1. PINES Staff Report
December 2018

2. Added Content

3. GALILEO Authentication from PINES

4. Notification Statistics
Average 76,000 notices / day in November

5. New Notification
New “Fine Limit Exceeded” notice implemented December 1
Several hundred new notices per day ed out

6. PINES App Statistics
Android: 8.71K installs
iOS: 3.09K installs

7. New App Feature: Barcode Display
Available in both Android and iOS
Pulls number directly from account and requires password (so more secure than other barcode apps)
If library barcode scanner doesn’t work, staff should type in the number as displayed

8. Evergreen Development Update
Grid Improvements:
Cells with long content will now show full content when hovered over
Improved column picker and sizing options

9. Evergreen Development Update
Patron Information:
Patron Preferred Name
Name Keywords

10. Evergreen Development Update
Patron Information:
Preferred Name will appear on patron summary, in OPAC, and on hold slips
Tags will appear as an icon that will show the tags when you hover your mouse over it

11. Evergreen Development Update
Name keyword tags and preferred names are searchable with the new Name Keywords field
The Name Keywords field will also search First & Last Names

12. Evergreen Development Update
Patron Information:
Patron barcodes in search results will be right-clickable to open in new tabs, so multiple patron accounts can be opened from the same search results

13. Evergreen Development Update
Patron Information:
Test Notification Method – staff and patrons will be able to test patrons’ and text hold preferences from the patron edit screen or the OPAC

14. Evergreen Development Update
Billing Interface Improvements:
Bill Color Coding for Lost Items still on account

15. Evergreen Development Update
Billing Interface Improvements:
Billing Statement Summary Screens

16. Evergreen Development Update
Staff Workflow Improvements:
New “Mark Discard/Weed” function
Allows non-catalogers to place items in a Discard/Weed status to improve weeding workflow
Emergency Closing Handler
Allows a closed date to be added on the day of an unplanned closure (ie, snow day, water damage)
Reverts overdue fines and adjusts due dates

17. Evergreen Development Update
Staff Workflow Improvements:
Inventory Date tracking
New Checkin Modifier
Stores Inventory Date in new field for more accurate data tracking
Inventory instructions will be updated to accommodate changes

18. Evergreen Development Update
Staff Workflow Improvements:
Spine and Pocket Label Printing
Print directly from Evergreen
Continuous feed labels or label sheets
Any combination of spine & pocket labels
Sheets will be able to start at any point on the page

20. Evergreen Development Update
OPAC Improvements:
Batch Actions from Search Results
Select multiple items from Search Results
Add to temporary Basket
Print, , Place Holds, or move to List

22. Evergreen Development Update
OPAC Improvements:
Improved Print and functionality
Print or single record or multiple records from a basket
Choose Brief or Full information
Brief is Title, Author, Publisher, Material Type
Full also includes Library, Shelving Location, Call Number, Status, and Barcode

24. Evergreen Development Update
OPAC Improvements:
RBdigital Integration
Currently testing
May not be ready for upgrade

25. Evergreen Community Update
The Evergreen Project
Forming a 501c3
Transition from Evergreen Oversight Board to The Evergreen Project Board
MassLNC Development Initiative
Kathy Lussier, the coordinator has left
Lucien Kress is our new interim coordinator
Future direction will be decided over the next several months

26. Evergreen Community Update
2019 Evergreen International Conference
April 24-27, 2019
Valley Forge, PA

27. PINES Training Update In 2018, PINES staff did…
hours of training, 223 hours of which was eligible for CE credits
To 1831 registered staff
Three PINES Mini-Conferences were held in…
Dalton
St. Simons Island
Marshes of Glynn

28. Subcommittee Report: Best Practices for Patrons in Collections
Summary:
Rely on automated fine limit block
Optional Alert
Full report in meeting handouts

29. Subcommittee Report: Best Practices for DVD Packaging
No immediate consensus.
Testing of inexpensive padded envelopes is underway – will report at the next meeting.
More information in the meeting handouts.

30. Student Card Working Group Report
Summary:
School and Library will sign an MOU.
Parents will opt-in via the Parent Portal.
The school district’s vendor will store the opt-in information and export it, along with student data, to PINES.
PINES will develop a script that converts that data into new accounts.
Accounts will be immediately usable.

31. Student Card Working Group Report
Notes:
Account number will be based on library policy name plus unique number provided by school district (eg, student id / student lunch card number)
Password will be based on student DOB
When student comes to library, student may either use school district-issued card or may be issued a PINES card
Parents only need to opt in once, may opt out at any time

32. Student Card Working Group Report
Notes:
Students who are not attending a registered school are eligible for a Student Card through a normal library card application process
Duplicate checking will not be performed
Expiration of 1 year
Schools will upload information each year to renew cards

33. Student Card Working Group Report
Upcoming Subcommittee Action Items:
Circulation Period
Fines
Number of Concurrent Checkouts / Holds
Card Design
Expired Account Data
Transition to Adult Cards
Digital Only Cards

34. Thank you
Any questions?