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  • Amy will bring to CCDSC in an upcoming meeting
  • Do we want "claims returned" items to be "requestable"?

5/14/20 Updates

  • Next meeting is and this is on the agenda

Testing

  • Come up with a test plan to allow the ELT Absent Items group to answer their questions about what is possible. Questions, from the Absent Items group:

    • Is possible to change the configuration of the loan policy “lost” so that when items become lost they are no longer requestable
      • KY: I configured this on sandbox (circ fulfillment unit only)- needs testing. Wondering what the workflow is for removing lost items (I thought requests on lost items were tracked for collection development purposes to determine whether to re-order such items?).
    • and also so that the manual or automatic change of loan policy for a given item will move or cancel any existing requests on it.
    • Would be possible to turn off the automatic billing of lost items (set for $100) and manually bill patrons through Alma later?
      • KY: Lost billing is set up on TOU rule. So for regular, circulating items (fixed due date), we'd be turning off the auto bill for everything. But yes, this is possible, and it is also possible to manually bill.
  • Laura did the Sandbox configuration, but needed to “hit the batch job Sandbox” so items went to lost
  • Jackson:
    • There doesn’t seem to be anything “lost” and “requested”
    • More testing details are possible
    • Claims Returned to “not requestable.” Is this possible, Jackson couldn’t find documentation on this? Laura will look.
      • KY: configured on sandbox (circ fulfillment unit only)- needs testing.
    • When Jackson manually changed an item to “lost” the open request(s) wasn’t automatically cancelled
      • In production, request is likely cancelled as part of nightly request job cleanup. See Requests- handle expiration step. We can probably test this on sandbox and see if this job does it automatically.
  • Question: how do other circulation libraries (AJB, Dumbarton, Berenson, Fung, Wolbach, Center for Hel, Arboretum, Radcliff) that aren’t represented by FWG or ELT get input on policy changes
    • Spruill will ask Alma hours contact and ask who would be the best contact for Alma Fulfillment config changes
    • Laura will ask Bill to get a complete list of circulating libraries for FWG to aid in future communications

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