WEBVTT 1 00:00:01.979 --> 00:00:04.319 Okay so we are recording 2 00:00:05.700 --> 00:00:06.060 Alright. 3 00:00:08.370 --> 00:00:12.420 So my spiel. For those of you who don't know me, my name is Megan Drake. 4 00:00:13.590 --> 00:00:31.410 I am now a senior implementation insult and was actually I have been up until relatively recently being Alma and primo implementation. I was your primary on the person. So I talked to you a lot. You're probably very familiar with my voice during the implementation process. 5 00:00:32.910 --> 00:00:35.070 I now do 6 00:00:36.510 --> 00:00:45.240 Special Projects, so I do more project implementation of research sharing networks or various other things after institution is live. 7 00:00:45.900 --> 00:00:50.910 On for on lower primo and then I do the onsite functional workshops and I do expert services. 8 00:00:51.450 --> 00:00:58.710 But it's just where I come in and sit with y'all for three days. It was a live institution for three days and 9 00:00:59.160 --> 00:01:11.100 Talk about your workflows and how you can improve things and what you may consider changing or fixing or configuration options. I just got I did. I went and visited Channel Islands. So it was good. It was really good. 10 00:01:12.630 --> 00:01:21.660 So that's what I do. Before I joined a flavors. I was assistant librarian at the orbits cascade Atlanta Pacific University. I'm I 11 00:01:22.710 --> 00:01:35.190 Shared our implementation team. And then our in our institution was the first book alive. And then I was a member of shared or was a representative to every single functional area group. 12 00:01:35.910 --> 00:01:43.980 So I'm the one that I did share was the discovery and delivery working group. So like primo and fulfillment stuff is kind of in my jam from the beginning. 13 00:01:44.910 --> 00:02:01.680 I mentioned that, because before I joined. I was all a dream, over to you. So I have sat on your side as well as on this side. So like I always try to leave with us so that people know that like I have been there done that experience. 14 00:02:02.700 --> 00:02:06.885 I've been live so I have all of that said 15 00:02:08.070 --> 00:02:12.780 I tend to those of you may remember this from the implementation. I tend to play things pretty fast and loose. 16 00:02:13.290 --> 00:02:27.000 As far as talking and presentation go I'm completely and totally 100% fine with being interrupted asked me questions, please ask me questions like, I really enjoy talking about workflows and figuring out how things can be better. 17 00:02:28.140 --> 00:02:37.740 You may ask me a question and I may push back with why, why do you want to do that. Why are you talking about that. It's not because I think that your workflow decisions are bad and you should be ashamed. 18 00:02:38.250 --> 00:02:54.570 It's because I am trying to get to the root cause, because even even now, at this point, people try to show millennium or Sierra or Voyager workflows are processes into the, on the whole, and there may be a different way of accomplishing it's worth the work 19 00:02:56.340 --> 00:03:02.160 I also tend to do it was her Catholic. I'm a little bit glitchy if it's too much. Please let me know I will back it off. 20 00:03:04.020 --> 00:03:08.700 I tend to break an imaginary so buffs and stand on and lecture. People sometimes if you 21 00:03:09.930 --> 00:03:14.850 Tap on one of those things. But normally, that's an acquisition fulfillment. I don't have a lot of okay 22 00:03:15.900 --> 00:03:17.940 So I've got a list of 23 00:03:19.170 --> 00:03:25.080 That I got from the working group that I'm just going to kind of go through and 24 00:03:26.160 --> 00:03:43.980 Talk about display work through and what have you. I have a feeling, we'll probably have time at the end or what I commonly referred to as a session where you can basically asked me anything around the topical area we're talking about and I will do my best to answer you. 25 00:03:45.030 --> 00:03:45.240 So, 26 00:03:46.350 --> 00:04:00.060 The first question that I have is regarding the last loan profiles. And the question is specifically talking about how to test the last little profile after making a change 27 00:04:01.110 --> 00:04:06.360 So there's not really like an overt workflow. 28 00:04:07.620 --> 00:04:18.030 You know, a mock run of, like, you know, report only or test or what have you. So what I would recommend doing. And let's just open up the overdoing loss on profile. 29 00:04:18.690 --> 00:04:33.120 Also, I'm using Cal Poly SLO because they volunteers to be the guinea pig throughout the day. I do have a few other credentials here that I pulled for resource sharing purposes. 30 00:04:33.840 --> 00:04:44.190 I don't have my giant long list of every institution. When I can pop into anymore because we've internally changed the way that we log into customer environments. And so I would need to have the VPN. 31 00:04:44.910 --> 00:05:02.730 In order to be able to do that our internal VPN. And that's just that way lies madness when I'm traveling. So these are who I have, I can pop into some of Pomona Sacramento, San Diego, San Jose and San Luis Obispo. If you are not one of those people. You are not one of my favorites of her 32 00:05:05.400 --> 00:05:11.520 I'm just going to move these things that you can see a little bit easier, what they are. Okay, so 33 00:05:12.990 --> 00:05:27.030 There are a number of these that are configure here at SLO so I'm just going to keep at. And you'll notice that we've got overdue notification type one, they have an odor for over New those types to configure it. And then there's a bunch of changed a lot. 34 00:05:28.110 --> 00:05:32.010 So if you look at the overdue notification type one 35 00:05:33.210 --> 00:05:43.440 This is your standard overdue stuff right so it's got that it is it sends an open, it's going to be sending a notification this create overdue. 36 00:05:43.980 --> 00:05:58.980 Loan files. I always point that out because this does not create the overdue fines. This creates a fine for sending them the email. It's a separate. So if you're getting weird signs accrued it's because you have this box. 37 00:06:00.480 --> 00:06:00.795 Okay. 38 00:06:01.890 --> 00:06:16.530 This is said to be 14 days after the due dates for all of these user groups for. So basically what this is doing is for all these user group and all these locations 14 days after the thing is do 39 00:06:17.700 --> 00:06:29.100 Send an overdue notification of type one. So the reason I'm calling this type out is because you can configure multiple types. So if, for example, you want to have 40 00:06:29.670 --> 00:06:40.290 Different wording go out to your faculty members special snowflakes. You could create or you want to have different wording for your reserves materials, which is what they have here. 41 00:06:41.730 --> 00:06:51.540 You can create. So this is isolated just the reserve location, they are creating a notification of overdue notification types to 42 00:06:52.410 --> 00:07:10.080 You then can go in to your letters. There are five different over you overdo notification letters 12345 so you can customize number two to be appropriate to the reserves and then you also need to make sure and this is where. Let's see if it is 43 00:07:11.190 --> 00:07:15.930 The other thing you need to make sure of is you need to go in here fulfillment unit. 44 00:07:25.860 --> 00:07:27.780 And in the rules. 45 00:07:29.310 --> 00:07:32.880 You will want to have the to you. 46 00:07:34.470 --> 00:07:36.570 Associated with 47 00:07:38.280 --> 00:07:48.180 If it's going to be charging a fine. You'll need to associate it was overdue notification types to because when you are starting to use. So if your 48 00:07:48.690 --> 00:08:01.440 If you're renewals at SLO are not accruing finds that you would expect. I would recommend looking at this, it may be that the overdue specific notification profile fine is coming up. 49 00:08:02.640 --> 00:08:16.230 So you'll just need to look at that. This also maybe the fine that's created when you send the email. So it's one of those little nebulous areas so that since we were talking about this. I just want to show that. And there was also 50 00:08:18.090 --> 00:08:32.430 There's also bleeds into the other question, which is the configurations for the notifications overdue last Lone Pine and blocked so the overdue last last sign is configured in the terms of us. 51 00:08:34.440 --> 00:08:47.190 Here and these overdue notification type fine. And again, these are the ones that are charged essentially for sending the email. It's not the same as the overdue that accrues for open our eyes are open days or however you do it. 52 00:08:48.990 --> 00:08:49.740 So that's that one. 53 00:08:56.640 --> 00:08:56.880 Okay. 54 00:08:59.925 --> 00:09:05.010 And as far as casting goes to overdo. 55 00:09:06.120 --> 00:09:11.970 My suggestion is basically when you're creating a new overdue thing. 56 00:09:13.980 --> 00:09:18.540 Put in early like you're creating letters or whatever, create how to test user 57 00:09:19.005 --> 00:09:27.510 That has some sort of a test user group that is isolated to that user. And then you can use that user as you're getting things make stuff go last. 58 00:09:27.930 --> 00:09:37.020 Have your new last overdue for a while, isolated only to that user group so that you can test it to that test user without blasting it out to everyone. 59 00:09:38.280 --> 00:09:41.790 That's how I would recommend doing that. There's not really an easier way really 60 00:09:44.940 --> 00:09:50.130 If you want to test the full processes is does this 14 days after what have you. 61 00:09:52.170 --> 00:09:56.430 If you're doing it by location you could then checking out to that location to that user. 62 00:09:59.190 --> 00:10:01.260 Okay, so that's that. 63 00:10:02.400 --> 00:10:03.690 The questions will not 64 00:10:06.540 --> 00:10:19.500 Totally that you just want to make sure its billing correctly. So you want to make sure it's getting to that stage, can you check something out and make it do like that day or tomorrow or something just to speed along the prophet. Totally. I won't mess it up. Yeah, if I was 65 00:10:22.800 --> 00:10:23.490 I'll just use 66 00:10:24.570 --> 00:10:25.230 The teaser. 67 00:10:28.470 --> 00:10:29.370 Mostly because there's no 68 00:10:31.020 --> 00:10:34.530 So if I was to check something out to myself. 69 00:10:37.110 --> 00:10:41.160 Who remembers why use. The Big Lebowski anyone 70 00:10:43.110 --> 00:10:44.580 Brandon, you don't even remember. 71 00:10:47.610 --> 00:10:48.780 Yes. 72 00:10:50.640 --> 00:10:51.210 Hi. 73 00:10:53.100 --> 00:11:00.210 It's because everyone runs around like a chicken little freaking out all the time and you need to be the dude. The dude abides. 74 00:11:01.290 --> 00:11:04.380 Always use it without getting I have happy. So when remember 75 00:11:11.850 --> 00:11:13.170 So when you check it out. 76 00:11:14.670 --> 00:11:21.330 You can right click or click on the ellipses to change the due date and sort of forced the process. 77 00:11:22.530 --> 00:11:27.420 I don't remember who asks us, it was over in this direction. Okay, I'm going to return this now those 78 00:11:28.860 --> 00:11:29.580 Monkeys and 79 00:11:34.440 --> 00:11:37.290 I love that this coffee thing shows up. Now it's in the future. 80 00:11:44.160 --> 00:11:45.060 Don't even have to read 81 00:11:47.070 --> 00:11:49.980 Some cool show weight and I asked sweets. 82 00:11:51.270 --> 00:12:06.000 While I'm talking about like fun little new features. I don't know if you guys know about this because this was a thing I learned when I was on site somewhere I go to bed at a lot of if you click on this little carrot. This works like the search and the configuration menu. 83 00:12:07.320 --> 00:12:11.520 So you can search to find where a thing of hiding and all those main links to 84 00:12:13.620 --> 00:12:15.210 Is pretty cool because yeah 85 00:12:16.560 --> 00:12:21.630 I was stoked about that and it hides like it's just, who knows what that is. So, that's okay. 86 00:12:23.160 --> 00:12:24.660 Um, so 87 00:12:25.890 --> 00:12:30.600 Let's go into this so that this covers how to test the notion 88 00:12:32.430 --> 00:12:35.280 Found. Oh, right. So, 89 00:12:36.480 --> 00:12:46.080 The letters are the notifications are the letters. So if I go in here and the letter email. This is 90 00:12:49.800 --> 00:12:53.850 These are the initial process of these. So you've got 91 00:12:57.660 --> 00:13:13.185 Are there in here in the full overdue and last loan. So first of all, this is overdue and last loan letter and notification letter this in Edit letters. If you remember from the letters. This is the 92 00:13:14.340 --> 00:13:15.270 The variable. 93 00:13:16.350 --> 00:13:17.700 The actual labels of things. 94 00:13:19.530 --> 00:13:23.400 Dear Sir slash Madam, the author of the titles of our code, all that good stuff. 95 00:13:24.630 --> 00:13:29.040 And then if you go into it. Am I going too fast. We need to slow down. I tend to seed. 96 00:13:32.970 --> 00:13:36.420 If you go into instead the 97 00:13:37.650 --> 00:13:41.460 Customized letters down here. This is the actual excess 98 00:13:42.570 --> 00:13:43.380 And 99 00:13:49.140 --> 00:13:55.800 Okay, so here is the overdue. Notice letter. And then if you scroll down a little bit. 100 00:13:58.350 --> 00:13:59.550 Here are the 101 00:14:05.940 --> 00:14:15.870 Used to be that these were all separate there was an overdue and last loan notification that profile one profile to profile three and 102 00:14:17.580 --> 00:14:20.190 Now there's not, which is throwing me a little bit. 103 00:14:27.030 --> 00:14:35.040 I think that you could add that nobody gets conditional statements and all letter really wrapped in 104 00:14:36.180 --> 00:14:36.780 The field. 105 00:14:37.950 --> 00:14:41.370 It's back in the field about into my you know either. 106 00:14:42.630 --> 00:14:48.630 Letter letter email. Yeah, there's spaces for each of the different notification. 107 00:14:50.340 --> 00:14:52.020 In the, in the main notification little 108 00:14:53.730 --> 00:14:56.370 Weird, that is not, I must have 109 00:14:57.390 --> 00:15:00.180 No right that's additional input. No. 110 00:15:01.620 --> 00:15:14.580 Yeah, so, so here is so used to be that there were five different letters that you can customize separately, which means I've been telling people wrong for a little bit because I missed this, um, I learned something new every time I go on site. 111 00:15:15.840 --> 00:15:33.120 This is just proof of Allah is a living, breathing organism and like, it's important to like they have on release notes and read stuff and all that good stuff. And even then, like, it just moves a breeze and like I've been all over the years that I'm always alerting so not 112 00:15:35.640 --> 00:15:35.880 True. 113 00:15:38.160 --> 00:15:40.260 I remember screaming about that. 114 00:15:42.360 --> 00:15:47.190 I selectively screen. Obviously, they didn't mind because they pulled me in 115 00:15:48.750 --> 00:15:59.820 So yeah, so it looks like here is where you can change the various bits of those. And then I guess like you needed to put in conditional statements to say if it's notification one or two. 116 00:16:00.180 --> 00:16:08.220 I'm sure there's great information on how to do that on all my L possibly on the developers network and what have you. So 117 00:16:09.750 --> 00:16:12.360 That is where that is. 118 00:16:14.700 --> 00:16:19.680 And then the blocks that are created for overdue notification. 119 00:16:24.300 --> 00:16:26.730 But to go back into those profile. 120 00:16:29.700 --> 00:16:43.260 So if I was the click on Create block at that point, you get this option here of the various stuff. So this block type that shows up down here is configured in the blog. 121 00:16:43.710 --> 00:16:54.150 I'll show you where to configure those and then it's just the regular all that other good stuff. So if you check the block, you can then choose what kind of block, you want to have created 122 00:16:55.980 --> 00:16:57.930 And the blocks are configured. 123 00:17:00.570 --> 00:17:03.120 You would think it would be blocked preferences, but that is not 124 00:17:04.170 --> 00:17:17.730 Block preferences, is how to how you want Alma to handle the whether or not things can be overridden by a manager by an operator or all one thing I wanted to point out here. 125 00:17:19.110 --> 00:17:27.150 Here's a potential that you all may want to look at this one here, it says item is not renewables override by operator. 126 00:17:27.630 --> 00:17:37.830 That means that if someone was the circ desk manager role cannot perform that override it is only someone was the best operator role that can perform that overrides 127 00:17:38.400 --> 00:17:55.140 So if you want both operators in managers to be able to do the override, you need to set it to be override by all that does not mean that served us operator limited can do the override because the limited role does not have the privileges for over right 128 00:17:56.340 --> 00:18:05.040 So it's just it's a gotcha right because you think oh operator means the operators and managers can do it. No, it means that a manager can perform that overrides only offering 129 00:18:05.670 --> 00:18:15.510 So you may want to. This is just, it's a common misunderstanding. So you may want to just keep at these block preferences, just to make sure that you've got them as you want them to be. 130 00:18:16.590 --> 00:18:20.340 Back up four minutes of questions that came up in a previous session. 131 00:18:21.900 --> 00:18:27.570 There than I am, can only be learned from reading. Somebody asked when I was demoing the reading room this morning. 132 00:18:28.410 --> 00:18:39.270 It was showing up not over rideable. That's why I haven't blocked, but it looks like you can set it so that you put on the auction on that. Yeah, hello. Looks like you can make that over rideable by manager. 133 00:18:42.690 --> 00:18:43.590 Probably will change them. 134 00:18:45.450 --> 00:18:52.950 So yeah, so this is just, you may want to consider changing this item is not renewable. I get that. We want all my upgraded the operator, the 135 00:18:54.090 --> 00:19:05.160 Role and I tend to err on the side of every everything that you can do as an operator, you can do the manager for ya. Yeah. Make your life easy. But yeah, it's already went to manage 136 00:19:06.540 --> 00:19:09.600 Okay, so it's not blocked preferences down here. 137 00:19:11.400 --> 00:19:20.160 Under the patron configurations is user blocks description and use your blocks definition. So the user blocks definitions. 138 00:19:20.880 --> 00:19:29.340 Are will first what you have to do. I was getting slips because they're super well names. So the user block description. 139 00:19:30.060 --> 00:19:43.350 The click on the right one. Yep. The user blocks description is where you define what's the blog is called so it's the code and the description description is what then displays in the drop down right so you you define it. 140 00:19:44.370 --> 00:19:52.980 In the user blocks description which makes perfect sense that you would define it in the description and then describe it in the define it, but it's backwards and it's white always rosy so 141 00:19:54.000 --> 00:20:02.880 You set it up here with the code and the description and then you go into the user block definitions. 142 00:20:05.430 --> 00:20:07.110 And for the code. 143 00:20:08.130 --> 00:20:10.680 You give it a block tight. 144 00:20:15.360 --> 00:20:20.040 You choose the description, which is what you'd defined over 145 00:20:24.300 --> 00:20:26.490 Whether how it can be overwritten. 146 00:20:28.080 --> 00:20:31.440 The blocked action which is super healthfully one, two, and three. 147 00:20:33.330 --> 00:20:47.490 One is loans to his loans and renewals and three is loans renewals and request, I believe. But if you go to the super dandy to handy dandy help for the page. 148 00:20:48.570 --> 00:20:49.950 It will tell you. 149 00:20:51.720 --> 00:20:54.600 What the block to actions are which is 150 00:20:58.770 --> 00:20:59.250 I was very 151 00:21:01.110 --> 00:21:05.340 Low one is loan to is loaded renew and three is Loma new and whole 152 00:21:07.830 --> 00:21:20.160 Network block is for shared users for walk in functionality. This is whether or not that block will follow that user to the as a visiting user to the partner institution. 153 00:21:25.320 --> 00:21:27.030 That is how you set that up. 154 00:21:32.460 --> 00:21:33.060 On all of that. 155 00:21:35.985 --> 00:21:48.660 Not related to what you just said. But because you said, following the block following to the partner institution that a two way follow like if they're blocked at summer where they're visiting patron will have them be blocked their home institution. 156 00:21:54.600 --> 00:22:03.030 Marrow, I don't think so. Network blocks is something that is sort of changing and evolving. So let's verify 157 00:22:09.510 --> 00:22:12.000 I believe it's one way, but I hate misspeaking 158 00:22:34.620 --> 00:22:45.450 Current network book. Yeah, it looks as though it's not it's it's blocks are copied from the source accounts to the linked accounts doesn't go from linked back to 159 00:22:46.710 --> 00:22:47.490 So that's what it's all 160 00:22:48.570 --> 00:22:49.140 Other questions. 161 00:23:02.490 --> 00:23:05.880 The next couple of questions are actually 162 00:23:08.370 --> 00:23:08.940 And analytics. 163 00:23:10.080 --> 00:23:17.160 And I've created He them latest report, but the only user information that shows is the primary than apart so 164 00:23:18.180 --> 00:23:21.720 I didn't work really hard to make sure that no stuff which show 165 00:23:22.740 --> 00:23:35.880 Okay, so the first one is I need to purge all patrons with an expiration date. Prior to May 1 2017 if the person patrons have no fines and no current checkout. 166 00:23:36.480 --> 00:23:49.080 If the patrons have a small fi but like a list of those pages like and it says, which funds needs to be removed and which accounts they act. So the way that I did this is you go to catalog. 167 00:23:52.350 --> 00:23:54.780 And we go into 168 00:23:55.830 --> 00:24:04.590 I care. I have to look that don't remember if I was like, oh, this is the thing. Everybody would want. Let me put it in the expert service this folder which I don't know how many of y'all were at the analytics yesterday. 169 00:24:06.570 --> 00:24:13.230 But I've made this expert services folder that I'll be continuing to add to his I'm on site with people and they need to report, I 170 00:24:13.530 --> 00:24:22.170 Will dump it in here so that everyone can have access to it. The goal is, I'm working with customer success on this. And the goal is to have a stable of 171 00:24:22.740 --> 00:24:35.880 ways that people can report on their collections and look at their, their almost and be able to kind of figure out what needs to be cleaned out what they may want to do for maintenance stuff kind of low hanging fruit that everyone can kind of get out and clean their stuff. 172 00:25:21.720 --> 00:25:24.570 This report is purely 173 00:25:26.520 --> 00:25:44.190 users that have been expired prior to that had an expiration date of less than or equal to five 120 17 and limited to primary identifiers that were in expired users with low. So let's go open that expired users with low 174 00:25:46.980 --> 00:25:51.060 So what I have here I've got acquired. I did a reset suggested 175 00:25:52.260 --> 00:26:04.440 I probably could have done it into, but I didn't three to also proof of concept and show you guys. You can nest and create reports with them reports with them reports, right. So I started with expired users with 176 00:26:06.840 --> 00:26:14.100 And I created a report that gave me that just was oh, actually, I started with loans, nevermind. 177 00:26:16.800 --> 00:26:21.570 Oh, that's right. They did it in loan, but I realized that could do it in loans and whatever. But so what this 178 00:26:22.830 --> 00:26:24.600 OK, let's start over. Let's back up. 179 00:26:25.860 --> 00:26:31.290 And not talking well okay expired users with low. So, this report. 180 00:26:33.780 --> 00:26:34.320 Is 181 00:26:35.460 --> 00:26:44.370 What's an expiration date of less than or equal to five 120 17. Okay, so this is pulling 182 00:26:47.040 --> 00:26:48.240 The loan count. 183 00:26:50.610 --> 00:26:55.530 For everyone that users inspired prior to me first. If you look here. 184 00:26:59.700 --> 00:27:12.090 There is no zero because it's not going to pull it, if there's a no or a zero that only pulled it if there's a positive integer in here. So this is how you can limit to here are fired users with low 185 00:27:13.320 --> 00:27:16.350 But you also need to see what their fines are 186 00:27:17.850 --> 00:27:18.495 So then 187 00:27:20.280 --> 00:27:24.630 What you can do is go in to the catalog. 188 00:27:26.520 --> 00:27:28.410 And you want your expired users with clients. 189 00:27:29.910 --> 00:27:40.860 So I took that list of expired users with loans existing limited my sets to that initially with the primary primary user 190 00:27:43.410 --> 00:27:56.430 So this is the primary user is not equal to any primary identifier with expired users with loans. So what this is giving me is just users that have fun. That means that don't have one. 191 00:27:58.680 --> 00:28:07.290 Okay, because what I'm because I'm limiting out if I wanted to get user's that has learned and high times that I would change this to be 192 00:28:07.950 --> 00:28:18.720 Is equal to so because right now I'm pulling out all the expired users that have loan. So I'm just getting the fine because I think my understanding was this is that 193 00:28:19.320 --> 00:28:29.910 If the patients have a small fire and I was like a list of those. So this is just features will find that have loan because that don't have loans because they're already not gonna hurt features that have loved 194 00:28:30.930 --> 00:28:38.940 Ones that have loads, you're not going to purge because they have a low. So we want to pull those out of the set because they're not part of the potential first right 195 00:28:40.050 --> 00:28:53.790 And then we've got a remaining amount greater than zero. So then if we go in here. Then we have we've pulled out those users. So now we just have it by primary identifier remaining amount. And then the date that they expired. 196 00:28:55.230 --> 00:29:00.450 I've got it sorted right now by expiration date. You can sort it by remaining amount owed. 197 00:29:02.130 --> 00:29:09.090 So you can see here is like 10 bucks, whatever have to, you know, a couple thousand, which is probably a faculty member, I didn't flip out faculty 198 00:29:11.400 --> 00:29:23.220 So that's how you would do that. And then you could then go through and handle those people deal with the signs and then that would drop off and then you would be able to then use this 199 00:29:24.390 --> 00:29:39.930 As an as a non equals for that larger tying report or Roger users purge users report. Let me show you what I'm talking about. So then once you've got this dealt with the fines and is it fired users with fines. If you want to keep these around and not purge these ones. 200 00:29:42.300 --> 00:29:44.550 You can then go into the 201 00:29:47.400 --> 00:29:49.200 Flat expired users report. 202 00:29:56.070 --> 00:29:58.560 And change this primary identifier. 203 00:30:00.540 --> 00:30:09.120 Add another one to say that and primary identifier is not equal to premiere identifier and encourage users with clients because you can have two of them in there. 204 00:30:11.820 --> 00:30:13.500 So I've got right now. 205 00:30:17.220 --> 00:30:17.820 A bunch 206 00:30:20.520 --> 00:30:22.620 And then if I add another 207 00:30:23.790 --> 00:30:24.420 Filter. 208 00:30:27.630 --> 00:30:31.680 On primary identifier that it's not equal to 209 00:30:36.330 --> 00:30:38.700 Is based on another analysis. 210 00:30:41.790 --> 00:30:44.520 Find the expired users with fine. 211 00:30:46.110 --> 00:31:02.730 Is not equal to any primary identifier. It's then going to pull out change that to an order so that is and primary identifiers not equal to this one for primary identifiers not equal. So that was your Williams play well. And then that's going to pull those up. 212 00:31:03.840 --> 00:31:09.240 And so then you have a list of users expired prior to find one that don't have that stuff. 213 00:31:11.670 --> 00:31:12.150 Makes sense. 214 00:31:14.070 --> 00:31:14.490 Questions. 215 00:31:17.250 --> 00:31:20.460 And so that's just so that we can clean it up before we run them. 216 00:31:21.570 --> 00:31:29.580 Yeah, and and working is, you know, purging is is I've got a whole like little note about purging down here before. 217 00:31:30.330 --> 00:31:42.990 Which is that you know there's there's there's things that you need to talk about it and think about, and whatever. And there's a whole developers network blog post, which on users and it's me what type it in here, use it. 218 00:31:45.420 --> 00:31:47.730 It just in developers network and then 219 00:31:49.260 --> 00:31:53.220 Patron purge and all know and its really really good. 220 00:31:54.420 --> 00:32:03.210 For talking about all of the different things that you need to keep in mind when you're running a purge the options for running a purge 221 00:32:04.020 --> 00:32:17.460 That when you purge a user if you delete them it's fully deleted. There's no statistical there's no reportable data. But when you run a PR, you can choose to have 222 00:32:21.120 --> 00:32:22.170 Heard, where is it 223 00:32:26.520 --> 00:32:34.770 The Purge job can be one of three things. So you can fully Blitz it out. You can't report on it at all, or you can keep stats. 224 00:32:35.190 --> 00:32:39.540 Or you can keep it fully reportable where you like kind of remove a bunch of the stuff that's 225 00:32:39.990 --> 00:32:47.340 That's the data is retained in the system. And he talks about in this blog post and detail. And so, like, I'm kind of highlighting this because it was taking 226 00:32:47.700 --> 00:32:57.360 A good chunk of time to really talk through all the details. And I think we could probably get in the weeds with it. So I just think y'all should. It's a really, really good article and a lot of 227 00:32:59.880 --> 00:33:12.540 Yeah, this is really good and his process if he has recommended really involves like using analytics to get a patriot groups spreadsheet ready so that you've got people pulled out and what have you. And like being 228 00:33:12.990 --> 00:33:23.070 Really careful and really deliberate and they created using the using that to create a set. And so, like, it's very deliberate and very good so I highly recommend it. 229 00:33:24.930 --> 00:33:33.600 So there's not also highlighting the process of how to do a patron purge in hell. Once you've decided what you're looking what often choosing doesn't actually show you step by step how to do that. Yes. 230 00:33:33.990 --> 00:33:46.440 Yes. He also recommends creating a separate user group and doing all of that, like taking all of the users that you're going to purge we're bringing them into a purge user group to be extraordinary like this is super, super ultra like 231 00:33:47.130 --> 00:33:52.950 The precautionary stuff like that. But then it at the very end. If you do that, it talks about 232 00:33:57.270 --> 00:34:07.680 The how you can do the purge with the number of days blank and what use your record type, you're going to purge and this is why he's of just creating a user group because then you can 233 00:34:08.190 --> 00:34:19.380 What you can do is that set of users you created you can run a job, all those users to give them that purge your group and then purge by user group. So you can be super selective of what you purge 234 00:34:20.760 --> 00:34:24.510 So I would question like in the user record it has exploration 235 00:34:27.780 --> 00:34:30.180 Curious. That is it. You have 236 00:34:31.200 --> 00:34:43.500 To the purge it so the expiration date comes in. Yeah. And the purchase date there. I think that's a configuration somewhere as to how that is created, it may come in through the load on that. 237 00:34:45.420 --> 00:34:57.660 And then this is that, but I would recommend following his method is that of just doing a blanket number of days after purge days because you may, particularly, you don't mean so this way you can kind of be a little more deliberate about 238 00:35:02.430 --> 00:35:03.480 Questions on that. 239 00:35:10.560 --> 00:35:12.420 Okay, so 240 00:35:16.740 --> 00:35:18.270 The next one. 241 00:35:22.320 --> 00:35:36.750 So, this is this is a two fold thing. The first thing is I need to purge all funds from patrons if the total charges are under $100 in the account is no longer active. I also need a part of the patrons who had finds finds ways and what Firenze 242 00:35:38.190 --> 00:35:38.490 So, 243 00:35:39.750 --> 00:35:41.070 Thing. One is 244 00:35:43.980 --> 00:35:45.360 See, she went into this 245 00:35:51.540 --> 00:35:54.180 So first here is that waived. Fine. 246 00:36:01.980 --> 00:36:13.050 And this one limits purely to define the transaction type is equal to WAV. So it is just pulling any transactions that were of a wave transaction. 247 00:36:15.030 --> 00:36:19.320 And then what it gives you is, and I think we looked at this before. 248 00:36:20.760 --> 00:36:30.570 Yesterday, it gives you the primary identify as a user who's fine was ways the waving waving reasons description that was given the amount 249 00:36:32.010 --> 00:36:45.300 The date that it was happy that it happened, and the operate the primary identifier of the user who did the work. So you could potentially, if you are doing this as a way of seeing if you have a student who is bad. 250 00:36:46.800 --> 00:36:53.340 You can move the operator primary identifier over to the left so you can sort and see who was performing wait 251 00:36:55.320 --> 00:37:00.150 So I just added that as an additional thing that might be useful information. I thought so. 252 00:37:03.660 --> 00:37:04.050 Her 253 00:37:08.340 --> 00:37:09.600 waving their own find 254 00:37:12.930 --> 00:37:14.700 And so, yeah, you can also see if people are waiting 255 00:37:15.720 --> 00:37:17.100 Which may be a testing thing of 256 00:37:20.220 --> 00:37:22.890 What is it that the student and they're waiting their own 257 00:37:24.540 --> 00:37:24.750 Yeah. 258 00:37:26.340 --> 00:37:26.730 We are doing 259 00:37:28.080 --> 00:37:30.420 Passing the time is that we are 260 00:37:31.530 --> 00:37:32.430 See refer to 261 00:37:34.920 --> 00:37:38.970 Them is paying for. And the venue, find the both of them I gather credits. 262 00:37:40.860 --> 00:37:45.150 There's take a long time ago. This library owe me money. 263 00:37:48.210 --> 00:37:54.210 Shows up this part parts of their I was going to check out those my money, they are 264 00:37:57.630 --> 00:37:58.740 waving their because 265 00:38:01.020 --> 00:38:02.460 Oh yeah, for sure. Yeah, totally. 266 00:38:03.930 --> 00:38:11.010 And so if you want to like filter just for the last like six months, you don't get the testing stuff in there. You can just put a filter on the 267 00:38:12.660 --> 00:38:24.720 Mindset on the month the transaction data and you could use what you could do is you could use the transaction data shows us that sequel query that I showed yesterday with the rolling the timestamp what 268 00:38:25.770 --> 00:38:29.190 Did you do last last night and do it as a rolling monitor 269 00:38:32.190 --> 00:38:33.510 So that's that one. 270 00:38:35.250 --> 00:38:37.620 And then suddenly created this other one 271 00:38:40.500 --> 00:38:44.130 Maybe I got distracted by the way thing and didn't get the other one which is entirely possible. 272 00:39:01.980 --> 00:39:02.220 Citizens 273 00:39:03.660 --> 00:39:18.330 So there's other word is purging all finds from patrons of total charges are under $100 in the account is no longer active. I did not create that report to you want me to create it on the fly, or do you want to talk about other since we had an entire day of analytics. 274 00:39:19.980 --> 00:39:20.700 Cool with whatever 275 00:39:23.040 --> 00:39:31.560 Maybe we can go on and if we have a word with nothing at the end we come back. Okay, that's totally fine by me. I've completely have my filled analytic 276 00:39:33.990 --> 00:39:38.040 Okay, so the next one is there anyone from San Jose here. 277 00:39:39.570 --> 00:39:47.910 Okay, so this next one was a question that came from San Jose that I wasn't quite sure what the context was where I wanted to be like, why 278 00:39:49.860 --> 00:39:55.830 There was a request for discussion of how to change how to change due dates on reading 279 00:39:57.900 --> 00:40:01.020 Might have come from my research coordinator. I'm not sure. 280 00:40:02.490 --> 00:40:03.600 That that problems do 281 00:40:05.190 --> 00:40:06.960 Why are you wanting to do that. Talk to me because 282 00:40:08.010 --> 00:40:16.110 The for reading this expires so wanna all the books that are in that reading list. They will want to go back to the regular rope right location. 283 00:40:16.950 --> 00:40:29.010 So, so this is for. So you're basically you want to both change a set of reading list to be essentially convert them to like permanent reserves. So you'd never get that do back prompt. Yeah. 284 00:40:31.080 --> 00:40:38.340 Well, okay, what are you trying to do talk to me like you're not when you're training data to of course and the reading list for a semester and 285 00:40:39.510 --> 00:40:55.890 The price is going to be teaching at the next semester but uh the reading list with already for it expires. This is the oldest reading this, I created and they're going to be for the next few we paint all the reading. You mean all the item, item. 286 00:40:57.240 --> 00:41:09.180 Yes, yeah. So as a reading and right. Okay. Well, first of all, get so that that there's a couple of. So I've got a couple of questions here. So do so for those items on the reading list. 287 00:41:10.020 --> 00:41:19.440 Is there going to be on reserve next semester. Do they go into the main collection in the middle point when they're not on reserved, or do they just sit on the reserves. 288 00:41:20.070 --> 00:41:29.160 Okay, so then in that case you may want to consider like are their professors that you know that this is the case of this always happens. They don't change or whatever. 289 00:41:29.910 --> 00:41:42.330 In that kids. What I would recommend doing is just bumping out the bulk the reading list just writ large. The date is for four or five years down the road or 20 years down the road and make it your replaces problem. 290 00:41:46.050 --> 00:41:46.560 I did like 291 00:41:48.300 --> 00:41:48.960 We migrated 292 00:41:51.000 --> 00:41:52.530 Credit. Now, just like 293 00:41:55.020 --> 00:42:00.150 That does happen a lot at the end where your mouth of a benefactor. Oh no, I wanted 294 00:42:01.620 --> 00:42:01.980 Five and 295 00:42:04.650 --> 00:42:07.080 Right, right, for sure. So, um, 296 00:42:08.580 --> 00:42:12.630 So there is a way to there is a job. 297 00:42:19.680 --> 00:42:19.980 Did you know 298 00:42:26.730 --> 00:42:27.240 Oh, come on. 299 00:42:39.720 --> 00:42:43.350 But even if you change your reading list be back day that won't go. And I don't mean 300 00:42:46.050 --> 00:42:47.010 Well, I mean, it would be 301 00:42:49.140 --> 00:42:52.620 Painful some amount of course users managers really 302 00:42:53.910 --> 00:42:54.810 There is a 303 00:42:59.190 --> 00:43:03.330 Reminds what Jeff is talking to me about Adrian 304 00:43:05.130 --> 00:43:11.100 Super frustrated because I have this reading this book update that that I didn't write down where it is. And I'm like, Come on, as 305 00:43:13.440 --> 00:43:14.970 It is I have a job. 306 00:43:17.730 --> 00:43:18.180 Change it. 307 00:43:25.980 --> 00:43:28.980 Probably because of how SLO is configured. 308 00:43:39.780 --> 00:43:40.320 Not that 309 00:43:45.270 --> 00:43:45.870 It's not 310 00:43:51.630 --> 00:43:54.870 There's a PR. I'm saying I think that there's a parameter that needs to be 311 00:43:59.940 --> 00:44:01.350 In a cow probably after lunch. 312 00:44:07.380 --> 00:44:08.970 Managing reading list in book. 313 00:44:10.770 --> 00:44:10.950 Of 314 00:44:20.910 --> 00:44:22.140 Course reserve. 315 00:44:23.820 --> 00:44:25.380 I wonder if I don't have the right role. 316 00:44:26.970 --> 00:44:29.190 Because it's of course reserves manager role, Elaine 317 00:44:35.430 --> 00:44:37.050 I can change my role, I can add 318 00:44:40.050 --> 00:44:44.970 This because I don't have course wizards manager operator who's burned off by roll. 319 00:44:48.600 --> 00:44:54.480 All right, so let me and log out and log back in again because you know you have to log out and log back in again. 320 00:44:56.100 --> 00:44:56.400 Please. 321 00:45:00.000 --> 00:45:01.320 So there's this job, guys. 322 00:45:07.380 --> 00:45:09.150 It's called reading list vocal update 323 00:45:13.560 --> 00:45:20.010 And you have to create a set of reading list first. So once you have a set of reading list, let's just 324 00:45:45.270 --> 00:45:45.690 More 325 00:45:58.170 --> 00:46:01.290 Oh, it looks like I can search by Instructor That's super helpful. 326 00:46:02.760 --> 00:46:03.570 And do the math. 327 00:46:08.640 --> 00:46:08.880 Yeah. 328 00:46:13.560 --> 00:46:14.100 OK. Okay. 329 00:46:15.180 --> 00:46:17.970 So you would basically create a set of reading list. 330 00:46:21.240 --> 00:46:34.290 Which I wonder if you can't. What I'm wondering is, the searching here is not super robust like I couldn't certified instructor. If you saw it was code course name and owner. So what I'm wondering is, 331 00:46:35.400 --> 00:46:38.190 If you may need to 332 00:46:41.520 --> 00:46:44.160 Create an itemized that 333 00:46:46.080 --> 00:46:46.920 Have a reading list. 334 00:46:49.320 --> 00:46:53.940 From an analytics report so you can pull instructors and then create that set of 335 00:46:55.200 --> 00:46:56.430 Reading once I think we know it's 336 00:46:58.140 --> 00:46:59.040 Not like structures. 337 00:47:00.120 --> 00:47:01.260 And all my courses. 338 00:47:03.000 --> 00:47:16.740 Course. Okay, so, yeah. So then you could create so then you can create an item I itemized list of and just add those individual members with of course codes that you want, then you can do that suit for sure. I'm just gonna go 339 00:47:41.070 --> 00:47:43.290 Okay and I'm just going to pick a couple random ones. 340 00:47:47.220 --> 00:47:49.020 I'm going to pick a couple of random ones. 341 00:47:53.580 --> 00:47:56.220 I didn't add the members to the steps of course there's nothing in there. 342 00:48:21.570 --> 00:48:22.020 Well, 343 00:48:25.590 --> 00:48:31.620 I'm not even seeing anything want to find the others. But what's in your only the app trick. Yeah, I was just doing 344 00:48:37.770 --> 00:48:47.880 Their thing. There's something funky probably with my role that I'm not saying this, but basically, that would be how you would go in and change the reading list job. Now, I believe. 345 00:48:50.550 --> 00:48:50.820 It. 346 00:48:52.830 --> 00:49:08.220 Changes a do back date for the list for everything in. So all the items in the list I it should, because the do Baghdad has inherited by the items that I would recommend running it on a course. Yeah. Verify I believe it. 347 00:49:11.340 --> 00:49:20.820 Because if you if you're in a reading list. The thing to keep in mind about a reading list is that the everything was in the citations. 348 00:49:22.110 --> 00:49:22.980 It's probably because they're not have 349 00:49:24.690 --> 00:49:26.070 Anything with in here. 350 00:49:30.330 --> 00:49:42.810 The citations inherits the do back dates from right but only creation. Like if you go right now and manually change that doesn't go to the item, you have to do though is right. 351 00:49:43.860 --> 00:49:54.570 Right. But is it job at will. So I think so. I'm not 100% positive, you may want to verify. But if it doesn't then the way to get around that is to 352 00:49:56.520 --> 00:50:01.710 Do a search for physical items that are 353 00:50:06.210 --> 00:50:06.630 That it was 354 00:50:08.550 --> 00:50:22.500 What's up, be free to set an analytics of all the items associated with the reading and then their creative reporting analytics brains that in the alma as a staff and then run the, the change item information job to change the temporary location. 355 00:50:23.760 --> 00:50:27.150 If it doesn't work with the job and then I'm not 100% 356 00:50:35.550 --> 00:50:44.550 And the thing is is that once you you set this up, then because you want to have to scan and am and, you know, yeah. Well, that's what you do right now he manually go 357 00:50:46.980 --> 00:50:47.250 Item 358 00:50:48.300 --> 00:50:58.050 Yeah, but if you can create a set of them, then if nothing else, creating a set of them and analytics every on the reading list and then doing a bolt of Sarah would probably work to 359 00:51:00.660 --> 00:51:04.590 You know, can you have it on Slack her on 360 00:51:05.970 --> 00:51:07.890 John works. Yeah. 361 00:51:09.450 --> 00:51:14.850 Yeah, yes, I will do that. And the other thing you may want to do as well. 362 00:51:16.440 --> 00:51:28.980 You'll want to do that before you vaccinate him, otherwise you're going to have all those those temporary move across all those restored requests and you'll have to satisfy those before you do anything else. Yeah, usually 363 00:51:33.090 --> 00:51:33.990 Other questions on that. 364 00:51:41.790 --> 00:51:42.210 Okay. 365 00:51:43.380 --> 00:51:48.840 So then, next question I have is about the purging of attachments 366 00:51:49.950 --> 00:52:00.030 And so it was were asked in regards to longtime patrons. Like, for example, if you had a patron or a faculty member who was on campus for 20 plus years, you wouldn't need 20 plus years of attacks. 367 00:52:00.720 --> 00:52:09.270 You wanted to look back on the notice said maybe you want the last year have noticed it would be better for to purge for privacy reasons to as this contains a history. 368 00:52:09.870 --> 00:52:20.430 Of items checked out. So we'd like to know what's the best way to purge attachments, do you need to do it one by one within the patron record or can it be done by boat so 369 00:52:22.770 --> 00:52:24.210 In all my configuration. 370 00:52:26.190 --> 00:52:27.090 under General 371 00:52:29.430 --> 00:52:33.720 under General configuration. There is an option here called letter retention. 372 00:52:36.810 --> 00:52:45.540 You can in here. Add and enable letters so that they are deleted after a certain number of days. 373 00:52:47.730 --> 00:52:49.800 You have it in here. But none of us are enabled. 374 00:52:52.170 --> 00:52:59.550 So you enable whichever ones you want to be purged after however many days right now. It's the retention period of a year. 375 00:53:00.270 --> 00:53:11.010 And then there is a job that runs weekly the letters purge with retention that delete all enabled letters, if they were created more than the configured number of days ago. 376 00:53:12.930 --> 00:53:20.700 So that is how to do that. And I think this is something that probably came in. This is definitely a thing that came in after your life. 377 00:53:23.760 --> 00:53:27.960 Because that would have covered this during the letters. Otherwise, okay. 378 00:53:30.780 --> 00:53:32.400 So then questions on that. 379 00:53:34.590 --> 00:53:39.750 Well that so that will retroactively. Yes, delete that the 380 00:53:40.980 --> 00:53:55.200 Letters after we enabled teaching. Yeah. So if I have if we've got this configured for the last loan letter, for example, the first time it runs, it's going to blitz. Any last loan letter that was sent 366 days or longer. 381 00:53:56.310 --> 00:54:04.650 So the first time it runs is going to probably take a while to the bliss out a bunch of stuff for this job just run automatically or to schedule a different schedule job. 382 00:54:06.180 --> 00:54:07.830 So it would be in the 383 00:54:13.200 --> 00:54:14.580 Calendar schedule. 384 00:54:27.390 --> 00:54:27.690 Okay. 385 00:54:38.340 --> 00:54:38.730 Remember what 386 00:54:56.400 --> 00:54:57.660 10 nine and that one. 387 00:55:06.780 --> 00:55:10.860 I have a feeling that for most of you, this job is probably configured. 388 00:55:13.170 --> 00:55:13.740 To run 389 00:55:16.290 --> 00:55:23.910 Here it is letters purge with attention retention. So this is automatically running. This is one of those where you can't change the date it just runs 390 00:55:24.960 --> 00:55:27.870 It's running but it's not doing anything because all the letters, everything's 391 00:55:28.980 --> 00:55:29.220 Okay. 392 00:55:32.910 --> 00:55:52.980 Note that there is also a user audit purge with retention leads me into the next question, which is the audit tab in the patron records and, more specifically, how and what changes are recorded in the users audit Pam tab and how it can be purchased so 393 00:55:54.360 --> 00:56:00.480 This job runs based upon this length of time that is 394 00:56:01.560 --> 00:56:08.940 Determined in a parameter, because, you know, let's make it a parameter. So under user management. 395 00:56:10.080 --> 00:56:10.860 Other setting. 396 00:56:14.670 --> 00:56:20.370 It is this user audit retention parameter down here user audit retention period. 397 00:56:21.480 --> 00:56:39.180 And so you just it's a number of days. So this will configure what is retained and the user audit tells and it will do is just like the letter the attachments purge it will purge anything in the audit tab that was created, longer than X number of days. 398 00:56:41.340 --> 00:56:46.140 So we don't have anything in there yet. We're going to send number. Yes, number of days. 399 00:56:47.160 --> 00:56:50.250 So like if you want to keep up for three months, you would put nine you 400 00:56:54.960 --> 00:56:56.640 Go back to see how how things got 401 00:56:57.870 --> 00:57:05.760 Totally agree this section. So it's under on the configuration User Management general other settings. 402 00:57:08.820 --> 00:57:09.660 All the way down with the bottom 403 00:57:22.350 --> 00:57:25.890 Library level work. No, this is institutional 404 00:57:30.060 --> 00:57:30.300 And 405 00:57:32.670 --> 00:57:52.620 I don't have that option, you don't have what option and the mapping table or you don't have in the message this parameter. Yeah, that's right. Because I'm at the organizational level, where are you out. So I can't look at it will from in the other settings or whatnot for user management. 406 00:57:54.060 --> 00:57:55.470 Please. Sure. 407 00:58:24.990 --> 00:58:28.020 It shouldn't be isolated the user, be it should just be 408 00:58:37.380 --> 00:58:44.460 Yeah, you should just, I mean the mapping table is a big deal. So, okay, I was, I was going to be super confused. So I'm glad. Wait. 409 00:58:49.140 --> 00:58:49.830 So, 410 00:58:52.080 --> 00:58:53.220 Actually in that I have 411 00:58:55.800 --> 00:58:57.060 I have a number of as 412 00:58:58.200 --> 00:59:02.160 I can, if you give me a user that you're comfortable with a bringing not even to me. 413 00:59:04.230 --> 00:59:08.220 So if you go to name. Okay. All this cash. 414 00:59:18.270 --> 00:59:18.780 Audit 415 00:59:22.170 --> 00:59:24.210 There are 434 lines in here. 416 00:59:26.280 --> 00:59:38.880 All it is, is a lot of it is a collaboration changes, but I think our changes every, every loaded, but it may be, if we popped back a little bit. 417 00:59:39.900 --> 00:59:49.740 There's loan stuff in here to like here is stuff that happens when from the, from the migration loads of various things like that. 418 00:59:52.470 --> 01:00:03.690 But here is a phone number, change, change some other expiration dates stuff, there's probably going to be loan stuff in here to address change email change. 419 01:00:08.730 --> 01:00:16.830 I don't think I've only the information. Yeah, yeah, yeah. So this is going to be changes it user info role. 420 01:00:21.540 --> 01:00:36.150 So I guess that's where you present up which I mean it may be a good idea, especially as your expiration date changes every day, maybe you do purchase on the regular so you don't end up having thousands of lines on the audit tab. 421 01:00:38.940 --> 01:00:39.300 Okay. 422 01:00:40.530 --> 01:00:56.490 So we go. I think it's still to 15 right yeah it is two o'clock I have gone through my stuff on my list. So if you would like. We can play some to jump where you ask me anything about fulfillment and I do my best to answer you. 423 01:00:57.840 --> 01:00:59.460 It may or may not be my favorite part of 424 01:01:00.510 --> 01:01:07.770 Functional workshops because I usually have half an hour at the end and I stand in front of them. And I'm like, Okay. Ask me anything because they're like 425 01:01:10.140 --> 01:01:10.650 What's your got 426 01:01:11.670 --> 01:01:12.090 Earlier. 427 01:01:13.095 --> 01:01:27.060 Notices including like an individual notice for every single thing as opposed to, I noticed that has everything on one given day, there are for how many more about that. What do you look at what do you specifically bring me my every single thing like what do you 428 01:01:31.980 --> 01:01:33.510 ever go off, you got 429 01:01:34.680 --> 01:01:34.950 One. 430 01:01:36.180 --> 01:01:38.310 Female have this book is over. 431 01:01:43.770 --> 01:01:45.090 So that it kind of 432 01:01:46.200 --> 01:01:54.120 There. Yeah. So, so there that is kind of out of the functionality of how that's going to work when things run loss because all my different concatenate 433 01:01:54.960 --> 01:02:07.170 There is an email cold borrowing activity email which sends all of the information about a thing that, that includes loan find sees all that good stuff. 434 01:02:07.860 --> 01:02:23.070 But there isn't really that I know there's not really a way of smashing all of those 60 into one because all it just runs the job and blitzes out the letters as they come. So it's not smart enough there to concatenate 435 01:02:24.690 --> 01:02:27.930 So, I mean, and I don't know if we're 436 01:02:29.760 --> 01:02:35.790 Different than others. I was just looking at her over to Los loan from last night. We did have someone who are 437 01:02:37.800 --> 01:02:44.850 Items went to last and they were they were all one letter. Okay, so there there may be a configuration thing they're happening. 438 01:02:46.200 --> 01:02:47.400 I don't know that I changed. 439 01:02:49.080 --> 01:02:57.240 It may be an end to be. Yeah, that's you may want to look at how your Viola compare how your profiles and setup possibly 440 01:03:00.960 --> 01:03:02.220 See like where do you look 441 01:03:03.300 --> 01:03:03.540 These 442 01:03:05.070 --> 01:03:08.070 Are the overview is supplement or have 443 01:03:09.300 --> 01:03:12.990 What are overdue but heard of love it is individual 444 01:03:14.790 --> 01:03:17.490 And was it overdue. That was grouped together or a law. 445 01:03:18.615 --> 01:03:24.600 Now I'm getting to think maybe I thought it was all last for one faculty member, all I can't go back and check 446 01:03:26.340 --> 01:03:27.450 I'm just curious now. 447 01:03:28.650 --> 01:03:31.590 There's oftentimes I will pop. I look at the 448 01:03:44.880 --> 01:03:47.580 I'm just curious if there is a parameter in there. 449 01:03:51.090 --> 01:03:53.190 Or if it says anything about how this is 450 01:04:15.630 --> 01:04:28.410 Looks or difference though it wouldn't change that so it looks as though it might just be out of the box, how it happened. You may want to file a case and 451 01:04:29.400 --> 01:04:39.210 Because if it is a thing where it's it's that could be potentially seen as a vote is what I'm saying. Because if the overuse are collapsing and the one that the last or not. 452 01:04:39.780 --> 01:04:53.490 You have at it. And the fact that it doesn't do it for last. It may be able to slide into development as above, possibly to try filing a case and gets it may get kicked back as an idea exchange, but 453 01:04:55.440 --> 01:05:04.530 But it's worth the trying to file it as a case because of overdoing do it then it there may be a loophole there to get it through as above, so maybe put that as part of your 454 01:05:05.820 --> 01:05:06.810 All right, exactly. 455 01:05:08.130 --> 01:05:08.400 Why 456 01:05:10.020 --> 01:05:23.370 Am I missing what yet like you know like I was, you know, not even go a little bit farther and be like my overproduced do this, but my last don't. Am I missing a configuration somewhere so that it sounds like you know 457 01:05:24.720 --> 01:05:29.130 This is how that's how I would present, it may be easier to get an elevated about life. 458 01:05:35.280 --> 01:05:35.850 Anything else 459 01:05:37.530 --> 01:05:39.240 Okay, I'll have to you. 460 01:05:41.100 --> 01:05:48.060 I feel you. Question. Okay, cool. Where are you at, I will try to open your, you know, we don't have it will just pretend 461 01:05:48.720 --> 01:05:57.090 So what happened was somehow we have a bunch of duplicate to us at the institution level in the library levels are they research sharing 462 01:05:57.900 --> 01:06:07.230 Okay, because I've made those deliberately. I'm like, Yeah, I know. Just. Okay. So is there an easy way or do you know have a Wayne because 463 01:06:07.980 --> 01:06:14.460 I've renamed them all so that way I know which institution level, which I pray, level one. Is there an easy way to tell 464 01:06:15.030 --> 01:06:32.190 If anything is using you know which ones are using without going through fulfillment rule individually and kind of checking words pointed to. So what you can do is if you right click on the individual to you, you can say show related fulfillment unit. 465 01:06:33.960 --> 01:06:36.870 And so then you can see what's associated with it. 466 01:06:38.520 --> 01:06:43.650 And then you can go into the rule and change it to be the institution one and then Blitz help the life 467 01:06:44.520 --> 01:06:51.510 Also Li except for resource sharing, which has its own special thing you really should always if you can 468 01:06:51.900 --> 01:07:02.250 Do your terms of use and fulfilling units and everything on the institution level, it makes management so much easier. There's a bunch of stuff that set up on the library level because 469 01:07:02.790 --> 01:07:15.360 Resource Sharing with the ISO models, the peer to peer that y'all have that happens at the library levels and you have to have policies at the library level, but with the exception of that I strongly recommend you have everything on the institution. 470 01:07:17.550 --> 01:07:26.370 Unless you have some special snowflake. No, because actually, you can create rules based on location. So there's no reason to have library specific 471 01:07:26.790 --> 01:07:35.460 Rules, you can do everything you're to you can all be at the institution level and then you can use your the parameters to limit specific libraries. 472 01:07:38.220 --> 01:07:39.540 Oh, it probably was that 473 01:07:40.890 --> 01:07:58.680 I realized after the fact. I had gone in a mother configuring library level. I forgot your back when I found them. And there's there's all kinds of lack of digital stuff do at the beginning right and go live. And then about six months to a year later, they're 474 01:07:59.760 --> 01:08:06.060 There and I come across them allow one of doing it for services because that's one of the things they do is I look at your thing. And we said, I'm like, 475 01:08:06.870 --> 01:08:17.160 You only want to consider changing that, you know, just because you you do stuff when you're figuring it out. And then you forget that you did this weird thing. And then you're, you know, so yeah. 476 01:08:21.990 --> 01:08:22.680 Other questions. 477 01:08:43.980 --> 01:08:52.170 Too. So we have walking patron functionality and suddenly we were discussing earlier was which patrons. 478 01:08:53.640 --> 01:09:04.500 Which users are eligible walk in user functionality another campus. Is there a way to define that, not by each institution but through the network them so that each library doesn't 479 01:09:07.680 --> 01:09:16.020 Know, okay. Because, and here's why. Because the user groups because restricted user by user group user groups are defined in the eyes. 480 01:09:16.500 --> 01:09:27.870 The NZ doesn't have a window into each institutions user groups. So unlike you know the terms of use for research sharing. I can fix those on the network zone or they did not want to make them 35 481 01:09:28.350 --> 01:09:38.940 Times. It was gonna, I was going to cry. So like that kind of stuff you can do in the network, though. But anything that requires a window into the data. Unfortunately, it's not possible. 482 01:09:40.590 --> 01:09:41.730 But it will be awesome because 483 01:09:45.540 --> 01:09:55.200 I don't think that it would even come to the idea exchange as it wouldn't. I don't think it'd be a possibility, simply because when you can try, but I don't see. I think it would cost too many development points for 484 01:09:55.740 --> 01:10:06.690 I think because it would involve the ability to be able to keep his every single institution to get those user code. And I think that would just be a drain on the system resources wise. 485 01:10:10.710 --> 01:10:15.030 Find another question we have in this request to us. 486 01:10:18.840 --> 01:10:22.350 There's the option to automatically converts to refresh. 487 01:10:23.940 --> 01:10:25.710 Or what triggers that without any more. 488 01:10:34.050 --> 01:10:40.830 Anyone. Yeah, I know what you're talking about the automatically convert to resource sharing so I 489 01:10:41.910 --> 01:10:46.470 I'm gonna look i'm going to be totally transparent and look in the online help for this because 490 01:10:47.580 --> 01:10:48.240 No, because 491 01:10:49.980 --> 01:10:50.280 Helpful things 492 01:10:52.170 --> 01:10:55.350 Because I, I never 493 01:10:56.580 --> 01:11:08.430 I personally didn't go into this when I was, you know, we have the same resource during thing is you and and that's because I tend to Lucky bounce off up. I tend to football. 494 01:11:12.870 --> 01:11:13.500 Call into the 495 01:11:15.210 --> 01:11:23.850 Baking Peter is often if it's going to take longer, or what have you, because you can automatically convert regular request to to see if you plus request. 496 01:11:24.390 --> 01:11:35.790 Or you can automatically convert TSU plus to Elliot through lender of last resort or what have you. But if your student is working on a paper that do tomorrow. 497 01:11:36.300 --> 01:11:40.140 They're going to want to wait three days for the CSU plus to show up. 498 01:11:40.770 --> 01:11:51.660 And then you put in all this work to automatically convert it and someone's wouldn't pulled it from a partner institution. It's gone on the career and it showed up and the student doesn't give a rip because they already turned in the paper. 499 01:11:52.500 --> 01:12:11.610 So I, and it's the same with IOS. So I tend to be in the camp of don't convert it to resource sharing instead send a cancellation and let the students into it. That's where I fall down. That's where kind of icefall in but I will talk about what that 500 01:12:14.970 --> 01:12:25.860 how that looks. That looks like where ideas I sent individual email to tell them with Korea I've we can all find that located in our library and you can contact me. 501 01:12:28.230 --> 01:12:32.250 Plus words into my vegan freak hide presented 502 01:12:34.440 --> 01:12:36.750 As well, saying, No, I don't need it anymore. 503 01:12:38.430 --> 01:12:57.270 I was thinking about that for once you come up to the field, but do we can. So the regulars request and your own library or not because the next hour, and other people found this and the you cancel this and the two ways of three days to 504 01:13:00.120 --> 01:13:07.200 You know, be a policy decision you know as to whether or not. Once you've created the CSU plus and kick off that process. If you want to counsel that 505 01:13:08.520 --> 01:13:09.450 So that would be just a 506 01:13:10.830 --> 01:13:20.040 Few and not emanates when you allow your request. Right. Yeah. Yeah, it looks like the automatic conversion only happens 507 01:13:21.090 --> 01:13:24.240 If the request is expired. 508 01:13:27.180 --> 01:13:35.340 Or be calculated risk calculated after an inventory update the missing that I write that we were talking about with Julie. I tell myself and 509 01:13:36.000 --> 01:13:48.390 Like doing just a straight cancellation. It doesn't automatically. So yeah, right. So if it sits up there for seven days we haven't found the book and it will cancel it. So what a few marking the item is nothing. Yeah. 510 01:13:51.960 --> 01:13:55.080 It didn't suffer but it wouldn't be until the job run 511 01:13:56.310 --> 01:14:12.480 Run because they wouldn't have to what we were talking about before having can convert and market is missing. That's what you could do both at once. Yeah. Yeah. I think we, we were looking at me to work. So we thought most requests in the morning actually make it, you know. 512 01:14:13.590 --> 01:14:17.310 Send to the next morning and we might even get a hand. 513 01:14:19.140 --> 01:14:24.510 Right, sure, it looks like it says it uses the same letter is the one when you meander reconverted 514 01:14:27.750 --> 01:14:35.580 So yeah, and I think that, you know, because you guys have so many institutions that are so close that are relatively close to each other. 515 01:14:36.150 --> 01:14:48.480 I my soapbox is probably less applicable than it was when I was up the Alliance, which is more which you know like institutions are little more far flung and it was generally a three day turnaround also because our courier stuff and we 516 01:14:52.440 --> 01:14:57.930 Love it. And they'll make it more. And that's, that's great art career in the alliance always three 517 01:15:00.810 --> 01:15:02.280 Yeah, Robert. 518 01:15:05.880 --> 01:15:07.080 No way to aggregate 519 01:15:08.190 --> 01:15:08.580 Oh, yeah. 520 01:15:19.980 --> 01:15:27.240 Totally like I did confirm it. They were lost those stores are aggregating these are, this is probably 521 01:15:30.030 --> 01:15:32.070 But there's going to be our last question for actually 522 01:15:35.400 --> 01:15:36.000 Want to break 523 01:15:45.720 --> 01:15:48.540 Is it in an article or in the knowledge 524 01:15:51.300 --> 01:15:54.120 But is it like in the online help or is it in the article various 525 01:16:06.780 --> 01:16:09.690 It was an article. That's why I wasn't finding it because I was searching 526 01:16:13.425 --> 01:16:13.830 Because I 527 01:16:16.440 --> 01:16:19.020 Feel like I've gotten really good at navigating the knowledge 528 01:16:26.880 --> 01:16:27.600 So, 529 01:16:28.740 --> 01:16:29.340 Enable 530 01:16:34.110 --> 01:16:37.140 Letters to be using aggregated form. 531 01:16:38.370 --> 01:16:44.400 So it needs to be. You need to deactivate the loft low notification letter in the last low letter. 532 01:16:45.420 --> 01:16:53.520 And instead have it be the full overdoing last loan and the full overdoing last notification than last so it looks like 533 01:17:10.020 --> 01:17:10.830 So yeah, so 534 01:17:12.090 --> 01:17:17.130 Out of the how to do that to me when a piece about yourself and figures. Look at your settings and stuff. 535 01:17:22.140 --> 01:17:23.100 65 things 536 01:17:24.120 --> 01:17:24.540 And then 537 01:17:30.330 --> 01:17:31.680 Six weeks or whatever you're 538 01:17:37.590 --> 01:17:39.630 Like my something on our like of course