLAC Home Library
Saving
Cloning
Searching for a patron
• Why might you need to search for a patron?
– Legacy patrons at your library
– Patron moves from one EI district to another
– Patron confidentiality policy
• Choice of fields to search
– Search by barcode (F1)
– Search by patrons (F4)
Searching for a patron
• Begin live demo
• Include inactive
patrons?
• Limit results to patrons
in Evergreen Indiana
• Fill in at least Last, First
and Middle Name
• Filter by Permission
Profile (if necessary)
• Enter
• Column picker > Save
columns
• Click on a patron and a
summary appears on
the left side
• Retrieve patron or
Search form (to go back
to the search form)
Searching for a patron
• Alert message
• Color-coding of patron
Checkout
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Begin live demo
Column picker
Receipts
Due date
Pre-cataloged items
Non-cataloged items
Items out
• Items Out box
• Lost, Claimed returned, Long overdue, Has
unpaid billings box
• Click on an item to highlight and then go to
Actions for selected items
Holds
• Start live demo.
• Placing holds
– Staff holds
– Patron holds
• Show canceled holds
Bills
• Creating a bill
– Begin live demo
– Current bills summary at the top
– Column picker > List Actions > Save Columns
– Bill patron
– History
– Apply payment
– Actions for selected transactions
– Receipt
Edit
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Change patron information
Change barcode
Reset PIN
Clone the patron’s information
Other
• Messages
• Stat Cat
• Groups
Check in
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Setting up check in screen
Take your time and watch the screen!
Open Item stats screen at same time
Effective date
– Backdating
– Amnesty mode
• Auto print hold slips
Check in – Actions for selected
items
• Show last few circulations
• Retrieve last patron who circulated the item
• Mark item damaged
OPAC
• Searching
• Search results
– More details
– Facets
• My Account
• My Lists
Holds
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Actions for selected holds
View holds
Number of holds on a record
Browse hold shelf
Pull list for hold requests
Capturing holds
Cancelling holds
Retargeting holds
Hold notification options
• Patrons can choose how they will be notified
– Phone
– Email
– SMS/text message
• Tips for helping patrons when they report an
issue with receiving their hold notification
– Phone
– Email
– SMS/text message
Offline Transaction Management
• Used during upgrades or locally when needed
• In offline mode:
– DO checkout
– DON’T checkin
• No database connection therefore:
– No live patron data about checkouts, fines and
fees, blocked or not
Offline Mode
• Click on Standalone Mode
Offline Mode
• Click on Check Out
• Make sure the date on the left end of the menu bar
is correct.
• Scan patron library card.
• Check that due date is correct for the item.
• Scan in item barcode and hit ENTER after each item
barcode is entered.
Offline Mode
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Select Print receipt? so a receipt will print.
Click Save These Transactions? VERY IMPORTANT!
Click the Exit button when finished for the day.
Tips
– Group like items together so you need to change the
due date only a few times.
– You may choose to print a receipt for both the patron
and the library. Click Last Receipt to print the last
patron receipt for the library’s records.
– Before using offline mode, check the offline mode
receipt in the Receipt Template Editor to make sure
desired information appears.
Creating a Backup File
• At the end of each day,
you must Export the
Transactions to create a
backup file.
• Evergreen will tell you
it’s a good idea to let
the system delete any
other copies of the
data. DO NOT let the
computer do this.
Select No!
Resources
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Slide 6: Membership agreement and Code of Ethics
(http://www.in.gov/library/files/Membership_packet.pdf)
Slide 7: Circulation Policy, Page 1
Slide 8: Circulation Policy, Checkout, Loss of Privileges, Fines/Fees, Pages 4-5
Slide 9: Staff Training Documents website (http://www.in.gov/library/3380.htm)
Slide 10: Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3. Circulation
Procedures, How to issue an Evergreen Indiana Library card, pages 2-6.
Slide 11: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card,
pages 2-3. Circulation Procedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron).
Slide 12: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card,
pages 2-3. Circulation Procedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron).
Slide 13: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card,
pages 2-3. Circulation Procedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron).
Slide 14: Statistical Categories and Save (Circulation Policy, How to issue an Evergreen Indiana
Library card, pages 2-3. Circulation Procedures, How to issue an Evergreen Indiana Library
card, pages 2-6, Circulation Manual, Chapter 2, Registering a patron.)
Slide 15: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy. Circulation
Manual, Chapter 2, Registering a patron.)
Resources
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Slide 16: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy. Circulation
Manual, Chapter 2, Registering a patron.)
Slide 17: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy. Circulation
Manual, Chapter 2, Registering a patron.)
Slide 18: Checkout (Circulation Manual, Chapter 3, Checkout)
Slide 19: Items out (Circulation Procedures, Lost items, Claims Returned, Renewals.
Circulation Manual, Chapter 4, Marking items lost or claims returned.)
Slide 21: Bills (Circulation Manual, Chapter 5.)
Slide 22: Edit (Circulation Policy, How to issue an Evergreen Indiana library card. Circulation
Procedures, Patron Account Management, My Account. Circulation Manual, Chapter 2.)
Slide 24: Checkin (Circulation Procedures, Checkin, page 10. Circulation Manual, Chapter 3,
Checkin. Circulation Manual, Chapter 4, Marking items damaged or missing.)
Slide 26: OPAC (Help link in OPAC)
Slide 27: Holds (Circulation Policy, Holds and Inter-Evergreen Indiana lending, pages 5-6.
Circulation Procedures, Holds and Inter-Evergreen Indiana lending, pages 12-15. Cataloging
manual, Chapter 21, Holds.)
Slides 29-33: Offline mode (Circulation Manual, Chapter 9, Offline mode.)