| Item | Who | Notes |
|---|
| Introduce group members | | |
| Alma Demo (View recording) | Kevin Phillips | - Alma Shelf Report-scan a section and load the barcodes into Alma
- Custom shelf reading report that gives specific visual representation, making it easy to find and correct items out of order
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| Analytics Demo (View recording) | Christine Evans and Mallory DeBartolo | - Shared Report Folder in Analytics: Shared/Community/Reports/Institutions/CalState/Fulfillment
- Verified-have been tested to work at any institution
- Unverified-put reports you think may be helpful to others and FFC will test and move to verified
- Report to identify Patrons who owe over $x.xx amount before a particular date
- Two versions: with prompt and without prompt
- Embedded report-demo how to copy and customize
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| Update on group's progress | Cathe Olson | |
| What’s going well? What’s making you crazy? Questions? | Mallory DeBartolo (Unlicensed)athe Olson | - For those with Bursar integration, how do you prevent patrons from checking out items until fines are paid.
- Troy (San Diego) says they don't normally block checkouts because they know the student will have to pay their fine or it will go to collection, but if they do want to block (e.g. expensive equipment), he will place a manual block on account.
- Issue of too many popups and that they are cleared when another item is scanned and the scanned in item is not checked in.
- SLO and San Jose have worked around this by not doing checkins (other than hourly items) at the circ desk and having the checkin person take a load of items to be checked in to a quiet, uninterrupted spot so the person scanning can concentrate on watching the screen.
- Suggestion to put in an idea exchange idea Mallory found Idea Exchange idea. Cathe Olson (Unlicensed) will pursue and let the group know so they can comment and vote.
- There is a suggestion for configurable popup notes in idea exchange Idea Exchange that we can add to/vote on but it seems to have a different focus than what we discussed: https://ideas.exlibrisgroup.com/forums/30813-alma/suggestions/15987739-configurable-pop-up-notes
- Proxy functionality is working well–except for issue that there is no way to set an expiration date.
- Cathe demo'd how to set up a proxy and how to check out to a proxy.
- Several shared their proxy registration forms:
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