[SEO-Updates] Open Office Hours Recording Link & Follow Up

[JMiley at library.ohio.gov]

Thank you to everyone who was able to join SEO's Open Office Hours last week. We look forward to hosting office hours again on Wednesday, March 30 at 10 am. Reminders and a link to the online discussion will be sent closer to the meeting date.



Here is the recording to the monthly maintenance report demonstration: https://my.nicheacademy.com/seo/course/44864<https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmy.nicheacademy.com%2Fseo%2Fcourse%2F44864&data=04%7C01%7CJMiley%40library.ohio.gov%7Cd3ad58920c824292c1c608d9fbae6fce%7C50f8fcc494d84f0784eb36ed57c7c8a2%7C0%7C0%7C637817548882215096%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=gFRdB6oNFqSj0ocJbxMMsIp8PbZONzwLnrUhjMV7%2FJw%3D&reserved=0>.



We received several questions during the questions portion of the meeting. The questions and responses are below:



Questions from Open Office Hours (2/24/2022)



I am going to be doing a presentation on how to use the catalog next month. Any tips or things I should really focus on?

  *   Point out not all items in search results belong to your library & demonstrate the item details screen to show the location of items
  *   Facets are great way to limit large search results



How long do you leave items as lost /paid or assumed lost?

  *   Depends on library procedure. Some libraries may want to remove them immediately, others may want to keep them in the catalog for a year in case they are returned. These items should be discarded by checking out to your XYZDISCARD user (where XYZ is your library code).
  *   Assumed lost items will stay on an account until paid or returned. Depending on library procedure, these items can be discarded after a certain period of time. However, to discard these items they will be removed from the user account and the associated bill will be canceled.
  *   Other statuses are automatically discarded after a certain period:
     *   DAMAGED: 12 months
     *   MENDING: 12 months
     *   MISSING: 4 months



Why do all the Hoolpa items not have summaries or other information?

  *   The SEO IT team reached out to SirsiDynix. The response from their support team: "There isn't an Excerpt type field that is delivered via the OverDrive/Hoopa API content, so it wouldn't be an option in Enterprise."



Is there an ability to search or download User Charge History (maybe in an upgrade version of WorkFlows)?  We offer a hold ordering and delivery service for our senior patrons who request it and must keep track of what items we have previously placed on hold.  (Obviously, we are committed to maintaining patron privacy!) Manually searching is labor intensive.

  *   It is doable, but not seamless. A knowledge base article<https://support.servingeveryohioan.org/support/solutions/articles/69000803676-printing-charge-history> has been created on how to print charge history.



How long should we leave items that are on the transit list? Do we just discard them if not found?

  *   Typically, SEO suggests checking the item out to your MISSING user after a claim has been put in for the item. However, with the transition to Priority Dispatch, please leave your items in transit until after this transition.



Is there a way to see what patrons have put on hold after it expires?

  *   Yes! Here is a knowledge base article<https://support.servingeveryohioan.org/support/solutions/articles/69000803674-displaying-previous-user-holds> explaining how to look up expired patron holds. They stay on the patron account for 90 days.





BlueCloud Analytics Purchase Alert

Here is a link to the recorded BlueCloud Analytics webinar<https://my.nicheacademy.com/seo/course/12349>. There is a demonstration on how to export the purchase alert into Excel at 14:15.



Can the Purchase Alert be sorted by adult, juvenile, young adult?

Because the purchase alert is based on the bibliographic record and not item records, it cannot be separated by age group.



PatronPoint Hold Notices

SEO has more visibility with PatronPoint notices. We can see when an e-mail was sent, when it was opened (depending on e-mail provider), and if it bounced.



SEO staff can provide this information for a patron on a case-by-case basis.







Until next time,



[cid:image001.png at 01D82EEE.CF1B5A00]
Jay Miley
Library Customer Services Manager, SEO Service Center
State Library of Ohio
40780 Marietta Road, Caldwell, Ohio 43724
Phone: 1-877-552-4262
Fax: 1-800-446-4804
servingeveryohioan.org

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