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Date

Meeting recording

https://calpoly.zoom.us/recording/share/hoi8zeL2G6M6T39zuS_8tlameTDUOwlT3abTdSth3SOwIumekTziMw

Discussion items

ItemWhoNotes
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
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
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 a suggestion for configurable popup notes in idea exchange that we can add to/vote on: https://ideas.exlibrisgroup.com/forums/30813-alma/suggestions/15987739-configurable-pop-up-notes 
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