ResourceMate® News

In This Issue:

2015 has been an exciting year at ResourceMate® with our 20 year celebrations, the launch of our eBook Patron Validation add on as well as the development of our upgraded web OPAC. We continue to move forward in the advancement of ResourceMate®, offering more and more to the unique niche that ResourceMate has served for more than 20 years.

Make sure you take advantage of our Holiday Sale.

We always welcome your feedback and appreciate your support of ResourceMate®. You have helped make ResourceMate what it is today.

Brian Watson

President, Jaywil Software



ResourceMate® Holiday Sale

Our holiday sale is on until Jan 4, 2016! This offer applies to all orders (except annual support), and remember, ResourceMate® makes a great gift this holiday season for any collector on your gift list. For more information about the Holiday Sale please contact us at or call us at 1-800-815-8370.

15% Off Sale

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What's New...

Support Giveaway Contest

We are excited about our contest and to give away 1 year of Support!.

We’ve heard many stories about how ResourceMate® has helped organizations from all over the world and the benefits to the library, patrons, and community. And now we would love to hear your ResourceMate® story.

Contest submissions must be received by January 15, 2016 and qualified entries will receive 3 months of free Support. The winner will be selected and notified about their year of Support by February 1, 2016.

For more information about how to enter the contest, please click here.

Free 1 hour Webinar “How to Increase the Budget for your Library”

In October we hosted a 1 hour Webinar with the librarians from First Alliance Church in Calgary, AB. Their original library budget was $600, and when it was dropped to zero they worried that the library was going to have to close. However, the librarians came up with a great strategy to start collecting reasonable user fees, and as a result they now have a vibrant and active library with an annual budget of $6000.

During this Webinar, Jill and Amy talked about their story and how they implemented their plan with great success. They would like to share their experience with other librarians because they know that it can greatly impact your library and place of worship.

We recorded the 1 hour Webinar and it is now available for you here.

Coming Soon!

We will be releasing an upgraded Web OPAC in early 2016. We’ve worked hard to create a fresh and dynamic new look and have included several improved features, such as:

  • Choose to display your new items, most checked out items, featured items, and popular items
  • Patrons can log in to their account to view checked out items, fines and payments, circulation history, and request holds and renews
  • A book bin is available so patrons can accumulate items across multiple searches and print/email the list

For more information about the new Web OPAC and to try out the Demo, click here.

Please note: the new Web OPAC is not available for users of ResourceMate® 3.0. Please contact us if you are still using the 3.0 version and have not yet upgraded to the Family of Products.

Online Training Sessions

Our Level 1 Online Training Session is intended to show new users the program, how to do all of the basic procedures, as well as show many of the features and capabilities of ResourceMate®.

The next Level 1 Training Session will be on December 15, 2015 from 12-4pm, EST.

Our Level 2 Online Training Session is for those users who are proficient with the basics of ResourceMate® and/or for those who wish to learn more about the features in the Extended and Premium versions.

The next Level 2 Training Session will be on December 17, 2015 from 12-4 pm, EST.

Please visit our website for more information about our Level 1 Online Training and Level 2 Online Training sessions, as well as our 2016 schedule.

Upcoming Conferences

January 22-27, 2016 - American Correctional Association’s 2016 Winter Conference in New Orleans, LA

March 29-31, 2016 – National Catholic Educational Association Conference in San Diego, CA

May 16-20, 2016 – Annual National Head start Conference and Expo in Nashville, TN

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Spotlight On ...

Boston Chinese Evangelical Church

Temple Beth Or Library

In November we attended the Leading Age Conference in Boston, MA. While we were there we visited with Alec Li and the library at Boston Chinese Evangelical Church. They have been using ResourceMate® since 2009 and we really appreciate their willingness to share their story.

Question to Alec Li, Librarian:

Q. Describe how you came to be involved with the library and any of your prior library experience.

A. When I joined the Boston Chinese Evangelical Church (BCEC) 22 years ago, the church library only had 300 to 400 items and nobody had been managing it for quite a while. When the pastoral staff found out that I am a professional librarian in a Christian college, they asked if I could write a proposal for the church library. I did and they also asked if I would work with a few other church members to make the library operational. That’s how I started and have been doing it for 21 years.

Q. Why do you love being a librarian?

I’ve really enjoy reading since I was young and I majored in literature in college. For someone who loves to read, what can be better than to have a job in the library? That is why I pursued a library science degree and become a librarian.

A librarian is a service oriented job. You are constantly helping people. In the college library, I may be helping a student to look for materials for a research paper. In the church library, we may be recommending a book or a DVD that may uplift someone or change a person’s life. It is a very meaningful job.

About your library:

Q. Please give us a description of your library.

A. We have around 3,500 titles in English or Chinese. There are books, DVDs, CDs, and some MP3s. We have 4 library committee members and 5 volunteers to run the library. We are only open on Sunday before and after services from 10:30 am to 11 am and then from 12:15 pm to 1:15 pm. The committee members do the planning, acquiring, and cataloging of materials while both committee members and volunteers rotate each Sunday for circulating duty.

It is difficult to count the number of patrons but we circulate around 750 items each year not counting the in house use.

Q. Who uses your library?

A. BCEC is one church with six congregations ministering in three different languages (English, Cantonese, and Mandarin) in two locations (Newton and Chinatown in Boston). Over 1200 adults and children attend our church each week. The Chinatown church library serves the members and non-members in the Chinatown location. Whoever comes to our church on Sunday are welcome to use the library.

We have pastoral staff, Sunday school teachers and students, seminary students, fellowship and Bible study group leaders, and people from 3 different congregations that may come to use our library. It is interesting that in the last 10 years; we have less and less young people (age 14 to 25) using the church library. Most of our library users are aged between 40 to 70 years old. It is become more and more difficult to recruit young people to work in the church library now.

Q. What are your goals for your library, and how does ResourceMate® help you meet your goals?

A. The church library is a place for learning, sharing, and building up our spiritual life. Over the years, we have had quite a lot of faithful library users. They have used our materials to study the Bible, for spiritual growth, to learn, and build up themselves and their families, or to use the materials to share with non-Christian friends and families.

It is difficult to find or purchase Chinese Christian materials in the United States so the church library is a very important service for the Chinese congregations. I hope with the help of ResourceMate®, we can build an online catalog in the church website so that people can easily find out what we have in the church library.

Q. What factors made you decide to purchase ResourceMate®?

A. ResourceMate® has all the functions that a church library needs and the price is reasonable and affordable. They have very good services and training available.

Q. What are some of your favorite features of ResourceMate®?

A. The ISBN Retrieval makes cataloging the books much easier.

Q. Do you have a favorite story of something that happened at your library?

A. There is one time - a church member borrowed some CDs. She wanted to share Christian music with someone who was very sick in the hospital. She told me that the Christian music gave the patient a lot of hope and comfort. It is encouraging to see our library materials put in a very good and meaningful use.

Temple Beth Or Library

Thank you Alec for allowing us to visit your library and for being willing to share your ResourceMate® story!


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Technical Tip

Managing Circulation Activities Through the Holidays

ResourceMate® users are located around the globe and they all have different holiday schedules. As we approach the many celebrations of this season there are a lot of variation in the days or time periods when the library is closed for holidays.

Many librarians have a schedule for creating reports of Overdue Items and for using Mail Out Reminders to patrons with items that are overdue. Holidays play some havoc with these schedules and it is important that you don't send out a reminder to someone who was expected to return an item when the library is closed.

The first rule is that the Expected Back Date will always be defaulted to the check-out period specified in the Resource Type settings (under the File menu, Resource Types) unless you make adjustments elsewhere in the program.

Expected Back Date Overrides

Override Expected Back for a Session

At some point in time, the Expected Back Date will land on a holiday date. If you are dealing with a single day for the holiday then you can use the "Override Expected Back:" drop down located to the far right of the "Check-Out Date:" field on the Patron Activities Check Out tab. You should note that this override will affect the expected back date for all Resource Types. So if you are normally checking out books and then come to a DVD that has a different Check-Out Period then you may need to clear the Override field for the transaction on that one item and then reset when you start checking out books again.

For schools this is also a handy field, when a holiday period of a week arrives. You may then want to set the "Override Expected Back:" date to the beginning of the New Year so that students can have the items checked out for the holiday period. Please note that the "Override Expected Back:" field will need to be established for each ResourceMate® session.

Latest Expected Back Date (ResourceMate® Extended or Premium)

ResourceMate® also has another feature that sets the "Latest Expected Back Date". This field is great for the librarian that wants to ensure that all of the items are back in the library by a specific date. Sometimes, the library inventory process may be taken over the Christmas Holidays or at the end of the academic year. For users of ResourceMate® Extended and Premium systems, a preference can be set to ensure that items do not get a check out date later than a specific date.

By Selecting Utilities/General Settings (left side)/Access Patron Activity Preference (right side), you will get a new window that will allow you to change preference settings. Click on the Check Out tab and set the "Latest Expected Back Date:" date. Now whenever you check out items, the Expected Back Date will not go beyond the date that you have set here. ResourceMate® will remember this setting between sessions.

Changing the Circulation Transaction Expected Back Date

It is possible that someone may forget to set the "Override Expected Back:" date and it's now time to create a report of Items that are overdue or a Mail Out Reminder report. Let's suppose that it is now the day following a holiday period. If an item had an expected back date that fell on the holiday, then those items will be flagged as overdue even though the patron could not return the item because of the holiday.

ResourceMate® has a solution for this problem. You can Select Utilities/Change Expected Back Dates Utility. This utility will ask you to identify an expected back date and then it will tell you if there are any items that will be affected by a change in the expected back date. You can then select a new expected back date for those checked out items based on a drop down calendar and then click OK to process the change.

Now when you run the listing reports for overdue items or Mail Out Reminders the items changed above will no longer be overdue.

Holidays for Excluding Fines

Charging a fine for items that are being returned late is a way of raising funds for the library and a way of encouraging patrons to return items on time. ResourceMate® Extended and Premium systems have the capability of not charging fines for dates that are classified as holidays. These holidays can come in a couple of different formats.

Some libraries will decide that specified days of the week will be fine free. Some libraries might choose Friday and Saturday as being fine free. Other libraries such as schools libraries may choose not to charge fines on weekends. Other organizations may decide that there are specific days of the year for which they do not want to charge fines for overdue items. Examples of this might be New Year's Day or a set of sectarian holidays.

By Selecting Circulation/Extended Circulation/Holidays you can check the appropriate boxes for the days of the week for which you do not wish to charge fines for overdue items. You can enter this schedule of holidays for an entire year or more at a time.

As you approach the holidays in your region of the world, I hope that the above information will help you plan the use of circulation features that are available in ResourceMate®.

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