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Library - End-of-Year Checklist for Librarians

1. Provide LNOCA with your upcoming school year calendar by the end of May.
• Include your Compulsory Return Date(s) by district, building, or user profile.
• If you charge fines, include closed dates for the summer months to prevent overdue fines from accruing while the library is closed.
2. Provide LNOCA with a completed Patron Update form at http://www.lnoca.org/departments/library/files/INFOhio-Annual_Patron_Form2009.doc.
3. Identify inactive or expired patrons with bills. Forgive bills and remove patrons as appropriate.
• Run the LN: Bill/Ovd List, inactive template report on the ITC Custom tab.
4. Review Library Staff accounts and provide LNOCA with appropriate forms at http://www.lnoca.org/departments/library/forms.aspx.
5. Review item barcode ranges assigned to each building and ensure that each vendor is assigned a unique range.
6. Clear items in transit as needed.
• Use the 'Pending Transits' wizard to check if there are any items 'in transit' to your building.
7. Obtain circulation statistics.
• Review document 15.9c, OH : Monthly Circ Count at http://www.infohio.org/javamanual.
8. Obtain collection size counts.
• Review document 15.9e, OH : Item Count at http://www.infohio.org/javamanual.
9. Review LNOCA report templates on ITC Custom tab for possible use next year.
10. Delete unused/outdated Scheduled Reports and Template Reports.
11. Sirsi Database Maintenance: see Database Cleanup Agenda at http://www.lnoca.org/departments/library/files/handbook/H_DB_Clean.doc.
12. Remove outdated holds for materials. To obtain a list of users with holds, run the List Users report on the Users tab and enter the following:
• Selection Criteria tab: Number of holds: >0
• Output Options tab > Holds information > Holds: All | Format: Full
13. Remove inventory reports from the finished reports list. Effective September 2007, inventory reports are no longer removed from Finished Reports.