Q. Will all patron accounts be effected once patron ids are "scrubbed" from transaction tables.
Q. Once expired patron accounts are regularly removed, will there be a way to keep problem patrons in the system so that we can avoid giving them a card in the future?
For example, we have had problems with some Community patrons.
A. Doubtful. Once our organization is merged into the New Organization, new management may have much stricter policies and regulations regarding the handling of patron accounts. We are unsure of the flexibility to accommodate certain "problem" situations.
Q. Will we be able to see who was the last patron to have an item on loan in case there is a problem with damage that wasn't caught at check-in.
A. No. Once the patron id is "scrubbed" from the transaction, there will be no way to tell which patron borrowed the item before. We will be only able to tell which patron status had the item.
Q. Will financial transactions be kept.
A. Yes. Financial transactions will be keep for the forseeable future. The State Guideline is to keep them for at least three years.
Q. We sometimes get requests from Graduate students who want to know which items they have checked for research or theses/dissertations, will we be able to provide this information?
A. No. The responsibility for keeping a record of checked out items will need to lie with the patron. We can not retain that information for them.
We may, at some point, be able to provide a means for patrons to output bib information about their loans to some type of 3rd party self-catalog site, such as LibraryThing, that can be accessed via the online catalog.
If this is a project that you'd be interested in seeing, please let your OPAC coordinator know so that it can be added to the list of developments.
Online Inventory differs from Batch Inventory in that the Item (Error) Marking is done as the items are scanned.
Same as Batch Inventory - Use the Shelf Number assigned from the Inventory Definition job.
Scan items in chosen range
Using a laptop with the Aleph client installed and barcode scanner, scan all of the items in the designated range.
In the Cataloging Client - Items - Inventory Marking
Run (item-01) Inventory Definition - this will assign a shelf number to the group(s) of items that will be checked. Groups can be broken down by:
- Call # range
- Item Status
- Item Process Status
- Material Type
The groupings should be organized in such a way so that, if there are multiple checkers, each checker can manage the items on their shelf or group.
Checkers will go to their assigned area, and scan the
barcode of each item in their area. Once the file(s) of barcodes has been collected, it must be uploaded to the server.
The first, and probably most important, step of the project is doing the preliminary planning. This consists of:
- Deciding which inventory method to use
- Equipment required
- Documentation strategies (spreadsheets, etc...)
- The physical division of locations and work plan for processing the shelves (such as dividing up call number ranges and assigning areas to checkers).
In Aleph there are two different inventory methods:
Checkers scan in item barcodes in their designated area to a flat file using a mobile device and barcode scanner. This list of item barcodes is uploaded to the server, an error report is generated.
- Best for larger groups of items.
- More steps involved.
This service deletes patron records where all of the patron's expiration dates are before a specified date.
Accounts with outstanding transactions are excluded by default, however, there is an override option to "wholesale" remove the accounts regardless of existing transactions.
- An output file listing the patrons that were deleted is created.
- An output file listing the patrons that could not be deleted due to some outstanding transaction on their account is created.
This service deletes patron ids from transaction records up to a specified date, provided the transaction is complete.
- Loan History
FGCU Reclamation Project
To retain as little identifying patron information as possible while meeting the majority of our users reporting and statistical needs.
1. Remove SSNs from patron accounts: Reference: Sunshine Law - Use of SSNs - Use of SSNs
Status: All SSNs have been removed.
Strategy: Transition from SSNs to alternate unique id for courtesy borrowers = Completed.
Details: Work with campuses to fully transition to alternative unique id. Timeline depends on campus readiness. DONE
2. Remove inactive patron accounts to reduce amount of patron information kept on the server (Purging)
Unfortunately we cannot yet customize clients so that each department or area at a library will have their specific settings.
So, when a new client is installed, some of the settings you had may be removed, but they can be easily restored.
Prior to V20, we posted some instructions about restoring your client settings
If you have copies of the *.ini files from V19, you can restore them now and restart the client. Or, you can manually edit the settings.
To manually edit
The Loan and Returns settings are located in the Circ client under Aleph - Options.
There were two sessions of the New Features Demo re: V.20 on 7/15 and on 7/19. The agenda was the same for both calls (with different presenters in some cases). Times on the agenda are the approximate time that this topic began. On the playback you can fastforward to these topics. It takes Elluminate a little time to catch up, but this feature seems to work well.
Introduction: Jean (6:36)
Acquisitions/Serials: Ellen (10:54)
Authorities/Cataloging: Mary Ann (24:58)
Offline Circ/Selfcheck: Wendy (42:58)
Circulation/ILL: Wendy (51:21)
To hear an Elluminate recording of the second call click on this URL: