Staff Meeting Notes, 2-11-15

1. Updates:
1. January Monthly Report, October & November Stats (Karen)
2. Manager Boot Camp/ FY 16 Customer Experience Goals (Karen)
3. IRS tax forms--what to say to customers (Alice)
2. Project:  Opening/Closing Guidelines--Review handout and bring comments/suggestions to March staff meeting.
3. Circulation Training: New Lost Cards Procedure; Use Workflows Password; Placing Holds in Enterprise (Alisa) (handouts)

Quick Notes

• Incidents in the Parking Lot:  If you see people engaging in criminal or sexual activity in the parking lot, don’t approach them directly but report it in an Incident Report (with as much detail as you can) within 24 hours.  Call 911 right away if a crime is being committed.

• Don’t recycle paper with confidential customer information:  Recently I was helping a customer who was confused about fines on his account.  It turns out his hold wrapper was printed on the back of a detailed printout from another customer’s account.  
• Don’t recycle to the printer any paper with customer information of any kind, including paging lists, holds transfer sheets, and clear holds lists.
• Check all sheets before reusing them.
• Verify deposits carefully and note any problems on the Cash Drawer Count Report.  The Business Office called me last month about a deposit that was $1.80 short.  The deposit envelope contained $45.40 instead of $47.20 on the Merchandise Category Report; there were no notes.  
• A note explaining the shortage would save the Business Office and your colleagues time spent trying to figure out what happened.
• If you’re not sure what happened or what to say, ask a colleague for help.
• Protect yourself from unnecessary scrutiny by documenting your actions.
• Open window blinds: The blinds in the children’s area have been repaired (mostly).  You may close or adjust them during the day to block sunlight.  At the end of the day, make sure the blinds are open (those that are working) so interior of the building can be seen from the street.  To open the blinds, turn them at an angle to the window first before pulling them closed.
• Kronos comments and punch rounding: Email timecard issues (missing or duplicate punches, reason for tardiness, unscheduled leave) to me not later than the last day of the pay period.  I approve timecards after you leave that day and won’t add any missing in or out punches unless I have the time of the missing punch from you in writing.  See the handout for Kronos comments and punch rounding times.

Upcoming Staff Events

• Thursday, February 12: Defensive Driving Training (Doug, Katherine, Lauren)
• Friday, February 13: Last day of Pay Period
• Wednesday, February 18: Staff Training Meeting (Alice & Shanti)
• Wednesday, February 18: 2nd TLA A to Z webinar series: “Dealing with Difficult Situations”
• Thursday, February 19: Defensive Driving Training (Jasmine, Leona, Temeka)
• Friday, February 20: Pay Day
• Wednesday, February 25: Open Discussion Meeting
• Friday, February 27: CE Managers Meeting (Karen, Lauren)
• Friday, February 27: Last day of Pay Period
• Wednesday, March 4: Tech Training Meeting/ Management Team Meeting
• Friday, March 6: Pay Day
• Wednesday, March 11: Staff Meeting

Tech Training Notes 2-4-15

EBooks & Hoopla
Presented by Jose

Today we created  a Hoopla account and also placed e-books on hold with Overdrive 

All what we needed was a library card and also a valid email address
we were able to check out a Music CD for 7 days
Things have changed for good with Overdrive and Hoopla 
Hoopla
https://www.hoopladigital.com/home 
Before we were able to check out only 4 items a month now its 8 items (Movies, music, audio books and tv series) 
Overdrive 
http://hadc.lib.overdrive.com/02B86BB2-2C60-4C36-9EEB-87859EEBB603/10/50/en/Default.htm
Before only "5 at a time" now you can a check out a maximum of "10 items at a time"
all what you need with overdrive:

1. a library card
2. an email to get notifications for books on hold 
3. download the app if you have a tablet or smartphone (you still can read book thru the browser if you don't have a tablet or don't have access to one)

Let me know if you need any help or questions (shot me an email)

Jose.- 

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.