Chandell Asuncion

Nohona Hawai`i – Haliewa

Educational Student Services (ESS) staff from Oahu, Maui, and the Big Island spent the day in Haliewa Town, Oahu. Kapua and Kalani hosted our staff and shared a variety of enriching experiences that allowed us to get connected to the land, and the quaint beach front community of Haliewa Town and Pauahi’s legacy lands. Our experiences ranged, from hiking, lei making, catch and release fish tagging, a tour of the Haliewa town and its viable crops of asparagus and sea corn. We had lunch by the ocean at the ASC pre-school, and enjoyed desert at the world famous Matsumoto’s Shave Ice, it sure lived up to its name!

After lunch we were entertained my Noe Hoopai, NIRRC East Hawaii, and Lehua Kaulukukui, NIRRC West Hawaii and Mavis Shiraishi-Nagao, NIRRC Oahu who created our ESS chant and mele.  We enjoyed the beautiful weather and the opportunity to make new friends, and reconnect with old-friends.

Management 1, 2, and 3

1. Management 1 – WORKSTATIONS: the Polaris Client (SEE: Polaris – Training, Cataloging, and System Administration)
2. Management 2 – SERVER: SQL Client / Database (SEE: Below)
3. Management 3 – SERVER: WINDOWS: HOST Services (accessible by right-clicking on “my computer” > manage > Services and Applications > Services) – (SEE: Below)

Microsoft SQL Server.2005 – Management Studio

• SQL Server 9.0.3054
• User ID and Password is needed

Databases (10 databases)

• Not only are you working with multiple tables, and fields, but you also have multiple databases. This is important to understand for building queries
• Database – expand to see a list of the tables. You won’t need a list of 1000+ tables, you need a list of the most common tables. A list (60+) has been forwarded to Clair, Grace and Maile.
• Each table contains various columns and keys – expand table to see values.
• Polaris, Demo Polaris, and Polaris Transactions
• Polaris assigns different field names than you may be use to. i.e. Title, is listed in many forms, you will want to use BrowseTitle for your queries instead of Title, or SortTitle.
• New Query: Assumes that you know SQL
• Select GETDATE () – will retrieve the date and time.
• QUESTION: Since this is an ORGANIZATION database, queries will return values for all branches?
• Polaris Users Group: PUG: http://www.polarisusersgroup.org/ – request or share SQL queries
• CUSTOM QUERIES, such as one to create reports on overdue fines by Homeroom, can be created on the system level and then accessed by all.

Management 3

• Right Click > Manage > Services and Applications > Services – THESE MUST BE MANAGED REGULARLY
• DNS Client – that no longer recognized a patron who is trying to login it is possible that the DNS services client has stopped running. (rare)
• HTTP SSL: Not needed
• Message Queuing – allows simultaneously communications for transactions with a number, such as checks outs.
• Remote Procedure Call Error – (RPC) – something got in the way – and save again or repeat the procedure.
• Electronic Resources Management System (3.3) Daemon – z39.50 uses this to communicate with other databases, and with the client. – When it fails it says “I don’t know what you are talking about” – it is possible that the z39.50 service has stopped. THIS IS ONE PLACE TO CHECK WHEN RECEIVING ERRORS – to see if the service has stopped.

http://www.polarislibrary.com/

• Help Desk (Web userid and password – not tied to your AD login)
• Customer Tools > Customer Extranet (Web userid and password – not tied to your AD login)

3 Different Levels of Management

Management 1 - Administration Sub-System (Polaris Shortcut Toolbar)

• Administration > Explorer > Organizations; Systems,
• Library, Branch | Staff Member, Workstation, Collection | Server, Database Table |
• System: (All libraries)
• Library: (3 Ks Campuses)
• Branch: (3 Divisions: High, Middle, Elementary)
• Resources: Staff Member, Workstation, Collection, Patron, Group

Administration – Explorer – System KS

• Parameters: Profile Answers
• All values can be adjusted by double-clicking on the “value”
• All areas are LOCKED when being edited – only one person can edit
• Parameters on the system level that are left blank – the values will be inherited from the system level
• System Level settings can be changed on the Branch level and will over-ride system settings.
• Some parameters are marked “set up….” and are all expected to be setup at the same time
• Some parameters are annual and must be reset each year, such as, End-of-term due date options

• Patron Delete Options: Current Settings: Delete if inactive for 365 days (In the KS system we would not use the automatic deletes at all, this would be ideal for public library systems. KS currently expires all accounts at the end of the school year, and imports all new students again each year, with a new status [grade level])
• Reading History Setup: Enabled: History Length # (6) of years: Maximum History: 9999 (Staff can see a reading history)
• ADD AN ENHANCEMENT REQUEST: To limit the Reading History to the Patron ONLY. (7/24/08)
• Shelving Status Option: KS OPTED NOT TO USE THIS FEATURE
• Check Out: Left side: Automatic data – we have no control | Right side: Can be edited
• Check In: Automatic In-Transit: Value: Set to NO – so that it will BEEP (default is Yes)
• Finished Transaction Deletion Setup: Not enabled – paid transactions will not be maintained (KS will ENABLE this feature, so that students who pay for a lost item, and then finds the item, we will be able to reimburse the student within the same fiscal year. This setting can be changed at the branch level.)
• System > Profiles: Staff Client(setup…): Spin labels, roles and accessibility.
• System > Security: Workstations do not show: All workstations should have all levels of access. Access is limited by the user levels.

• Cataloging: Only one parameter (setup…): PAC parameter: Recommendation is 10 searches, return results maximum of 500, and can be run 50 times. Allow Weekly Searches, and or Allow Monthly Searches. A notification “From” email address MUST be filled-in, in order for this feature to work.
  

• Notification: Notification Options (setup): CRITICAL: Can be done at the Branch Level: Each library has a library branch email address: Maile Au will check to see what everyones address is and send out that information. (7/24/08)
• REQUEST FOR GENERIC EMAIL ACCOUNTS: Solution: Request a Public Folder named: an email address: such as  CRBLCMS at ksbe.edu, specify features that are needed i.e. forwarding, responding, etc… Note, all individuals who should have access to the public folder. Now when you go to your email client or webmail client, you will see the folder listed in your “Public Folders”. (Great solution for the bookstore).

Branch: Your Library: Profiles (3 PAC tabs)

• PAC
• PowerPAC
• Children’s PAC has a few areas hat need to be setup
• ERROR MESSAGE: Can not add Categories
• Dashboards can be subscribed to, and must be set at the system level, and changed at the branch level.
• Web Part Editor: Manages 3rd Party Services: Dashboards such as: New Titles, Children’s Fiction, Make a Donation, etc. You may also create your own Dashboards: (Useful for showing upcoming programs) Free Text, Titles, Polls, Events, etc.. HOWEVER, the changes will not be made available right away. In order for them to show, we must re-start IIS which is the Information Server. Make all of your PAC (web-based) changes and then re-set the PowerPAC.
• Start > Programs > Accessories > Communications > Remote Desktop Connection OR call ITD to restart the IIS.
• ITD can restart the server at the server console: START > Run: (type) iisreset
• SET A SCHEDULE FOR THE SERVER TO BE RESET ON A SCHEDULE: Currently we are not on a schedule (7/24/08)
• TEST NETWORK CACHEING – to see if the updates are taking hold when the system is updated. I’m thinking that this may not be an issue because the server itself is being reset, which should cause the browser to go out and get new information. Which is a different situation from when we upload webpage/site changes, which does not reset the server.
• http://www.mcld.org/ is using the Polaris system

Policy Tables

• Dates Closed: Each Branch will be listed individually, and will prevent books from being borrowed at this time. MANUAL HOUSEKEEPING TASK: Past Dates must be deleted manually. Each date MUST BE ADDED day-by-day, you are NOT able to add closed dates by range.
• Patron / Material type Loan Limit Blocks: Exceptions can be made at the user level, these are just guideline flags.

Server

• Systems > Servers > New Server > Data Connections > Data Link Properties – Use this to establish connections between our server and other servers who are on z350 (?) see day one notes.
• All branches will / can have access to these databases if there is a check mark next to their branch name.
• Library of Congress Maintains a list of libraries and what systems they are running: http://www.loc.gov/z3950/ – May not be current.
• INNOPAC and GIAC Libaries are Z3950 compliant,
• SIRSI are not Z3950 compliant
• Libraries on the Web USA Speical: More Current : LIBWEB: http://lists.webjunction.org/libweb – Can search based on Z3950 compliant databases, search by categories.

Collections

How do you modify or delete a collection? Dave Needham: Good Question, however there currently is no method for doing this. Dave will look for an answer to this.

Staff Members

• Administration > Explorer > Staff Member: All permissions as dealt with at the Staff Member level:
• Search for Staff Member inorder for them to appear in the Staff Member list
• Right -Click to Add a New Staff Member: One-by-One, however you can add the member to a GROUP/TRIBE, so that all of the 700+ permissions are set accordingly, based on groups.
• Add a member to a Group by using the white + sign on the lowe half of he screen.
• Group/Tribe permissions (set by Polaris) may not be consistent with what you need. Review each set of permissions, they may be too limited. i.e. Polaris Circulation Clerk does not have access to Cataloging.
• YELLOW FOLDER: TOOLBAR > Administration Explorer > Yellow Folder (on toolbar) drop down menu > Groups — This will show you the existing Groups
• Polaris Shortcut toolbar: Find > Add / Create Groups: FIND > Item > Groups > i.e. P* for Polaris Curiculation Clerk – now we can create a new group based on the current group settings by click on the “white paper icon – drop down menu” select “New Group” – but no permissions will be set – it only brought across the members in the previous group, but not the permissions.
  • You can get the permissions by using the 3rd icon that looks like a blow pipe (Acquire other permissions) . Now we can begin to modify this new GROUP.
  • You can append permissions to the new group from additional Groups, and you can delete permissions using the minus (-) icon.
  • The plus (+) icon will bring up the FIND tool, and allow you to search the database of existing permissions. You can search all system permissions 1000 + or limit your search based on your branch.

Note: Kamehameha Schools advocates a strong privacy policy for its patrons, any information that is maintained by the user is only accessible to the user. (This policy will be implemented in full when the database enhancement has been implemented with Polaris 3.4.)

Polaris Reporting

1. Polaris Reports: From the Polaris Shortcut Bar
2. Simply Reports: From the web at http://kppolaristr1/simplereport/ – user must login to access the system.

SQL Structure Handouts:

• http://www.polarislibrary.com/forums/Downloads
• You will need a userid and password

Simply Reports

1. Admin/Application Defaults

Update Polaris to v3.4 – Must be done prior to Friday’s Training

• Thursday Evening, July 24th, 2008 -
• Thursday’s Training will be only for the Systems Adminstrators
• Other Librarians will attend training with Cy and Mimi on Blogs and Podcasting

Trainer did not check for understanding periodically during training

It’s not your mother’s refrigerator that’s for sure.

Today children are asking mom to put their “art work” online, in a blog designed to bring out the creativity within and receive feed back from family, friends and new acquaintances alike. Check out “Theblog Weemade” to see how budding artist of all ages are making use of social networks. http://theblog.weemade.com

If a picture is worth a thousand words, imagine the stories these images could tell us about the hearts and minds of their creators.

Today we can witness amazing things all over the world. Watch a one-minute video clip as scientist cup open a Hugh Squid found off the Australian Coast online at BBC News. http://news.bbc.co.uk/2/hi/science/nature/7513315.stm.