Changing an Organization’s Structure
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Changing an Organization’s Structure

Public Catalogue Search Scope

FAQ - What do I need to do to add a new branch, bookmobile, or book locker for my library?

Adding a branch, bookmobile, book locker, or other additional organizations unit to a library or system changes the organizations structure. This involves a significant amount of work, especially when changing a standalone library into a system with multiple org units attached.

When a library submits a ticket that involves adding an org unit:

  1. Respond to the library and let them know there is a cost involved and a quote will be provided.
  2. Alert Sharon to the library’s request and the need for a quote.

  3. Once the library has confirmed they wish to go ahead with the change, confirm the names that will be used for the the new and existing org units and the date on which the new structure should go live.

    1. We require 4 weeks notice for a new branch or bookmobile.
    2. For book lockers and other 3rd party products libraries should anticipate a 3 to 6 month turnaround to assess the product and whether or not it compatible with Evergreen as per our 3rd Party Service Integration policy.
  4. Once we have the needed information assign the ticket to Tina. Information on the changes needed to Evergreen can be found on the wiki.

Public Catalogue Search Scope

When a standalone library becomes a multi-branch library the search scope for their public catalogue will need to be updated to use the system org unit ID if the original library org unit has become a branch.

The search scope for the LibPress search box will also need to be updated to match.

Caution

Changing the structure of an organizational unit may affect 3rd party services.

If a library uses any of the following 3rd party services, those services will need to be notified of any changes to the org unit names.

  • Biblicommons (also need the org unit IDs)
  • Overdrive
  • ULS / Other Acquisitions vendors
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