RSA Consulting or Visits

Request an In-Person or Virtual Site Visit with Member Services or Cataloging
Member services visits performed by Patty, Sara, or Tony.

Cataloging visits are conducted by Rhonda, Jennifer, Erin, and Lisa.
Do you have questions about Workflows? Would you like an opportunity to connect one-on-one with RSA staff? Schedule an in-person visit at your library or a virtual visit over Zoom!

Examples of visit topics include:
- Workflows notices: What notices are available? What notices are being sent?
- How do holds work?
- What are my circ and hold rules? How can I make them work better for my patrons?
- Inventory questions
- Pick list questions
- Billing a patron through Workflows
- Has it been awhile since you created a brief record, or are you unsure if you are doing it correctly? Get a refresher!
- Learn what cataloging codes you are using and consider customizing your Workflows drop-down menus.
- Unsure if you have a discard user? Find out what it is and how to use it!
- Have new or unique items you are unsure how to catalog? Get advice!
- And much more!
First and Last Name*

First NameLast Name
Phone Number (preferred contact number if we need to call you)*

Area CodePhone Number
Email*

Confirmation EmailPlease enter your email twice for verification purposes
Choose your library type and library system code.*
Would you like an in-person visit or a virtual visit?*

In-person at my libraryVirtual visit over Zoom
What would you like help with during this visit?*

Member ServicesCataloging

Schedule your visit appointment.

Choose 3 dates and times you are available. These should be between M-F, during regular RSA business hours of 9a - 5p.

An RSA Member Services staff member will be in contact with you after you submit this form to confirm timing availabilty.
An RSA Cataloging staff member will be in touch after you submit this form to schedule a date and time for your visit.
Select your first potential visit date and time availability.*
Select your second potential visit date and time availability.*
Select your third potential visit date and time availability.*
What would you like the visit to focus on?*
Would you like help with reports or reporting products, like BLUEcloud Analytics (BCA) during this visit? Adds 20-30 minutes. Not available with Cataloging visits.

Yes, I would like some help with reports.No, I just need help from Member Services.
Is there any specific information we will need to research prior to the visit?
For example, number of patrons with fines over $100 or listing of hold rules.
Is there any specific information we will need to research prior to the visit?
For example, would you like a report of your library’s brief records or a list of your bad item IDs?
What is your overall objective for this visit?
After the visit concludes, what do you hope will be accomplished?
Please verify that you are human. This helps stop spam uploads.*
Should be Empty:

Request an In-Person or Virtual Site Visit with Member Services or Cataloging

Schedule your visit appointment.

Choose 3 dates and times you are available. These should be between M-F, during regular RSA business hours of 9a - 5p.

An RSA Cataloging staff member will be in touch after you submit this form to schedule a date and time for your visit.