Issue #4 - Patron Uploads and BCA Upgrade

Issue #4

Hello All LS! 

Here are this week's SirsiDynix updates:

Patron Uploads Resumed! 

Patron uploads from Datatel have resumed! All new students should have records in WorkFlows and staff should not have to manually create patron records. In the off chance that staff does have to manually create a record, then please have them refer to the QR card Manually Creating Patron Records found on the WorkFlows Circ Central wiki page under Circulation Quick Reference Cards.   

BlueCloud Analytics Upgrade was Successful

After having some time to test it out, training will be planned and scheduled. Look for more info soon!

Hot Tip: Bypass Scrolling Through the Index Field Drop-down Menu

Searching for a patron or an item in WorkFlows? Tired of scrolling through the Index drop-down menu to find the right search parameter? Well, scroll no more! If you click on the Index field and type in the first letter of the search parameter that you are looking for, you will be taken directly to it on the list.

For example, if I were searching for a patron using their ALT ID, then I would type A into the Index field and ALT ID would automatically generate in that search field. It works with item searches too! If I were looking for an item by author, then I could apply the same method in Item Search and Display to generate Author in the Index field. Happy searching!      

Issue #3 - WorkFlows Serials Module Up and Running!

Issue #3 

Hello All LS!

Here are this week's SirsiDynix Updates:

WorkFlows Serials Module Active! 

Serials training was conducted on 8/8 and Serials Specialists may now begin checking serials into WorkFlows.

Hot Tip: Highlighting Drop-down Menus in WorkFlows 

Have you noticed that text in the WorkFlows drop-down menus "whites out" when you mouse over it? Does this make it difficult for you to read that text? If so, then squint no more, because we have a solution! Instructions on how to highlight text in WorkFlows drop-down menus can be found here.    

Enjoy the Summer Intersession and onward to the Fall Semester! 

Issue #2 - Serials Module, View Now Button, and BCA Training Prep

Issue #2

Hello All LS!

Here's the latest from the SirsiDynix Implementation Team:

WorkFlows serials module coming soon!  

Our Serial Control module in SirsiDynix WorkFlows will be up and running by the end of August! Serials Specialists from each campus will be attending serials training on August 8th and serials processing will resume at all campuses in the Fall.

Electronic Access link on details record for e-books and streaming videos made red and put in bigger font.

When one clicks on the details record in Enterprise, it can be easy to overlook the link to open an e-book or streaming video. We've made the link heading red and slighter bigger font so that it stands out more. We're working on getting a "view now" button added similar to the one on the search results page. This will take some custom scripting work from SirsiDynix. 

Preparation for Blue Cloud Analytics Training (BCA). 

In Preparation for BCA training, please let Lola Cowling know what types of reports you created in Create Lists beyond the most basic Collection Development report that you hope to be able to duplicate in BCA by filling out this SirsiDynix Reports & Analytics needs form. There is a template for the basic Collection Development report containing the fields listed on the Collection Development Export - Fields Explanation wiki page

Keep those reports coming! 

Please keep reporting any WorkFlows or Enterprise issues, concerns, or requests (including named workstation requests) using the SirsiDynix Issue Reporting form!

  

Inaugural Issue!

Hello and welcome to the inaugural issue of the SirsiDynix Gazette! 

The SD Implementation Team will be publishing this blog on a regular basis to keep everyone abreast of the implementation process and to provide any instructional/informational material related to WorkFlows, Enterprise, and Blue Cloud Analytics.

This first issue will serve as a brief overview of what has happened so far and what we expect to happen in the near future.

What's happened since our go-live date of May, 18th:

The SD Implementation Team has:

• created an issue reporting form to track any issues or suggestions from all LS staff
• responded to over 250 issue reporting forms submitted by ourselves and our colleagues
• created a glossary to help LS staff learn the new ILS terminology 

The Circulation Team has:

• created the wiki page Workflows Circ Central to provide staff with instructional and training material related to SirsiDynix WorkFlows 
• customized the WorkFlows interface to streamline service at the Circ desk
• worked in conjunction with the Reference Team to revise the 5 Circulation Skills Essential for Librarians so that they align with the new ILS  
• worked in conjunction with the Reserves Steward to create a new online Library Services Reserves Request form 

The Enterprise Team has:

•  added a Course Reserves button to the Library Home page that directs students to the Course Reserves  page of Enterprise 
• customized the search results page of Enterprise so that holds will now update in real time and a "holds counter" will appear underneath the item description in Enterprise when a patron places a hold on that item

What's coming in the near future: 

• revised Quick Reference cards to keep at each Circulation Desk (before the start of Fall semester) 
• regularly scheduled new patron data uploads from Colleague to WorkFlows (before the start of Fall semester)  
• WorkFlows installation on all Head and Faculty Librarian PCs
• Blue Cloud Analytics training in early Fall 
• until we are live with BCA, please use this SirsiDynix Reports & Analytics Needs form to request any collection development reports or analytic information  

There will be a brief presentation at All LS in August outlining the implementation process and providing more details on where we are and how far we've come!

Keep an eye on your inbox on Wednesdays for an email with the link to the SirsiDynix Gazette!