1. Updates for INFOhio,SirsiDynix Workflows & OPAC NWOCA Automated Libraries

2. INFOhio ER Toolkit Back to School Powerpoint New u/p reminders New username/password promotional items New flyer – coming soon Home page revisions (catalogs, CRC) August 3, 2010NWOCA / INFOhio Libraries2

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5. ITSCO Literature Lounge (Coming Soon)

6. Your OPAC looks different ! Cat & Cat Jr. Changes

7. CAT Jr. 2.0 Name – now that both CAT and CAT Jr. are on new platform we will be dropping the “2.0” after Fall startup. CAT Jr. elements were delivered to your servers last week. CAT Jr. is up and running now –make sure weblinks on district page are correct 7

8. CAT Jr. Update Welcome screens URL to welcome screen is http://yourservername/opac/districtname/buildingname/ http://yourservername/opac/districtname/buildingname/ Example: http://nwoca.infohio.org/opac/HK/HICH/http://nwoca.infohio.org/opac/HK/HICH/ When sessions time out now, goes back to welcome screen not first search screen More clearly indicates lost of kept lists in CAT Addresses webserver start errors Keeps with how Web2 works now

9. CAT Jr. Customize CAT Jr. building settings (cont.) Item types defaults to four - IF found in that building’s holdings - Biography, Easy, Fiction, Nonfiction. List can be further customized. The sort_by was set to default –PBYR (New to old) but can be modified. Check for Reading program tests – if you change it in CAT, it will change in CAT Jr. Voilà! CAT Jr. is ready to go! 9

12. Coordinated CAT Changes Material Type and Funding Source now customizable Lexile bug fixed (inclusive range) Visual Search for Raccoon fixed (bugfix) Sort_by was set to default –PBYR (New to Old) but can be customized.

13. Coordinated CAT Changes Button on right side of navigational bar to “go to CAT Jr.” And button on the bottom right of each CAT screen.

14. CAT IOUs Much of the anticipated CAT work has not been completed. Will be completed in upcoming months and delivered as they are completed. Bugfixes Navigation for kept lists Standardization of library dropdown in all screens More intuitive treatment of electronic media Reserves not showing properly in results list Exchange placement of Alex and Printz in recommended reading list

15. CAT Suggestions Suggestions – not accepted, but being considered Reading program should become its own menu Guided reading search should be added Display all 526 tags on brief description tab Helps Highlight toolbar when in that screen Add helps for keyword, browse, exact radio dials 6/18 – highlight tool bar so students know which screen they are in (karen email 6/18/10) 6/18 – add help for keyword, browse, exact search (karen email 6/18/10)

16. Features that can be customized Item Types can now be customized for All Libraries within an instance at once Additional options to customize: Sort Selection Material types Funding sources

17. Material Types Funding Source Before

18. After customizations applied After

19. Cat Jr. Customizations Customizations for CAT Jr. incorporated into: Title (Library Description) Assumed to be the same for CAT & CAT Jr. Slogan Item Types Sorting Reading Program Assumed same for CAT & CAT Jr. Demo

21. New handouts for the Cat Jr. CAT Jr. 2.0 JWF Manual Sec 2.1 August 3, 201021NWOCA / INFOhio Libraries

22. Familiar CAT Jr. character Features purposely much the same August 3, 2010NWOCA / INFOhio Libraries22

23. Many improvements: More graphics and colors throughout Larger non-serif type and text colors Easy search screen automatically filters to YOUR library Added Sort and Item Group filter that can be used (or ignored) New material type images on the results list Range search in Reading Program Search Check for Reading Program tests in YOUR library if currently set that way in CAT New lexile range search Visual search remains for topical searching Ability to add ChiliFresh Review Engine (3 rd party vendor) August 3, 2010NWOCA / INFOhio Libraries23

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30. Material type icons in Cat Jr. August 3, 2010NWOCA / INFOhio Libraries30

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40. August 3, 2010NWOCA / INFOhio Libraries40 HELP button – online Sirsi Help LOGOUT button – takes you back to Library login page Go to CAT – takes you to Cat 2.0 Feedback forum – post your suggestions

41. Current Version 3.3.1 SirsiDynix Workflows

42. Current Version: SirsiDynix WF

43. Symphony 3.3.1 Updates Known Bugs Call Number / Item Maintenance wizard In Symphony 3.2.1, users could select everything in the price field, including the $, and make changes In Symphony 3.3.1, selecting the $ will not allow the data to be changed Workaround: Select everything but the $ by double- clicking on the digits in the field

44. Symphony 3.3.1 Updates Known Bugs (cont.) Call Number / Item Maintenance wizard

45. Symphony 3.3.1 Updates Known Bugs (cont.) Windows 7 and Microsoft Word (or WordPad) may not be able to use ‘Save As’ when viewing a finished report Three Workarounds: 1. Open Word (or WordPad) before viewing report 2. Use “Run as Administrator” when starting JWF 3. Use a different application such as Open Office

46. Symphony 3.3.1 Updates Known Bugs (cont.) Statsfulltotal report does not work Cannot select/save call number selection fields We are pressing SirsiDynix for fix Workaround: schedule Statsitypecustom report instead Added template: NWOCA-Circ Statistics

47. Symphony 3.3.1 Updates Known Bugs (cont.) Labels problem Labels for “items” were changed to “copies” Blanket Hold wizard – after searching for materials the button was labeled "Batch Add Have You Read" Label problems have been corrected, but if still incorrect on a workstation it indicates a client update (privilege) problem

48. Symphony 3.3.1 Updates ADMIN and LIB1 LIB2 Revised INFOhio Toolbars (cont.) ADMIN only

49. Symphony 3.3.1 Updates New JWF User Accesses ADMIN LIB1* LIB2* ADMIN only

50. Authority Control Project Major project for FY11 INFOhio GAB approved MARCIVE contract Backfile processing to get new/updated authority records for records currently in CRC CRC bib records will be authorized and enhanced with updated Reading Program Notes (Accelerated Reader, Lexile, Reading Counts). Annual contract for on-going authority control updates for new records added to CRC

51. Authority Control Project New authority records will replace old outdated authorities in every instance statewide. Will implement procedures for on-going authority control so all instances receive new/updated authority records periodically throughout the year for authority changes that may occur. Additional authority control processes in JWF will eventually be implemented for local catalogs.

52. http://www.infohio.org/Documents/SirsiManual/SirsiJ ava/SirsiHandbookJava.html Password-protected Sirsi Manual and JWF Updates

53. A new look! August 3, 2010NWOCA / INFOhio Libraries53 Easier to locate topics in contents. Now a column for Circ, Cataloging, and Reports. Easier to locate topics in contents. Now a column for Circ, Cataloging, and Reports. Don’t forget the search box!

54. Many sections have been renumbered. New wizards and wizard groups have been added to Workflows. Cataloging section has been reorganized: Basic and Advanced sections New documents Reports section in alphabetical order. Numbers in contents have been streamlined, but not changed on the docs. August 3, 2010NWOCA / INFOhio Libraries54

55. Cataloging reorganized Basic Cataloging Wizards most LIB2s and aides will use at some time. Advanced Cataloging Wizards LIB1s will be using. You may want to use this division when organizing your trainings. August 3, 2010NWOCA / INFOhio Libraries55

56. Basic Cataloging Adding / Editing Items Adding Bib Records SmartPort Temporary Records August 3, 2010NWOCA / INFOhio Libraries56 Sub-section headings in blue to stand out better.

57. Advanced Cataloging Cataloging with Templates Local records Equipment Original records - 3 separate docs (books, video/dvd, and eBooks) Modifying / Enhancing Bibs Cataloging Resources MARC Export August 3, 2010NWOCA / INFOhio Libraries57

58. Change Indicators August 3, 2010NWOCA / INFOhio Libraries58 NEW! This is a new wizard. Be sure to check it out! UPDATED! Significant changes have been made to the content of this document. Dates on footer of docs: Date changed when significant changes are made or when doc created. Date not changed for renumbering, typos or minor corrections.

59. Important Changes and New Wizards August 3, 2010NWOCA / INFOhio Libraries59 2.1CAT Jr. doc updated to reflect new version 4.1 – 4.3Register, Copy, and Modify User wizards have new fields 5.1Item Search – now allows for Set ID search 8.0 – 8.5 Maintain Circulation Sets – new wizard group!! Look all these documents over carefully. 9.7New Wizard – Reorder Holds Queue 11.5New Wizard – Global Call number Modification 12 This section has been reorganized. Look it over for relocated documents. 12.4a – 12.4c Original record templates – separate docs for books, videos / dvds, and eBooks 12.7Cataloging eBooks from existing records – revised 18.1 - 18.5Staff web - many new features and functions added. More reports, improved cataloging, new inventory module.

60. 2.1 CAT Jr. Updated screen shots Numbered pages August 3, 2010NWOCA / INFOhio Libraries60

61. 4.1 – 4.3 User Maintenance Register, Copy, and Modify User have new name fields. August 3, 2010NWOCA / INFOhio Libraries61

62. 5.1 Item Search Search Index – Set ID added. August 3, 2010NWOCA / INFOhio Libraries62

63. 8.0 Maintain Sets New wizard group August 3, 2010NWOCA / INFOhio Libraries63 When doing training, be sure to start with the Overview!! Once they understand the concept, the rest is easy!

64. Types of sets - Parental Each item is cataloged and barcoded. One of the items in the set is assigned the set ID. Loan period for the set as a whole is based on the parent item’s loan period. August 3, 2010NWOCA / INFOhio Libraries64

65. Non-parental sets Each item is cataloged and barcoded. There is a separate barcode number assigned to the set as a whole group. If items in the set have different loan periods, they will have different due dates when the set is checked out. August 3, 2010NWOCA / INFOhio Libraries65

66. Permanent and Temporary Circulation Sets When you create a set, you can choose: Items only circulate as a set Circulate normally until you turn on the set option. August 3, 2010NWOCA / INFOhio Libraries66

67. Checking out sets 1. Bring up teacher’s screen. 2. Search / locate set you want. 3. A list of all items in the set will display. 4. Click Check out button. One click does it all! August 3, 2010NWOCA / INFOhio Libraries67 2 3 4

68. Checking in sets Scan any item in the set (or search for it). A list of items will appear. Uncheck any items not returned. Click checkin. August 3, 2010NWOCA / INFOhio Libraries68

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70. Classroom sets – 30 copies of Hatchet that never circulate individually Catalog: Parental Circulate as set Checkout Bring up teacher’s record. Checkout any item – just one! All items will reflect new due date. August 3, 2010NWOCA / INFOhio Libraries70

71. Kit – a variety of items from your collection put together for a science unit. They have different loan periods. You plan on keeping them as a kit. Catalog Parental – choose parent item based on loan period you want for the entire set! Circulate as a set Check out In checkout, bring up teacher. Search / highlight set. Click Check out button – one click does all items. August 3, 2010NWOCA / INFOhio Libraries71

72. Mr. X does a unit on the Holocaust every year. You want items to circulate normally most of the time. Make those items a temporary set. Catalog Parental Uncheck Circulate as a set. Items on shelves as normal. Checkout Collect items. Modify set - check Circulate as set. Check out set to teacher. August 3, 2010NWOCA / INFOhio Libraries72

73. Temporary set cont’d. Checkin When set is returned, check in set. Modify set – Uncheck circ as set. Items will circulate normally again. Set contents can be updated at any time as items are added to your collection or weeded. August 3, 2010NWOCA / INFOhio Libraries73

74. Mrs. X does a unit on Ohio every year. You have identified books and DVDs she likes. The DVDs are popular and you want them returned sooner than the books. DVDs normally circ only 3 days. Catalog Non-parental Circulate as a set Assign a separate set barcode Checkout In checkout, bring up teacher. Search / highlight set. Click Check out button – one click does all items. DVD loan period will be shorter than the books. August 3, 2010NWOCA / INFOhio Libraries74

75. Display Circulation Sets Click Display Set wizard or use any Item Search helper. Search for 3 (all set IDs start with 3 due to barcode validation) change index to Set ID. August 3, 2010NWOCA / INFOhio Libraries75

76. Display Circulation Sets (cont.) All your sets will display. August 3, 2010NWOCA / INFOhio Libraries76 When creating sets, name them carefully.

77. Display Circulation Sets (cont.) Resize ‘Items in Set’ screen for pickup list! Hint to Report Team: Wouldn’t it be nice if shelflist had some Set options! August 3, 2010NWOCA / INFOhio Libraries77

78. Adding Circulation Sets 1. Search for your titles You don’t need to handle any items! 2. When you click OK on the search screen, the items will appear on your set screen. 3. Enter a description for your set. August 3, 2010NWOCA / INFOhio Libraries78 1 3 2

79. Adding Circulation Sets (cont.) Set ID’s: Non-parental 1. Do not check the parental box. 2. The system will automatically assign a barcode number to the set in the 97000000X range, or you can scan in a dumb barcode. August 3, 2010NWOCA / INFOhio Libraries79 1 2

80. Adding Circulation Sets (cont.) Set ID’s: Parental 1. Check the parental box. 2. The system will automatically select an item to be the parent ID. 3. If you want a different title to be the parent, highlight the title and click Make Parent. August 3, 2010 NWOCA / INFOhio Libraries80 1 2 3

81. Adding Circulation Sets (cont.) Determine circulation status Check Circulate as Set if this is a permanent set. Uncheck Circulate as Set if this is a temporary set. August 3, 2010NWOCA / INFOhio Libraries81

82. Adding Circulation Sets (cont.) Create the set. When you’re done creating the set, click Add Set. WARNING! The clear button clears everything, not just a highlighted title!! August 3, 2010NWOCA / INFOhio Libraries82

83. Modify Circulation Set Once a set is created, you need to use this wizard to: add items change description change parental status change circulation status remove items August 3, 2010NWOCA / INFOhio Libraries83

84. Remove Circulation Set Wizard removes whole sets, not individual items. Search for your sets. Highlight the one to remove from the list. Click Remove This Set. NOTE: This does not remove the items from the database. August 3, 2010NWOCA / INFOhio Libraries84

85. 9.7 Reorder Holds Queue New Wizard Right click on person you want to move. Cut; line will be in italics. Click on a name to Insert Row where you want that person. August 3, 2010NWOCA / INFOhio Libraries85

86. 11.5 Global Call Number Modification (cont.) Select library is first prompt, so only one library can be done at a time. August 3, 2010NWOCA / INFOhio Libraries86

87. 12.4 Original Record Templates The previous doc has been divided into 3 separate ones. August 3, 2010NWOCA / INFOhio Libraries87

88. 12.7 Cataloging eBooks from existing records. August 3, 2010NWOCA / INFOhio Libraries88

89. Symphony 3.3.1 Updates BookMyne - SirsiDynix Mobile OPAC app Now only available for iPhone, iTouch, iPad Date for android availability unknown Free download from iTunes, Apple Store and other mobile app download sites Requires special setup for any instances wanting to use – must contact NWOCA Still working to resolve access problem when logging in as a patron – Testing/In process

90. Symphony 3.3.1 Updates Allows patrons to locate libraries worldwide and: Search the library catalog. Renew checked out items. Place and cancel hold requests. Check their account details. Navigate to the library's home page.

91. Symphony 3.3.1 Updates iPhone GPS establishes location and identifies participating libraries within a specified distance. Use slider to increase range for identifying nearby libraries. Icon to left of library name displays icon library has selected to represent itself. Plus icon at right will add library to personal list of libraries. Use “My” button at top of view, to display personalized list of libraries.

92. Symphony 3.3.1 Updates Compass button from the libraries view, presents a globe view to select a participating library from anywhere in the world to add to their libraries list.

94. 18.1 – 18.5 Staff Web New functionality New reports Inventory! Access in browser: http://sirsi.infohio.org:81/staffweb/my -apps/sirsidynix/webclient.jsp August 3, 2010NWOCA / INFOhio Libraries94

95. StaffWeb – Circulation August 3, 2010NWOCA / INFOhio Libraries95 Check OutCheck out Renew Special due date Return to Search Check In Quick Checkin Transit Items Check in date Patron StatusDisplay checkouts Renew copies Manage holds Pay fines Item StatusDisplay item information Manage holds Mark item lost Mark item missing Claims returned HoldsPlace Hold Maintain PatronsDisplay patron record Create patron record Copy patron record Renew patron expiration date Remove patron record Inventory ItemScan items into inventory

96. Staff Web – Circulation (cont.) Quick Checkin Creates Exception Report August 3, 2010NWOCA / INFOhio Libraries96

97. Staff Web – Inventory Item Scan in Items August 3, 2010NWOCA / INFOhio Libraries97

98. Staff Web – Cataloging August 3, 2010NWOCA / INFOhio Libraries98 Title Information Templates

99. Staff Web – Cataloging (cont.) August 3, 2010NWOCA / INFOhio Libraries99 Modify Title Add New - to Templates

100. Staff Web – Cataloging (cont.) August 3, 2010NWOCA / INFOhio Libraries100 Copy Information (Modify Item) New Copy - add new copy to this item

101. Staff Web – Cataloging (cont.) Marc Information Can use both Title Information and Marc Screens August 3, 2010NWOCA / INFOhio Libraries101

102. Staff Web – Reports Added Inventory Reports Finished Reports August 3, 2010NWOCA / INFOhio Libraries102

103. Staff Web - Reports Basic Inventory Reports August 3, 2010NWOCA / INFOhio Libraries103

104. Staff Web – Reports (cont.) Finished Reports August 3, 2010NWOCA / INFOhio Libraries104

105. Staff Web – Reports (cont.) View Options Options may be changed at any time to view. Do not need to re-run report August 3, 2010NWOCA / INFOhio Libraries105

106. In progress – Original cataloging (book, eBook, dvd/video) INFOhio documents (Guidelines for Matching, Evaluating, Enchancing and Derived) Summary for vendor load Tip sheets on call numbers & subject headings. Series - 440 (obsolete) to the 490/8xx 856 tag - subfields y,z,&3 FAQs August 3, 2010NWOCA / INFOhio Libraries106

107. Evaluation and CEU’s CEU certificates will be emailed to participant Please evaluate today’s meeting. From the NWOCA Training webpage. Click on: NWOCA Training Evaluation from the Links index on the left hand side of webpage August 3, 2010NWOCA / INFOhio Libraries107