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Auto-Renewals and 3.5.2.1 WorkFlows Upgrade

by Samantha Dietel

+++Please route to appropriate staff+++ Everyone - SWAN recently implemented auto-renewals, and we upgraded WorkFlows to 3.5.2.1. With that upgrade came some changes to Circulation Rules that are separate from the auto-renewal reports. Even if your library opted out of auto-renewals, these changes will affect you. For those that opted in, the auto-renewal report will renew any item eligible for renewal two days before its due date. With the 3.5.2.1 WorkFlows upgrade, "unseen" renewals are allowed three days before due date. New facts about renewals since the upgrade to 3.5.2.1 * Items now renew from the due date - not the date of the renewal * Patrons can only attempt to renew an item online (through the Enterprise catalog) beginning 3 days before the due date * Staff can renew an item in WorkFlows as "seen" anytime * Staff can only renew an item in Workflows as "unseen" within 3 days of its due date For a more thorough explanation, please review the attached documentation. Have a great weekend! Samantha Dietel Consultant, Member Services samantha(a)swanlibraries.net<mailto:samantha@swanlibraries.net> * (630) 326-8647 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> * catalog.swanlibraries.net<https://catalog.swanlibraries.net/>

9 years, 2 months

Auto- renewals

by Kate Boyle

+++ Please route to appropriate personnel +++ Auto-renewals notices will be run beginning tomorrow morning, June 14th. It was necessary for SWAN to wait until the upgrade was complete to implement changes to 400 lines of the Circulation Map. Those changes will take effect after tonight's Halt and Run. Then we can begin to run the auto renewal notices. After the auto-renewal notices are run, then the courtesy notices will run. Remember auto renewal notices only go out via e-mail. If patrons do not have an email address in their record, they can view their account online in the catalog to see if the due dates of materials have been extended. And remember, if something is not eligible to renew, it will not auto-renew. We had investigated allowing patrons to update their email address in the "My Account" area in the Enterprise catalog, but have decided against it. The interface is far too confusing, leaving most people thinking they can edit all of the fields instead of just their email address. If there are improvements to the interface in the future, we will consider allowing editing then. I know a number of you have asked which libraries have opted out of auto renewals. They are: Blue Island PL, Beecher PL, Eisenhower PLD, Franklin Park PL, Harvey PL, Indian Prairie PLD, and Schiller Park PL. Thank you for your patience in waiting for this feature to be implemented. Have a good week. Kate Boyle Member Services Manager kate(a)swanlibraries.net<mailto:kate@swanlibraries.net> * (630)326-8617 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> * catalog.swanlibraries.net<https://catalog.swanlibraries.net/>

9 years, 2 months

*Concluded Successfully* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!)

by Steven Schlewitt

SWAN Member Library Staff: The upgrade to Symphony 3.5.2.1 and associated maintenance reports have concluded successfully! Feel free to login to WorkFlows at any time. Remember to upgrade your WorkFlows client and submit a FormSite survey from the links below prior to Friday, July 14th. https://support.swanlibraries.net/content/software-downloads Should you encounter any issues with the new version, please email help(a)swanlibraries.net<mailto:help@swanlibraries.net> or call 844-SWANLIB (844-792-6542). Thanks again for your patience, Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: Steven Schlewitt Sent: Tuesday, June 13, 2017 6:25 AM To: 'swancom(a)list.swanlibraries.net' <swancom(a)list.swanlibraries.net>; 'swantech(a)list.swanlibraries.net' <swantech(a)list.swanlibraries.net>; 'swancirc(a)list.swanlibraries.net' <swancirc(a)list.swanlibraries.net> Subject: *Quick Update* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!) The upgrade has concluded, but we’re waiting on several maintenance reports to conclude before reopening access to the server. We hope for these reports to wrap up shortly, and then we’ll send an additional SWANcom. Thanks for your continued patience, Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: Steven Schlewitt Sent: Monday, June 12, 2017 9:45 PM To: 'swancom(a)list.swanlibraries.net' <swancom(a)list.swanlibraries.net<mailto:swancom@list.swanlibraries.net>>; 'swantech(a)list.swanlibraries.net' <swantech(a)list.swanlibraries.net<mailto:swantech@list.swanlibraries.net>>; 'swancirc(a)list.swanlibraries.net' <swancirc(a)list.swanlibraries.net<mailto:swancirc@list.swanlibraries.net>> Subject: *Final Reminder* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!) SWAN Member Library Staff: Our upgrade to Symphony WorkFlows 3.5.2.1 is about to begin! We’ll send additional SWANcoms early tomorrow morning with our progress. Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: Steven Schlewitt Sent: Monday, June 12, 2017 10:13 AM To: swancom(a)list.swanlibraries.net<mailto:swancom@list.swanlibraries.net>; swantech(a)list.swanlibraries.net<mailto:swantech@list.swanlibraries.net>; swancirc(a)list.swanlibraries.net<mailto:swancirc@list.swanlibraries.net> Subject: *Reminder* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!) Importance: High SWAN Member Library Staff: Just a reminder – this evening, we’ll be upgrading to the newest Symphony server and WorkFlows version, 3.5.2.1. For more specifics on the upgrade, please see the original SWAN Support Site posting included in the email below. To reiterate a few key points… Scheduled Downtime & Affected Services This upgrade will begin at 10pm tonight, and could run until 6 or 7am tomorrow morning. The upgrade will require overnight downtime, and that downtime will affect the following services… * Symphony Server functions * WorkFlows * SIP2-connected hardware (AMH, self-check) * SIP2-connected vendor services (Overdrive, Axis360, etc) * Symphony Web Services functions * Enterprise My Account functions (including payments) * Enterprise material availability * BookMyne * MobileCirc Initial Prompts Tomorrow morning Following the upgrade, upon initial login to WorkFlows, you will likely be prompted with the following pop-ups… [cid:image001.jpg@01D2E416.B83FD450] Or [cid:image002.png@01D2E416.B83FD450] Please do not click “Yes” for the automatic update. You’ll need to install the latest SWAN WorkFlows version available at the SWAN support site at the link below (the new installer and documentation will become available later this evening). The SWAN MSI package provided will uninstall your previous version and install the latest with additional SWAN features included. https://support.swanlibraries.net/content/software-downloads (L2 login required) There’s no obligation to update your WorkFlows client immediately – your current version of WorkFlows 3.5.1.1 will continue to work as expected; however, you will need to install the new SWAN WorkFlows 3.5.2.1 package within the next month and submit a Formsite survey for your library to complete the upgrade process. The deadline for the WorkFlows client update and FormSite survey is July 14th. Should you encounter any issues during the installation process or following this evening’s server upgrade, please email help(a)swanlibraries.net<mailto:help@swanlibraries.net> or call 844-SWANLIB (844-792-6542) Thank you, Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: swancom-bounces(a)list.swanlibraries.net<mailto:swancom-bounces@list.swanlibraries.net> [mailto:swancom-bounces@list.swanlibraries.net] On Behalf Of webmaster(a)swanlibraries.net<mailto:webmaster@swanlibraries.net> Sent: Thursday, May 25, 2017 12:33 PM To: swancom(a)list.swanlibraries.net<mailto:swancom@list.swanlibraries.net> Subject: [SWANcom] *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 Message from sender: From the SWAN Support Website: Published on SWAN (https://support.swanlibraries.net) ________________________________ *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 05/25/2017 - 12:33 - by Steven Schlewitt SWANTech<https://support.swanlibraries.net/taxonomy/term/78> SWAN Member Library Staff: Overnight from Monday 6/12 at 10:00pm to Tuesday 6/13 at 6:00am, SirsiDynix will be upgrading SWAN’s Symphony ILS and WorkFlows from version 3.5.1.1 to 3.5.2.1. This upgrade will require intermittent downtime throughout the overnight hours, and the Enterprise OPAC My Account functions will also be inaccessible during that time. A banner will be posted to the Enterprise homepage to notify patrons. Similar to past ILS upgrades, a new WorkFlows client will be required to take advantage of the new features and bug fixes; however, this client update is not required until AFTER the server upgrade has been completed on Tuesday, 6/13. Following the server upgrade and go-live on 6/13, your current 3.5.1.1 WorkFlows client will continue to function as expected - you simply will not have access to the new features and bug fixes. That being the case, there is no rush to complete the installation immediately afterward. SWAN will not be requiring client updates until after we’re live on 3.5.2.1 on 6/13, and libraries will have up to one month to complete the update and submit a FormSite completion survey, which will be provided with the download link and documentation. Important Notes: If prompted, please do not click the “Update now” option from the WorkFlows client after go-live. - SWAN utilizes a customized setup MSI that incorporates additional features and functions. This setup MSI will also uninstall previous versions of WorkFlows automatically. One day prior to go-live, SWAN will release the new documentation and MSI via the support site at https://support.swanlibraries.net/content/software-downloads. We request that you install this client after we’re live on 3.5.2.1 on 6/13, but no later than 7/14. - Early installation of the 3.5.2.1 MSI will not cause issues, although users will be prompted to downgrade their WorkFlows version when attempting to access our Production server (which is not necessary – this prompt can be ignored and they can still access the Production server). - If you do happen to click the "Update now" button, you may need to uninstall/reinstall your WorkFlows client later on for access to specific SWAN features. A few advantages to the new Symphony 3.5.2.1 version include the following: - Necessary report function for Auto Renewals - Expanded Signature Pad hardware support - Database Rebuilds have been optimized to run significantly faster - WorkFlows client runs on an updated Java JRE, improving security and reliability of the application If you have any questions about the upgrade or encounter issues, please contact SWAN Support at 844-SWAN-LIB (792-6542), or submit a ticket via email through help(a)swanlibraries.net<mailto:help@swanlibraries.net>. An additional SWANcom with a link to the 3.5.2.1 client and installation documentation will be sent on 6/12. ________________________________ Source URL: https://support.swanlibraries.net/news/2017-05-25/important-upcoming-ils-up…

9 years, 2 months

*Quick Update* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!)

by Steven Schlewitt

The upgrade has concluded, but we’re waiting on several maintenance reports to conclude before reopening access to the server. We hope for these reports to wrap up shortly, and then we’ll send an additional SWANcom. Thanks for your continued patience, Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: Steven Schlewitt Sent: Monday, June 12, 2017 9:45 PM To: 'swancom(a)list.swanlibraries.net' <swancom(a)list.swanlibraries.net>; 'swantech(a)list.swanlibraries.net' <swantech(a)list.swanlibraries.net>; 'swancirc(a)list.swanlibraries.net' <swancirc(a)list.swanlibraries.net> Subject: *Final Reminder* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!) SWAN Member Library Staff: Our upgrade to Symphony WorkFlows 3.5.2.1 is about to begin! We’ll send additional SWANcoms early tomorrow morning with our progress. Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: Steven Schlewitt Sent: Monday, June 12, 2017 10:13 AM To: swancom(a)list.swanlibraries.net<mailto:swancom@list.swanlibraries.net>; swantech(a)list.swanlibraries.net<mailto:swantech@list.swanlibraries.net>; swancirc(a)list.swanlibraries.net<mailto:swancirc@list.swanlibraries.net> Subject: *Reminder* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!) Importance: High SWAN Member Library Staff: Just a reminder – this evening, we’ll be upgrading to the newest Symphony server and WorkFlows version, 3.5.2.1. For more specifics on the upgrade, please see the original SWAN Support Site posting included in the email below. To reiterate a few key points… Scheduled Downtime & Affected Services This upgrade will begin at 10pm tonight, and could run until 6 or 7am tomorrow morning. The upgrade will require overnight downtime, and that downtime will affect the following services… * Symphony Server functions * WorkFlows * SIP2-connected hardware (AMH, self-check) * SIP2-connected vendor services (Overdrive, Axis360, etc) * Symphony Web Services functions * Enterprise My Account functions (including payments) * Enterprise material availability * BookMyne * MobileCirc Initial Prompts Tomorrow morning Following the upgrade, upon initial login to WorkFlows, you will likely be prompted with the following pop-ups… [cid:image001.jpg@01D2E40D.B9BB66E0] Or [cid:image002.png@01D2E40D.B9BB66E0] Please do not click “Yes” for the automatic update. You’ll need to install the latest SWAN WorkFlows version available at the SWAN support site at the link below (the new installer and documentation will become available later this evening). The SWAN MSI package provided will uninstall your previous version and install the latest with additional SWAN features included. https://support.swanlibraries.net/content/software-downloads (L2 login required) There’s no obligation to update your WorkFlows client immediately – your current version of WorkFlows 3.5.1.1 will continue to work as expected; however, you will need to install the new SWAN WorkFlows 3.5.2.1 package within the next month and submit a Formsite survey for your library to complete the upgrade process. The deadline for the WorkFlows client update and FormSite survey is July 14th. Should you encounter any issues during the installation process or following this evening’s server upgrade, please email help(a)swanlibraries.net<mailto:help@swanlibraries.net> or call 844-SWANLIB (844-792-6542) Thank you, Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: swancom-bounces(a)list.swanlibraries.net<mailto:swancom-bounces@list.swanlibraries.net> [mailto:swancom-bounces@list.swanlibraries.net] On Behalf Of webmaster(a)swanlibraries.net<mailto:webmaster@swanlibraries.net> Sent: Thursday, May 25, 2017 12:33 PM To: swancom(a)list.swanlibraries.net<mailto:swancom@list.swanlibraries.net> Subject: [SWANcom] *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 Message from sender: From the SWAN Support Website: Published on SWAN (https://support.swanlibraries.net) ________________________________ *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 05/25/2017 - 12:33 - by Steven Schlewitt SWANTech<https://support.swanlibraries.net/taxonomy/term/78> SWAN Member Library Staff: Overnight from Monday 6/12 at 10:00pm to Tuesday 6/13 at 6:00am, SirsiDynix will be upgrading SWAN’s Symphony ILS and WorkFlows from version 3.5.1.1 to 3.5.2.1. This upgrade will require intermittent downtime throughout the overnight hours, and the Enterprise OPAC My Account functions will also be inaccessible during that time. A banner will be posted to the Enterprise homepage to notify patrons. Similar to past ILS upgrades, a new WorkFlows client will be required to take advantage of the new features and bug fixes; however, this client update is not required until AFTER the server upgrade has been completed on Tuesday, 6/13. Following the server upgrade and go-live on 6/13, your current 3.5.1.1 WorkFlows client will continue to function as expected - you simply will not have access to the new features and bug fixes. That being the case, there is no rush to complete the installation immediately afterward. SWAN will not be requiring client updates until after we’re live on 3.5.2.1 on 6/13, and libraries will have up to one month to complete the update and submit a FormSite completion survey, which will be provided with the download link and documentation. Important Notes: If prompted, please do not click the “Update now” option from the WorkFlows client after go-live. - SWAN utilizes a customized setup MSI that incorporates additional features and functions. This setup MSI will also uninstall previous versions of WorkFlows automatically. One day prior to go-live, SWAN will release the new documentation and MSI via the support site at https://support.swanlibraries.net/content/software-downloads. We request that you install this client after we’re live on 3.5.2.1 on 6/13, but no later than 7/14. - Early installation of the 3.5.2.1 MSI will not cause issues, although users will be prompted to downgrade their WorkFlows version when attempting to access our Production server (which is not necessary – this prompt can be ignored and they can still access the Production server). - If you do happen to click the "Update now" button, you may need to uninstall/reinstall your WorkFlows client later on for access to specific SWAN features. A few advantages to the new Symphony 3.5.2.1 version include the following: - Necessary report function for Auto Renewals - Expanded Signature Pad hardware support - Database Rebuilds have been optimized to run significantly faster - WorkFlows client runs on an updated Java JRE, improving security and reliability of the application If you have any questions about the upgrade or encounter issues, please contact SWAN Support at 844-SWAN-LIB (792-6542), or submit a ticket via email through help(a)swanlibraries.net<mailto:help@swanlibraries.net>. An additional SWANcom with a link to the 3.5.2.1 client and installation documentation will be sent on 6/12. ________________________________ Source URL: https://support.swanlibraries.net/news/2017-05-25/important-upcoming-ils-up…

9 years, 2 months

*Final Reminder* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!)

by Steven Schlewitt

SWAN Member Library Staff: Our upgrade to Symphony WorkFlows 3.5.2.1 is about to begin! We’ll send additional SWANcoms early tomorrow morning with our progress. Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: Steven Schlewitt Sent: Monday, June 12, 2017 10:13 AM To: swancom(a)list.swanlibraries.net; swantech(a)list.swanlibraries.net; swancirc(a)list.swanlibraries.net Subject: *Reminder* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!) Importance: High SWAN Member Library Staff: Just a reminder – this evening, we’ll be upgrading to the newest Symphony server and WorkFlows version, 3.5.2.1. For more specifics on the upgrade, please see the original SWAN Support Site posting included in the email below. To reiterate a few key points… Scheduled Downtime & Affected Services This upgrade will begin at 10pm tonight, and could run until 6 or 7am tomorrow morning. The upgrade will require overnight downtime, and that downtime will affect the following services… * Symphony Server functions * WorkFlows * SIP2-connected hardware (AMH, self-check) * SIP2-connected vendor services (Overdrive, Axis360, etc) * Symphony Web Services functions * Enterprise My Account functions (including payments) * Enterprise material availability * BookMyne * MobileCirc Initial Prompts Tomorrow morning Following the upgrade, upon initial login to WorkFlows, you will likely be prompted with the following pop-ups… [cid:image001.jpg@01D2E3C1.569E3D90] Or [cid:image002.png@01D2E3C1.569E3D90] Please do not click “Yes” for the automatic update. You’ll need to install the latest SWAN WorkFlows version available at the SWAN support site at the link below (the new installer and documentation will become available later this evening). The SWAN MSI package provided will uninstall your previous version and install the latest with additional SWAN features included. https://support.swanlibraries.net/content/software-downloads (L2 login required) There’s no obligation to update your WorkFlows client immediately – your current version of WorkFlows 3.5.1.1 will continue to work as expected; however, you will need to install the new SWAN WorkFlows 3.5.2.1 package within the next month and submit a Formsite survey for your library to complete the upgrade process. The deadline for the WorkFlows client update and FormSite survey is July 14th. Should you encounter any issues during the installation process or following this evening’s server upgrade, please email help(a)swanlibraries.net<mailto:help@swanlibraries.net> or call 844-SWANLIB (844-792-6542) Thank you, Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: swancom-bounces(a)list.swanlibraries.net<mailto:swancom-bounces@list.swanlibraries.net> [mailto:swancom-bounces@list.swanlibraries.net] On Behalf Of webmaster(a)swanlibraries.net<mailto:webmaster@swanlibraries.net> Sent: Thursday, May 25, 2017 12:33 PM To: swancom(a)list.swanlibraries.net<mailto:swancom@list.swanlibraries.net> Subject: [SWANcom] *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 Message from sender: From the SWAN Support Website: Published on SWAN (https://support.swanlibraries.net) ________________________________ *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 05/25/2017 - 12:33 - by Steven Schlewitt SWANTech<https://support.swanlibraries.net/taxonomy/term/78> SWAN Member Library Staff: Overnight from Monday 6/12 at 10:00pm to Tuesday 6/13 at 6:00am, SirsiDynix will be upgrading SWAN’s Symphony ILS and WorkFlows from version 3.5.1.1 to 3.5.2.1. This upgrade will require intermittent downtime throughout the overnight hours, and the Enterprise OPAC My Account functions will also be inaccessible during that time. A banner will be posted to the Enterprise homepage to notify patrons. Similar to past ILS upgrades, a new WorkFlows client will be required to take advantage of the new features and bug fixes; however, this client update is not required until AFTER the server upgrade has been completed on Tuesday, 6/13. Following the server upgrade and go-live on 6/13, your current 3.5.1.1 WorkFlows client will continue to function as expected - you simply will not have access to the new features and bug fixes. That being the case, there is no rush to complete the installation immediately afterward. SWAN will not be requiring client updates until after we’re live on 3.5.2.1 on 6/13, and libraries will have up to one month to complete the update and submit a FormSite completion survey, which will be provided with the download link and documentation. Important Notes: If prompted, please do not click the “Update now” option from the WorkFlows client after go-live. - SWAN utilizes a customized setup MSI that incorporates additional features and functions. This setup MSI will also uninstall previous versions of WorkFlows automatically. One day prior to go-live, SWAN will release the new documentation and MSI via the support site at https://support.swanlibraries.net/content/software-downloads. We request that you install this client after we’re live on 3.5.2.1 on 6/13, but no later than 7/14. - Early installation of the 3.5.2.1 MSI will not cause issues, although users will be prompted to downgrade their WorkFlows version when attempting to access our Production server (which is not necessary – this prompt can be ignored and they can still access the Production server). - If you do happen to click the "Update now" button, you may need to uninstall/reinstall your WorkFlows client later on for access to specific SWAN features. A few advantages to the new Symphony 3.5.2.1 version include the following: - Necessary report function for Auto Renewals - Expanded Signature Pad hardware support - Database Rebuilds have been optimized to run significantly faster - WorkFlows client runs on an updated Java JRE, improving security and reliability of the application If you have any questions about the upgrade or encounter issues, please contact SWAN Support at 844-SWAN-LIB (792-6542), or submit a ticket via email through help(a)swanlibraries.net<mailto:help@swanlibraries.net>. An additional SWANcom with a link to the 3.5.2.1 client and installation documentation will be sent on 6/12. ________________________________ Source URL: https://support.swanlibraries.net/news/2017-05-25/important-upcoming-ils-up…

9 years, 2 months

*Reminder* Upcoming ILS Upgrade to Symphony 3.5.2.1 6/12 at 10pm (Tonight!)

by Steven Schlewitt

SWAN Member Library Staff: Just a reminder – this evening, we’ll be upgrading to the newest Symphony server and WorkFlows version, 3.5.2.1. For more specifics on the upgrade, please see the original SWAN Support Site posting included in the email below. To reiterate a few key points… Scheduled Downtime & Affected Services This upgrade will begin at 10pm tonight, and could run until 6 or 7am tomorrow morning. The upgrade will require overnight downtime, and that downtime will affect the following services… * Symphony Server functions * WorkFlows * SIP2-connected hardware (AMH, self-check) * SIP2-connected vendor services (Overdrive, Axis360, etc) * Symphony Web Services functions * Enterprise My Account functions (including payments) * Enterprise material availability * BookMyne * MobileCirc Initial Prompts Tomorrow morning Following the upgrade, upon initial login to WorkFlows, you will likely be prompted with the following pop-ups… [cid:image001.jpg@01D2E364.82B01BE0] Or [cid:image003.png@01D2E360.BE188810] Please do not click “Yes” for the automatic update. You’ll need to install the latest SWAN WorkFlows version available at the SWAN support site at the link below (the new installer and documentation will become available later this evening). The SWAN MSI package provided will uninstall your previous version and install the latest with additional SWAN features included. https://support.swanlibraries.net/content/software-downloads (L2 login required) There’s no obligation to update your WorkFlows client immediately – your current version of WorkFlows 3.5.1.1 will continue to work as expected; however, you will need to install the new SWAN WorkFlows 3.5.2.1 package within the next month and submit a Formsite survey for your library to complete the upgrade process. The deadline for the WorkFlows client update and FormSite survey is July 14th. Should you encounter any issues during the installation process or following this evening’s server upgrade, please email help(a)swanlibraries.net<mailto:help@swanlibraries.net> or call 844-SWANLIB (844-792-6542) Thank you, Steven Schlewitt Information Technology Manager steven(a)swanlibraries.net<mailto:steven@swanlibraries.net> • 630-326-5993 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> • catalog.swanlibraries.net<https://catalog.swanlibraries.net/> From: swancom-bounces(a)list.swanlibraries.net [mailto:swancom-bounces@list.swanlibraries.net] On Behalf Of webmaster(a)swanlibraries.net Sent: Thursday, May 25, 2017 12:33 PM To: swancom(a)list.swanlibraries.net Subject: [SWANcom] *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 Message from sender: From the SWAN Support Website: Published on SWAN (https://support.swanlibraries.net) ________________________________ *Important* Upcoming ILS Upgrade to Symphony 3.5.2.1 on 6/13 05/25/2017 - 12:33 - by Steven Schlewitt SWANTech<https://support.swanlibraries.net/taxonomy/term/78> SWAN Member Library Staff: Overnight from Monday 6/12 at 10:00pm to Tuesday 6/13 at 6:00am, SirsiDynix will be upgrading SWAN’s Symphony ILS and WorkFlows from version 3.5.1.1 to 3.5.2.1. This upgrade will require intermittent downtime throughout the overnight hours, and the Enterprise OPAC My Account functions will also be inaccessible during that time. A banner will be posted to the Enterprise homepage to notify patrons. Similar to past ILS upgrades, a new WorkFlows client will be required to take advantage of the new features and bug fixes; however, this client update is not required until AFTER the server upgrade has been completed on Tuesday, 6/13. Following the server upgrade and go-live on 6/13, your current 3.5.1.1 WorkFlows client will continue to function as expected - you simply will not have access to the new features and bug fixes. That being the case, there is no rush to complete the installation immediately afterward. SWAN will not be requiring client updates until after we’re live on 3.5.2.1 on 6/13, and libraries will have up to one month to complete the update and submit a FormSite completion survey, which will be provided with the download link and documentation. Important Notes: If prompted, please do not click the “Update now” option from the WorkFlows client after go-live. - SWAN utilizes a customized setup MSI that incorporates additional features and functions. This setup MSI will also uninstall previous versions of WorkFlows automatically. One day prior to go-live, SWAN will release the new documentation and MSI via the support site at https://support.swanlibraries.net/content/software-downloads. We request that you install this client after we’re live on 3.5.2.1 on 6/13, but no later than 7/14. - Early installation of the 3.5.2.1 MSI will not cause issues, although users will be prompted to downgrade their WorkFlows version when attempting to access our Production server (which is not necessary – this prompt can be ignored and they can still access the Production server). - If you do happen to click the "Update now" button, you may need to uninstall/reinstall your WorkFlows client later on for access to specific SWAN features. A few advantages to the new Symphony 3.5.2.1 version include the following: - Necessary report function for Auto Renewals - Expanded Signature Pad hardware support - Database Rebuilds have been optimized to run significantly faster - WorkFlows client runs on an updated Java JRE, improving security and reliability of the application If you have any questions about the upgrade or encounter issues, please contact SWAN Support at 844-SWAN-LIB (792-6542), or submit a ticket via email through help(a)swanlibraries.net<mailto:help@swanlibraries.net>. An additional SWANcom with a link to the 3.5.2.1 client and installation documentation will be sent on 6/12. ________________________________ Source URL: https://support.swanlibraries.net/news/2017-05-25/important-upcoming-ils-up…

9 years, 2 months

Important Update to High Demand Holds Report

by Samantha Dietel

+++Please route to appropriate personnel+++ While we thoroughly tested the High Demand Holds report, it has come to our attention that anyone wanting to increase the hold ratio may experience odd results. Because of this, we have rewritten the High Demand Holds documentation and reconfigured our High Demand Holds template. If you have already created a copy of the report for your library, please delete your template and create a new one. Please find a new, updated version of the High Demand Holds documentation attached. It includes instructions for how to properly narrow the results to a ratio of holds, how to update your Report Session Settings, and how to sort the results in Excel. The documentation can also be found on the SWAN support site linked here<https://support.swanlibraries.net/system/files/High%20Demand%20Holds%20Docu…>. Thank you to everyone that so eagerly tested this report and sent in comments! If you have any questions, please create a ticket by sending an email to help(a)swanlibraries.net<mailto:help@swanlibraries.net> Have a great weekend. Samantha Dietel Consultant, Member Services samantha(a)swanlibraries.net<mailto:samantha@swanlibraries.net> * (630) 326-8647 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> * catalog.swanlibraries.net<https://catalog.swanlibraries.net/>

9 years, 2 months

DUX 10-Second Survey

by webmaster＠swanlibraries.net

9 years, 2 months

High Demand Holds Report

by Crystal Vela

+++Please route to appropriate personnel +++ Everyone- The wait is over! The long awaited High Demand Holds report is here. In order to run it, you will have to login to WorkFlows with REPORT/REPORT, and copy the High Demand Holds report. Attached is detailed documentation on how to run this report. You can also find a copy of this documentation on the SWAN website under Circulation Symphony WorkFlows under the Reports section, or follow this link<https://support.swanlibraries.net/system/files/Members%20Only/Circulation/H…>. As always, please let us know if you have any questions by submitting a help ticket to help(a)swanlibraries.net<mailto:help@swanlibraries.net> . Crystal Vela Consultant, Member Services crystal(a)swanlibraries.net<mailto:crystal@swanlibraries.net> * (630)326-8059 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> * catalog.swanlibraries.net<https://catalog.swanlibraries.net/>

9 years, 2 months

Library Closing

by Crystal Vela

Due to an unresolved power outage, the Berwyn Public Library will be closed today as well. Crystal Vela Consultant, Member Services crystal(a)swanlibraries.net<mailto:crystal@swanlibraries.net> * (630)326-8059 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 swanlibraries.net<https://www.swanlibraries.net/> * catalog.swanlibraries.net<https://catalog.swanlibraries.net/>

9 years, 2 months

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