Reserves Functional Call Agenda 3/16/17

Owned by Cathe Olson (Unlicensed)
Mar 16, 2017

(Cathe)

Demonstration of Creating Course/Reading List /Citations (personal copies and library copies), and incorporating solutions for:

  • Personal copies end up on pick from shelf list at end of term
  • Personal copies will be suppressed from Primo when course is inactive
  • Courses that have sections that require different reading lists can be accommodated

Managing Exceptions

  • Permanent Reserves
  • Multiple copies of a personal instructor item
  • Exact same materials/reading lists used for Multiple Courses
  • Overnight Course Reserves Due One Hour After Opening

 Tools

  • Course reserve report overdue report workaround (combined sets)
  • Recall Work order when item needed for reserves is checked out

Wiki (https://calstate.atlassian.net/wiki/display/ULMSA/Reserves)

  • Documentation on CONFIGURATION and WORKFLOWS for:
    • Configuring course reserves by location rather than policy
    • Course Reserve Overdue Report Workaround
    • Course Restricted (Personal Copies: Issues and Solutions)
    • “Inactive” Course Reserve location (Personal Copies: Issues and Solutions)
    • Reactivating a Course
    • Recalls
    • Basic Workflow

 

(Laurie)

Course Reserves APIs - https://developers.exlibrisgroup.com/alma/apis/courses

Scheduled jobs

Job 1: Activate/Deactivate Courses

Changes the statuses of courses to be aligned with their start and end dates. When activating courses, this job republishes all bibliographic data with the course data. When deactivating courses, this job republishes all bibliographic data without the course data.

This job also handles special course material by suppressing or deleting items created only for the course. For detailed information on courses, see Managing Courses.

 Job 2: Requests – Restore Temporarily Shelved Items

Creates restore item requests on all temporarily shelved items whose due back date is the current day or earlier. This informs the circulation desk operators at these locations to restore the items to their permanent locations. For more information on this job, see Viewing Restore Request Jobs. For information on configuring this job, see Configuring Fulfillment Jobs.

These items may include:

--Reading list items for a course that ended

--Items that were removed temporarily, such as a resource that was removed while a course was ongoing and the resource is now due to be returned

 

Analytics Report to Print list of Titles to Come off Reserve in COURSE CODE ORDER

 

Fulfillment Configuration

  • Processing departments - somewhat different than academic.  Adding a department starts a wizard for creating a department very much like a work order.
  • Academic Departments - simple code table.  Can change descriptions of existing departments , you can add new academic codes/departments to this table.
  • Course Terms - You can change descriptions of existing terms.  You cannot add new. The most you can do is change description. ExL must add new for you.  To enable better analytics based on the known list of codes. 
  • Additional Fields—find info in documentation:
    • List Citation Statuses
    • Citation Attribute Types
    • Citation Attributes
    • Citation Attributes To Citation Attributes Types
    • Default Copyright Status
    • Locate Citation by fields
    • Tags
    • Tag Mapping