- ilsevaluation-circ

ILS Evaluation Circulation Workgroup draft and meeting poll
by Heidi Oliversen 30 Dec '24

30 Dec '24

Good afternoon: At our last meeting we talked about your impressions of the two vendors reviewed and I mentioned that the next step is create a preliminary recommendation report. I have created a draft of a recommendation report based on the meeting, the vendor demo checklist notes, and any vendor follow-up. The demo checklists notes and demo follow-up are linked here: https://www.scls.info/ils-evaluation-2024-2025#CIRC. Also, I have attached the notes from our last meeting. To move forward with compiling the recommendation report, there are a couple of tasks that you need to do. Poll for January meeting I have created a poll to find a date for a January workgroup<https://rallly.co/invite/GjZ4r0K4UXxq> meeting. Please complete this poll by Thursday, January 9, so the meeting can be scheduled. Preliminary report Here is the draft of the Circulation Workgroup Recommendation report<https://docs.google.com/document/d/1J81ZPWv92xOmzC18dEphmo6CytXkp9CK/edit?u…>. Each vendor has a pros and cons section. I have filled in a number of pros and cons based on the demos and discussions (I had to stop as I kept getting mired down in the weeds). Please review this draft and add your own pros and cons. I don't have a deadline for this right now but everyone should have reviewed this by our meeting, so the deadline is by the meeting (yet to be scheduled). At our meeting we can review this and make the final recommendation to the Lead Workgroup. There are some additional questions that have been sent to the vendors and we should have these answers by mid-January. If you have any questions about this please let me know. I think the document is properly set to allow you all to edit but let me know asap so I can fix it. Thanks and happy new year! Heidi -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 0

Scores for each sheet
by Heidi Cox 05 Dec '24

05 Dec '24

Here are the scores from each check list and an overall average score. Heidi Cox, Director E.D. Locke Public Library 5920 Milwaukee St. McFarland, WI 53558 608-838-9030

1 0

ILS Evaluation Circulation Workgroup meeting, Thursday, Dec. 5 at 11am
by Heidi Oliversen 05 Dec '24

05 Dec '24

Hello! The next ILS Evaluation Circulation Workgroup meeting is on Thursday, December 5, at 11am. The anonymized Demonstration checklists and vendor follow-up responses are located on this webpage https://www.scls.info/ils-evaluation-2024-2025#CIRC Please review the documents before the meeting. At the meeting we will review the results from the demonstration checklists and the vendor responses to follow-up questions. This is an opportunity to submit additional questions and concerns if you have them. Here is the Zoom information for the meeting: Topic: ILS Evaluation-Circulation workgroup meeting Time: Dec 5, 2024 11:00 AM Central Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/88591897780?pwd=msDuPYoHbkGmT1MA3Q6gX94bZPJrph.1 Meeting ID: 885 9189 7780 Passcode: WmKxa7nW Have a happy Thanksgiving holiday! Heidi -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 1

ILS Evaluation-Circulation workgroup meeting: December 5, 2024
by Heidi Oliversen 24 Oct '24

24 Oct '24

Hello: Thank you to those of you who responded to the Rally poll. The date and time that most people can attend is Thursday, December 5 at 11:00AM. ILS staff are working on collating the data we have gotten so far and will inform all workgroups when the information is posted to the website and available to review: demonstration checklist responses, vendor follow-up question responses, site visit notes and other information as possible. Here is the Zoom meeting invitation information: Heidi Oliversen is inviting you to a scheduled Zoom meeting. Topic: ILS Evaluation-Circulation workgroup meeting Time: Dec 5, 2024 11:00 AM Central Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/88591897780?pwd=msDuPYoHbkGmT1MA3Q6gX94bZPJrph.1 Meeting ID: 885 9189 7780 Passcode: WmKxa7nW -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 0

Poll for ILS Evaluation-Circulation Workgroup meeting November/December
by Heidi Oliversen 07 Oct '24

07 Oct '24

Hello! I am working to schedule a meeting of the ILS Evaluation Circulation Workgroup in November or early December. I have created a poll to find a date and time. The link to the poll is here: https://rallly.co/invite/golkZ7ZG90Dx Please fill out the poll by Friday, October 11. At this meeting we will review the results from the demos and the follow-up, as well as compile questions and concerns. Thank you! HeidiO. -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 1

Circulation checklists demo response spreadsheets
by Amy Gannaway 05 Sep '24

05 Sep '24

1 0

Polaris Patron4 checklist demo - recording of session
by Heidi Oliversen 23 Aug '24

23 Aug '24

Hello all: I am very sorry but when the Polaris follow-up session for the PATRON4 checklist was scheduled in early July, I totally forgot to send out an email to lannounce the session. Amy did post it on the ILS Evaluation 2024-2025 webpage<https://www.scls.info/ils-evaluation-2024-2025> under the ILS demos, but I completely forgot to send out the announcement or a follow-up reminder. We had the session today at 1:00 pm as scheduled and here is the recording of the session: (Vimeo) https://vimeo.com/manage/videos/1001729254/687c1a66f0 Please pull up the Google form PATRON4: Patron Notices and Messaging<https://forms.gle/T5TdTv9bPmLh9bWN6> while you are watching the video and fill out the checklist. Let me know if you have any problems accessing the video. Again, my apologies. Heidi -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 1

Post-demo follow-up questions and responses from Sirsi Dynix and Polaris
by Heidi Oliversen 06 Aug '24

06 Aug '24

Hi: Attached you will find the vendor responses to the follow-up questions that the Circulation Workgroup compiled. As you work your way through these responses, please record any additional questions or requests for clarification and send them to me. I have reviewed them a couple of times and would value any input regarding the responses that you are able to provide. Heidi -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 0

Follow-up Circulation Evaluation questions for vendors - deadline Monday July 1, 2024
by Heidi Oliversen 25 Jun '24

25 Jun '24

Good afternoon: At the meeting this morning, we reviewed the follow-up questions for each vendor and added a few more. The list of follow-up questions for each vendor is in this Google folder: https://drive.google.com/drive/folders/1CRJYjn4QAGebYeJSXRnaup8sQEy8rsMO?us… If you were unable to attend this morning's meeting and/or you have other questions to add, or revisions to existing questions to add granularity, please make any changes by 5:00 PM on Monday, July 1, 2024. You can modify these documents, using tracking or add your initials to the changes. After that, the lists of requested follow-up questions and demonstrations can be sent to the vendors. Remember, you can review all of the responses to the Circulation checklists in this folder: https://drive.google.com/drive/folders/10_0jeP0Uz3Uq2oJ13bSXhWnpYYXtKqn3?us… Thank you, Heidi O. -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 0

Reminder about ILS Evaluation Circulation Workgroup meeting on Tuesday, June 25th
by Heidi Oliversen 20 Jun '24

20 Jun '24

Good morning: This is a reminder that we have an ILS Evaluation Circulation Workgroup meeting on Tuesday June 25 from 10:00 - 11:30AM. Here is the Zoom information: https://us02web.zoom.us/j/85282572911?pwd=J58U5k4WyI5jVaxdUxEfmKvk01SYXF.1 Meeting ID: 852 8257 2911 Passcode: VzD9mw3F I have started lists of questions for each vendor. These are all in this Google folder: https://drive.google.com/drive/folders/10_0jeP0Uz3Uq2oJ13bSXhWnpYYXtKqn3?us… You can edit these documents, please add additional questions before the meeting, especially if you are unable to attend. If you would like to review the complete set of responses to each the checklists, you can view them in this folder: https://drive.google.com/drive/folders/10_0jeP0Uz3Uq2oJ13bSXhWnpYYXtKqn3?us… Thank you, Heidi -- Helping member libraries provide the best possible service to the public. Heidi Oliversen Circulation Services Consultant South Central Library System 1650 Pankratz St. Madison, WI 53704 608-242-4711 holiversen(a)scls.info Report ILS problems online at or call the Help Desk: (608) 242-4710 / toll free (855) 583-2435

1 0