Sᶟ: Strategies for Serving Seniors Outreach Module Sᶟ: Strategies for Serving Seniors Lynda Spraner and Dana Hintz

Benefits The outreach module has allowed us to decrease manual paperwork, improve efficiency by 65% and improve accuracy We now have more time allocated to directly impacting patron service and to launch programming at our senior facilities Administrative Set up Create New User & Route Select Materials Deliver 1 2 3

Administrative Setup

Administrative Setup Tabs Wizards

Outreach Module Our outreach patrons have separate accounts and different circulation rules based on a separate outreach profile Extended loan periods No fines Properties can be modified to your particular situation Work with your system administrator in terms of setting your parameters Page 110

Operations

Process New Outreach User No Yes Create New Outreach User Route? Copy User and Modify Create New Route Create Interest for Users Create Outreach and Assign Route Use Search Interest to Select Create Interest for Users Deliver Items Use Search Interest to Select Deliver Items

Create New Outreach User & Route Create New User & Route Select Materials Deliver 1 2 3

Create New User & Route We have been successful due to the fact we use separate outreach accounts and… We work in collaboration with our Circulation and Tech Services Departments Outreach Technical Services Circulation Patron Acct. Outreach Acct.

Process New Outreach User NO Route Create New Outreach User Create New Route Create Outreach and Assign Route

Create New User and Route Integrity of Data Consistency in formatting Accurate information Allows for multiple methods for searching throughout the database Create New Outreach User 1

Create New User and Route A route record usually represents a geographical location such as a senior facility Enter in your route information Create New Route 1 The notes and comments fields are extended information about your route

Create New User and Route Create Route 1 Pull up your route by typing in the route name View route lists - from the display route tab type in “A” and browse

Connects the New User to the Route Create New User and Route NEW OUTREACH USER NEW ROUTE Create Outreach Connects the New User to the Route CONNECT

Create New User and Route Create Outreach 1

Connects the New User to the Route Create New User and Route Your New Outreach User is now connected to their corresponding route NEW OUTREACH USER NEW ROUTE Create Outreach Connects the New User to the Route CONNECTED

Create New User and Route New Outreach User YES Route Copy User and Modify You can use copy user once you have your original set up Copy User

Selection Create New User & Route Select Materials Deliver 1 2 3

History The history will build as materials are checked out Automatic feature – not opt in Refer to your Library Service Policy How did you track? You can manually enter the histories into the system Brand New Existing Patron **Privacy – We monitor the accounts for our patrons and only Outreach staff has access to this information

Select Materials Interest Information - Create Interest wizard allows you to create reading interest profiles for patrons. These interests are used to select materials based on the same search criteria available in your online catalog. Two methods: Select Materials Manual Template 2

Select Materials Manually Allows for you to create very specific interests for Outreach patrons You can test your search string in Search and Display first **Note - Item Type should be consistent with your library’s terminology

Select Materials Template Creating templates will save staff keystrokes and time for common interests. Terms must match your online catalog: i.e. Romance Fiction This will automatically pop up The Create Template wizard enables you to create interest profiles to be used as templates for outreach users. Templates are general interest topics or genres such as suspense, mystery, romance or historical fiction, that any number of users might have in common.

Select Materials

Select Materials IGNORE does not select & no history record is created. May be suggested for future use REJECT declines the item & creates a history record with a status of REJECT. The item will not be suggested in the future. SELECT places a title level hold on the item, and creates a history record with a status of SELECT for the item. Choose Modify to save

Select Materials *Note the selected titles are placed on hold in the patron’s accounts

Select Materials Print Screen Or… Run Report

Auto Select Materials The Search Interest also has an Auto Select feature Auto Select will choose materials based on the number of items the patron account dictates This feature is especially beneficial to libraries with a high volume of items to be delivered or mailed to homebound patrons

Reports The Outreach Module has a variety of Reporting Features Some are password protected

Delivery Create New User & Route Select Materials Deliver 1 2 3

Delivery Deliver Take your list and go to shelf and pull items Check out to patron’s or facility account Deliver Items Deliver 3

Resources