From Bradley.Carrington at state.nm.us Tue Oct 12 15:50:28 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Tue, 12 Oct 2021 21:50:28 +0000 Subject: [Nmsalsa] profile sessions soon! Polaris migration to SirsiDynix Symphony Message-ID: Hello SALSA, Our migration work begins! First we work on the Polaris profiles, then we work on the Koha profiles (so Brian will want to attend some or all of the Koha sessions). Sorry about the short notice for the Polaris people. I just got the schedule last Friday. Polaris profiling: * Monday Oct. 25 from 1-4 * Monday Nov. 1 from 1-4 * Friday Nov. 5 from 9-noon Attend as much you can; I know that the short notice is making problems. I plan to be at all of the sessions, and hope that Joseph will attend all as well. Our profiling consultant, Darren Lauber, will send WebEx links to Abby, Susan, Heather and Kathleen. For the State Library so far we have Lori, Laura, Joseph and me. We don't have to make all of our decisions during these sessions, but we do have to finish by Friday Nov. 12th. You all will have the final say on the policies that concern your work. For Brian (and also the NMSL Rural Services managers): Koha profiling: * Tuesday Nov. 30, Thursday Dec. 2 and Tuesday Dec. 7; all sessions from 9-noon. I am pulling much of the info together using this page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 The profiling sessions will cover the slide shows listed in the libguide box "Policies, profiling tools, reports, etc." Please try to look these over before the sessions start. In a couple of days I will also give you a link to the SirsiDynix Support Center and a link to the "Essential Symphony Skills" video. Training classes will be mostly in January. Our "GoLive" date is scheduled for March 10. Subscriptions to the Koha databases are good through June; I am working on renewing Polaris through March. We will have to quit Polaris/Koha cataloging on Feb. 25 and Polaris/Koha circulation on Mar. 4. We will use offline Symphony for circulation on Mon-Wed Mar 7-9. More info to come. If you have the time, do drop by our Cataloging Caf? sessions on Wednesdays at 2:30: https://zoom.us/j/93113523372?pwd=cmZxZ0lNaWlVOTlocytzQUJwTWlTZz09 Thank you for your patience during this migration! Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: From Bradley.Carrington at state.nm.us Wed Oct 13 17:23:21 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Wed, 13 Oct 2021 23:23:21 +0000 Subject: [Nmsalsa] profile sessions soon! Polaris migration to SirsiDynix Symphony In-Reply-To: References: Message-ID: Hello you all, The Monday 10/25 session now runs from 10a-1p. Darren Lauber, our profiling consultant, will send you WebEx invites. I registered you for access to the SirsiDynix Support Center. You'll get an email asking you to set your password. I registered you for the course Sym-1001 Symphony Essential Skills and Search Strategies, SELF-PACED. You will get an email about accessing that course. Disable your pop-up blocker for this site, if need be. (Heather, your state.nm.us email was already taken! Maybe from your St. John's work? So, I used your "alumni" email address) The course features the client version (WorkFlows) of a slightly older version of Symphony. We won't have to use the client version; we'll have Symphony Web 3.7. Before the profile sessions start please complete the course and take a peek at the slide decks on our libguide page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 Let me know of your concerns. And, thanks again! Brad From: Carrington, Bradley, DCA Sent: Tuesday, October 12, 2021 3:50 PM To: Focused discussion list for SALSA libraries Cc: Guinnee, Eli, DCA Subject: profile sessions soon! Polaris migration to SirsiDynix Symphony Hello SALSA, Our migration work begins! First we work on the Polaris profiles, then we work on the Koha profiles (so Brian will want to attend some or all of the Koha sessions). Sorry about the short notice for the Polaris people. I just got the schedule last Friday. Polaris profiling: * Monday Oct. 25 from 1-4 * Monday Nov. 1 from 1-4 * Friday Nov. 5 from 9-noon Attend as much you can; I know that the short notice is making problems. I plan to be at all of the sessions, and hope that Joseph will attend all as well. Our profiling consultant, Darren Lauber, will send WebEx links to Abby, Susan, Heather and Kathleen. For the State Library so far we have Lori, Laura, Joseph and me. We don't have to make all of our decisions during these sessions, but we do have to finish by Friday Nov. 12th. You all will have the final say on the policies that concern your work. For Brian (and also the NMSL Rural Services managers): Koha profiling: * Tuesday Nov. 30, Thursday Dec. 2 and Tuesday Dec. 7; all sessions from 9-noon. I am pulling much of the info together using this page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 The profiling sessions will cover the slide shows listed in the libguide box "Policies, profiling tools, reports, etc." Please try to look these over before the sessions start. In a couple of days I will also give you a link to the SirsiDynix Support Center and a link to the "Essential Symphony Skills" video. Training classes will be mostly in January. Our "GoLive" date is scheduled for March 10. Subscriptions to the Koha databases are good through June; I am working on renewing Polaris through March. We will have to quit Polaris/Koha cataloging on Feb. 25 and Polaris/Koha circulation on Mar. 4. We will use offline Symphony for circulation on Mon-Wed Mar 7-9. More info to come. If you have the time, do drop by our Cataloging Caf? sessions on Wednesdays at 2:30: https://zoom.us/j/93113523372?pwd=cmZxZ0lNaWlVOTlocytzQUJwTWlTZz09 Thank you for your patience during this migration! Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: From Bradley.Carrington at state.nm.us Tue Oct 19 15:02:44 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Tue, 19 Oct 2021 21:02:44 +0000 Subject: [Nmsalsa] [EXTERNAL] Re: profile sessions soon! Polaris migration to SirsiDynix Symphony In-Reply-To: References: Message-ID: Hello database designers, Polaris people please take time to watch your short tutorial (Symphony Essentials) and to read the ppt slides (in the "Policies, profiling tools, reports, etc." box on our Symphony project page). At the moment I can see that 3 of the Polaris people have watched the tutorial -- thank you! Polaris profiling begins next week. You should have your WebEx invitations from Darren. We'll start with basic info on each library (address, phone number, hours of operation, etc.) Profiling will include considerations of your circulation policies: lending, holding, fines & fees, item types, etc. Think about your patron profiles and your patron categories. We'll consider your shelf locations/collections, item categories. And more! our Symphony project page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 I hope to see some of you at NMLA this week! To your health, Brad From: nmsalsa-bounces at lists.zianet.com On Behalf Of Carrington, Bradley, DCA Sent: Wednesday, October 13, 2021 5:23 PM To: Focused discussion list for SALSA libraries Subject: [EXTERNAL] Re: [Nmsalsa] profile sessions soon! Polaris migration to SirsiDynix Symphony CAUTION: This email originated outside of our organization. Exercise caution prior to clicking on links or opening attachments. Hello you all, The Monday 10/25 session now runs from 10a-1p. Darren Lauber, our profiling consultant, will send you WebEx invites. I registered you for access to the SirsiDynix Support Center. You'll get an email asking you to set your password. I registered you for the course Sym-1001 Symphony Essential Skills and Search Strategies, SELF-PACED. You will get an email about accessing that course. Disable your pop-up blocker for this site, if need be. (Heather, your state.nm.us email was already taken! Maybe from your St. John's work? So, I used your "alumni" email address) The course features the client version (WorkFlows) of a slightly older version of Symphony. We won't have to use the client version; we'll have Symphony Web 3.7. Before the profile sessions start please complete the course and take a peek at the slide decks on our libguide page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 Let me know of your concerns. And, thanks again! Brad From: Carrington, Bradley, DCA Sent: Tuesday, October 12, 2021 3:50 PM To: Focused discussion list for SALSA libraries > Cc: Guinnee, Eli, DCA > Subject: profile sessions soon! Polaris migration to SirsiDynix Symphony Hello SALSA, Our migration work begins! First we work on the Polaris profiles, then we work on the Koha profiles (so Brian will want to attend some or all of the Koha sessions). Sorry about the short notice for the Polaris people. I just got the schedule last Friday. Polaris profiling: * Monday Oct. 25 from 1-4 * Monday Nov. 1 from 1-4 * Friday Nov. 5 from 9-noon Attend as much you can; I know that the short notice is making problems. I plan to be at all of the sessions, and hope that Joseph will attend all as well. Our profiling consultant, Darren Lauber, will send WebEx links to Abby, Susan, Heather and Kathleen. For the State Library so far we have Lori, Laura, Joseph and me. We don't have to make all of our decisions during these sessions, but we do have to finish by Friday Nov. 12th. You all will have the final say on the policies that concern your work. For Brian (and also the NMSL Rural Services managers): Koha profiling: * Tuesday Nov. 30, Thursday Dec. 2 and Tuesday Dec. 7; all sessions from 9-noon. I am pulling much of the info together using this page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 The profiling sessions will cover the slide shows listed in the libguide box "Policies, profiling tools, reports, etc." Please try to look these over before the sessions start. In a couple of days I will also give you a link to the SirsiDynix Support Center and a link to the "Essential Symphony Skills" video. Training classes will be mostly in January. Our "GoLive" date is scheduled for March 10. Subscriptions to the Koha databases are good through June; I am working on renewing Polaris through March. We will have to quit Polaris/Koha cataloging on Feb. 25 and Polaris/Koha circulation on Mar. 4. We will use offline Symphony for circulation on Mon-Wed Mar 7-9. More info to come. If you have the time, do drop by our Cataloging Caf? sessions on Wednesdays at 2:30: https://zoom.us/j/93113523372?pwd=cmZxZ0lNaWlVOTlocytzQUJwTWlTZz09 Thank you for your patience during this migration! Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: From Bradley.Carrington at state.nm.us Tue Oct 26 16:27:12 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Tue, 26 Oct 2021 22:27:12 +0000 Subject: [Nmsalsa] NEWM Symphony profiling for Polaris migration Message-ID: Hello you all, Hello Darren! Here is our project page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 We've started work on our Polaris Policies. Brian, this gives you a taste of the work you'll be doing for your Koha. Darren created our Library Policies and our Library Groups Policies. I created a Search Libraries Policy for SALSA. I made a spreadsheet for our work on Location Policies. It's the Polaris worksheet in the "Policies, profiling tools, reports, etc." box. Think about Location Policy descriptions. Location Policies * describe a physical location, * can be used for limiting searches in the OPAC (but we also attempt to use Item Cat 2 for OPAC filtering), * can be used for stats (but we also attempt to use Item Cat 1 for statistical purposes), * are used to create call number/item records Darren made some Location Policies based on our Polaris Shelf Locations, but that might not work for us. On our worksheet for examples see NHCC rows and NMSL State Docs rows. We might have too many OPAC filters -- what do you think? Remember that MOIFA and Rural Services will add to the list of Item Cat 2 values. We have a challenge with Policy names -- they are limited to 10 characters and have to be unique. Policy names have to be unique across the entire implementation matrix. Darren: this spreadsheet is a work-in-progress. I hope to have the final version to you by Friday afternoon. Item Types! These are used * to control circulation * can be used for OPAC search limiting * can be used for statistics I suggest some combinations, esp. if the item types would have the same circulation policy: * combine newsletter and periodical with magazines * combine pamphlet with books Do we need Oversize as an Item Type? It doesn't seem to affect circulation (and it's only on 10 of the items; we actually have many more oversize items in our stacks; in Polaris we used shelf location for oversize). And, we discovered that the Polaris NonCirculating flag on the item records can migrate and function correctly in Symphony! Item Categories have no impact on circulation policy. They can be used for statistical purposes. They can be used for manipulating search results in the OPAC. On the spreadsheet I developed a plan for Item Cat 1 for statistical purposes. Darren created a few Item Cat records but they were based on collection and we can refine a bit by using my plan for Item Cat 2, if you all would like to do it that way. User Profiles! * borrowers (many circulation rules attributes are in User Profiles) * staff logins * system-use Profiles such as MISSING. Darren created Profiles for BINDERY, INPROCESS, REPAIR. We can set-up User Cats for statistical purposes, etc. Our working hours are listed on our project page in the "Training & Support" box with Zoom links. The NMSL staff meeting was cancelled for Nov. 9 (Tue at 10:00) so I added that hour. Attend when you can and when you need to. The first working hour is tomorrow at 2:30. It's also the Cataloging Caf? and we might have a few visitors from public libraries. If they don't have any questions, then they can hang out with us while we do some Symphony work. Then we have working hours on Thursday at 11 and Friday at 11. On Thursdays and Fridays if nobody shows up within the first 10 minutes I might leave the room. And, certainly let me know when you'd like to meet at your convenience and I'll try to schedule with you. Merrily we roll along! Thank you! Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: From Darren.Lauber at sirsidynix.com Wed Oct 27 07:33:58 2021 From: Darren.Lauber at sirsidynix.com (Darren Lauber) Date: Wed, 27 Oct 2021 13:33:58 +0000 Subject: [Nmsalsa] NEWM Symphony profiling for Polaris migration In-Reply-To: References: Message-ID: Hi Brad, Thanks for this update. Just one clarification. I have not yet added any Location policies, so those must have been added by someone in the group. I did create the Item Types we had discussed during the meeting as well as the Item Status conversion table. I also created the necessary user profiles for BINDERY, REPAIR, and INPROCESS for you for the temporary status conversions. Darren [SirsiDynix] [Facebook] [Twitter] [LinkedIn] Darren Lauber Senior Consultant I Darren.Lauber at sirsidynix.com 800-288-8020 ext. 5329 UK: 0800-016-3147 ext. 5329 NZ: 0800-451-416 ext. 5329 Australia: 1800-258-818 ext. 5329 From: Carrington, Bradley, DCA Sent: Tuesday, October 26, 2021 4:27 PM To: Focused discussion list for SALSA libraries Cc: Darren Lauber Subject: NEWM Symphony profiling for Polaris migration Hello you all, Hello Darren! Here is our project page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 We've started work on our Polaris Policies. Brian, this gives you a taste of the work you'll be doing for your Koha. Darren created our Library Policies and our Library Groups Policies. I created a Search Libraries Policy for SALSA. I made a spreadsheet for our work on Location Policies. It?s the Polaris worksheet in the ?Policies, profiling tools, reports, etc.? box. Think about Location Policy descriptions. Location Policies * describe a physical location, * can be used for limiting searches in the OPAC (but we also attempt to use Item Cat 2 for OPAC filtering), * can be used for stats (but we also attempt to use Item Cat 1 for statistical purposes), * are used to create call number/item records Darren made some Location Policies based on our Polaris Shelf Locations, but that might not work for us. On our worksheet for examples see NHCC rows and NMSL State Docs rows. We might have too many OPAC filters -- what do you think? Remember that MOIFA and Rural Services will add to the list of Item Cat 2 values. We have a challenge with Policy names -- they are limited to 10 characters and have to be unique. Policy names have to be unique across the entire implementation matrix. Darren: this spreadsheet is a work-in-progress. I hope to have the final version to you by Friday afternoon. Item Types! These are used * to control circulation * can be used for OPAC search limiting * can be used for statistics I suggest some combinations, esp. if the item types would have the same circulation policy: * combine newsletter and periodical with magazines * combine pamphlet with books Do we need Oversize as an Item Type? It doesn't seem to affect circulation (and it's only on 10 of the items; we actually have many more oversize items in our stacks; in Polaris we used shelf location for oversize). And, we discovered that the Polaris NonCirculating flag on the item records can migrate and function correctly in Symphony! Item Categories have no impact on circulation policy. They can be used for statistical purposes. They can be used for manipulating search results in the OPAC. On the spreadsheet I developed a plan for Item Cat 1 for statistical purposes. Darren created a few Item Cat records but they were based on collection and we can refine a bit by using my plan for Item Cat 2, if you all would like to do it that way. User Profiles! * borrowers (many circulation rules attributes are in User Profiles) * staff logins * system-use Profiles such as MISSING. Darren created Profiles for BINDERY, INPROCESS, REPAIR. We can set-up User Cats for statistical purposes, etc. Our working hours are listed on our project page in the ?Training & Support? box with Zoom links. The NMSL staff meeting was cancelled for Nov. 9 (Tue at 10:00) so I added that hour. Attend when you can and when you need to. The first working hour is tomorrow at 2:30. It?s also the Cataloging Caf? and we might have a few visitors from public libraries. If they don?t have any questions, then they can hang out with us while we do some Symphony work. Then we have working hours on Thursday at 11 and Friday at 11. On Thursdays and Fridays if nobody shows up within the first 10 minutes I might leave the room. And, certainly let me know when you?d like to meet at your convenience and I?ll try to schedule with you. Merrily we roll along! Thank you! Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL [Kickstart Your RFP] CONNECTIONS 2021 SirsiDynix Online Conference | Online | November 2-4 [Connections 2021] [SirsiDynix Store] GET YOUR POWER OF LIBRARIES GEAR Shop now for Shirts, Totes, Buttons, Mugs and more! [Kickstart Your RFP] [Library Connections Video] CHECK OUT OUR VIDEO FOR YOU Library Connections [Kickstart Your RFP] The information contained in this e-mail is confidential, may contain our trade secrets, and may be privileged. It is intended only for the addressee(s) stated above. Any use, dissemination, distribution, publication, or coping of the information contained in this e-mail is strictly prohibited. If you have received this e-mail in error, please immediately notify us by telephone at 801-223-5200 (or by return e-mail) and delete the e-mail from your system. No employee or agent is authorized to conclude any binding agreement on behalf of our Company with another party by email without express written confirmation by an officer of the Company. Thank you for your cooperation. -------------- next part -------------- An HTML attachment was scrubbed... URL: From Lori.Thornton at state.nm.us Wed Oct 27 08:55:18 2021 From: Lori.Thornton at state.nm.us (Thornton, Lori, DCA) Date: Wed, 27 Oct 2021 14:55:18 +0000 Subject: [Nmsalsa] NEWM Symphony profiling for Polaris migration In-Reply-To: References: Message-ID: Hello everyone, I have entered policies in the general, cataloging, and user configurations based upon what we do now in Polaris. I used the interface to do this work. Lori Lori Smith Thornton Public Services Bureau Chief New Mexico State Library Department of Cultural Affairs 1209 Camino Carlos Rey Santa Fe, NM 87507 (505) 476-9717 ________________________________ From: nmsalsa-bounces at lists.zianet.com on behalf of Darren Lauber Sent: Wednesday, October 27, 2021 7:33 AM To: Carrington, Bradley, DCA ; Focused discussion list for SALSA libraries Cc: Sarah Murphy ; Aaron Thomas Subject: [EXTERNAL] Re: [Nmsalsa] NEWM Symphony profiling for Polaris migration CAUTION: This email originated outside of our organization. Exercise caution prior to clicking on links or opening attachments. Hi Brad, Thanks for this update. Just one clarification. I have not yet added any Location policies, so those must have been added by someone in the group. I did create the Item Types we had discussed during the meeting as well as the Item Status conversion table. I also created the necessary user profiles for BINDERY, REPAIR, and INPROCESS for you for the temporary status conversions. Darren [SirsiDynix] [Facebook] [Twitter] [LinkedIn] Darren Lauber Senior Consultant I Darren.Lauber at sirsidynix.com 800-288-8020 ext. 5329 UK: 0800-016-3147 ext. 5329 NZ: 0800-451-416 ext. 5329 Australia: 1800-258-818 ext. 5329 From: Carrington, Bradley, DCA Sent: Tuesday, October 26, 2021 4:27 PM To: Focused discussion list for SALSA libraries Cc: Darren Lauber Subject: NEWM Symphony profiling for Polaris migration Hello you all, Hello Darren! Here is our project page: https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 We've started work on our Polaris Policies. Brian, this gives you a taste of the work you'll be doing for your Koha. Darren created our Library Policies and our Library Groups Policies. I created a Search Libraries Policy for SALSA. I made a spreadsheet for our work on Location Policies. It?s the Polaris worksheet in the ?Policies, profiling tools, reports, etc.? box. Think about Location Policy descriptions. Location Policies * describe a physical location, * can be used for limiting searches in the OPAC (but we also attempt to use Item Cat 2 for OPAC filtering), * can be used for stats (but we also attempt to use Item Cat 1 for statistical purposes), * are used to create call number/item records Darren made some Location Policies based on our Polaris Shelf Locations, but that might not work for us. On our worksheet for examples see NHCC rows and NMSL State Docs rows. We might have too many OPAC filters -- what do you think? Remember that MOIFA and Rural Services will add to the list of Item Cat 2 values. We have a challenge with Policy names -- they are limited to 10 characters and have to be unique. Policy names have to be unique across the entire implementation matrix. Darren: this spreadsheet is a work-in-progress. I hope to have the final version to you by Friday afternoon. Item Types! These are used * to control circulation * can be used for OPAC search limiting * can be used for statistics I suggest some combinations, esp. if the item types would have the same circulation policy: * combine newsletter and periodical with magazines * combine pamphlet with books Do we need Oversize as an Item Type? It doesn't seem to affect circulation (and it's only on 10 of the items; we actually have many more oversize items in our stacks; in Polaris we used shelf location for oversize). And, we discovered that the Polaris NonCirculating flag on the item records can migrate and function correctly in Symphony! Item Categories have no impact on circulation policy. They can be used for statistical purposes. They can be used for manipulating search results in the OPAC. On the spreadsheet I developed a plan for Item Cat 1 for statistical purposes. Darren created a few Item Cat records but they were based on collection and we can refine a bit by using my plan for Item Cat 2, if you all would like to do it that way. User Profiles! * borrowers (many circulation rules attributes are in User Profiles) * staff logins * system-use Profiles such as MISSING. Darren created Profiles for BINDERY, INPROCESS, REPAIR. We can set-up User Cats for statistical purposes, etc. Our working hours are listed on our project page in the ?Training & Support? box with Zoom links. The NMSL staff meeting was cancelled for Nov. 9 (Tue at 10:00) so I added that hour. Attend when you can and when you need to. The first working hour is tomorrow at 2:30. It?s also the Cataloging Caf? and we might have a few visitors from public libraries. If they don?t have any questions, then they can hang out with us while we do some Symphony work. Then we have working hours on Thursday at 11 and Friday at 11. On Thursdays and Fridays if nobody shows up within the first 10 minutes I might leave the room. And, certainly let me know when you?d like to meet at your convenience and I?ll try to schedule with you. Merrily we roll along! Thank you! Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL [Kickstart Your RFP] CONNECTIONS 2021 SirsiDynix Online Conference | Online | November 2-4 [Connections 2021] [SirsiDynix Store] GET YOUR POWER OF LIBRARIES GEAR Shop now for Shirts, Totes, Buttons, Mugs and more! [Kickstart Your RFP] [Library Connections Video] CHECK OUT OUR VIDEO FOR YOU Library Connections [Kickstart Your RFP] The information contained in this e-mail is confidential, may contain our trade secrets, and may be privileged. It is intended only for the addressee(s) stated above. Any use, dissemination, distribution, publication, or coping of the information contained in this e-mail is strictly prohibited. If you have received this e-mail in error, please immediately notify us by telephone at 801-223-5200 (or by return e-mail) and delete the e-mail from your system. No employee or agent is authorized to conclude any binding agreement on behalf of our Company with another party by email without express written confirmation by an officer of the Company. Thank you for your cooperation. -------------- next part -------------- An HTML attachment was scrubbed... URL: From Bradley.Carrington at state.nm.us Thu Oct 28 14:46:59 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Thu, 28 Oct 2021 20:46:59 +0000 Subject: [Nmsalsa] NEWM Symphony Item Cats for Polaris Message-ID: Hello Symphony players, I'm thinking that we might not even need an Item Cat for library, since it seems to me that reports can get that attribute from the Library policy. We can confirm with Darren. If the entire database is limited to only 5 Item Cats then we might have to remember to save some for Rural Services, e.g., bookmobile stop and Congressional district, and for Brian (MOIFA). For OPAC filtering we can simply use an Item Cat based on the Polaris collections. If we use any of these names for Location policies we will have to make them unique somehow, e.g., add _I (underscore I) to the Item Cat names to distinguish them from names of Location Policies. So, here's what we have for Item Cat 1 (Lori entered some of these; in this list below I changed a word in the description to NMSL; I think that Darren can load the rest from a spreadsheet): Item Cat name Item Cat description ACLARCH Chavez Archives ACLBOU Chavez Bourne ACLEDU Chavez Education ACLLMN Chavez Lincoln Morgan Nelson Collection ACLLSM Chavez Lincoln State Monument ACLMAIN Chavez Main ACLMAP Chavez Maps ACLMF Chavez MicroFilm ACLOV Chavez Main Oversize ACLOVP Chavez Main Oversize Portfolio ACLPA Photo Archives ACLPAO Photo Archives Oversize ACLPER Chavez Periodicals ACLPP Palace Press ACLRARE Chavez Rare Books ACLREF Chavez Reference MFAARC Museum of Art Archive MFALS Museum of Art Library MFAN Museum of Art Newhall MFAREF Museum of Art Reference HCCGEN NHCC Genealogy HCCGR NHCC Genealogy Reference HCCP NHCC Primary School Collection HCCPS NHCC Preschool Collection HCCREF NHCC Reference HCCSC NHCC Special Collections HCCYA NHCC Young Adult NMSDEW NMSL General NMSFDN NMSL Foundation NMSFED NMSL Federal NMSGEN NMSL Genealogy NMSPTY NMSL Poetry Collection NMSREF NMSL Reference NMSSTA NMSL State NMSSWT NMSL Southwest NMSWIP NMSL WIPP Collection OSEANN OSE Annual Reports OSECONS OSE Consultant Reports OSEFED OSE Fed Docs OSEGEN OSE GENERAL OSEJRNL OSE Periodicals OSEMAPS OSE Map Collection OSENM OSE NM Docs OSEOTH OSE Non-NM Docs OSEREF OSE REFERENCE OSERPTS OSE ISC OSETECH OSE Reports Some of the Polaris item records have blank collection codes and maybe we can handle that with conversion tables. Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: From Bradley.Carrington at state.nm.us Thu Oct 28 15:04:44 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Thu, 28 Oct 2021 21:04:44 +0000 Subject: [Nmsalsa] NEWM Symphony Locations for Polaris Message-ID: Hello all, See the Polaris spreadsheet available from the libguide https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 for our work so far on Location Policies. See the attached extract from the slide show. Location Policies describe a location (see Home Location in screenshot) and establish some circulation rules (which can be overridden by the Circulate flag-- see screenshot). [Graphical user interface, text, application, email Description automatically generated] [Graphical user interface, application Description automatically generated] On the spreadsheet it's a long list but your library will only see its choices. Plan B: Maybe I'm overthinking Location -- Darren can tell us whether it's best to make more use of the Polaris shelf locations, e.g., item Library Angelico Chavez History Library and home Location Microform. In our Location policies Lori added some of the Polaris shelf locations. We would need to finish adding all or most of the shelf locations, if we want to follow Plan B. Plan C: Perhaps easier would be to load the Polaris collections AND the Polaris shelf locations all into Symphony Locations. For example, item Library Angelico Chavez History Library and home Location Chavez Archives. Plan D! Perhaps even more easy would be to load our Polaris collections into an Item Cat (because of importance it seems to me that it should be Item Cat 1) and then simply load our Polaris shelf locations as Symphony Location policies. For example, item Library Angelico Chavez History Library and home Location Microform and Item cat1 Chavez MicroFilm. See my previous email about Item Cats. Here's a shot of Item cat1: [Graphical user interface, text, application, email Description automatically generated] What do you think? Merci beaucoup! Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image005.jpg Type: image/jpeg Size: 41282 bytes Desc: image005.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image006.jpg Type: image/jpeg Size: 37492 bytes Desc: image006.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image009.jpg Type: image/jpeg Size: 41879 bytes Desc: image009.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Symphony Location Policies.pdf Type: application/pdf Size: 312984 bytes Desc: Symphony Location Policies.pdf URL: From Lori.Thornton at state.nm.us Thu Oct 28 16:05:03 2021 From: Lori.Thornton at state.nm.us (Thornton, Lori, DCA) Date: Thu, 28 Oct 2021 22:05:03 +0000 Subject: [Nmsalsa] NEWM Symphony Locations for Polaris In-Reply-To: References: Message-ID: I prefer plan D. Lori Lori Smith Thornton Public Services Bureau Chief New Mexico State Library Department of Cultural Affairs 1209 Camino Carlos Rey Santa Fe, NM 87507 (505) 476-9717 ________________________________ From: nmsalsa-bounces at lists.zianet.com on behalf of Carrington, Bradley, DCA Sent: Thursday, October 28, 2021 3:04 PM To: Focused discussion list for SALSA libraries Subject: [EXTERNAL] [Nmsalsa] NEWM Symphony Locations for Polaris CAUTION: This email originated outside of our organization. Exercise caution prior to clicking on links or opening attachments. Hello all, See the Polaris spreadsheet available from the libguide https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 for our work so far on Location Policies. See the attached extract from the slide show. Location Policies describe a location (see Home Location in screenshot) and establish some circulation rules (which can be overridden by the Circulate flag-- see screenshot). [Graphical user interface, text, application, email Description automatically generated] [Graphical user interface, application Description automatically generated] On the spreadsheet it's a long list but your library will only see its choices. Plan B: Maybe I'm overthinking Location -- Darren can tell us whether it's best to make more use of the Polaris shelf locations, e.g., item Library Angelico Chavez History Library and home Location Microform. In our Location policies Lori added some of the Polaris shelf locations. We would need to finish adding all or most of the shelf locations, if we want to follow Plan B. Plan C: Perhaps easier would be to load the Polaris collections AND the Polaris shelf locations all into Symphony Locations. For example, item Library Angelico Chavez History Library and home Location Chavez Archives. Plan D! Perhaps even more easy would be to load our Polaris collections into an Item Cat (because of importance it seems to me that it should be Item Cat 1) and then simply load our Polaris shelf locations as Symphony Location policies. For example, item Library Angelico Chavez History Library and home Location Microform and Item cat1 Chavez MicroFilm. See my previous email about Item Cats. Here?s a shot of Item cat1: [Graphical user interface, text, application, email Description automatically generated] What do you think? Merci beaucoup! Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image005.jpg Type: image/jpeg Size: 41282 bytes Desc: image005.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image006.jpg Type: image/jpeg Size: 37492 bytes Desc: image006.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image009.jpg Type: image/jpeg Size: 41879 bytes Desc: image009.jpg URL: From Lori.Thornton at state.nm.us Fri Oct 29 11:51:57 2021 From: Lori.Thornton at state.nm.us (Thornton, Lori, DCA) Date: Fri, 29 Oct 2021 17:51:57 +0000 Subject: [Nmsalsa] NEWM Symphony Locations for Polaris In-Reply-To: References: Message-ID: Brad, Having looked more carefully at the Polaris spreadsheet of NMSL collections/locations, it is obvious that clean-up has to happen ie 4840 items with no collection or location. And/or, items have been assigned collections but have been assigned to incorrect collections and/or locations. For instance, there should be no Federal materials in the Foundation collection, not possible, so clearly an error was made and should be corrected before we migrate. Who will be running the Polaris reports so we can begin this clean-up? Or tell us how to run the reports and we'll begin with the obvious, like the 6 Southwest items on the Federal reference serpentine. Lori Lori Smith Thornton Public Services Bureau Chief New Mexico State Library Department of Cultural Affairs 1209 Camino Carlos Rey Santa Fe, NM 87507 (505) 476-9717 ________________________________ From: Thornton, Lori, DCA Sent: Thursday, October 28, 2021 4:05 PM To: Focused discussion list for SALSA libraries Subject: Re: [Nmsalsa] NEWM Symphony Locations for Polaris I prefer plan D. Lori Lori Smith Thornton Public Services Bureau Chief New Mexico State Library Department of Cultural Affairs 1209 Camino Carlos Rey Santa Fe, NM 87507 (505) 476-9717 ________________________________ From: nmsalsa-bounces at lists.zianet.com on behalf of Carrington, Bradley, DCA Sent: Thursday, October 28, 2021 3:04 PM To: Focused discussion list for SALSA libraries Subject: [EXTERNAL] [Nmsalsa] NEWM Symphony Locations for Polaris CAUTION: This email originated outside of our organization. Exercise caution prior to clicking on links or opening attachments. Hello all, See the Polaris spreadsheet available from the libguide https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 for our work so far on Location Policies. See the attached extract from the slide show. Location Policies describe a location (see Home Location in screenshot) and establish some circulation rules (which can be overridden by the Circulate flag-- see screenshot). [Graphical user interface, text, application, email Description automatically generated] [Graphical user interface, application Description automatically generated] On the spreadsheet it's a long list but your library will only see its choices. Plan B: Maybe I'm overthinking Location -- Darren can tell us whether it's best to make more use of the Polaris shelf locations, e.g., item Library Angelico Chavez History Library and home Location Microform. In our Location policies Lori added some of the Polaris shelf locations. We would need to finish adding all or most of the shelf locations, if we want to follow Plan B. Plan C: Perhaps easier would be to load the Polaris collections AND the Polaris shelf locations all into Symphony Locations. For example, item Library Angelico Chavez History Library and home Location Chavez Archives. Plan D! Perhaps even more easy would be to load our Polaris collections into an Item Cat (because of importance it seems to me that it should be Item Cat 1) and then simply load our Polaris shelf locations as Symphony Location policies. For example, item Library Angelico Chavez History Library and home Location Microform and Item cat1 Chavez MicroFilm. See my previous email about Item Cats. Here?s a shot of Item cat1: [Graphical user interface, text, application, email Description automatically generated] What do you think? Merci beaucoup! Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image005.jpg Type: image/jpeg Size: 41282 bytes Desc: image005.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image006.jpg Type: image/jpeg Size: 37492 bytes Desc: image006.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image009.jpg Type: image/jpeg Size: 41879 bytes Desc: image009.jpg URL: From Bradley.Carrington at state.nm.us Fri Oct 29 12:16:58 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Fri, 29 Oct 2021 18:16:58 +0000 Subject: [Nmsalsa] [EXTERNAL] NEWM Symphony Item Cats for Polaris In-Reply-To: References: Message-ID: Silly me: bookmobile stop and Congressional district would be User Cats. Sorry. From: nmsalsa-bounces at lists.zianet.com On Behalf Of Carrington, Bradley, DCA Sent: Thursday, October 28, 2021 2:47 PM To: Focused discussion list for SALSA libraries Subject: [EXTERNAL] [Nmsalsa] NEWM Symphony Item Cats for Polaris CAUTION: This email originated outside of our organization. Exercise caution prior to clicking on links or opening attachments. Hello Symphony players, I'm thinking that we might not even need an Item Cat for library, since it seems to me that reports can get that attribute from the Library policy. We can confirm with Darren. If the entire database is limited to only 5 Item Cats then we might have to remember to save some for Rural Services, e.g., bookmobile stop and Congressional district, and for Brian (MOIFA). For OPAC filtering we can simply use an Item Cat based on the Polaris collections. If we use any of these names for Location policies we will have to make them unique somehow, e.g., add _I (underscore I) to the Item Cat names to distinguish them from names of Location Policies. So, here's what we have for Item Cat 1 (Lori entered some of these; in this list below I changed a word in the description to NMSL; I think that Darren can load the rest from a spreadsheet): Item Cat name Item Cat description ACLARCH Chavez Archives ACLBOU Chavez Bourne ACLEDU Chavez Education ACLLMN Chavez Lincoln Morgan Nelson Collection ACLLSM Chavez Lincoln State Monument ACLMAIN Chavez Main ACLMAP Chavez Maps ACLMF Chavez MicroFilm ACLOV Chavez Main Oversize ACLOVP Chavez Main Oversize Portfolio ACLPA Photo Archives ACLPAO Photo Archives Oversize ACLPER Chavez Periodicals ACLPP Palace Press ACLRARE Chavez Rare Books ACLREF Chavez Reference MFAARC Museum of Art Archive MFALS Museum of Art Library MFAN Museum of Art Newhall MFAREF Museum of Art Reference HCCGEN NHCC Genealogy HCCGR NHCC Genealogy Reference HCCP NHCC Primary School Collection HCCPS NHCC Preschool Collection HCCREF NHCC Reference HCCSC NHCC Special Collections HCCYA NHCC Young Adult NMSDEW NMSL General NMSFDN NMSL Foundation NMSFED NMSL Federal NMSGEN NMSL Genealogy NMSPTY NMSL Poetry Collection NMSREF NMSL Reference NMSSTA NMSL State NMSSWT NMSL Southwest NMSWIP NMSL WIPP Collection OSEANN OSE Annual Reports OSECONS OSE Consultant Reports OSEFED OSE Fed Docs OSEGEN OSE GENERAL OSEJRNL OSE Periodicals OSEMAPS OSE Map Collection OSENM OSE NM Docs OSEOTH OSE Non-NM Docs OSEREF OSE REFERENCE OSERPTS OSE ISC OSETECH OSE Reports Some of the Polaris item records have blank collection codes and maybe we can handle that with conversion tables. Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: From Bradley.Carrington at state.nm.us Fri Oct 29 12:50:18 2021 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Fri, 29 Oct 2021 18:50:18 +0000 Subject: [Nmsalsa] [EXTERNAL] Re: NEWM Symphony Locations for Polaris In-Reply-To: References: Message-ID: Hello all, We can probably fix the blank collection and/or blank shelf location via conversion tables. For example, a blank shelf location could map to the STACKS Location Policy. A blank collection field on a ACL record could map to the Item Cat ACLMAIN. A blank collection field on a HCC record could map to a new Item Cat for NHCC General. For any of the phenomena that need correcting, just let me know and I can get from Polaris SimplyReports. We just did that in the working hour today for the Chavez Library. For example: BrowseAuthor BrowseTitle CollectionAbbr CallNumber ItemRecordID ShelfLocationDescription United States. Central Intelligence Agency. North America. NMSFED PREX 3.10/4-12:(YEAR)/POLIT. (Year) 835501 Foundation Code of federal regulations. 40, Protection of environment. NMSFED AE 2.106/3:40/PT.63(S.63.8980-END)/2017 874882 Foundation BrowseAuthor BrowseTitle CollectionAbbr CallNumber ItemRecordID ShelfLocationDescription Another desert : Jewish poetry of New Mexico NMSSWT 811.54 A615j 1998 55473 Serpentine Geological and hydrological studies of evaporites in the northern Delaware Basin for the Waste Isolation Pilot Plant (WIPP), New Mexico : field trip #14 guidebook, November 1-4, 1990, Geological Society of America 1990 annual meeting NMSSWT 557.89 G3454 581678 Serpentine Cenozoic stratigraphy of the Rio Grande Valley area, Don?a Ana County, New Mexico NMSSWT 557.89 C395 1970 592129 Serpentine Levy, Beth E. (Beth Ellen), 1972- Frontier figures : American music and the mythology of the American West NMSSWT 781.59 L6682f 2012 779300 Serpentine Rodri?guez, Anita, 1941- author. Coyota in the kitchen : a memoir of new and old Mexico NMSSWT 641.5972 R6962 2016 851843 Serpentine Resist much, obey little : some notes on Edward Abbey NMSSWT 813.54 A124re 16638 Serpentine For the 4840 items it looks like these are 99% material type periodicals and that nothing else is attached to the bib. Polaris created most of these during migration for some reason. For these periodicals the call number subfields are blank. See record set 10486. For items in this set that link to bibs with 856s we could create items with NMSFED/Online. (We would check first to ascertain were the bibs describing online GPO docs.) Most of these item records have owner (sys). Fourteen of these items do have shelf locations. We need to decide how to populate the call number field for items that are shelved by title. We could map blank call numbers to ?Shelved by title? So let me know which lists you?d like. Lori can run SimplyReports, too (I used Item list reports). Thanks and Happy Halloween! Brad From: nmsalsa-bounces at lists.zianet.com On Behalf Of Thornton, Lori, DCA Sent: Friday, October 29, 2021 11:52 AM To: Focused discussion list for SALSA libraries Subject: [EXTERNAL] Re: [Nmsalsa] NEWM Symphony Locations for Polaris CAUTION: This email originated outside of our organization. Exercise caution prior to clicking on links or opening attachments. Brad, Having looked more carefully at the Polaris spreadsheet of NMSL collections/locations, it is obvious that clean-up has to happen ie 4840 items with no collection or location. And/or, items have been assigned collections but have been assigned to incorrect collections and/or locations. For instance, there should be no Federal materials in the Foundation collection, not possible, so clearly an error was made and should be corrected before we migrate. Who will be running the Polaris reports so we can begin this clean-up? Or tell us how to run the reports and we'll begin with the obvious, like the 6 Southwest items on the Federal reference serpentine. Lori Lori Smith Thornton Public Services Bureau Chief New Mexico State Library Department of Cultural Affairs 1209 Camino Carlos Rey Santa Fe, NM 87507 (505) 476-9717 ________________________________ From: Thornton, Lori, DCA > Sent: Thursday, October 28, 2021 4:05 PM To: Focused discussion list for SALSA libraries > Subject: Re: [Nmsalsa] NEWM Symphony Locations for Polaris I prefer plan D. Lori Lori Smith Thornton Public Services Bureau Chief New Mexico State Library Department of Cultural Affairs 1209 Camino Carlos Rey Santa Fe, NM 87507 (505) 476-9717 ________________________________ From: nmsalsa-bounces at lists.zianet.com > on behalf of Carrington, Bradley, DCA > Sent: Thursday, October 28, 2021 3:04 PM To: Focused discussion list for SALSA libraries > Subject: [EXTERNAL] [Nmsalsa] NEWM Symphony Locations for Polaris CAUTION: This email originated outside of our organization. Exercise caution prior to clicking on links or opening attachments. Hello all, See the Polaris spreadsheet available from the libguide https://libguides.nmstatelibrary.org/c.php?g=638028&p=8597223 for our work so far on Location Policies. See the attached extract from the slide show. Location Policies describe a location (see Home Location in screenshot) and establish some circulation rules (which can be overridden by the Circulate flag-- see screenshot). [Graphical user interface, text, application, email Description automatically generated] [Graphical user interface, application Description automatically generated] On the spreadsheet it's a long list but your library will only see its choices. Plan B: Maybe I'm overthinking Location -- Darren can tell us whether it's best to make more use of the Polaris shelf locations, e.g., item Library Angelico Chavez History Library and home Location Microform. In our Location policies Lori added some of the Polaris shelf locations. We would need to finish adding all or most of the shelf locations, if we want to follow Plan B. Plan C: Perhaps easier would be to load the Polaris collections AND the Polaris shelf locations all into Symphony Locations. For example, item Library Angelico Chavez History Library and home Location Chavez Archives. Plan D! Perhaps even more easy would be to load our Polaris collections into an Item Cat (because of importance it seems to me that it should be Item Cat 1) and then simply load our Polaris shelf locations as Symphony Location policies. For example, item Library Angelico Chavez History Library and home Location Microform and Item cat1 Chavez MicroFilm. See my previous email about Item Cats. Here?s a shot of Item cat1: [Graphical user interface, text, application, email Description automatically generated] What do you think? Merci beaucoup! Brad Bradley Carrington bradley.carrington at state.nm.us New Mexico State Library, Santa Fe NMS, NmSSL -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 41282 bytes Desc: image001.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... 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