- SWANcom - swanlibraries.net

New Item Type, Update on Deletion Error Messages

by Karen Bar

+++Please route to appropriate personnel +++ Hi everyone, Please share with your technical services and circulation staff. New Item Type A new Item Type BLURAY_BOX is now available for Blu-ray box sets. We have also added a "new" version of this item type - BLURAY_BOXN. If your library wishes to circulate Blu-ray box sets differently when new to the library (in regards to holdability, etc.), you may want to use both BLURAY_BOX and BLURAY_BXN. Please contact us if your library would like to use these Item Types and we will work with you to set up the individual library circulation details. Please send an email to help(a)swanlibraries.net<mailto:help@swanlibraries.net> or contact Karen Bar at 630.734.5138. Deletions and error messages There have been reported issues when libraries attempt to delete items and receive a message that the item cannot be deleted because there is an open order on a title or a hold on the title. SirsiDynix confirmed that this is how the software works, and this cannot be changed. For example, Library A will not be able to delete their item because Library B has an open order on the title. The same is true for holds, even if your library item is not eligible to fill the hold. The recommended action if you are attempting to delete an item and receive one of these messages: Set the item to DISCARD by one of these methods: 1. Change the Home Location to DISCARD or 2. Check out to the DISCARD user. Either of these methods will shadow the item until it is eventually deleted with the monthly batch deletions. Thank you and have a great weekend. 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

10 years, 3 months

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E-resource statistics

by Kate Boyle

+++ Please route to appropriate personnel +++ For those of you who may have been wondering, at present you still need to check with your vendors to get your e-book statistics. At some point in the future, BlueCloud Analytics will be able to supply you with these statistics. Presently, SWAN is investigating another method of acquiring and distributing your e-resource statistics to you, but please continue to get your statistics from the vendor until we notify you otherwise. Thank you. If you have any questions, just give us a call at 630-734-5153 or email us at 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

10 years, 3 months

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Non SWAN RB stats May 2015

by Edlyn LeFevour

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

10 years, 3 months

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SWAN Events for July

by Kate Boyle

+++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

10 years, 3 months

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Extended info note in Workflows

by Kate Boyle

+++ 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

10 years, 3 months

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RAILS Library Cataloging Survey-Thank you!

by Karen Bar

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

10 years, 3 months

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*RESOLVED* Issue with accessing reports in WorkFlows

by Steven Schlewitt

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

10 years, 3 months

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Issue with accessing reports in WorkFlows

by Steven Schlewitt

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

10 years, 3 months

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Two language changes in Enterprise and Workflows

by Rebecca Malinowski

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

10 years, 4 months

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SWANTech Meeting June 17th at Burr Ridge

by Steven Schlewitt

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

10 years, 4 months

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June 4 Quarterly Presentation Now Online

by Aaron Skog

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

10 years, 4 months

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Holds for CPL and Non-SWAN RB patrons

by Kate Boyle

+++ 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

10 years, 4 months

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Lansing PL hours on 6/5/15

by Renee Clanton

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

10 years, 4 months

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Migration Memo #23 Item Types

by Karen Bar

+++ 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

10 years, 4 months

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Monthly Statistics now available on the SWAN website

by Kate Boyle

++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

10 years, 4 months

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Next RAILS Member Update Videoconference | June 18 10 a.m. - noon

by Aaron Skog

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.)

10 years, 4 months

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RAILS Networking Event at Eisenhower in June

by Aaron Skog

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

10 years, 4 months

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SWAN Quarterly Meeting at Burr Ridge - Agenda & Packet for 6/4 Now Online

by Brande Overbey

SWAN Members: The June SWAN Quarterly Agenda is now posted: https://support.swanlibraries.net/sites/default/files/meeting/2015-06-04/ag… Meeting packet (4 pages): https://support.swanlibraries.net/sites/default/files/meeting/2015-06-04/pa… This meeting will be streamed live as well, at http://live.railslibraries.info/. We will be covering migration updates and a "what comes next" regarding our new software, so we definitely encourage everyone to attend or view the meeting. We hope to see you on Thursday the 4th! Brande Overbey SWAN Office Manager 125 Tower Drive Burr Ridge, IL 60527 Phone: 630.734.5164 Fax: 630.734.5056 brande.overbey(a)railslibraries.info<mailto:brande.overbey@railslibraries.info> http://support.swanlibraries.net

10 years, 4 months

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generic patrons and Unique collections

by Edlyn LeFevour

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

10 years, 4 months

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*Resolved* RE: Enterprise Restart Underway

by Aaron Skog

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

10 years, 4 months

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Enterprise Restart Underway

by Aaron Skog

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

10 years, 4 months

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SWAN Board Election Results

by Aaron Skog

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

10 years, 4 months

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correction to yesterday's Memo 22: reports

by Kate Boyle

+++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

10 years, 4 months

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Clean Holds Shelf report

by Kate Boyle

+++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

10 years, 4 months

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Migration Memo 22 - reports

by Kate Boyle

+++ 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

10 years, 4 months

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SWAN Migration Memo #21: Holds update

by Kate Boyle

+++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

10 years, 4 months

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Blanket Hold wizard not working correctly

by Renee Clanton

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

10 years, 4 months

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Memo and New Documentation Pertaining to Online Commerce ProPay

by Aaron Skog

SWAN Library Staff, As you are most likely aware, there are some intermittent problems with the online payment system BLUEcloud Commerce. At times, when a patron pays a fine online, their Symphony Workflows account is not updated and the fine is not cleared. A patron would see a message to this effect in Enterprise, "Unable to notify the library of paid fines or fees," but it is possible they might not contact the library or attempt a second payment online. Unfortunately there is no immediate fix for this problem. SirsiDynix has stated this is a top priority for their development team. Please review the attached memo for three suggested options for libraries to follow if you encounter this problem with a patron. NEW: SWAN E-Commerce Reports Documentation Documentation on how to refund patrons, run reports to reconcile your online payments in ProPay against what was received in Symphony can be found in the Member's Only area of our Documentation tab on the support site: https://support.swanlibraries.net/documentation/commerce SWAN will update everyone at the June 4 Quarterly meeting regarding the BLUEcloud Commerce problem. 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

10 years, 4 months

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REMINDER: SWAN Board Election Closes Friday!

by Brande Overbey

SWAN Members: A reminder that the SWAN Board Election polls will close this Friday, May 22nd at 5pm. Please be sure to get in your vote for our three vacant seats by then, if you have not already done so. The election poll can be found at the following link, and on the front page of the SWAN website as a News Item: https://support.swanlibraries.net/news/2015-05-04/swan-2015-board-election-… We thank you for your participation in our election! Brande Overbey SWAN Office Manager 125 Tower Drive Burr Ridge, IL 60527 Phone: 630.734.5164 Fax: 630.734.5056 brande.overbey(a)railslibraries.info<mailto:brande.overbey@railslibraries.info> http://support.swanlibraries.net

10 years, 4 months

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High Demand Holds report

by Kate Boyle

+++ Please route to appropriate personnel +++ Attached is documentation for running the SirsiDynix report to generate "High Demand Holds" for your library. The SirsiDynix report is actually called "List Purchase Alert with Demand Management". I have created a template for any library that sent in a request to the ticket system. (help(a)swanlibraries.net<mailto:help@swanlibraries.net>). If you haven't sent in a request yet, or do not find a template for your library, please submit a ticket. You will find the template in the reports module under the Template tab in alpha order by your three letter agency code (XXX High Demand Holds). I have configured the library default template to run the hold ratio of # of holds for pickup at your library to the # of your library copies. Libraries can modify this template to run the hold ratio of the # of holds for pickup at your library to the # of items owned system-wide. Your library may want to run both report numbers. You will find the documentation on the template attached. We have included information in the documentation on how to pull the text report into a spreadsheet. For each title, the report output includes the number of holds, number of copies, the holds to copies ratio, the title (up to 30 characters), author (up to 20 characters), and call number (up to 10 characters). For those of you who have asked, there is no more information that can be included in the report, sorry. You will find this report doesn't take long to run. And by creating a template for your library, you can run this report at your convenience anytime between 9 AM and 6 PM any day you want. Enjoy! Have a great 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

10 years, 4 months

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Committee of the Whole 5/12 Presentation Now Online

by Aaron Skog

SWAN Library Staff: The Power Point presentation from Tuesday's SWAN Committee of the Whole meeting is now posted online. The presentation is a recap of the first 25 days since the April 14 go-live of SWAN on the new software from SirsiDynix. Direct Link to Presentation: https://support.swanlibraries.net/sites/default/files/meeting/2015-05-12/SW… If that link is not working, look for the presentation under the meeting date on the following webpage: https://support.swanlibraries.net/gov/meetings We are working to have this meeting presentation uploaded to the SWAN YouTube channel. We will send out and update once it is ready for viewing. 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

10 years, 4 months

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RAILS Library Cataloging Survey

by Karen Bar

SWAN Member Library Staff: RAILS seeks your assistance completing a survey about your library's cataloging operations. Your responses will help RAILS better understand your library's current cataloging practices, to identify potential professional development opportunities and additional cataloging services that may be of assistance to your library's operations, and to improve and expand cataloging services provided by your consortium. More than one selection may be applicable for some questions. The survey is at this link: https://www.surveymonkey.com/s/YQXJS92 Please submit only one response for your library. It is preferred that a Technical Services Manager/Supervisor or the Library Director complete the survey. The deadline for submission is Friday, May 29. Thank you! 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

10 years, 4 months

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Migration - PR Statement for Patrons

by Brande Overbey

Hello SWAN Libraries: After chatting with library staff, we have created a quick blurb for use in newsletters and on websites regarding our migration and issues that patrons might be facing. I've pasted it below. While it may be desired to include specifics on issues and a timeline, with the dynamic nature of the issues it is difficult to do so - we fix the issues as they come up, and often quickly enough that it isn't something we could capture for print media. That being said, Aaron is going to give a very detailed presentation at the Committee of the Whole meeting on Tuesday all about outstanding migration issues and timeline. So, if you would like to flesh out this blurb with further detail, there will be plenty of great content at that meeting. We do intend to stream the meeting too, so that all staff can observe. Here is the PR statement: The New Catalog is Here! Thank you for your patience as we continue to improve your catalog experience. As you may have noticed, some services are experiencing intermittent issues as we continue to optimize the new system. Be assured that librarians and IT professionals are working diligently to correct any issues that arise. Feel free to let us know when you experience a problem. Please call [your library phone #] for the most up-to-date catalog access news or to discuss your library account. Questions can also be directed to [your library email address]. We greatly appreciate the patience of our patrons during this time of transition, and apologize for any inconvenience that you may experience. Thank you and have a great weekend, Brande Overbey SWAN Office Manager 125 Tower Drive Burr Ridge, IL 60527 Phone: 630.734.5164 Fax: 630.734.5056 brande.overbey(a)railslibraries.info<mailto:brande.overbey@railslibraries.info> http://support.swanlibraries.net

10 years, 5 months

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Non SWAN RB

by Edlyn LeFevour

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

10 years, 5 months

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Clean Holds Shelf report on the weekends

by Kate Boyle

Everyone - If your library prefers to receive the Clean Holds Shelf report over the weekend, please let me know. I have created a custom report that runs on Saturday and Sunday and would be happy to include you in the list of libraries that receive this report. 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

10 years, 5 months

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SWAN Committee of the Whole Meeting Tuesday 5/12, Agenda & Live Streaming

by Aaron Skog

SWAN Library Directors and Staff: Next week Tuesday May 12 at 9:30am is our regularly scheduled Committee of the Whole meeting (in RAILS Burr Ridge). We are going to use this meeting to provide an overview of the migration, reviewing what was accomplished, the problems encountered, our communication, and allow for some Q&A about the last few weeks. Agenda is posted online here: https://support.swanlibraries.net/gov/meetings Direct link to the agenda and the live stream website: https://support.swanlibraries.net/sites/default/files/meeting/2015-05-12/ag… We thought this would be an interesting meeting to stream live for everyone so they could watch the presentation and participate remotely in the discussion. Normally the Committee of the Whole is not streamed, but considering the circumstances of our newly migrated ILS, it seemed appropriate. Details on how to view the meeting are on the posted agenda. No registration is required. The meeting is open to everyone. This meeting will focus more as a migration recap and to gather some feedback. The June 4 Quarterly meeting we will dive into what we will be doing with some of the new features and software, outlining our plans. Some of this was touched on at the March Quarterly meeting, the presentation of is available online: https://support.swanlibraries.net/sites/default/files/meeting/2015-03-05/SW… I look forward to seeing you all or having you attend online! 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

10 years, 5 months

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Circulation updates

by Kate Boyle

+++ Please route to appropriate personnel +++ Everyone - what follows is a very lengthy Circulation update Bills We have run today for the first time the Assumed Lost Report and Bills. These reports were delayed due to a data problem that has now been corrected. The bill notices generated by these reports have been sent to your patrons either as text messages, emails, or printed bills. The printed bills are being sent from the SWAN office via US mail directly to your patrons. At this time, SVA robo-calling is still in the testing phase, therefore there were no phone calls made to patrons. This being the initial run of the Assumed Lost Report and the Bill report, your patrons may have received bills for materials overdue prior to our migration. In the future, these bills are scheduled to run daily for any item 42 days overdue. In order for you to track your items and your patrons/users that have been billed, we have created two new report templates for your library use. These templates can be found in the report module of Workflows. The report templates are named "xxx List Items with Bills" and "xxx List Users with Billed Items", xxx being your library three letter agency code. Please see the attached document for further information on these reports. This document can also be found on the SWAN website: https://support.swanlibraries.net/content/circ-documentation (bottom of the page under heading "Reports"). Holds and routing labels As a reminder, Internet Access libraries and other consortia libraries in RAILS (ShareIllinois) can place holds on SWAN, just as they did previously. However, Workflows does not automatically check out these items to the requesting library. To fill these holds, you need to checkout the item to the generic library patron/user. These holds are easy to identify as they come up "Route/Transit to ILL_Libs" . A number of libraries have recently been addressing delivery labels to ILL_Libs, unfortunately these materials cannot be delivered as addressed. The patron/user record as displayed on the Workflows screen includes routing information "To: For:". Please see the documentation on the SWAN website explaining how to process and route these materials. https://support.swanlibraries.net/content/interlibrary-loan-processing OCLC Deep Linking to the Enterprise catalog While we have been busy working our way through questions here at the central office, two of our member library staff have been busy on a project. Ann Stovall of INS and Jen Fredericks of DGS both worked at getting the deep linking from OCLC WorldCat and WorldShare working with the SWAN Enterprise catalog. They have each shared their information with me. The result is a document you can refer to on the SWAN website to set up links for your library that will retrieve your library item record based upon an ISBN search. The document can be found on the SWAN website at: https://support.swanlibraries.net/content/interlibrary-loan-processing . I had scripted all the links for the SWAN libraries previously to work with Millennium, but since this now involves scripting in WorldCat Registry I no longer have access to those logins and passwords. So, as things settle down and you are looking for a fun project, take a look at the documentation and implement deep linking. This will save the person doing ILL from getting a number of OCLC ILL requests for materials that are checked out or possibly missing. Statistics We continue to work on Circulation statistics. Keep those requests coming. We know everyone wants Circ statistics by IC1stat, unfortunately that I cannot generate for you in SirsiDynix. We will see if we can come close to generating something similar. You might have noticed that your ILL statistics are higher this month when compared to last April, I think we can attribute any weird circ numbers this month to the problem we had with holds. Remember we all cleared our hold shelf and sent items home or on to another patron - and then we received the same titles again. So, all of your checkin or checkout numbers might be a little screwy. I promise in May we will have more reports available and more accurate statistics for you. Please bear with us as we fine tune the reports. Thank you all for your patience and kind attention to this rather long email. If you have any questions, send me an email at help(a)swanlibraries.net<mailto:help@swanlibraries.net> . Have a great week. 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

10 years, 5 months

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April statistics from Workflows for April 11th- 30th

by Kate Boyle

+++ Please route to appropriate personnel +++ Everyone - We have a number of new statistical reports for you. These are the SirsiDynix statistics for the period of April 11th-30th. These new statistical reports are available here: https://support.swanlibraries.net/content/april-2015-sirsidynix-stats You will need to login to view them. The Millennium statistics for April 1st-10th have already been posted to the website and the report server. The SirsiDynix Workflows statistics include the following: * Checkouts by patron/user profile ---this also includes the Reciprocal Borrowing statistics o RB stat --Items checked out at your library by patron/user profile - read across and subtract your library profiles and ALA/OCLC o Total checkouts by patron/user profile -- total checkouts by your patrons/users at other libraries - read down and subtract your library checkouts * Checkouts by item - this includes your ILL statistics o ILL as a Borrower -reading across ---subtract your own materials o ILL as a Lender -reading down - again subtract your own materials * Checkouts by Itype * Renewals by patron/user profile * Checkins at your library - find your library in the first column then read across * New patrons/users created by library We will be taking requests from the SWAN libraries for what use to be known as "High Demand Holds". To request a report, send an email to help(a)swanlibraries.net<mailto:help@swanlibraries.net> specifying when you would like to receive the report monthly and what ratio of holds/item(>2, >3, >4, etc) you would prefer. We are working on a substitute report for the Millennium "Fines Paid" report, more on that later. If you are waiting on a statistic and having seen it yet, please open a ticket by sending an email to <mailto:help@swanlibraries.net> help(a)swanlibraries.net<mailto:help@swanlibraries.net> . Thank you for your patience this past month. 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

10 years, 5 months

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Clean Holds Shelf

by Kate Boyle

+++ Please route to appropriate personnel +++ Everyone- As you are probably aware the Clean Holds Shelf report ran this weekend. A number of libraries have asked if we can reschedule this report to only run Monday - Friday, as there is no delivery or pickup over the weekend. You will be happy to know we have changed the schedule for this report and it will now run on Monday- Friday only. Have a great week. 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

10 years, 5 months

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SWAN Board Election Begins Today!

by Brande Overbey

SWAN Members: Voting for the SWAN Board Election opens today for the three vacancies on the SWAN Board beginning on July 1, 2015. The election will run May 4th through May 22nd, and the new Board will be announced the week of May 25th via SWANcom. The poll can now be found online on the front page of the SWAN website, at https://support.swanlibraries.net/news/2015-05-04/swan-2015-board-election-… as a news item. Please note that only library administrators are allowed to vote, and each library may vote only once. The deadline for casting your vote is Friday, May 22nd at 5pm. Thank you, Brande Overbey SWAN Office Manager 125 Tower Drive Burr Ridge, IL 60527 Phone: 630.734.5164 Fax: 630.734.5056 brande.overbey(a)railslibraries.info<mailto:brande.overbey@railslibraries.info> http://support.swanlibraries.net

10 years, 5 months

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WorkFlows and Technical Services Updates

by Karen Bar

SWAN Member Libraries & Technical Services Staff: Please see attached document regarding WorkFlows searching, ONORDER topics, global item edits, batch deletions and cataloging wizard customization. Please contact SWAN Bibliographic Services team with any questions. Thank you! 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

10 years, 5 months

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Enterprise Back Online for All Libraries

by Aaron Skog

SWAN Library Staff: The Enterprise catalog for all library profiles is now functioning for detailed search displays. The holds for patrons is enabled. SWAN has support staff scheduled until 10pm tonight, so please call 630-734-5153 or got to support.swanlibraries.net to review how to open a support ticket. 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

10 years, 5 months

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Circulation statistics for April

by Kate Boyle

+++ Please Route to Appropriate Personnel +++ We are going to have two sets of Circulation Statistical reports for you this month. April 1st- April 10th-- will be Millennium statistics and available as they have been in the past. The web reports are available on the SWAN website under the Statistics tab. The other statistics can be found on the report server as usual (http://10.120.131.130/iii/webrpt/secure/Review.html ). These reports will be ready tomorrow morning. April 11th - April 30th --- will be available on the SWAN website under the Statistic tab. We will be running the statistics tomorrow and have them up on the website Monday afternoon. We have the typical Circulation reports: checkins, checkouts, renewals, ILL (Direct Loans), and RB statistics, and new user registration. Please note: We will not be supplying hold statistics this month as we feel they would be inflated due to the holds problem earlier in the month. We will have this report for you next month. If you should have any questions regarding the statistics, please call Member Services at 630-734-5153 or send an email to help(a)swanlibraries.net<mailto:help@swanlibraries.net> to open a ticket. Thank you for your patience during our migration. 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

10 years, 5 months

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SWAN Phone Outage

by Steven Schlewitt

SWAN Member Library Staff: We are currently experiencing issues with inbound calls and calls dropping at our Burr Ridge office. Our provider is aware of the issue and working to resolve it. We'll send an update as soon as more information is available. In the meantime, please submit any inquiries to our ticket system by emailing help(a)swanlibraries.net<mailto:help@swanlibraries.net>. Thank you, 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

10 years, 5 months

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SWAN-wide Enterprise Catalog Problems Thurs 4/30, Holds Disabled Temporarily

by Aaron Skog

SWAN Library Staff: The Enterprise catalog last night around 7pm began to display incorrectly the owning libraries as UKNOWN and the status of the items UNKNOWN. This was the problem we encountered on Sunday. SWAN staff took corrective action last night. I have been in contact with SirsiDynix support this morning. We are still working on the problem. *Important note: We have temporarily disabled holds within Enterprise.* With searches not returning the correct library or the correct status, the holds process in Enterprise is not working correctly. Symphony holds placed by library staff will be fine. There is no need to open any support tickets about the Enterprise problems until we notify you later. Again, on behalf of SWAN I apologize for the inconveniences all of you have experienced over the past two weeks. We will continue to work and round the clock to ensure a stable system for you all. 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

10 years, 5 months

1
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Migration Update: New Re-Index Plan for Symphony

by Aaron Skog

To All SWAN Library Staff: We have some updates for you all this evening. The good news is that the SWAN staff with help from SirsiDynix engineers have come up with a plan to re-index the Symphony item database of 8.2 million records tonight which should be completed for all libraries by tomorrow morning, Wednesday 4/29. This does require a Symphony server halt for around 15 minutes tonight, planned for 10pm. Enterprise will running the entire time. This completely new re-index should resolve the following Symphony WorkFlows problems: * Records that staff added this past week may not be fully searchable, and when doing a browse search, you may see the message "Heading keys need to be indexed first." * Tech services staff cannot search the database for duplicates before adding items. They have been either sitting on items and potentially increasing their backlog from the migration, or adding items blind and potentially creating duplicate records that will require more cleanup. * Tech services staff cannot find records that need updating * Public services staff cannot find material on the shelves or place holds * Selectors cannot search for materials they are evaluating Read on for the details. On Monday, SWAN staff concluded that the indexing plan outlined originally by SirsiDynix was not working fast enough. We were processing around 20,000 records per night. With new records being added into the system, and with the backlog of 200,000 records due to mass data changes, we huddled up with SirsiDynix to come up with a new plan. So my apologies for not having a good answer for you on Monday or most of the day Tuesday. We simply didn't have a new plan in place yet. SirsiDynix staff are going to work the entire night to fix this problem you have been struggling with for the last week. The work tonight will also benefit SWAN in the future, as it involves some redesign of our database to ensure full re-indexing of Symphony will run much faster. We will have SWAN staff in early around 7am Wednesday to verify the new indexes are working correctly. Another SWANcom will be sent out in the morning. 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

10 years, 5 months

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April 2015 Monthly Batch Deletions

by Karen Bar

Hi everyone, This is a reminder to run any necessary deletions statistics reports prior to the close of business on April 30th. At this point batch deletions are still set to run on May 1st as scheduled. I will send another SWAN.com if there are any changes to this schedule. I have attached a document regarding batch deletions procedure. It is also posted on the SWAN Support Site under Migration-Cataloging Training. Please contact me if you have any questions. 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

10 years, 5 months

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*Resolved* WorkFlows Slowness and Enterprise Authentication Issues

by Steven Schlewitt

SWAN Member Library Staff: In the last hour, we experienced some unexpected slowness on the Symphony server that we suspect may be related to troubleshooting of our recent record and index issues. This slowness also caused authentication issues with the Enterprise OPAC, which was denying patron logins. These issues have since been resolved and we're currently monitoring the situation with the help of SirsiDynix support. If your staff are still experiencing symptoms relating to this issue, please let us know at help(a)swanlibraries.net<mailto:help@swanlibraries.net> or call SWAN support at 630.734.5153. Thank you, 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

10 years, 5 months

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Circulation reports being run today

by Kate Boyle

+++ Please route to appropriate personnel +++ Everyone - This morning we are running three Circulation Reports for the first time: Expire Holds Report - This expires holds that were not filled before their expiration date and sets the hold status to inactive. Your patrons will receive email notification that these holds have been cancelled. Expire Available Holds Report - This expires holds that have been on the hold shelf for at least seven days and not picked up. This report changes the status of the hold to inactive. Your patrons will receive an email notification that these holds have been cancelled. Clean Holds Shelf Report - The report for your specific library will be automatically sent to your library generic email. The report should be sorted by user name. This report identifies those items that need to be pulled from the hold shelf and processed. Those items that need to be put "in transit" are updated to "in transit" automatically, you can check in the item if you want to generate an "in transit" slip. Those items that cannot fill another hold and are at their home library, are updated to the item's home location and can be re-shelved. Those items that can fill another hold at the same library, are updated to "holds". The next available hold at that library is updated to "available". Check the item in to generate a hold wrapper or hold slip. We will be sending more information as needed after we have analyzed these first reports. We anticipate that these reports will be scheduled to run Monday through Friday. We will be running these three reports as soon as possible today. 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

10 years, 5 months

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Enterprise Catalog *Now Functional, Holds Re-Enabled For Patrons*

by Aaron Skog

SWAN Library Staff: The solution required around 3 hours to complete, ending around 6:30PM. The detailed display within Enterprise now lists the library and status of all items. We are arranging follow up on this situation with SirsiDynix tomorrow. 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

10 years, 5 months

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SWANcom