Hello,
Please be advised that for some reasons some items are showing INTRANSIT status despite staff discharging the item. One solution for this issue is to check out the item (I did so on my account) and then discharge the item. That should correct the issue of the item being stuck in the INTRANSIT status, and the item should accurately reflect that its proper status.
If you have any questions, please do not hesitate to ask.
MR
Friday, August 14, 2015
Q&A: Workflow Procedures
Hello,
Below are some recent questions that were brought to my attention. Sara Ortiz in Circulation Administration was kind enough to provide some answers:
Q 01. Do we verify the P.O. Box on an application or the physical address?
A: We must verify the physical address. We accept P.O. Box addresses as a courtesy to our customers, but we must verify residency. Thus, customers must provide some form of address verification (e.g., utility bill, lease agreement, etc.) and it must be written on the application on the Physical Address line.
Q 02. When we waive fines due to an item being found on the shelf, what selection do we use in the Paying Bills wizard in the drop-down menu?
A: You use ONSHELF when you are waiving fines for items found on the shelf. For waives that are provided as a courtesy or as part of a settlement agreement, you would use FORGIVEN.
Thank you, and please let me know if you guys have any further questions.
Sincerely,
MR
Below are some recent questions that were brought to my attention. Sara Ortiz in Circulation Administration was kind enough to provide some answers:
Q 01. Do we verify the P.O. Box on an application or the physical address?
A: We must verify the physical address. We accept P.O. Box addresses as a courtesy to our customers, but we must verify residency. Thus, customers must provide some form of address verification (e.g., utility bill, lease agreement, etc.) and it must be written on the application on the Physical Address line.
Q 02. When we waive fines due to an item being found on the shelf, what selection do we use in the Paying Bills wizard in the drop-down menu?
A: You use ONSHELF when you are waiving fines for items found on the shelf. For waives that are provided as a courtesy or as part of a settlement agreement, you would use FORGIVEN.
Thank you, and please let me know if you guys have any further questions.
Sincerely,
MR
Monday, June 29, 2015
Q&A: Application Questions
Hello,
As stated in the staff meeting today, I am going to try to collect all questions staff may have about a process and/or workflow and post it - along with the answers - on the blog.
Again, if there is any contradicting information or if you attend a training/meeting in which a procedure has been revised, please let me know so that I can update this blog accordingly.
Q 01. If the name is the only thing included in the Parent 2 section of the application, do we enter it into Sirsi?
A: Yes, if a name is placed on the application, then the name should be entered into Sirsi. If an address is not documented on the application, it is assumed that the address is the same as the address on the application. However, staff should ask the customer filling out the application to write the address for Parent 2 on the application. The customer can even enter "Same" if the address for Parent 2 the same as the one on the application for the child and/or Parent 1.
Q 02. Do we enter information for Parent 2 if he or she is not present?
A: Yes. Parent 1 has the option of adding a second parent onto the child's account. The first parent (the one signing the registration application) is the responsible parent. The not-responsible parent (Parent 2) is placed on the account to allow the other parent - or any other adult - to access the account and utilize library services.
Q 03. How do you determine expiration dates for a youth cards (in particular for those about to become adults)?
A: A library card for a minor that is between the ages of 15-17 should have an expiration date that coincides with the date the minor child becomes an adult (i.e., the card would expire on their 18th birthday). If the default 3-year expiration date falls before their 18th birthday, then it can remain the same. So, for example, if 16-year-old John Doe (DOB: 05/21/1999) came to the library to get a card on 06/29/2015, the expiration date would be 05/21/2017 and NOT 06/29/2018. Staff are required to shorten the expiration date to coincide with the date the minor turns 18. Staff should make sure they are providing good customer service by alerting the youth and parent that the card will expire on the youth's 18th birthday.
As stated in the staff meeting today, I am going to try to collect all questions staff may have about a process and/or workflow and post it - along with the answers - on the blog.
Again, if there is any contradicting information or if you attend a training/meeting in which a procedure has been revised, please let me know so that I can update this blog accordingly.
Q 01. If the name is the only thing included in the Parent 2 section of the application, do we enter it into Sirsi?
A: Yes, if a name is placed on the application, then the name should be entered into Sirsi. If an address is not documented on the application, it is assumed that the address is the same as the address on the application. However, staff should ask the customer filling out the application to write the address for Parent 2 on the application. The customer can even enter "Same" if the address for Parent 2 the same as the one on the application for the child and/or Parent 1.
Q 02. Do we enter information for Parent 2 if he or she is not present?
A: Yes. Parent 1 has the option of adding a second parent onto the child's account. The first parent (the one signing the registration application) is the responsible parent. The not-responsible parent (Parent 2) is placed on the account to allow the other parent - or any other adult - to access the account and utilize library services.
Q 03. How do you determine expiration dates for a youth cards (in particular for those about to become adults)?
A: A library card for a minor that is between the ages of 15-17 should have an expiration date that coincides with the date the minor child becomes an adult (i.e., the card would expire on their 18th birthday). If the default 3-year expiration date falls before their 18th birthday, then it can remain the same. So, for example, if 16-year-old John Doe (DOB: 05/21/1999) came to the library to get a card on 06/29/2015, the expiration date would be 05/21/2017 and NOT 06/29/2018. Staff are required to shorten the expiration date to coincide with the date the minor turns 18. Staff should make sure they are providing good customer service by alerting the youth and parent that the card will expire on the youth's 18th birthday.
- A good way to determine if a youth will turn 18 soon is to use a calculator and subtract the birth year from this year. Another method is to save the record, reopen record in Sirsi, and view the calculated age. If the youth is 16 or 17, the privilege will need to be shortened. Depending on the birthdate, the privilege might also need to be shorten if the youth is 15.
Workflow Question Box
Hello,
I have added a workflow question box to this section of the blog as discussed in today's staff meeting.
It is not required that you submit your name or initials, but for those who wish to do so, the option is there.
Thank you.
Sincerely,
MR
I have added a workflow question box to this section of the blog as discussed in today's staff meeting.
It is not required that you submit your name or initials, but for those who wish to do so, the option is there.
Thank you.
Sincerely,
MR
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