General WorkFlows Terms:

Command
A command is a button on the toolbar that only performs one task.

Datawell/Search Box
This is the text box for typing in search terms.

Gadget
A gadget is a button next to a text box that provides options you can use in that box. When you click the gadget, a window appears giving a pre-defined list of values. Always use the gadget to fill in the box if one is available.

Glossary
This term refers to any word in WorkFlows with a dashed underline. When you click on the word, a pop-up window provides additional information.

Helper
A helper is a “wizard within a wizard.” Helpers are positioned in a menu bar just below the active window’s title bar.

Hitlist
This is the search-results list that displays after entering a search.

Wizard
A wizard is a button or a link on the toolbar that performs a series of discrete tasks.

Circulation terms:

Bill
This is any money—fines or fees, owed to the library by a user.

Barred
This is the status of a user that has been set manually delinquent.

Blocked
This is the system-set status of a user who can’t check out material because of bills or overdues.

Demand Management
This is the SirsiDynix software for managing holds between libraries.

Fine
Fines accrue on overdue items until the items are discharged and bills are created by the system. Fines cannot be paid—Bills are paid.

Hold
This is a reserve for an item that is either on the shelf, or is checked out to another user.

User
This is the patron or the borrower.
And
This is the staff user of a library station.
And
This is a special-situation user or location, such as admin, discard, intransit, mending, etc. For example, items can be “checked out” to user Damaged. (These transactions are not included in circulation counts.)

Member-library expectations:

• WALS libraries are to provide a knowledgeable person to coordinate communication with Winnefox staff.
• WALS libraries are to provide adequate training for their staff.
• WALS libraries are to follow the established guidelines for creating item and patron records.
• WALS libraries are to process transited items, holds, and maintenance lists in a timely manner.
• WALS libraries are to respect renewal limits of other libraries’ material.
• WALS libraries are to purchase adequate numbers of in-demand titles to meet local needs.
• WALS libraries are to share material via the holds system. Local-hold items should be kept to a minimum. It is agreed that new collections and new material can be local hold to meet local demand and browsing needs.

Here's the printer-friendly PDF version of this document.

1. 1. for accounts 1-60 days past due – nine percent (9%) interest on amounts delinquent
   2. for accounts 61-120 days overdue – eighteen percent (18%) interest on amounts delinquent
   3. for accounts 121-180 days overdue – cessation of some or all automation services

Here's the printer-friendly PDF version of the most current version of this document.

General Principles of Participation in the Winnefox Library System and the WALS Network
2021

There is a long history of strong cooperation, collaboration, and trust among the Winnefox member libraries. This spirit has been the foundation of the many accomplishments within Winnefox, including the development of the shared automation system

As part of that history, there have been discussions and consensus agreements about how libraries are to operate and of how library staff are to function in this cooperative environment. There are also expectations and requirements based in Wisconsin statutes. This document is an attempt to summarize both. As new directors and staff start working in Winnefox libraries, this document will help to provide a clear summary of what is expected. For existing staff, it provides a review.

1. State Requirements for System Membership and Library Operation

Libraries must meet and follow all of the state statutes that cover library operations and procedures.

2. Communication

Open and honest communication between Winnefox libraries is a crucial component of the cooperation needed for providing good library service.

a. Email

Email is the primary means of communication between Winnefox libraries. Library staff are expected to regularly read email and manage their email accounts. The Winnefox email account is for work purposes. Staff are expected to use a separate email account for personal use. There are many free, web-based options for personal email.

b. Communicating Problems

Information about problem patrons and potential problem situations should be shared with other system libraries.

c. Communication to Winnefox Staff

Libraries must notify Winnefox of any significant changes in status, such as unexpected closings or disruption of services.

d. Project Consultation

Large projects that might affect other libraries or would require Winnefox staff time should be discussed with Winnefox staff as the project is planned.

e. Communications with Library Staff

In many cases, Winnefox staff communication is with library directors or, in larger libraries, department heads. It is expected that directors and department heads will pass along essential communication to staff whose duties may be affected. 

3. No Special Privileges for Library Board Members and Directors

§19.59 Codes of ethics for local government officials, employees and candidates.
No local public official may use his or her public position or office to obtain financial gain or anything of substantial value for the private benefit of himself or herself or his or her immediate family, or for an organization with which he or she is associated. [19.59(1)(a)]

Library board members and the library director are not to receive special privileges. This
includes:

• Borrowing new items before they are entered into the system
• Multiple renewals
• Extended loans
• Selective forgiving of fines 

Per the Wisconsin Government Accountability Board, the Code of Ethics for Local Public Officials applies to local elected officials and local government employees who are either appointed to serve for a specified term of office or who serve at the pleasure of the appointing authority.

This means the libraries cannot legally provide special services to their board members or to library directors. Ethically, staff members should not receive special privileges either. If a service is offered to the public—extended loans, forgiven fines, etc. staff and board members are allowed to receive those same services.

Staff may check out new, donated material first for the purposes of reviewing a title before deciding whether to add it. Staff may also have different loan periods for material needed for story times, book talks, etc. The emphasis is on material needed for work purposes, not personal use.

4. Privacy of Library Patron Records §43.30 Public library records.

Records of any library which is in whole or in part supported by public funds, including the records of a public library system, indicating the identity of any individual who borrows or uses the library's documents or other materials,  resources, or services may not be disclosed except by court order or to persons acting within the scope of their duties in the administration of the library or library system, to persons authorized by the individual to inspect such records, to custodial parents or guardians of children under the age of 16 under sub. (4), to libraries under subs. (2) and (3), or to law enforcement officers under sub. (5). [43.30(1m)]

Wisconsin law protects the privacy of library users. As a matter of library ethics, staff should not look at user records unless necessary for library business and should not talk about patron use of the library. Volunteers who deal with the public or have access to records should have the same standards.

Friends of the library groups are not the library and should not have access to patron records. The library can use patron addresses when acting within the scope of their duties in the administration of the library. A Friends group should develop its own mailing list.

5. Meetings

The library director or a representative is expected to attend the county library advisory committee meetings, county funding committee meetings, the Winnefox Annual meeting, and All-WALS meetings. These meetings are usually not eligible for meeting directory certification requirements but are extremely important for other reasons.

6. Automation System

The library director or other library staff need to be trained in the use of the automation system and to maintain those skills as the system changes. Email is used frequently for disseminating information about changes made to the automation system. The All-WALS meetings are the most appropriate settings for discussing the automation system and options for our use of it.

7. Interlibrary Loan System

The library director or other library staff need to be trained in the use of the interlibrary loan system and to maintain those skills as the system changes. Interlibrary loan is used to get material from libraries other than Winnefox members.

8. Technology Skills and Awareness

The library director and other library staff need to be familiar with technology used by the public in their communities and to be aware of technology trends.

9. Collection Development

Using material from other libraries via the hold system is not a substitute for an adequate local library budget for library material.

a. In-demand items

Libraries are expected to buy their own copies of high-demand titles as determined by local patron needs.

Additionally, titles identified as being in high demand across the system will be assigned a shorter loan period (i.e., set to ShortLoan status) than those less in demand. This practice insures that waiting lists for popular titles will be reduced more quickly and that more patrons will have access to the title while it is very popular.

b. Material Purchases Meet Community Needs

Material coming from other libraries to fill holds should be monitored and buying patterns adjusted when appropriate. This includes types of material and subject areas.

c. Lucky Day Collection

These collections are designed to create browsing interest for visitors to library buildings.  The intention is that these items will remain in the owning library’s building until checked out. Holds will not be allowed on them, and they will be clearly identified in the catalog (i.e., set to No Hold/Lucky Day status), and in the library.

Libraries must add enough copies (at least one copy in smaller libraries) that may have holds placed upon them by patrons system wide before they may add non-holdable copies for a Lucky Day collection.

10. Sharing of Library Material

One important purpose of the shared automation system is the access to the combined collection of all of the member libraries. To maximize that access, each individual library must follow the same practices:

a. Materials move freely across the system to fill holds

Libraries are expected to share all transportable materials freely across the system. Materials that cannot be safely transported may be set as Local Hold, allowing only local patrons or the local library to place a hold on that item.

Prioritization is automatically given to patrons for their own library’s materials. This allows for local collections to circulate to local patrons first.

b. Renewal of Library Material

To provide fair service to library users, library material must be handled in a consistent manner. Overriding renewal limits to provide special service to one user may mean poorer service to another user and could harm the library’s reputation.

• Items with holds should not be renewed, even if the renewing library is the owning library. If the user keeps the item past the due date, the library has the option of forgiving the fine.
• Multiple renewals of items without holds should be done infrequently, especially if it is owned by another library. An item should not be renewed more than 3 times without permission of the owning library.

c. Holds

The holds system is designed to maximize patron access to materials held by all member libraries. Peak efficiency of this system depends on each library diligently fulfilling its responsibility to keep materials moving. The hold system is set to randomize the selection of the library to fill the hold.

To handle holds fairly and promptly:

The on-shelf holds list should be processed every day the library is open.
The hold system queue should not be manipulated.
The Clean Holds list should be used to clear expired and canceled holds from the holds shelf in a timely manner so items can be used by another user.

d. Rotating Collections

The items received by the library in rotating collections should be handled in a timely manner, and damages and missing items reported.

e. Interlibrary Loan

Interlibrary loan is a special loan of material from one library to another. Items received from non-Winnefox libraries may not be renewed without permission of the owning library and should be returned promptly.

11. Follow Established Procedures

For the shared automation system to function efficiently, libraries must be consistent in entering and maintaining records. Libraries are expected to follow the instructions and guidelines provided to them through system communication channels such as All-WALs meetings, emails, and extranet pages.

12. Library Websites

The library website is an important means of marketing library services. The information on the library’s website must be kept up to date.

13. Licensed Databases

Databases licensed by the library or Winnefox are for the use of eligible patrons only. These databases are listed on the library’s Research Tools page of their website. Winnefox must be informed of local libraries’ intentions to subscribe to local-use databases in order to coordinate user authentication required by the vendor.  

Library cards may not be issued to non-local residents for the purpose of using databases. This clause is intended to restrict access of persons who do not live in the area and have no local contacts whose sole purpose of acquiring a card is to obtain access to online resources which their local library does not subscribe to.

Many databases are licensed and billed based on population or library circulation.

14. Telecommunication Network and Equipment and Security

The sophisticated telecommunication system linking Winnefox libraries makes shared automation possible. State and federal funds make it affordable. The following steps will help maintain the effectiveness and security of the network.

a. Staff Network Access

Library staff must follow established guidelines for the use of the network.

i. Passwords must be kept secure.
ii. The public must not have access to staff computers. A breach of security on a staff PC exposes the entire network and grants access to sensitive information.
iii. The public must not be allowed to plug devices into the network. The only exception is when the library's network has dedicated specific jacks to secured, public access.
iv. Winnefox staff must be notified when a library staff person leaves so that we can disable that person's access to the network.
v. If a staff person is discharged, WALS must be notified immediately. Passwords will need to be changed.

b. Not Connect Unauthorized Equipment to the Network
Only authorized equipment may be connected to the network. Library staff must work with Winnefox staff when adding new equipment such as photocopiers, security systems or HVAC controllers. This section is not intended to cover connections to the public wireless network by smartphones, laptops, or similar devices.

c. Consult Before Purchasing Network-dependent Software

Software that interacts with network resources (such as the integrated library automation system or library web sites) should not be purchased without consulting first with Winnefox staff.

d. Maintain and Upgrade Equipment

The library must budget for and replace equipment on an ongoing basis. The library must maintain PCs using the appropriate anti-virus and PC protection software. In some cases software does not automatically update or scan; this must be done by library staff.

e. Use of Network Resources

Planned library projects that will use network resources must be discussed with Winnefox staff before being undertaken. Other network resources not already mentioned above include: patron authentication or any connections to the ILS and/or catalog, network storage and/or backup of large quantities of digital data.

f. USB Flash Drives and Other Storage Devices

USB flash drives are commonly used to spread viruses and other malware, sometimes without the knowledge of the person using them. Staff must never plug non-library devices into staff computers.

15. Access to the Network by Library Volunteers

We recognize that volunteers play an important part in the operations of member libraries and that they have access to staff-only areas of the library. Nevertheless, care should be taken to protect network security and patron privacy.

It is recommended that libraries have a written Volunteer Policy. For duties that entail access to sensitive information, network resources, or the ILS, it is recommended that volunteers be required to read and agree to the Volunteer Policy.

Volunteer Policies used by other libraries are available on the Division’s Wisconsin Public Library Policy Resources page https://dpi.wi.gov/pld/boards-directors/policy-resources#Volunteers and in WAPL’s Sample Library Policies for the Small Public Library https://www.owlsweb.org/l4l/sample-library-policies-small-public-library

16. Penalties for Non-compliance

The purpose of imposing penalties on a library that fails to abide by these principles and practices is to prompt the library to change its practices and procedures and cooperate with other libraries rather than to punish.

• Penalties imposed will be limited to reducing services, imposing fees for services, or increasing fees for services.
• Penalties will be designed to impact only the library concerned. Services to other libraries and their users should not be affected by another library’s non-cooperation.
• Penalties will be imposed in proportion to the degree of the library’s non-cooperation. If initial measures are not successful, more severe penalties may be imposed.
• Penalties must not impact a library’s compliance with system membership requirements or jeopardize its membership in Winnefox Library System.
• Penalties must be approved by the system board.

17. Process for Imposing Penalties

If system staff believe that a member library is not abiding by the established rules and procedures as outlined above, Winnefox will follow these procedures:

a. Work with the Director to correct the issue

i. System staff will contact the library director to determine the facts of the case and reasons for a violation.
ii. Staff will attempt to work out a process with the director to correct the problem.

b. Work with the Library Board to correct the issue

i. If the problem is not resolved within three months, system staff will contact the president of the library board and request time at the next board meeting to discuss the issue.
ii. System staff will present the problem to the library board and attempt to work out a process to correct the problem.

c. Involve the System Board

If earlier steps have not succeeded in resolving the problem, the system board may choose to impose penalties on that library. The process for doing so shall be:

i. System staff developing a plan for imposing penalties on the noncompliant library.
ii. The library receiving at least three weeks’ notice of the Winnefox board meeting at which the proposed penalties are to be discussed.
iii. A public hearing held at the Winnefox board meeting. Representatives of the library will be given opportunity to present their case.

 Approved by the Winnefox Library System Board 3/31/2021

Overview -- updated July 2024  More Details

WALS fees are based on a formula which strives to quantify a member library’s usage of WALS resources.  This formula is based on a library’s circulation, number of items, and number of users. The formula assigns a percentage of the total costs to each library.  There is a base fee which represents the least amount a library could pay and still receive services. If the library’s percentage of costs are below the base fee, they are charged the base fee. The remaining costs are divided up among the remaining libraries. Because the fee for the remaining libraries is a percentage, each library’s fee is relative to that of the other remaining libraries. For non-base libraries, this means that, even if your library’s usage remained completely static from year-to-year, your fee would vary because of changes in usage by other libraries. The base rate increases slightly each year to reflect inflation and the annual increase in the maintenance fees of the automation software.

With the approval of WTEC, going forward, we will be holding libraries to a "no decrease" model so that each year a library's fees will either stay flat or go up.  We have heard from libraries that it makes it difficult to justify their requests to their municipalities when one year the WALS fees go down, and the next year they go up. WTEC decided that the dollars generated will be put toward the OverDrive Advantage Account.

While not an exhaustive list, here are some things that WALS provides its member libraries:

• a shared automation system with a shared catalog, mobile app, notices, and database maintenance—i.e. your patrons can find the items they are looking for and get them from all over.
• a shared telecommunication network with internet access (both wired and wireless), email, file storage, and website hosting--i.e.  your patrons can apply for jobs online and search/surf the web; your staff can communicate effectively; your library can have a presence on the internet;.
• trained staff to support the above—i.e. you don’t need to find a technician/consultant every time something doesn’t work properly; your data is backed up and secure;
• training for library staff on the above—i.e. you & your library’s staff stay current and competent on the services you provide to your patrons.

The revenue for these services come primarily from member libraries. Winnefox also contributes a significant portion.  During the years around the 2008 recession, Winnefox increased its contribution to about 20%   Historically, and ideally, Winnefox tries to hold itself to about a 10% contribution to the WALS budget, so that member libraries can remain independent from State aid for a mission-critical service.  The percentage Winnefox contributes varies based on our expenses, amount of state aid, and the state of local economies.  Keeping Winnefox contributions to WALS minimal, means that Winnefox will have more revenue in its budget to improve other services to your library which aren’t covered by WALS fees—such as delivery.

For more details:

• What do libraries get for their WALS fees?
• How are WALS fees calculated?
• Why do WALS fees vary every year?

The purpose of the Winnefox Technology Executive Council is to provide guidance and to make recommendations to Winnefox for the development of Winnefox Automated Library Services and other Winnefox technology services. This includes working with WALS management and staff on policies and procedures, recommending an annual WALS budget, addressing concerns, planning, and setting priorities related to technology services.

WTEC has bylaws, terms and conditions of service agreement, and an election process.

The current WTEC members are:

• Clairellyn Sommersmith, Winnefox (Permanent)
• Karla Smith, Winnefox ILS Manager (non-voting)
• Jon Mark Bolthouse, Fond du Lac (Permanent)
• Desiree Bongers, Ripon (Permanent)
• Darryl Eschete, Oshkosh (Permanent)
• Chris Kalupa, Berlin (Permanent)
• Brian Kopetsky, Menasha (Permanent)
• Nicole Hardin-Wilhelm, Neenah (Permanent)
• Anna Dinkel, Omro
• Hannah Klusmeyer, Wautoma
• Laura Skalitzky, Princeton

Non-permanent members are elected every January for a 1-year term.

WTEC meetings are usually monthly on the second Friday of the month if there is sufficient reason for a meeting.

Meeting agendas are sent to the Directors-Plus email list at least a week in advance of the meeting. WTEC usually meets in Oshkosh.

Any Winnefox director may attend.

Minutes are sent to Directors-Plus.

Under contract, the Oshkosh Public Library provices a number of support services for the shared automation system.  The attached document describes those activities in detail.

The 2 or 3-letter codes are used to identify the libraries for reports and logins.  The ALL-CAPS codes are the official codes used by the ILS.

BE     BERLIN  (Berlin Public Library)

BR     BRANDON  (Brandon Public Library)

CA      CAMPBLSPRT  (Campbellsport Public Library)

CO     COLOMA  (Coloma Public Library)

EN     ENDEAVOR  (Endeavor Public Library)

GR    GREENLAKE  (Caestecker Public Library)

HA     HANCOCK  (Hancock Public Library)

KI      KINGSTON (Mill Pond Public Library)

MA     MARKESAN  (Markesan Public Library)

ME     MENASAH  (Elisha D. Smith Public Library)

MO     MONTELLO (Montello Public Library)

NE     NEENAH (NeenaH Public Library)

NES   NESHKORO  (Neshkoro Public LIbrary)

NF     NFONDDULAC (Spillman Public Library)

OA     OAKFIELD (Oakfield Public Library)

OM     OMRO   (Carter Memorial Library)

OS     OSHKOSH  (Oshkosh Public Library)

OX     OXFORD (Oxford Public Library)

PA      PACKWAUKE (Packwaukee Public Library)

PI      PINERIVER (Leon-Saxeville Public Library)

PL     PLAINFIELD (Plainfield Public Library)

PO     POYSIPPI (Poysippi Public Library)

PR     PRINCETON (Princeton Public Library)

RE     REDGRANITE (Redgranite Public Library)

RI      RIPON (Ripon Public Library)

WA    WAUTOMA (Wautoma Public Library)

WE    WESTFIELD  (Ethel Everhard Memorial Library)

WI     WILDROSE (Patterson Memorial Library)

WN    WINNECONNE (Winneconne Public Library)

WXT   WCTS (Winnefox Cooperative Technical Services)

WX     WINNEFOX (Winnefox Library System)

The logons for Symphony are special user records that control what functions the user can do in WorkFlows. Part of the logon is connected to a specific library to show where the circulation or other activity occurred. Each library has its own logon account or accounts depending on what functions the staff are permitted to do. Most of the smaller libraries have combination accounts that allow staff to do both circulation and barcoding. The larger libraries have separate circulation, barcoding, and public services accounts.

All of the libraries share the Reports account. Via the Reports logon, libraries have access to the Onshelf Holds report and all of the statistical reports.

The WorkFlows logon is NOT the same as the PC logon.