Search Results for: functionality

ConC & TD Statistics

Quick note: the FAQ section appears below this form…

ConC & TD Stats Reporting

A form used only by CLiC staff

Consultations and Visits
Consultations and visits: we all know what these are. Virtual consults typically are conducted online via Zoom/Teams or via phone, but also may included extended email exchanges that utilize the consultant's time, special knowledge/expertise, etc.
Activity
Topic
Library Type
 
Talent Development
May include any formal training events or sessions when YOU presented on behalf of CLiC - or trained a presenter - or provided significant production/coordinating support
Type of Training
Venue
Subject
 
Open-ended and optional. Describe significant project(s) or engagement(s) during the month. Consider including impacts, themes or stand-out stories.
Staff member: add your email so that the form contents are sent back to you, too!

FAQs a.k.a. That Gray Area of Tracking Stats

Our goal is to be as accurate as possible, but also understand that there will be exceptions. We can’t foresee every situation/scenario, so we will all do our best to be consistent.

Consultations

How should we count multiple consultation contacts with one library?

A consultation with a library is just that. One. BUT, read further…

Example: The work is strategic planning consultation with an individual library. You schedule to visit or engage virtually, three times in February. Is this three visits and therefore three consultations? Nope. Count it as one engagement/consultation for that month and move on.

However, the exception is if TIME stretches the consultation. Let’s say the engagement spans across two months (February and March). Submit in this way: one consultation in February and one in March.

What if during a consultation we discuss multiple topics?

This does occur. Simply pick the primary subject and move on. But also use your good judgement! If it “feels” like a long conversation or visit dives pretty deep into two or more topics, then log each as a separate consultation (within reason).

Example: The primary reason for the consultation is to provide guidance around weeding / collection management. During the visit, the director says, “Oh! While I have you here, I want to pick your brain about a room reservation issue we’re facing, and we don’t have a good policy for this situation…” If it felt like two separate consultations, then count them as such (1. Collection Management | 2. Policy Development)

How do we distinguish between consulting for other organizations and internal staff guidance?

This question is really about what counts as a consultation when it’s directed internally support other CLiC staff members…

It depends on the intensity, to a certain extent. We often support one another in our continued pursuits to build our expertise, right?

Example: You demonstrate the functionality of a special spreadsheet that uses buttons, macros and summarizes statistics (sound familiar?). I wouldn’t count that as a consultation.

But if you schedule a session where you sit down with another staff member, review a complex spreadsheet they often use in their work, and you offer some guidance on aspects of the spreadsheet’s structure, ways to consider automating tasks through the use of macros… then that may count as a Technology consultation.

But if you teach another person HOW to do that, we’re really moving into… (see below!)

Talent Development

Do I log my conference or webinar attendance numbers with this form?

Not unless you presented at the conference/webinar.

How do we distinguish between staff training for other organizations and internal staff training?

We don’t. But it should still be planned/intentional training.

Example: a 40-min staff in-service session on a topic, complete with instructional structure, engagement elements, visuals, etc. Count that.

But if it’s a casual 10-min orientation on a subject or lite informational session delivered during a staff meeting, don’t count. That’s everyday conversation and knowledge sharing.

CMS System – Lights Out!

We’ve reached the end of an era, in terms of courier services.

Courier Management System interface screenshot

The Courier Management System

For nearly two decades, CLiC has operated what it calls the Courier Management System, a fancy name for a combined database and website containing information about every library, academic institution or school participating in the statewide courier service. For years, our organization utilized this specialized, custom tool developed by Quipu Group (a fantastic library software development company well known in the Colorado library community).

For years, libraries used the CMS to look up courier codes and information about other libraries, to generate courier slips, and to review their courier cost estimates.

As we all know, technology has marched steadily forward. Custom coding and system updates are required to develop and maintain the CMS, so we’ve reached that predictable point when other web-based systems offer similar or improved functionality at a fraction of the cost and maintenance headaches. Quietly, steadily, CLiC has developed internal tools or has licensed off-the-shelf software or website plugins that replace the functions built into the CMS. My oh my, how this system served all of us well, and lasted soooo long.

But it’s finally time to turn off the lights on the CMS. On Thursday, August 8, this system will go dark.


WHO MOVED MY CHEESE?!

In case you’re one of those few individuals who still use on the CMS, we can assure you, nothing has been lost. We still have your tools.

Looking for our Courier Code Lookup tool? Courier Code Lookup

Looking for our Routing Slip Generator? Print Courier Slips

Both of these are easily accessible from CLiC’s In State Courier page. You also will find on the page COST tables for libraries’ participation — this is where we have annually published the rates for this statewide service, subsidized by funding received from the State of Colorado.

 

Courier Restart: So Much to Know!

Hey, Stranger!

Is your library ready to jump back into statewide resource sharing? If not, there’s no pressure from CLiC. Local control rules the day.

But if your library is ready, we first need some information from you.  Please fill out the Restoration of Courier Service form so we can let WPL (Western Peaks Logistics) know that your library is ready for service to resume.

BEFORE you get started, PLEASE read further. These details are important, so that your expectations are realistically matched with CLiC’s ability to deliver service.

  • Statewide courier service will not be turned on with a single flip of the switch. It requires a measured, staged approach because libraries are re-opening on different dates and with different service models. Local control determines when a public, academic, school or special library re-opens, and to what extent that library’s services involve interlibrary loan.
  • When a library requests that its courier service be restarted, it means the library anticipates having staff ready to receive delivery and process interlibrary loan requests. Libraries will not be allowed to periodically request starts and stops to their service. A library requesting restart of courier service should have confidence that its facilities will be operational for an extended period of time.
  • Courier service will be restored to a library after a determination by Western Peaks that a) the route is deemed efficient; b) fleet and driver capacity provides for the ability to provide sustainable, consistent pickup & delivery to the library.
  • Routing and scheduling is determined by WPL, not by CLiC or local libraries. Libraries cannot request specific time windows or changes to their delivery schedule. Deliveries/pickups will occur during either a morning window (9-1) or afternoon window (12-4). Check your current Courier Agreement for specifics on delivery days and times.

FAQs

Here are a few FAQs that you may be wondering about regarding restart of courier service.

I’ve already filled out your restoration of services form. Do I need to fill it out again?

Nope, you’ve done your part! If you already filled out the form, we have your details in hand. Subsequent broadcast messages you receive from us promoting the restart and the form are meant for all of those libraries who haven’t yet filled it out.

Most libraries are getting courier now; why aren’t we?!

We understand the emotion and concern behind this question. Many libraries are receiving service, and many still are not. For a quick dive into the complexities and reasons for a slow ramp-up in this statewide service, check out Wild Days Ahead: Restarting Library Courier

What if I don’t have enough empty bins for material that needs to be picked up?

We’ve got you covered! Let us know what you need on The Restoration of Courier Service form. In late April 2020, CLiC invested $8,000 to purchase additional gray bins to help smooth the restart process.  All library material needs to be in a gray bin.

Is Western Peaks disinfecting every item that passes through its system?

No. When courier services are running at full capacity, a typical DAY could involve more than 10,000 items. Libraries are encouraged to use their own local standards of quarantining and disinfecting material.

Bins held by Western Peaks Logistics while courier services were suspended have been wiped down with disinfectant. No item-level disinfecting has been done.

Are drivers required to adopt safe-handling procedures?

Yes. Western Peaks Logistics has reported that drivers do wear gloves, masks and have been advised to follow established safety guidelines. Drivers are temperature scanned at their hub locations on a daily basis. The company, many weeks ago, created protocols for regularly disinfecting high-touch surfaces and other points for common contact. Since the onset of the public health crisis, no WPL drivers have tested positive for COVID-19.

Are libraries required to disinfect material in a standardized way?

No. Remember, time is the best disinfectant. Quarantine and disinfecting procedures are determined locally by each participating library. Many libraries are adopting 72-hour quarantine periods for material returned by patrons or received through the courier.

See the latest research-based findings for how long the COVID-19 virus lives on library material, as published by the REALM Project.

In early April, CLiC issued a guide that addresses some aspects of safe material handling. See: Returning to Service: Libraries and COVID-19. Follow your internal procedures for handling incoming materials, just as you would for materials returned by patrons.

Is there anything else I should be thinking about?

We are communicating actively with our colleagues at Marmot, the Alliance, Colorado State Library (SWIFT) and Flatirons Library Consortium. Since CLiC already manages AspenCat, we have those internal communication lines well established.

However, we strongly advise that your library think through what resource sharing looks like for your community and what dependencies on the statewide courier are involved — BEFORE turning on within your library catalog any patron-initiated interlibrary loan functionality. Consider waiting until courier is running consistently to your location.

Hooray! Is my library making a difference?

Absolutely! CLiC’s goal is to make it simple for your library, ensure communication is clear and consistent, and that all libraries choosing to participate in this resource-sharing system recognize that we’re all in this together. We’re a community. It’s imperfect, but works pretty darn well when we pitch in together.

FOLIO Meet-up Colorado 2019

Imagine a community working together to develop technologies that meet the unique functional needs of each library today, while positioning libraries to grow and evolve into the future. In this one-day symposium, discuss the FOLIO project, a community collaboration to develop an open source platform that will support traditional library management functionality and is built for innovation. Join fellow librarians from Colorado as we explore the future of library technology.

Register at: FOLIO Meet-up Colorado 2019 Event

Agenda:

10:00 – 10:45
Welcome and FOLIO 101 – Christopher Holly, EBSCO

10: 45 – 11:30
Kevin Kidd, Director, Wentworth Institute of Technology Library, to present on Fenway Libraries Online’s (FLO) decision to choose FOLIO and look at a single v. multi-tenant implementation

11:30 – 12:30
Vendor panel, looking at various options for FOLIO service providers, with:

  • Brendan Gallagher, ByWater Solutions
  • Christopher Holly, EBSCO
  • Mike Gorrell, Index Data

12:30 – 1:15
Lunch will be provided

1:15 – 2:30
Deep dive with U Colorado Boulder – Hear how CU is participating in the community; see what 3 FOLIO Special Interest Groups (SIGs) are working on; and watch live demos with:

  • Leslie Reynolds, OLE Board Member
  • Laura Wright, Metadata Management SIG
  • Nicole Trujillo, Resource Management SIG
  • Deborah Hamrick, Accessibility SIG

2:30 – 3:00
A look at project tech issues and challenges (including AWS hosting, inreach integration/API integration) – Mike Gorrell, FOLIO Technical Council member

3:00 – 3:15
Timeline and Q&A with all presenters

Register at: FOLIO Meet-up Colorado 2019 Event

FOLIO Meet-up Colorado 2019

BE A PART OF THE FUTURE OF LIBRARIES.

Join fellow Colorado librarians as we explore the future of library technology. Discuss the FOLIO project, a community collaboration to develop an open source platform that will support traditional library management functionality and is built for innovation. Help envision the future of your library.

Program Details: See FOLIO Meet-up Colorado Agenda

Location: University of Denver, Anderson Academic Commons

Hosted By:

Colorado Alliance of Research Libraries | Marmot Library Network | CLiC | University Libraries, University of Colorado