1. PALNI Group Circulation: Best Practices and Reconciliation
Discovery to Delivery VII
April 7, 2017

2. Mix of small to medium sized academic institutions
Mix of small to medium sized academic institutions. There was also a mix of circulation staff and ILL staff. We tried to have a good mix as we tackeled the endeavor.

3. PALNI + WorldShare = PALShare
Formed PALShare Admin Team
Met frequently
Tested numerous scenarios
Created policies
PALNI directors were committed to moving forward with group circulation. Representation from circulation and Ill functions.from a number of library sizes.
Because group circ was activated with migration, we were able to test various scenarios. We also met with other groups to see what policies or procedures they were using
Procedures for handling group hold requests - testing, development requests, bugs, procedures

4. Best Practices - Lending
Pulling Materials
Processing Outgoing Materials
Lending Returns
Check at least once a day / Unable to fill + only one left/ poor condition / Owning library patron want book too/ Multi Volume Set
Routing Slips/ PALShare Labels / Do not put patron name on the label / Prepare books for INfoExpress
Check in item as soon as it returns/ Damaged Materials should be reported right away.

5. Lables

6. Best Practices - Borrow
Arriving Requests
Borrowing Returns
Miscellaneous
Check in/ patron name on label +mark out when returning / Place book on the hold shelf or designated location/ Check Clear Holds and return expired requests/ When patron arrives check out book using lender barcode/ desenitize book
Check item in using lender barcode/ Mark out name of label/ sensitize book/ prepare for INfoExpress
Check shelves for overdue materials/ Run in Transit reports periodically + check shelves/ Check open holds periodically - no item lost in black hole.

7. Reconciliation Goals Things to Keep in Mind Process
Keep billing relationship between patron lib and home lib/ Streamline process for funds changing hands between PALNI libs/ Provide a consistent policy for long overdue and lost items.
Shared Circ policy not ILL/ Evolving practice + can be changed by PALSare admin team with consultation from Fulfill group/ Annual reconciliation July - June/ Individual libs can opt to charge their patrons/ No credits for materials returned after reconciliation + still need to return to lender
May Long overdues are analysed/ remove any item avail./ Patron lib contact lender with overdue items and returns/ June - Mater Spreadsheeti prepared. Have all libs check their shelves. Lost item is $75.00 lender receives $75.00./ After bills are settled, libs proceed with cleanup - delete overdue/lost items. Lenders decide whether or not to replace/ Home libraries decide whether to charge patron.

8. Future of PALShare
What’s next?
OneButton

9. Contact Information
Barb Chen
University of Saint Francis
Any questions?