[SWANcom] Holds Fix Reminder and Data Issues Updates

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@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