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

2. 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

3. Administrative Setup

4. Administrative Setup
Tabs
Wizards

5. 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

6. Operations

7. 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

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

9. 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.

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

11. 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

12. 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

13. 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

14. 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

15. Create New User and Route
Create Outreach 1

16. 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

17. 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

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

19. 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

20. 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

21. 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

22. 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.

23. Select Materials

24. 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

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

26. Select Materials
Print Screen
Or… Run Report

27. 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

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

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

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

31. Resources