Circulation Set-up Checklist
for Prospector I.I.I.-based Libraries
Prepared by : Jim Farmer
Last revised: July 20, 2000
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Prospector set-up Checklist items |
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1 |
Read
the Prospector circulation policies online. http://www.coalliance.org/prospector/circpolicy.html Also
review the latest release INN-REACH manual (on CD-ROM). |
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2 |
Fill
out profile sheet IR-CAT-C3; Mapping circulation status codes. Your local status codes are translated in
Prospector; therefore; you must be sure that all of your existing status
codes will display in Prospector as you want them too. If your status codes to not translate
properly, then status code changes will have to be made in your local system
to accommodate. Prospector status
codes are available online at: |
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3 |
Fill
out profile sheet IR-CIRC-L1; Patron verification. This profile sheet asks you to fill out the index tag from the
patron record to be used in verification and whether or not your institution
prefers the use of a PIN number in conjunction with this verification. |
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4 |
Fill
out profile sheet IR-CIRC-L2; Report generation lengths. This profile asks you to fill in the
number of days you prefer in order to generate these reports locally. Default is 3 days. Recommended length for Returned Too Long
is 8 days. |
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5 |
Fill
out profile sheet IR-CIRC-L3; ITYPE mapping.
Map your local ITYPES to Prospector ITYPES. All local ITYPES from 0-255 must be accounted for in this
mapping even if you do not all of these locally. Prospector ITYPES are available online at: |
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6 |
Fill
out profile sheet IR-CIRC-L4; PTYPE mapping. Map your local PTYPES to
Prospector PTYPES. All local PTYPES
from 0-255 must be accounted for in this mapping even if you do not all of
these locally. Prospector PTYPES are available
online at: |
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7 |
Fill
out profile sheet IR-CIRC-L5; Library Pickup Locations. Choose display and print names, physical
delivery stop and location codes for each holdshelf location you are offering
to your patrons locally as pickup points. |
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8 |
Send
all 5 profile sheets to the Alliance office for verification and sign-off. |
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9 |
Begin
preparing your local system after profile sheets are signed-off. First step is to add all other Prospector
library branch codes to your branch tables.
Prospector libraries and associated branch codes are located online
at: |
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10 |
Add
Prospector PTYPES to your local PTYPE table |
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11 |
Add
Prospector ITYPES to your local ITYPE table |
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12 |
Add
Prospector PTYPES to your local BLOCK table.
This must be configured the same way across all Prospector libraries. Please use the set-up available at: |
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13 |
Add
INN-Reach STATUS codes to your local STATUS table. These include: @, #, %, _,
&, (, and ). |
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14 |
Enter
local texts for Prospector notices:
You will need texts for: ¨Overdue notices (both
local and institutional) ¨Billing notices ¨Cancellation notices (Do
you print cancellations? If not, your
patrons will not be informed when a Prospector item cannot be delivered by
any of the participating libraries) ¨Pickup notice ¨Cancel pickup notice ¨Adjustment notice The
number and wording of each text is allowed to be defined locally to parallel
your current policies for notifying your patrons. |
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15 |
If
you do not already use local paging slips, enter the text for local and
Prospector paging slips. You also
need to turn on this functionality in the SYSTEMS OPTIONS menu under
C>Circulations options under #50 Pageslips. Ê Paging slips default to
printing 66 lines per sheet of paper.
If you are planning on using a laser printer, please send an email to
the helpdesk to configure your paging slips for 60 lines. You may also configure individual login
groups if some groups use laser and others use form-feed. |
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16 |
Enter
and configure the generic Prospector Loan Rules in your local Loan Rule
table. There are three Loan Rules to
add: ¨Institution-to-Institution ¨Point of checkout to
Patron ¨Non-circ specific for
Prospector To
configure these locally, you will need to enter: ªMax. # of overdues you
will be sending ªTimes for each overdue
notice ªText for each overdue
notice ªDivide the $25.00 service
charge into the appropriate categories of replace process fee and/or replace
service charge based upon your local billing/bursar/audit requirements. ªBill message ªAdjustment message These
generic Prospector Loan Rules are available online at: <ENTER
WEBPAGE ADDRESS WHEN READY> |
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17 |
Enter
and configure the LOCATIONS, PTYPES, ITYPES and Prospector Loan Rules into
your local Rule Selection Table. The
LOCATIONS are the branch codes of the other libraries and can be wildcarded
using 9*. The 200-level PTYPES and
ITYPES need to be accounted for, including the testing types, in the Rule
Selection Table. A sample Rule Selection
Table is provided online at: <ENTER
WEBPAGE ADDRESS WHEN READY> |
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Once
all of these tables have been successfully entered and proofed in your local
system, you are ready to contact the Alliance to arrange for training. |
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19 |
Once
training is completed, contact the Alliance to arrange for a testing partner
or partners to begin the testing phase.
Some specific recommendations/hints for testing are located online at: <ENTER
WEBPAGE ADDRESS WHEN READY> |
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20 |
Obtain
supplies for physical processing of loaned materials. Bookbands are optional. Most libraries are using bookbands for
circulation purposes, i.e. placing a bookband on an item waiting on your
local holdshelf for one of your patrons.
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21 |
Adjust
menus. INN-Reach menu additions to
your INNOPAC default to a single location on your ADDITIONAL CIRC FUNCTIONS
menu. Before going live, you may want
to move some menu options to other locations for ease in use. |
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22 |
Visiting
patron. Inform the Alliance whether
you plan on using this option. |
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23 |
Printing
bills. Printing bill notices for
INN-Reach items must be done by selecting PREPARE ALL NOTICES. If you prefer to print bills by login
groups, you need to configure a login group for all of the 9-prefixed
Prospector locations in your branch table.
Otherwise, these will not print. |
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24 |
Read
the policies for billing and for financial reconciliation/obligations between
institutions. These are available
online at: <ENTER
WEBPAGE ADDRESS WHEN READY> |
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25 |
Read
information on statistics/web management reports—local and central. |
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26 |
Test
all other institutions’ barcodes using your barcode readers. A compilation of sample barcodes is
available from the Alliance office. |
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27 |
Sign-off
on testing phase. Ready to circulate
on Prospector. |
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28 |
Join
the Prospector Document Delivery Listserv. |