April 29, 2002 Circulation Implementation Team ( Circ IT ) Brief Summary Meeting #4 April 18th, 2002 Info Tech Services Meeting Room 2:00 - 5:00 Present: Lari Langford, ( chair) Neil Allen, Shannah Davison, Patricia La Civita, Carolyn Murray, Linda Oliver, Susan Stone, Renata Holder, Susan Cozzi, Carla Hagstrom, Tracy D'Souza (Secretary ) Regrets: Thomas Chan Agenda: 1. 2. 3. 4. Acknowledgement of Minutes of the last 2 meetings. Discussion of SIRSI Training Training of 2nd group of trainers proposed dates May 9th -10th. Circulation and Academic Reserves Training ( draft schedule attached ) Review of content of sessions Development of training materials Tip sheets Access to Workflows client 5. Report of Stats sub - group 6. Other business 7. Next meeting ( will include additional trainers ) June 13th . Issues Raised: Minutes from last two meetings acknowledged. SIRAI training would have been more useful if there were more examples of how to use "CIRC". Need to know how to proceed step by step. Need scenario of "how", method of how. Prerequisite for CIRC training is the General OPAC. No one can proceed with the CIRC training unless they receive this 2hr OPAC general session. Alt training will be a departmental issue in the fall. The SIRSI CIRC Implementation Team will also require the OPAC general or advanced session. My Account will be covered within the OPAC session which is one of the reasons it is a prerequisite for CIRC training. Booking for the training sessions to be done by Supervisors for their staff. There is a url from the Staff Development page that is to be launched that will facilitate online registration for the training sessions. Draft Timetable for Sirsi Circulation and Academic Reserves Training : Training of Additional Trainers: May 16th and 17th May 16th – all day session on Circulation, including patron registration and circulation reports May 17th– half-day session in the morning on Academic Reserves Trainees: Karen Tiveron, Tracy D’Souza, Anita Sit, Lorna Young, Jan MacLean, Kamlesh Sharma, Peter Gurney (will not be attending – to be trained by Renata Holder) Trainers: Lari Langford, Neil Allen, Renata Holder, Linda Oliver For Scarborough, Patricia LaCivita and Frances Sardone will undertake the training. Training for UTM is TBA. All members of the Implementation Team are welcome to attend and participate in this session. Location: Training Lab at Victoria’s E.J. Pratt Library Time: Sessions begin at 9:00 a.m. 2) Meeting of all Circulation Trainers: June 13, 2002 at 2:00 p.m. in the 2nd floor Conference Room, Robarts Library 3) Training of Library Staff: N.B. Circulation Training = 1 full day Academic Reserves Training = 1 half day Circulation Reports Training = 1 half day Sessions with 9 students will have 2 trainers assigned. Sessions with 18 students will have 3 trainers assigned. July 2002 July 2 (9), 3(9), 4(9) – Circulation July 8 (18), 10 (9), 11(9) – Circulation July 9 (9) - Academic Reserves July 15 (18), 17(18) – Circulation July 18 (18) - Academic Reserves July 23 (18), 25 (18) – Circulation July 24 (18) - Academic Reserves July 29 (18), 31(18) - Circulation August 2002 August 20 (9), 21 (9) – Circulation August 22 (9) - Academic Reserves August 26 (18) - Circulation August 28 (18) - Circulation Reports September 2002 September 19 (18) – Circulation Reports September 25 (18) – Circulation Reports Susan Stone and Caroline Murray have the old training scripts of DRA. Will compare and contrast in order to decide what kind of documentation the staff should receive. There will be a review of the entire training script on June 13th. Subgroups to meet prior to this to work on content for the scripts. CIRC reports will be touched upon in CIRC training but further discussion and training will be deferred. Staff from Campus Libraries will need to know about Reports. Will have to schedule for this in August. Note well that there will be emphasis placed on Brief Bib Listing rather than "OTF" in the training. There is a work around already in play. The Brief title has the return location of OTF not shelf or protected or something else. Will have to ask SIRSI for the definitive answer. Lari will train other groups such as Info Commons on CIRC after the week of August 12 th. Workflows software to be made available on all Implementation teams desktop soon. Login is secret to be changed at later date. The subgroup on Stats delivery still to report on methodology and content for the reports. Question on issue of people who work from home also to be addressed at a later date. Question also arose on how will SIRSI accommodate POS? It dosen't support 3 rd party payment of fines. This to be checked on further by Lari. Next Meeting: June 13th, 2:00 - 5:00 Lari booking either RM. 4049 or 2nd fl. Conference Room.