SWANcom

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2970 discussions

by Kate Boyle

+++ Please route to appropriate personnel +++ Everyone - We wanted to let all the Circulation staff know that we are not planning on running the "List onshelf items with holds" report until Wednesday morning. We felt that this will let all of you catch up with the materials sent to you after we cleared all the hold shelves this past Friday. On Wednesday morning all libraries should be able to run the "On Shelf Items" wizard. On Friday 4/24, we will run the "Clean the Hold Shelf" report for the first time. The "Clean the Hold Shelf" reports will be sent to the generic email addresses that we have on record for your library. After Friday they will be run daily for your use. This afternoon we worked more on the reports and tweaked the settings for the email hold pickup notice. We feel confident that the report, next time it runs, will increment correctly. Patrons going forward will only receive one email notification for their items ready for pickup on the hold shelf. Thank you to everyone that has sent in a ticket regarding the new software. We appreciate your patience as we work through the tickets we have received. Since Go Love (Tuesday, April 14th ), we have received 644 tickets, of those 504 have been completed/closed. Those of you that like math already know that means 78% of tickets have been closed successfully. Those of you with tickets still open - we continue to work towards completing yours soon. Thank you for your patience. 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, 2 months

Update hold pickup notices --- good news email notices are okay

by Kate Boyle

Everyone - Update on hold pickup notices. Good news, the email notices are correct. Patrons are being advised of the correct number of items ready for pickup. Only the hold pickup notices sent via text message are wrong. Hopefully, not too many of our patrons have registered for text messaging yet. We were alerted to the problem by libraries where the staff had registered for text. After investigating the notice settings, we are now testing text notification with our staff here at SWAN to make certain the notices are now correctly. Once we are assured the text notices are running correctly, we will schedule them to be run three times a day: 9 AM, Noon, 3 PM. This is the same time settings for the email hold pickup notices also. If you should have any questions, please contact me. Thank you for your patience. Sorry for the misinformation in the previous email. 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, 2 months

Hold pickup notices via Email and SMS text

by Kate Boyle

Everyone- We have just completed running two reports for hold pickup notices (SMS text and email). Unfortunately, it appears that it pulled all the data from last week, instead of just the items currently on your hold shelf. What does this mean, it means your patrons are receiving hold pickup notices for items that may or may not actually still be on your hold shelf. Please extend our apology to your patrons. Hopefully, patrons will call to check on the items they have on the hold shelf before they come to the library. To the staff that have to deal with these disappointed patrons - we are very sorry. Before these two reports are run again we will verify that they will run correctly in the future. Once again our sincere apologies. 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, 2 months

Resolved Locked Bibliographic Records

by Renee Clanton

The issue with the Bibliographic records being locked for a text update has been resolved. Please continue to let us know if you encounter any problems. We appreciate your patience and understanding. 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, 2 months

Error message in WorkFlows

by Renee Clanton

It has been reported that some of you are seeing a message in WorkFLows: "The bibliographic record is locked for text update." We are working to resolve this issue as quickly as possible. Sorry for the inconvenience. 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, 2 months

Go Live Week Roundup

by Rebecca Malinowski

Thank you to all library staff for your cooperation this week. From Tuesday to Friday, library staff submitted 478 tickets. 78% of those tickets have since been resolved, and a number are pending additional testing. Please continue to use the ticket system to report data and configuration issues. SWAN staff will continue to monitor tickets throughout the weekend. Phone coverage also continues, as outlined in Migration Memo 17: Support and Communication: Saturday 9-5 and Sunday 11-5. * Holds: Holds processing has gone well today. SirsiDynix has monitored the system, and it appears everything is in order. Please continue to follow prompts from Workflows. Holds are enabled in Workflows and Enterprise. * Pull List: The pull list will be processed on Tuesday. On Monday, we anticipate that libraries will experience a higher volume delivery than usual. * Notices: Overdue and Courtesy Notices are now scheduled and running. We will schedule and begin running Hold Pickup notices early next week. * SIP connections are up and running. Please report any authentication issues you might encounter. * Data Issues Updates - The updates below are not comprehensive. There are additional issues that SWAN is tracking, and will report on soon. Have a wonderful weekend! ___ Patron Address Changes: We learned yesterday that during our patron data cleanup, a number of patrons who reside in cities that share zip codes with neighboring cities had their addresses incorrectly updated to their neighboring city. We have received a file contain a list of users potentially affected, which we will review today before SirsiDynix updates the user records to reflect the correct city. This file requires some manual cleanup before it can be loaded. RESOLVED: User records have been updated with corrected cities. Please note, there is no way to be 100% precise, and some manual cleanup at the library level may be needed, but this should resolve the issue for most users. ___ Items with autogenerated barcodes: A number of items were loaded into Workflows with autogenerated barcodes. This produces an "Item Not Found" in catalog error when scanning barcodes during check in and check outs. The cause of this problem originated within Millennium when the item was created. In some item records, barcodes were entered by library staff as a MARC field, which could not be included in the data export. As a result, the corresponding item records were loaded with autogenerated barcodes. RESOLVED: Items incorrectly assigned an autogenerated barcode have been reassigned their proper barcode. Resolving this issue also corrected some problems with users missing checkouts or holds on their accounts. There are about 70 additional auto-generated barcodes we have identified and will correct. ___ Items with missing call number pre- or post-stamps: The cause of this problem has been identified, and a list of affected items has been developed. SWAN has supplied SirsiDynix with a list of corrections to make. These errors are due to a number of issues, including call numbers entered as non-MARC, nonstandard call number formats, and data entry problems from Millennium. RESOLVED ___ Patron names displaying in wrong order: Users entered into Millennium without punctuation separating Lastname Firstname are not displaying properly in Workflows. RESOLVED: Please note, there is no way to be 100% precise, and some manual cleanup at the library level may be needed, but this should resolve the issue for most users. ____ Item Types Unknown: These items have been identified and will be remapped to their proper item types. IN PROGRESS: Most of these have been resolved. SirsiDynix is finishing cleanup of these items. ___ Patrons with incorrect barcodes: A small number of users had their barcodes changed last week between April 6 and 10th. They were loaded with their previous barcode. They should now be updated to reflect the more current barcode. RESOLVED _____ Item Status: Items with current locations like Missing, Display, and Repair should be checked out to a corresponding system use user. RESOLVED _____ Serials call number: Dewey numbers were being pulled from bib record where a call number was not present. These call numbers have been replaced with the word PERIODICAL. Sam will send further instructions on serials call numbers moving forward. RESOLVED _____ Uncatalogued Titles: A number of bib records displayed UNCATALOGUED TITLE instead of the actual title. This was due to an anomaly during the data load, and has been corrected. If you continue to see this error, please report it. RESOLVED. 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, 2 months

Resume Placing Holds in WF, Enterprise Holds Enabled at 12

by Rebecca Malinowski

As mentioned in our previous SWANcom, holds are behaving as expected. Please continue to follow prompts in Workflows exactly as stated when checking in items. You may resume placing holds in Workflows if you haven't already. At noon today we will be re-enabling the placing of holds in Enterprise. While holds in Enterprise will be active starting at 12, it may take time to remove the notice text. Thank you again for your reports. Please continue to send questions and data issues to 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, 2 months

SIP2 Services to be restored at 11am (today)

by Steven Schlewitt

SWAN Member Libraries & Information Technology Staff: We will be restoring SIP2 services to the Symphony server at 11am this morning. At that time, connectivity for your local SIP2 hardware, integrated vendor services, and databases will resume. Please email us at help(a)swanlibraries.net<mailto:help@swanlibraries.net> should you encounter any connectivity issues with any of these services at your library. 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, 2 months

Changes Coming: Restart at 11

by Rebecca Malinowski

Starting at 11 AM, library staff will be able to use the y operator to override a block when a user attempts to check out an item from the regular shelves that has holds for other users on it. Library staff will still not be able to override anything related to available (on the hold shelf) holds. In order to make these changes, we need to briefly halt the system at 11 AM. You will all be disconnected from Workflows, but will be able to sign back in within 3 minutes. So far all reports of abnormal behavior we've seen have been expected, and SirsiDynix thinks the resolution is working as planned. Please continue to follow all prompts for routing and holds when checking in items. Thank you again for your cooperation. 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, 2 months

Holds Fix Reminder and Data Issues Updates

by Rebecca Malinowski

Good morning library staff, As you come into the libraries this morning, please remember to first check in your hold shelf items, following all prompts from Workflows exactly, and then check in your incoming delivery items, also following all prompts from Workflows exactly. It is necessary to follow any instructions from the software in order to complete the reset process started by SirsiDynix last night. Please refer to https://support.swanlibraries.net/content/migration-hold-fix-instructions-f… for additional information including detailed instructions and an FAQ. SirsiDynix and SWAN will monitor the holds situation throughout the day and SWAN will send updates as they become available. Please continue to report data issues to help(a)swanlibraries.net<mailto:help@swanlibraries.net>. Be sure to include patron and item barcodes for issues with checkouts, holds, and other circulation functions, and control numbers or barcodes for catalog issues. We cannot troubleshoot the issues you observe without this information. Data Issues Updates: The updates below reflect current progress on a number of issues impacting all or most libraries. We are also tracking a number of other isssues including date numbers for weekly and daily periodicals, replacing unwanted Dewey call numbers with PERIODICAL and investigating On Order items. Holds: We are in the middle of a process to resolve hold issues. All items on hold shelves should be checked in this morning, followed by all delivery items. Please refer to https://support.swanlibraries.net/content/migration-hold-fix-instructions-f… for details on the processes you should be following this morning. We will continue to monitor the situation and send updates as they are available. ___ Patron Address Changes: We learned yesterday that during our patron data cleanup, a number of patrons who reside in cities that share zip codes with neighboring cities had their addresses incorrectly updated to their neighboring city. We have received a file contain a list of users potentially affected, which we will review today before SirsiDynix updates the user records to reflect the correct city. This file requires some manual cleanup before it can be loaded. IN PROGRESS: Manual cleanup complete, file transferred to SirsiDynix to update affected patron records in Workflows. Please note, there is no way to be 100% precise, and some manual cleanup at the library level may be needed, but this should resolve the issue for most users. ___ Items with autogenerated barcodes: A number of items were loaded into Workflows with autogenerated barcodes. This produces an "Item Not Found" in catalog error when scanning barcodes during check in and check outs. The cause of this problem originated within Millennium when the item was created. In some item records, barcodes were entered by library staff as a MARC field, which could not be included in the data export. As a result, the corresponding item records were loaded with autogenerated barcodes. RESOLVED: Items incorrectly assigned an autogenerated barcode have been reassigned their proper barcode. Some items including acq titles and legacy ebook records will have autogenerated barcodes. This is expected. Resolving this issue also corrected some problems with users missing checkouts or holds on their accounts. ___ Items with missing call number pre- or post-stamps: The cause of this problem has been identified, and a list of affected items has been developed. SWAN has supplied SirsiDynix with a list of corrections to make. These errors are due to a number of issues, including call numbers entered as non-MARC, nonstandard call number formats, and data entry problems from Millennium. IN PROGRESS ___ Patron names displaying in wrong order: Users entered into Millennium without punctuation separating Lastname Firstname are not displaying properly in Workflows. With Middle Initials: RESOLVED No Middle Initials: IN PROGRESS: A file has been created with over 4000 effected patrons that will be corrected. Please note, there is no way to be 100% precise, and some manual cleanup at the library level may be needed, but this should resolve the issue for most users. ____ Item Types Unknown: These items have been identified and will be remapped to their proper item types. IN PROGRESS: Most of these have been resolved. SirsiDynix is finishing cleanup of these items. ___ Patrons with incorrect barcodes: A small number of users had their barcodes changed last week between April 6 and 10th. They were loaded with their previous barcode. They should now be updated to reflect the more current barcode. RESOLVED _____ Item Status: Items with current locations like Missing, Display, and Repair should be checked out to a corresponding system use user. RESOLVED

10 years, 2 months

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SWANcom