Audio Transcript
Boundless Basic Admin Training
September, 4 2024

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Karen McElfresh: Alright. Hello, everybody, and welcome to our next Boundless training. Webinar. This is Session 2, which is the Basic Admin functions.

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Karen McElfresh: So I am Karen McElfresh. I am the E-Read Texas program manager at the Texas State Library, and with me again is Jesse Wilson from Baker and Taylor, and just like we did in session one, Jesse is going to be taking you through the training. I just have a couple pieces of business here at the top. So one more time here is the link for those slides.

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Karen McElfresh: Can you go to the next slide, Jesse?

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Karen McElfresh: Okay. So also in zoom, the captions feature is on. So if you want to enable the captions, it's at the bottom of the screen in that black bar where it says Show captions, and the 2 CC's icon. You can enable those, and then also we will still use the QA. Panel for questions. So just like we did in session one. If there's anything you have a question that you'd like Jesse or I to respond to, you can put it in that QA Panel box

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Karen McElfresh: and then the chat can just be for kind of informal things. I'll be putting links in there. But for questions, please use the QA. Panel, and we're also going to hold the questions till the end. Of the session.

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Karen McElfresh: Okay, next slide, Jesse. Again. Here's that link for the training or for the training page, but it also does have the slide download link on there as well. This also has the recordings for session one. If you did this session one? Or you just want to go back and take another look at that. Everything is on that training page. So

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Karen McElfresh: okay, next slide.

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Karen McElfresh: So today, Jesse is, we're going to talk about the basic admin functions. This is the back end side of Boundless, the administrative functions where you can do quite a bit of things. We have 2 sessions overall on the Admin function. This is the basic stuff. So we're going to talk about the onboarding email that you're going to be receiving next week?

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Karen McElfresh: So just to preface this session, you do not have a login for the Admin portal yet. It is coming soon next week between the 11th and the 16th is when you should see that email.

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Karen McElfresh: So for today's session, you do not need to log into anything you're just going to follow along with Jesse.

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Karen McElfresh: so she will show you a little more about that onboarding email. Also settings for the Admin Portal. Also reports. So that'll probably be the majority of the time is on the various types of reports that you can pull. And then, like, I said, we'll do questions at the end.

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Karen McElfresh: So with that Jesse over to you, I think.

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Jesse Wilson: Okay, thank you so much. So Hello, everybody again. I am Jesse Wilson. I work with Baker and Taylor as your digital customer success manager. I am the one that people come to when they have questions or need anything.

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Jesse Wilson: I am here to help out.

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Jesse Wilson: So today we are actually going to be looking like, Karen said at the back end of Boundless

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Jesse Wilson: I'm not going to go live and Boundless for this, because when I go into Boundless admin. My admin looks a little bit different than what your admin is going to look like. And that's just because I have extra features that happen on the back end so that I can help you out. So we are just going to stick to the slides today. But everything that I'm showing you has been pulled from admin so that you can see what it would look like.

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Jesse Wilson: Again.

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Jesse Wilson: Starting off.

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Jesse Wilson: Boundless administration is where you go to basically control everything, to deal with your Boundless application and your website. So here's where you go to get your information for stats. Where you customize, which is what we're going to talk about in the next series of trainings. The advanced series will be on customization. Like, we said today, we are just going to focus on some of the basics here.

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Jesse Wilson: So

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Jesse Wilson: when you get signed up for Boundless, and, as Karen mentioned, starting September 11th between then and the 16th you're going to receive an email from our onboarding team, and the onboarding team is going to be sending it to you from onboardingservices@baker-taylor.com. So that's a email that you're gonna want to put into

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Jesse Wilson: your email to make sure that it doesn't go into the spam filter.

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Jesse Wilson: So just be aware of that. And the email that they send you is going to look something like this.

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Jesse Wilson: So

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Jesse Wilson: for you, our normal

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Jesse Wilson: sample that I have up here. It gives you a basic rundown of

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Jesse Wilson: what you're getting, who we are and also your

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Jesse Wilson: Boundless information. Specifically. So, going through this email, you'll notice that

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Jesse Wilson: here is the Boundless site, URL,

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Jesse Wilson: and this is the URL that you can give to your it department to link on your websites

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Jesse Wilson: and then also how to get to your admin area here.

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Jesse Wilson: And the fun thing about that is, if you ever forget how to get to admin all it is is your regular URL with ADMIN, at the end.

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Jesse Wilson: It gives you your username and password credentials. Most of your Admin usernames are going to be, whatever your

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Jesse Wilson: URL prefixes here. So like ABC, 1, 2, 3, with admin at the end. And one of the things we're going to talk about is setting up your own admin to log in. I always tell people when I'm doing training save this email, this username and this password.

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Jesse Wilson: Use it as your default, that away don't change it, don't update it. Keep it on hand as

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Jesse Wilson: a way for people to use it. If there's an emergency. If their staff changes that away, you have that default there.

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Jesse Wilson: You get to learn about your other information, such as who I am, who you would come to Boundless support information as well as some resources.

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Jesse Wilson: A couple of things that is on this email that you're seeing here, that you will not have to worry about unless you have an unbound account, as we call it. Unless you're ordering for your library specifically with Boundless, you will not get an ordering number. You're just going to get

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Jesse Wilson: the basic information. So your Admin login urls and some support information there.

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Jesse Wilson: So when you get into admin using your URL. The 1st thing you're going to want to do is make sure everything works the way that it needs to

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Jesse Wilson: for your

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Jesse Wilson: log in.

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Jesse Wilson: I cannot tell you how many times I've done this, and I always cut and paste

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Jesse Wilson: my username and password when I use the onboarding. So when I get a new onboarding for an account I go in. Make sure it works.

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Jesse Wilson: If you cut and paste, please make sure there's no spaces in the beginning of your username or password, because for the password it will consider it a character, and you won't be able to get in. So please just be aware of that. But use the credentials that you get from.

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Jesse Wilson: Your onboarding email.

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Jesse Wilson: Once you get in to

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Jesse Wilson: your site, this is what's going to greet you for the most part.

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Jesse Wilson: And this is where I said note, depending on your setup, you might have different things on here, but this is the basic layout for most everybody. You're going to have a library settings, notifications, patron management.

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Jesse Wilson: Admin user management, manage hold queues and list management access

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Jesse Wilson: for library settings. This is where you would go to see

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Jesse Wilson: your

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Jesse Wilson: basic setup. There. You're never really going to use that for the most part. The 2 areas that are highlighted, the Admin user management and list management. Those are going to be the ones you're going to use. The most and list management is what we're going to cover in the customization training next time.

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Jesse Wilson: So under settings, this is where you can go in and find out what your basic library setup is. So if you ever have a question about how many holds you get checkout limit? All of that. You do see that information in this section. And I just wanted to point out, this is actually what you're going to see when you go into your site. This is your checkout and hold limits information for TSLAC.

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Jesse Wilson: So, for example, because you're in a consortia you don't update anything. This is all the same for everybody. So you have a checkout limit of 20, a hold limit of 10.

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Jesse Wilson: The whole period is

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Jesse Wilson: 3 days, minimum lending period 21 days maximum, 21 days. Default is 21 days and there are no renewals at this time.

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Jesse Wilson: So just to keep that in mind, this is how your parameters are going to be set up.

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Jesse Wilson: You don't have to make any changes

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Jesse Wilson: is already there.

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Jesse Wilson: The area that you're really going to want to know more about, though, is your admin user management. Like, I said, when you get that onboarding email, hold on to that information as a backup plan for emergencies. Staff changes. All of that.

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Jesse Wilson: I highly suggest that whoever is going to be working in admin the most, go in and set up your own Admin user management account.

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Jesse Wilson: So

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Jesse Wilson: what they can do is go in

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Jesse Wilson: and tap on admin user management. It will bring you to a screen where you go in and say, add someone to it.

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Jesse Wilson: little PIN icon there

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Jesse Wilson: and then

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Jesse Wilson: you would fill out this information. You don't have to fill out everything. It is going to require you to do a username, a password and an email address.

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Jesse Wilson: So again, if you cut and paste your email address in sometimes it could be a little weird about that. You might have to type everything out

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Jesse Wilson: for permissions. You can go in and set up permissions. 100% click every single box if you want.

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Jesse Wilson: that is up to you.

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Jesse Wilson: I will tell you that I have had libraries in the past, that someone only needed access to reports. So they went in and set up their admin user information and only got

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Jesse Wilson: the reports. So you can dictate who gets access to what in here?

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Jesse Wilson: that once that is done. You can now

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Jesse Wilson: turn around and use that admin

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Jesse Wilson: anytime you want.

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Jesse Wilson: and I'll go ahead and answer this question that came up. You can have as many admin accounts as you want. So if you have 5 people working in Boundless admin, each one of them can set up their own admin account.

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Jesse Wilson: and I highly suggest that just because one security purposes 2, it just makes life easier

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Jesse Wilson: for everybody.

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Jesse Wilson: That way. You know what you're putting in there. And we're good.

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Jesse Wilson: Once you have that done, you sign in using that information and go about working within the Admin area.

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Jesse Wilson: One thing to pay attention to when you are setting up your password. I just want to point out it needs to be at least 8 characters in length needs to have at least one uppercase letter, one lower case letter and one number.

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Jesse Wilson: So just be aware of that.

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Jesse Wilson: The big area where you're going to see a lot more activity is going to be with reports.

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Jesse Wilson: And on your home screen you're going to see that there are 2 styles of reports that we're going to go over today. One is called interactive dashboards, and the other one is just reports, or what I usually call legacy reports.

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Jesse Wilson: The biggest difference between the 2

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Jesse Wilson: is with interactive dashboard reports as we're going to see. I'll call them the purty reports, because they have a lot of graphs and images that go along with it. Whereas the legacy reports

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Jesse Wilson: what you see here. That's just reports or reports. Tab, that's going to be mainly spreadsheet data.

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Jesse Wilson: So it just depends on what you want.

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Jesse Wilson: Personally, I work with the spreadsheets more than I do with the interactive dashboards. Again, it just depends on what your purposes are and what you're looking for.

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Jesse Wilson: So we're going to start with the interactive dashboards.

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Jesse Wilson: And there are 3 different areas that you can click into

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Jesse Wilson: inventory reports, circulation reports and user reports.

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Jesse Wilson: We're going to start off with the inventory dashboard reports. So with the inventory report, when you click into that, you're going to see all of these options. So you have take your time. When you get your onboarding information, go in and click through each one of these, but the main dashboard that you're going to look for is this inventory dashboard here? And it will actually allow you to click through all of the other

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Jesse Wilson: areas here

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Jesse Wilson: for inventory dashboard. When you go in. It's going to give you this basic information. Now let me be clear. When you click on this. It's going to show your library data.

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Jesse Wilson: In this case it is showing E-Read Texas, TSLAC's information because it is the whole consortia.

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Jesse Wilson: If you are someone who has

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Jesse Wilson: extra materials in this

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Jesse Wilson: collection. It's going to show you those numbers as well. So don't panic. If you see 14,000 titles versus someone who might have

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Jesse Wilson: an unbound account of with extra materials in there you might have 17,000 titles. So just be aware of that.

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Jesse Wilson: You can go in and customize what you're looking for. So here it shows you your titles.

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Jesse Wilson: how they break down with ebooks and audios, shows you your bisex subject areas. We're going to talk a lot about bisects and the customization training.

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Jesse Wilson: It shows you your titles by audience

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Jesse Wilson: and also a little bit of a removed title. Now, I pulled this yesterday. So this is updated information as of yesterday. It will change, of course, as Karen and her team changes

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Jesse Wilson: what comes in and what goes out.

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Jesse Wilson: you can also change it to where you can look at different dates. So, for example, if you are someone who needs to have a report, for how many titles did you have for the year between January 1st and December 31st you could go in and change the dates up here.

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Jesse Wilson: Let me go back one more time. And if you ever have questions and want to like, go in and click on each of these little

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Jesse Wilson: areas, it will take you to that full report like what we saw back here with these.

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Jesse Wilson: So you have some options there as well

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Jesse Wilson: under user reports. Not a lot of people use user reports. But this is something that you might be using in order to give again yearly data reports here. You have new users, total users.

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Jesse Wilson: and the user dashboard again. That's the overarching dashboard that you see here.

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Jesse Wilson: as of right now for year 2024. This is showing all of the user data for TSLAC

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Jesse Wilson: underneath this you could click on the various graphs and download or export these as

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Jesse Wilson: Pngs Jpegs. Also as excel data from here.

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Jesse Wilson: down at the bottom.

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Jesse Wilson: you have your landing screen.

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Jesse Wilson: User dashboard, new users, total users all of that. You can click through there and see the various report options as well to sort of go down into the reports even more.

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Jesse Wilson: Please note, though, what you see on the screen is what you get. We do not give out

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Jesse Wilson: specific user data. So, for example,

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Jesse Wilson: there might be 7,000 users that are happening over the course of the year so far.

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Jesse Wilson: but I don't have access to each individual number.

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Jesse Wilson: Of logins, like what logins were used because we do not

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Jesse Wilson: hold on to that data on the front end.

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Jesse Wilson: The next report that you're going to be interested in is the circulation report. And honestly, this is the one that gets used the most.

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Jesse Wilson: So with circulation reports

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Jesse Wilson: again.

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Jesse Wilson: circulation dashboard is going to be the place that you're going to want to go another area that you're going to be interested in. But we're going to talk more about in a few is the hold list area.

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Jesse Wilson: But circulations dashboard again.

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Jesse Wilson: Here's the overarching view. When you log in to your Boundless admin site. This is going to show circulations just for your library. So using your admin information, this will show

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Jesse Wilson: library. ABC has 15 circulations in the past month, for example.

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Jesse Wilson: so it will not show everything for

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Jesse Wilson: all of the organization just you.

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Jesse Wilson: And this is very helpful for your reports so you can go in again and see your total circulations. Active holds, also by audience level, which is really nice breakdown for a lot of people.

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Jesse Wilson: again, you can go up here to the top right and change your customization.

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Jesse Wilson: When you are doing this, I highly suggest customizing your dates before you try to dive deeper into everything just because that means you're getting the data that you want for that time period.

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Jesse Wilson: With these dashboards couple of things to pay attention to

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Jesse Wilson: one.

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Jesse Wilson: You can customize dates as far back as 2020.

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Jesse Wilson: Don't worry about that. Y'all are starting off fresh here in October.

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Jesse Wilson: when you click on the circulation date area it will pop up an option with

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Jesse Wilson: January like 2020. Click on that and go to 2024, or you can type in the date there.

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Jesse Wilson: Secondly, all these areas that you're seeing here if you click on the graph or on the data here, it will either take you to another report, or it will dive into that data even more.

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Jesse Wilson: This is really useful, especially with the bisects like the top 10 circulations here, you can export this out and use it for your data report or for customization purposes, as we're going to see next time.

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Jesse Wilson: The other thing to realize is that the interactive dashboard reports overall get updated once a day.

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Jesse Wilson: It is not real time data. So this gets updated at like 2 am. Every day.

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Jesse Wilson: So just be aware of that.

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Jesse Wilson: As I mentioned before, another thing that you can do with the interactive dashboards is, go in and get your holds list.

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Jesse Wilson: The holds list would be for your library in particular. And it just basically tells you what you see on the list here. So it shows you

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Jesse Wilson: how many holds are available. The Isbn, title.

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Jesse Wilson: and you can go down through and see subjects. All of that is on here.

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Jesse Wilson: You will not have to worry too much about the hold ratio. Most people use that for purchasing, so that they make sure there's enough in the system.

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Jesse Wilson: Don't worry about hold ratio. You I would focus mainly on the active holds here.

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Jesse Wilson: You will see that this is a little different in a minute when we go to our legacy reports. So

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Jesse Wilson: it just depends on what you want in your report.

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Jesse Wilson: So I keep saying legacy reports, and here we are.

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Jesse Wilson: So with these reports. When you click on that report tab that was in the top right of the screen or on the reports area in the main

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Jesse Wilson: menu of your admin area.

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Jesse Wilson: This is where it's going to take you.

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Jesse Wilson: and there are a ton of wonderful reports that we have on hand for you that you can click through and peruse. I am only going to focus on a few today, and I'll explain a little bit more about the other ones in just a moment.

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Jesse Wilson: The legacy reports are real time reports.

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Jesse Wilson: So when you pull this data, it is as up to date as

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Jesse Wilson: a few minutes ago.

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Jesse Wilson: In this case the ones that I see used the most are the inventory list reports

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Jesse Wilson: the hold report and the circulation list reports.

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Jesse Wilson: When you click into these

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Jesse Wilson: like, for example, the inventory list report. This is probably the most used report that I see. Because one it tells you what is in your entire collection.

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Jesse Wilson: Two, it is a great thing to pull when you get access to your admin, and have that as an excel spreadsheet in order to help with customization. And, in fact, we will discuss this more as we go through the customization training

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Jesse Wilson: for your inventory report.

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Jesse Wilson: You would go in and click on inventory list report, and then you could go in and actually

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Jesse Wilson: narrow things down even more

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Jesse Wilson: so you could do by subjects, audience, purchase dates, formats, languages, all of that is on there.

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Jesse Wilson: as you see here.

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Jesse Wilson: So again, this is an Excel style spreadsheet that you have laid out for you.

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Jesse Wilson: It will be

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Jesse Wilson: based on your library specifically. So when I go in and do an inventory report, I actually have the option to choose various libraries like, I said, mine's a little bit different. But when you log into your admin it will be based on your particular library. So instead of seeing Brocksville Public Library, you will see

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Jesse Wilson: your ABC. Library, whatever the library name is.

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Jesse Wilson: so you can go in here and choose the subject area. So all those Bisacs that we've been talking about. That we're going to come back to as well. You can go in and say, you know what I just want to see

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Jesse Wilson: everything. We have juvenile fiction, comics and graphic novels. Boom! You could pull that up like that.

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Jesse Wilson: You could go in and say, I only want to see what we've gotten between January 1st of this year to now

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Jesse Wilson: and change that up. However you like.

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Jesse Wilson: If you're looking for a specific title, author information like that. You can also use the search box here and go through and find that information

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Jesse Wilson: when you're ready to export this data.

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Jesse Wilson: click on the disk yet the 3.5 floppy here.

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Jesse Wilson: and you have a couple of choices.

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Jesse Wilson: I always choose excel when I do this, just to have an Excel workbook, but it's up to you for how you like to receive your data.

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Jesse Wilson: When this gets exported.

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Jesse Wilson: It's going to look something like this

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Jesse Wilson: in your

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Jesse Wilson: excel sheet.

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Jesse Wilson: So you have your library name, BISAC, subject breakdown. Which is very, very useful for you.

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Jesse Wilson: Isbn title, author publication, date, publisher, audience level.

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Jesse Wilson: The date that it's added

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Jesse Wilson: format.

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Jesse Wilson: And then it goes into just basic data like, how many is on hand? How many is being ordered? Member quantity means, how many do you specifically have? And it will

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Jesse Wilson: always match with the total quantity? More than likely, unless you have extra copies on hand. Parent quantity. You don't have to worry about that.

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Jesse Wilson: Total checkout. So this gives you that checkout data that you've been looking for.

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Jesse Wilson: Holds. All of that is going to be available in this

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Jesse Wilson: report.

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Jesse Wilson: So

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Jesse Wilson: when you are looking at reports and I have a couple more that I'll show you.

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Jesse Wilson: The most used. Report

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Jesse Wilson: is the inventory list report

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Jesse Wilson: circulation list, report, hold report.

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Jesse Wilson: Then, getting down into a couple of others that I've seen people use a lot active checkout report. This is one where you can see what is actively being checked out at this time.

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Jesse Wilson: Your top 10 circulating subjects.

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Jesse Wilson: which is very useful if you're doing customization also. It's really useful for marketing in your library, as we're going to talk about.

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Jesse Wilson: You have new users by month and total users by month. So you have that wonderful breakdown as well. So if you notice a lot of what we discussed with the interactive dashboard reports, you're also going to see here.

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Jesse Wilson: This gives you just a basic rundown of the other reports that are available as well, and Karen has these on the slides

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Jesse Wilson: for you to review.

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Jesse Wilson: So I'm going to go back real quick

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Jesse Wilson: for the circulation list report that we discussed again.

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Jesse Wilson: It's going to look pretty much like the inventory list. Report. Your hold reports again. Will look a lot like the inventory list reports. So they're all going to sort of be the same excel format.

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Jesse Wilson: You won't have to worry about

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Jesse Wilson: seeing something majorly different there.

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Jesse Wilson: So for some just sort of wrap everything up. I know that's a lot of information that I threw at you about the reports alone and about sort of the admin setup, and we'll go through the

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Jesse Wilson: The questions in just a moment. But I just want to point out that we do have some great support sites for you

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Jesse Wilson: built in to the Admin area. So 1st things first.st

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Jesse Wilson: If you ever have questions or you need support with admin.

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Jesse Wilson: We have the TSLAC, direct support information here.

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Jesse Wilson: and there's going to be a support request form as well that you're going to fill out.

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Jesse Wilson: We also have built into the Admin a couple of support areas here. So we have the support form here. That's just a generic form. Oops. Let me go back. Also, we have a help area. The help area is fantastic because it actually has full descriptions, full walkthroughs of everything that I talked about. So you can actually go to this site here.

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Jesse Wilson: and it will show

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Jesse Wilson: this right here.

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Jesse Wilson: And so now you can go in and learn all about reports management. All of that is available to you through that link

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Jesse Wilson: right here.

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Jesse Wilson: and I use that a lot myself when I'm giving emails or helping people out. And of course you always have access to me. Your digital customer success manager. If you ever have questions and you have access to the TSLAC team?

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Jesse Wilson: So at this point.

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Jesse Wilson: Karen, if you want to pick up from here.

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Karen McElfresh: Sure. And I also just wanna mention you know some of this looking at it in this way. Maybe you're like, I don't really understand. You do have the slides as a reference point, and once you have your login

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Karen McElfresh: I would recommend going in and just playing around with stuff. You can't break anything. You can't mess anything up like all of anything that is set is already set by me and Jesse, you know so. And you're not allowed to change it. So, as far as reports go, just start running different things and see what see what it does. And I think that'll be a good way to learn more about this

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Karen McElfresh: also, since we're talking about it. And Samantha asked this question. So I'm going to go ahead and answer it. So Samantha's question is currently with SimplyE, we're emailed monthly reports from TSLAC. With Boundless will we be responsible for running these reports? Or will they be?

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Karen McElfresh: This is available on demand. But I think you meant, will they be sent to you? You can log into the Admin portal and run any report you want at any time on your own. But we will be emailing you a report as well. I'm still working with Baker and Taylor on the details for that.

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Karen McElfresh: But you will get your essential information, your checkouts, and holds at a minimum.

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Karen McElfresh: What we wanted to do today is to show you all of the reports that are available to you, and also just make you aware you have access to these things. Maybe there's information that you didn't even know you could get. And now, you know, like, oh, I could do this myself. But those essential data points, checkouts and holds will be emailed to you on a monthly basis, just like they are. Now.

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Karen McElfresh: okay. So let me point out a couple of things, and then we'll get to the rest of the questions, and you can keep typing in

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Karen McElfresh: questions as you

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Karen McElfresh: as you think of them. As I get through this. So I'm not going to go through everything here. I just wanted to remind you about the promotion and marketing materials. I went over this in session one. So I'm just going to put that link back in the chat. Take a look at this page to see all the promotional materials that are available. I added a social media graphic that you can use. If you want to put something on your Facebook page about the change from SimplyE to Boundless.

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Karen McElfresh: There's also those flyers that I mentioned. You can go ahead and click through Jesse.

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Karen McElfresh: So that's the front of the flyer and then click again. It's the back, so to help with the transition. If you want to use that, that's on the website, and you can just print that to regular size paper.

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Karen McElfresh: And then next is the Baker and Taylor.

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Karen McElfresh: marketing page.

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Karen McElfresh: Get that link for you.

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Karen McElfresh: And again the slides are available with all of these links. But I would recommend looking at this one when you have some time just to see what is available on this page, and you're welcome to use the TSLAC stuff. The baker and Taylor stuff. Both make your own whatever you'd like to do.

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Karen McElfresh: Okay? And then next slide.

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Karen McElfresh: So next steps, as we said the next week, between the September 11th and the 16th, you will get your onboarding email from Baker and Taylor. It will be sent to whoever is the primary contact. So in the forms that you filled out to set up Boundless. We asked you for a contact. So whoever that is, that's who's going to get the email.

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Karen McElfresh: so it may not be you, but it might be someone else at your library. So if we get to the 17th and you're like I didn't get anything. Check with your coworkers. If there's someone else who might have been the one to sign up for everything, ask them.

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Karen McElfresh: And then, if you don't see it, you can email the ebooks@tsl.texas.gov email. It's in the middle of the screen and we'll look at. We'll chase it down for you. Also maybe check your junk and your spam.

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Karen McElfresh: but hopefully you'll get it without any problems. And then once you get it, make sure you save that email somewhere. Special. Print it, whatever you want to do because it does have a lot of important information in it for you

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Karen McElfresh: again. The Listserv is going to be your main. Oh, can you go back? One sec.

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Jesse Wilson: Sorry.

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Karen McElfresh: That's okay. The listserv is going to be the main place. I post updates as we get closer to the live date, we're under 30 days. So so there might be a lot more activity on that Listserv.

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Karen McElfresh: And if you're not sure if you're on it, you can email me, and I will. I will check, and then the pop up announcements, and SimplyE will start showing up on Monday, September 9th and they will continue throughout the month, and it's just a little message to tell your patrons like, Hey, something. Things are changing. Check with your library for details.

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Karen McElfresh: and kind of advises them

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Karen McElfresh: to wrap up checkouts if they can, just because, again, checkouts are not going to transfer over from SimplyE to Boundless but but SimplyE will stay up so that people can finish their books if they need to. So and if anybody has questions about that, I can get into more more details. You can just put something in the in the Q. And A, and I'll explain more if you would like me to. Okay next slide.

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Karen McElfresh: And then we have the advanced admin training session is starting September 19th or sorry, the 17th the 19th or the 20th

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Karen McElfresh: and this is going to cover a whole bunch more admin stuff that we didn't show you today. But this is customization. So this will go over ways to

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Karen McElfresh: tailor the collection. If you want to have special, you know, and SimplyE terminology we call them lanes. So when you log in like, if you want to have a feature on Halloween books or Christmas books.

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Karen McElfresh: You can learn how to do that in session 3. We will also talk about

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Karen McElfresh: programs. A lot of you had some interest in programs that we showed in session one. So in Session 3, we will explain how to set those up.

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Karen McElfresh: So all of the training information is on the training web page, and there's that link for you. So this will have the sign up links for the remaining sessions as well as the recordings. Once those are posted for sessions 2 and 3. And again, if you missed Session one, I would highly encourage you to go back and watch that recording, and it is on that training page as well.

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Karen McElfresh: Okay. Next slide. I think it's just questions.

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Karen McElfresh: yes, okay. So we will leave this here and let's start with the questions.

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Jesse Wilson: Hey? So would Staff need to have access to access patron student management. No, actually, I'm gonna go ahead. And actually.

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Jesse Wilson: I'm gonna keep that up there. Actually. No, you really don't need to have access to that. Honestly, when you go into the patron and student management.

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Jesse Wilson: All that does is just show you some of the patrons that are in there. You might be able to see some of the holds that they have or something like that. Honestly, most people don't use that.

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Jesse Wilson: On the basic library level. If there's an issue with the patron, we highly suggest that you send it to support so that they can

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Jesse Wilson: help that patron out like what we discussed in the app training, using that feedback area or using the support form that you're going to have on your TSLAC page there?

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Jesse Wilson: If they are not finished with the book, how long do they have to wait to check it out again if they did not finish.

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Karen McElfresh: I think it's just a few seconds right? Once the book checks in, and then as long as the book is not on hold. If the book is on, hold your patron will not be able to recheck it out. The other thing I wanted to say about this one is right now. So when Jesse showed you it said, Renewals no, once we go live in October, I'm gonna change that, and I will enable renewals so that option will be there again as long as the book is not on. Hold.

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Karen McElfresh: It's not on right now, just because we're still dealing with SimplyE. And I don't think that is a compatible setting with SimplyE, so. But I will flip that switch in October.

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Karen McElfresh: And then I'll answer the next one here from Alicia.

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Karen McElfresh: Will Cloud Library and Libby titles be available through Boundless? No, they will not be available through Boundless. The only thing you'll see in. Boundless is the content from the E-Read Texas collection.

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Karen McElfresh: unless you choose to add your own, which gets into the next 2 questions

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Karen McElfresh: from Heidi about how many libraries are part of the consortium. It is going to be 190 that are going live on Boundless, and then we will probably add more. After that we were at 210 with SimplyE, we're going down a little bit.

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Karen McElfresh: but so roughly 200 I should just say it that way. And then are we able to purchase titles to add, you can. I want to make sure everyone's clear. It's completely optional. You do not have to pay for anything with this program unless you want to. So if you have an interest in buying titles.

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Karen McElfresh: you can do that, but they would only be for your library. So you there's not an option for you to add titles to the consortium.

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Karen McElfresh: Maybe someday. But right now no so it would just be like. That's what Jesse was referring to as the Unbound account. If you have Overdrive, it's the same thing as an Advantage account with Overdrive, so you can open your own account, and you can purchase titles for your specific library. That would only be available to your patrons, and they would see them inbound list alongside everything from the E-Read Texas

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Karen McElfresh: shared collection.

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Karen McElfresh: The other nice things here is, if you do that, there's no platform fee. So you're covered for your platform fee as with your membership in E-Read Texas, and then you also get it's a 5% discount, right, Jesse?

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Jesse Wilson: Yep.

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Karen McElfresh: You get a 5% discount on content.

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Karen McElfresh: So maybe you want to look into that, my recommendation would be be that you focus on just going live right now and then, if you are, have an interest in that October November, you know, sometime down the line we can revisit that.

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Karen McElfresh: It. That option is available to you at any time. You don't have to do it by a certain deadline, and we can get you set up, I think, pretty quickly

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Karen McElfresh: if you would like to do that, or I should say Baker and Taylor can get you set up, because actually, I'm not part of that. If you want to do an Unbound account,

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Jesse Wilson: Yeah, Karen, I was going to say that if anybody has questions about

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Jesse Wilson: adding extra titles for their libraries, or transferring titles from overdrive or Cloud Library. Anything like that, please email me personally because I am the one who can get you those answers. I agree with Karen with what she said, this is a great opportunity to really grow your collection a lot. But at the same time

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Jesse Wilson: you are. Oh, my gosh! 28 days from going live around about. So definitely email me, if you have questions specifically

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Jesse Wilson: and I can put my email address into the chat in a moment there.

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Jesse Wilson: If we purchase our own content in addition, will that content follow the pro program's lending policies? Yes.

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Jesse Wilson: so because of the way your setup is now. It will follow that same policy there, because you're piggybacking off of those settings with the site.

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Jesse Wilson: can I set a date for my eread report. My reports are due the 1st of the month, and I usually see the report on the 5th of the month.

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Jesse Wilson: So, as Karen mentioned, we are working on getting a generic report put together for you, with some great touch points there, and those usually come out the 1st week of the month, depending on how things fall. If you need to pull your own reports for the first.

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Jesse Wilson: What I suggest doing is going into whatever report that you need set those parameters for that month, and then pull it that way everything will be updated either in real time or

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Jesse Wilson: by that morning. So, for example. September 1st happened on Sunday.

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Jesse Wilson: The reports were ready to go Sunday afternoon.

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Jesse Wilson: So it is

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Jesse Wilson: within that 1st day there.

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Karen McElfresh: Yeah, I was gonna say the same thing, Pam, if you need a report on the 1st of every month, then I would recommend

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Karen McElfresh: going in and pulling that yourself because the emailed report it is a manually like the person who's making it has to actually go in and do it. So it's not gonna come out on the 1st. I think we will probably set the same deadline of the 5th of the month as the latest that it can come to you? But we're still working on that.

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Karen McElfresh: yeah.

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Karen McElfresh: Do you want me to? Beatrice asked. Do we have to wait until live date to promote. No, you can start telling people about this now, but when you tell them it's on October 1st is when they start doubt logging into Boundless.

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Karen McElfresh: They still should use SimplyE for this month. But

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Karen McElfresh: but you can start telling people now and start using that flyer or any of the

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Karen McElfresh: the other promotional materials, those of you that ordered flyers and bookmarks, the printed ones.

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Karen McElfresh: So we are still. They should be coming from the printer this week, and so we will start packing and shipping those as soon as we can. So hopefully, within the next couple of weeks you'll start getting those, but there's a lot of orders, so we'll do. We'll do them as fast as we can.

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Karen McElfresh: I see from Cynthia

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Karen McElfresh: magazine subscriptions. I'm not sure. Are you just saying that you would like to have magazine subscriptions?

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Karen McElfresh: If so, we can consider it. There's no plans to add them right now. But

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Karen McElfresh: any specifics about magazines that you want, if you know, for anybody, would be very helpful, or newspapers either one.

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Karen McElfresh: rather than just

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Karen McElfresh: so we'd get the right thing for people.

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Karen McElfresh: you can just. Or you can always email me that if you have any suggestions.

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Jesse Wilson: And Karen shameless plug! There we do as Baker and Taylor. We do offer press reader. Which has a ton of information there. You can always email me. I'll put it in the chat there for more information as well.

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Karen McElfresh: Okay? From

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Karen McElfresh: Stacy. Will you please repeat the dates? That SimplyE will be stopped.

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Karen McElfresh: So this is something I'm going to put the link back in the chat for the flyer, because I would recommend, even if you don't want to hand this out to people, I would look at it for yourself, because it does explain some things in a longer detail. So maybe you and your staff might find this useful as a reference, but it does explain the SimplyE timeframe.

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Karen McElfresh: so SimplyE will be available until October 31st

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Karen McElfresh: But on October 1st it's going to be very limited. It's not going to have all the full functionality that it does now. So on October first, the only thing that you'll be able to do in SimplyE is, continue reading or listening to a book that you have already checked out and downloaded.

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Karen McElfresh: So if anybody is in the middle of something, let's say they check out a book on September 25th And so they're still reading that book. They can finish their checkout. The book will go away whenever you know whatever 21 days is from when they checked it out.

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Karen McElfresh: but they will not be able to check out any new items in SimplyE. They won't be able to renew, or, you know, recheck out something if they don't finish it. It's just going to be kind of read. Only access for the month of October.

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Karen McElfresh: So if people can kind of wrap up what they're doing in SimplyE before the end of September, that's preferable. But if not.

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Karen McElfresh: it's it's not going to go away.

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Karen McElfresh: They should just make sure that they have the item downloaded in. SimplyE, if it's not downloaded, they're not going to be able to pull that download down. And

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Karen McElfresh: hopefully, that's not going to happen. If it does, we can figure out we can try to figure out what the best thing to do for them. But

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Karen McElfresh: yeah, so it should be up, for it will be up for the month of October as well.

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Karen McElfresh: Cynthia's asking, can patrons make a request for an item that is not listed? Yes, they can request materials. They can request them through you. So if a patron asks for an item that is not in the collection. You can just email that to me. And I'll put the email in here ebooks@tsl.texas.gov oops

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Karen McElfresh: missed the.

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Karen McElfresh: So what happens when you try to type and talk at the same time? You can email them to me, and I will consider it for the next purchase. That's that's really the method that we have right now for requesting items.

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Jesse Wilson: And also just as a reference. If the patrons use the feedback information in the app. And they say, Hey, we're interested in Xyz. That information will eventually get to Karen as well. So

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Jesse Wilson: Just in case you have patrons that said, hey? I requested something over the app

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Jesse Wilson: that goes to Karen as well.

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Karen McElfresh: So I think, Cynthia, I think we've already answered that about how long simply it will stay open again. It's through October 31st

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Karen McElfresh: Heidi is asking, How do we see what is available for purchase? Pretty much everything is available for purchase. But if you are interested in doing that you'll need to open an Unbound account, and then that would give you access to the purchasing system. It's called Title Source 360, which, if you already do print orders with Baker and Taylor, it's the same system. And then you'd be able to see. But just it's it's everything like the types of books that you see in the collection.

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Karen McElfresh: There's tons of stuff. I don't know, Jesse. Maybe you know the numbers of how many titles are available.

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Jesse Wilson: Last time I did a general search I will be honest with you. It was over like over a hundred thousand titles, and I stopped looking

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Jesse Wilson: at that point. Again, Heidi feel free. I put my email address in the chat, feel free to email me. And I can get you more information as well.

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Karen McElfresh: And that's actually the next question as well. Who do we contact to do unbound? That's Jesse.

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Karen McElfresh: yeah. And she can refer you to.

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Karen McElfresh: Yes, Becky, about doing a webinar. Yeah, that's possible that we could do something like that again. Right now. The focus is solely on getting this live and then, you know, Baker and Taylor can arrange a webinar for y'all about purchasing. If you would like to do that.

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Jesse Wilson: Absolutely.

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Karen McElfresh: Oh, did you want to say something else about that one?

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Jesse Wilson: No, I was, gonna say, and honestly, if you ever have any questions about anything that I've shown you, or just anything in general, please feel free to email me. I'm always here to help.

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Karen McElfresh: Okay. So Janelle's question, do we anticipate eread? Boundless to remain free? Yes. There's no plan to start charging.

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Karen McElfresh: There really never has been. I know this has come up throughout the years. If you've been in the program for a while, like we really never had any serious discussions about charging. What, for one thing, charging is actually really hard to do for the State Library. Collecting money from everybody is is hard. So it would have to be.

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Karen McElfresh: Yeah, there, you know. And right now we just we don't need to do that. The budget that we have

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Karen McElfresh: it's covered you know, but as far as, will it stay free forever, I can't guarantee that. That's just something that

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Karen McElfresh: you know. We only get our budget from the State, and then the Federal grants, you know. If something were to change with that money, then we might have to make changes. But we don't have any plans to do that, you know.

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Karen McElfresh: I think that would make it really hard for most of you to participate in the program. And I'm well aware of that. So it's it's not really on the table.

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Karen McElfresh: John asked, Do we have a video for patrons to watch and install and use the app. Jesse, is there a video?

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Jesse Wilson: There is not at this time, but I will talk to our marketing team and see if we can get something put together for you.

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Karen McElfresh: And the screen you're seeing right now. None of you need to just fill out this form. This is just for people who watch this later. So you don't need to fill this out. If you're here today I will know I will get your participation. So

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Karen McElfresh: yes, Jennifer, we did talk about this while you were away. Yes, we will be sending an email report. Details are still being finalized of that. But you will get minimal information checkouts and holds

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Karen McElfresh: once a month. Probably by the 5th of the month, just like you do with SimplyE.

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Karen McElfresh: Training, Mary to see Boundless from the patron side. That was session one. So if you did not see session one let me put the recording link back in the chat. You need to watch that one. But that was the patron app was the 1st session that we did last week, and the week before.

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Karen McElfresh: Sherry's asking, can we repeat the Admin password requirements.

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Jesse Wilson: And then password requirements. You want to make sure you have 8 characters, one uppercase, one lower case, and one symbol in that.

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Karen McElfresh: And then I think there was one question about requesting marketing materials in the chat.

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Karen McElfresh: So I'm going to put that it's on the slide when I talked about promotional materials. But I'll put the form link in the chat as well. I think that was from Sylvia.

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Karen McElfresh: So there is a form. You can request them.

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Karen McElfresh: but it's also on. I think it's maybe 2 more back.

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Karen McElfresh: The one before this. There we go. Yeah, it's in the middle of the slide as well.

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Karen McElfresh: so, Sue, the CE certificate is going to be emailed to you. You'll get a follow-up email from Zoom. That's like, thank you for watching the webinar. And the CE thing will be within that email. So you can just save that email as your CE certificate.

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Karen McElfresh: And then let me just look through the chat.

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Karen McElfresh: think we got everything?

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Karen McElfresh: Yeah, I think that's everything. So, and we are

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Karen McElfresh: just a few minutes ahead of the hour. So we're right on time. So.

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Karen McElfresh: but thank you, everybody for attending

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Karen McElfresh: and if you are coming to session 3, we will see you in a couple weeks.

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Jesse Wilson: Yeah, I'm very excited to work with everybody, and I am here to help, and I hope that we didn't flood your brain with too much information.

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Karen McElfresh: Thank you.

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Jesse Wilson: Day. Please make sure you do sign up for the customizations, because that's when things get really a lot of fun.

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Jesse Wilson: So have a great day. Everybody.

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Karen McElfresh: Alright! Thanks, everybody!