Item | Who | Notes |
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Introduce group members | | |
Alma Demo (View recording) | Kevin Phillips | - Alma Shelf Report-you can scan a section and in the stacks, load the barcodes into Alma, and get a report if missing items found, items out of place
- 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-: These have been tested to work at any institution
- Unverified-: Anyone can put reports you they think may be helpful to others and . FFC will test and move to verified folder.
- Report to identify Patrons who owe over $x.xx amount before a particular date
- Two versions: with prompt and without prompt.
- Embedded Explanation of embedded report -and demo of 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 - . 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 - check-ins (other than hourly items) at the circ desk and having the
checkin - check-in person take a load of
items to be checked in - returns to a quiet, uninterrupted spot so the person scanning can concentrate on watching the screen.
Suggestion to put in an Idea Exchange idea. will pursue - will put a post an Idea Exchange and let the group know so they can comment and vote.
- There is a suggestion for configurable popup notes in Idea Exchange
that we can add to/vote on - 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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