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Migration Memo #15: WorkFlows Production Server Logins

by Steven Schlewitt

SWAN Member Libraries & Information Technology Staff: Please see the linked Migration Memo #15, "WorkFlows Production Server Logins", and route to your appropriate library and IT staff. This memo details the process for obtaining your library's Symphony WorkFlows production server logins, how to use these logins, information about the production server, and how to report observed issues. https://support.swanlibraries.net/news/2015-03-28/swan-migration-memo-15-wo… If you have any questions about your logins or have any difficulty obtaining access, please submit a ticket to the SWAN support team at help(a)swanlibraries.net<mailto:help@swanlibraries.net> or call SWAN Support directly at 630.734.5153. Regards, 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, 1 month

Instructions for Libraries on ProPay Commerce Now Online!

by Aaron Skog

SWAN Library Directors/ Administrators: Many of you have begun to receive emails from ProPay notifying you of the account creation. These emails are going to the contact listed on the ProPay application, so make sure to check with that person to verify they have received the following two emails. 1. Subject: "ProPay Account" (contains your temporary password) 2. Subject: "The information you requested" (contains your account number and a PDF attachment) SWAN has created an introduction to the ProPay account. This document covers the basics for getting access and setting up additional users to the account. The link below is Member's Only (login and password required). https://support.swanlibraries.net/documentation/commerce SWAN will create additional documentation on the use of online payment within your Enterprise profile. For now though, each library should begin to set up your access to ProPay. *Important note*: for whatever reason the bank account you listed on the ProPay application was not entered into your ProPay account. Please make sure to reference a copy of the ProPay application or request this bank account information again as you will need to enter it per the instructions. Due to privacy and security, SWAN did not retain any of the applications or open the sealed envelopes. The library application was sent directly to ProPay. Should you have any questions, please send them to commerce(a)swanlibraries.net<mailto:commerce@swanlibraries.net> 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, 1 month

Symphony Workflows procedure for processing Non-SWAN Interlibrary Loans

by Kate Boyle

+++ Please forward to appropriate personnel +++ Everyone - Attached is a document defining the process for the circulation of Non-SWAN Interlibrary Loan items on SirsiDynix Workflows. No longer will libraries be using dummy item cards- after 15 years you can finally throw them away. This process involves adding a Brief Title to Workflows to circulate the item. After circulation the item is deleted from SWAN by the circulating library. While checked out to your patron the item is shadowed in Enterprise to all other users. The patron will see the title entered in their list of checked out items. By entering the Brief Title to SWAN, you can place a hold on the item, generate a hold notice for the item by checking the item in, and after generating the hold even place the item on your open hold shelf for patron pickup. Please contact SWAN Member Services if you should have any questions. Thank you. 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, 1 month

SWANTech (Repeat Session) March 26th at 10am (Online Webinar Only)

by Steven Schlewitt

SWAN Member Libraries and Information Technology Staff: Just a quick reminder - our SWANTech repeat session is being held tomorrow (Thursday, March 26th) at 10am online. If you were unable to attend our previous session in Burr Ridge, this repeat online session is a great opportunity to catch up on the topics previously covered or resolve any unanswered technical questions you may still have regarding the SirsiDynix migration. If you plan on attending the online meeting, please be sure to register on L2. The link to the GoToTraining session can be found on the L2 event page. http://www.librarylearning.info/events/?eventID=19973 If you're unable to attend, our PowerPoint presentation and associated documentation can be found at the link below. https://support.swanlibraries.net/meeting/2015-03-10 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, 1 month

Migration #3 Bookmark - Shipping Soon

by Brande Overbey

Hello member libraries, Our bookmark #3 in the migration series is now ready and will be shipping out soon! The focus of this bookmark is "To Keep in Mind," and it shares with patrons the news of the offline period from April 11-14, and what this will mean for them. It also notes that any saved web browser link to the catalog may be changing as well, depending upon which page that they've bookmarked. I've attached the high-resolution .tif files to the post below, if you'd like to print out extra copies or use them for other materials. https://support.swanlibraries.net/news/2015-03-25/migration-3-bookmark-ship… Our 4th and final bookmark will not be an actual print version - we will be sharing with you an editable template so that you can create your own, post go-live. This way libraries can customize the final one to highlight any key issues to educate patrons on, specifically relevant to your library. I'll send along this template closer to go-live. 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, 1 month

Reminder: Library Action Required for Memo #12 and #13

by Aaron Skog

SWAN Library Directors/Administrators: This is a reminder that SWAN seeks a response from each library for Migration Memo #12 and #13. Memo #12: SirsiDynix WorkFlows 3.5GA Installer We think many libraries have completed this *mandatory* step but perhaps failed to update the readiness report. Please verify with your IT staff. https://support.swanlibraries.net/news/2015-03-16/swan-migration-memo-12-si… Memo #13 Enterprise checklist: Details and library responses. https://support.swanlibraries.net/news/2015-03-18/swan-migration-memo-13-en… 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, 1 month

Migration Memo #14: WorkFlows Offline & Login Test Day

by Steven Schlewitt

SWAN Member Libraries & Information Technology Staff: Please see the linked Migration Memo #14, "WorkFlows Offline & Login Test Day", and route to your appropriate library and IT staff. This memo details the process for an upcoming WorkFlows & Login Test Day, which is a mandatory test to ensure your library is prepared for the offline days (April 11th-13th) leading to go-live. The test requires library staff members to perform a short series of circulation tasks in Offline Mode, followed by a login to the Production Server to upload data and verify your login is working correctly. Logins to the Production Server will be distributed in a memo to be released later this week. https://support.swanlibraries.net/news/2015-03-24/swan-migration-memo-14-wo… If you have any questions/comments about the Offline Test Day, please submit a ticket to the SWAN support team at migrationhelp(a)swanlibraries.net<mailto:migrationhelp@swanlibraries.net> or call SWAN Support directly at 630.734.5153. Thank you for your participation! 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, 1 month

Migration Newsletter #3 and Quick Start Guide Now Available!

by Brande Overbey

This week, we have gifts for both staff and patrons! https://support.swanlibraries.net/news/2015-03-23/migration-newsletter-3-an… The SWAN Migration newsletter "The Journey Ahead" issue 3 for staff is now available. This will be our final newsletter pre- go live, and so we've tried to include helpful pointers about what to expect, an updated timeline, what will be changing, and all of the "need to know" items for patrons. Also available is a patron Quick Start Guide, created by PR staff at Eisenhower Public Library and adapted for SWAN member library use. I do also have a writeable Publisher version for you to edit as you see fit, if you would like it. Please email me directly if you'd like the writeable version, as I could not attach it to the website post. Our bookmark #3 is scheduled to be delivered this week to Burr Ridge, so I hope to have those packed and out to you by next week. I know that you probably have some extra green bookmarks still left over, so it is totally fine to have both out for patrons. Bookmark #3 alerts patrons to our expected "offline" time of April 11-13, and what this will mean for them. As always, please let me know if you have any questions. Just a few more weeks until the big day! 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, 1 month

[SWANcom} Extended Due Dates update

by Samantha Dietel

Hi all, The extended due dates put into place last week for items receiving a loan period of 21 days are still in effect. In addition, SWAN has edited all 14-day loan rules this morning with the same parameters. * All materials checking out for 21 days or 14 days should receive an absolute due date of 4/20/15. * If items have holds, you may see them receive a due date that exceeds 4/20/15. * Items will be non-renewable. Please check in and check back out your own materials as a temporary workaround. We apologize for any inconvenience and appreciate your ongoing patience throughout this process. Any further loan rule edits made will be announced in a subsequent SWANcom. If you have any questions about this, please let us know. Thank you! Samantha Dietel SWAN Member Services Consultant 125 Tower Drive Burr Ridge, IL 60527 Phone: 630.734.5163 Fax: 630.734.5056 samantha.dietel(a)railslibraries.info<mailto:samantha.dietel@railslibraries.info> http://support.swanlibraries.net

10 years, 1 month

*CONCLUDED* SWAN Symphony Test Server Maintenance This Weekend (Beginning Friday at 8pm)

by Steven Schlewitt

SWAN Library Staff: Maintenance on the SWAN Symphony Test server has concluded for the weekend. You may now login normally using your test logins. Thank you for your patience. Steven Schlewitt SWAN IT Manager Reaching Across Illinois Library System Burr Ridge Office Phone: 630.734.5130 Fax: 630.734.5056 steven.schlewitt(a)railslibraries.info<mailto:steven.schlewitt@railslibraries.info> http://www.railslibraries.info From: swancom-bounces(a)list.swanlibraries.net [mailto:swancom-bounces@list.swanlibraries.net] On Behalf Of Ian Nosek Sent: Friday, March 20, 2015 9:16 AM To: swancom(a)list.swanlibraries.net Subject: [SWANcom] SWAN Symphony Test Server Maintenance This Weekend (Beginning Friday at 8pm) SWAN Library Staff: Please be aware, this weekend we will be performing scheduled maintenance on the SWAN Symphony Test server to resolve several issues and refresh configuration settings. The planned outage will begin this evening at 8pm, and the server may be offline throughout the weekend. During this time, WorkFlows will be unavailable for testing. This outage will not affect any of the Millennium servers you're currently using for normal daily operations. This only affects our SirsiDynix Symphony servers. We'll send additional SWANcoms prior to the maintenance and when the maintenance process concludes. Thank you for your patience. Ian Nosek SWAN System Administrator 125 Tower Drive Burr Ridge, IL 60527 Phone: 630.734.5120 Fax: 630.734.5056 ian.nosek(a)railslibraries.info<mailto:ian.nosek@railslibraries.info> http://support.swanlibraries.net

10 years, 1 month

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