• Barcode Documentation
• CatExpress
• Conversion (Standard & Custom)
• DAS Bank Deduping
• Electronic Resources
• Event Registration
• INFOhio Institution Codes
• INFOhio Technical Roundtable
• ITC Refresher 2006
• ITC Refresher 2007
• MORE - Statewide Resource Sharing
• MarcEdit

• MultiLIS 11.2.1 Documentation
• Other Documentation
• Patron Updating
• Sirsi Transition Materials and Resources for DASite Providers
• Sirsi Transition Materials and Resources for use with Librarians
• Systems Manager Documentation
• Training Materials
• Web Site Documentation Repository
• Year End Documentation

• Instructions on how to use and reserve training accounts on the INFOhio Training Database

• Catalog exercises & answers (6.1-6.10)
• Circulation exercises & answers (9.1-9.17)

• Providers Resources to accompany MultiLIS Resources Kits.
• Sample Workshop Agendas
• Blank Exercises are provided

• Providers Resources to accompany MultiLIS Resources Kits.
• Sample Workshop Agendas
• Blank Exercises are provided

• MultiLIS Upgrade Guide (Ohio)-Version 11.2 to 11.2.1.4 Installation
• Revisions included in June 29 documentation:
• Page 2- Step IV - Sobserv privileges
  
• Page 3- Added MULTILIS:[MGR.FORME]DEFINE_
  FORMS.COM to list of customized files
• Page 6- Added $SET PROCESS/PRIVILEGES=All to Step 5
• Page 7-Replace images procedure
• Page 10- Z3950 changes

• Introduction to INFOhio & MultiLIS
• MultiLIS record types and barcoding schemes
• Overview of MultiLIS modules including OPAC, cataloging, circulation, and reports
• Policies management functions used to maintain user categories

• Overview of substitute (Subs) files
• Checklist for setting up a new bank and for setting up an OPAC login and explanation of the 0x user barcode
• Logging on and logging out for the OPAC account
• OPAC statistics
• Searching using the text-based OPAC including advanced searching techniques
• Policies that affect OPAC searching

• Required equipment
• Building specific customizations (draweb.set, dist_web.txt)
• Easy searching including authority vs. non-authority controlled searching
• Advanced searching including more libraries
• MARC tags searched

• Summary of subs variables affecting circulation
• Policies for circulation including calendar management
• Basic circulation functions including modify user records, add/update item, check out items (regular loans, special loans, etc.), renew items, check in items and change the transaction reference date
• Advanced circulation functions including patron accounting, lost/missing items, holds and inter-branch transfers

• Batch updating of holds and related reports
• Examples of the Prodmaj and Parama tables

• Batch updating of holds and related reports
• Examples of the Prodmaj and Parama tables

• Batch updating of overdues and related reports
• Example of the Split_PW_Overdues procedure

• Summary of subs variables that affect cataloging
• Policies management for cataloging
• Adding, updating, deleting, and re-linking items
• Copying records from the INFOhio Union Catalog
• Placing requests of OCLC MARC records
• Enhanced, derived, and original cataloging
• Brief explanation of MARC 21

• Pre-Inventory system setup and reports
• Equipment options
• INVSCAN, INVRPT, INVMAINT
• Post Inventory / Year-End Reports

• To be used with the Complete Inventory Training

• DASite documentation describing the various user-generated barcode procedures and the installation of those procedures.

• Documentation for the end-user describing the user-generated barcodes. This documentation should be customized by each DASite.

• Barcode images and the Free 3 of 9 font to be used with the user-generated barcode procedures.

Dumb Barcode Setup Spreadsheet

• The INFOhio Dumb Barcode Label report requires a file be created for each instance.  Gather your dumb barcode ranges together and then follow these instructions to create the files.

• DASite documentation for the OCLC CatExpress procedures. Include implementation tasks.

• Flowchart representing flow of CatExpress order forms

DAS Bank Deduping

• After the users have reviewed the spreadsheets and are satisfied with the results, they should complete a Bank Deduping of MARC Records Authorization Form. The form is intentionally very general so it can be easily adapted to the needs of each DASite.

• Instructions for DASite Providers utilizing the DAS Bank Deduping procedures.

• Overview of the DAS Bank Deduping process including match criteria and an explanation of options available in the DAS Bank Deduping.  Feel free to share this document with users.

• Excel Spreadsheet that contains a macro that will convert the tab-delimited files into a format more readily used and understood by end-users.

• INFOhio Electronic Resources instructions for schools that have NOT registered their IP addresses

• INFOhio Electronic Resources instructions for schools that have NOT registered their IP addresses

18-Apr-01

• INFOhio Electronic Resources instructions for schools that have NOT registered their IP addresses

18-Apr-01

Event Registration

• Register for INFOhio Events such as Roundtable's, INFOhio User Group meeting's, etc...

INFOhio Institution Codes

• INFOhio Institution Codes sorted by code

• INFOhio Institution Codes sorted by entity

• Materials presented at the November 2007 INFOhio Technical Roundtable Meetings

• Materials presented at the INFOhio Technical Roundtable Meetings

• Instructions on how to add the MORE button to you Web2 "More Libraries" page.

• PowerPoint presentation itemizing DASite staff's role in MORE

• One-time and per-bank patron and item setup instructions for MORE

• Compare centralized vs. decentralized library workflows

• Flipcharts with brief VDX and MultiLIS instructions for MORE

New to MORE Sirsi Config Worksheet

MORE Migration Sirsi Config Worksheet

• MultiLIS School configuration worksheet for MORE
• New libraries whishing to join MORE
• Participating libraries on MORE migrating from MultiLIS to Sirsi.

MarcEdit

• Download site for MarcEdit

• Installing MarcEdit

• Export/Import data between MultiLIS and MarcEdit

Z39.50 Setup

mebatch.zip

• MarcEdit setup for Z390.50 Searching
• mebatch patch

• MarcEdit Roundtable Powerpoint

• Release notes for latest INFOhio Release

• Gives examples of IFDs and explains the implementation.

Brief configuration instructions for the Symbol P370 scanners

• Describes procedures used to update patron data in either Sirsi K12 or MultiLIS from SIS (or other student information systems).
• Includes Batch Removal of Expired Patrons
• Includes Batch Re-Assignment of User Barcodes
• Includes Procedures for Loading Patron Photos
• Includes Procedures for Correcting Invalid Check Digits
• Includes script to populate the grade field of FACULTY* patrons with "FACULTY"

• Procedure to initially populate the NOIDPER field for patron update processing.

• The Overview document includes the basic steps for either Follett or Brodart conversions. It contains the updated information for using SUBMIT_LOAD.COM and also contains the comprehensive table with the Sortie messages and info on verifying the loads.

• The Follett, Brodart, and Union documentation dates back to 1999, but have not changed.

• The Follett, Brodart, and Union documentation dates back to 1999, but have not changed.

• The Follett, Brodart, and Union documentation dates back to 1999, but have not changed.

• Custom conversion documentation
• Contains an extensive table explaining all the different Sortie messages beginning on pg.47

• Contains steps to remove Orbix, Web2, and some MultiLIS elements from your systems.

• MultiLIS cover DRA/MultiLIS proper concepts, system files, and utilities

• INFOhio includes FROG, SPRINT, IFDs, Patron Procedures, Barcodes and Inventory

• Web2 covers SirsiDynix and INFOhio concepts, system files, and INFOhio customizations

• Appendices include adding a new bank/branch checklist, Secure Users oneshot, equipment information, and DA staff support documentation.

• Latest INFOhio Release. Includes patches provided by Sirsi, a new version of Web2, and WCirc.

• Release notes for 20030207 release of DRA Web2. Part of the 20030207 INFOhio Release.

• Installation instructions for WCirc which was included in the 20030207 INFOhio Release

• Release notes for v 1.3 of DRA Web2

• Installation procedures for Web2 v 1.3 for MultiLIS

• Lists librarians may want to consider performing as the school year draws to a close.

• Lists procedures DASite staff may want to consider that relate to patron processing as the school year comes to a close.

• Lists procedures DASite staff should complete during the summer as part of annual maintenance.

 INFOhio Sirsi Transition Materials and Resources for DASite Providers

Phase 2 Cleanup Worksheet - Librarians

Phase 2 Reporting Form

Worksheet

• Instructions for defining ports for Sirsi Instances
• Worksheet for defining DASite ports for Sirsi instances

• Instructions for registering for the free web-based Solaris courses

Attendance Instructions

 - Docs coming soon.

Attendance Installation Files:

 - attendance_install.tar.gz

 - attendance.tar.gz

• Instructions for installing MEC Attendance
• MEC Attendance Module Documentation
• Attendance Installer
• Attendance Application Files

Attendance Installation

• Instructions for installing and using Attendance module (PowerPoint)
• Installation file

• Sirsi's Basic Unicorn Administration Unix Training Guide

12-Jun-03

• Sirsi's Essential Unicorn Administration Unix Training Guide

12-Jun-03

• INFOhio - Instructions for modify notice text files

26-Oct-04

INFOhio Unicorn System Administration 6/16/2006

• Basic Unicorn System Administration

16-Jun-06

• Instruction for applying a SirsiDynix Patch Using the OHapplysirsipatch.sh script

• Instructions for preparing instances for Java client

21-Dec-07

• Troubleshooting techniques for identifying and/or resolving performance problems with the Workflows Java Client

• Survey to complete for Tech. Services when opening a new ticket regarding Workflows Performance-related issues.

• Instructions for turning on barcode validation for Java client users.

Instance Creation

• Instructions for creating a Unicorn instance

15-Jul-05

• Instructions for adding a library to an existing instance

• Instructions for moving and instance from one server to another

• Using the OHcustomreport.sh script to add and delete custom reports available to all instances.

 Java Toolbars and User Access
8/22/2007

 Relocating Library Items
10/04/2007

• Tasks to be completed at the end of a school year and during summer months

• Java Toolbars and User Accesses

• Methods for Relocating Library Items

22-Aug-07

04-Oct-07

vgl31rn.pdf

vgl31uan.pdf

Unicorn GL3.1

• Release Notes

• System Administrator Notes

DAS Migration to Sirsi Checklist   

Call Numbers and Class Schemes

DAS Phase2 Reporting Form Mapping to XB_UNIC Sections

Mlis2Sirsi Data Mapping

Mlis2Sirsi Data Loading - DetailGL3

Mlis2Sirsi Data Loading - BriefGL3

Clearing Test Data

NEWConvert Manual

29-Jul-05

Sirsi Vendor Loads - Detail 9/20/2006

Sirsi Vendor Loads - Brief 9/20/2006

• Vendor Load Docs (Detail and Brief)

• MARC Conversion Utilities and Special Processing
  - OHwebfeet.sh instructions revised on pg. 16-17
  - Includes OHchangeprefix.sh

Unicorn (& MultiLIS) Patron Update  Procedures 11/19/2007

• Documents the set up of the Patron Update Procedures for Unicorn (& MultiLIS)

Web2 MultiLIS to Sirsi Migration

• 2-page document itemizing the file edits and steps required to migrate a school from MultiLIS to Sirsi K-12 in Web2.

Max Checkout Limits        

Property File Assignment

Recommended Java Properties spreadsheet

 USETHIS Properties Documentation

• Understanding Max Checkout Limits
• Understanding Staff Profile/Access/Property file assignments

Java Recommended Properties ( use with USETHIS file on server following USETHIS documentation below)

Overview of properties and why you want to use the USETHIS file as base for Javatized library policies

12-Jan-05

24-Aug-04

6-Nov-07

6-Nov-07

Instructions for completing DAS Policy Worksheets

Policy Worksheet (DAS) 6/15/2006

Instructions/Order for entering policies (C-Client)   (use in conjunction with above worksheets)

 Instructions/Order for entering policies (Java client)  6/2007 (use in conjunction with above worksheets)

Wizard descriptions for toolbars

2007

Librarian/DAS TEST Checklist

Library Staff TEST Checklist

INFOhio Sirsi-K 12 Training Syllabus

Report Index & Comments

• Spreadsheet of all U2003 Sirsi Reports sorted in various indexes and including INFOhio comments.  Work-in-Progress with weekly updates.

Dumb Barcode Setup Spreadsheet

• Documentation and spreadsheet to create file on server used by the INFOhio LBL : Dumb Barcode Labels report.

INFOhio Sirsi K12 Go-Live Form

• Complete this form when a school district has "live" on the Sirsi K12 Application. The information collected via this form will be used by INFOhio Central, INFOhio Technical Services, and Sirsi ClientCare in an effort to monitor the overall progress of INFOhio's transition from MultiLIS to the Sirsi K12 product.

INFOhio Sirsi Transition Materials and Resources for use with Librarians

Sirsi Handbook GL3.1

INFOhio / Sirsi K-12 Handbook for Librarians, GL3.1

Aug-05

Circ Wksheet Inst

Circ User Profile Wksheet

Circ Rule Worksheet

Staff  Wksheet Inst

Staff LIB1 Wksht

Staff LIB2 Wksht

Staff LIB3 Wksht

Staff CIRC1 Wksht

Staff CIRC2 Wksht

Staff CIRC3 Wksht

Staff Worksheet

INFOhio / Sirsi K-12 Policy Worksheets for Librarians

• Instructions and Worksheets necessary for collecting and creating policies for Sirsi database.

• Circulation policies worksheet/instructions

• Staff access policies worksheet/instructions

Instructions Memo (2 pages)

Instructions Memo (condensed)

Memo

Brochure

Participation Agreement

Participation Agreement 2     

Participation checklist

Roles-Responsibilities

INFOhio / Sirsi K-12 - Library Transition Agreements

• Instructions Memo explains Migration Documents including content and when to distribute.  Also available in condensed format.                           

• Memo is letter to districts about the upcoming transition to Sirsi K-12 Library Automation Software

• Brochure is a tri-fold document detailing "What You Need to Know About Migration to Sirsi K-12"

• Participation Agreements are commitment letters requiring signatures of district administrators /librarians prior to beginning migration (version 2 requests alternate contact information).

• Participation Checklist details the tasks that must be completed prior to the actual data conversion process.

• Roles-Responsibilities details responsibilities for the following groups: INFOhio Technical Services, DA-Site Providers, and Library Media Staff.