13:49:40 From Heather Arnold - MLC of STL to Everyone : Good to hear! :D 13:49:57 From Heather Arnold - MLC of STL to Everyone : I'm going with option A. 13:51:57 From Heather Arnold - MLC of STL to Everyone : I'd love to hear anybody's strategies for dealing with Hoopla records. We load into our catalog and they are a beast to deal with. All input welcome! 13:52:47 From Kate Meador - Dallas PL to Everyone : We only load the top 100 titles into our catalog each month, and fully purge & replace them at the end. 13:53:18 From IUG Virtual - Forum 3 to Everyone : Do you have any sort of stats on whether those end up being useful or not? 13:53:24 From Kate Meador - Dallas PL to Everyone : The exception is if a group like our Personal Librarian project wants to add econtent titles; then we either add or create the bibs. 13:53:24 From Heather Arnold - MLC of STL to Everyone : I love that idea. Did you work that our with your rep? I wonder if we could increase to the top 1000 or so. 13:53:54 From Heather Arnold - MLC of STL to Everyone : I do not know - they don't "circulate" so I don't know how could I collect stats on that. Ideas welcome on that too! 13:53:59 From Anne Barnard - Orion Twp to Everyone : Kathy McKinney from Farmington Community Library asked "We are currently talking about swiching our marc records vendor. We currently have OCLC. We are looking at Sky River and B&TCat. Does anyone use these service. Any pros/cons for their services?" 13:54:34 From Kate Meador - Dallas PL to Everyone : I'm sure we do, but a different librarian does that import--I can check with him about the stats. 13:54:56 From IUG Virtual - Forum 3 to Everyone : I wonder if hoopla has analytics and can tell the referring URL 13:55:32 From IUG Virtual - Forum 3 to Everyone : I'm pretty sure that's one of the stats google analytics provides. and I'm SURE that hoopla probably cares a lot about where their use is coming from (so they know where to advertizse or whatnot) 13:55:50 From Heather Arnold - MLC of STL to Everyone : That's an excellent idea, thank you 13:56:39 From Heather Arnold - MLC of STL to Everyone : Does anybody else load all Hoopla records into their catalog? Just curious. 13:57:33 From LMurff to Everyone : We load the top 200 of each format. Hoopla does keep track of what link is followed to their site. At our public library, most circs came from searching within Hoopla 13:57:34 From Sarah Bills to Everyone : Yes, Hoopla bibs - no items. 13:57:46 From Marlene to Everyone : Yes. We load Hoopla records into our library catalog. I do some editing before I import them. 13:59:28 From Heather Arnold - MLC of STL to Everyone : @LMurff, can you tell me how to find that info on the Hoopla admin site? 14:00:02 From Heather Arnold - MLC of STL to Everyone : Or I could just message my rep :) 14:00:32 From LMurff to Everyone : I wish I could but I don't pull the statistics:-( 14:00:46 From Heather Arnold - MLC of STL to Everyone : No problem, just knowing the info is out there is great! 14:01:44 From Erin Shield to Everyone : They aren't very pretty. :) We load some but not all and I edit a lot. 14:01:48 From LMurff to Everyone : I clean up hoopla with MarcEdit. 14:02:19 From Lisa to Everyone : How do you deal with the maintenance of these records/deleting ones no longer available? 14:02:22 From Kristynn to Everyone : We clean up with MarcEdit also. 14:02:28 From Kristynn to Everyone : They send duplicates also 14:02:45 From Erin Shield to Everyone : Yep they aren't very great with deletions either. and SO many duplicates. :( 14:02:45 From Gabrielle Gosselin to Everyone : We load them all (as far s I know) and have a homegrown version of a roll up function on our website if you want to get an idea of what it might look like 14:02:58 From Gabrielle Gosselin to Everyone : https://www.richlandlibrary.com/ 14:03:06 From Dennis Todd to Everyone : What edits do you find yourself having to make? Fixed fields? 14:03:08 From Heather Arnold - MLC of STL to Everyone : Thank you Gabreille, I will! 14:03:34 From Heather Arnold - MLC of STL to Everyone : I remove LCSH juvenile headings, as we don't use them. Also their authority control is .. questionable. 14:03:55 From IUG Virtual - Forum 3 to Anne Barnard - Orion Twp(Direct Message) : I need to take the dog out, she's signaling an emergency. BBIAB 14:04:01 From Sarah Bills to Everyone : Is it possible to attach your own photo to a bib to display in the PAC? For instance, we have our non-traditional items, and we'd like to have a photo of the item instead of the generic icon. 14:04:15 From Erin Shield to Everyone : Also: hoopla. Our cover images are based on upc/isbn so no covers. Boo 14:04:44 From andrew.wright1 to Everyone : Our ILL agreement requires we use OCLC. I have looked at these other products but they don't have the depth of records that OCLC has 14:05:34 From Heather Arnold - MLC of STL to Everyone : @Sarah, I think it depends on your cover vendor. We were able to upload our own photos with Chilifresh as long as they were tied to an ISBN or UPC. 14:05:50 From Erin Shield to Everyone : Does anyone use any automatic features available on WorldShare that interacts with ILL in Polaris? 14:05:53 From Heather Arnold - MLC of STL to Everyone : @Erin, I know! The lack of covers is sad looking. 14:06:42 From Celia to Everyone : @Heather, how is Chilifresh with media covers? We tried them years ago and they didn't have many CD/DVD/Videogame covers 14:08:06 From Kate Meador - Dallas PL to Everyone : Hi, Donna! 14:08:07 From Elaine Sloan to Everyone : @Celia, we have Chilifresh and they are still fairly poor with media covers, particularly videogames. 14:08:10 From Heather Arnold - MLC of STL to Everyone : @Celia, we saw a lot of gaps, but it's hard to say if that is Chilifresh specifically or if the media companies just aren't great about licensing their covers for use. 14:09:24 From Wes Osborn (CLC) to Everyone : We do contentcafe for cover images which in our tests had better bluray/dvd coverage, but not sure about videogames. 14:10:03 From Celia to Everyone : Thank you! We currently use Content Café also and they have gaps as well, especially with video games. 14:10:27 From Sarah Bills to Everyone : I have Content Café as well, I'll have to reach out to them and find out. Thanks all! 14:10:37 From Lisa to Everyone : Does anyone use BookWhere? Thoughts? 14:10:52 From Loretta HCPL to Everyone : When we migrated to Polaris, the call number field was never configured with subfield codes, so the $a goes into the top prefix field, even though it is not a prefix. I am wanting to configure these, but not sure I will be able to fix the past 10 years of cataloging. Any thoughts? 14:11:11 From Kate Meador - Dallas PL to Everyone : @Celia We use ChiliFresh and in my experience, it's been very easy to upload artwork or correct errors--*once* I had the admin permission to do it myself. Reporting through their site was much clunkier and more of a hassle time-wise. 14:11:16 From Gillian to Everyone : WE use BookWhere and find most of what we need 14:11:51 From Loretta HCPL to Everyone : We were on SkyRiver and went back to OCLC. As the head cataloger, I am very relieved, but it does hurt the budget. 14:11:53 From Dustin Booher to Everyone : Indexing Question: Has anyone had issues with MARC fields dropping out of the KW index during a re-indexing? We had added our 970s for our custom On-Order searching. Recently they all stopped working. 970 is no longer searchable in PAC. Is this a setting that needs to be updated through every release? 14:11:54 From Erin Shield to Everyone : Can someone who is using z39.50 connection to OCLC for records walk through their workflow? We download Acq Marcs from vendor then start a session in Connexion Client but use z39.50 for LC authorities. 14:11:58 From Kristynn to Everyone : Yes. For our local authors we just send the photo to the vendor 14:12:09 From Kristynn to Everyone : contentcafe 14:13:34 From Heather Arnold - MLC of STL to Everyone : I'd love to see that too if you find it! 14:13:45 From Sarah Bills to Everyone : I'd like that information too please! (856) 14:13:45 From Carl Ratz to Everyone : You wouldn't get a jacket. you have to click on the link 14:13:48 From LMurff to Everyone : I would like that info too! We have never gotten it to work either 14:14:39 From Pam Swaidner to Everyone : We're able to use the 856 for cover art, but our discovery layer is Bibliocommons, not PowerPAC. 14:14:51 From Wendy to Everyone : the image was linked to different resource. 856 is for OPAC display only. 14:14:51 From Heather Arnold - MLC of STL to Everyone : Yes, it's in the admin portal. There should be an option for Upload Cover Images. 14:16:06 From Jessie to Everyone : We use BookWhere and generally find most of what we need! 14:16:22 From Ken Sawdon - TRAC PLS to Everyone : Some of our staff use BookWhere, and like it. I haven't had much luck yet, but I admit it's a new tool to me. 14:16:32 From Loretta HCPL to Everyone : I'm curious whether or not most libraries have the Lost Items Transition reports set up to run automatically. I'm trying to convince senior staff that we need to do this. Appreciate any input. 14:16:51 From Heather Arnold - MLC of STL to Everyone : We have a few catalogers who love their Bookwhere and won't give it up! But mostly we use the native Z39.50 in Polaris. 14:18:12 From andrew.wright1 to Everyone : City IT security, as well as general move to the Cloud have also contributed. 14:18:49 From Wes Osborn (CLC) to Everyone : z3950.clcohio.org is the central library consortium (Ohio's) z39.50 target - pac / polaris 14:19:17 From Jonathon McConnel to Everyone : We tried to link WorldShare to Polaris, but something about it failed and we shut it off. 14:19:20 From Heather Arnold - MLC of STL to Everyone : We do not 14:19:24 From Loretta HCPL to Everyone : Does BookWhere cost money or is it free? 14:19:27 From Dustin Booher to Everyone : On Lost Items: We transition after 90 days, but this is probably too short. We definitely want the items to eventually drop out (for good catalog hygiene) but we get a fair number of items returned after they have transitioned to withdrawn. This might be somewhat pandemic related right now. 14:19:33 From Jonathon McConnel to Everyone : Didn't work in a consortium 14:19:53 From Denise Richards to Everyone : We export requests to WorldShare from Polaris. 14:20:26 From Lisa to Everyone : @Wes what is the port/ database name for that? 14:20:29 From Elaine Sloan to Everyone : We do not have the lost items transition automatically, but I run reports every six months. Currently that has been expanded to a year, but it will shorten eventually when we reopen fully. 14:20:40 From Beth Bechtel to Everyone : Is there a way to add an item record to multiple bib records at once? We have many bibs for websites that didn't need items when they were added, but now we'd like them to display in the public catalog with items. The items won't need barcodes 14:21:24 From andrew.wright1 to Everyone : OCLC Navigator functions well with Polaris. 14:21:35 From Andréa Atkins (she|her) to Everyone : h 14:21:55 From Alison Hoffman (she/her) to Everyone : @Beth Could you export the records via Simply Reports (if you have Export Express) and then reimport them with a profile that adds item records? 14:21:59 From Tanya Platt to Everyone : We use Polaris and WorldShare, but I don't know if I have the technical knowledge to answer the question. I'm more of a Circ person than a cataloging person. But I'll say this: they're a little clunky together, and there are probably a lot of extra steps that wouldn't be there if they interacted better. We have to teach both patrons and staff to place ILL holds because it's not at all intuitive. 14:22:44 From Eric Young to Everyone : Thanks @Tanya! This is helpful to know. I was worried about the process. 14:22:48 From IUG Virtual - Forum 3 to Everyone : https://www.innovativeusers.org/forum/getting-started/14645-polaris-cataloging-acquisitions-forum 14:23:11 From Tracey to Everyone : We did have Polaris connected to Worldshare. The search interface was awful. Librarians had a challenge finding titles let alone customers. 14:23:42 From Beth Bechtel to Everyone : @Alison Great idea! We got Export Express just this year. I'll try that. 14:24:03 From Peggy Maiken to Everyone : We had a problem with call numbers when we migrated 3 years ago and worked with our implementation team to correct it. I don't remember what we did, but most records were cleaned up. 14:26:25 From Wendy to Everyone : 970 cannot be searched 14:26:27 From Wes Osborn (CLC) to Everyone : z3950.clcohio.org / port 210 i think the generic database name is PAC 14:26:37 From Heather Arnold - MLC of STL to Everyone : Your site manager should be able to give you a list of indexed tags 14:28:21 From Andréa Atkins (she|her) to Everyone : How are catalogers handling FAST headings? I know that we can suppress most of them. However, depending on the subfield, Polaris isn't granular enough for some FAST headings. 14:28:50 From Andréa Atkins (she|her) to Everyone : Do most libraries just display them in the PAC? 14:29:21 From Jamie King to Everyone : How do you suppress them? We delete FAST headings from the bibs 14:29:49 From Deb to Everyone : We are also have issues with extra unprocessed 970s that are hanging around, and then adding themselves onto new orders. 14:30:01 From Elaine Sloan to Everyone : about Fast headings: I have them removed when I send new cataloging records to Backstage for enhancement. The fields that slip through do display, and I'd prefer them not to. Since FAST headings come through with everything, I'm about to give up on cleaning them. 14:30:54 From Pam Swaidner to Everyone : We also strip FAST headings from our records 14:30:56 From Elaine Sloan to Everyone : @Deb: I run a SQL query once a month to get rid of any odd 970s that don't come out with the Subfield 9 utility cleanup 14:31:44 From Lisa to Everyone : yeah we strip out FAST headings via MarcEdit. How do you supress such in Polaris? 14:31:59 From Sarah F. - Joliet Public, Polaris to Everyone : Can I ask why you want to remove FAST headings? My consortium also decided to remove them, but I don't know that I understand the reasoning. 14:32:26 From Andréa Atkins (she|her) to Everyone : Can someone point me to a how-to for sorting out authority records with Polaris? Maybe like a project management article (that isn't behind a paywall)? Years ago, our authority records were sent out for clean up but were not overlaid when imported back in, resulting in duplicates. I'd like to *start* cleaning them up. Any suggestions? 14:33:15 From Wes Osborn (CLC) to Everyone : The "cool" streamlined acquisitions and OCLC process that you might want to consider (works with just some vendors): https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Choose_your_Collection_Manager_workflow/Cataloging_partner_collections/About_cataloging_partner_collections_in_Collection_Manager/About_cataloging_partner_collections 14:33:32 From Jeanne M to Everyone : We currently retain FAST headings in our records in case we need them in future. We have periodically debated removing them. What are good reasons for removing or keeping? 14:33:37 From Crystina Yeager to Everyone : We do the same thing & then create on-order item records when we release the PO 14:33:41 From Elaine Sloan to Everyone : @Andrea I'd love a how-to for that as well. We have Backstage update our authorities, but because of the way Polaris works, it's a never-ending battle to clean up and change headings because of the subdivisions included on them 14:33:44 From Andréa Atkins (she|her) to Everyone : @Sarah--Hi! I don't want to remove them; I just want to suppress them in the PAC for now. Otherwise, too congested on the PAC screen. 14:34:11 From Wendy to Everyone : you can setup your importing profile and replace the duplicate old records for authority records. Also setup the option to create a record sets regarding these records and do deleting later. 14:34:15 From Nick Bennyhoff to Everyone : We stopped removing FAST headings. Some of the catalogers don't like it since there can be repeated subjects in the PAC display, but I think it's worth keeping them. 14:34:26 From Sarah F. - Joliet Public, Polaris to Everyone : @Andrea - Hi back! I'd love to hear more about this authority sorting project! We are working on a series clean up right now and it sounds like it might help us! 14:34:36 From Heather Arnold - MLC of STL to Everyone : @Andrea, there is a duplicate authority canned report in Reports and Notices. Be warned, the first time I ran it, it was terrifying long. 14:34:59 From Elaine Sloan to Everyone : @Heather--THANK YOU! 14:35:23 From Elaine Sloan to Everyone : I can take terrifyingly long. Well, at least I think that NOW... :D 14:35:33 From Andréa Atkins (she|her) to Everyone : @Heather--thank you too! 14:36:05 From Sarah F. - Joliet Public, Polaris to Everyone : @Jeanne M - I personally would like to retain them for future use, but the rest of the consortium thought it clogged the record. Perhaps a discovery layer would help with this concern? @Heather - that sounds like a very useful report! I'll look into it! 14:36:05 From Heather Arnold - MLC of STL to Everyone : I believe it's called Problem Authority Headings? Someone else may recall specifically, I can check in a moment. 14:37:03 From Wendy to Everyone : yes, we have. sql jobs do it. 14:37:12 From Wendy to Everyone : we get emails every month 14:37:56 From Andréa Atkins (she|her) to Everyone : Re FASTs, I too think they should stay in the MaRC records for future linking. But at this point the info is often duplicative of LCSH chains. 14:38:54 From Andréa Atkins (she|her) to Everyone : @Wendy--do you mean that I should export current authorities and then reimport? 14:40:08 From Wendy to Everyone : yes. 14:40:18 From Wendy to Everyone : setup the profile is the key 14:40:54 From Jamie King to Everyone : After 1 year Lost/Missing/Claims, we delete the item 14:41:18 From Andréa Atkins (she|her) to Everyone : Thanks, Wendy! 14:41:26 From Martha to Everyone : We have to report our withdrawn items to the State yearly 14:41:47 From Wendy to Everyone : choose replace old authority records with the importing ones and leave records set for you to know what are replaced and you do the deleting later. 14:42:04 From Carrie Gehrer to Everyone : We've found that patrons who've been billed are more likely to bring the lost material back to the desk, to make sure their accounts are cleared. So we were less concerned about the implications of withdrawing lost-unpaid items. 14:43:22 From Wendy to Everyone : we do this for all ejournal, ebook, streaming titles. with an item linked so the bib search can filter these good titles. I use PO to make items without barcode. 14:43:36 From Loretta HCPL to Everyone : If the lost item is deleted, the title information disappears on the patron record if it is not set to withdrawn first. So all the staff sees is [Deleted] in the line with a charge. This is frustrating for them because they have to tell patron they owe money, but they don't have any other info. Setting to withdrawn, then purging, retains the title/barcode information. 14:44:24 From Julia to Everyone : But all on order records don't have barcode, and they appear in PAC 14:45:29 From Wendy to Everyone : they don't need barcode. PAC does not show barcode. I give them collection, item code and shelf location. works very well. 14:46:00 From IUG Virtual - Forum 3 to Everyone : Does the item status not show? 14:46:00 From Wendy to Everyone : i mean material code. even call#.. that all display at search result at PAC 14:46:26 From Wendy to Everyone : I do batch change and make them as on-shelf. 14:46:53 From Michelle to Everyone : @Loretta When we delete our lost items, it comes up with [DELETED] then the title. I haven't seen any that go blank when deleted 14:47:13 From Wendy to Everyone : the 586 tag shows on search result and patron do not need to see item for getting these result. 14:48:16 From Loretta HCPL to Everyone : @Michelle, the title disappears if a lost item is deleted without being withdrawn first. This is why I want to get this done, so we don't lose information. 14:48:56 From Devon Bloore (She/Her) to Everyone : @Michelle, when our items are double deleted they only say [DELETED], no title is shown. So we have to withdraw ours first as well. 14:49:26 From Bonni Capobianco to Everyone : Is there a way to hide the 'availability' tab until an item record is attached? 14:49:29 From Michelle to Everyone : I'm not sure about setting differences between yours and ours. We go directly from Lost to deleted, and still have the title. Even after the items are purged. 14:50:28 From Jamie King to Everyone : @Loretta I just checked ours: I double-deleted a Lost item without going to Withdrawn first. It shows in the patron's record as "[DELETED] Title" like Michelle's. We're on 6.5, don't know if that makes a difference 14:50:47 From Jamie King to Everyone : P.S. in our training server... 14:51:07 From Wendy to Everyone : deleted items does not show title for staff search, but still show at patrons account.. 14:51:26 From Sarah F. - Joliet Public, Polaris to Everyone : This isn't a question, but I did want to bring cataloger attention to the Cataloging Code of Ethics. I'm a member of the steering committee - our homepage is found here. We will be looking for case studies and are looking to other library organizations for endorsement and adoption. 14:51:29 From Sarah F. - Joliet Public, Polaris to Everyone : https://sites.google.com/view/cataloging-ethics/home 14:51:42 From Loretta HCPL to Everyone : @Jamie, if you double delete (purge) the title will be gone. At least the way our Polaris is configured. We have 6.3 14:52:28 From Eric Young to Everyone : How many catalogers are excited about advancements in Leap? 14:53:09 From Gabrielle Gosselin to Everyone : @Loretta We're on 6.3 and the title still shows in the patron account charges after double deletion 14:53:12 From Wendy to Everyone : i prefer to use clients as LEAP is web based, depending on bandwidth. 14:53:53 From Michelle to Everyone : @Loretta Are we talking about different things? In the patron record, where the charges are, it shows "[DELETED] Title". But yes after the purge, then the item disappears off the Bib record and we need the patron information to find the right record if it is returned after being deleted. 14:54:42 From Loretta HCPL to Everyone : I am looking forward to LEAP cataloging for some things, but I think staff client is way faster. LEAP is okay for small tasks working remotely, but I'm taking a wait and see approach. 14:54:47 From Elaine Sloan to Everyone : Only if you re-index them; if you get authority work done on an ongoing basis you can do it yourself 14:56:22 From Elaine Sloan to Everyone : @EricYoung I'm not doing any cataloging in LEAP or even turning it on for the consortium until there is dupe dectection, so not until 7.0 :) 14:56:42 From Amy E WCCLS to Everyone : Show me the money challenge winner: Support preferred ISBN/UPC 14:57:50 From Eric Young to Everyone : @ElaineSloan, I agree, Leap is not there yet but as I see more and more on the roadmap, it is exciting to me and I would love to dumb the client in the coming years. 14:58:36 From Eric Young to Everyone : *dump 14:58:48 From Sarah F. - Joliet Public, Polaris to Everyone : I agree with Elaine - if I can't do everything in my workflow - spine label printing, dupe detection, etc. - then I don't know that I want to invest my time in LEAP just yet. 14:58:51 From Wes Osborn (CLC) to Everyone : https://idealab.iii.com/polaris-showmethemon/Page/ViewIdea?ideaid=18709 14:59:44 From Jamie King to Everyone : @Eric just curious, what are a couple of the more exciting things re cataloging? I haven't really come across anything that actually seems easier/better than in staff client 15:00:28 From Wes Osborn (CLC) to Everyone : https://portal.productboard.com/iii/6-innovative-product-status-board-new/tabs/23-polaris 15:01:13 From Andréa Atkins (she|her) to Everyone : Polaris legacy question here--why is there no record set function for SHRs? 15:01:39 From Judy to Everyone : Do you mean One Click MARC instead of import? 15:01:56 From Nick Bennyhoff to Everyone : my acquisitions staff is very excited about the ordering changes Dennis mentioned 15:02:23 From Ally to Everyone : As an ACQ person I often feel like a red-headed step child trying to figure out how to use our module. 15:02:41 From Andréa Atkins (she|her) to Everyone : Thanks! 15:02:47 From Ally to Everyone : thank you Wes!!! 15:02:48 From Erin Shield to Everyone : Thanks, all! I hope these conversation points continue on IUG page. :) 15:03:07 From IUG Virtual - Forum 3 to Anne Barnard - Orion Twp(Direct Message) : I'm in another meeting. Send me a message when you're ready for this to be shut down. 15:03:19 From IUG Virtual - Forum 3 to Anne Barnard - Orion Twp(Direct Message) : Don't forget to download a copy of the chat 15:03:22 From Ally to Everyone : Thank you! 15:03:34 From Eric Young to Everyone : Thanks all! 15:03:56 From Amy E WCCLS to Everyone : @Ally--just at least use EDI invoicing. It's magic :) 15:03:59 From Andréa Atkins (she|her) to Everyone : @Ally, our acq person has lots of privileges because she does the carousels on a regular basis. 15:04:14 From Phoebe to Everyone : We are switching vendors in summer. Any suggestion? 15:04:21 From Ally to Everyone : @Amy we do have EDI. But I'm new to Polaris, been with my department as a manager for about a year 15:04:30 From Judy to Everyone : Thank you 15:04:37 From Lisa to Everyone : thanks! 15:04:39 From Ally to Everyone : @Andrew what are carosels? 15:04:42 From Beth Bechtel to Everyone : Thanks!! 15:04:50 From Ally to Everyone : @andrea - what are the carosels