New Staff Landing Page

New Staff Landing Page

About

This article is meant to orient new (or not-so-new) library staff to MSC training resources for WorkFlows, the online catalog, statistical reporting, and more.
To practice the WorkFlows tasks covered in the articles below (configuration, cataloging, circulation, reports), log into the WorkFlows TEST server discussed in WorkFlows - Introduction.

MSC Support

Knowledge Base

The MSC staff developed an extensive collection of articles and videos in answer to frequently asked questions. The Knowledge Base includes information about circulation, cataloging, reports and many other modules and features used by the Shared Catalog. Please view the Knowledge Base before submitting a ticket to see if an answer already exists for your question.

Help Desk Tickets

To streamline support requests and better serve member libraries, MSC staff utilize an online help desk ticket system called Zoho. Every support request is assigned a unique ticket number. The ticket system maintains complete archives and history of all support requests. You can also create an account to track ticket progress, send new replies, and search previous resolutions. For more information about navigating the ticket system, please see our Zoho help articles.
  1. Zoho - Creating an Account
  2. Zoho - Submitting a Ticket
  3. Zoho - My Area
  4. Zoho - MSC Ticket Support Procedures

Down System

During Normal Business Hours (M-F from 8AM-5PM)
Open a help desk ticket to ensure that staff in the office are immediately notified. Please watch for system announcements via GovDelivery.

After Normal Business Hours, Weekends, and Holidays
System critical support is monitored and attended to by SirsiDynix SaaS staff, which includes 24/7 care using teams positioned globally.

In the event of connectivity issues outside of normal business hours, member libraries should operate WorkFlows in Offline Mode.

WorkFlows - Configuration

The following articles and video tutorials introduce WorkFlows and cover logging in (for real-time tasks vs for training practice) and setting properties. You can practice these tasks without making real changes in the system by logging into the  WorkFlows TEST server discussed in  WorkFlows - Introduction.
  1. WorkFlows - Introduction
  2. WorkFlows - Installing
  3. WorkFlows - Changing Staff Passwords (PINs)
  4. WorkFlows - Fonts, Themes and Tabs
  5. WorkFlows - Toolbar Management
  6. WorkFlows - Receipts and Transit Slips

Cataloging

The following articles and video tutorials introduce the MSC's Standard Cataloging Procedures (SCP), effective searching strategies, and more. You can practice these tasks without making real changes in the system by logging into the  WorkFlows TEST server discussed in  WorkFlows - Introduction.
  1. Cataloging - Searching Guide
  2. SCP - Introduction
  3. SCP - Bibliographic Record Standards
  4. SCP - Copy Cataloging
  5. SCP - Managing Call Numbers & Item Records
  6. SCP - Creating Temporary & Permanent Local Records
  7. Cataloging - Equipment/Devices
  8. SCP - Modifying, Editing & Improving Bibliographic Records
  9. SCP - Cataloging Serials, Series, Multi-Part Works & Applying Analytics
  10. SCP - Transferring, Discarding & Deleting Records
  11. Cataloging - Transferring Records
  12. Cataloging - Discarding vs Deleting Records
  13. Cataloging - Problem Discards
  14. SCP - Resources & Contacts
  15. SCP - MARC Tag Cheat Sheet
  16. Cataloging - Flow Chart

Circulation

The following articles and video tutorials cover circulation procedures, effective searching strategies, and more. You can practice these tasks without making real changes in the system by logging into the  WorkFlows TEST server discussed in  WorkFlows - Introduction.
  1. Circulation - Registering Users
  2. Circulation - User Policy Lists
  3. Circulation - Charge History
  4. Circulation - Renewing Patron Privilege
  5. Circulation - Checking Out
  6. Circulation - Renewing Checkouts
  7. Circulation - Adjusting Due Dates
  8. Circulation - Checking In
  9. Circulation - Book Drop Check-In
  10. Circulation - Searching Guide
  11. Circulation - Placing Holds
  12. Circulation - Filling Holds
  13. Circulation - Cleaning the Holds Shelf
  14. Circulation - Modifying Holds
  15. Circulation - Removing Holds
  16. Circulation - Marking Items "Claims Returned"
  17. Circulation - Marking Items Missing
  18. Circulation - Marking Items Lost
  19. Circulation - Lost Items Overview
  20. Circulation - Assumed Lost / Process Long Overdue Guidelines
  21. Circulation - Handling Bills
  22. Circulation - Ephemeral Items
  23. Circulation - Interlibrary Loan ILL
  24. Circulation - Choosing Circulation Rules
  25. Circulation - Common Pop-Ups

WorkFlows - Connectivity

The following article and video tutorial cover opening, operating in, and closing offline mode in WorkFlows. 
  1. WorkFlows - Offline Mode

WorkFlows - Reports

The following articles and video tutorials cover setting properties for WorkFlows reports, such as overdue notices. You can practice these tasks without making real changes in the system by logging into the  WorkFlows TEST server discussed in  WorkFlows - Introduction.
WorkFlows reports are separate from statistical reports, which are run using BLUEcloud Analytics (BCA).
  1. WorkFlows - Formatting Reports
  2. WorkFlows - Specified Path Not Found

Enterprise Online Catalog

The following articles introduce Enterprise, the MSC's online catalog, and cover effective searching, patron PIN resets, and more.
  1. Enterprise - Profile URL
  2. Enterprise - Searching Guide
  3. Enterprise - Online User Registration
  4. Enterprise - Password/PIN Reset

BLUEcloud Analytics (BCA)

The following articles and video tutorials introduce BLUEcloud Analytics (BCA) and cover logging in, navigating, and running, saving and sharing statistical reports.
You won’t break anything by running reports in BCA because the reports don’t change anything in the MSC system. They are merely a way to pull, view and organize information.
  1. BCA - Overview
  2. BCA - Getting Started
  3. BCA - Navigating Reports
  4. BCA - Single-Prompt Reports & Page-By Axis
  5. BCA - Multi-Prompt Reports & Re-Prompting
  6. BCA - Saving Reports
  7. BCA - Sharing Reports

Mobile Apps

BLUEcloud Mobile (BCMobile)

  1. MSC App (BCMobile) Status

MobileStaff

  1. MobileStaff - Installing, Logging In, and Managing Settings
  2. MobileStaff - Circulation Tasks
  3. MobileStaff - Managing Holds and the Holds Shelf
  4. MobileStaff - Inventorying Your Collection
  5. MobileStaff - Weeding Your Collection

Third Party Products

The following articles provide an overview of third party products as they relate to the MSC system.

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