patron services

pages/posts related to patron service; opac, comcat, overdrive

NoveList_Plus_Flyer_ILoveBooks_Romantic Do you know as a patron of a SAILS member library, you have access to the terrific reader's advisory tool, Novelist? Since we have NovelistPlus, content spans all ages! The subscription started on July 1st and in the Enterprise catalog, you can go to the item details page and view the added content from Novelist. You can also go direct to Novelist. We currently have a page on the SAILS website you can log in after selecting your library. Here is the page: https://wp.me/P6JtVr-2iQ. There is also a powerpoint tutorial showing available features.

Managing Message Boards in Your Library

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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/

Commonwealth Catalog

Comcat CatStaff Login: 

URL:  https://commonwealthcatalog.org
Choose your library from the list to login
All libraries log in to the system using the username: ill staff (with space)
*If you need your password, please contact SAILS (support@sailsinc.org)

Staff Requesting on Behalf of a Patron

  1. Log in as staff
  2. Go to item record and click Request. Staff will be prompted to search for the desired patron.
  3. Note: A patron must have logged to ComCat in at least once in order for them to appear in the patron selection list.
    • Select a patron.
    • The request form will appear with the patron’s information
    • Click Submit to send the request.
  4. When Staff request on behalf of a patron:
    • The request is automatically approved and sent out, even if the patron’s account is set to require staff approval
    • Staff can override the “Duplicate Request” message – submit more than one request for the same item
    • Staff can override if the item is available in their local system

Overdrive Help Form

Please use this form for reporting questions and problems regarding our downloadable book service.

Having trouble logging in? 1st try entering your password in all CAPS or reset your password using the password reset request.

Overdrive has online help to guide you through finding answers to common problems.

If you received a message that your card has expired, please contact your library.

**Note - these requests are usually handled during normal business hours (M-F, 8-4).

Please go to our PIN Reset Form and a recovery link will be emailed to the email address in your library account.

Thank you!

Account Update Form

Please use this form to let us know how you would like to be contacted for overdue notices and available holds.
If you forget your password / PIN to log into Enterprise, there's a "forgot my PIN/Password" option, but you must have an email address in your record. You can use this form to request your email be added.

Options:

Telephone call (Automated voice notification) - A recorded voice will leave a message. The message will indicate where the item is being held and how many items are being held but will not give the title of the reserved item or the name of the person for whom it's being held.

Text Message (SMS) - Messages are sent when reserved items are available for pickup and after they are overdue.

Email- Messages are sent when reserved items are available for pickup, before items are due to be returned and after they are overdue. If you choose this method, please be sure that you check your e-mail regularly. You must also configure any spam blocking program to accept messages from sirsi@salp.sailsinc.org. If you are already receiving email notices, the only change will the addition of overdue notices instead of getting the paper notices in the mail.

First
Last
* (For text messages, phone service provider may charge fees)
You may also use this space to alert your library that your mailing address has changed.

User Services

Enterprise

» Help files can be found within Enterprise in the upper right corner.
» Also, visit the FAQ page in Enterprise for workarounds, known issues, browser compatibility, and training videos
» Patron brochures
» Logins - for each library's Enterprise instance

Overdrive

» Common solutions - Patrons often have the same issues when they upgrade or begin using Overdrive. Here are several solutions to fix these.

» Overdrive Training Center - Planning a training class for users of your OverDrive service? Download OverDrive’s presentation template to get started. Also review training produced for staff. (Overdrive produced)

» Compatible eBook reader chart - A complete list of library eBook-compatible devices. This file can be printed and distributed, and is particularly helpful to customers who are in the market for a new device. (Overdrive produced)

» Identifying Titles your Patrons Have on Hold in OverDrive-This guide is designed to help you identify items your patrons have on hold in OverDrive. This can be helpful in collection development.

» patron handouts

Envisionware

» System preferences (pc res) - from the 3.4 manual
» Contact SAILS if you need the login to the Envisionware support site.

Workflows

» Searching in Workflows - Tips and tricks for using Item Search & Display Wizard to better find just what you're looking for to research items and place holds.

» Searching Handout - A quick reference guide for using Item Search & Display as a reference tool.

» Requests - You are no longer able to process patron requests through Workflows. Patrons can email you via a form on Enterprise as a replacement.

TumbleBooks

Add a link to Tumblebooks on your website.

  1. Find your library on this list
  2. Right click on your library and left click on "copy link address"
  3. paste the URL on your website so your patrons can automatically log into Tumblebooks.

Log into your library's tumblebooks account and click on "TumbleAdmin" at the bottom of the page. See your stats here and go to "downloads" to get graphics.

Newsletter Archive

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Patron Brochures

BC Mobile

View patron info page
SAILS Mobile Marketing Materials

Patron Brochures/Materials

*Note: Please feel free to customize these brochures to your specific library.

SAILS Produced Enterprise Handout - screenshot of Enterprise home page and a full detail record.

Overdrive Materials

SAILS Produced Virtual Catalog Brochure