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
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
+++ 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
+++ 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
+++ 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
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
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
+++ 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
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