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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
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Everyone-
Attached is an update memo on Holds. Please share with your circulation staff and the staff at your library placing holds.
If anyone should have any questions, please call Member Services at 630-734-5153 or email us at help(a)swanlibraries.net<mailto:help@swanlibraries.net>
Have a wonderful holiday weekend.
Kate Boyle
SWAN Member Services Manager
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5162
Fax: 630.734.5056
kate.boyle(a)railslibraries.info<mailto:kate.boyle@railslibraries.info>
http://support.swanlibraries.net
Please route to appropriate staff
The Blanket Hold Wizard in Circulation is not working correctly. A bug has been identified and it is anticipated to be fixed in the next release.
Please refrain from using this wizard. If you have placed holds using the Blanket Hold wizard in the last few weeks, please check the holds on the user record. You may need to cancel these holds and replace them using the "Place Hold" wizard. As a reminder, multiple Title level holds can be placed on the same bib record when using the "Place Hold" wizard and the appropriate override.
Let me know if you have questions,
Renee
Renee Clanton
SWAN Member Services Consultant
125 Tower Drive
Burr Ridge, IL 60527
Phone: 630.734.5169
Fax: 630.734.5056
renee.clanton(a)railslibraries.info<mailto:renee.clanton@railslibraries.info>
http://support.swanlibraries.net
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
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
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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
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
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
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
