Open Discussion Notes 1-28-15

Workroom, 11:15-11:45AM Recorder: Evin    Moderator: Alisa

1. New Staff: welcome to Trish from COL and new-to-HPL staff Lauren and Doug. Trish appreciates coming back to KEN
2. Meeting Room Reservations: ask customers to try to at least estimate number of people who may be attending, so we have something to base the “meeting room used” stats on.
3. AV Repair Shelf: Temeka is going take over duties from Juli [now being done by Trish. KL].
4. Printer Settings: please don’t change the printer settings, especially the Delivery printer and the receipt printers.  They are configured specifically to work with the software.
5. Duplicate applications:  Before creating a new account, check for duplicates with a name and ID (TDL or TID) search.  
6. Evanced: everyone had turned in their programs for March and they are already in Evanced.
7. New Procedure for Lost Cards: go to “Modify User” > “Privilege” > Change to “Lost Card” and save.  Then open account again and scan in new card number.  
8. Override password in Workflows:  Use your Workflows password, not the default one.
9. Workflows discharge:  Don’t use fine-free discharge.  Use “Special” > “Discharging Bookdrop” if you need to backdate items.  Whenever waiving or reducing a fine, put a note in “Extended Info” to explain and document your action.
10. When in doubt, always have another person with you.
11. Appropriate government-issued IDs for library cards are Texas driver’s license and id card, US and foreign passports, US military cards, etc.
12. Don’t forget to check in returned laptops!  Customers will be charged $25/hr late fees, which could block their card.
13. When holding items at the desk for customers, please include the date, so we can tell how long the item has been sitting there.  (Desk holds for 24 hours or less only.  If longer, need customer’s account number to hold item and place on hold shelf.)
14. Jose did a great job helping a Colombian family.
15. If someone calls for Jose saying she’s his mother, it’s customer who wants to speak to him, not his mom.  Take a message.

Open Discussion Notes, 1-22-14

Breakroom, 11:15-11:45

General Reminders

·         Remember to un-forward the phone on 2^nd floor in the morning. (AEB)

·         Tax Help starts on February 1 – Saturdays 10-2; Wednesdays 12-4 (MH)

·         When assigned to the book drop, please help the sorter clear the bins before leaving the first floor. (NO)

·         Report to Bookdrop and Sort at the top of the hour. If you’re the sorter, let the Lobby/DU team know if you’re taking a break. (NO)

·         If possible, as a courtesy, call and let the person you are relieving know if you are caught on another desk. (TD)

·         When checking in delivery, use TRAP HOLDS. Many DRV-UP items are still not being made available properly. (AEB)

·         Check the schedule often because changes are sometimes made throughout the day. Meg will make an effort to communicate these changes as well. (AB/MH)

·         Via Juli and Jose, we have Spanish/English translation for instructions for logging onto the computers, as well for general information to use at our reference desks. See Juli if you would like something added to the list. (JK)

Circulation reminders

·         Remember to check for existing accounts. Pay attention to middle names and DOBs. Search by both Alt ID and Name! (NO)

·         Please use the Lost Card wizard to mark a card lost and issue a new card. See Nina if you need additional help with this. (NO)

·         ALWAYS put a note in the customer’s account, and remember to READ notes that are already in accounts. (NO)

·         When you are assigned to clear holds, clear the Hold Shelf completely. This means clear the D/U carts and the A/V cart, too. (AEB)

·         When noting a lost card, please put the date AND time the report was made (or new card was issued). (AD)

Children’s updates and reminders (LH):

·         Please make sure FLIP kit surveys are filled out completely before giving out the CMH pass.

·         There are additional FLIP kits inside the yellow dog house. Replenish as necessary.

·         SRP scheduling will be soon – if you have any performer suggestion or would like to assist with a particular event, let Leona know.

·         A copy of the Name That Book list for K-2 will be placed downstairs in the sort room so we can try to catch a few of those holds.