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circ:covid [2020/05/13 21:47] – [Courier] tmccannacirc:covid [2020/12/03 21:21] (current) – [Ideas for projects for staff to do while the library is closed to the public] tmccanna
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 ====== Information for Libraries during the COVID-19 Closure ====== ====== Information for Libraries during the COVID-19 Closure ======
-//Updated 05/12/2020//+//Updated 06/03/2020//
  
  
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 ===== Courier ===== ===== Courier =====
  
-STAT will begin resuming courier service on Monday, May 18. The first several days will be dedicated to emptying the warehouses of the items that were in transit at the time of the closures and to collecting empty tubs from the libraries. +If you have empty tubs or bags, send them back to the warehouse with your courier so that they can be redistributed to libraries that need them.
  
-If you have empty tubs - or can empty some up- please note this on on the reopening spreadsheet at:  https://docs.google.com/spreadsheets/d/1grqcgzeLa_rX5z14vztlIB1j84tgn169XDZ8STjJbgs/edit#gid=551303432 
  
-An extra word about tubs.  STAT needs empty tubs so that they can redistribute materials.  We will have a bottleneck at the warehouse without tubs.  Regular service can begin once they have some tubs.  
- 
-After the warehouse backlog has been delivered, STAT will be able to begin picking up a limited number of items from the libraries. More information will be provided soon.  
 ===== Recommended Checkin Process ===== ===== Recommended Checkin Process =====
  
 After much review of library processes and available settings, the PINES team believes that this process should prevent most (but not all) potential checkin/hold availability problems that could occur due to the unusual circumstances: After much review of library processes and available settings, the PINES team believes that this process should prevent most (but not all) potential checkin/hold availability problems that could occur due to the unusual circumstances:
 +
 +**Checking in items from book drop:**
  
   - Quarantine returned items for a designated time period before checking in to minimize handling by library staff.   - Quarantine returned items for a designated time period before checking in to minimize handling by library staff.
     * Your patrons should be informed that returned items will be quarantined before being checked in, but that any fines accrued because of this will be removed.     * Your patrons should be informed that returned items will be quarantined before being checked in, but that any fines accrued because of this will be removed.
-  - After the quarantine period, separate items that belong to other branches from items belonging to your branch. +  - After the quarantine period, **separate items that belong to other branches** from items belonging to your branch. 
-  - Check in the items that belong to other branches normally so that transit slips are produced. Store these items until the courier is able to pick them up. +  - Check in the items **that belong to other branches** normally so that transit slips are produced.  
-    * Some of the items checked in this way may be opportunistically captured upon checkin for a hold at your location. If this becomes a problem, please contact the PINES Help Desk and we will discuss possible solutions. +    * Some of the items checked in this way may be opportunistically captured upon checkin for a hold at your location and will send out holds notices, but this is not avoidable at this time. 
-  - Check in the items for your own branch with the "Suppress Holds and Transits" and “Amnesty Mode” circulation modifiers enabled and reshelve them.+  - Check in the items **for your own branch** with the "Suppress Holds and Transits" and “Amnesty Mode” checkin modifiers enabled and reshelve them.
     * Some of the items that you check in this way may appear on your Holds Pull List the next morning, but it will prevent hold pickup notifications from going out right away when the items are checked in so that you have more control over the process.     * Some of the items that you check in this way may appear on your Holds Pull List the next morning, but it will prevent hold pickup notifications from going out right away when the items are checked in so that you have more control over the process.
  
-If you are not familiar with using checkin modifiers, please watch the online tutorial: https://my.nicheacademy.com/pines/course/14667+**Checking in items from courier:** 
 + 
 +  - If you wish to quarantine items from the courier before reshelving, remove them from the bins first so that the bins can be re-used by the courier.  
 +  - **Separate items that belong to other branches** from items belonging to your branch. 
 +  - Check in the **items for your own branch** with the "Suppress Holds and Transits" (and “Amnesty Mode” if you are forgiving fines) circulation modifiers enabled and reshelve them. 
 +    * Some of the items that you check in this way may appear on your Holds Pull List the next morning, but it will prevent hold pickup notifications from going out right away when the items are checked in so that you have more control over the process.  
 +    * Some of these items may already be captured for holds, in which case, holds suppression will not have any effect and the holds notices will be sent out automatically. 
 +  - You can assume that most of the items **that belong to other branches** that the courier has brought to your branch are there because they have been captured for a hold. Check these in following the same local processes you use when checking in the items from your holds pull list.  
 + 
 +<note tip>Checkin Modifiers: If you are not familiar with using checkin modifiers, please watch the online tutorial: https://my.nicheacademy.com/pines/course/14667</note> 
 + 
 +<note warning>Do not use "Amnesty Mode" and backdated checkin at the same time because it will create a lot of negative balances that you will have to clean up. Just use amnesty mode by itself.</note> 
 + 
 +<note important>The "Suppress Holds and Transits" checkin modifier will prevent items from being //captured// for a hold, but if the item has already been captured then it will not undo that. For example, if an item appears on another library's holds pull list and that library pulls it from the shelf and scans it in to transit, it has been captured. Do NOT use Suppress Holds and Transits on items that belong to a different branch because it will move those items directly to Reshelving status even though they haven't been transited yet.</note>
  
 ===== Pulling Holds ===== ===== Pulling Holds =====
  
-Until courier service is able to resume, please pull holds only for items that will be picked up within your own library system. +**For all branches that receive courier service (STAT and/or local courier):**  Please pull your complete holds list as normal (beginning May 28) so that items can be sent out to other library systems for hold pickups. 
 + 
 +**For branches that are not yet receiving any courier service at all (local or STAT), but that are allowing hold pickups:** Please continue pulling only the items that will be picked up at your location following one of the options below. 
  
-**Option 1: Export to Excel**+__Option 1: Export to Excel__
  
 Instructions are available here: Instructions are available here:
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 Note: You can also set up your columns and then use the Print Full Grid option. Note: You can also set up your columns and then use the Print Full Grid option.
  
-**Option 2: Use Browser's File > Print Option**+__Option 2: Use Browser's File > Print Option__
  
 If for some reason the Download CSV or Print Full Grid process shown above will not complete, you can also configure your workstation to be able to use the browser's print function (you would only need to do this once for the workstation, not every time you wished to use it):  If for some reason the Download CSV or Print Full Grid process shown above will not complete, you can also configure your workstation to be able to use the browser's print function (you would only need to do this once for the workstation, not every time you wished to use it): 
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 If your library is marked closed in the Closed Dates Editor, but you still want to pull holds for patrons for curbside pickup, there is a setting that can be changed to allow your items to be targeted by the holds targeter even while closed. Please contact the Help Desk if you'd like to have this setting enabled.</note> If your library is marked closed in the Closed Dates Editor, but you still want to pull holds for patrons for curbside pickup, there is a setting that can be changed to allow your items to be targeted by the holds targeter even while closed. Please contact the Help Desk if you'd like to have this setting enabled.</note>
  
 +===== Patron Expiration Dates =====
 +
 +All patron accounts that had been set to expire this summer have been pushed back to expire September 30, 2020. The automated renewal emails will go out on August 30. 
  
 ===== Closed Dates Editor ===== ===== Closed Dates Editor =====
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     * Remove "NMN" that was entered in the middle name fields (use the patron search form filtered by your library to identify these)     * Remove "NMN" that was entered in the middle name fields (use the patron search form filtered by your library to identify these)
     * Update non-DL IDs that were entered incorrectly (see best practices at: https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:accounts:reg_field_desc)     * Update non-DL IDs that were entered incorrectly (see best practices at: https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:accounts:reg_field_desc)
 +    * Correct city and county names that are entered incorrectly in patron addresses. To identify incorrect entries, 1) run the Quick Report for Patron Count by City or Patron Count by County, 2) review the list for spelling and data entry errors, and 3) use Patron Search to search for the incorrectly entered city or county to identify the patron accounts that need to be updated.
   * Staff cleanup projects for Local Admins   * Staff cleanup projects for Local Admins
     * Review all staff accounts to be sure they are up to date - if there are old staff accounts that are no longer being used, deactivate them (change the permission group to Patron, and verify that it is expired and inactive)     * Review all staff accounts to be sure they are up to date - if there are old staff accounts that are no longer being used, deactivate them (change the permission group to Patron, and verify that it is expired and inactive)
circ/covid.1589406449.txt.gz · Last modified: 2020/05/13 21:47 by tmccanna