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1. **Updated** CARL.X Staff Processes

   Here is a list of pertinent staff processes in CARL.X: ...

   03/16/2015 - 00:27 - 0 comments

2. How do you find print editions of specific newspapers and magazines in our catalog?

   The search strategy: ...

   03/16/2015 - 00:28 - 0 comments

3. ILS: Things We Learned Week 5

   Things seem to be humming right along and yet we are still discovering some aspects that needed closer attention.  Here are some things you should know: ...

   03/16/2015 - 00:28 - 0 comments

4. Claims Returned Items on Customer Record

   When an item is " Claimed Returned " it will show up on the Claims Returned List (#60) report for searching for six weeks. After that, the item status goes to lost and the customer is sent an End of Claimed Cycle notice telling ...

   03/16/2015 - 00:28 - 0 comments

5. Prepaid Balances

   10/17/14 02:41 PM ...

   03/16/2015 - 00:29 - 1 comment

6. Update & Reminder Regarding Emails in CARL.X

   ...

   03/16/2015 - 00:29 - 0 comments

7. Office 365 Migration Q&A

   Be sure and ask any questions you have about the upcoming migration by posting your question in the comments below this article. Frequently asked questions will be added to this article with the answers. ...

   03/16/2015 - 00:29 - 5 comments

8. How to print email messages from the Outlook Web App

   We've received a few calls about staff having printing problems when printing email.We've discovered that when printing an email message from the Outlook Web App using Internet Explorer's built-in print function, it will cause the ...

   03/16/2015 - 00:30 - 0 comments

9. Handling items missing from your Hold Shelf

   Apparently there has been concern expressed about the quantity of holds that are not found on the holds expired (#80) report as well as confusion on what how to process them.  The concern with missing holds increased when we began having reserves ...

   03/16/2015 - 00:30 - 0 comments

10. Reviewing Punch History on Time Clocks

    Staff members are able to view their last punch on the time clock without having to wait for the 30 minute period that occurs for updates in the employee self-service module.    ...

    03/16/2015 - 00:30 - 0 comments

11. Does a customer need to provide his/her birthdate?

    Birth date on a customer’s record is one of the required fields in Carl*X and it has several benefits for the customer and our system alike. Not only does a birth date assist with demographic information we can use for statistical analysis for ...

    03/16/2015 - 00:30 - 3 comments

12. **UPDATED** CARL.X Staff Processes

    1.      How do I deal with Lost/Paid Refunds if the material is found within six months? Updated  9/25/14 ...

    03/20/2015 - 15:15 - 0 comments

13. Grubby Items Refresh and Transfer Reports

    In addition to Grubby Items Refresh & Transfer Reports instructions , you may find more information from the Academy in CollectionHQ.   Under Other Resources there are several good webinars, one in particular is After Collection ...

    11/10/2015 - 22:01 - 0 comments

14. Do we have the resources (staff/money) to do this?  Will we cut other things to balance this in the budget?

    Yes, we do have the resources to do this. We plan to utilize current vacancies to develop some of the new positions while providing additional training to existing staff. Also, by clarifying the role of access staff and engagement staff, and ...

    01/26/2017 - 14:20 - 0 comments

15. What if you like and are good at doing both Access & Engagement? Can you decide which one you prefer and then can you change?

    Yes, so long as there is a position open, and you have the required minimum qualifications for it, you will have the opportunity to switch from Access to Engagement. ...

    01/26/2017 - 14:20 - 0 comments

16. Are there job descriptions for any of our new titles or are those forthcoming? If they have not been created yet, who will be creating them?

    They are in the works, and they are being developed by the CODO and HUM staff. ...

    01/26/2017 - 14:20 - 0 comments

17. Where will the newly created positions in the Learning Experiences division operate from?

    We're not sure yet. We do know we want them to be located centrally because their works supports the entire system. ...

    01/26/2017 - 14:20 - 0 comments

18. Can we decide how much to do each priority – based on location need?

    Administration will set targets by library for each priority and initiative.  The local manager will work with her supervisor(s) and staff to determine the how best to achieve the targets.  ...

    01/26/2017 - 14:20 - 0 comments

19. How will this impact local decision making?

    While the Alignment may impact which things are decided locally, it won't change the fact that many decisions will need to be made -- by library managers, supervisors, and frontline staff. ...

    01/26/2017 - 14:20 - 0 comments

20. Can we develop a plan on each library, where the library calls card holders who have not been active for a year to see if there is anything we can do for them?

    Yes, this will be part of our messaging plan that will be managed by Marketing and Communications. ...

    01/26/2017 - 14:20 - 0 comments

21. Homework help will likely help with M & M but how will it be measured if they do not use their card for this service?

    Moving forward we will be looking for ways to measure participation, and this will include utilizing cards for all services. We may also offer an online homework help component that members will access via their cards.  ...

    01/26/2017 - 14:20 - 0 comments

22. Would bringing collection to life include utilizing staff who have written books?

    Possibly.  We recognize that we have a very creative and talented staff, and under the leadership of the Chief Library Experiences Officer (CLXO), staff will have opportunities to share their strengths and talents. ...

    01/26/2017 - 14:20 - 0 comments

23. When will we be provided with staffing model documents for Downtown, the Call Center, the Virtual Library, and Beyond the Walls?

    We are currently working on developing these staffing models.  We will share them with you when we have them. ...

    01/26/2017 - 14:20 - 0 comments

24. How does this affect work that’s been done on Pilot Projects if the staff responsible for the project are moved to another location?

    We'll deal with this on a case-by-case basis. We want staff who have invested time and energy on a pilot project to be able to finish and/or continue their work. ...

    01/26/2017 - 14:20 - 0 comments

25. Who is on the teams?

    The team will be announced to all staff shortly. The committee members were selected by the Executive Leadership Team based on their knowledge and levels of experience. ...

    01/26/2017 - 14:20 - 0 comments

26. If I was moved previously will I be moved again?

    Possibly, depending on your current position, your desire to move into another position, and/or your desire to apply for a promotional opportunity. ...

    01/26/2017 - 14:20 - 0 comments

27. If many of these positions are filled internally – won’t that mean there will be a ton of existing positions to backfill?

    Yes, our goal is to fill as many positions as possible internally, which will lead to many open positions we'll need to backfill. Recognizing this, we are redesigning our hiring process so that it's more streamlined, cost effective and ...

    01/26/2017 - 14:20 - 0 comments

28. Who will be meeting with current supervisors to discuss their next steps within the organization? What will this process look like? What will this process look like for front line staff?

    Tim, Kay and Michele will be meeting with all public services staff over the next four weeks to share information and answer questions about the Alignment. We are working with the Alignment Project Committee to develop the process that will enable ...

    01/26/2017 - 14:20 - 0 comments

29. Will I have the opportunity to select a new job opportunity, or will a new job be appointed? 

    It depends on your current position.  Many staff will simply be transferred into their new job/title at the same location where they currently work. If a staff member requests a voluntary demotion, Administration will consider the request and ...

    01/26/2017 - 14:20 - 0 comments

30. What are the implication of the socioeconomic split between the two branch-heavy Public Services groups? 1. North & West (ED, etc) – rich, white. 2. South and East (AL, RE, etc) – poorer, more non-white.

    Library services are delivered equitably, regardless of where the library is located, or who is being served. The whole purpose of the system-wide priorities is to ensure that ALL members are afforded the highest levels of service. ...

    01/26/2017 - 14:20 - 0 comments

31. Currently supervisors have 7 – 10 employees reporting to them. With this new structure, it seems this rule will no longer apply?

    That is correct. In the new staffing model we have created a tiered manager model. Management positions in Access Services that require more experience will have more direct reports. For the number of direct reports we are using FTE (full-time ...

    01/26/2017 - 14:20 - 0 comments

32. What is the difference between Virtual Library and Digital Library?

    The Virtual Library is a department that will deliver library services via the web, IM, text, phone, etc.  Digital Library Initiatives will be a department focused on delivering digital content and tools.  Putting it together, Digital Library ...

    01/26/2017 - 14:20 - 0 comments

33. When will we be provided with more information about the Call Center concept and what that means for front line staff at our libraries?

    We do not have the details on day-to-day workflow or the timeline for when this will be completed. As soon as we have a more clearly defined concept and an action plan to implement we will let you know. ...

    01/26/2017 - 14:20 - 0 comments

34. Will Access Services or Engagement have collection management (weeding) responsibilities, or will it be a partnership between the two?

    The primary responsibility for weeding, using Collection HQ and data from other sources, will fall under Access Services. ...

    01/26/2017 - 14:20 - 0 comments

35. Am I limited to positions in the Position mapping document?

    No, but at this point the only positions we have focused on are in Public Services and Outreach.  We will address non-Public Service staff in the next phase of this project. ...

    01/26/2017 - 14:20 - 0 comments

36. Going from 5 regions to 3 -- what happens to our regional directors?

    As with other positions, there are alternatives for the current regional directors. Some may chose to be considered for other vacancies while others may wish to be senior managers. ...

    01/26/2017 - 14:20 - 0 comments

37. Will you be stuck at your pay/demoted?

    No employee's pay will be reduced pay as a result of this alignment. Our goal is to ensure as many staff as possible remain in their current positions with a new title, or participate in a lateral transfer to another position. It is possible ...

    01/26/2017 - 14:20 - 0 comments

38. What’s going to happen to my job (as lead) and the structure of my branch?

    As a result of this alignment, the staffing model at your library is going to change. Current leads and assistant managers are going to have to make some decisions about where they see themselves in the staffing model - in Access or Engagement. ...

    01/26/2017 - 14:20 - 0 comments

39. What will the process be for Student Aides who are no longer in high school?

    The goal for an employment program for high-school aged teens is to help prepare them for post-secondary education and future employment opportunities. Unlike traditional employment, this program is about helping teens grow and evolve as young ...

    01/26/2017 - 14:20 - 0 comments

40. Will this affect staffing levels?

    Staffing levels at libraries are set by reviewing the expected service needs and matching the number of staff required to deliver the projected need. Staffing levels may change if expected service levels are different from those previously set. ...

    01/26/2017 - 14:20 - 0 comments

41. I feel overwhelmed with all the change. Why is all this necessary?

    Change can be difficult, but it's also one of the main constants for any organization that is evolving and growing. The changes with both the staffing model and service model will allow us to move forward on our strategic plan, and rather than ...

    01/26/2017 - 14:20 - 0 comments

42. What are the talking points for the reasons behind the change?

    You can find this information on the "Alignment Project" page on the intranet:  http://my.metrolibrary.info/drupal/timtalks/librarys-alignment-project ...

    01/26/2017 - 14:20 - 0 comments

43. Which depts. are being restructured?

    All departments will have some impact, but the libraries and Outreach may see the largest changes. ...

    01/26/2017 - 14:20 - 0 comments

44. Will the implementation take place prior to class and comp?  When is class and comp expected to begin?

    Yes, the new titles and duties will be put into place prior to the completion of the Class and Comp study.  The study is scheduled to be completed before September 1, 2017, with its results being retroactive to July 1, 2017. ...

    01/26/2017 - 14:20 - 0 comments

45. If a staff member would prefer to move to a different location and there are openings for a lateral move, will this be considered?

    This alignment is not about allowing staff to change venues based solely on their desire to work at another location. All staffing changes will be based on the needs of the organization. ...

    01/26/2017 - 14:54 - 0 comments

46. Which libraries are small, medium and large?

    Large: ED, MC, NW, SO Medium: AL, BI, BE, RE, VI, WA Small: CH, CT, DC Community: HR, JN, LU, NP The Downtown Library is not in a category and Wright will be incorporated into the DN staffing model. ...

    01/26/2017 - 15:05 - 0 comments

47. Are Adult Services Managers, Teen Services Managers, and Children Services Managers at a specific location? Do they still report to a Library Manager?

    These positions report to the Chief Library Experiences Officer (CLXO) and will be part of the Learning Experiences division . They will not be part of any specific local library.  ...

    01/27/2017 - 08:36 - 0 comments

48. I'm currently working on or interested in getting my MLIS, how will the alignment affect me?

    An MLIS will give you more options in the realigned MLS. Those who have the MLIS have the option to either follow the Access or Engagement path.   Access is great for the MLIS-degreed librarian who is interested in management, who enjoys ...

    01/27/2017 - 08:37 - 0 comments

49. On the handouts and PowerPoint, the Downtown Library is separated out from the other libraries. Do you envision a different role for the Downtown Library?

    Yes, the Downtown Library will provide some branch level services, but will also house some specialty and system-wide functions, such as genealogy, the Oklahoma Collection. ...

    01/27/2017 - 08:39 - 0 comments

50. PowerPoint indicates this will be discussed with each Manager next week. When?

    Tim, Kay and Michele are scheduling staff meetings with all departments over the next 3-4 weeks. Additionally, members of the Alignment Project Committee will meet with groups and share information as they have it. ...

    01/27/2017 - 08:40 - 0 comments

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