2018-09-25 Open forum

Owned by Cathe Olson (Unlicensed)
Last updated: Dec 09, 2024 by Chris Lee
2 min read

Date

Sep 25, 2018

Meeting recording

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

Discussion items

Item

Who

Notes

Item

Who

Notes

Introduce group members

@Cathe Olson (Unlicensed)

  •  

    • Cathe Olson, San Luis Obispo (Chair)

    • Natasha Allen, San Jose

    • Christine Evans, Fresno 

    • Jamie Lamberti, San Francisco

    • Kevin Phillips, Fullerton

    • Matthew Prutsman, Los Angeles

    • Mallory DeBartolo, Chancellor's Office

Alma Demo (View recording)

@Kevin Phillips (Unlicensed)

  • Alma Shelf Report-you can scan a section 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.

Analytics Demo (View recording)

@Christine Evans (Unlicensed) and @Mallory DeBartolo (Unlicensed)

  • 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

@Cathe Olson (Unlicensed)

What’s going well? What’s making you crazy? Questions?

@Cathe Olson (Unlicensed)

  • 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 Idea Exchange but it seems to have a different focus than what we discussed: https://ideas.exlibrisgroup.com/forums/30813-alma/suggestions/15987739-configurable-pop-up-notes 

  • 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: