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Overall Status In Progress

 Items Addressed (see separate documents for details): 

  • Lag time publishing new course reserves from Alma to Primo 

  • E-reserves 

  • Difficulty of determining checkout periods in Alma Reading Lists and Primo 

  • Course reserve waitlists/holds 

  • Migrating library materials on reserve to come over with temporary AND permanent locations. (Script written by Sarina. Need campuses to test. Possibly CPSLO and Northridge) 

  • Automated feed of courses from LMS to Alma. There is a systems task force working on this. 

  • Course Reserves Recommended Workflow, including library materials, instructor copies, materials on reserve for multiple courses, permanent reserves, etc.: IN PROGRESS–waiting for answers to questions from EXLlibrisIN PROGRESS–There have been multiple issues to figure out. Hope to have this done soon.
  • Personal Copies–issues and solutions. See details for configuration and workflows in separate document. COMPLETE
  • Taking items of reserve at end of term: IN PROGRESS–waiting for answers to questions from EXLlibris.--testing
  • Primo display–Both suppressed and unsuppressed brief item records for instructor personal items show up in Primo Searches (both in course reserves and in library searches).Am now testing the "course restricted" option to see if that will work best for personal instructor-loaned materials. IN PROGRESS
  • How to place recalls when items needed for course reserves are checked out. This needs to be done with a work order. Instrucctors are in separate document. COMPLETE
  • Overdue Course Reserves Report (used to check shelf to make sure we didn't miss checking any in). Not available through Alma Analytics so seeing if we can create a "set" to do this.–IN PROGRESS

Items not addressed, but could be pursued if there is interest: IN PROGRESS 

  • Fees: Since CSUs do not sure course reserves, we did not think we needed to pursue uniform fees. 

  • Booking course reserve materials: We did not see the usefulness of this feature, as it could tie up a course reserve item with no guarantee that the “booker” would show up for the item. 

  • Instructor-entered reading lists. 





Project Team

RoleName
Sponsor


Project Lead/CoordinatorCathe Olson - SLO
Team Members

Guadalupe Esquivel - San Bernardino

Bill Folden - Humboldt

Ross Kendall - Northridge

Adrian Montano - San Diego

Cathe Olson - SLO

Dan Palodichuk - Los Angeles

Emmanuel Salazar - San Bernardino

Vendor Contacts


Informed / Other Stakeholders


Why are we doing this?

To find solutions for placing materials on reserves both electronically and physically using ALMA, and to make sure the work displayed in PRIMO is useful and recognizable to both Patron and Library Personnel. 

Goals


Scope


Related Activities

  • Weekly meetings will be on Tuesdays from 3 – 4 pm via Zoom.

  • We began drafting a list of topics that we want to consider/discuss regarding course reserves. All committee members should submit additional topics before our next meeting so we can discuss, prune, and prioritize the list at the next meeting.

  • Come up with items that you wanted added to the list of topics we want the task force to consider. Email to Cathe at colson05@calpoly.edu before the next meeting.

  • Please see attachments for Reserve updates.