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:
During the SharedBib transtion, all connections to the Aleph server will be unavailable. Therefore, at the time of the Offline Circ transaction, there will not be any type of check for blocks, holds, overdues or other patron/circ related issues.
By 6pm on June 22nd, Access Services Departments should be sure to have the Standalone Offline Circ client installed and ready for use.
FYI about Standalone Client:
We recommended using the Standalone client during to:
- Prevent any confusion about the version of the client used,
- Allow institutions with multiple library units the flexibility to use the Standalone client during the transition, and then install the new Aleph SBProd20 client by June 28th.
During the Upgrade
Unless you plan on allowing offline circ transactions at the SelfCheck using the Store and Forward process, the unit should be shutdown during the upgrade, and users should be redirected to the circ desk.
Following the Upgrade
Once the Aleph Server has been upgraded to V20 and the libraries have been given the OK to start clients, the SelfCheck can be started as well. There should be no additional configuration or setup needed.
*Note: There has been discussion on Aleph Users Listserve about an intermittent problem with Selfchecks losing connection on V20. Staff reporting the problem are unsure if the problem was specific to the upgrade to V20, or some networking issue.
Please submit an RT and we'll work with you to get started.
The basic steps are below. We may need to do some additional work with you on a one-on-one basis if there are restrictions regarding sending email at your campus. You'll also want to verify the wording and format of the loan/return receipt to ensure that it looks the way you want.
Modify client settings to generate loan or Return Receipts
* If using "All Loans in One Receipt", press F4 to denote end of loans for the patron.
See 1st image above, select Set up Return Options - Be sure "Print Return Receipt" is checked.
Modify the following lines in Circ/tab/print.ini