Alma Chat Transcript 2/9/17

Owned by brandon dudley (Unlicensed)
Last updated: Aug 17, 2017 by Mallory DeBartolo (Unlicensed)
3 min read

20170209 Alma functional call chat transcript

from Bill Folden _HSU to Everyone:

Is there a way to automate fines/fees are sent via Alma for locally create users (internal)?

from Bill Folden _HSU to Everyone:

Similar to external users via the bursar

from Bill Folden _HSU to Everyone:

export fines to cashiers

from Bill Folden _HSU to Everyone:

correct

from Bill Folden _HSU to Everyone:

I'm good at bringing up thorny stuff :)

from Bill Folden _HSU to Everyone:

Thanks.

from CSUSB Circ to Everyone:

Where did that reason why it was waived show up if we wondered at a later time?

from Bill Folden _HSU to Everyone:

Awesome!

from Troy Compton (SDSU) to Everyone:

If an fine is closed from being sent over to cashiers, how can a credit be sent if we would like to waive a fine.

from julie kowalewski Ward to Everyone:

Thanks!

from Troy Compton (SDSU) (privately):

Hi dolph,  will that work flow change in the future? I understand we are pushing off responsibility for collecting fines, but when items are billed and then returned the library would still have to contact cashiers. Or if there was a fine created in error because we never checked in a item that was sitting on a shelf, which is seen a sometimes with course reserves.

to Troy Compton (SDSU) (privately):

Hi Troy - there aren't plans to change the design -- and again, there is a way to push a credit to the bursar if an error does get made at the desk.  The bursar profile also includes date thresholds to give staff time to catch human error, if desired.

from Troy Compton (SDSU) (privately):

ok. awesome. thank you dolph.

from Humboldt State U. to Everyone:

could you do that report to just do a count?

from julie kowalewski Ward to Everyone:

No that

from julie kowalewski Ward to Everyone:

is clear

from julie kowalewski Ward to Everyone:

thanks

from Humboldt State U. to Everyone:

yes

from Humboldt State U. to Everyone:

ok

from Humboldt State U. to Everyone:

thanks

from Matthew Prutsman to Everyone:

if you send the item to a temp location

from Matthew Prutsman to Everyone:

of missing

from Matthew Prutsman to Everyone:

what happens if it is found "accidentally"?

from Matthew Prutsman to Everyone:

great, thanks!

from julie kowalewski Ward to Everyone:

Can the note be added to a whole group of items?

from julie kowalewski Ward to Everyone:

Ok.  Very helpful\

from Christina (CSUCI) to Everyone:

curious on this

from Christina (CSUCI) to Everyone:

will this allow you to see who had the item checked out

from Christina (CSUCI) to Everyone:

prior

from Christina (CSUCI) to Everyone:

yes... but presumably the item is checked in when it got lost

from julie kowalewski Ward to Everyone:

We are not currently anonymizing

from Christina (CSUCI) to Everyone:

got it thanks megan

from julie kowalewski Ward to Everyone:

If we choose to anonymize - do we lose even the last borrower?

from Dolph Chaney to Everyone:

ex.

from Dolph Chaney to Everyone:

Status   Active Inactive Anonymize item loans       Loan Anonymization Rules

Anonymize fines and fees  

Anonymize resource sharing requests  

Schedule  

Every day at 23:00

 

from julie kowalewski Ward to Everyone:

That would be great

from Christina (CSUCI) to Everyone:

oh awesome

from Christina (CSUCI) to Everyone:

i would

from julie kowalewski Ward to Everyone:

Very smart of us! :-)

from Sacramento State to Everyone:

Teeple

from julie kowalewski Ward to Everyone:

Very helpful.  Thanks.

from Jodi (privately):

Is the ratio refunded used very much then?

from Jodi (privately):

Is it generally 100% then?

from Christina (CSUCI) to Everyone:

thanks megan

from Jodi (privately):

oops. I thought that was to everyone...

from CSUSB Circ to Everyone:

Can you set a time limit on refunding the money for lost items? Say a year and then no refunds?

from Cal Poly SLO to Everyone:

thank you.

to Jodi (privately):

Hi Jodi: just about everybody does 0% or 100%.

from Jodi (privately):

Thanks

from Matthew Prutsman to Everyone:

thank you!!

from Mark B. (Los Angeles) to Everyone:

Thank you Megan and Dolph.

from Ian Chan to Everyone:

thank you

from Bill Folden _HSU to Everyone:

do you have to leave the item checked out to the patron to get a refun

from Humboldt State U. to Everyone:

Thanks guys.

from Megan Drake to Everyone:

Bill - Lost items stay checked out on the patron record

from Megan Drake to Everyone:

So it's automatic

from Bill Folden _HSU to Everyone:

k