Reserves

Goal: 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.

Contact: Email to Cathe (Access Services Coordinator at Cal Poly SLO) at colson05@calpoly.edu with any questions, concerns, issues you want looked into, or insights on reserve processes.

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–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 3/6/17
• Taking items off reserve at end of term: Brief items created in the reading list do NOT get triggered to come off of reserve at the course end date since they are not in a temporary move status like library items. Workaround is to create a permanent/inactive location where they can reside when not on course reserve and then do a temporary move into the course reserve location. Details are in Personal Copies Issues and Solutions and End of Course Workflow Pages. COMPLETE 3/6/17
  
• 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 YET though it is on their roadmap. Solution: Came up with instructions to create a course reserves checked out and due up to the prior day. COMPLETE 3/6/17
• Overnight loans due ONE HOUR after opening: Solution: 

  In Alma, items can only be due at opening or closing or at a relative time period from checkout—so to set up items to be due one hour AFTER opening, you configure the item to be due at next opening time and “fudge” the opening time in the configuration to one hour later than you actual open. This will not affect items checked out that morning.   COMPLETE

• Reactivating a course/reading list workflow tested and documented. COMPLETE 3/6/17
• Primo display Issues:
  • –Both suppressed and unsuppressed brief item records created through the reading list for instructor personal items show up in Primo Searches (both in course reserves and in library searches). For some reason when you check the suppress from discovery box in the "create brief item" screen, it doesn't flag the item to not be published.
  • Discovery group needed to add normalization rules to make course restricted work. It should be in place now. materials. 
  • SEARCHABLE IDs on Course NOT SHOWING UP in Primo. This has been reported to Discovery Group 3/6/17. They need to put in the normalization rules. IN PROGRESS

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

Project Team