Library Automation Task Force

1
Library Automation Task Force

• INFOhio Retreat 2003
• Summary Reports

2
Cleanup Team

• Creating a document of what to look for from
  the Phase II Cleanup reports.
• Developing a Phase II Cleanup checklist for
  libraries to complete and return to DASites staff
  when the checklist is completed.
• Compiling a needs/observations list to pass along
  to the Conversion Team to assist with cleanup
  process.
• Continuing to evaluate and test DAS and Union
  Dedupping processes.

3
Conversion Team

• Required fields from item record General
  location, collection code, and call number
  items will not load into Sirsi K-12 without them.
• 2. Sirsi K-12, unlike MultiLIS, has two levels of
  item information
• a) Callnum Building, prefix, call number,
  and class scheme (new).
• b) Copy Barcode, copy number, price,
  collection, status, material type.

4
Conversion Team

• 3. Overlay issueProtected and Junk Tags
• Protected 505, 526, 590, 658 These tags
  retained and added to new record.
• Junk 060, 070, 261, 262, 850, 9XX These tags
  are junked during conversion Document Type and
  Subject Key also junked after data copied to MARC
  record.
• 4. Notify DASite of location of awards notes,
  funding source, reading programs, etc.

5
Policies Team

• We reviewed policies and have a better
  understanding of how they work.
• We have generated a questions list from librarian
  and team input.
• We discussed our need for a list of items that
  would need to be entered by DASite and how to put
  together the circ maps.

6
Policies Team

• We discussed the training that would be needed
  and would appreciate a detailed agenda of that
  training and dates as soon as possible.

7
Reports Team

• Provided overview of reports from librarian
  account vs. admin account.
• Prioritized list of reports, within each group
• Developed a most commonly used report list.
• Began review of selection and sorting criteria
  and comparable content to MultiLIS reports.
• To be completed by July 15.

8
Reports Team

• FAQs/Tip Sheets for Reports Generated for
• Circulation Report Selection.
• Cataloging Report Selection.
• Statistical Data.
• FormattingPage Setup, Printing, Editing, etc.
• Due August 5.

9
Student Interface Team

• Prioritized List -- Cat/CatJr. For Sirsi K-12
• Phase I - Fall 2003
• Content Enrichment
• Focus-In-On/Try-These-Too Feature
• Special Search-Reading Level (521 Tag)
• Visual Search
• Have-You-Read Feature
• Special Search-Reading Programs (526 Tag)
• List Records Alphabetically

10
Student Interface Team

• Prioritized List -- Cat/CatJr. For Sirsi K-12
• Phase II Winter 2004
• Patron ILL Services-Requesting/Renewal
• Special Search-Awards (Tag 586)
• Hottest Titles Feature

11
Student Interface Team

• Receive Feedback From Users on Read-ing Programs
  to Include in MARC Tag 526
• Receive Feedback From Users on Awards to Include
  in MARC Tag 586
• Collected FAQs from presentation to be included
  on INFOhio webpage.

12
Training/Library Interface

• Goals and Objectives
• Prepare documentation to assist library staff at
  prototype schools.
• Create a complete Sirsi K-12 handbook.
• Create flipchart documents.
• Have all documentation easily accessible on the
  INFOhio web site.

13
Training/Library Interface

• Other Considerations
• Create a training database to facilitate classes
  with new users.
• Create a teachers manual for DASite providers.
• Explore use of Viewlets to supplement
  documentation.

14
Training/Library Interface
First steps will be picture of wizards to use.
Notations on the right will explain options on
the screen.
Steps in procedure are numbered.