| Item | Who | Notes |
|---|
| Introduce group members | Christine Evans Cathe Olson (Unlicensed)athe Olson | |
| Alma Demo (View recording) | | - Alma Shelf Report-you can scan a section and in the stacks, load the barcodes into Alma, and get a report of 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) | | - 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 | | |
| What’s going well? What’s making you crazy? Questions? | Mallory DeBartolo 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
- . 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
- 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
- check-ins (other than hourly items) at the circ desk and having the
- check-in person take a load of
- returns to a quiet, uninterrupted spot so the person scanning can concentrate on watching the screen.
- Cathe Olson (Unlicensed) 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
- functionality is working well–except 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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