Sure, we can get rid of usually
The new pair of the fulfillment functional committee.
So welcome everybody. I thought I'd let the rest of the committee introduced
Me liberty.
15 Evans.
Phillips.
And so nitasha is also on the committee from da Vinci.
So, our group demo what we thought we would start with some little has put demos. That was a topic had asked for some training.
Make it into the bigger sessions. So we'd
Like five minute demos and then we have plenty of time afterwards to get some going about what we
What we want to accomplish during the next year. So why don't we before we started, just wanted to remind you of our confluence page. This is the fulfillment page. We have some workflows that we've sort of simple workflows that we've come up with
Over the last year. Hi. How to guides committee members are here contact any of us.
And we have our comments form. So if you're ever having a problem where you have a question.
You know you're not getting answers over the all male or whatever, feel free to to fill out the comments form that will come to our committee and then we will
Help you with any issue that's come up, or there's, you know, if you have an idea for a training at our open meetings.
So,
Yeah.
OK, so I guess we'll jump into her demos.
Do you want to get into your own
Yeah.
Make sure I could
So I'm going to talk about
Specifically,
I'm like physical I'm request.
I guess the pic from shelf. I don't know.
How everyone else does. I'm sure there's ways that you won't do it.
We
Offer to our patrons, the ability to page any I
At first I was out of necessity, because our whole lives near reservation or he gets the book and then it becomes a value added service so
We allow request for any members who are patrons in the library. So you can get paid from the library community member, anyone can use the request feature to get the item pole.
And that's just through this discovery layer and then each each morning during the semester. It's a few times.
A few times a day. We just go to the pic from shelf.
And then choose the
Patron fiscal requests.
And then there's various ways that you can do it. I don't know if anyone uses the
I'm a mobile, you could do the pic from shelf evening that way. We the members of the students and the staff to like a little bit of the physical pieces of paper. So what we do is we use Jeremy Hobbs
Print slip report, but we just modified it to just pick the things that we needed for us. I don't know if anyone uses that in their resource sharing
That principle support. We just modified it so that it's Prince little pieces of paper. So we would just do a print slip report.
Download it
See if I can get to the desktop.
Share share this
This new thing on the show.
Right here when you download Excel file and we can. I can probably put this up and I don't know if anyone else uses this in this on the train folder that we all have under desktop. Once you bring in the preference shelf.
You'll use the template and it will pull from that.
From that Excel file.
And you'll get
All your little
Principle, you can just put, you know, for the whole shelf. And so I know that it makes it easy for us to enter file a Otter hold shelf.
And
If anything is not found what we end up doing is conferred to resource sharing. Does anyone use the Convert to resource sharing feature. So we would just
So anything that you don't find you can just go to the
Go to the request and you would convert it to a resource sharing request and then you just need to market missing. And then it just sends it off.
To get it from another CSU and if it's not found through the 50 plus you'll get an email automatically that says we weren't able to find your CFP plus here's, here's a link to the Iliad form to fill it out and you can can get. So that's how we do our
OR. Paging request. Yeah.
So would you mark as much
For sharing of. Yeah, it'd be great if it doesn't actually addressed once unique sharing it would be great if it was a convert to resource sharing straight submissive.
Maybe that's a feature that they can add at a later time. But yeah, we definitely keep the little formulas, because then we could just go and
Go to it.
Yeah, you only one for you.
And then what ends up happening, and I'll be talking about that later. Is it will volunteer missing and then you'll search it three, you know, three times over the next three weeks. And if you don't find out three weeks they'll searches a month later, and then it becomes a
Something for the evaluators to if they want to select it to repurchase. The good thing is, then you're, you're, you're basically doing a live inventory for years. CSU plus searches or paging search
Any other questions.
There's
Those that they actually used to go to the shelf told them. Yeah, we've experimented with
The same and you know the coordinator might go to mobile.
But we actually have people who the moment that an item is
Sounds they get the email and they're there right away. So we don't want it that that you know intervening maybe 3040 minutes where they come up with an item is
Because when you're using on the mobile, you can just to get it off your list you scan it, and it's it sends them an email saying, hey, pick up
Talk about changing items from one location to another.
I'm not sure.
Who asked that if you're in this room.
Let me know, because I'm basically just going to go over a bunch of different ways you can change and location.
And
Just I feel free to type up. If you have any questions.
Yes, I think we're one of the few campuses that does not have single sign on for owner
There's changing the Single Sign On campus and they still have an aggravated
Kind of requests for like
Months. Now, I don't know. I don't know.
I don't location changes.
As
You are probably aware, you can change location of items. One of the reasons you probably want to do this as maybe you're putting something on reserve.
Maybe you've shifted part of your collection from one floor to another and you need to do a big change. So kind of talk about some of the different ways.
The two types of items changes. There's temporary item changes and permanent item changes.
And then temporary you can optionally define an end date. So there's kind of three types of lineup changes like a temporary with no one day temporary with an end date and personality changes.
And there's really four different ways to change item location. So two of the ways or with the item in hand and when you have the item enhance
Those are immediate changes so
What I mean by that is you can can do it within the item record itself. Right. You can open up an item record. I'll show these justice, I can just kind of overview. You can open up the item record change it within the item. It'll be
Immediate
It'll. It'll display then in one search. That way you can also use the scan an item function.
And again, you can do either a temporary or permanent change within the scan in items function.
And you can also plays a request. So Kevin was just talking about physical item request. There's also a request to change and item location.
And then you can also change a location of a batch of items that you have to find within sets and
Which could either be information you pulled in from Analytics or some items if you're changing entire location. You can find all the items, group them into it and then change them all at once. So within an item record. I will show first. So you just do a physical item search
And once you have done that physical items search. If you click on to the barcode or optional in the right hand side of the button that says edit item.
Here is where you can do your change. So down here at the bottom you'll see location information the permanent location.
And literally from the drop down change it to whatever new permanent location. You want to have click Save. It will update the holdings record and it will change the information. So the item that patron sees in one search
So once you say that it's done.
Also within the item record you can do a temporary location change so below the location information and you'll see another section called temporary location information.
As you can see, in this case the indicator is set to know to change the indicator here too. Yeah. And then define a new location.
That would be a temporary location, as I said, you can optionally define a do backdate let's do back here.
If you don't define it do backdate it's going to stay in that temporary location until you take it out of that temporary location if you do define a do backdate. It will then show on your pic from selfless as something
As a request to restore the item.
Okay, so that's within an item every make them any question.
You have to physically close to the ground and. Exactly. Exactly. Yeah. So
Let's actually see if we have any. So in your request under your task list under the pickup from shelf here.
We do not have any but it would it would appear under their request flash type as a restore yeah would show up, it would show up and then when you do the scanning items, it would just Alma would know that this item needs to be restored and we'll have a little message.
Displayed on. Yeah, exactly. And it'll give the new it'll save the shelf, whatever the permanent location.
So speaking of Canada, and you can also do both of these types of changes temporary and permanent from within the scan an item function. So if you go to scanning items and then change item information here, and I know that
Kathy you guys use this for Course Reserves. Right. And I know probably a lot of other people do use this for Course Reserves. So, this again is something where you have the item in hand. So you have an item or a car of items or something and you want to change them.
So here you also have the permanent or temporary. You can also
So if the end due date has not come that if they do back date has not yet come for an override the do backdate
Or if it's empty, because you didn't define it to begin with. You were just clicked on restore when you click on restore there's only, the only thing you have to do them to enter a barcode and it will restore it to whatever its permanent location is
But likewise, just like we found the item or do you have permanent and temporary. So if you want to do a permanent change down like a shift or something like that where you're permanently moving the items from one location to another and pretty much everything here is
You don't have to define anything you can say it's a permanent change and just embarked doesn't happen.
But normally, you would define a location here whatever locations are moving it to but also if you want it to define an item policy for it from the item policies you already have define
That would be there. So for temporary
You will see that one of the major differences here is that there's now a do backdate so you can define a do back day to new location you want to send it to item policy and a lot of people use item policy for Course Reserves.
And you can also, if you have item, where all of the items to you're going to end in our point on reserve the same course you can also catch them to bring in list here so you can kind of do both things at once instead of attaching them and then requesting them.
And then you would simply stand in your barcode here and it would make it important
So that scan an item. Any questions about that.
All right.
And then
So you can also place or request for an item. So let's do again a physical item search for the item in question here.
So this is something that we have, we want to move your temporary or permanently. You just click on the request of legendary here the request type
Will be either move permanently or move temporarily. So let's say we want to put this item on divorce research.
Temporarily, you have to define a new libraries for it.
And arcades still staying in the same library, but we can change the location of the item to Corps reserves and again. Anything else that you wanted to define it has all the time fields that you would see on the scanning items function as well.
The added benefit here is this is for the item that's enhance so you're sitting at your desk. You don't want to get up and go to the facts and find the item at in shelf and all that. You just put in your request. As soon as you put in your request.
You will see
Now,
Immediately this item of tears in your pick.
Up from shelf list it just changed from 22 to 23 and now we have a move temporarily requests.
And it's his first item right here. So as soon as we scan that item in
Individually like our library. We just have the students everything on the pickup selfless and then they
Come out and and what type of request.
So for these items move temporarily they literally pop up the entire thing. They just scan in the items and
Do whatever amen health and typically it's going on course reserve and so they keep you know reserve tape right by side of their Dustin is predominant resell that into the course resource.
So that's placed in a request. Any questions about that.
Alright, so the last way you can do it. And there may be more and somebody have another way that please let me know. But these are the only ones I could come up with. So
The last thing you can do is you can run a job on and higher step of physical items. So let's just look at a sad. So in advantage that
We have a bunch of subs defined. Let's just say one of
Was something that we've decided all the items all the inventory juvenile books we have decided that these items need to move to a new location.
So it's what we would do is
He would go to admin run a job.
And then
There's a lot of job search and we want the one that is called change physical item. So depending on your roles, you'll have a different amount of job so it necessarily be the same where same place in the list, but it will have the same name.
Once you said you want to change that it is going to ask you, will what physical items.
Would you like to change. I'm just going to pick one, because I'm not actually going to do it anyways.
So you find
That you would like to change the location for everything in that set. And again, you'll see right here is this change permanent or temporary that you can define what he wants us to permanent change or a temporary change. You'll also need to select this little box right here.
So you could do a temporary change.
You can define your due date your do back date and then you would hear half to define whatever library, you want to change it to and whatever the new location you change it to
And then you'll just hit next. It'll say ask you to confirm that you have the correct set that will give you a little rundown. The producer, you want to change the 1190 members set
You can't go back
And then all my will run a job and it'll send you an email when those changes have been made on all the items that will also give you a little rundown so they couldn't change the location for some reason I say that in the email.
Chain quotation at 1189 item was not able to change one other, you can get an error report.
From the
If you go into the monitor jobs, the history. So once your job has run, you'll see either a completed successfully or completed with errors and if it completed with errors you will actually be able to open it up and then at the bottom. Download error report.
That changes changing item location, you're
Having it being an itemized set is probably the best thing to me. And if you do make fake if it was a logical set Devin whatever quick, you know, you'd lose whatever that absolutely itemize at least. Yes, definitely. I always try to make sure that we have an item I heard
finalize the individually scan them.
They are just
Getting
Even if they're out
There on low well make the change. But that will show up in the air report.
You made a change it with some of the check it in off the record. Yeah, I knew I
Didn't know what that yeah yeah I think when you
Manually
Check it in, but I
Love hardly me and letting do you think checked out items if you're running a dog. Absolutely.
Is with the org. Alright.
Will you location, the wars, the old
New location.
Changes so it doesn't update when it checked out. It'll just try the IRS wants it doesn't come in, you'll have to grab it. Sometimes I've had to like put a hold on it. Yeah, they will come. Yeah.
And you can put in a request for a check out, Adam. Yes. Yeah, so it doesn't give you an error. I think it'll be fine when it checked in. But if you get an area you want to grab it till now early
Brain
Size. They have an important the other status is the same thing won't
Have
Those will update I know for sure that even they are they are they are. Yep, yep, because the locations that not attached to that workflow.
Okay.
Now I got
So I am going to show you some ways to identify delinquent accounts for fines and fees and last item.
I'm going to start with the last item.
So,
One. One way you can do this as soon as you're looking for something items specific and usually you want things that are
Do a certain time ago or have a certain status and you can do a
Am I
soulmate set
And fulfillment sets. When you run them, they create a an itemized physical items set
And it's
Sometimes easier to do it this way than to just do a search for these items so you can
Focus on the loan status or a due date.
So what you want to do is I'm going to title this a top of my list.
So I have a lot of items on my management. So a lot of left side. And then what I would recommend with your description field is
Actually entering what your search criteria is because when you you'll run this and you have this manage set and manage set will not keep that criteria for you. So it's better just to put in here so we'll do last item do more than
Are actually do
before July 1
And so
Then you can select any of these loans statuses. However, if you're looking for potential issues in your last loan profiles, or there might be some books that
Are in a weird status are not aware of. If you click any then that will still give you, I'll give you all of the book that if you narrow it down and say, just by those books that have been marked floss.
You won't see the ones that are long overdue did not get billed by your loss bone profile. So at this is another way of leading out or you know kind of seeing how your configurations are working
So we'll put
Any and then to go after and do before
So we will. For this example, we will do before July 1
Save it will run run the job and my experience. It happens rather quickly.
However, since to be network traffic.
There we go. So it says it's been added successfully and then you can just click on view my set or go back to admin and manage sets there.
And now you can see there's my job a lot of loss items.
Where we can do our members.
So I have a lot of last item.
And the seed because I didn't
Put in a process time. Now, the first one has a loan status. So I can say, Oh, that one should have been
Marked last and now there's a potential problem with my last long job so you can go back and and kind of troubleshoot that way. And then if you want you can use the export function.
To create an Excel list which I won't actually download that here but
Then you can play around with that. If you want the
Manipulate itself so you have a nice search list and you can send your students.
To look to see if the books are actually in the building, or you can do whatever financial functions, you need to with that list.
The list, though, does not give you
The patron information. It will only show you what is listed on the screen here. So it's specific to the book and not to the patrons.
So if you want to
Give the patient about first before I moved any questions.
Tend to get lost in that way. The
Attention, so right on this one will be shown as long you listen to what do you do
Well, this at San Francisco. I know that this is a known issue. So this is normal for me like this, but
What I would do, if, if you would, expected this item to be lost. You can go back and you look at your last phone profiles and make sure that they're set up in a way that will capture all of the items, it's very tricky and
Megan during that later today. So depending on how you set those up, you could easily miss from item.
Well, yeah, right. And in our configuration that should have
Yeah yeah should be. But this is this is normal for for San Francisco for the average captured at the time.
Okay, so actually
After sitting with
Megan.
Analytics training yesterday and
She did a lot of this work for me and probably a lot better than what I was going to do. So I'm going to just show you some things that she showed us yesterday.
If you weren't here yesterday because I feel like those winds are actually really good report for finding the delinquent fine accounts with patron information.
So,
We'll go to the catalog here and the ones that she was going through. We're in the shared see I have it written down here.
Community.
Report.
Shared report, and then this experts services.
So the first one that I want to
Show you is
Item to my status over
Stays and also when you're in here opening things and they shared folders always click on Edit open for some reason does not work, but it gets you into what you need. So
I'm actually going criteria heroes.
So,
This information here does not have also does not have the book information, but it gives you more opportunities to narrow down
What you're looking for.
And you can also see more fields that you may not have been able to
See when you're doing the fulfillment set
And also, I do want to bring your attention to this sequel timestamp add
Megan. The touched on it yesterday. But this is a very useful tool to do a rolling date on your report so that you don't have to figure out what was 60 days ago. It just does it automatically for you. And so here's a report that is on you can
Edit this filter copy it save it also use this one is a day and you can do
Our days, weeks and months, I believe.
And just by changing the word day to whatever you need. And then your time.
Over here, this number is going to be how many days ago. How many hours ago. How many months ago your list.
This other one here.
And you can. What I would suggest, with any of these shared report if you're going to use them save open them.
In your own folders and then start manipulating
And as Megan said yesterday Steve Austin. You never know when you're going to get timed out
over a month actually stopped sharing, real quick, in case my patron information shows up on this one finds over $20 before August 1
Okay. Yeah, this one moves, but I didn't want to
Show that back. So this one when you're in the fines and fees section here.
This is transactional based
Analytics. So you can get your patron information, you can get the book information, you can get the find information, all in one report. So, this particular one is actually very basic. You can add more things into it like you want
The
I really looked at my screen. The user details.
You know, you can add in the first name, last name,
You can add
A loan details will give you the barcode calm the title of the book.
And then also your date here. So the creation date is when the fine was incurred on their record the transaction date was the date of the last transaction whether like if you wave task. The Fine, then that's going to be your transaction data.
May not be the same as the creation date.
So,
This is another one that I would actually recommend for looking at your historical find what still out what's being built, and you don't have to use this strictly for last items. This can be used for any kind of fine.
You know you want to see how many
Course reserve fund haven't been paid.
This is a good way to do that as well.
So there's some other ones in their
Catalog. I recommend just looking through
You know, trying to
Seeing what works and manipulate relating them.
So they were much better than what I probably put down on my own.
And I
Read
So for those of you that weren't here yesterday, this expert services folder is something Megan's started against tutelage different campuses are different.
Institutions and consulting and helping them you know troubleshooting problems reports that she created during those visits that she thought, with the help other people
So I am going to demo, I'm going to demonstrate reading room.
folly, our special collections.
Wanted their server their materials to circulate in reading room so that what that means is they don't take them out of the building, but they so
A patron can play the request have something pulled from the archives and brought to the reading room and when they come in and they'll get an email just like any requesting if you're ready for you.
So they come in and they check it out. And we have it set up for a three week checkout period where they can come and go and use it in this reading room and it will remain on the whole shelf for them and soul that checkout time is done and then it goes back and we are
So,
How do I
Need to share. Again, I stopped the share
Down at the bottom.
Joining me come back if you click, click on the second
Actually
Yeah.
easier when you're
Watching
So let me just show you really quick how you figure
Hour.
Okay.
So if you go into the configuration.
And under fulfillment.
You have to limit it to the library level. So I'm going to go to our Special Collections Library, and then you see the option of circulation desk.
And we have one circulation desk.
And I have the box checked reading
So pretty simple.
So that's all you need to do to make it as a reading room.
So now.
My patron in one search and I want to have something brought to the reading room.
Alright.
So you can see this is available at the Special Collections fourth floor.
And there is a request.
It does say the book is library use only we set up our special collections as non circulating because we wanted them to show up as libraries only
If we didn't want them to show up as well because that was like the only two options. So you'll see why I'm telling you this later on. But anyway, so the patient sees its library use only, but it is request so they can request it.
Tells them the pickup location will be the special collection.
So now when I'm in Alma, I'm going to train. I have my currently at location set up here is the special collections, I have to be at that circ desk. And then when I do my pic from shelf list.
I see this Ford archives there so I know someone's requested it. So I'm going to go pick it up from storage or wherever we have it, and then I'll go to the scanning items screens and scan it in and that will send the notice to the page in that they're hold his
Body and you can see the request process type says patron physical item request that says who the request or is when they put it on the whole shelf. They can put it under the requesters name.
So now when I come into the library as the patron. I got my email saying it's ready.
They will go get the item offbeat. Well, Bill, they'll bring up, they'll scan my ID and they'll see user has one item waiting for pickup at this stuff. So they'll get it off the shelf and then check it out to me.
And so it's saying items lot not Loanable and that's because of just what I said as I set it up is not not circulating item, but the people at the circ desk have the ability to override for this is just sort of our work around to be able to get it to the play the way we wanted it.
So we just override it and it will check it out to me. Now you can see it checked out. Give me a three week check out date.
So now I'm in the reading room. I'm using my item and then when I'm done with it. I go, you know, I go back up to the circ desk and I finished.
But you can see when you're doing the check in the return items. There's a check in mode. So I can say this, the final check in on completely done with it. You can put it back into the storage or I can say
I'm still going to be using this, you know, within my checkout period, so keep it on the reading room. So just show you what happens. So if I say not final. And I scan and
It'll give me a message saying Rochelle and reading room so that circ desk person knows keep this on the reading room wholesale for this patron.
And it says here and again in the next shelf. So that's the so it's still on my account. It's still in use.
So then
You know, I come back in the next day.
Check it out again.
Okay, so I still have that big loan date. So now when I come. So now say I am done with it. I just want to show you the difference between the final and the final so now calm and I say I'm completely done you can send it back. And when they check it and
It does have no pop up message. And the next step is just Rochelle to Special Collections.
So that's
Special
To you that you have set up for the three week check out yes I did that.
Right. Yeah. No. Yeah.
So what I'm going to do is that
Configuration back in office. So I want to see what to
See, this is a good get to show you will would be done with this later, but a little preview now. So, this
Fulfillment configuration tool is a great way to see what you know if you're ever having problems, things aren't checking out the way you are expecting
You can put in your patron and your barcode and it's going to tell you and I have it set up on loan here. So it's going to tell me what to use and everything is using so oh well.
Like I named it so I have a fulfillment. So the rule puzzlement the reading room alone rule and the terms of use is meeting rooms.
Can look at that.
So I do. You can see I have it set up not alone is Loanable is not for alone what I was telling you about. And the due dates to be weak loan.
So,
Sure you have the fines and everything set up for everybody to get the same
Same three weeks.
Let me look on my fulfillment in it rule. I think so. I think we have it. I don't think we have like different things for faculty or anything, but I'll look on my
Helmet unit.
In list.
Yeah, so I only have it's just defined by location. So all users at the same the same treatment.
Skills deal with
And know what you
Have there just went into the public, they don't have. Yeah, that's a great question because that is something our
Special Collections wanted like other people that are not our, our old patrons to be able to use that. And actually, when I was that you Luna, I found a school that actually had set up this whole functionality, where we're patrons can get this special
You know registration online. And so that's something that's that's like
Next year that I want to do, but right now it can be an otter user. But, and that's something I think a lot of special collections are probably interested in. So I think our group will probably be working on this year.
Yeah, and I do have someone in Oregon State is doing that. So yeah, I will get to
That email about his bachelor kind of our standard
Yeah yeah
No.
Question about it, how
Does most people use like just for the scanning items do they keep that check
Something that you use statistically in your library. I know cuz that's the one thing is I know all of our problems have it defaults to
But I probably might throw off any statistics. If you ever decide to use and how to use as a
You know, something to you know just experiment will have it, our students really only kind of they're using this scan an item is when they do the pickups around the library. I just been when we actually want them to be recording the
So,
Yeah.
But what I heard is anytime you return an item or scan it in its recording that in house us because a lot of times you know i would tell her students. If you're not sure you check this in already check it in again. And that's going to actually
Because you told me the answer.
I think it's only if you're in the item function that checking in and checked out. Item councils have an in house.
Or something. Yeah.
On late, but if you just check in and it's not checked out registers.
Generally the but only in return item.
non standard items. Oh, in an item, if you have this dress. Right. Yeah. You don't have to read. I've read travels with this kind of misbehaving.
And use that we have a really good return we do the return is, but I believe if you have the register and helps you checked it yeah yeah presidents are good. Yeah, that's how we are you know yeah yeah
Often does not
Getting
Everyone had their in house uses like statistics are through the roof and they look at the patron usage and they'll be blank. I was like, how can you have a blend is like, Oh, they're just in how useful. So I had to make sure you know no allows
For statistic. Because up in your fulfillment.
And then we had a big problem without when we started because a lot of our smaller departments, we do all the check in.
But then they would recheck and things once they got to their area. Just to make sure. So you're getting double in house use for everything. So you're like, why use for the theory, like right
Yeah, so it's kind of the learning curve I have you checked in its own
We pretty much only you
Return item. Okay. And so he's very clearly train the students to check or uncheck depending on what they're doing, just so they're more mindful of it.
Right.
Away from fast no interruption mixture. Right. So, so we'll have to encourage them to watch this screen. What happens message popping up once this won't happen to say okay
So,
So what's your don't know which one day you are back have a few of those are worthy double count.
Okay, so that is the end of our demos. Is there any questions about anything we download today.
I don't know.
The user is you
Find in all over
Again, once you then it's then it's changing it, right, is that that will be fine if I
ever used only and have a concert coming on the show so can affect him like one group actually check it out because we have faculty able to check out
Reference it for one day or periodicals for one day. So if there's one group that can check it out. It's Loanable I know what I've noticed is everyone almost everyone
Looks up for Long Beach has something to say find him to see policy or something like that. I think we're going to change to something like that because it is confusing if
A member of the public is not playing didn't even they they go there if they see mono like they said that I can check this out, right, so that is probably that is something change in all my slate differently. It's great if you didn't
Policy type in the sign and display. But I think it's mandatory.
To that it is possible that just like one person or one group can check it on as your faculty that can check out almost anything.
Any other questions. This is a good time where you have. We have a lot of good minds in the room, anything else that's been on your
Can't you have to talk about wer quarters, if anyone's interested in work quarters or you don't have to
Do you have work orders really that I was wondering if there was a way to
Track
I
Only work word that we use in repair, just so that transferred to another location. And that's what you found to be helpful.
And we just, we just have the most basic one work or department with two people who are in that department so no one can really mess with it.
And also one status that just says ending so that to the public. It just says something very straightforward. It ended, but you can have more granularity by saying, oh, torn pages.
Call number, you know, they don't need to scan it in my
Area and
They can, they can they can they can definitely again it just what you would do is just give an item over two persons responsible for it, they get in their department, which is called in repair and just scan it now becomes part of their
We use recordings
And then if
You don't want it. We have emerged.
Um, I didn't like the way that works, but we don't want to have a standard again and again and again. And we literally just don't divide them record and
Remove the word order and it takes it out. What, what you can do is actually and I don't know if you'd ever want to do this, you can actually make the work
The work order department be your desk and then that that does that takes away the need to do all that scanning. So the circulation desk would now be the repair and it takes care of it, but only one operator can actually like that, you know,
That way there's no transiting because what you know the circulation desk is this last point to scan it in and then you could you could just when you're done with it, just it's done. Okay, now shelf, because the department in circulation, though. Yeah. No need for transit.
Locally, and then
They don't even know what you're like yeah
I think most people it's for us we were going to try to be really fancy with it. And we realized we want to use the department to just
Be another location that people will know where it's at any one and Alma and anywhere. Anyone looking at one circle nowhere. This item is that
It doesn't have to be like a temporary location. It's just somewhere over there. And then when done it just gets transmitted back. We have a workflow, where it just get to put on with a new book. So everyone who's scanning and anything from the shelf.
At the playbook or something that's just been finished being repaired. It just gets scanned and it helps it towards those
So,
But that just that requires you to like, everyone understand what this workflow and see. We do that and services.
Are are experiencing millennium was there were hundreds of things that said it was stolen tech services.
Interrupted so much rather troll legend.
Service services controls our department.
Yeah, that that's where we found it.
So I think it looks like there are like a lot of questions on Twitter. So I think maybe at the next Open Access Services open meeting, maybe, Kevin. They'd be like, we can work on some kind of
Work order workload or training, just because we're getting close on time now but i think i think there might be some different scenarios and the URL like we use work orders for mentoring and
Maybe talk
That I wanted to just have a little bit of time to find out what all of you would like the functional group to be focusing on the next year. I think this first year, we've been really concentrating a lot just about
Getting everyone up and running and figuring things out. But now I think
There's a lot you know mostly figured out, maybe there's still some of you know, like, you know, I think now, maybe it's time to come to like the next level to start really using the functionality of the system. So,
Really want to know, like, yeah, what is it that you want us to really work on letters are worth borders or, you know, or what do you guys need or want
For the upcoming year.
During your functionality that you haven't really been able to implement yet that you
would like people to have to research or look into.
It.
Lots of snafu. There's a lot of stuff that we're doing manually.
I just can't imagine
where it talks.
Fines on students account, some sort of thing. Yeah.
And we don't
Know, every
Are counting
Money didn't want anyone handling money.
Just having
Babies if anybody's
Sure you
Know the Thera campuses, who has done that or who are going to do that so
We have to run the report on their
Put down your name.
How we did it.
On library whole they are more than $25 they don't know
Right.
Manually, or we do right now, but we're working
Sounds like I think they finally got
In the spring, where, where you think that they pay their fees.
So the next part of dad is that there
automate that process overnight.
Phase three will be they're going to
Add a
Little slow will give it when
He's go ahead and
Close.
Locally and Alma
Return.
Will take credit
The credit. We're also going to the file.