Audio Transcript Boundless Advanced Admin Training September 17, 2024 1 00:00:00.457 --> 00:00:01.650 Karen McElfresh: Here we go. 2 00:00:02.450 --> 00:00:26.560 Karen McElfresh: Alright. Hi, everybody, and thank you for joining us for our final training in this series of Boundless trainings. This is session 3, which is the advanced admin training. I am Karen McElfresh. I am the E-Read Texas program coordinator at the Texas State Library, and with me again today is Jesse Wilson, who is our point person on the Baker and Taylor side. 3 00:00:26.680 --> 00:00:31.249 Karen McElfresh: So let me put that link in the slides one more time, just in case you just joined. 4 00:00:31.800 --> 00:00:33.950 Karen McElfresh: And next slide, please, Jesse. 5 00:00:35.780 --> 00:01:01.559 Karen McElfresh: as we have been, we're using zoom for this session, and you can turn on the captions at the bottom of the screen. If you want to see the captions with that CC. Button, and then right next to it is the QA. Panel, which again, is how we will do questions for the session. If there's anything that you'd like Jesse to respond to or me, please put it in the QA. Panel so we can find it, and then the chat can just be for more informal. 6 00:01:02.260 --> 00:01:03.410 Karen McElfresh: comments 7 00:01:03.780 --> 00:01:05.840 Karen McElfresh: all right next slide, please. 8 00:01:08.092 --> 00:01:12.928 Karen McElfresh: So, as I said that this is the 3rd in our series of 9 00:01:15.230 --> 00:01:17.049 Karen McElfresh: Can you go to the next slide, Jesse? 10 00:01:17.200 --> 00:01:43.730 Karen McElfresh: Oh, there! Oh, yeah, I forgot. This one was in there. Again, if you want to download the slides, they are on our website. That training page, I will put the link in here. This also has the links for sessions one and 2. If you miss those, or you want to re-watch them or send it to another person in your library. The recordings have all been posted along with the transcripts, the slides, and also the QA. From all sessions 11 00:01:43.730 --> 00:01:53.989 Karen McElfresh: I went through and answered all the questions, and so that has been posted as well. So if you have any interest in seeing what other people asked, I would recommend checking it out when you have a little bit of time 12 00:01:54.280 --> 00:01:56.200 Karen McElfresh: and next slide, Jesse. 13 00:01:58.130 --> 00:02:09.780 Karen McElfresh: So for today, this is our advanced admin training. This is the one where you're going to learn kind of all the fun stuff you can do in admin to customize your site. So Jesse will show you how to create featured lists. 14 00:02:09.930 --> 00:02:27.050 Karen McElfresh: how some of the admin options, also how you can create programs. We showed programs in the 1st session from the patron side. So this will show you how you can set those up, and then we will also talk about site scoping. And just as we've done in the 1st 2 sessions, we'll hold questions until the end. 15 00:02:27.260 --> 00:02:30.229 Karen McElfresh: So with that, I think it's over to you, Jesse. 16 00:02:30.580 --> 00:02:33.038 Jesse Wilson: Alright. Thank you so much, Karen. So 17 00:02:33.550 --> 00:02:53.089 Jesse Wilson: today, like she said. I am Jesse Wilson, your Digital Customer Success Manager with Baker and Taylor, I am your go to. If you have questions of all things Boundless, you can also reach out to Karen, and she will help out if it's something she can't answer. Then she will definitely get in touch with me. 18 00:02:53.575 --> 00:03:21.124 Jesse Wilson: So to start this off with our admin site customization, I'm just going to give sort of a quick reminder of some things we talked about last time, just in case you missed it. So you should have already started to see your onboarding emails coming. If you did not get your onboarding email, please, look around your library. Ask other people. Whoever was on that onboarding 19 00:03:21.730 --> 00:03:26.509 Jesse Wilson: email originally. That's who got that this specific email. 20 00:03:27.611 --> 00:03:40.610 Jesse Wilson: If you don't have your email, let's say by Thursday, please, contact Karen, and let her know. And we will make sure you get that information there also. Make sure you check your spam folders 21 00:03:40.680 --> 00:03:57.809 Jesse Wilson: because it's coming from onboarding@bakertaylor.com. So make sure it's you see it there again. When you get this information, you're going to get your URL and your Boundless admin site here to log into 22 00:03:58.950 --> 00:04:09.850 Jesse Wilson: with your username and password, and also some other information like my information is on there as well. This is actually your E-Read 23 00:04:10.050 --> 00:04:12.920 Jesse Wilson: onboarding email that you should have gotten 24 00:04:15.430 --> 00:04:20.350 Jesse Wilson: when you're ready to log into your admin site again. It is your URL 25 00:04:20.360 --> 00:04:23.920 Jesse Wilson: with backslash a DMIN on there. 26 00:04:24.310 --> 00:04:30.980 Jesse Wilson: So you have that option to go that way or click on the admin automatically from your onboarding email. 27 00:04:32.030 --> 00:04:34.069 Jesse Wilson: Use your 28 00:04:35.200 --> 00:04:59.870 Jesse Wilson: default password and username to get in here again. Don't forget that if you cut and paste that password, don't let there be any blank spaces at the beginning, because it will consider that not to be your correct password. I've done that too many times, and like to give that reminder. If you've set up your own admin login, feel free to use that to get in there. 29 00:05:00.690 --> 00:05:09.459 Jesse Wilson: So today we are not going to go back over everything that we discussed last time. What we are mainly focusing on is customization. 30 00:05:09.640 --> 00:05:32.239 Jesse Wilson: and that has got to be my favorite part of Boundless is the fact that I can make it look. However, I want, in most cases I can use this to really highlight a lot of what's happening in my library and get more engagement. Get people excited about events that are going on and that's what I'm going to show you today. 31 00:05:32.330 --> 00:05:37.100 Jesse Wilson: So where we are really going to be focusing on is 32 00:05:37.210 --> 00:05:39.000 Jesse Wilson: list management 33 00:05:39.170 --> 00:05:49.360 Jesse Wilson: programs, library announcements, library administration. And you see those up at the top right with the little tabs as well. 34 00:05:50.290 --> 00:05:55.619 Jesse Wilson: So all of those little areas is what we're going to be focusing on today specifically. 35 00:05:58.930 --> 00:06:10.909 Jesse Wilson: And let me just say a call out, if you're on here, Jasper public Library. Thank you for letting me use your login so that I can pull the slides here. So this is what you're going to see on your home screen. 36 00:06:12.840 --> 00:06:16.319 Jesse Wilson: So what are lists? Specifically now. 37 00:06:16.660 --> 00:06:39.863 Jesse Wilson: as I'm going through this. You're going to hear me talk about featured lists, and we talked about this on the app training as well. So you saw in your application when you go to your library page. These are the lists that your patrons can use to just sort of flip through and find something quick to read, so you can use these to highlight book, club list, 38 00:06:40.690 --> 00:06:42.490 Jesse Wilson: special event list 39 00:06:42.520 --> 00:06:54.050 Jesse Wilson: and anything else you can really think of that you want to do as a list. Maybe you have an underperforming section of a subject area that you want to highlight one month. 40 00:06:54.260 --> 00:06:57.889 Jesse Wilson: You can do that here with these lists here. 41 00:06:58.080 --> 00:07:09.810 Jesse Wilson: if you've already logged into your Boundless site, you will notice that you already have a couple of lists ready to go. Usually we have fiction, nonfiction. Teen children list as your default. 42 00:07:09.970 --> 00:07:11.120 Jesse Wilson: and that puts 43 00:07:11.210 --> 00:07:18.759 Jesse Wilson: everything in there. That's a criteria based list is what we're going to talk about first.st That's what those are. 44 00:07:19.210 --> 00:07:27.919 Jesse Wilson: But now you get to customize and make your own. And in this case you're going to go to list management on your site 45 00:07:28.030 --> 00:07:36.329 Jesse Wilson: and choose between creating a criteria based list or a title based list. And I'm gonna walk you through how to do both of those 46 00:07:36.580 --> 00:07:42.189 Jesse Wilson: on that screen when you get into list management. This is what you're going to see here. 47 00:07:42.830 --> 00:07:45.390 Jesse Wilson: So you have your list 48 00:07:45.540 --> 00:07:46.490 Jesse Wilson: here. 49 00:07:47.410 --> 00:07:52.889 Jesse Wilson: Hide disable list. If there's lists that you create, that later on you 50 00:07:52.990 --> 00:07:54.290 Jesse Wilson: disable. 51 00:07:54.710 --> 00:07:56.340 Jesse Wilson: It will be hidden. 52 00:07:56.360 --> 00:07:59.370 Jesse Wilson: Just click this little button here to see everything 53 00:08:00.210 --> 00:08:01.989 Jesse Wilson: a list search area. 54 00:08:02.420 --> 00:08:05.609 Jesse Wilson: You can filter it by what you're looking for 55 00:08:06.810 --> 00:08:16.930 Jesse Wilson: down here at the bottom as long as it says enabled you're going to be able to customize your site, using that list as we're going to see in in library Admin area. 56 00:08:17.050 --> 00:08:18.740 Jesse Wilson: You have your name. 57 00:08:19.070 --> 00:08:34.340 Jesse Wilson: If it you have it set up for expiration, I'll show you when it expires, how many titles are in it. And then over here. You don't really have to worry about pop up library right now. But with actions. The little pencil is where you go to edit your list. 58 00:08:34.799 --> 00:08:39.160 Jesse Wilson: The eyeball is what you click on to see your list in action. 59 00:08:39.470 --> 00:08:42.719 Jesse Wilson: and the X deletes your list. 60 00:08:43.039 --> 00:08:49.819 Jesse Wilson: You can create as many lists as you want with this, and you don't have to really 61 00:08:51.840 --> 00:08:57.559 Jesse Wilson: delete them if you don't want to. You could just click that disable, and it'll hide it from that list. 62 00:08:58.800 --> 00:09:04.699 Jesse Wilson: The 1st one we're going to talk about, though, today is criteria based list creation. 63 00:09:04.940 --> 00:09:08.099 Jesse Wilson: So when you go in and create your list 64 00:09:08.660 --> 00:09:12.079 Jesse Wilson: by clicking that little. Create your list area there. 65 00:09:12.650 --> 00:09:14.900 Jesse Wilson: It's going to bring you to this page. 66 00:09:15.000 --> 00:09:18.820 Jesse Wilson: And one of the things that I tell everybody to do is 67 00:09:18.850 --> 00:09:25.669 Jesse Wilson: choose your list type, create criteria based. But put it on all your profiles here. 68 00:09:25.770 --> 00:09:29.719 Jesse Wilson: Don't just choose one profile for criteria. And here's why. 69 00:09:29.930 --> 00:09:43.860 Jesse Wilson: as we were discussing our profiles in the application. Remember that it said all those lists they scope to that profile specifically. So let's say you create a spooky season list. 70 00:09:44.010 --> 00:09:45.100 Jesse Wilson: and 71 00:09:45.280 --> 00:09:47.769 Jesse Wilson: on this list you have it for 72 00:09:47.780 --> 00:10:05.150 Jesse Wilson: all profile types. You choose folktales well, whatever BISAC falls under profiles for the age group will fall underneath that profile. So you don't have to worry about things from the general or adult profile going on to the kid profile. 73 00:10:05.670 --> 00:10:09.990 Jesse Wilson: And that's really nice, because it helps create lists a little quicker there. 74 00:10:10.580 --> 00:10:25.360 Jesse Wilson: So with your criteria list, choose your profile type list details, basic information. Here, a list name, title, description, if you want it, make sure that it is enabled. So, for example, if I was doing a spooky season list. 75 00:10:25.870 --> 00:10:27.169 Jesse Wilson: I would do 76 00:10:28.520 --> 00:10:32.829 Jesse Wilson: list, name as spooktacular titles. 77 00:10:32.990 --> 00:10:44.839 Jesse Wilson: Spectacular reading. What have you list? Description? Check out all things related to spooky season? So it could be fall titles. Halloween. What have you 78 00:10:45.750 --> 00:10:57.819 Jesse Wilson: underneath the advanced options. This is where things get even more customizable. And I love this feature because you can go in as a selector or as a customizer. 79 00:10:58.110 --> 00:11:00.669 Jesse Wilson: build a ton of lists 80 00:11:01.160 --> 00:11:03.400 Jesse Wilson: and turn them on and off automatically. 81 00:11:03.510 --> 00:11:20.770 Jesse Wilson: So it makes your life a lot easier. So, for example, here you have the option to start at a specific date and end at a certain date. So let's say you are doing spooky season, and you want it to start right now, but you want it to end on November first. 82 00:11:21.180 --> 00:11:22.440 Jesse Wilson: So you can do that. 83 00:11:22.720 --> 00:11:26.510 Jesse Wilson: And then what happens? Is it automatically disables itself. 84 00:11:26.550 --> 00:11:33.190 Jesse Wilson: and it hides it in that hidden list area. So next year I can go right back in here. 85 00:11:33.250 --> 00:11:38.569 Jesse Wilson: enable the list again, change the dates, and there it is. It's ready to go again. 86 00:11:38.820 --> 00:11:48.339 Jesse Wilson: So it's a really nice little feature for people who want to have the same style of list every year, but don't really want to have to keep creating lists for this every year 87 00:11:49.530 --> 00:12:08.989 Jesse Wilson: underneath list sort, you have the option of how things show in that list to your patrons. So, for example, if it's something that's just added, that would be 1st on the list. Publication date most popular recently returned. All of those are options that you can choose in the dropdown. 88 00:12:09.300 --> 00:12:12.310 Jesse Wilson: My favorite is 89 00:12:12.400 --> 00:12:14.090 Jesse Wilson: probably 90 00:12:16.280 --> 00:12:35.090 Jesse Wilson: I like doing it by title, because I like ABC titles, but a lot of people like to choose most popular because it gets higher search. In that case, showing that people really like these titles. Because, remember, whatever you put on this list, those 5 to 10 titles that your patrons see. 91 00:12:35.200 --> 00:12:38.809 Jesse Wilson: That's what's going to draw their attention first, st and that's what that is about. 92 00:12:39.500 --> 00:12:44.179 Jesse Wilson: You can filter by format and just show ebooks or e audiobooks as well. 93 00:12:44.320 --> 00:12:46.990 Jesse Wilson: When you're done, click next. 94 00:12:47.000 --> 00:12:51.099 Jesse Wilson: and it takes you to your criteria selection area. 95 00:12:52.040 --> 00:12:54.489 Jesse Wilson: Here is where you can choose 96 00:12:54.760 --> 00:13:06.590 Jesse Wilson: based on subjects and also languages or audiences. So let's say, you wanted to do a special language. List. You can choose that here 97 00:13:07.140 --> 00:13:19.510 Jesse Wilson: also, you can choose age groups. So I just want to show specific style age groups. You don't have to choose these if you don't want to. In that case, if you just say I want to 98 00:13:19.720 --> 00:13:24.740 Jesse Wilson: all audience style, it'll automatically scope accordingly. 99 00:13:25.060 --> 00:13:30.159 Jesse Wilson: What I'm going to focus on, though, is this BISAC area up here. 100 00:13:30.240 --> 00:13:32.980 Jesse Wilson: and just like what we were talking about with 101 00:13:33.160 --> 00:13:37.380 Jesse Wilson: Boundless in the application. You're going to hear some of that repeated here. 102 00:13:37.580 --> 00:13:49.449 Jesse Wilson: so you can go up here where it says search subject, or ISBN and type in Folktales, for example, or Halloween, and it will pull up those areas that have that information. 103 00:13:49.740 --> 00:13:51.689 Jesse Wilson: Then you can select it 104 00:13:51.850 --> 00:13:57.000 Jesse Wilson: and add it to the right for what you want to add to your list 105 00:13:57.430 --> 00:14:08.560 Jesse Wilson: the double arrows at the top and the bottom, so the top one adds everything from here, from the left hand side to the right hand side. If you want individual titles. 106 00:14:08.970 --> 00:14:14.440 Jesse Wilson: or sections, added, click on the section, and the single arrow will add it. 107 00:14:14.520 --> 00:14:18.560 Jesse Wilson: and then the 2 at the bottom take things off in the same manner. 108 00:14:22.450 --> 00:14:27.480 Jesse Wilson: So, as I was mentioning about bisex subjects and breakdowns. 109 00:14:28.340 --> 00:14:38.280 Jesse Wilson: Here is an example of what we get from our publishers on Ts 360. So this is what Karen sees when they're doing when they're purchasing the title. 110 00:14:38.420 --> 00:14:39.630 Jesse Wilson: They see 111 00:14:39.880 --> 00:14:41.770 Jesse Wilson: the information. 112 00:14:41.980 --> 00:14:49.550 Jesse Wilson: And this 1st BISAC subject area. So like juvenile nonfiction comics and graphic novels. History. 113 00:14:49.580 --> 00:15:05.489 Jesse Wilson: And I'm using comics and graphic novels because I think this is the greatest example of how BISAC work in a lot of ways. And things you have to be aware of, because comics and graphic novels is probably one of the biggest circulating genres that we have right now. 114 00:15:06.730 --> 00:15:09.469 Jesse Wilson: But if I wanted to create that list 115 00:15:09.700 --> 00:15:13.670 Jesse Wilson: for comics and graphic novels. Here's how I would do it. 116 00:15:13.830 --> 00:15:27.409 Jesse Wilson: So the 1st one that you see here if I just went in and tapped and clicked on comics and graphic novels. That's only going to give me an adult version of that. So here's Julia Quinn, for example. 117 00:15:28.011 --> 00:15:31.200 Jesse Wilson: having that comics and graphic novels 118 00:15:31.350 --> 00:15:36.839 Jesse Wilson: subject area. Here, then, romance, historical fiction, humorous 119 00:15:37.430 --> 00:16:02.330 Jesse Wilson: for young adults or for juvenile. Again, you would have to go underneath young adult fiction or nonfiction, juvenile fiction or nonfiction, then find that sub category here of comics and graphic novels. So I'm going to go back real quick. So if you notice here, here, this says comics and graphic novels. If I clicked on that, it would just be for adults. 120 00:16:02.940 --> 00:16:05.710 Jesse Wilson: But if I click this little arrow right here. 121 00:16:06.010 --> 00:16:17.939 Jesse Wilson: It will actually show me the sub categories. So I can get even more specific. Or up here at the top, I would put in comics and graphic novels, and it would show me everything. 122 00:16:19.340 --> 00:16:36.829 Jesse Wilson: So this is just a great example of how things are broken down in a lot of ways with those subjects, and you can go in and again pull that inventory report. Choose the subjects that you want, and make that list accordingly, by that criteria. 123 00:16:38.540 --> 00:16:41.010 Jesse Wilson: When you're ready to preview your list. 124 00:16:41.400 --> 00:16:47.730 Jesse Wilson: Click on the preview tab, and it shows you everything that is going to be in that list 125 00:16:47.930 --> 00:16:50.749 Jesse Wilson: when you're ready. Click, save. 126 00:16:50.770 --> 00:16:57.159 Jesse Wilson: And it's going to tell you on a little pop up screen that your list could take 15 min to create. 127 00:16:57.180 --> 00:16:59.999 Jesse Wilson: Now I always give this as a warning. 128 00:17:00.670 --> 00:17:21.139 Jesse Wilson: If you are creating a huge list, it's going to take more than 15 min. So, for example, let's say, I want to create that comics and graphic novels list for all 3 profiles, and I have like 2,000 items in that list. It might take an hour or overnight for that list to show up. 129 00:17:21.230 --> 00:17:29.089 Jesse Wilson: So please be patient with that. Most of the time when I create a criteria list. Honestly, it shows up within the hour. 130 00:17:29.620 --> 00:17:39.619 Jesse Wilson: It's pretty quick to get put together. Title list, as what we're going to see in just a minute are probably quicker, because you're being very specific on what you're looking for 131 00:17:40.135 --> 00:17:44.760 Jesse Wilson: in this case you're pulling in a lot of information for this criteria. 132 00:17:45.440 --> 00:17:53.080 Jesse Wilson: So once that is ready, that main page is going to pop back up. The eyeball will be grayed out 133 00:17:53.630 --> 00:17:57.800 Jesse Wilson: when it is that dark green color that's when you know it's ready to go 134 00:18:00.600 --> 00:18:05.029 Jesse Wilson: for your title based list creation. It's the same type of setup. 135 00:18:07.170 --> 00:18:10.190 Jesse Wilson: Instead of choosing criteria you choose title 136 00:18:10.200 --> 00:18:14.259 Jesse Wilson: again. Go in, choose all your profiles that you want added. 137 00:18:14.620 --> 00:18:22.310 Jesse Wilson: You cannot change that after you create the list, you'd have to create a brand new list. So that's why I also say, choose all 3 of the profiles. 138 00:18:22.340 --> 00:18:23.610 Jesse Wilson: If you want. 139 00:18:24.520 --> 00:18:28.700 Jesse Wilson: put in your information and your advanced options that you want 140 00:18:29.340 --> 00:18:32.020 Jesse Wilson: and click next. 141 00:18:32.330 --> 00:18:56.609 Jesse Wilson: Now, with the title selection list, one thing to pay attention to if you set up this advanced options to turn it on and off. Great. But if you want to use this again next year, and let's say a license expired, and or an isb and changed, you might not see that on the list next year. So just be aware of that. When you're creating these. 142 00:18:58.000 --> 00:19:09.870 Jesse Wilson: I like title list based. Because if it's something specific. So like again, book Club, for example, those are very specific to your year, you know, once you're done. You're done 143 00:19:10.470 --> 00:19:11.320 Jesse Wilson: there 144 00:19:12.720 --> 00:19:17.510 Jesse Wilson: when you're ready to choose your titles, go in here, and you can 145 00:19:17.530 --> 00:19:23.989 Jesse Wilson: type in subject, author, title, ISBN. All of that is going to be there. 146 00:19:24.080 --> 00:19:28.320 Jesse Wilson: and it will come up with your books here 147 00:19:30.020 --> 00:19:35.310 Jesse Wilson: in order to choose your book. Just hover over the title, like what you see with number 3. 148 00:19:35.750 --> 00:19:43.470 Jesse Wilson: If you click the I that's going to give you more information about the title. If you click the plus, it adds to your list. 149 00:19:43.520 --> 00:19:51.360 Jesse Wilson: If you hover back over the item and don't want it on your list. It's going to have a little minus there, click that, and it takes it off your list 150 00:19:52.550 --> 00:19:58.980 Jesse Wilson: if you go in and let's say, do a author, and you want to add all of Sarah J. Maas's books so you could click. 151 00:19:59.220 --> 00:20:01.019 Jesse Wilson: put in Sarah J. Maas. 152 00:20:01.540 --> 00:20:09.009 Jesse Wilson: Make sure all of those are her titles, and then click, add page or add all, and it adds it automatically to that list. 153 00:20:09.210 --> 00:20:15.250 Jesse Wilson: My favorite way of doing this, though, is by clicking. Add ISBN. 154 00:20:15.760 --> 00:20:17.040 Jesse Wilson: Because. 155 00:20:17.330 --> 00:20:27.440 Jesse Wilson: like I said in our previous training, pull that inventory list. Look at what you're looking for in titles, and choose those ISBNs. 156 00:20:27.820 --> 00:20:35.070 Jesse Wilson: Cut and paste up to 500 ISBNs into the list, and then add to list. 157 00:20:35.360 --> 00:20:36.260 Jesse Wilson: If 158 00:20:36.500 --> 00:20:51.659 Jesse Wilson: anything is rejected, you'll see that here, more than likely, because you've already pulled an inventory list. You know it's not going to be a problem because they're going to be there. So it will tell you. Hey? I've added 3 ISBNs to the collection. 159 00:20:53.410 --> 00:20:56.450 Jesse Wilson: and then your list is ready to go. 160 00:20:56.650 --> 00:20:59.889 Jesse Wilson: and everything is enabled in here. 161 00:21:00.070 --> 00:21:12.300 Jesse Wilson: and it's going to show up on your library admin area. Now, again, when it is in the process of building that list for you, this eyeball will be grayed out 162 00:21:12.960 --> 00:21:19.739 Jesse Wilson: after that list is ready to go. It's going to be this dark green color. If you ever want to edit that list. 163 00:21:20.270 --> 00:21:23.350 Jesse Wilson: Click on the little pencil there 164 00:21:24.030 --> 00:21:30.439 Jesse Wilson: now, just because you create the list here, it might not show up on your screen. 165 00:21:30.510 --> 00:21:36.360 Jesse Wilson: because all customization is actually happening in library admin 166 00:21:36.600 --> 00:21:49.400 Jesse Wilson: and library admin again, when you log in, it's going to be its own little area here or on the top right library, admin the pencil with the paper there with the dots. 167 00:21:50.060 --> 00:21:55.020 Jesse Wilson: So this is where you go to customize everything on your site. 168 00:21:56.860 --> 00:22:03.679 Jesse Wilson: and you might see this already if you've already logged in and started playing. You'll notice this page here. 169 00:22:03.810 --> 00:22:29.239 Jesse Wilson: and the way that it's set up is you can go in and customize each profile that you see here. So I can actually make the general teens and kids look very different if I wanted to. The only thing that is not going to change or be able to be changed is announcements. So when you put in an announcement, it's going to be the same across all 3 profiles. 170 00:22:29.240 --> 00:22:44.259 Jesse Wilson: At this time. That is something we are working on in development to change, but for right now, that is how it's set up. You can, however, turn them on and off in the profile. So like, if you wanted to do an announcement just for adults. 171 00:22:44.430 --> 00:22:50.320 Jesse Wilson: you could put that into the general profile and then turn it off for kids and teens. It's up to you. 172 00:22:52.270 --> 00:23:07.770 Jesse Wilson: on this page as of right now, the way that it's set up you have your featured reading program at the top announcements Book of the Month Resource Hub, and then featured list. And then underneath that are all your other lists that were created as we're going to see in a minute 173 00:23:09.090 --> 00:23:21.169 Jesse Wilson: on the right hand side to switch positions. It's a click and drag system so you would click here and drag it up or down accordingly. As to where you want these to be. 174 00:23:21.770 --> 00:23:32.539 Jesse Wilson: If you want to customize everything in one, go, you can click on the expand all area and it expands everything out. So you can just do one quick customization there. 175 00:23:32.590 --> 00:23:35.689 Jesse Wilson: But if you want to customize specifically. 176 00:23:35.830 --> 00:23:39.159 Jesse Wilson: you can click on this little down 177 00:23:39.260 --> 00:23:43.680 Jesse Wilson: arrow here, and it will open up the area to 178 00:23:43.750 --> 00:23:44.869 Jesse Wilson: change it up. 179 00:23:45.090 --> 00:23:49.519 Jesse Wilson: And so now we're going to walk through each section that you can customize. 180 00:23:50.590 --> 00:23:58.710 Jesse Wilson: So for announcements. Announcements are great because it alerts your patrons on things happening in the library. 181 00:23:59.070 --> 00:24:00.100 Jesse Wilson: and 182 00:24:00.460 --> 00:24:04.449 Jesse Wilson: I like using it for telling folks, hey? There's a special event. 183 00:24:04.470 --> 00:24:12.620 Jesse Wilson: hey? There's something I want you to specifically see about our library. All of that can be done in announcements. 184 00:24:12.730 --> 00:24:18.180 Jesse Wilson: So when you get into your site, click on the announcements 185 00:24:18.490 --> 00:24:21.270 Jesse Wilson: and click the little arrow here to edit it. 186 00:24:21.630 --> 00:24:32.090 Jesse Wilson: You want to make sure if you want to show this announcement, you would click on the little button here. If you don't want it shown, you can click on the button and turn it off. It's up to you. 187 00:24:32.400 --> 00:24:36.949 Jesse Wilson: but when you go in to edit the announcement, it's going to give you a couple of options. 188 00:24:37.683 --> 00:24:38.670 Jesse Wilson: Excuse me. 189 00:24:39.730 --> 00:24:42.139 Jesse Wilson: So here we have 190 00:24:42.470 --> 00:24:44.370 Jesse Wilson: our sample 191 00:24:44.520 --> 00:24:50.629 Jesse Wilson: for Beach day. This is a picture my daughter actually took here. So this is my little beach day example. 192 00:24:50.920 --> 00:25:01.009 Jesse Wilson: I can click on URL, add an image and then add a URL that will take someone to an event page 193 00:25:01.240 --> 00:25:10.030 Jesse Wilson: with Urls. Please make sure you do include the Https section. So you have to do the whole URL 194 00:25:10.060 --> 00:25:11.160 Jesse Wilson: in here. 195 00:25:11.797 --> 00:25:18.780 Jesse Wilson: When the preview happens, you would click on the little picture here, and it takes you to that page. 196 00:25:19.220 --> 00:25:35.319 Jesse Wilson: You can embed videos as well. But when you do that embedding, make sure it's the full embed information. So if you're doing a Tiktok or a Youtube video, make sure it's the embedded URL that you're using, or it might look a little weird. 197 00:25:37.840 --> 00:25:50.770 Jesse Wilson: I, personally like using the image a lot, because then you could just put like a flyer information or a heads up. All of that can go in there, and it shows you the Jpeg Png file 198 00:25:51.180 --> 00:25:54.820 Jesse Wilson: size of 1 MB that you can use to do that. 199 00:25:55.570 --> 00:25:56.960 Jesse Wilson: Add your title. 200 00:25:57.120 --> 00:25:59.869 Jesse Wilson: add your little information here. 201 00:25:59.980 --> 00:26:03.989 Jesse Wilson: and this is what you can see when you click. Preview 202 00:26:04.070 --> 00:26:11.770 Jesse Wilson: preview does not publish it to your site. It just shows you what it's going to look like. So this is what it would say here. 203 00:26:12.120 --> 00:26:16.710 Jesse Wilson: and with a little block text there, so people can read it a little easier 204 00:26:16.760 --> 00:26:20.540 Jesse Wilson: and then click, publish. When you're ready to put it on the site. 205 00:26:20.620 --> 00:26:23.400 Jesse Wilson: When you publish it again. It's going to say 206 00:26:23.520 --> 00:26:33.754 Jesse Wilson: your site update might take up to 15 min to change. Honestly, I've actually clicked okay, and it's ready to go with a refresh most of the time. 207 00:26:34.500 --> 00:26:45.850 Jesse Wilson: I have had a case recently where it did take a couple of minutes, and I think it was because I did, Urls, and it's just trying to grab that information so it could take 15 min to an hour. 208 00:26:46.159 --> 00:26:55.739 Jesse Wilson: If you don't see an announcement popping up within like 2 hours. Please let me know because we want to look at it with you to make sure everything's publishing correctly. 209 00:26:56.000 --> 00:26:59.029 Jesse Wilson: So please send in a support ticket if you need to. 210 00:27:01.900 --> 00:27:05.710 Jesse Wilson: You also have the option of creating a Book of the Month Club. 211 00:27:06.176 --> 00:27:09.159 Jesse Wilson: So this Book of the Month here. 212 00:27:09.850 --> 00:27:12.809 Jesse Wilson: go in again. Click on the little pencil. 213 00:27:12.920 --> 00:27:16.970 Jesse Wilson: Add your ISBN, your headline, your description. 214 00:27:17.040 --> 00:27:22.440 Jesse Wilson: You can turn it on and off if you notice this is gray, so that means it's not going to show the title. 215 00:27:22.510 --> 00:27:27.410 Jesse Wilson: If you turn it on, it's going to be blue and then click, save, and it's ready to go 216 00:27:27.640 --> 00:27:29.499 Jesse Wilson: with the book of the month 217 00:27:29.590 --> 00:27:32.015 Jesse Wilson: that you have up here. 218 00:27:33.330 --> 00:27:39.719 Jesse Wilson: Once you put it in, you can't put it out. You just have to change up the information. So you just turn it on and off as you go. 219 00:27:39.890 --> 00:27:43.029 Jesse Wilson: This is a great way of highlighting under 220 00:27:43.070 --> 00:27:51.159 Jesse Wilson: circulating titles. If there's a special theme that you're doing for story time. All of that can be used here. 221 00:27:51.200 --> 00:27:52.940 Jesse Wilson: Click, save. 222 00:27:53.340 --> 00:27:58.260 Jesse Wilson: And it's gonna look something like this on your page. So 223 00:27:58.850 --> 00:28:07.700 Jesse Wilson: book of the month, and your announcements are going to be on the same line in the site, so it will go across there. 224 00:28:08.440 --> 00:28:13.859 Jesse Wilson: Then you can go in and move them up or down your page. However, you want 225 00:28:16.840 --> 00:28:18.499 Jesse Wilson: for a featured list. 226 00:28:18.950 --> 00:28:23.990 Jesse Wilson: Yes, you have all your featured lists like what you see here created. 227 00:28:24.330 --> 00:28:40.179 Jesse Wilson: But this featured list is like the list you want everybody to pay attention to. It is your number one list, so you can go in here and choose from a dropdown, which list you think people need to see the most. 228 00:28:40.410 --> 00:28:43.790 Jesse Wilson: and then add it accordingly at the very top. 229 00:28:44.180 --> 00:28:46.290 Jesse Wilson: When it comes to list. 230 00:28:48.870 --> 00:28:59.239 Jesse Wilson: I tell people think about the attention span of your patrons. We live in a society where, if you don't see something within 10 seconds, do you pay attention to it. 231 00:28:59.822 --> 00:29:13.220 Jesse Wilson: Type of a situation. So on your admin page and on your magic wall, on your main site or your app, think about how much time you spend scrolling through stuff. 232 00:29:14.030 --> 00:29:20.970 Jesse Wilson: I tell folks no more than 5 lists at a time, because if you have 30 lists, people aren't going to look at those. 233 00:29:21.630 --> 00:29:30.059 Jesse Wilson: whatever list or announcement that you want people to really pay attention to put that at the very, very top. 234 00:29:30.140 --> 00:29:43.589 Jesse Wilson: So, for example, you can actually take like, let's say this fiction list here and pull it all the way up to the top of your screen. So that's the 1st thing that they see, and then have an announcement underneath it. 235 00:29:43.730 --> 00:29:51.190 Jesse Wilson: It is up to you how you set that up. But just think about what is the most important thing that you want your patrons to see 236 00:29:51.290 --> 00:29:54.779 Jesse Wilson: 1st on your page is what you're asking here. 237 00:29:58.450 --> 00:30:03.880 Jesse Wilson: The other option that we haven't gotten to yet is the featured reading program. 238 00:30:06.130 --> 00:30:21.200 Jesse Wilson: This is, again, it's a great way of gamifying your experience in the library, and it's a great feature to use for reading challenges and other experiences in your library. 239 00:30:21.340 --> 00:30:27.810 Jesse Wilson: So you can set up the featured reading program based on the ones that you create. And I'm gonna show you how to do that right now 240 00:30:28.440 --> 00:30:32.319 Jesse Wilson: again, you don't have to show that on the screen if you don't want to. 241 00:30:34.890 --> 00:30:36.900 Jesse Wilson: But with reading programs 242 00:30:37.240 --> 00:30:42.199 Jesse Wilson: these are a lot of fun. I like reading programs because I like to have that challenge 243 00:30:42.490 --> 00:30:47.519 Jesse Wilson: up at the top. You have that program tab here, click there 244 00:30:47.650 --> 00:30:50.340 Jesse Wilson: and then click, create program. 245 00:30:50.380 --> 00:31:03.509 Jesse Wilson: We have 3 types of programs that you can utilize for your system. The 1st one is books in order. So you read the books in order from start to finish. Example book Club. 246 00:31:03.780 --> 00:31:16.610 Jesse Wilson: Okay, here is the reading program challenge for January to December for our book. Club. You have to read these books in order in order to get a sticker at the end of the year? Or what have you? 247 00:31:17.710 --> 00:31:28.890 Jesse Wilson: X of Y books? Here is a list of 20 books for spooky spooky season. Read 10 of them and come in and get a special sticker 248 00:31:28.910 --> 00:31:31.469 Jesse Wilson: showing that you have completed 249 00:31:32.040 --> 00:31:34.080 Jesse Wilson: this program 250 00:31:35.840 --> 00:31:56.130 Jesse Wilson: for the milestone program. This is great for summer reading programs, especially because it's sort of like the 1,000 books before kindergarten that everybody likes to do our summer reading program. If you read 100 items, then bring in your app, show it to us, and we get you a little prize or register you for 251 00:31:56.140 --> 00:31:57.270 Jesse Wilson: a prize 252 00:31:58.108 --> 00:32:12.849 Jesse Wilson: with milestone. This is a really good program to use for people who want to add print materials to their list, because you can actually add that into that application into that reading program and get credit for your title. 253 00:32:14.010 --> 00:32:18.700 Jesse Wilson: When you're ready to create that program, go in, create program. 254 00:32:18.880 --> 00:32:41.260 Jesse Wilson: enter your the name of the program a description. If you want program type, the start date and the end date. If you want to send reminders out whether it's notifications in the app or little emails reminding people, hey, your program is about to expire. You can do that, and you can also set it up for specific 255 00:32:41.300 --> 00:32:44.769 Jesse Wilson: titles. I mean, excuse me, profiles here. 256 00:32:45.150 --> 00:32:57.999 Jesse Wilson: So in that profile area, if you just want it to be like summer reading program, I would click all for everybody and let them have fun, or you can say, no, I just want it for the teen and the kids. It's up to you 257 00:33:01.970 --> 00:33:07.629 Jesse Wilson: for programs on the website. Again, we saw this with the application. 258 00:33:08.590 --> 00:33:14.609 Jesse Wilson: when you log into Admin, though, you have your my programs and open programs area 259 00:33:15.660 --> 00:33:20.059 Jesse Wilson: under my programs. It's what's already been 260 00:33:20.549 --> 00:33:25.940 Jesse Wilson: assigned to you. You've already joined. And you see that information there 261 00:33:26.130 --> 00:33:33.940 Jesse Wilson: or under open programs. This is where you can go in and find new programs to add. 262 00:33:35.280 --> 00:33:41.680 Jesse Wilson: when you set up your programs again, let's say you're doing a spooky season, one for October. 263 00:33:41.860 --> 00:33:47.050 Jesse Wilson: If the program ends on November 5th because you're giving them enough time to finish up their books. 264 00:33:47.150 --> 00:33:49.469 Jesse Wilson: It turns itself off. 265 00:33:49.530 --> 00:34:12.720 Jesse Wilson: and then it doesn't delete the program from Boundless. It just turns it off to your patrons, and you can see it still in your draft programs. So you don't have to publish a program immediately, or you can go back in and republish a program that you've already done. You have that option there again, create as many programs as you want. 266 00:34:13.279 --> 00:34:20.859 Jesse Wilson: When you go in and create that program, it will stay in your draft programs until you hit publish. 267 00:34:21.050 --> 00:34:25.149 Jesse Wilson: So you can start working on it today. Finish it up next week if you need to. 268 00:34:27.050 --> 00:34:38.176 Jesse Wilson: That is all of the main huge customizations that you can do on your site. The last thing we're going to go over, though, is scoping and scoping. Is 269 00:34:38.730 --> 00:34:48.709 Jesse Wilson: something a lot of people ask about, especially nowadays when it comes to what titles you want and don't want in your collection 270 00:34:49.850 --> 00:34:51.350 Jesse Wilson: for scoping. 271 00:34:51.650 --> 00:35:01.309 Jesse Wilson: This is where you would go in and take out subjects or specific titles from your collection, that you don't want your patrons to have access to. 272 00:35:02.170 --> 00:35:05.480 Jesse Wilson: In this case you would go underneath settings 273 00:35:06.130 --> 00:35:07.640 Jesse Wilson: site scoping. 274 00:35:09.010 --> 00:35:12.920 Jesse Wilson: and it will take you here to your scoping site 275 00:35:15.040 --> 00:35:22.570 Jesse Wilson: when you 1st log in. You're not editing at that time. It's just going to give you a preview of what you have set up already 276 00:35:23.770 --> 00:35:28.990 Jesse Wilson: when you are ready to start editing, though. Do make sure that you tap on edit here. 277 00:35:29.140 --> 00:35:33.390 Jesse Wilson: and it will open up these tabs to be editable. 278 00:35:33.560 --> 00:35:36.100 Jesse Wilson: You do not have to walk through this 279 00:35:36.370 --> 00:35:43.570 Jesse Wilson: in the way that you see here. You can go between tabs and go straight to titles. If that's what you want to do. It is up to you. 280 00:35:43.640 --> 00:35:46.759 Jesse Wilson: What I'm showing you today is going to be the 281 00:35:47.040 --> 00:35:57.460 Jesse Wilson: best practice that I have found works best for people from the overarching umbrella down the funnel to specific titles. 282 00:35:59.730 --> 00:36:17.670 Jesse Wilson: So when our onboarding team gets information from your library or from a school, for example, we always start with the properties. Tabs. Here is where you can go in and scope down, based on age groups 283 00:36:17.670 --> 00:36:33.289 Jesse Wilson: and also languages, format types, purchase options for schools, especially we will go in and say, Hey, this school is a K through 8, so they only have access to things that are K through 8 appropriate for that age group. 284 00:36:33.730 --> 00:36:45.419 Jesse Wilson: Again, age groups, subjects things of that nature that comes from publisher data, not from our data. So everything that you're doing there is based on what the publisher tells us. 285 00:36:45.460 --> 00:36:47.879 Jesse Wilson: So great example of this 286 00:36:47.910 --> 00:36:49.880 Jesse Wilson: is Sarah J. Maas. 287 00:36:50.180 --> 00:36:51.959 Jesse Wilson: 3 years ago 288 00:36:52.150 --> 00:37:12.880 Jesse Wilson: her 1st books were considered YA. If that license type is a perpetual license type, and you still have that in your system, then it's going to still be considered YA. If you bought another edition of that book, and it is from today, it's probably going to be underneath the adult 289 00:37:13.110 --> 00:37:19.330 Jesse Wilson: heading instead. So just keep that in mind that publishers constantly update that data. 290 00:37:20.230 --> 00:37:24.979 Jesse Wilson: And it's based on ISBN and our Vt keys on that. 291 00:37:27.040 --> 00:37:28.679 Jesse Wilson: From properties 292 00:37:28.710 --> 00:37:49.420 Jesse Wilson: I always go to subject areas. And here's where you can go in again. That BISAC information we were talking about with list comes back into play here. You can go into those sub lists and choose if there's something you specifically don't want in your system. So, for example, if I click this little 293 00:37:49.780 --> 00:37:57.489 Jesse Wilson: area here and only show subjects currently in the library, it will show me what I have BISAC wise in the library. 294 00:37:58.660 --> 00:38:02.419 Jesse Wilson: Let's say I don't want to show anything art 295 00:38:02.500 --> 00:38:04.110 Jesse Wilson: with politics. 296 00:38:04.170 --> 00:38:06.690 Jesse Wilson: so I could click the little arrow here 297 00:38:06.730 --> 00:38:12.260 Jesse Wilson: and click into art and politics, and then add it to the excluded subject site 298 00:38:12.570 --> 00:38:18.549 Jesse Wilson: that is totally up to you. How you want to do that, so you can get those little sub areas as well. 299 00:38:19.290 --> 00:38:28.339 Jesse Wilson: If you do add something by mistake, you can always say, Nope, I actually want to move it back to the included subjects. No problem there. 300 00:38:31.350 --> 00:38:32.720 Jesse Wilson: Normally. 301 00:38:32.910 --> 00:38:56.239 Jesse Wilson: I don't go over authors and publishers just because I don't ever really see people using it. I think I've used the excluded author area. Maybe once in my 3 years of being with Baker and Taylor, it's just not used a lot. But please feel free to go in and look at that on your own time, and you can ask questions accordingly. 302 00:38:56.240 --> 00:39:12.569 Jesse Wilson: Honestly, titles is probably where most people do their scoping because they're looking for very specific items. Again, you could go in and put an ISBN title author subject all of that here, and it will give you a list. 303 00:39:12.580 --> 00:39:20.439 Jesse Wilson: If you do see this applied filters last 15 days. Just click the X, and it takes that off and shows you more titles 304 00:39:22.210 --> 00:39:25.289 Jesse Wilson: when you want to include or exclude the title. 305 00:39:25.360 --> 00:39:36.059 Jesse Wilson: hover over the book, and it will give you the option here, where it says, add to included list, or add to excluded list, and just click on one of those to add or exclude 306 00:39:37.510 --> 00:39:45.029 Jesse Wilson: underneath. Here as well, you have the Add ISBN area, just like what we saw with the list management. 307 00:39:45.290 --> 00:39:51.709 Jesse Wilson: You could go in, pull that inventory list, add up to 500 ISBNs to this 308 00:39:51.820 --> 00:39:57.960 Jesse Wilson: area click, finish, and it will automatically add those books to the scoping title area. 309 00:39:59.250 --> 00:40:00.650 Jesse Wilson: When you're done 310 00:40:00.760 --> 00:40:03.030 Jesse Wilson: you can click, confirm. 311 00:40:03.470 --> 00:40:05.009 Jesse Wilson: and it shows 312 00:40:05.020 --> 00:40:08.300 Jesse Wilson: what is on your scope titles, area. 313 00:40:09.230 --> 00:40:10.310 Jesse Wilson: And 314 00:40:10.850 --> 00:40:24.230 Jesse Wilson: here is where you can go and make your final selections. So if you are a library, that, for example, for schools, it is considered not age appropriate, and you wanted K through 8, 315 00:40:24.410 --> 00:40:29.520 Jesse Wilson: hover over the title, and it will tell you why it's being excluded. 316 00:40:29.860 --> 00:40:33.430 Jesse Wilson: So in this case this one was excluded by title. 317 00:40:33.480 --> 00:40:38.420 Jesse Wilson: But if you wanted to add that back to the included list. Just click right there and do it. 318 00:40:39.630 --> 00:40:42.839 Jesse Wilson: Some exclusions that you might see is 319 00:40:42.860 --> 00:40:54.729 Jesse Wilson: purchasing options, format languages, publishers title. The person Icon is about audience level, or the quill icon with the author. 320 00:40:54.740 --> 00:40:59.519 Jesse Wilson: And specifically so, it shows you reasoning behind what 321 00:40:59.690 --> 00:41:01.290 Jesse Wilson: the scoping is doing 322 00:41:01.480 --> 00:41:03.730 Jesse Wilson: when you're ready to click, apply. 323 00:41:03.810 --> 00:41:15.959 Jesse Wilson: and you're ready to put everything into place. Click that apply there. It will take anywhere from 30 min to overnight to scope depending on how huge of a scoping you've done. 324 00:41:16.190 --> 00:41:18.280 Jesse Wilson: Honestly. 325 00:41:19.420 --> 00:41:27.199 Jesse Wilson: most scope titles, if you do like individual titles, usually takes about an hour because we're going into the system to do that. 326 00:41:28.474 --> 00:41:37.959 Jesse Wilson: It's usually pretty quick to do. All of this actually, again, with customization. When you go into customize 327 00:41:38.490 --> 00:41:45.740 Jesse Wilson: 15 min to an hour for that update to happen. It's very instantaneous in most cases for this. 328 00:41:46.440 --> 00:41:55.740 Jesse Wilson: So at this point I'm going to go ahead and click to the next slide and bring Karen back on here. So what do you do next? 329 00:41:55.810 --> 00:41:57.869 Jesse Wilson: Practice? I love this Karen. 330 00:41:57.870 --> 00:41:58.290 Karen McElfresh: This is. 331 00:41:58.290 --> 00:41:59.090 Jesse Wilson: Great. 332 00:41:59.090 --> 00:41:59.940 Karen McElfresh: Yeah. 333 00:42:00.110 --> 00:42:07.329 Jesse Wilson: Let me just remind everybody, everything that I've shown you in all of our trainings that we've done. You can't break it. 334 00:42:07.610 --> 00:42:17.040 Jesse Wilson: and if you think you've broken it? We can fix it so don't worry about that. If you do a scoping or a featured list or something, and 335 00:42:17.180 --> 00:42:33.750 Jesse Wilson: you're like. Oh, my gosh! What did I just do? Please feel free to reach out to me. Please feel free to reach out to Karen and them, and we're happy to help you. With this I am very happy to get on a call with you, one on one, and go through your customization and do 336 00:42:34.080 --> 00:42:47.229 Jesse Wilson: real time help if I need to. That's why I'm here is to make sure we're making the most out of your experience with this. So, Karen. Anything else you want to go over before we jump into the QA. 337 00:42:47.720 --> 00:42:50.539 Karen McElfresh: Yeah, I was just gonna tell everybody that 338 00:42:50.760 --> 00:42:52.889 Karen McElfresh: you know this is the final training. 339 00:42:52.950 --> 00:43:08.070 Karen McElfresh: or before the go live date. This, you know, the 3rd of the 3 sessions. So you've completed all the sessions. If you've done this one, and from here you've got a little bit of time before the live date to practice with things, to start making lists programs, whatever you'd like to do. 340 00:43:08.360 --> 00:43:30.659 Karen McElfresh: Also, you know, you don't have to do this. Now, you know if you're feeling like this is enough like, this is a lot, you know. You can put this to the side for now and come back to it later. But everything that you saw today is optional to do. You don't have to do any of this, but I know a lot of you are really itching to get in there and start doing those lists. And I'm really excited to see what kind of things 341 00:43:30.720 --> 00:43:34.860 Karen McElfresh: people make like, what ideas people have for collection lists. 342 00:43:35.622 --> 00:43:54.990 Karen McElfresh: Again. So as we get closer, you know, we're we're really, I think we're 2 weeks away from the live date as of today. So there'll be more posts coming to the Listserv. So make sure you're watching that and reading those announcements. And and you can email ebooks@tsl.texas.gov if you 343 00:43:55.060 --> 00:43:58.759 Karen McElfresh: are not sure if you're on that list and I can check for you. 344 00:43:59.040 --> 00:44:21.538 Karen McElfresh: we will have more webinars in October. The dates have not, nothing has been posted yet. Jesse and I are still kind of finalizing what those are going to be. I think they're going to be more just kind of free form, Q&A kind of things. Or if there's anything that people want to see demonstrated again, we can do that but so I will post that to the Listserv when those are available for you to register. 345 00:44:22.404 --> 00:44:25.940 Karen McElfresh: okay, and I think that was all I had. So yeah, next. 346 00:44:26.210 --> 00:44:29.875 Karen McElfresh: you want to go to the next one, because that has our emails on it. 347 00:44:30.120 --> 00:44:31.040 Jesse Wilson: Let me 348 00:44:32.270 --> 00:44:44.410 Karen McElfresh: And you can always email me first if you're not sure who to contact you can start with me. And then, if I need to get Jesse involved, I'll send it to her. But also Jesse's information is here, too, because if you have questions about 349 00:44:44.420 --> 00:44:59.480 Karen McElfresh: like, I'm trying to set up this program and I'm stuck. You you can get to Jesse. She can help you cause. That's that's what I'm going to send you to Jesse. So but if you're never, if you're ever unsure, just email the ebooks one and I'll I'll make sure it goes to the right place 350 00:45:00.120 --> 00:45:07.819 Karen McElfresh: all right? So we've got about, I think 5 questions. So if you have other questions, please go ahead and start typing those into the Q&A box. 351 00:45:07.900 --> 00:45:14.319 Karen McElfresh: and we can start at the top with Jennifer's question. Do patrons see the description of the list? 352 00:45:14.520 --> 00:45:15.870 Jesse Wilson: Not really 353 00:45:16.440 --> 00:45:20.769 Jesse Wilson: I think that's more for you as a just sort of a 354 00:45:21.040 --> 00:45:29.460 Jesse Wilson: touch point. So you remember, if you name something really weird. You'll know what it is. People only see the title of the list really. 355 00:45:31.360 --> 00:45:31.940 Karen McElfresh: Am. 356 00:45:32.529 --> 00:45:43.419 Jesse Wilson: Can we have a list of BISAC subject headings to use? Okay, so the best way to do that is actually to pull that inventory list like what I was saying before, and 357 00:45:43.440 --> 00:46:02.620 Jesse Wilson: pull that list, and it gives all your BISACs there, and then use that excel sheet to look at what's available. There are so many BISACs that I don't have like a curated list, and they're always changing from the publisher. So I'm sorry that I don't have a better list than that. But pull the inventory list is the best thing to do. 358 00:46:02.620 --> 00:46:12.160 Karen McElfresh: Yeah, I'm gonna put it in the chat that the link to the BISAC organization. But as you, there's thousands of BISAC headings, so I don't know that it will really be all that helpful. 359 00:46:14.505 --> 00:46:33.450 Karen McElfresh: I can answer this next one from Olivia, and this kind of gets into the next 2 questions as well. So Olivia asked, are all 20,000 books available right now? Or is that still being worked on? So I believe what Olivia is referring to is that there is some content that is moving to Boundless. That has not happened yet. 360 00:46:33.610 --> 00:46:37.831 Karen McElfresh: So no, all 20,000 titles are not in Boundless. 361 00:46:38.860 --> 00:46:49.380 Karen McElfresh: right now. You've got about 14,000 titles in Boundless and there are, roughly, I think, 3,500 still to come. They will not be there until October first. 362 00:46:49.380 --> 00:47:11.450 Karen McElfresh: What is not there is the content from Biblioboard. That's moving as well as Bibliotheca. So you're not missing a ton of stuff. You're not missing the really popular authors. So if you're, if you want to make a list of that kind of stuff, you can go ahead and do that. But if you want to have the full breadth of everything, then then yeah, that will not be there until October. 363 00:47:11.894 --> 00:47:19.180 Karen McElfresh: And then the next question from Gina is, how many titles do patrons have access to through Boundless? So 364 00:47:19.450 --> 00:47:40.899 Karen McElfresh: it's a more, a little bit of a complicated answer. The the short answer is, there's about 21,000 titles total in the E-Read Texas program. It's gonna actually dip down a little bit because there are about 2,500 titles moving out of the program to EBSCO, they're going to actually become part of the TexShare program. So I believe that puts us at about 365 00:47:40.900 --> 00:48:07.059 Karen McElfresh: 18,500 as of October. We'll get back up to 20,000 eventually. It ebbs and flows as well, because titles expire out of the collection all the time. So especially now, as we've gotten into a more regular purchasing pattern. New titles come in every week, titles go out every week, so it's not a set thing. But you can kind of put your brain around. It's roughly 20,000 titles in the collection. 366 00:48:09.098 --> 00:48:16.455 Karen McElfresh: And then are all books one user reader at a time? This question comes up a lot. No, they're not 367 00:48:17.610 --> 00:48:27.630 Karen McElfresh: The majority of them, yes, are one user at a time, but we do buy multiple copies. That is something I monitor all the time. I am very mindful of your concern about patrons having to wait. 368 00:48:27.970 --> 00:48:53.449 Karen McElfresh: We're we're on top of it. So there are times people are gonna have to wait like there's just never going to be a way we can have everything available all the time. As many of you know, books, ebooks, and audiobooks are very expensive. So we have the same limitations that that you have, but I try to keep the holds to roughly 5 to 6 holds per copy. That's kind of where I start looking at buying additional copies. 369 00:48:53.530 --> 00:48:58.410 Karen McElfresh: Sometimes it has to be a little bit higher, just because some things just get so popular 370 00:48:58.560 --> 00:49:12.049 Karen McElfresh: and eventually that interest it dies down. It's just like everybody wants to read everything at the same time. And then then it kind of goes down. So I just have to balance that. But I'm definitely trying to make sure that the wait lists are not 371 00:49:12.190 --> 00:49:21.380 Karen McElfresh: just crazy long, you know. Like I said, it's about 5 to 6 holds per copy, maybe 7, 8 for a really popular book, but that's about where we are. 372 00:49:23.207 --> 00:49:32.689 Karen McElfresh: Sherry is asking, will I continue to send a list of the new titles? I think so, at least for right now I'm gonna still send the title. I post the title list. 373 00:49:33.038 --> 00:49:49.291 Karen McElfresh: If you're not aware I post the new titles. I'm gonna put the link in the chat to the collection part of the website. When we have new titles, I put a spreadsheet there, and then there's also inventory reports that I post there. I plan to keep doing that 374 00:49:49.830 --> 00:50:02.159 Karen McElfresh: for the foreseeable future. I might stop at some point, just because now you have access to run more of these types of things yourself. But the new titles I will probably continue to do, because it's probably it's easier for me to just 375 00:50:02.240 --> 00:50:07.330 Karen McElfresh: do that. Tell you what they are, and then you can quickly pull those ISBNs 376 00:50:07.350 --> 00:50:19.786 Karen McElfresh: If you want to do a list or something. You know, you've got that really easily available. But the inventory report. I may not continue to post that just because now you can do it on your own whenever you want. 377 00:50:20.930 --> 00:50:25.519 Jesse Wilson: And Karen, just to add on to that a little bit about the list of new titles. 378 00:50:26.830 --> 00:50:27.960 Jesse Wilson: again. 379 00:50:28.380 --> 00:50:34.589 Jesse Wilson: I always suggest running an inventory report before you do huge customizations. 380 00:50:35.460 --> 00:50:40.060 Jesse Wilson: I, personally like running inventory reports once a quarter at least. 381 00:50:40.170 --> 00:50:42.260 Jesse Wilson: just to have that on hand. 382 00:50:43.500 --> 00:50:51.099 Jesse Wilson: But yeah, that's in there, and if you look at the training ahead of this one it tells you how to do that. 383 00:50:54.390 --> 00:50:58.589 Jesse Wilson: I might be able to help out a little bit with Gina's about the wait times. 384 00:50:59.322 --> 00:51:01.400 Jesse Wilson: Shameless plug! Here 385 00:51:01.430 --> 00:51:14.329 Jesse Wilson: you are not required to purchase materials for your TSLAC collection in Boundless. But if you want to, you do have the option of creating what we call an Unbound account. 386 00:51:14.330 --> 00:51:41.959 Jesse Wilson: so that if you do have a situation like what Gina like, what you're talking about of, hey? There's a huge wait time. You can buy titles individually for your library that no one else will see in the consortium but you but you, if that is something that you're interested in, Baker and Taylor is extending out a 5% discount to all TSLAC members, and you do not have to pay a platform fee for that, either. 387 00:51:42.422 --> 00:51:59.560 Jesse Wilson: If you're interested in that. Please feel free to contact me using the email address on your screen. And I can get you more information and connected with someone to help with that again not required, but it might help with those holds that you have a huge hold 388 00:51:59.680 --> 00:52:02.160 Jesse Wilson: situation with again. 389 00:52:02.695 --> 00:52:08.230 Jesse Wilson: Pull that holds list. Look at that inventory we can definitely discuss if you have questions. 390 00:52:10.748 --> 00:52:15.130 Jesse Wilson: Are the titles that are available for Kindle users. Yes. 391 00:52:15.160 --> 00:52:29.210 Jesse Wilson: yes. Anyone who can download an application can use Boundless excluding Paperwhite. I hate that. I have to keep saying, excluding Paperwhite, because everyone loves Paperwhite still but if you can download an app. 392 00:52:29.260 --> 00:52:34.190 Jesse Wilson: you can get Boundless. It does work on Kindle fires very well. 393 00:52:34.190 --> 00:52:39.879 Karen McElfresh: And it's not for crystal. It's not based on the book specific book. 394 00:52:39.880 --> 00:52:40.330 Jesse Wilson: Okay. 395 00:52:40.330 --> 00:52:56.989 Karen McElfresh: It's anything you know. Like, if they can get the app on, you know, Kindle Fire, basically is the one that's compatible. They have access to the same collection that everybody else has. There's no like book by book kind of restriction, but the old Kindles, the Paperwhites, unfortunately, are not compatible. 396 00:52:59.420 --> 00:53:06.740 Jesse Wilson: Sherry. This is actually a really good question. What is the advantage of running an inventory list once a quarter? Well. 397 00:53:06.840 --> 00:53:25.170 Jesse Wilson: I like doing it because it gives me an updated information on what I have on hand. I would even go so far as to do it once a month. If I am doing customization specifically, because if something has expired on the tie on that list. 398 00:53:25.200 --> 00:53:45.729 Jesse Wilson: that new inventory list will give you better data. So when you're pulling that list and doing your customized list, you you can go in and see if there's new BISACs that might show up. It might change what titles are available underneath that BISAC heading. If there's a change in ISBN that might have happened, or 399 00:53:45.730 --> 00:53:59.610 Jesse Wilson: more titles that showed up with different ISBN that has changed, like Sarah J. Maas, I think, is still a great example of that, that her books from 3 years ago have a different ISBN than the books that are being released now. 400 00:53:59.820 --> 00:54:05.989 Jesse Wilson: So that gives you that in that updated information for you to use for your customization. 401 00:54:06.620 --> 00:54:19.930 Karen McElfresh: Yeah, and titles expire. Like I said, out of the collection. So if you're using an old inventory report, it's possible we don't have those books anymore. So and you also would be missing all the new stuff that we've added. So once a quarter. 402 00:54:20.690 --> 00:54:32.050 Karen McElfresh: you know I would. You like Jesse said anytime, I would do it anytime you're gonna do a list like before you do a project with the collection. Don't use an old report. Always pull a new one. 403 00:54:33.141 --> 00:54:42.329 Karen McElfresh: Cause. It's really I I mean, I post them on the website, the you know, when I was talking about that, I mentioned I post them on the website. But I only post one usually once a month. 404 00:54:42.340 --> 00:54:52.240 Karen McElfresh: because it's just so much to post it every time something changes, because really it's I would say, at least once a week is how often things change. So 405 00:54:55.680 --> 00:54:59.059 Karen McElfresh: all right, I think we've gotten all the questions. 406 00:54:59.250 --> 00:55:26.500 Karen McElfresh: and we're just just coming to the hour, so I think we'll call it here. I will post the recording of this session sometime in the next few days. It actually might not be today's session. It might be one of the other times we offer this series, but it will be the same content, and I will also post answers to all of the questions. If you have anything else that you think of, you know how to get a hold of me and Jesse. So please 407 00:55:26.500 --> 00:55:35.069 Karen McElfresh: send your questions in, and good luck with everything for launching. So just yeah, just let us know if you need anything. 408 00:55:35.190 --> 00:55:37.900 Karen McElfresh: And thank you for attending. 409 00:55:38.940 --> 00:55:43.450 Jesse Wilson: Thank you, everybody. It's been great working with you. I'm here. If you need anything. Yeah. 410 00:55:43.860 --> 00:55:45.340 Karen McElfresh: Thanks. Bye, everybody.