+++Please route to Appropriate Personnel+++
I wanted to let everyone know the events that SWAN has planned for July. All of these meetings are in the Meeting Room at our offices (RAILS Headquarters). All of these meetings are now open for registration. In the future, we plan on scheduling User Group Meetings quarterly.
First of all, we have a number of User Group meetings (click on the link to register):
July 14th we will be hosting 3 user group meetings. You are invited to attend 1 ,2, or 3 sessions. Please register for whatever meetings you would like to attend.
Cataloging 9am - 11 am http://www.librarylearning.info/events/?eventID=20524
Serials 11:15- 1:15 http://www.librarylearning.info/events/?eventID=20585
Acquisitions 2:30 - 4:30 PM http://www.librarylearning.info/events/?eventID=20586 .
July 16th we will have our representative from Unique Management here to answer any questions regarding Debt Collection and the SirsiDynix debt collection reports. You can register on L2 http://www.librarylearning.info/events/?eventID=20508 for this 2:00 PM meeting. If you do not currently use Unique for Debt Collection, feel free to attend to find out more about this service.
July 23rd Circulation Users Group meeting http://www.librarylearning.info/events/?eventID=20523 Meeting runs from 9:30 -12:00. Come with your questions and tips you have to share.
The workshop that a number of people have anxiously been waiting for:
July 21st Reports training - we plan on discussing and demonstrating the current reports module and introducing the BlueCloud Analytics report tool (if ready for prime time). Workshop is from 9:30 - 12:00 http://www.librarylearning.info/events/?eventID=20554 This workshop will be repeated again in October.
For something completely different, how about an explanation of how Symphony Workflows really works (AKA SWAN Symphony GUTS Training). Learn about the tables, maps, and policies that drive Symphony. There are four opportunities to attend this workshop at our offices and one online session planned.
July 29th 9:30-12 :00 http://www.librarylearning.info/events/?eventID=20515
July 30th 1:30- 4:00 http://www.librarylearning.info/events/?eventID=20516
Aug 3rd 9:30-12:00 http://www.librarylearning.info/events/?eventID=20517
Aug 4th 1:30-4:00 http://www.librarylearning.info/events/?eventID=20518
Aug 6th Online session 9:30-12:00 http://www.librarylearning.info/events/?eventID=20519
Hope to see a number of you there. We realize that Summer Reading is going on during all these meetings and apologize for the timing, but we thought it best to touch base with the User Groups as soon as possible. The Reports training is scheduled in July, but will also be available in October. And everyone loved the idea about learning how Symphony really works and just couldn't wait for this workshop.
If you should have any questions, don't hesitate to contact SWAN Member Services at 630-734-5153.
Kate Boyle
SWAN Member Services Manager
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://www.railslibraries.info
+++ Please route to appropriate personnel +++
Everyone-
As you may have noticed a few of your patron (user) records have a new message in the Extended Info Note field. The note says: "Please verify patron addresses due to the migration."
This note was created in a patron record by Unique Management Services when they verified your patron at another address in the NCOA (National Change of Address) database.
The purpose of the Note was to draw your attention to the patron's new address in their record. Hopefully, this Note will remind staff to verify exactly what the patron's current address is the next time they visit the library.
Some libraries have asked for a list of their patrons (users) that have this added Note to work on the verification of these patrons' current information. We are happy, by request, to provide your library with a report that lists your patrons that need verification. Please send an email to help(a)swanlibraries.net<mailto:help@swanlibraries.net> to request a report for your library.
And everyone have a good weekend.
Kate Boyle
SWAN Member Services Manager
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://www.railslibraries.info
Thank you for your assistance with last month's survey of LLSAP member cataloging practices and needs. We received an amazing 277 responses! RAILS is working to improve and expand cataloging services provided by your consortium in FY2016 and beyond. Your responses will help us better understand your library's current cataloging practices in order to identify potential professional development opportunities and additional cataloging services.
Karen Bar
SWAN Bibliographic Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5138
Fax: 630.734.5056
karen.bar(a)railslibraries.info<mailto:karen.bar@railslibraries.info>
http://support.swanlibraries.net
SWAN Member Libraries & Information Technology staff:
The issue with report sessions is now resolved.
We sincerely apologize for the inconvenience.
Steven Schlewitt
SWAN IT Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5130
Fax: 630.734.5056
steven.schlewitt(a)railslibraries.info<mailto:steven.schlewitt@railslibraries.info>
http://support.swanlibraries.net
From: swantech-bounces(a)list.swanlibraries.net [mailto:swantech-bounces@list.swanlibraries.net] On Behalf Of Steven Schlewitt
Sent: Wednesday, June 10, 2015 12:20 PM
To: swancom(a)list.swanlibraries.net; swantech(a)list.swanlibraries.net
Subject: [SwanTech] Issue with accessing reports in WorkFlows
Importance: High
SWAN Member Libraries & Information Technology staff:
Please be aware - we are currently investigating issues with the report functions of the Symphony WorkFlows server which will cause the WorkFlows client to crash when attempting to open or run anything from the Reports tab. This issue does not appear to affect any other functions of the Symphony server or the WorkFlows client.
We will update everyone as soon as more information is available.
Thank you for your patience,
Steven Schlewitt
SWAN IT Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5130
Fax: 630.734.5056
steven.schlewitt(a)railslibraries.info<mailto:steven.schlewitt@railslibraries.info>
http://support.swanlibraries.net
_______________________________________________
SwanTech mailing list
SwanTech(a)list.swanlibraries.net<mailto:SwanTech@list.swanlibraries.net>
http://list.railslibraries.info/cgi-bin/mailman/listinfo/swantech
SWAN Member Libraries & Information Technology staff:
Please be aware - we are currently investigating issues with the report functions of the Symphony WorkFlows server which will cause the WorkFlows client to crash when attempting to open or run anything from the Reports tab. This issue does not appear to affect any other functions of the Symphony server or the WorkFlows client.
We will update everyone as soon as more information is available.
Thank you for your patience,
Steven Schlewitt
SWAN IT Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5130
Fax: 630.734.5056
steven.schlewitt(a)railslibraries.info<mailto:steven.schlewitt@railslibraries.info>
http://support.swanlibraries.net
To SWAN Library Staff:
We will be implementing two changes to wording in Enterprise, which will take effect tomorrow.
* First, the user status DELINQUENT will now say ALERT. Please note, this change will also affect staff views in Workflows.
* Second, the location "Standard shelving location" will be changed to Stacks in Enterprise.
Please see the attached document for screenshots of where you can expect to see these changes. These changes will affect all libraries and all Enterprise profiles, and there is no action you need to take.
SWAN received many comments that use of "DELINQUENT" was overly negative and off-putting to patrons. In order to change the use of the word in Enterprise, the change also had to be made to Workflows. Some library staff sent suggestions to help(a)swanlibraries.net<mailto:help@swanlibraries.net>, which were all reviewed by the Discovery and User Experience team, as well as SWAN staff. In the end, it was decided that ALERT encouraged patrons to check the status of their account, without a negative connotation, and without specifying in how their account is delinquent (items overdue, fines owed, or both).
It was also reported that "Standard shelving location" was confusing to patrons. "Stacks," the corresponding location in Workflows, will appear in Enterprise instead of the longer description. The stacks location is the equivalent of the three letter location codes from Millennium (ams, bfs, wrs, etc.), and is shared by all libraries.
Thank you to everyone who shared patron comments, staff experiences, and suggestions for changing these two elements. Please continue to share your feedback at help(a)swanlibraries.net<mailto:help@swanlibraries.net>.
Rebecca Malinowski
SWAN Special Projects Coordinator
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5157
Fax: 630.734.5056
rebecca.malinowski(a)railslibraries.info<mailto:rebecca.malinowski@railslibraries.info>
http://support.swanlibraries.net
SWAN Member Libraries and Information Technology Staff:
We hope you'll join us at the upcoming SWANTech meeting on Wednesday, June 17th at 10am at the Burr Ridge office. This SWANTech will be hosted on-site at Burr Ridge only, but covered topics and documentation will be made available online shortly afterward for those unable to attend.
On this meeting agenda, the following topics are slated for discussion...
1. Migration Recap
a. SIP2 Integration: Everything you need to know about the new system
i. Vendor classification
ii. Local library SIP2 ports
iii. External vendor SIP2 ports
iv. PCode4 Cross-Reference
b. Outstanding 3rd Party Vendor Issues & Review
2. Future SWANtech Projects & Timeline
a. SVA (Robo-dialer)
b. MobileCirc
c. Proxy/Database Authentication
d. RFID
e. Print Template Software
f. Virtualized SonicWalls
3. SWANTech IT Tips
4. Open Forum/Discussion
If you plan on attending the meeting, please be sure to register on L2.
http://www.librarylearning.info/events/?eventID=20312
We hope to see you there!
Steven Schlewitt
SWAN IT Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5130
Fax: 630.734.5056
steven.schlewitt(a)railslibraries.info<mailto:steven.schlewitt@railslibraries.info>
http://support.swanlibraries.net
SWAN Libraries:
The presentation from yesterday's SWAN Quarterly meeting is now online. Look under the section for the June 4, 2015 date.
https://support.swanlibraries.net/gov/meetings
Direct link to the PowerPoint is here:
https://support.swanlibraries.net/sites/default/files/meeting/2015-06-04/SW…
Our apologies for the online streaming yesterday. It experienced a lot of audio problems repeatedly throughout the stream, and the sessions were restarted a number of times. We will make sure to resolve this for the next online meeting. The recording of the meeting was not affected and will be uploaded to our SWAN YouTube channel soon. We will email everyone once it is available.
Aaron
Aaron Skog
SWAN Executive Director
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5122
Fax: 630.734.5056
aaron.skog(a)railslibraries.info<mailto:aaron.skog@railslibraries.info>
http://support.swanlibraries.net
+++ please route to appropriate staff +++
Everyone -
It's a new day! As of this morning, we are able to effectively block NON-SWAN RB patrons ( this includes Chicago Public) from placing holds in Enterprise, while allowing staff to place holds in Workflows for them. This means that staff can allow the software to control what is holdable to these patrons in Workflows. There is no longer a prompt for an override. In addition, gone are the additional restrictions that only copy holds can be placed on only your items for NON-SWAN patrons. You can place System level title holds without using an override, except in rare instances (Non-Circ items, etc).
Non-SWAN RB and Chicago patrons can in the My Account area of Enterprise: Change their PIN, Set preferences, Setup text messaging, View checkouts, Renew items if eligible for renewal, Cancel holds, Change Pickup point (only to those libraries that have opted in to "Pickup Anywhere"), Suspend holds, Un-suspend holds, and View fines. The only thing they can't do is place a hold.
Enjoy!!!!!
If you should have any questions, please call Member Services at 630-734-5153 or email help(a)swanlibraries.net<mailto:help@swanlibraries.net>
Kate Boyle
SWAN Member Services Manager
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://www.railslibraries.info
The Lansing Public Library will be open on Friday, 6/5/15 from 1-5 p.m.
Renee Clanton
SWAN Member Services Consultant
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5169
Fax: 630.734.5056
renee.clanton(a)railslibraries.info<mailto:renee.clanton@railslibraries.info>
http://support.swanlibraries.net
+++ Please route to Circulation Managers, Public Services Managers, Technical Services Managers and all appropriate personnel +++
Hi everyone,
Attached is a memo concerning Item Types.
If you should have any questions, please call our office at 630-734-5153 or email us at help(a)swanlibraries.net<mailto:help@swanlibraries.net> .
Karen Bar
SWAN Bibliographic Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5138
Fax: 630.734.5056
karen.bar(a)railslibraries.info<mailto:karen.bar@railslibraries.info>
http://support.swanlibraries.net
++Please route to appropriate personnel++
Everyone
The statistics for the month of May are now available on the SWAN website <https://support.swanlibraries.net/content/2015-sirsidynix-stats> (click on the Statistics tab and choose 2015 SirsiDynix statistics).
We have 12 statistical reports available for you.
* We have Checkouts by Interface, Renewals by Interface, and Holds by Interface - you will notice there are columns listed as SVA, Bookmyne, and unknown you will begin to see statistics in these columns in the near future. For your total circulation count, dependent upon library policy, you may want to add renewals and checkouts.
* Then we have checkouts by our new user categories ( which I have referenced as pcode2, pcode3, and pcode4 for ease of use).
* Monthly checkouts by Item Library/Library Profile will give you your reciprocal borrowing stats - just remember to subtract checkouts to your library users profiles.
* Monthly checkout by Charging Library/ Item Library will give you your ILL activity - but again you would need to subtract checkout of your material at your library (charging library). It is easier to use the Monthly ILL Sent and ILL Received where the checkout of your material at your library (including any bookmobiles), has been removed for you. Remember ILL Sent is read down, ILL Rec'd is read across.
* Monthly checkins by Charging library/Item Library
* Monthly In-house Use - you must use the Mark Item Used Wizard to generate this statistic
* Monthly Users Added
We will be adding two more reports ASAP -
* Monthly Bibs Added
* Monthly Items Added
If you should have any questions, please call Member Services at 630-734-5153 or email us at help(a)swanlibraries.net<mailto:help@swanlibraries.net>
Have a great week crunching numbers.
Kate Boyle
SWAN Member Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://support.swanlibraries.net
Sent to SWAN Libraries on Behalf of RAILS:
The next RAILS Member Update will be held on Thursday, June 18, from 10 a.m. - noon, in person at the RAILS Burr Ridge service center, at videoconference locations throughout the RAILS area, and via one-way streaming video. The main topic will be the work currently being done to examine and strengthen the standards all libraries must follow to be eligible for library system membership. Representatives of the six subcommittees formed to examine different aspects of membership standards will also give a report. View the agenda and see L2 for registration and a list of locations: www.librarylearning.info/events/?eventID=19978.
Be sure to see RAILS' Executive Director Dee Brennan's latest blog post for additional information on membership standards. (Log into the RAILS website and click Comment at the bottom of the page to share your feedback.)
SWAN Member Libraries:
Please join the upcoming RAILS Networking Event that is taking place at Eisenhower Public Library on Thursday June 11th. Please share this information with other staff members who may be interested.
RAILS Networking and Continuing Education Event
When: Thursday, June 11, 2015 (9:30 AM - 11:30 AM)
Where: Eisenhower Public Library
Cost: Free
Register: http://www.librarylearning.info/events/?eventID=19511
Join RAILS Member Engagement Manager, Debbie Baaske at this networking event hosted by the Eisenhower Public Library. Debbie will share the latest RAILS news and answer your questions. You will also have plenty of time to talk with colleagues from other RAILS libraries. All library staff - working in all types of libraries - are invited to attend.
Leah White, Head of Popular Materials at the Ela Area Public Library, as well as a 2012 LJ Mover and Shaker, will join us to present: Have you ever visited an independent bookstore and thought to yourself, "Why aren't libraries doing this?" Come learn tips and tricks from the indie bookseller trade! We will cover merchandising, books displays, shelftalkers, weeding and much more.
The balance of the meeting will be devoted to sharing the latest news about your library, sharing other library-related news, and networking with colleagues.
Refreshments will be provided.
Eisenhower Public Library District
4613 North Oketo Avenue
Harwood Heights, IL 60706
708-867-7828
Please route to appropriate personnel:
There has been an issue with generic patrons being selected for collection when we run the reports for Unique. To correct this problem, SWAN has created a new status in the User record under the Library Defined category of "No_Unique" . This new "Library Defined" category will be available to the libraries tomorrow, after tonight's halt and run. For any generic (in-house) patrons and/or actual patrons that should not be sent to collection, your library staff should change the "Library defined" category in those records to "No_Unique". As we run reports in the future, these users will not be selected for collection.
To update these special patrons beginning tomorrow morning:
* In Modify User retrieve the user record you want to update
* Under the Demographics tab, in the Library Defined category, choose "No_Unique from the dropdown.
* Click on Save to store change.
If you should have any questions, please call Edlyn Le Fevour at 630-734-5161.
Edlyn LeFevour
SWAN Support Analyst
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5161
Fax: 630.734.5056
edlyn.lefevour(a)railslibraries.info<mailto:edlyn.lefevour@railslibraries.info>
http://www.railslibraries.info
Enterprise is back online.
Aaron Skog
SWAN Executive Director
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5122
Fax: 630.734.5056
aaron.skog(a)railslibraries.info<mailto:aaron.skog@railslibraries.info>
http://www.railslibraries.info
From: swancom-bounces(a)list.swanlibraries.net [mailto:swancom-bounces@list.swanlibraries.net] On Behalf Of Aaron Skog
Sent: Saturday, May 30, 2015 11:45 AM
To: swancom(a)list.swanlibraries.net
Subject: [SWANcom] Enterprise Restart Underway
SWAN Libraries,
We received notice from SirsiDynix at 11:35am that the monitoring system of Enterprise showed it to be unresponsive, so an automatic restart of the SWAN Enterprise service is underway.
Aaron Skog
SWAN Executive Director
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5122
Fax: 630.734.5056
aaron.skog(a)railslibraries.info<mailto:aaron.skog@railslibraries.info>
http://www.railslibraries.info
SWAN Libraries,
We received notice from SirsiDynix at 11:35am that the monitoring system of Enterprise showed it to be unresponsive, so an automatic restart of the SWAN Enterprise service is underway.
Aaron Skog
SWAN Executive Director
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5122
Fax: 630.734.5056
aaron.skog(a)railslibraries.info<mailto:aaron.skog@railslibraries.info>
http://www.railslibraries.info
Congratulations to Jim Deiters (Oak Lawn Public Library), Anne Kozak (Thomas Ford Memorial Library), and Stacy Wittmann (Eisenhower Public Library District) for being elected to the SWAN Board. Their three-year terms start July 1, 2015.
I would like to thank Amy Crump (Homewood Public Library District) and Dan Powers (Lyons Public Library) for running for the open positions. It is always great to see interest in the SWAN governance.
Rich Wolff (Tinley Park Public Library) will end his second term on the SWAN Board June 30. Please make sure to thank him at the June 4 SWAN Quarterly meeting next week for his tenure and his time as the SWAN Board President.
Aaron Skog
SWAN Executive Director
Reaching Across Illinois Library System
Burr Ridge Office
Phone: 630.734.5122
Fax: 630.734.5056
aaron.skog(a)railslibraries.info<mailto:aaron.skog@railslibraries.info>
http://www.railslibraries.info
+++Please share with appropriate staff+++
Everyone -
I have attached a corrected version of yesterday's memo regarding the running of reports. In error, the documentation stated to "Modify" and rename the new reports available to your library with the new REPORT login. The documentation should have stated to "Copy" the report and rename it.
The attached document has been corrected and the error highlighted.
I am very sorry for the inconvenience.
Kate Boyle
SWAN Member Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://support.swanlibraries.net
+++Please route to appropriate personnel+++
If your library has decided to start running the Clean Holds Shelf report in-house, please notify the SWAN office. We will need to know what date you are starting to run the report , in order to remove your library from the report we run here.
You can call 630-734-5153 or email help(a)swanlibraries.net<mailto:help@swanlibraries.net>
Thank you and have a great day!
Kate Boyle
SWAN Member Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://support.swanlibraries.net
+++ Please route to appropriate personnel +++
Everyone -
Attached is a memo concerning a new reports login for Workflows and some new templates we have made available to the SWAN libraries.
If you should have any questions, please call our office at 630-734-5153 or email us at help(a)swanlibraries.net<mailto:help@swanlibraries.net> .
Kate Boyle
SWAN Member Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://support.swanlibraries.net
+++Please route to appropriate personnel +++
Everyone-
Attached is an update memo on Holds. Please share with your circulation staff and the staff at your library placing holds.
If anyone should have any questions, please call Member Services at 630-734-5153 or email us at help(a)swanlibraries.net<mailto:help@swanlibraries.net>
Have a wonderful holiday weekend.
Kate Boyle
SWAN Member Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://support.swanlibraries.net
Please route to appropriate staff
The Blanket Hold Wizard in Circulation is not working correctly. A bug has been identified and it is anticipated to be fixed in the next release.
Please refrain from using this wizard. If you have placed holds using the Blanket Hold wizard in the last few weeks, please check the holds on the user record. You may need to cancel these holds and replace them using the "Place Hold" wizard. As a reminder, multiple Title level holds can be placed on the same bib record when using the "Place Hold" wizard and the appropriate override.
Let me know if you have questions,
Renee
Renee Clanton
SWAN Member Services Consultant
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5169
Fax: 630.734.5056
renee.clanton(a)railslibraries.info<mailto:renee.clanton@railslibraries.info>
http://support.swanlibraries.net
