Sirsi Circulation in Workflows

1. Sirsi Circulation in Workflows NEOS Mini-Conference November 4, 2002 Grant MacEwan College

2. Sirsi Circulation Implementation Team • Peggy Morgan (Chair) – Science & Technology Library, University of Alberta • Linda Bumstead – AGL – Telus Plaza North Tower Site • Heather Johnson – ITS, University of Alberta • Sandra Storey – Edmonton Public Library • Sandra Shores – ITS, University of Alberta • Pauline Rennick – NEOS Library Consortium

3. Mandate • Responsible for: • drafting conversion and migration specifications • testing the conversion • organizing circulation/ reserve training in Workflows • First met in April 2002 • Met with Sirsi Project Manager in April to discuss Sirsi policy structure

4. What’s happened so far • Attended circulation training at the end of May (2 ½ days) and August (1/2 day) • Visited University of Calgary in early June • this allowed us to meet with circulation staff and ask questions about their experience with Workflows

5. What’s happened so far • Created policy files for Unicorn • approached this task as a migration of existing policies • asked all NEOS circulation units to submit current DRA classes, qualifiers, loan periods, fine rates, renewal limits and reserve policies • consolidated and harmonized submitted documents to produce a consistent and shared set of policies

6. What’s happened so far • submitted circulation policy sheets to Steering Team at the end of June • Assembled patron file information • verified the fields from the patron record to be migrated into Workflows • submitted patron migration specifications to Steering Team at the end of August

7. Sirsi Circulation Training Team • Peggy Morgan – University of Alberta • Heather Johnson –University of Alberta • Linda Bumstead – AGL - Telus Plaza North Tower Site • Gail Allen – University of Alberta • Sheila Fynn – Caritas – Grey Nun’s Hospital • Lilla Lesko – University of Alberta • Anne Poulton – Taylor University College and Seminary

8. Mandate • Responsible for: • testing conversion of circulation policies and migration of patron information • training circulation/reserve staff to use circulation in Workflows • Attended circulation training at the end of May (2 ½ days) and August (1/2 day)

9. What happens next • Testing phase • database will be available for testing in early November • team will test basic circulation functions such as creating patron records, charging, discharging, renewing, and bills to ensure that policies have migrated correctly • corrections will be submitted in time for a second testing phase in January 2003

10. What happens next • Training phase - Proposed • pilot training session will be offered in mid-December • this will allow us to fine-tune the script and test for length and content • participants in this session will be asked to act as assistants at subsequent training sessions

11. What happens next • Training phase – Proposed (cont’d.) • circulation and reserve training sessions will be approximately 1.5-2 days in length • to be offered January 20 - March 7, 2003 • one session to be offered in Red Deer and another in Grande Prairie • circulation supervisors have been asked to submit names of staff who require circulation and reserve training • on-line registration for these sessions will be available in a few weeks

12. What happens next • Sirsi “Go live” date is scheduled for April 14, 2003 • Implementation and Training teams take a long vacation.