1. Sirsi Circulation in Workflows NEOS Mini-Conference November 4, 2002 Grant MacEwan College

2. Sirsi Circulation Implementation Team Peggy Morgan (Chair) – Science & Technology Library, University of AlbertaPeggy Morgan (Chair) – Science & Technology Library, University of Alberta Linda Bumstead – AGL – Telus Plaza North Tower SiteLinda Bumstead – AGL – Telus Plaza North Tower Site Heather Johnson – ITS, University of AlbertaHeather Johnson – ITS, University of Alberta Sandra Storey – Edmonton Public LibrarySandra Storey – Edmonton Public Library Sandra Shores – ITS, University of AlbertaSandra Shores – ITS, University of Alberta Pauline Rennick – NEOS Library ConsortiumPauline Rennick – NEOS Library Consortium

3. Mandate Responsible for:Responsible for: –drafting conversion and migration specifications –testing the conversion –organizing circulation/ reserve training in Workflows First met in April 2002First met in April 2002 Met with Sirsi Project Manager in April to discuss Sirsi policy structureMet with Sirsi Project Manager in April to discuss Sirsi policy structure

4. What’s happened so far Attended circulation training at the end of May (2 ½ days) and August (1/2 day)Attended circulation training at the end of May (2 ½ days) and August (1/2 day) Visited University of Calgary in early JuneVisited University of Calgary in early June –this allowed us to meet with circulation staff and ask questions about their experience with Workflows

5. What’s happened so far Created policy files for UnicornCreated policy files for Unicorn –approached this task as a migration of existing policies –asked all NEOS circulation units to submit current DRA classes, qualifiers, loan periods, fine rates, renewal limits and reserve policies –consolidated and harmonized submitted documents to produce a consistent and shared set of policies

6. What’s happened so far –submitted circulation policy sheets to Steering Team at the end of June Assembled patron file informationAssembled patron file information –verified the fields from the patron record to be migrated into Workflows –submitted patron migration specifications to Steering Team at the end of August

7. Sirsi Circulation Training Team Peggy Morgan – University of AlbertaPeggy Morgan – University of Alberta Heather Johnson –University of AlbertaHeather Johnson –University of Alberta Linda Bumstead – AGL - Telus Plaza North Tower SiteLinda Bumstead – AGL - Telus Plaza North Tower Site Gail Allen – University of AlbertaGail Allen – University of Alberta Sheila Fynn – Caritas – Grey Nun’s HospitalSheila Fynn – Caritas – Grey Nun’s Hospital Lilla Lesko – University of AlbertaLilla Lesko – University of Alberta Anne Poulton – Taylor University College and SeminaryAnne Poulton – Taylor University College and Seminary

8. Mandate Responsible for:Responsible for: –testing conversion of circulation policies and migration of patron information –training circulation/reserve staff to use circulation in Workflows Attended circulation training at the end of May (2 ½ days) and August (1/2 day)Attended circulation training at the end of May (2 ½ days) and August (1/2 day)

9. What happens next Testing phaseTesting phase –database will be available for testing in early November –team will test basic circulation functions such as creating patron records, charging, discharging, renewing, and bills to ensure that policies have migrated correctly –corrections will be submitted in time for a second testing phase in January 2003

10. What happens next Training phase - ProposedTraining phase - Proposed –pilot training session will be offered in mid- December –this will allow us to fine-tune the script and test for length and content –participants in this session will be asked to act as assistants at subsequent training sessions

11. What happens next Training phase – Proposed (cont’d.)Training phase – Proposed (cont’d.) –circulation and reserve training sessions will be approximately 1.5-2 days in length –to be offered January 20 - March 7, 2003 –one session to be offered in Red Deer and another in Grande Prairie –circulation supervisors have been asked to submit names of staff who require circulation and reserve training –on-line registration for these sessions will be available in a few weeks

12. What happens next Sirsi “Go live” date is scheduled for April 14, 2003Sirsi “Go live” date is scheduled for April 14, 2003 Implementation and Training teams take a long vacation.Implementation and Training teams take a long vacation.