cataloging

cataloging pages

Meeting Minutes

SAILS Board & Membership Meetings

November 2023
October 2023
September 2023
August 2023
June 2023
May 2023
April 2023
March 2023
February 2023
January 2023
December 2022
November 2022
October 2022
September 2022
August 2022
June 2022
May 2022
April 2022
March 2022
February 2022
January 2022
November 2021
October 2021
September 2021
August 2021
June 2021
May 2021
April 2021
 February 2021
 January 2021
December 2020
November 2020
October 2020
September 2020
August 2020
July 2020
June 2020 Annual Meeting
May 2020
April 2020
March 2020
February 2020
January 2020
December 2019
November 2019
October 2019 Special Meeting
October 2019
September 2019
August 2019
June 2019 Annual Meeting
May 2019
April 2019
March 2019
February 2019
January 2019
December 2018
November 2018
October 2018
September 2018
August 2018

We Heard You! – Training for FY19

One comment we received a couple of times on our last survey was why the SAILS staff can’t come out to libraries and do onsite training, since staff can’t easily get to our offices. Well we love coming to libraries to train! There are many benefits doing training at the library. The main one is that everyone at the library hears the same information. Procedures are done because “we’ve
always done it that way” and you may not know there are other ways of doing what is being tried. Maybe there’s a more efficient way of doing it or  sometimes we hear of a frustration point at the circ desk, for example, and it turns out something isn’t working properly because the properties at the workstation need to be changed. Being onsite often brings out these
issues, since being at the place it happens triggers the memory of what’s happening. We can also help you change your properties if we’re there and can also see examples of what’s happening and better troubleshoot.
If having us come out and train your staff sounds good, we have a form online at:
https://sailsinc.org/training-request-form/
We will need the approval of the director to train onsite but the form is open to anyone and can possibly get a conversation going if you’re not quite ready to schedule the time. If you have any questions or concerns, please email support@sailsinc.org.

Changes to Discard Procedures

We have received requests from time to time for a list of titles that have been discarded by a library.  Under our old procedures we often couldn't provide a full list because the system was removing discarded titles once a week with a few exceptions.
Starting July 1, 2018 we will be changing our process.  This will not affect how your staff members set items to discard.  Discarded items will be shadowed.  The only change is that titles will remain in the system until the following month.  You will receive a list of titles discarded in the previous month.  It will be your  responsibility to maintain a record of titles that have been discarded after you receive that list.  Those titles will be permanently removed the week after the list is generated.
This will allow you to track the actual titles being discarded without burdening the system with storing too many titles no longer in the system.
Please note if you have already requested that we not remove your discarded titles until you request it we will continue following those directions.
Please let me know if you have any questions.
Sincerely,
Deborah K. Conrad, Executive Director

Training Opportunities

» SAILS Calendar - sign up for training offered at SAILS
» Workflows Training is available online through Mentor from SirsiDynix. Contact support@sailsinc.org for a login.
» Request for Specialized Training for my Library ** 
» Training Checklist
» Essential circ skills
» Intro to Workflows
» Properties - copying from another PC
» Special circ functions
» Standalone Client - instructions for using Workflows off-line

Cataloging Training requirements

New staff members who are going to be doing any type of bibliographic data entry are required to attend the SAILS data entry training. See the network calendar for training opportunities.
Approved on 04/2002

BC Analytics

Using the weeding report template to run a report (recording of the SAILS demo)
Hour long training on general BCA use (recording of the SAILS training)

Google Workspace  training videoslots of videos showing detailed information on how to use all aspects of the Google Apps suite.
Google Workspace video, from the SAILS online workshop

Searching in Workflows

» Searching Workflows - tips & manual
» Item Search & Display - simple view of copies
» Item Search & Display - print all search results
» Searching for Circulation training video of the SAILS training

OverDrive/Libby Basics Webinar

Watch the webinar here

OverDrive/Libby Marketplace Webinar

Watch the webinar here

Problem Item Form

Thanks to Melissa Campbell for suggesting the use of this form for items being returned with a problem.   You may use this customizable form for when you check in an item and you need to alert the library where the item is headed that there is something wrong with it. Maybe it has a part missing or damaged and the receiving library will know right away.  It is in Word Format so you save the form with the name of your library in the space that has From **your**  Library. It is possible to use the check-in notes to achieve the same thing but that does require that the library staff member discharging the to item to read the note and sometimes you may not want to discharge the item until the problem has been solved. The form is posted here https://sailsinc.org/circulation-desktop/circulation-forms/

General Workflows Request Form

If you have any questions on how to answer the following questions, please do not hesitate to e-mail us at: eservices@sailsinc.org (For library staff only)

General Workflows Request Form

Last Patron Request

Note: We can only go back 2 patrons and only 12 months in the past.

Weeding Report - Collection Development

Code Request

Restrictions

Please check if the code is already in the system
- Item Cat1
Locations

Please use the fields below to either request an existing code be added to your available codes, request a new one be created for you.

Item Category 1
Location

Use this Google Form to request your updates.

SAILS Help Desk

Your case has been submitted. You can either enter another issue or go back to the SAILS staff site.

Please use the form below to submit your trouble ticket to SAILS. Someone from the SAILS staff will contact you with any follow-up questions. Our office hours are M - F, 8 am - 4:30 pm. If your ticket is received off-hours, we'll contact you as soon as possible. Call us at 508-946-8600 x1 on weekend & off-hours only if you can't connect to Workflows on any computer at your library.








SAILS Help Desk

Welcome to the SAILS Support Help Desk!

Please use the form below to submit your trouble ticket to SAILS. Someone from the SAILS staff will contact you with any follow-up questions. Our office hours are M - F, 8 am - 4:30 pm. If your ticket is received off-hours, we'll contact you as soon as possible. Call us at 508-946-8600 x1 on weekend & off-hours only if you can't connect to Workflows on any computer at your library.








Cataloging Error Reporting Form

Duplicate Title Report

incorrect Title

Incorrect author/illustrator or main entry

Other problems

Library Of Things File Upload

Maximum file size: 33.55MB

The file name must be the title control # of the record. - PNG or JPG accepted.