Circulation Services Group Minutes - March 18, 1997

     
     L Mansur, F Brown, N Brailo, L NG, R Vesterfelt, N Foster, B Williams, 
     M Offenbacher, K Fletcher, M McDonald, N Tran, A Brandt, E Stephens, B 
     Shirman, A Bourgeois, J Catalano, S Snyder, G Sacco-Trujillo, M 
     Flemming, P Bertrang, R Love (Chair)
     
     
     A. Bourgeois (Recorder)
     
     
     1.   ANNOUNCEMENTS
     
     L. Mansur reported that programming is in progress for enhancements to 
     the Journal Use Study reports.  Units can expect a delay in receiving 
     reports in the next month or two.
     
     N. Brailo that reported when checking the patron file in GLADIS,  for 
     faculty status,(borrow 03) ID# must have a "L" at the beginning to be 
     valid.  Do not check out materials if the "L" is missing.
     
     2.   CARS Discussion with Lorelie Mansur:
     
     This time was used to supply/share information regarding how best to 
     use the CARS system and ways to work around the system. 
     
     P. Bertrang mentioned that when issuing a "CR" it will take a few days 
     before it shows up in the patron's CARS Account.
     
     Refer problems with invoices to Penny.  Loans and Receivable has hired 
     Temporary staff and is having training problems.  Patrons in fact will 
     be referred back to the unit for answers.
     
     
     R. Love  suggested Circulation Supervisors should no longer refer to 
     paper LOLs for Library policy information, the Web should be checked 
     for current  policy. For example current policy  on Charges for 
     overdue, damaged or lost materials can be found in the Public Services 
     Manual under: 
     http://www.lib.berkeley.edu/AboutLibrary/Staff/PSM/chrgnot3.html
     
     
     Before Units manually block a faculty member for an overdue recall 
     they should refer the problem to your unit's AUL.
     
     Regarding the receipt of old Sundry Debtors - L. Mansur reported the 
     Sundry Debtor unit is being closed down and transferred to a new 
     system called CUBS.  Units may receive copies of older billing 
     problems.  A discussion took place regarding the responsibility of 
     clearing up these old pending payments.  It was not resolved.
     
     
     3.  SYSTEMS OFFICE REPORT (P.Bertrang)
     
     2/4/97 New Policy/procedure for unregistered students - Students, both 
     grad and undergrad, who have official "unregistered" status may now 
     keep their student photo I.D. as a library card, and thus avoid having 
     to bring in all the books checked out under their photo I.D. and 
     recharge under a library I.D.
     
     2/13/97 SSN field in patron record - Just realized that we were 
     sometimes sending CARS bogus SSN-s, since the SSN field can also be 
     used for a 4 digit PIN to allow patron initiated inventory, for 
     patrons who do not have an SSN or who decline to state SSN. Service 
     desk is suppose to pad with "XXXXX" or blanks, so changed notice 
     program to check that the SSN is 9 digits, and if not, not to send 
     that field in the patorn record being sent to CARS.
     
     2/14/97   Began coding for NRLF tracking !!! Added new programming 
     routines and definitions which will be used in circ programs to 
     implement automatic tracking of NRLF materials between UCB libraries 
     and NRLF.  Also added additional circulation notice types.
     
     2/21/97   Possible bug in DISCHARGE - Today got second report of "NO 
     DISCHARGE --Two or more charges against book ID..." message. 
     Investigation revealed "illegal" multiple circ records.  Was able to 
     clear this situation, but did not yet discover the cause.
     
     2/21/97   Found bill cancellation record problem - Finally discovered 
     and sixed problem where the action date on selected bill cancellation 
     records (for faculty borrowers) was being set to a date in the future, 
     thus not processing CARS bill cancellation in a timely way.
     
     2/21/97   Bug in Course display: missing circ info - In investigating 
     bug in DISCHARGE reported on 2/21, discovered that CHARGE was also 
     sometimes doing the same thing, i.e., deleting and outstanding charges 
     circ record and inappropriately writing two current circ records (for 
     example a pickup record and a recall record).  Simple fixes in place 
     2/27.
     
     3/14/97   New patron type:CON - Implemented new patron affiliation, 
     CON (Concurrent enrollment). Changes to display new affiliation on F 
     PT screen, including "IBS privileges:Yes" (Concurrent = yellow card, 
     non-concurrent = blue and the fee is $25.)
     
     3/14/97   Revised patron stats report - Change patron report program 
     to add new patron affiliation, "CON" and to remove two obsolete patron 
     affiliations, "DON" and "ORG". (There are not longer any current 
     patrons with these affiliation in GLADIS.)
     
     3/18/97   New circ transaction logging begins - New Logging of circ 
     transactions (charge, renewal by staff, patron self-renewal, hold, 
     search) begins.  Each transaction includes call number and extensive 
     patron information.
     (Future reports will show collection broken down by patron use)
     
     4.   Format change for Recall Notices 
     
     A. Brandt reported a proposal to redesign the Hold/Recall Notice cards 
     mailed out to patrons.  She proposed that the due date be moved to 
     prevent it from being obscured by postal zip code stickers. The group 
     endorsed this change in the cards.
     

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