2019-04-09 Meeting Notes

Alma Enhancement Voting Round One

Alma/Primo Enhancement Cycle 2019-2020

• FFC met 4/8 to finalize our recommended enhancements for voting.
• Cathe sent out top 10 enhancements to Fulfillment listserv.
• Please complete CO survey by Friday 4/12.

CSU Walkin Recommendations

• Do we want to recommend a loan period? This was not included in the document.
• Cathe will look and see if we made any recommendation on this in the past.
• Natasha will speak with Joe and come up with a recommendation which we will add to the document that the ULMS steering committee will review this month.

Reserve Analytics Update

https://docs.google.com/document/d/1gZy-BA_3lMGlqy8hycG7G-6h4Dx5bhBZxvu79YyBRXg/edit

CSU+ Damaged Items Standards

https://docs.google.com/document/d/1sbejoZ-dgW_sRX9xh9L0OXR1E4qWe_HQZx91fDI7KEI/edit?disco=AAAACunpoMs&usp_dm=false&ts=5c929906

Natasha will check to see if document is ready, then FFC will review one more time.

• We will hold the Open Forum on 5/7–after Eluna.
• Cathe will send out save the date to Access Services listserv.

We’ve been asked to submit an Idea Exchange on Lost and Paid credit on found books.

• What do we want to happen?
• Give a choice whether or not to create a credit upon return?
• Anyone want to take this on?
• FFC will ask Jamie/Kirstie

• Email received: I do not know what enhancements you are voting on, but I wanted to suggest one that would make my scheduled reports more usable. When creating an analytics object that is sent out as a scheduled report, my only options are delivery as a PDF, Excel, or Text file. If we could have the added option of export as a .CSV file, I would be able to sort my report. Currently, it exports in Excel and merges identical cells in a column. This makes my report almost unusable as I cannot sort it. Please consider this for an enhancement idea if it is not already listed.
• Mallory will reply to person who asked question, should be able to set this up in the original report.

• Cathe was asked to add a link to a survey from return receipt based on criteria (either location or item policy). Has anyone done this--do you have an example I could use?
• Matthew will send example of our hold shelf pickup cancellation letter.
• At SLO, course info not showing up on some items in OneSearch for things that are on reserve #00649878:

• Was told it’s because of the dedup process
• ExL suggested solution is to move course info to local fields. They said it just requires a change in Primo normalization rules-no change in Alma.
• We often need to look up items in OneSearch to see what course it’s on reserve for since that is the way we shelve CRs.
• Has anyone else run across this issue? Has anyone changed their norm rules?
• No one else has noticed it, but it could possibly be an issue that is affecting all campuses.
• Cathe will talk to David Walker and see if there needs to be a system-wide solution.
• Mallory went on a journey, into the sandbox, to set up a resource sharing test environment, which has proved very difficult. Suggestions were given.