Okay so we are recording
Alright.
So my spiel. For those of you who don't know me, my name is Megan Drake.
I am now a senior implementation insult and was actually I have been up until relatively recently being Alma and primo implementation. I was your primary on the person. So I talked to you a lot. You're probably very familiar with my voice during the implementation process.
I now do
Special Projects, so I do more project implementation of research sharing networks or various other things after institution is live.
On for on lower primo and then I do the onsite functional workshops and I do expert services.
But it's just where I come in and sit with y'all for three days. It was a live institution for three days and
Talk about your workflows and how you can improve things and what you may consider changing or fixing or configuration options. I just got I did. I went and visited Channel Islands. So it was good. It was really good.
So that's what I do. Before I joined a flavors. I was assistant librarian at the orbits cascade Atlanta Pacific University. I'm I
Shared our implementation team. And then our in our institution was the first book alive. And then I was a member of shared or was a representative to every single functional area group.
So I'm the one that I did share was the discovery and delivery working group. So like primo and fulfillment stuff is kind of in my jam from the beginning.
I mentioned that, because before I joined. I was all a dream, over to you. So I have sat on your side as well as on this side. So like I always try to leave with us so that people know that like I have been there done that experience.
I've been live so I have all of that said
I tend to those of you may remember this from the implementation. I tend to play things pretty fast and loose.
As far as talking and presentation go I'm completely and totally 100% fine with being interrupted asked me questions, please ask me questions like, I really enjoy talking about workflows and figuring out how things can be better.
You may ask me a question and I may push back with why, why do you want to do that. Why are you talking about that. It's not because I think that your workflow decisions are bad and you should be ashamed.
It's because I am trying to get to the root cause, because even even now, at this point, people try to show millennium or Sierra or Voyager workflows are processes into the, on the whole, and there may be a different way of accomplishing it's worth the work
I also tend to do it was her Catholic. I'm a little bit glitchy if it's too much. Please let me know I will back it off.
I tend to break an imaginary so buffs and stand on and lecture. People sometimes if you
Tap on one of those things. But normally, that's an acquisition fulfillment. I don't have a lot of okay
So I've got a list of
That I got from the working group that I'm just going to kind of go through and
Talk about display work through and what have you. I have a feeling, we'll probably have time at the end or what I commonly referred to as a session where you can basically asked me anything around the topical area we're talking about and I will do my best to answer you.
So,
The first question that I have is regarding the last loan profiles. And the question is specifically talking about how to test the last little profile after making a change
So there's not really like an overt workflow.
You know, a mock run of, like, you know, report only or test or what have you. So what I would recommend doing. And let's just open up the overdoing loss on profile.
Also, I'm using Cal Poly SLO because they volunteers to be the guinea pig throughout the day. I do have a few other credentials here that I pulled for resource sharing purposes.
I don't have my giant long list of every institution. When I can pop into anymore because we've internally changed the way that we log into customer environments. And so I would need to have the VPN.
In order to be able to do that our internal VPN. And that's just that way lies madness when I'm traveling. So these are who I have, I can pop into some of Pomona Sacramento, San Diego, San Jose and San Luis Obispo. If you are not one of those people. You are not one of my favorites of her
I'm just going to move these things that you can see a little bit easier, what they are. Okay, so
There are a number of these that are configure here at SLO so I'm just going to keep at. And you'll notice that we've got overdue notification type one, they have an odor for over New those types to configure it. And then there's a bunch of changed a lot.
So if you look at the overdue notification type one
This is your standard overdue stuff right so it's got that it is it sends an open, it's going to be sending a notification this create overdue.
Loan files. I always point that out because this does not create the overdue fines. This creates a fine for sending them the email. It's a separate. So if you're getting weird signs accrued it's because you have this box.
Okay.
This is said to be 14 days after the due dates for all of these user groups for. So basically what this is doing is for all these user group and all these locations 14 days after the thing is do
Send an overdue notification of type one. So the reason I'm calling this type out is because you can configure multiple types. So if, for example, you want to have
Different wording go out to your faculty members special snowflakes. You could create or you want to have different wording for your reserves materials, which is what they have here.
You can create. So this is isolated just the reserve location, they are creating a notification of overdue notification types to
You then can go in to your letters. There are five different over you overdo notification letters 12345 so you can customize number two to be appropriate to the reserves and then you also need to make sure and this is where. Let's see if it is
The other thing you need to make sure of is you need to go in here fulfillment unit.
And in the rules.
You will want to have the to you.
Associated with
If it's going to be charging a fine. You'll need to associate it was overdue notification types to because when you are starting to use. So if your
If you're renewals at SLO are not accruing finds that you would expect. I would recommend looking at this, it may be that the overdue specific notification profile fine is coming up.
So you'll just need to look at that. This also maybe the fine that's created when you send the email. So it's one of those little nebulous areas so that since we were talking about this. I just want to show that. And there was also
There's also bleeds into the other question, which is the configurations for the notifications overdue last Lone Pine and blocked so the overdue last last sign is configured in the terms of us.
Here and these overdue notification type fine. And again, these are the ones that are charged essentially for sending the email. It's not the same as the overdue that accrues for open our eyes are open days or however you do it.
So that's that one.
Okay.
And as far as casting goes to overdo.
My suggestion is basically when you're creating a new overdue thing.
Put in early like you're creating letters or whatever, create how to test user
That has some sort of a test user group that is isolated to that user. And then you can use that user as you're getting things make stuff go last.
Have your new last overdue for a while, isolated only to that user group so that you can test it to that test user without blasting it out to everyone.
That's how I would recommend doing that. There's not really an easier way really
If you want to test the full processes is does this 14 days after what have you.
If you're doing it by location you could then checking out to that location to that user.
Okay, so that's that.
The questions will not
Totally that you just want to make sure its billing correctly. So you want to make sure it's getting to that stage, can you check something out and make it do like that day or tomorrow or something just to speed along the prophet. Totally. I won't mess it up. Yeah, if I was
I'll just use
The teaser.
Mostly because there's no
So if I was to check something out to myself.
Who remembers why use. The Big Lebowski anyone
Brandon, you don't even remember.
Yes.
Hi.
It's because everyone runs around like a chicken little freaking out all the time and you need to be the dude. The dude abides.
Always use it without getting I have happy. So when remember
So when you check it out.
You can right click or click on the ellipses to change the due date and sort of forced the process.
I don't remember who asks us, it was over in this direction. Okay, I'm going to return this now those
Monkeys and
I love that this coffee thing shows up. Now it's in the future.
Don't even have to read
Some cool show weight and I asked sweets.
While I'm talking about like fun little new features. I don't know if you guys know about this because this was a thing I learned when I was on site somewhere I go to bed at a lot of if you click on this little carrot. This works like the search and the configuration menu.
So you can search to find where a thing of hiding and all those main links to
Is pretty cool because yeah
I was stoked about that and it hides like it's just, who knows what that is. So, that's okay.
Um, so
Let's go into this so that this covers how to test the notion
Found. Oh, right. So,
The letters are the notifications are the letters. So if I go in here and the letter email. This is
These are the initial process of these. So you've got
Are there in here in the full overdue and last loan. So first of all, this is overdue and last loan letter and notification letter this in Edit letters. If you remember from the letters. This is the
The variable.
The actual labels of things.
Dear Sir slash Madam, the author of the titles of our code, all that good stuff.
And then if you go into it. Am I going too fast. We need to slow down. I tend to seed.
If you go into instead the
Customized letters down here. This is the actual excess
And
Okay, so here is the overdue. Notice letter. And then if you scroll down a little bit.
Here are the
Used to be that these were all separate there was an overdue and last loan notification that profile one profile to profile three and
Now there's not, which is throwing me a little bit.
I think that you could add that nobody gets conditional statements and all letter really wrapped in
The field.
It's back in the field about into my you know either.
Letter letter email. Yeah, there's spaces for each of the different notification.
In the, in the main notification little
Weird, that is not, I must have
No right that's additional input. No.
Yeah, so, so here is so used to be that there were five different letters that you can customize separately, which means I've been telling people wrong for a little bit because I missed this, um, I learned something new every time I go on site.
This is just proof of Allah is a living, breathing organism and like, it's important to like they have on release notes and read stuff and all that good stuff. And even then, like, it just moves a breeze and like I've been all over the years that I'm always alerting so not
True.
I remember screaming about that.
I selectively screen. Obviously, they didn't mind because they pulled me in
So yeah, so it looks like here is where you can change the various bits of those. And then I guess like you needed to put in conditional statements to say if it's notification one or two.
I'm sure there's great information on how to do that on all my L possibly on the developers network and what have you. So
That is where that is.
And then the blocks that are created for overdue notification.
But to go back into those profile.
So if I was the click on Create block at that point, you get this option here of the various stuff. So this block type that shows up down here is configured in the blog.
I'll show you where to configure those and then it's just the regular all that other good stuff. So if you check the block, you can then choose what kind of block, you want to have created
And the blocks are configured.
You would think it would be blocked preferences, but that is not
Block preferences, is how to how you want Alma to handle the whether or not things can be overridden by a manager by an operator or all one thing I wanted to point out here.
Here's a potential that you all may want to look at this one here, it says item is not renewables override by operator.
That means that if someone was the circ desk manager role cannot perform that override it is only someone was the best operator role that can perform that overrides
So if you want both operators in managers to be able to do the override, you need to set it to be override by all that does not mean that served us operator limited can do the override because the limited role does not have the privileges for over right
So it's just it's a gotcha right because you think oh operator means the operators and managers can do it. No, it means that a manager can perform that overrides only offering
So you may want to. This is just, it's a common misunderstanding. So you may want to just keep at these block preferences, just to make sure that you've got them as you want them to be.
Back up four minutes of questions that came up in a previous session.
There than I am, can only be learned from reading. Somebody asked when I was demoing the reading room this morning.
It was showing up not over rideable. That's why I haven't blocked, but it looks like you can set it so that you put on the auction on that. Yeah, hello. Looks like you can make that over rideable by manager.
Probably will change them.
So yeah, so this is just, you may want to consider changing this item is not renewable. I get that. We want all my upgraded the operator, the
Role and I tend to err on the side of every everything that you can do as an operator, you can do the manager for ya. Yeah. Make your life easy. But yeah, it's already went to manage
Okay, so it's not blocked preferences down here.
Under the patron configurations is user blocks description and use your blocks definition. So the user blocks definitions.
Are will first what you have to do. I was getting slips because they're super well names. So the user block description.
The click on the right one. Yep. The user blocks description is where you define what's the blog is called so it's the code and the description description is what then displays in the drop down right so you you define it.
In the user blocks description which makes perfect sense that you would define it in the description and then describe it in the define it, but it's backwards and it's white always rosy so
You set it up here with the code and the description and then you go into the user block definitions.
And for the code.
You give it a block tight.
You choose the description, which is what you'd defined over
Whether how it can be overwritten.
The blocked action which is super healthfully one, two, and three.
One is loans to his loans and renewals and three is loans renewals and request, I believe. But if you go to the super dandy to handy dandy help for the page.
It will tell you.
What the block to actions are which is
I was very
Low one is loan to is loaded renew and three is Loma new and whole
Network block is for shared users for walk in functionality. This is whether or not that block will follow that user to the as a visiting user to the partner institution.
That is how you set that up.
On all of that.
Not related to what you just said. But because you said, following the block following to the partner institution that a two way follow like if they're blocked at summer where they're visiting patron will have them be blocked their home institution.
Marrow, I don't think so. Network blocks is something that is sort of changing and evolving. So let's verify
I believe it's one way, but I hate misspeaking
Current network book. Yeah, it looks as though it's not it's it's blocks are copied from the source accounts to the linked accounts doesn't go from linked back to
So that's what it's all
Other questions.
The next couple of questions are actually
And analytics.
And I've created He them latest report, but the only user information that shows is the primary than apart so
I didn't work really hard to make sure that no stuff which show
Okay, so the first one is I need to purge all patrons with an expiration date. Prior to May 1 2017 if the person patrons have no fines and no current checkout.
If the patrons have a small fi but like a list of those pages like and it says, which funds needs to be removed and which accounts they act. So the way that I did this is you go to catalog.
And we go into
I care. I have to look that don't remember if I was like, oh, this is the thing. Everybody would want. Let me put it in the expert service this folder which I don't know how many of y'all were at the analytics yesterday.
But I've made this expert services folder that I'll be continuing to add to his I'm on site with people and they need to report, I
Will dump it in here so that everyone can have access to it. The goal is, I'm working with customer success on this. And the goal is to have a stable of
ways that people can report on their collections and look at their, their almost and be able to kind of figure out what needs to be cleaned out what they may want to do for maintenance stuff kind of low hanging fruit that everyone can kind of get out and clean their stuff.
This report is purely
users that have been expired prior to that had an expiration date of less than or equal to five 120 17 and limited to primary identifiers that were in expired users with low. So let's go open that expired users with low
So what I have here I've got acquired. I did a reset suggested
I probably could have done it into, but I didn't three to also proof of concept and show you guys. You can nest and create reports with them reports with them reports, right. So I started with expired users with
And I created a report that gave me that just was oh, actually, I started with loans, nevermind.
Oh, that's right. They did it in loan, but I realized that could do it in loans and whatever. But so what this
OK, let's start over. Let's back up.
And not talking well okay expired users with low. So, this report.
Is
What's an expiration date of less than or equal to five 120 17. Okay, so this is pulling
The loan count.
For everyone that users inspired prior to me first. If you look here.
There is no zero because it's not going to pull it, if there's a no or a zero that only pulled it if there's a positive integer in here. So this is how you can limit to here are fired users with low
But you also need to see what their fines are
So then
What you can do is go in to the catalog.
And you want your expired users with clients.
So I took that list of expired users with loans existing limited my sets to that initially with the primary primary user
So this is the primary user is not equal to any primary identifier with expired users with loans. So what this is giving me is just users that have fun. That means that don't have one.
Okay, because what I'm because I'm limiting out if I wanted to get user's that has learned and high times that I would change this to be
Is equal to so because right now I'm pulling out all the expired users that have loan. So I'm just getting the fine because I think my understanding was this is that
If the patients have a small fire and I was like a list of those. So this is just features will find that have loan because that don't have loans because they're already not gonna hurt features that have loved
Ones that have loads, you're not going to purge because they have a low. So we want to pull those out of the set because they're not part of the potential first right
And then we've got a remaining amount greater than zero. So then if we go in here. Then we have we've pulled out those users. So now we just have it by primary identifier remaining amount. And then the date that they expired.
I've got it sorted right now by expiration date. You can sort it by remaining amount owed.
So you can see here is like 10 bucks, whatever have to, you know, a couple thousand, which is probably a faculty member, I didn't flip out faculty
So that's how you would do that. And then you could then go through and handle those people deal with the signs and then that would drop off and then you would be able to then use this
As an as a non equals for that larger tying report or Roger users purge users report. Let me show you what I'm talking about. So then once you've got this dealt with the fines and is it fired users with fines. If you want to keep these around and not purge these ones.
You can then go into the
Flat expired users report.
And change this primary identifier.
Add another one to say that and primary identifier is not equal to premiere identifier and encourage users with clients because you can have two of them in there.
So I've got right now.
A bunch
And then if I add another
Filter.
On primary identifier that it's not equal to
Is based on another analysis.
Find the expired users with fine.
Is not equal to any primary identifier. It's then going to pull out change that to an order so that is and primary identifiers not equal to this one for primary identifiers not equal. So that was your Williams play well. And then that's going to pull those up.
And so then you have a list of users expired prior to find one that don't have that stuff.
Makes sense.
Questions.
And so that's just so that we can clean it up before we run them.
Yeah, and and working is, you know, purging is is I've got a whole like little note about purging down here before.
Which is that you know there's there's there's things that you need to talk about it and think about, and whatever. And there's a whole developers network blog post, which on users and it's me what type it in here, use it.
It just in developers network and then
Patron purge and all know and its really really good.
For talking about all of the different things that you need to keep in mind when you're running a purge the options for running a purge
That when you purge a user if you delete them it's fully deleted. There's no statistical there's no reportable data. But when you run a PR, you can choose to have
Heard, where is it
The Purge job can be one of three things. So you can fully Blitz it out. You can't report on it at all, or you can keep stats.
Or you can keep it fully reportable where you like kind of remove a bunch of the stuff that's
That's the data is retained in the system. And he talks about in this blog post and detail. And so, like, I'm kind of highlighting this because it was taking
A good chunk of time to really talk through all the details. And I think we could probably get in the weeds with it. So I just think y'all should. It's a really, really good article and a lot of
Yeah, this is really good and his process if he has recommended really involves like using analytics to get a patriot groups spreadsheet ready so that you've got people pulled out and what have you. And like being
Really careful and really deliberate and they created using the using that to create a set. And so, like, it's very deliberate and very good so I highly recommend it.
So there's not also highlighting the process of how to do a patron purge in hell. Once you've decided what you're looking what often choosing doesn't actually show you step by step how to do that. Yes.
Yes. He also recommends creating a separate user group and doing all of that, like taking all of the users that you're going to purge we're bringing them into a purge user group to be extraordinary like this is super, super ultra like
The precautionary stuff like that. But then it at the very end. If you do that, it talks about
The how you can do the purge with the number of days blank and what use your record type, you're going to purge and this is why he's of just creating a user group because then you can
What you can do is that set of users you created you can run a job, all those users to give them that purge your group and then purge by user group. So you can be super selective of what you purge
So I would question like in the user record it has exploration
Curious. That is it. You have
To the purge it so the expiration date comes in. Yeah. And the purchase date there. I think that's a configuration somewhere as to how that is created, it may come in through the load on that.
And then this is that, but I would recommend following his method is that of just doing a blanket number of days after purge days because you may, particularly, you don't mean so this way you can kind of be a little more deliberate about
Questions on that.
Okay, so
The next one.
So, this is this is a two fold thing. The first thing is I need to purge all funds from patrons if the total charges are under $100 in the account is no longer active. I also need a part of the patrons who had finds finds ways and what Firenze
So,
Thing. One is
See, she went into this
So first here is that waived. Fine.
And this one limits purely to define the transaction type is equal to WAV. So it is just pulling any transactions that were of a wave transaction.
And then what it gives you is, and I think we looked at this before.
Yesterday, it gives you the primary identify as a user who's fine was ways the waving waving reasons description that was given the amount
The date that it was happy that it happened, and the operate the primary identifier of the user who did the work. So you could potentially, if you are doing this as a way of seeing if you have a student who is bad.
You can move the operator primary identifier over to the left so you can sort and see who was performing wait
So I just added that as an additional thing that might be useful information. I thought so.
Her
waving their own find
And so, yeah, you can also see if people are waiting
Which may be a testing thing of
What is it that the student and they're waiting their own
Yeah.
We are doing
Passing the time is that we are
See refer to
Them is paying for. And the venue, find the both of them I gather credits.
There's take a long time ago. This library owe me money.
Shows up this part parts of their I was going to check out those my money, they are
waving their because
Oh yeah, for sure. Yeah, totally.
And so if you want to like filter just for the last like six months, you don't get the testing stuff in there. You can just put a filter on the
Mindset on the month the transaction data and you could use what you could do is you could use the transaction data shows us that sequel query that I showed yesterday with the rolling the timestamp what
Did you do last last night and do it as a rolling monitor
So that's that one.
And then suddenly created this other one
Maybe I got distracted by the way thing and didn't get the other one which is entirely possible.
Citizens
So there's other word is purging all finds from patrons of total charges are under $100 in the account is no longer active. I did not create that report to you want me to create it on the fly, or do you want to talk about other since we had an entire day of analytics.
Cool with whatever
Maybe we can go on and if we have a word with nothing at the end we come back. Okay, that's totally fine by me. I've completely have my filled analytic
Okay, so the next one is there anyone from San Jose here.
Okay, so this next one was a question that came from San Jose that I wasn't quite sure what the context was where I wanted to be like, why
There was a request for discussion of how to change how to change due dates on reading
Might have come from my research coordinator. I'm not sure.
That that problems do
Why are you wanting to do that. Talk to me because
The for reading this expires so wanna all the books that are in that reading list. They will want to go back to the regular rope right location.
So, so this is for. So you're basically you want to both change a set of reading list to be essentially convert them to like permanent reserves. So you'd never get that do back prompt. Yeah.
Well, okay, what are you trying to do talk to me like you're not when you're training data to of course and the reading list for a semester and
The price is going to be teaching at the next semester but uh the reading list with already for it expires. This is the oldest reading this, I created and they're going to be for the next few we paint all the reading. You mean all the item, item.
Yes, yeah. So as a reading and right. Okay. Well, first of all, get so that that there's a couple of. So I've got a couple of questions here. So do so for those items on the reading list.
Is there going to be on reserve next semester. Do they go into the main collection in the middle point when they're not on reserved, or do they just sit on the reserves.
Okay, so then in that case you may want to consider like are their professors that you know that this is the case of this always happens. They don't change or whatever.
In that kids. What I would recommend doing is just bumping out the bulk the reading list just writ large. The date is for four or five years down the road or 20 years down the road and make it your replaces problem.
I did like
We migrated
Credit. Now, just like
That does happen a lot at the end where your mouth of a benefactor. Oh no, I wanted
Five and
Right, right, for sure. So, um,
So there is a way to there is a job.
Did you know
Oh, come on.
But even if you change your reading list be back day that won't go. And I don't mean
Well, I mean, it would be
Painful some amount of course users managers really
There is a
Reminds what Jeff is talking to me about Adrian
Super frustrated because I have this reading this book update that that I didn't write down where it is. And I'm like, Come on, as
It is I have a job.
Change it.
Probably because of how SLO is configured.
Not that
It's not
There's a PR. I'm saying I think that there's a parameter that needs to be
In a cow probably after lunch.
Managing reading list in book.
Of
Course reserve.
I wonder if I don't have the right role.
Because it's of course reserves manager role, Elaine
I can change my role, I can add
This because I don't have course wizards manager operator who's burned off by roll.
All right, so let me and log out and log back in again because you know you have to log out and log back in again.
Please.
So there's this job, guys.
It's called reading list vocal update
And you have to create a set of reading list first. So once you have a set of reading list, let's just
More
Oh, it looks like I can search by Instructor That's super helpful.
And do the math.
Yeah.
OK. Okay.
So you would basically create a set of reading list.
Which I wonder if you can't. What I'm wondering is, the searching here is not super robust like I couldn't certified instructor. If you saw it was code course name and owner. So what I'm wondering is,
If you may need to
Create an itemized that
Have a reading list.
From an analytics report so you can pull instructors and then create that set of
Reading once I think we know it's
Not like structures.
And all my courses.
Course. Okay, so, yeah. So then you could create so then you can create an item I itemized list of and just add those individual members with of course codes that you want, then you can do that suit for sure. I'm just gonna go
Okay and I'm just going to pick a couple random ones.
I'm going to pick a couple of random ones.
I didn't add the members to the steps of course there's nothing in there.
Well,
I'm not even seeing anything want to find the others. But what's in your only the app trick. Yeah, I was just doing
Their thing. There's something funky probably with my role that I'm not saying this, but basically, that would be how you would go in and change the reading list job. Now, I believe.
It.
Changes a do back date for the list for everything in. So all the items in the list I it should, because the do Baghdad has inherited by the items that I would recommend running it on a course. Yeah. Verify I believe it.
Because if you if you're in a reading list. The thing to keep in mind about a reading list is that the everything was in the citations.
It's probably because they're not have
Anything with in here.
The citations inherits the do back dates from right but only creation. Like if you go right now and manually change that doesn't go to the item, you have to do though is right.
Right. But is it job at will. So I think so. I'm not 100% positive, you may want to verify. But if it doesn't then the way to get around that is to
Do a search for physical items that are
That it was
What's up, be free to set an analytics of all the items associated with the reading and then their creative reporting analytics brains that in the alma as a staff and then run the, the change item information job to change the temporary location.
If it doesn't work with the job and then I'm not 100%
And the thing is is that once you you set this up, then because you want to have to scan and am and, you know, yeah. Well, that's what you do right now he manually go
Item
Yeah, but if you can create a set of them, then if nothing else, creating a set of them and analytics every on the reading list and then doing a bolt of Sarah would probably work to
You know, can you have it on Slack her on
John works. Yeah.
Yeah, yes, I will do that. And the other thing you may want to do as well.
You'll want to do that before you vaccinate him, otherwise you're going to have all those those temporary move across all those restored requests and you'll have to satisfy those before you do anything else. Yeah, usually
Other questions on that.
Okay.
So then, next question I have is about the purging of attachments
And so it was were asked in regards to longtime patrons. Like, for example, if you had a patron or a faculty member who was on campus for 20 plus years, you wouldn't need 20 plus years of attacks.
You wanted to look back on the notice said maybe you want the last year have noticed it would be better for to purge for privacy reasons to as this contains a history.
Of items checked out. So we'd like to know what's the best way to purge attachments, do you need to do it one by one within the patron record or can it be done by boat so
In all my configuration.
under General
under General configuration. There is an option here called letter retention.
You can in here. Add and enable letters so that they are deleted after a certain number of days.
You have it in here. But none of us are enabled.
So you enable whichever ones you want to be purged after however many days right now. It's the retention period of a year.
And then there is a job that runs weekly the letters purge with retention that delete all enabled letters, if they were created more than the configured number of days ago.
So that is how to do that. And I think this is something that probably came in. This is definitely a thing that came in after your life.
Because that would have covered this during the letters. Otherwise, okay.
So then questions on that.
Well that so that will retroactively. Yes, delete that the
Letters after we enabled teaching. Yeah. So if I have if we've got this configured for the last loan letter, for example, the first time it runs, it's going to blitz. Any last loan letter that was sent 366 days or longer.
So the first time it runs is going to probably take a while to the bliss out a bunch of stuff for this job just run automatically or to schedule a different schedule job.
So it would be in the
Calendar schedule.
Okay.
Remember what
10 nine and that one.
I have a feeling that for most of you, this job is probably configured.
To run
Here it is letters purge with attention retention. So this is automatically running. This is one of those where you can't change the date it just runs
It's running but it's not doing anything because all the letters, everything's
Okay.
Note that there is also a user audit purge with retention leads me into the next question, which is the audit tab in the patron records and, more specifically, how and what changes are recorded in the users audit Pam tab and how it can be purchased so
This job runs based upon this length of time that is
Determined in a parameter, because, you know, let's make it a parameter. So under user management.
Other setting.
It is this user audit retention parameter down here user audit retention period.
And so you just it's a number of days. So this will configure what is retained and the user audit tells and it will do is just like the letter the attachments purge it will purge anything in the audit tab that was created, longer than X number of days.
So we don't have anything in there yet. We're going to send number. Yes, number of days.
So like if you want to keep up for three months, you would put nine you
Go back to see how how things got
Totally agree this section. So it's under on the configuration User Management general other settings.
All the way down with the bottom
Library level work. No, this is institutional
And
I don't have that option, you don't have what option and the mapping table or you don't have in the message this parameter. Yeah, that's right. Because I'm at the organizational level, where are you out. So I can't look at it will from in the other settings or whatnot for user management.
Please. Sure.
It shouldn't be isolated the user, be it should just be
Yeah, you should just, I mean the mapping table is a big deal. So, okay, I was, I was going to be super confused. So I'm glad. Wait.
So,
Actually in that I have
I have a number of as
I can, if you give me a user that you're comfortable with a bringing not even to me.
So if you go to name. Okay. All this cash.
Audit
There are 434 lines in here.
All it is, is a lot of it is a collaboration changes, but I think our changes every, every loaded, but it may be, if we popped back a little bit.
There's loan stuff in here to like here is stuff that happens when from the, from the migration loads of various things like that.
But here is a phone number, change, change some other expiration dates stuff, there's probably going to be loan stuff in here to address change email change.
I don't think I've only the information. Yeah, yeah, yeah. So this is going to be changes it user info role.
So I guess that's where you present up which I mean it may be a good idea, especially as your expiration date changes every day, maybe you do purchase on the regular so you don't end up having thousands of lines on the audit tab.
Okay.
So we go. I think it's still to 15 right yeah it is two o'clock I have gone through my stuff on my list. So if you would like. We can play some to jump where you ask me anything about fulfillment and I do my best to answer you.
It may or may not be my favorite part of
Functional workshops because I usually have half an hour at the end and I stand in front of them. And I'm like, Okay. Ask me anything because they're like
What's your got
Earlier.
Notices including like an individual notice for every single thing as opposed to, I noticed that has everything on one given day, there are for how many more about that. What do you look at what do you specifically bring me my every single thing like what do you
ever go off, you got
One.
Female have this book is over.
So that it kind of
There. Yeah. So, so there that is kind of out of the functionality of how that's going to work when things run loss because all my different concatenate
There is an email cold borrowing activity email which sends all of the information about a thing that, that includes loan find sees all that good stuff.
But there isn't really that I know there's not really a way of smashing all of those 60 into one because all it just runs the job and blitzes out the letters as they come. So it's not smart enough there to concatenate
So, I mean, and I don't know if we're
Different than others. I was just looking at her over to Los loan from last night. We did have someone who are
Items went to last and they were they were all one letter. Okay, so there there may be a configuration thing they're happening.
I don't know that I changed.
It may be an end to be. Yeah, that's you may want to look at how your Viola compare how your profiles and setup possibly
See like where do you look
These
Are the overview is supplement or have
What are overdue but heard of love it is individual
And was it overdue. That was grouped together or a law.
Now I'm getting to think maybe I thought it was all last for one faculty member, all I can't go back and check
I'm just curious now.
There's oftentimes I will pop. I look at the
I'm just curious if there is a parameter in there.
Or if it says anything about how this is
Looks or difference though it wouldn't change that so it looks as though it might just be out of the box, how it happened. You may want to file a case and
Because if it is a thing where it's it's that could be potentially seen as a vote is what I'm saying. Because if the overuse are collapsing and the one that the last or not.
You have at it. And the fact that it doesn't do it for last. It may be able to slide into development as above, possibly to try filing a case and gets it may get kicked back as an idea exchange, but
But it's worth the trying to file it as a case because of overdoing do it then it there may be a loophole there to get it through as above, so maybe put that as part of your
All right, exactly.
Why
Am I missing what yet like you know like I was, you know, not even go a little bit farther and be like my overproduced do this, but my last don't. Am I missing a configuration somewhere so that it sounds like you know
This is how that's how I would present, it may be easier to get an elevated about life.
Anything else
Okay, I'll have to you.
I feel you. Question. Okay, cool. Where are you at, I will try to open your, you know, we don't have it will just pretend
So what happened was somehow we have a bunch of duplicate to us at the institution level in the library levels are they research sharing
Okay, because I've made those deliberately. I'm like, Yeah, I know. Just. Okay. So is there an easy way or do you know have a Wayne because
I've renamed them all so that way I know which institution level, which I pray, level one. Is there an easy way to tell
If anything is using you know which ones are using without going through fulfillment rule individually and kind of checking words pointed to. So what you can do is if you right click on the individual to you, you can say show related fulfillment unit.
And so then you can see what's associated with it.
And then you can go into the rule and change it to be the institution one and then Blitz help the life
Also Li except for resource sharing, which has its own special thing you really should always if you can
Do your terms of use and fulfilling units and everything on the institution level, it makes management so much easier. There's a bunch of stuff that set up on the library level because
Resource Sharing with the ISO models, the peer to peer that y'all have that happens at the library levels and you have to have policies at the library level, but with the exception of that I strongly recommend you have everything on the institution.
Unless you have some special snowflake. No, because actually, you can create rules based on location. So there's no reason to have library specific
Rules, you can do everything you're to you can all be at the institution level and then you can use your the parameters to limit specific libraries.
Oh, it probably was that
I realized after the fact. I had gone in a mother configuring library level. I forgot your back when I found them. And there's there's all kinds of lack of digital stuff do at the beginning right and go live. And then about six months to a year later, they're
There and I come across them allow one of doing it for services because that's one of the things they do is I look at your thing. And we said, I'm like,
You only want to consider changing that, you know, just because you you do stuff when you're figuring it out. And then you forget that you did this weird thing. And then you're, you know, so yeah.
Other questions.
Too. So we have walking patron functionality and suddenly we were discussing earlier was which patrons.
Which users are eligible walk in user functionality another campus. Is there a way to define that, not by each institution but through the network them so that each library doesn't
Know, okay. Because, and here's why. Because the user groups because restricted user by user group user groups are defined in the eyes.
The NZ doesn't have a window into each institutions user groups. So unlike you know the terms of use for research sharing. I can fix those on the network zone or they did not want to make them 35
Times. It was gonna, I was going to cry. So like that kind of stuff you can do in the network, though. But anything that requires a window into the data. Unfortunately, it's not possible.
But it will be awesome because
I don't think that it would even come to the idea exchange as it wouldn't. I don't think it'd be a possibility, simply because when you can try, but I don't see. I think it would cost too many development points for
I think because it would involve the ability to be able to keep his every single institution to get those user code. And I think that would just be a drain on the system resources wise.
Find another question we have in this request to us.
There's the option to automatically converts to refresh.
Or what triggers that without any more.
Anyone. Yeah, I know what you're talking about the automatically convert to resource sharing so I
I'm gonna look i'm going to be totally transparent and look in the online help for this because
No, because
Helpful things
Because I, I never
I personally didn't go into this when I was, you know, we have the same resource during thing is you and and that's because I tend to Lucky bounce off up. I tend to football.
Call into the
Baking Peter is often if it's going to take longer, or what have you, because you can automatically convert regular request to to see if you plus request.
Or you can automatically convert TSU plus to Elliot through lender of last resort or what have you. But if your student is working on a paper that do tomorrow.
They're going to want to wait three days for the CSU plus to show up.
And then you put in all this work to automatically convert it and someone's wouldn't pulled it from a partner institution. It's gone on the career and it showed up and the student doesn't give a rip because they already turned in the paper.
So I, and it's the same with IOS. So I tend to be in the camp of don't convert it to resource sharing instead send a cancellation and let the students into it. That's where I fall down. That's where kind of icefall in but I will talk about what that
how that looks. That looks like where ideas I sent individual email to tell them with Korea I've we can all find that located in our library and you can contact me.
Plus words into my vegan freak hide presented
As well, saying, No, I don't need it anymore.
I was thinking about that for once you come up to the field, but do we can. So the regulars request and your own library or not because the next hour, and other people found this and the you cancel this and the two ways of three days to
You know, be a policy decision you know as to whether or not. Once you've created the CSU plus and kick off that process. If you want to counsel that
So that would be just a
Few and not emanates when you allow your request. Right. Yeah. Yeah, it looks like the automatic conversion only happens
If the request is expired.
Or be calculated risk calculated after an inventory update the missing that I write that we were talking about with Julie. I tell myself and
Like doing just a straight cancellation. It doesn't automatically. So yeah, right. So if it sits up there for seven days we haven't found the book and it will cancel it. So what a few marking the item is nothing. Yeah.
It didn't suffer but it wouldn't be until the job run
Run because they wouldn't have to what we were talking about before having can convert and market is missing. That's what you could do both at once. Yeah. Yeah. I think we, we were looking at me to work. So we thought most requests in the morning actually make it, you know.
Send to the next morning and we might even get a hand.
Right, sure, it looks like it says it uses the same letter is the one when you meander reconverted
So yeah, and I think that, you know, because you guys have so many institutions that are so close that are relatively close to each other.
I my soapbox is probably less applicable than it was when I was up the Alliance, which is more which you know like institutions are little more far flung and it was generally a three day turnaround also because our courier stuff and we
Love it. And they'll make it more. And that's, that's great art career in the alliance always three
Yeah, Robert.
No way to aggregate
Oh, yeah.
Totally like I did confirm it. They were lost those stores are aggregating these are, this is probably
But there's going to be our last question for actually
Want to break
Is it in an article or in the knowledge
But is it like in the online help or is it in the article various
It was an article. That's why I wasn't finding it because I was searching
Because I
Feel like I've gotten really good at navigating the knowledge
So,
Enable
Letters to be using aggregated form.
So it needs to be. You need to deactivate the loft low notification letter in the last low letter.
And instead have it be the full overdoing last loan and the full overdoing last notification than last so it looks like
So yeah, so
Out of the how to do that to me when a piece about yourself and figures. Look at your settings and stuff.
65 things
And then
Six weeks or whatever you're
Like my something on our like of course