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Pika Library Systems Configuration Training Outline

Pika Library Systems Configuration Training Outline

  • Basic Display

    • Theme name : important, where formatting lives

    • Homelink : library homepage

    • Additional CSS : usually handled by development, but library may have expertise in this, too. 

  • Contact Links

    • Straightforward: these will create links with icons at the bottom of the page when provided

  • ILS/Account Info

    • Important options here

    • Can change expiration messages as you see fit

    • P-types have been fulfilled for each existing system. If more are added or changed, they need to be updated here.

    • User profile

      • Recommend first name last initial for security

      • Profile updates can be enabled or disabled here - depends on what local library’s needs

    • Holds

    • Login

      • Can change labels to what makes sense for login for your library, default is Name and Library Card 

    • Self Registration

      • Handled through patron API for Sierra libraries

        • Default ptype and expiration need to be set here

      • Default form - can be customized

  • Fines/e-commerce

    • Pay fines link should direct out to classic OPAC where patrons can pay online. 

      • Has to be configured in Sierra by Brandon

  • Searching

    • Important options here

    • Restrict search by library : usually ignored. 

      • Typically used by schools and universities

    • Public lists to include

      • Lists by library list publishers is usually the best option to keep patrons’ lists more private

    • Search box

      • Systems to repeat in : can set for other library systems if applicable

      • Repeat search options can be ignored 

    • Search Results

      • Brief record view in search results

      • Too much can clutter view, can make local decisions about what is desired

    • Search Facets

      • Superscope : for all libraries in system / consortium

      • Local Collection : Name for overarching library system (top button)

      • Available toggle : items available for immediate checkout (on shelf at library system)

      • Available Online : eContent resources. Might not always be ‘available’ for checkout, rather represents eContent resources for easier access

        • Include online materials in “available toggle” : recommend to turn off - skews results sometimes

      • Library System Facet Label : how the library name appears in left hand facets

        • Restrict owning branch : usually check on for all libraries. Most don’t use the branch facets, but it keeps things local

        • Include all records in shelving facets: not a good option for large branched libraries

        • Include all records in date added facets : not a good option for large branched objects

      • Facets

        • Must have format category and available. These should display above search results in most cases.

      • Combined results 

  • Catalog Enrichment

    • Default toggles are usually best to leave on. 

      • Marmot fetches enrichments from Syndetics - Marmot wide subscription handled by the Marmot office

    • Most libraries don’t use user reviews. Ratings are good to leave on. 

  • Full Record Display

    • Similar to brief record view : can choose more options if desired. 

  • Browse Categories

    • Browse categories at library system level will be effective for all branches that belong to that library.

    • Browse categories added to default library will populate at all library systems until those systems have unique browse categories set.

  • Holdings Summary

    • Show ‘It’s here’ usually works better with IP addresses, but will work at branch url levels, too

  • Materials Request

    • Does not connect to ILS

    • Typically requires additional setup and training

  • Interlibrary Loaning

    • Prospector

      • INN-Reach functionality is available for Sierra libraries

  • Gold Rush

    • Old setting option, will be removed

  • Overdrive

    • ‘Enable’ Overdrive option needs to be toggled on

    • Have to populate ILS name used by Overdrive

    • Overdrive Advantage credentials should be entered here to display titles purchased under Advantage account by library

  • Hoopla

    • Library ID from Hoopla should be entered

    • Any suppression settings by kind/price or both can be set

  • Local Content Archive

    • Not used for out of state Discovery Partners

    • All Marmot libraries have access, but might not have turned on

  • EBSCO EDS

    • Need all this information to enable combined search

  • CAS Single Sign On

    • We don’t offer this for other Marmot libraries currently

    • We do not offer CAS single sign on for any other libraries other than Ft. Lewis

      • Special paid development

  • DPLA

    • Easily link out to DPLA searches in catalog that meet search criteria

  • Holidays

  • Sidebar links

  • Header links

  • Records Owned

    • Records owned by all branches

    • Usually the start of the code that all locations have 

    • Example mp* is all Mesa County branches 

      • * is a regular expression that mean 

  • Records to Include