| 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 in the stacks, load the barcodes into Alma, and get a report if 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
|
| 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 they think may be helpful to others. 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.
- Explanation of embedded report and demo of how to copy and customize.
|
| 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 they are cleared when another item is scanned and the scanned in item is not checked in.
- Proxy 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:
|