WEBVTT 1 00:00:00.450 --> 00:00:01.350 The also know that 2 00:00:02.669 --> 00:00:03.659 Chair of that film. 3 00:00:05.759 --> 00:00:07.710 We have Kevin Phillips number 4 00:00:08.760 --> 00:00:09.179 She 5 00:00:16.230 --> 00:00:18.119 Started as soon as the recruiting 6 00:00:20.310 --> 00:00:37.320 Okay, so I'll be doing the missing portion of searches and close that we do at Public Library. Do you have any questions, if I'm going too fast, please stop me. Tell me slow down. If there's a question about what I'm doing and you're saying, I think that that would you guys 7 00:00:38.370 --> 00:00:41.130 Try to, you know, this is how we do it at 8 00:00:42.180 --> 00:00:51.720 Celtic forces. So first thing and have to do is actually have a item that is missing. So 9 00:00:52.530 --> 00:01:04.380 You can, you know, someone comes up to you and they say, I couldn't find this book, you can just really do a quick missing toggle search by looking it up by physical title by title column number barcode and just 10 00:01:05.670 --> 00:01:06.810 So here to item. 11 00:01:07.830 --> 00:01:09.210 And toggle it missing. 12 00:01:11.880 --> 00:01:16.800 So now we have a missing missing out on that we can now start this whole search 13 00:01:19.380 --> 00:01:24.510 So this is how ideally are stacked maintenance coordinator would do we do searches. 14 00:01:27.300 --> 00:01:27.540 Here. 15 00:01:28.860 --> 00:01:31.590 By doing an advanced search under physical item. 16 00:01:33.780 --> 00:01:37.680 And looking for the process type of missing so 17 00:01:38.730 --> 00:01:39.480 Process type 18 00:01:44.820 --> 00:01:47.220 And then you probably want a modification date. 19 00:01:50.130 --> 00:01:52.890 Everything that was after 20 00:01:53.970 --> 00:01:54.720 A week ago. 21 00:02:05.370 --> 00:02:14.460 And then also, just in case, other people are doing searches. I don't know that this might happen, but I want to make sure that we have the where we put our 22 00:02:15.090 --> 00:02:30.570 Searching messages we use internal note to that's one thing you want to talk among all your library, folks, is what notes you use in which areas, maybe divvy them up for certain things and so internal it was given to 23 00:02:31.590 --> 00:02:38.130 Circulation to use for searches. So no one's ever going to put anything in there and no one's ever going to flip any messages in there. I hope 24 00:02:39.660 --> 00:02:42.960 So then we'll just go see the internal note two 25 00:02:44.100 --> 00:02:45.060 Is just empty. 26 00:02:50.640 --> 00:02:55.350 And then when you do that, you're going to get a list of I'm so you can go search 27 00:02:55.830 --> 00:03:06.090 Um, if this is the first time you're creating a search, you might want to save that query and pilot like missing search initial so this will be like the initial searches that you do. 28 00:03:06.780 --> 00:03:17.490 And then later if it's some people like my maintenance corners like to do more until house searches were the first time is doing it the second, the third, and then 29 00:03:18.300 --> 00:03:24.060 Later on, you can do every so often, maybe once a month, do a six months search everything that's been missing for six months. 30 00:03:25.200 --> 00:03:25.590 So, 31 00:03:26.850 --> 00:03:31.260 After this you could obviously export to Excel. 32 00:03:32.760 --> 00:03:34.470 But we all know that it is 33 00:03:36.450 --> 00:03:38.670 Way too much information that you need to hide. 34 00:03:41.880 --> 00:03:47.940 And that's that can be a pain that always hide everything. So if you don't to 35 00:03:51.570 --> 00:03:55.740 Do an export to Excel, you can also have a design analytics, which is what I have 36 00:03:57.180 --> 00:03:57.960 Over here. 37 00:04:06.630 --> 00:04:08.790 Conditional certainly through the initial searches. 38 00:04:11.280 --> 00:04:13.530 And I have it set up to give me 39 00:04:15.480 --> 00:04:20.730 Just the process type is missing the barcode the permanent column number, the location and the title. 40 00:04:21.270 --> 00:04:32.400 And possibly temporary location, just in case it's on display or something like that. You want to go check you know maybe a book display or something where it might other you know other areas where might possibly be. 41 00:04:33.750 --> 00:04:41.790 Also what I do here is I have this little timestamps so this is giving me always missing items of the last week. 42 00:04:42.570 --> 00:04:58.650 And what I also did was I created a we covered this yesterday in the analytics created a scheduled report. So this is actually emailed to the coordinator every Monday. So he didn't care. He has this Excel list ready to go. 43 00:04:59.820 --> 00:05:00.450 In his email. 44 00:05:03.330 --> 00:05:07.980 And so this is what the results like much better than that Excel list that 45 00:05:09.000 --> 00:05:10.140 Would go into the facts. 46 00:05:11.280 --> 00:05:12.030 You wouldn't meet 47 00:05:14.460 --> 00:05:23.700 You and happily. I was just getting both option. I think actually that's what my second coordinator does. And I want to tell him this year. So I'm trying to convince me that 48 00:05:24.240 --> 00:05:34.230 The only thing that this would have the day lifetime exactly as we all know, this will not include the previous day's items that she was after she wears 49 00:05:35.760 --> 00:05:45.120 That one disadvantage, but it would get picked up in the next search. So, if you don't mind, you're searching, you know, for things a little bit later. That's totally fine, especially as it did it on a Monday. 50 00:05:46.140 --> 00:05:50.190 We're less getting Mark Yeah, exactly. So then 51 00:05:51.510 --> 00:06:03.750 Once you've sent the students to the stacks. Let's say they come back with a few of the book. Some, some people like come back with bookstores. They have like an extended list, maybe they just put a checkmark next to the one that 52 00:06:04.770 --> 00:06:14.760 They found my corner like for them to actually come with a book, so he can confirm this, is that book. It's not, you know, a different copies, when you are working quite 53 00:06:17.880 --> 00:06:21.840 hard for us to find the by hydro they're up and down, up and down. 54 00:06:23.070 --> 00:06:30.990 When you export to we would export this so and so it would, are you starting at a here or is sorted by 55 00:06:32.220 --> 00:06:40.380 Sort of the color work don't work. And yeah, the LLC number is doesn't really work and then Michael yeah I 56 00:06:42.060 --> 00:06:43.050 Mean you can 57 00:06:44.340 --> 00:06:57.210 Sort by column number here and in before you export it to excel. I have seen glitches with that. So there's some things that are out of order. And I can't figure out why. 58 00:06:58.980 --> 00:07:03.330 But it didn't have better doors. Initially, then what you need to do and 59 00:07:04.350 --> 00:07:05.970 To get those work correctly. If I 60 00:07:06.990 --> 00:07:07.590 Hear 61 00:07:08.760 --> 00:07:10.440 Quotations won't 62 00:07:12.240 --> 00:07:12.540 Follow 63 00:07:14.310 --> 00:07:15.570 Can below patients have 64 00:07:18.330 --> 00:07:21.570 A different dynamic. Yeah, that's also one of the issues with 65 00:07:25.350 --> 00:07:26.400 All them rather than noise. 66 00:07:27.480 --> 00:07:27.960 For about 67 00:07:34.380 --> 00:07:39.810 Okay, so as readable and it recorded. I mean, I know it's like one step. 68 00:07:41.550 --> 00:07:44.130 And normally, our lives. I mean, 69 00:07:45.450 --> 00:07:53.190 We don't have a lot of items are all right next to each other so you know it's it's not too big of a deal. But yeah, that's probably I'm probably on it. 70 00:07:55.050 --> 00:07:59.280 For neither actually for these larger like technical migration searches. I'm sure that would actually 71 00:08:02.490 --> 00:08:03.330 So once 72 00:08:06.090 --> 00:08:09.210 You're see here. Let's say you've 73 00:08:10.350 --> 00:08:12.420 You've found the item. 74 00:08:14.310 --> 00:08:15.750 And say, bring it down. We just caught 75 00:08:17.970 --> 00:08:18.330 Nice. 76 00:08:24.060 --> 00:08:27.930 Okay, so if you found that you just go to scanning items. 77 00:08:35.010 --> 00:08:37.800 And you know just re shelves it right back to the 78 00:08:38.970 --> 00:08:42.090 To the stacks. You're good to go. Now, for all the items where you didn't 79 00:08:43.530 --> 00:08:48.960 You didn't find that you can do. You can do a couple different ways. They where did it go 80 00:09:05.940 --> 00:09:07.800 You can put the message. 81 00:09:19.170 --> 00:09:19.680 Just put 82 00:09:34.890 --> 00:09:37.440 The other thing that you can do is 83 00:09:40.500 --> 00:09:53.190 Upload a set by just the bar codes that were not found and just run a job inserting that message into each one in that will be just as good. So if you have a lot, you know, let's say you're doing a large tech 84 00:09:54.510 --> 00:10:05.520 Technical migration search with which we've recently done, we would just we have like 300 barcodes. You just upload it, making sure that the header says barcodes, and he just have that one. 85 00:10:07.650 --> 00:10:13.500 That one column and then just go to the job information update probably just showed. Sorry. 86 00:10:32.040 --> 00:10:32.160 An 87 00:10:34.650 --> 00:10:35.250 Architect 88 00:10:42.870 --> 00:10:46.500 Then I would just go down here just to the field that I'm changing 89 00:10:53.820 --> 00:10:54.090 Please. 90 00:10:58.200 --> 00:10:58.650 Make sure 91 00:11:01.890 --> 00:11:04.080 To the one that I'm changing 92 00:11:08.250 --> 00:11:08.640 Sure. 93 00:11:10.290 --> 00:11:18.060 And I always like to do these on itemized list to make, you know, if I did mess something up, like we said earlier, you can go back and maybe six whatever you might have messed up. 94 00:11:19.380 --> 00:11:22.830 So now if we go to Manage set 95 00:11:44.070 --> 00:11:59.220 Right now there's one at least that has an internal note too that was that actually has something in it. So this is a logical set that will change as as we're going and then you could go as you do the searches or one complete to complete 96 00:12:00.390 --> 00:12:07.320 And you can have them as an analytic like we showed earlier, or I have just set for each one that you could easily print up 97 00:12:11.280 --> 00:12:13.380 Placing them now. Yes. 98 00:12:14.850 --> 00:12:15.120 Yes. 99 00:12:19.980 --> 00:12:23.100 All the time results are members or whichever 100 00:12:25.530 --> 00:12:27.090 So these all now have that 101 00:12:28.740 --> 00:12:29.970 That internal look to 102 00:12:33.360 --> 00:12:34.260 Search. Once complete, 103 00:12:35.460 --> 00:12:48.240 And you can always create an analytic as well that's looking for, just give me missing items that have that search. No. And you can just do them all at one and then you do that until you basically are doing searches. 104 00:12:49.560 --> 00:12:56.610 Probably want to do one like six months later to say okay with search works for six months and our collection development library. Take a look. 105 00:12:57.120 --> 00:13:12.030 So you would just do it that that is that has the internal note to saying search three complete and everything that was for six months ago. So again, and Analytics, you can have a running analytic that six months ago, or 106 00:13:13.350 --> 00:13:19.500 A man's set that says six months ago. And then once you do that, you have a couple of options. 107 00:13:20.610 --> 00:13:22.740 You can put defend term note too that says 108 00:13:23.820 --> 00:13:34.260 You know all searches complete and you're selectors can run a lift off of that internal note or you can put it into a location that suppressed now. 109 00:13:35.340 --> 00:13:46.950 If you want to put into location that suppressed that's, you know, probably good for the user, because they won't be you know think that's something there. But if they actually find it then then that becomes problematic because 110 00:13:48.000 --> 00:13:55.080 The person who's checking it out. We'll have to make sure our checking it back in that they make sure that they changed that that location. 111 00:13:56.760 --> 00:14:02.190 So that's just as like call workflow call that you would want to, you know, talk to your, your staff about 112 00:14:03.900 --> 00:14:09.270 Really quickly show you how what you know. Let's see if you go to 113 00:14:20.010 --> 00:14:22.110 Making sure that the library level. 114 00:14:24.045 --> 00:14:26.340 Here in physical location. 115 00:14:27.630 --> 00:14:34.410 You can just create a location that suppressing discovery and is titled, we have one that missing. 116 00:14:42.900 --> 00:14:50.850 And we just click right here for suppressed from discovery, so that it no longer will show up and in one search when someone's looking for it. 117 00:14:53.610 --> 00:14:54.240 faintheart 118 00:14:56.100 --> 00:15:02.550 Title actionable rate up. It's just once they find it. And yet, fill in your in your one 119 00:15:05.730 --> 00:15:06.900 And that's why I think 120 00:15:07.920 --> 00:15:08.190 That's 121 00:15:09.300 --> 00:15:14.550 Yeah, and I think what we ended up doing what most of us end up doing. 122 00:15:15.810 --> 00:15:33.960 Is the search is complete, no internal and have the selectors withdraw it once or act upon it, like the order another copy. So, and actually I think we have, we put our course reserves and you know the instructor copies that we create a records for and they 123 00:15:35.880 --> 00:15:42.120 Said of the leading the whole record out of our system. It's probably coming back another quarter we have been in 124 00:15:43.830 --> 00:15:52.230 Every location, but our primo people are actually able to change the configuration so that there's no like holdings, or something available show a 125 00:15:55.680 --> 00:15:59.700 Day. That's that they show up because we have that same issue with 126 00:16:03.810 --> 00:16:05.490 Anybody have any questions. 127 00:16:11.100 --> 00:16:16.770 Or something, and you have that you're trying complaint or complaints somebody brings it up to the death. 128 00:16:18.180 --> 00:16:21.270 It'll check it out to them. They'll pick it off for missing. 129 00:16:22.740 --> 00:16:24.420 That note in terminal note. 130 00:16:25.590 --> 00:16:31.050 It wouldn't. So basically what you would have to do and I'm just realizing this 131 00:16:32.400 --> 00:16:33.600 Is look for 132 00:16:35.100 --> 00:16:37.110 You run the list. You can see if it's 133 00:16:38.340 --> 00:16:47.220 Because it will take it out of missing you can look for items that are no longer process time missing and all still have that no and do a cleanup. 134 00:16:49.980 --> 00:16:54.870 Yeah appear like a periodical port that probably sends you okay, send me anything that 135 00:16:56.160 --> 00:17:10.770 No longer has process is missing, but still has an internal low of any of those. And then you could probably catch up pretty quickly do it on and you could make that into it mindset yeah there or you can do it in analytics and have it run periodic. Yeah, that's what I was 136 00:17:12.750 --> 00:17:13.050 Yeah. 137 00:17:15.480 --> 00:17:24.630 So you did three call it, you're missing item. It's just not even just, yeah, yeah. Sure thing. So you do three searches. So you do them like one week apart. No. 138 00:17:25.920 --> 00:17:26.520 There. 139 00:17:27.930 --> 00:17:44.040 So it really depends on the corner. It's usually a Monday, Tuesday, Wednesday, I feel for three days in a row. Yeah, it's usually something like that. It comes into work. So, where he might have a short creative that can do a quick 10 items search 140 00:17:45.660 --> 00:17:47.400 For your for your eyes and how many 141 00:17:48.810 --> 00:17:56.970 We found that now that when we're doing the converts resource sharing for adult find it and market missing. We're missing list is getting a little bit 142 00:17:57.630 --> 00:18:05.910 Because we're actively searching for these items, much more than not, the patrons know a lot of times they're telling us that it was missing. It's or so. Right. 143 00:18:10.710 --> 00:18:14.580 Yeah, you immediately market Pedro comes and 144 00:18:15.720 --> 00:18:18.600 Find the common market missing right away, or do you do 145 00:18:20.280 --> 00:18:24.480 Right away to go live or it be better. Yeah. If they don't find it then you had it. 146 00:18:26.070 --> 00:18:33.720 Really depends on how many students you have, like, what's your staffing is available at that moment, if you think that it might be just that user error I would usually 147 00:18:34.200 --> 00:18:48.450 send some enough to go quickly look for it. But if they really wanted to get it to refer sharing and we just want to market missing really quick that that might be a reason why we decided to market missing and let them know requested to resource sharing 148 00:18:50.070 --> 00:18:50.700 For us. 149 00:18:58.650 --> 00:19:03.120 We could all the requests for it. So in case someone in my hand. I'm 150 00:19:04.440 --> 00:19:08.970 Not able to get out. So then also 151 00:19:11.460 --> 00:19:13.410 We need a different pair of that I 152 00:19:14.730 --> 00:19:17.460 And one person doesn't see it another person. 153 00:19:18.840 --> 00:19:20.220 And then you do have a some 154 00:19:22.080 --> 00:19:22.920 Excellent. So 155 00:19:24.090 --> 00:19:25.710 They are homework and find 156 00:19:27.360 --> 00:19:28.380 A word to them. 157 00:19:29.580 --> 00:19:33.360 And so many native Valley. 158 00:19:36.210 --> 00:19:36.810 If you want 159 00:19:39.660 --> 00:19:41.160 We can just mark. 160 00:20:11.190 --> 00:20:14.010 I'm just going to stop sharing real quick. 161 00:20:15.240 --> 00:20:15.630 Setup. 162 00:20:45.000 --> 00:20:47.160 Things they put all our like 163 00:20:48.840 --> 00:20:53.520 Thing that someone might want to use the library links to them on about speech. 164 00:21:05.130 --> 00:21:10.530 We're back up and running here. So I'm going to go over claims return searching 165 00:21:12.150 --> 00:21:17.040 A lot of this might be redundant, but just play along with me. 166 00:21:19.215 --> 00:21:32.910 So the first thing you need to do when somebody says that an item has they have checked out, we thought they returned is go into their record and this is my test records to there's no 167 00:21:34.050 --> 00:21:35.100 Purpose. She's here. 168 00:21:36.135 --> 00:21:45.960 To click on all loans and Mary has says that she's returned the rules of magic and how dare we still have this check 169 00:21:47.220 --> 00:21:52.800 So, first thing we can do is go in and just market as claims return in this action menu here. 170 00:21:54.120 --> 00:21:58.500 It brings up an option to put in a note and you can if you'd like. 171 00:22:00.750 --> 00:22:04.590 So let's see. She says she turned it in last week. 172 00:22:11.040 --> 00:22:30.870 So now that you've put in this note there's only two ways you can go back and see that no one is in the patrons records here. It's now shows as a loan Note. I'm in the other way is an analytics, which I will show you when I get there. So from here we can you note. 173 00:22:34.350 --> 00:22:40.800 And of course, you can see there's a history here as my test record. So I have several of the journal 174 00:22:45.570 --> 00:22:48.690 But this might, you know, give you some information. 175 00:22:49.980 --> 00:22:54.240 While you're answering questions at the depth for the patrons. 176 00:22:56.160 --> 00:23:09.030 Please interrupted. Anyway, with special note i remember correctly alone is resolved those notes, go with it. Yeah, so that's not an abuser record up just attached to this. Yeah, it is correct. 177 00:23:10.350 --> 00:23:13.740 Um, you can also put notes in the user record. 178 00:23:15.180 --> 00:23:18.690 About the search is that's what you would like to do as well. 179 00:23:20.310 --> 00:23:20.760 So, 180 00:23:21.930 --> 00:23:25.860 For the sake of the next section I'm going to mark this item last here. 181 00:23:26.970 --> 00:23:36.000 Because oftentimes now our patron don't know that this is still checked out to them until they get that bill that says they owe us money. 182 00:23:40.650 --> 00:23:44.310 Yeah, I didn't quickly because they'll show it later. Oh, but it's been only ok 183 00:23:46.740 --> 00:23:47.100 So, 184 00:23:48.780 --> 00:23:51.450 Now she just got the email. Hey, 185 00:23:52.650 --> 00:23:59.550 I owe you money. But no, I turn that book in. So there's two options, things that you can do. 186 00:24:00.900 --> 00:24:03.630 I'm going to go actually out of sync with 187 00:24:05.520 --> 00:24:11.010 The first option is you can leave it in last status and go into the item record. 188 00:24:12.600 --> 00:24:21.780 And use one of the search field that you, but they have already been in here. You've negotiated with the other departments in your library. 189 00:24:22.500 --> 00:24:34.110 So save. I've been allocated internal note one. So that's the one I'm using for my searches and you can put in. This is the note that I put in for testing. But if you want to do the search, search notes. 190 00:24:35.880 --> 00:24:39.780 That Kevin just demonstrated, that's something that you can do as well. 191 00:24:42.630 --> 00:24:44.640 I will cancel that. And then 192 00:24:46.590 --> 00:24:53.790 When they get into the next step. There's ways of finding these items so that you can create the search for that. 193 00:24:56.070 --> 00:25:00.480 And then the other one is to just market as sounds 194 00:25:02.700 --> 00:25:04.740 This has some 195 00:25:06.210 --> 00:25:25.620 Configuration implications that I will also go over the first one being that now this patron has received an email saying this item is found, and they've been credited so we can turn that off and I'll show you how to do that. And then also 196 00:25:28.590 --> 00:25:37.080 updating your last loan profile so that these claims returned items. Don't get Mark last during the, during your search process. 197 00:25:38.190 --> 00:25:39.630 And then they will fall off your list. 198 00:25:40.740 --> 00:25:49.140 So, so now that I've marked it found, I think those you clench return again. So I'm going to make it last. Just so I can do my church. 199 00:25:50.310 --> 00:25:50.610 Okay. 200 00:25:51.690 --> 00:25:57.990 So does everyone understand that the reason she's market losses because open overdue a certain amount of times the 201 00:25:59.670 --> 00:25:59.970 Last 202 00:26:01.410 --> 00:26:03.330 Email with Bill and that's usually when they 203 00:26:04.410 --> 00:26:15.690 Say I returned it. And at that point, once was lost can't market crane. We can't market. Yeah, so like right now, it will be over the options market is there is no I'm Jonathan either found 204 00:26:18.900 --> 00:26:21.030 Their issues. So I found the case on that. 205 00:26:23.730 --> 00:26:23.940 Word. 206 00:26:26.010 --> 00:26:26.790 Played item. 207 00:26:27.930 --> 00:26:30.150 Yeah. And I said, I'll show you how to do that. Yeah, that's 208 00:26:35.070 --> 00:26:38.550 Right, right. Say you know don't want to confuse them too much. 209 00:26:39.660 --> 00:26:54.120 But also if you leave it in this last status, you have this bill to deal with and on our campus if they owe us money. They don't get to check out so you can move this bill. 210 00:26:55.140 --> 00:27:04.320 Into a dispute status, just by going into your fine here clicking on that. Actions menu and clicking dispute. 211 00:27:05.340 --> 00:27:09.810 And you can put a note in here if you want the reason why you're putting it into 212 00:27:14.220 --> 00:27:14.730 Your church. 213 00:27:17.790 --> 00:27:26.100 And now, but it does here is it doesn't get rid of the fine. You see, has a disputed balance. Now, but it doesn't 214 00:27:27.870 --> 00:27:33.510 Define doesn't block them from doing anything that finds with blocks them from doing so. 215 00:27:35.100 --> 00:27:39.000 You can keep a record of the fine better than if you're just waving it 216 00:27:40.650 --> 00:27:43.320 And you can, but they still get the checkout. 217 00:27:44.610 --> 00:27:47.160 And then you can also change the status. 218 00:27:48.240 --> 00:27:51.810 To in dispute. And that will show you 219 00:27:53.460 --> 00:27:57.870 See, I've got a bunch of stuff has I've been and these two. I'll go over in a bit, but 220 00:27:59.820 --> 00:28:01.530 Because of this, 221 00:28:03.420 --> 00:28:08.790 How in dispute work basically there's another caveat to it. So, which I'll get into 222 00:28:11.190 --> 00:28:19.140 But anyway, this is an option. And you can do this with your regular fine. It's not just for you know clinch returned or loss. This is like, no, it's 223 00:28:20.070 --> 00:28:29.370 overdue fines for recalls books that they turned in three days late and you know you're investigating. You can put that fine in dispute and then 224 00:28:30.660 --> 00:28:32.850 I'll show you how to put it back. 225 00:28:34.860 --> 00:28:36.960 When you've made your decision. 226 00:28:39.690 --> 00:28:53.760 When you are see photos climbed to the law when you come back to the ground and all the records the Reginald checked out and whatever. It's the same as before. Yes. 227 00:28:59.340 --> 00:28:59.670 Okay. 228 00:29:04.320 --> 00:29:10.650 Yeah, it does not only only active finds show up on the borrowing activity report. 229 00:29:14.040 --> 00:29:21.390 Please let me know if I'm wrong, because that's like when my assumption for the last three years removed from what I've seen like of the notice 230 00:29:23.280 --> 00:29:30.240 Okay, so I'm going to get out of the patron record here and go into how to create your search list. 231 00:29:31.140 --> 00:29:43.890 And again, these depend on which option, you're using. If you're going to keep the items and lost or if you're going to make everything claims return. So we'll go with the everything is inflamed returned option at the moment. 232 00:29:45.090 --> 00:29:49.380 You can do a fulfillment that I think they did the same thing with morning 233 00:29:51.600 --> 00:29:57.630 Again, so we'll just I'm going to start with a because it'll show up at the top of my list. 234 00:29:59.820 --> 00:30:03.390 And then again with your descriptions 235 00:30:05.280 --> 00:30:06.090 I would 236 00:30:07.950 --> 00:30:20.670 Always put a description that says what parameters, you're using because the parameters will not follow you to your list. And if you ever have to wonder how you came about. 237 00:30:23.370 --> 00:30:31.380 Creating that list, you know, the description is a great way to say that. So I'm going to item with 238 00:30:33.270 --> 00:30:33.660 Returns. 239 00:30:35.070 --> 00:30:41.280 And I'm not going to put a date in here because I want to know everything that's on planes returns. So 240 00:30:42.390 --> 00:30:48.390 We'll chose that leave the rest blank and safe here. 241 00:30:52.110 --> 00:30:52.470 Have 242 00:30:54.870 --> 00:30:56.700 Want to make sure I'm on track with my notes. 243 00:31:01.860 --> 00:31:03.060 You can also use 244 00:31:04.410 --> 00:31:07.470 Loan status and the or the due date. 245 00:31:09.900 --> 00:31:26.310 Fields and the status fields. If you do want to narrow it down, but I would think that we would just not you want to get a list of everything. So we can search it, and then you can go to view my sets or from admin manage sets there. 246 00:31:28.200 --> 00:31:31.095 And I should have it right, I claim is your turn list. 247 00:31:34.140 --> 00:31:36.750 So now we have our members and 248 00:31:38.130 --> 00:31:44.430 As I said this morning. This is just a list of the items. So this is great for pulling your searches. 249 00:31:45.840 --> 00:31:52.470 And creating your list using the cell manipulating your Excel spreadsheet. 250 00:31:53.490 --> 00:31:57.420 But it does not give you an easy access to the user. 251 00:31:58.470 --> 00:32:08.700 So if you have the item in hand and you need to know the user, you're probably going to have to search it, you're not going to have that information on your list, you can do that and analytics, which I will show you how 252 00:32:10.530 --> 00:32:11.010 To do. 253 00:32:12.090 --> 00:32:13.620 The second option for searching 254 00:32:15.540 --> 00:32:16.980 Is to do a 255 00:32:18.750 --> 00:32:28.560 Managed set from this physical item search bar up here. So, have to look at my notes. Sure. Remember what I did for advanced searching 256 00:32:31.590 --> 00:32:35.520 You'd want it again narrow it down by the process type 257 00:32:36.930 --> 00:32:56.070 And return. You can also do an or statement. So now I've got some of these process types of claims return and some of them are as last if that's the route that you're going. And you can do the or statement with the process type equals loss. 258 00:32:58.380 --> 00:33:08.790 But I only want to limit the last items to those ones with a note. So then I do an AM statements with the internal note one containing clincher term. 259 00:33:11.190 --> 00:33:23.790 Now the order of your statements is important with Boolean searches. So the way this is written, is it going to search for this or this end of this combined 260 00:33:25.530 --> 00:33:29.160 So you want to make sure that your statement. 261 00:33:30.270 --> 00:33:32.220 everything after that is a group 262 00:33:34.410 --> 00:33:36.270 So we'll search 263 00:33:39.360 --> 00:33:43.110 So now I have four and not one 264 00:33:44.880 --> 00:33:46.680 Is not there. So I must have not 265 00:33:49.170 --> 00:33:52.950 Titles my claims returning note. Currently, he's an F. 266 00:34:02.610 --> 00:34:03.690 So I sought out there. 267 00:34:10.470 --> 00:34:14.850 Well, wonderful live presentations this worked when I was testing and 268 00:34:18.780 --> 00:34:20.040 See what I put in here. 269 00:34:26.340 --> 00:34:30.000 Claims returned. Wonder if capitalization matters. 270 00:34:34.110 --> 00:34:35.580 Go back to my advanced search 271 00:35:26.610 --> 00:35:27.300 Don't have 20 272 00:35:30.180 --> 00:35:35.310 And this is actually what I got. Because some of these have notes that migrated from 273 00:35:37.470 --> 00:35:38.910 Sierra they migrated from 274 00:35:40.380 --> 00:35:41.520 But anyway, it's in there. 275 00:35:43.530 --> 00:35:47.310 And then you can also, if you want to narrow it down with your facets over here. 276 00:35:49.830 --> 00:36:04.890 Again, do the same thing, you know, create your list and Excel you can save this query and it will save it as a logical query. So it will run every time you open it will save you some time. 277 00:36:06.900 --> 00:36:11.430 Listen, just do that we can save our query. And this one, you don't have to put a 278 00:36:14.310 --> 00:36:15.000 Description 279 00:36:16.980 --> 00:36:19.740 But I would still again. 280 00:36:20.820 --> 00:36:26.910 This one, it will retain your, your search criteria. So you can see that every time. 281 00:36:28.500 --> 00:36:29.220 You open it. 282 00:36:41.880 --> 00:36:44.970 Oh, that's right, cuz I need to put it to ask for that. 283 00:36:48.270 --> 00:37:02.070 And there is here. So this one's a logical set and it will rerun every time I click on results. So if I went in added another claims return item, it would show up and you can see your search criteria up here and 284 00:37:05.280 --> 00:37:06.240 So the third 285 00:37:07.830 --> 00:37:16.440 Type of report you can do is in analytics to caveat that the data is not current. So, you will have that delay. 286 00:37:28.920 --> 00:37:29.610 There we go. 287 00:37:30.870 --> 00:37:35.940 Okay, so I've created this my clincher turn analytics here. 288 00:37:37.800 --> 00:37:47.460 And I have limited it just to this one patrons have the filter primary identifier, so that we don't show the rest of my patrons here. 289 00:37:48.870 --> 00:38:00.990 This one I have just for the claims return items. So we have the borrowing information. So it's that important for you to have that in a way to do it. 290 00:38:02.010 --> 00:38:14.130 Also the book information call number title code due date. And then I also have the process status and here is your loan notes. So this is where you can see that note that in there. 291 00:38:16.110 --> 00:38:16.560 And 292 00:38:18.300 --> 00:38:35.490 My sisters are the process that is equals cleanse returned. You can also do the same and the or statement I had done with the managed sets searching and you can also Celeste. 293 00:38:36.690 --> 00:38:37.140 Loss. 294 00:38:38.850 --> 00:38:40.530 But what I would do here is 295 00:38:41.820 --> 00:38:53.940 This loan status equals active. This is very important because if you don't have it as an act as active, you will get claims returned items that have already been checked in and that screws up your list. 296 00:38:55.230 --> 00:39:09.810 So you would if you're going to do the or statements with the last items I would put this at the top and then your process that is your turn, and the process status of or process status of loss and with the note so 297 00:39:12.660 --> 00:39:14.700 If you check in the claims returned to 298 00:39:17.580 --> 00:39:18.480 Get cleared. 299 00:39:19.800 --> 00:39:20.760 It was no longer 300 00:39:21.780 --> 00:39:32.730 It would but analytics retains everything. I mean, it does in almost at the history of it, go in Analytics. And when you go to an item record you can see 301 00:39:33.780 --> 00:39:37.020 The history of what status. It was 302 00:39:38.520 --> 00:39:39.570 Really good. I wouldn't know. 303 00:39:44.880 --> 00:39:49.230 How to find that out process, trying to figure it out. Yeah. 304 00:39:51.570 --> 00:39:53.430 Yeah, everything was fine. Yeah. 305 00:39:55.980 --> 00:40:10.590 So also, I want to point out, Megan pointed this out yesterday, but the search function up here is very handy because then you know you don't know where alone statuses that you can just search for it. And there it is. 306 00:40:12.780 --> 00:40:13.050 OK. 307 00:40:14.220 --> 00:40:14.940 So that is 308 00:40:16.620 --> 00:40:22.260 Making an item plans returned and searching. They may have questions please at 330 right 309 00:40:23.580 --> 00:40:24.840 Before that. Oh, good. I have time 310 00:40:31.065 --> 00:40:31.950 We will move 311 00:40:32.970 --> 00:40:37.710 We can put it on the teeth yeah i i have my notes, but they're not in any way all of 312 00:40:39.660 --> 00:40:49.530 These are all being recorded, but I will work on these kind of recommend workflows that was done today is getting them on that Wiki page that I showed you that this morning will work on this. 313 00:40:51.450 --> 00:40:53.820 Okay so finding an item. 314 00:40:55.830 --> 00:40:57.390 Will go back in here. 315 00:40:59.100 --> 00:41:09.330 So if the item just has the claims returned status and you didn't add any notes to the item record you can just check it in 316 00:41:10.560 --> 00:41:15.060 The status will Claire item will be returned off their record and 317 00:41:16.140 --> 00:41:29.160 That's it, that's the end of it is the item is in the last status, however, and you put the sign in dispute. There are some steps that need to be taken before 318 00:41:30.900 --> 00:41:32.190 You check in the item. 319 00:41:34.350 --> 00:41:35.070 Back to 320 00:41:36.360 --> 00:41:39.780 marry his account here. And I have this book. 321 00:41:41.160 --> 00:41:42.660 And last status. 322 00:41:43.740 --> 00:41:49.110 And there's that fine that I've put in dispute. So the first thing is I want to go in 323 00:41:50.160 --> 00:41:51.690 And delete my note. 324 00:41:53.850 --> 00:42:01.770 Also, while I'm in here. I'll show you that history town of your item changes. So you can see how much I've used this for testing and things 325 00:42:03.000 --> 00:42:04.170 Those are all of the 326 00:42:06.840 --> 00:42:11.550 statuses. So that's where he translates that information to analytics. 327 00:42:12.780 --> 00:42:17.730 Make sure you say if otherwise that believing that note is not going to stick 328 00:42:18.780 --> 00:42:19.440 Then you'll want 329 00:42:20.940 --> 00:42:23.580 You want to go back into your active balance. 330 00:42:25.350 --> 00:42:27.480 Status in dispute. 331 00:42:30.180 --> 00:42:32.190 Take this and 332 00:42:33.570 --> 00:42:34.380 restore it. 333 00:42:36.720 --> 00:42:40.410 And now you say you can add a comment if you'd like. 334 00:42:42.570 --> 00:42:43.440 Item 335 00:42:45.450 --> 00:42:46.740 ecommerce store. 336 00:42:47.880 --> 00:42:49.710 You want to do it. Yes, I do. 337 00:42:50.850 --> 00:42:54.630 And now you can see that there is an active balance here. 338 00:42:57.060 --> 00:43:01.170 So the issue. The reason why I kept this stuff down here. 339 00:43:02.190 --> 00:43:11.460 If you just check in and items with the last status, it will check it in, it will clear it from the patient's record, but it doesn't do anything with the fine. 340 00:43:12.510 --> 00:43:13.950 Because that it doesn't 341 00:43:15.090 --> 00:43:18.030 There's a glitch in how it credit the 342 00:43:20.310 --> 00:43:23.790 Credit. Yeah, so it puts this credit in this 343 00:43:25.290 --> 00:43:26.520 In dispute status. 344 00:43:27.810 --> 00:43:30.810 And you actually have to manually go in and wave these fines. 345 00:43:33.150 --> 00:43:36.120 Really, I can't you know you have to 346 00:43:38.130 --> 00:43:44.760 There's another table where he has to say your credit is available and and I guess it's Sam so doesn't have that, so I'll have to change it. 347 00:43:47.400 --> 00:43:49.440 Go back to active 348 00:43:50.460 --> 00:43:51.630 And now there's the fine there. 349 00:43:53.280 --> 00:43:55.650 And then you can check the item in 350 00:43:57.120 --> 00:44:02.430 And they'll get the email or not, depending on how you set that up. 351 00:44:05.280 --> 00:44:06.240 So yes, I know I 352 00:44:10.440 --> 00:44:10.710 Want to 353 00:44:12.930 --> 00:44:16.170 Make sure my notes. I don't forget anything here. 354 00:44:19.860 --> 00:44:26.130 Okay, so it's the item is not found you can keep it just 355 00:44:27.720 --> 00:44:32.100 Not do anything with it and add it to your, you know, continuing searches. 356 00:44:34.230 --> 00:44:45.750 You can use the method that Kevin demonstrated by adding those search notes in there saying I searched for it. This time I searched for at that time, we can keep track of it in the patron record. 357 00:44:46.830 --> 00:44:48.630 Personally, I would recommend using 358 00:44:49.650 --> 00:44:58.080 The methods that Kevin described that way you can keep track of how many times you search for it. When you look in the item record. You know how many times you search for it. 359 00:44:58.860 --> 00:45:10.230 However, if you're using last status, you might want to negotiate using two of these internal note fields so that you're not overriding one internal note with the other 360 00:45:11.700 --> 00:45:12.000 So, 361 00:45:14.820 --> 00:45:19.110 And that's a conversation. You'll have to have in your institution. 362 00:45:20.940 --> 00:45:22.170 So I'm going to Marxist 363 00:45:24.510 --> 00:45:29.040 Okay. Mark, that is sound. So this is where I would go 364 00:45:30.300 --> 00:45:32.520 So this item was in claims return status. 365 00:45:33.630 --> 00:45:35.640 I can just put that back there. So we can see 366 00:45:38.490 --> 00:45:38.970 And 367 00:45:40.830 --> 00:45:47.910 I searched for, you know, my two months. I'm going to search. It's past its date that it 368 00:45:49.290 --> 00:46:01.830 Needs to mark this item last you've adjusted our last phone profiles, which also get into so that claims return items art Mark last we have to do it manually. And this is where to choose a yeah 369 00:46:04.200 --> 00:46:05.610 I should have done that earlier. I didn't know 370 00:46:06.930 --> 00:46:11.220 So this is where you would go in, like, I've done several times and just market last manually. 371 00:46:12.435 --> 00:46:18.720 And then they get an email that says this item is now, last but ideally you've been communicating with 372 00:46:20.130 --> 00:46:24.420 A sat outside of the all my emails that they get so 373 00:46:25.440 --> 00:46:27.480 It probably wouldn't be a surprise to them. 374 00:46:28.710 --> 00:46:30.690 To say that, hey, this items now. 375 00:46:33.570 --> 00:46:39.180 And by doing that, as you've seen several time charges your replacement costs. 376 00:46:40.530 --> 00:46:57.480 TV, doesn't it. Well, maybe people in a configure different ways like for us isn't found in 30 days automatically, whether it's our planes return. They're not anything that's checkout over 30 days 30 days overdue just automatically goes to wash status. That brings me to my configuration. 377 00:47:04.080 --> 00:47:06.120 Oh, I also want to just to point out that you can 378 00:47:07.410 --> 00:47:10.260 Send activity report to them. 379 00:47:11.610 --> 00:47:29.310 At any time, you don't have to wait until the job runs monthly you can send it off and it won't show the industry you find it will still show the status of the item that's on their record and the due date so you know that's one way to communicate with 380 00:47:30.750 --> 00:47:32.430 With your, your patrons. 381 00:47:37.350 --> 00:47:41.310 So configurations here, there's a couple things you'll want to do 382 00:47:44.760 --> 00:47:47.220 One of the problems that I found was that 383 00:47:48.360 --> 00:47:58.710 Your this claims returned item mid search gets Mark loss because it the due date is in that sweet spot for my last one profile to pick it up. 384 00:48:00.840 --> 00:48:13.200 And unless you're adding notes to the item record, you really don't have a way of knowing that that item is now off your list and you've told us patron that you're going to search for two months. 385 00:48:13.770 --> 00:48:21.480 You search for a week. It's now last and you're no longer searching for it. So we can go in and adjust the 386 00:48:23.970 --> 00:48:32.850 overdoing last loan profile gonna pick my first change. Oh, I don't want to deal with them. Okay. Well, this one here. 387 00:48:34.680 --> 00:48:40.110 So one of the glitches that we found with this overdoing last phone profile that 388 00:48:41.220 --> 00:48:56.250 May or may not have been fixed didn't keep up on it was that if you didn't have for some campuses. If you didn't have anything set in this loan status. The it would only show 389 00:48:57.300 --> 00:48:57.810 Default 390 00:49:00.210 --> 00:49:03.360 We were one of those people. Yeah, yeah. We don't change. 391 00:49:05.550 --> 00:49:08.580 Yeah, we were also. So that's why I added all these things in here. 392 00:49:10.410 --> 00:49:13.080 So you can just go through if you 393 00:49:14.400 --> 00:49:25.890 And just select everything except for you can uncheck your claims returns and your claims return with overdue charge which honestly I don't know why or when that 394 00:49:27.090 --> 00:49:31.050 That status comes into play. I have not found it, but just be on the safe side. 395 00:49:34.050 --> 00:49:38.250 You can uncheck those. You can also just use these boxes up here. 396 00:49:39.630 --> 00:49:45.180 We have not made our policy decisions. So I don't want to save this cancel this out, but 397 00:49:46.500 --> 00:49:48.300 Then not waive those items are not 398 00:49:49.770 --> 00:49:56.760 Caught up in your last phone profile and you can ensure that they stay in the cleanser turns status for as long as you want them. 399 00:49:57.330 --> 00:50:07.290 The downside is that and for all of those items you need to manually mark them as last and we and I would say check your last from profile because 400 00:50:07.770 --> 00:50:18.360 We realized that we people who had renewed items. But then, you know, it went past like 90 days where it normally would go loss because renewed as the loan status wasn't check 401 00:50:18.810 --> 00:50:30.900 It wasn't changing and to LA in LA. So we have people have really overdo it. And they just never, never got the notification of loss and never changed it. So, you know, check right 402 00:50:32.940 --> 00:50:37.710 And then also we have multiple last long. Whoa files for 403 00:50:38.820 --> 00:50:44.190 Various people so you will need to go into everyone that has changed a lot. 404 00:50:45.540 --> 00:50:57.630 In order to remove those to clinch return plates return with overdue charge fields that way it will matter the item, it won't matter, the person 405 00:50:58.800 --> 00:51:02.190 Nothing with those statuses will be included. 406 00:51:06.390 --> 00:51:15.660 Yay, okay. And then the last thing that you want to do is when you have an item, at last, and and you 407 00:51:17.220 --> 00:51:33.600 Found it market is found sends them an email saying you have the refund and I probably have a million of them just from doing this right here so you can go into your configuration menu under General here, click on the letter activity. 408 00:51:35.970 --> 00:51:40.680 And this is called the full refund bone letter. 409 00:51:41.850 --> 00:51:43.410 I just like searching 410 00:51:48.480 --> 00:51:49.860 Apparently, his does not 411 00:51:53.760 --> 00:52:02.880 Because there's no there's no spaces in this one right last riff. And there it is right there so you can 412 00:52:04.200 --> 00:52:10.080 If you have never customize this letter, you'll need to first go in and click on customized 413 00:52:12.780 --> 00:52:17.700 And then that will give you the option over here to just disable it. 414 00:52:21.060 --> 00:52:31.350 And so now this letter will not send. Make sure you click Save. With everything again. I am not going to click save, because we have not made our policy decision. 415 00:52:33.450 --> 00:52:42.390 So that's just how you turn that off. And that's what we did and forward to because of confusion that people are getting mixed up that we found it. 416 00:52:43.710 --> 00:52:44.940 But sometimes, like 417 00:52:46.140 --> 00:52:50.970 Book that has like one that has gone a lot. They got bill and then they weren't getting 418 00:52:52.080 --> 00:52:52.770 They'll get a return 419 00:52:53.880 --> 00:52:54.120 Yeah. 420 00:52:57.090 --> 00:52:58.710 Well, the thing 421 00:53:00.690 --> 00:53:01.380 When they're over 422 00:53:02.400 --> 00:53:11.460 Things never pay attention there and two they receive them on lots of the company was how much money they want to return it. Yes, that's the moment I can 423 00:53:12.690 --> 00:53:19.620 Climb return and love to the thousands. Yes. So I, a lot of them are saying that I found the book and 424 00:53:21.450 --> 00:53:22.290 That's a really 425 00:53:25.230 --> 00:53:26.490 Big help right 426 00:53:29.970 --> 00:53:40.770 And it looks like we have time for questions either for anything I presented or anything heavens presented or anything that you just thought up in the last hour. 427 00:53:45.390 --> 00:53:48.000 So for us, my major problem. I 428 00:53:52.620 --> 00:53:52.950 Feel 429 00:53:54.720 --> 00:53:59.040 What has been really helpful information. There are ways around this. 430 00:54:01.050 --> 00:54:02.010 Or allow no, sorry. 431 00:54:11.610 --> 00:54:12.810 We can get out of here early. 432 00:54:17.970 --> 00:54:21.450 Well, I'll be I'll probably stick around for a little bit. If anybody wants some 433 00:54:31.950 --> 00:54:33.420 Can we end the meeting now.