1. Search on SCISWeb for records.
2. Download to a specific folder/file. [SCIS folder]
3. Prepare OASIS for download.
   1. Rebuild the library files. (B4 / N1)
   2. Backup of the day's changes. (K1)
   3. Do a Full Data Backup overnight.
4. Download the SCIS data onto OASIS while all users are logged out.

Some of these items may have been completed at the end of the previous year. Check them all if you are new to the school or unsure whether they were completed.

1. Generate the Calendar B2/F1 (Maintain Calendar); <G>enerate the calendar for the current year. You can generate more than one year ahead.
   • Also in B2/F1, put in the holiday dates using <H>olidays from the option bar. Don't forget to also include Staff Development Days, Carnivals, Long weekends as holidays as there is generally no borrowing/returns on those days.
2. Check the Resource Loan Categories (B2/D1). Do they still meet your needs? Make changes if required.
3. Check the Borrower Loan Categories (B2/D2). Change the master due date for each category of borrower. Select (curser opposite) each borrower category then choose <L>oans from the option bar. Does the length of borrowing time still apply? If not change it. You may also type 00 (zero) in the number of days & this will allow you to type a specific date in the date field.
4. Check the stocktake initialisations (B2/H1). Any locations that have not been finalised should be completed as soon as possible; and before any new resources are added to that location.

Towards the end of the first week:-

1. Refresh students/staff (B4/R3 & R4) when the office has completed the entry of new & amended details. Check that the system parameter (B1/C1/<C>irculation - Student/Staff Module available? is set to Yes).
   • You may have to do the refresh of students 3-4 times in Term 1 as things settle out, classes get re-shuffled etc..
2. Make new borrower cards (B4/C1)
3. Set the borrower limits for students/staff (B2/I2). The maximum number you may enter is 999.
4. Reset the borrower usage (B4/I4). You may wish to also reset the resource usage (B4/I2). Be aware that this action will zero the number of times an item has been borrowed. You may not wish to do this if you want to use this report as a guide for culling items which are never/rarely borrowed.
5. Purge the loan history (B2/R1). You are required to enter a date. Determine the reason why you wish to record Loan History:-
   • For keeping a history of who has borrowed (eg. where a book may have been defaced) I recommend you retain last term's loan history. I suggest you purge to 01/10/(previous year)
   • For keeping a history of what each student has borrowed; purge to the start of the calendar year (01/01/current year)
6. Check all the System Parameters (B1/C1).
7. Check operators (L3/D1) & remove those no longer required. Leave the system operators in. Only delete volunteers/old staff etc who are no longer associated with the library. Check security levels & revise if needed.
8. Deal with the Outstanding loans from previous year:
   • Print the Loans by return date report (B2/M4). Choose the date 31/12/current year or 28/01/next year. This gives you a complete list of all outstanding items.
   • If you think that there are items on this list that will never come back (eg. class loan items/readers etc attached to teachers) then you will need to manually return them in B2/E2. Don't throw the print-out away.
   • Do a B4/N4 Weekly Housekeeping to lock in the status of these items.
   • Each of the items returned in B2/E2 from the Loans by Return Date report - needs to have <M>issing placed into the status field of the bibliographic record. Go to B1/D1 General Resources; <F>ind by <B>arcode or <T>itle; <C>opies; then <E>dit the status field, changing the <C> to <M>issing & insert the date that it was due back as the missing date; Put an appropriate comment in the Comment field. Progressively work through the report until complete.
   • Do a B4/N4 Weekly Housekeeping

1. Accurate Data: if time permits, at least once a year you should run the data validation reports (B4) & clean up your authority files. Errors can be corrected in Global Change.
2. Loans by return date (B2/M4) - will give you a list of users who still have resources on loan. You will also find out if you have any "phantom" borrowers; they will be at the top of the file & should be removed.
3. Utility programs (B4) You should run these after stocktake when the Finalise has written off items.
   • N5 Remove unused keywords
   • M1 Hide unused subjects . It is recommended that you <R>emove the unused subjects rather than <H>ide them.
   • P4 Delete unheld
   • P5 Check duplicate subjects
4. Management Decisions:
   • Assess Borrower & Resource categories (B2/D1 & D2).
   • Decide if any resources need categories/locations changed.
   • Will changes in Borrower limits (B2/I2)/Borrower Loan category(B2/D2) be required?
5. Updating the database:
   • Generate calendar & put in holidays (B2/F1). Do this as soon as possible. You can, in fact, generate calendars more than one year in advance.
   • Decide on due dates & master due date (B2/D2) for following year. Make sure that any long term loans have a current year date. 
   • Purge loan history (B2/R1). It is recommended that you do not remove Term 4. When asked for a purge before date, enter something like 01/10 /previous year.
   • Reset Resource & Borrower usage (B4/I2 & I4) after you have gained the appropriate statistics (printouts) you may require.
   • Check & edit operators (L3/D1). Do not remove any system operators.
   • Delete any unwanted Department Lists
   • Return any lost or unreturned resources (if this is your policy) using the Loans by Return Date B4/M4. The do a Weekly Housekeeping (B4/N4). Then in General Resources (b1/D1), edit the status of item to M for Missing, enter the date missing (select the date that the item was due back at school by, as per report)& details in the comment line (B1/D1) [something along the line of "student left, book not returned", "not returned from class bulk loan"]
   • Purge old calendar years (B2/F1/<P>urge. Recommendation is that you purge more than 2 years ago. eg in 2007 purge 2005 and before. Make sure you run the Loans by Return Date for that period & return any items; then do Weekly Housekeeping; then edit in as Missing in B1/D1 (Copy details Status) as previously discussed prior to purging calendars as all loans data will also be purged for that year. Missing date is the due date on the Loans by Return Date Report.
6. Beginning a new year: Many of these things can be done at the end of the year also.
   • Refresh student/staff records (B4/R3 & R4)
   • Update Borrower limits & Borrower Category for each year.
   • Determine any changes for individuals you wish to make
   • Ensure the calendar is updated & holidays have been entered
   • Make new student borrower cards (B4/C1)
   • Make sure the library is adequately & attractively signposted
   • Wear a name badge & a welcome smile particularly for new users.