INNReach Training: SearchOhio and OhioLink

INNReach Training:SearchOhio and OhioLink INNReach Reports: Institutional OverduesHello and welcome to INNReach Training for SearchOhio and OhioLink. This video will show you how to run the Institutional Overdues report.1

Institutional overdues creates a report that shows all offsite items that have been billed to the borrowing patron. The report is sent each library that has a patron with a billed item. The borrowing library should then add that item as a manual fine, check the item in, then delete the virtual record from their patrons INNReach tab. The owning library can then remove the item from their system. To begin on Sierra, click the function menu and choose INN-Reach Reports from the dropdown menu. 2

1.2.3.For Report type, choose Institutional Overdues. The minimum days number is up to each individual library. It is a good idea to ask a manager or cataloging to see how long they want an item that is not coming back to remain in the catalog. This example will use 120 days. Choose Item Location and call # for the sort by, as the first task you have is checking your own shelves for the items. Click Prepare to populate the list. Be aware that it can take several minutes for this report to populate.3

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Once the list has populated, youll want to organize it in a readable format. To do so, choose select printer and choose Standard Printer.4

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Next, choose Print to email.5

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Enter in your, (or the most convenient and accessible) email and click OK.6

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Finally, click the print icon on the top right of the page. There may not be a prompt to tell you that it was sent. Leave this page up while you go and check your email.7

This is how the list is presented in the email. Note that all the information that the borrowing location might need, (like patron name and item title), are included. This list will contain items from both SearchOhio and OhioLink libraries. The first thing you should do with this list is go and check your own shelves to make sure that the item was not actually returned. I promise, youll find a few. Once you have ascertained that the item has not in fact been returned, copy and paste each libraries information into an email and send it to the PCIRC contact.

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Check the patrons card and make sure that the item is actually there and billed.

When the borrowing location receives the information they should check the patrons card and make sure that the item is actually there and billed. Some patrons request multiple copies of the same title, so make sure to match the barcode.

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Check the patrons card and make sure that the item is actually there and billed.

2. Add the item as a manual fine (either $25 or $125) and at least include the title, owning library information, you initials, and the date into the details section.

Next, add the item as a manual fine ($25 or $125) and at least include the title, owning library information, you initials, and the date into the details section.

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Check the patrons card and make sure that the item is actually there and billed.

Add the item as a manual fine (either $25 or $125) and at least include the title, owning library information, you initials, and the date into the details section.

Manually Check-in the item. Make sure to remove the fine that will be added to the account at that time.

Then go to the checkin screen and manually Check-in the item. Make sure to return to the patrons account and remove the fine that will be added to the account at that time.

11Check the patrons card and make sure that the item is actually there and billed.

Add the item as a manual fine (either $25 or $125) and at least include the title, owning library information, you initials, and the date into the details section.

Manually Check-in the item. Make sure to remove the fine that will be added to the account at that time.

Delete the virtual record from the patrons account.

Next, go to the patrons INNReach tab and right-click on the item. Choose delete item to completely remove the virtual record from the patrons account. 12

Check the patrons card and make sure that the item is actually there and billed.

Add the item as a manual fine (either $25 or $125) and at least include the title, owning library information, you initials, and the date into the details section.

Manually Check-in the item. Make sure to remove the fine that will be added to the account at that time.

Delete the virtual record from the patrons account.

Respond to the person who sent you the report and let them know that they can now remove the item from their catalog. Respond to the person who sent you the report and let them know that they can now remove the item from their catalog.

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Here is an example of a return email. Replying in the same email also allows the owning library to quickly reference the books that were sent to your location.14

When you receive the emails back, or after the specified time has past, use the list you originally generated and check in the items. You will get the message saying that the item has been returned from offsite. You will want to send this list to your cataloging/technical department so that they can remove the items from your catalog.15Jessica CurtisINNReach ContactWesterville Public Library614-882-7277 ext. 2191jcurtis@westervillelibrary.org

INNReach Training:SearchOhio and OhioLink

Please see your PCIRC contact if you have any problems. If further help is needed, please contact Jessica Curtis at the Westerville Public Library. Thank you. 16