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SEC New Library Checklist

Modified Workflow for Countway Lockers: See Word Doc in Teams for most up to date information.

4/30/20 Updates:

  • Sandbox gets reset in August, Sandbox config can probably put into production before then

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ScenarioUser RoleOwning LibraryPick-Up LocationDesired OutcomeResultStatusNote
Requests to SEC










Faculty (Student and Staff)Widener: 32044074181603SEC
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days
    1. Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?

4/28 test

  1. Request submitted
    1. When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
  2. Received "Requested Item Available" notice for:
    1. 32044074181603
    2. 32044140673617
    3. 32044118482694
    4. Retested and did not receive notice for:
      1. 32044111673190
  3. Resource Request Slip "printed" successfully for all tests
  4. Expiration date of  is correctJulie Petzold check that it comes off the hold shelf
    1. Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
  • Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
  • Kara: Put Julie's email in for the printer
  • Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff)Yenching: 32044140673617 SEC
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days
    1. Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?

4/28 test

  1. Request submitted
    1. When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
  2. Received "Requested Item Available" notice for:
    1. 32044074181603
    2. 32044140673617
    3. 32044118482694
    4. Retested and did not receive notice for:
      1. 32044111673190
  3. Resource Request Slip "printed" successfully for all tests
  4. Expiration date of  is correctSEC and Countway locker configuration check that it comes off the hold shelf
    1. Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
  • Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
  • Kara: Put Julie's email in for the printer
  • Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries

Faculty (Student and Staff)

Gutman: 32044118482694

SEC
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days
    1. Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?

4/28 test

  1. Request submitted
    1. When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
  2. Received "Requested Item Available" notice for:
    1. 32044074181603
    2. 32044140673617
    3. 32044118482694
    4. Retested and did not receive notice for:
      1. 32044111673190
  3. Resource Request Slip "printed" successfully for all tests
  4. Expiration date of  is correctSEC and Countway locker configuration check that it comes off the hold shelf
    1. Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
  • Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
  • Kara: Put Julie's email in for the printer
  • Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries

Special Borrower (e.g. Alum)Widener: 32044074181603SECUser cannot submit a request to SEC

4/28 test

  • Was able to request to Widener only
Completed successfully
  •  Julie: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)Yenching: 32044140673617 SECUser cannot submit a request to SEC

4/28 test

  • Was able to request to Yenching only
Completed successfully
  •  Julie: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)Gutman: 32044118482694
SECUser cannot submit a request to SEC

4/28 test

  • Was able to request to Gutman only
Completed successfully
  •  Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting ResearcherWidener: 32044074181603SECUser cannot submit a request to SEC

4/28 test

  • Was able to request to PRR only
Completed successfully
  •  Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting ResearcherYenching: 32044140673617 SECUser cannot submit a request to SEC

4/28 test

  • Was able to request to YRR only
Completed successfully
  • Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting ResearcherGutman: 32044118482694 SECUser cannot submit a request to SEC

4/28 test

  • No items available for the request due to policy.
Completed successfully
  • Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library GuestWidener: 32044074181603SECUser cannot submit a request to SEC

4/28 test

  • Was able to request to PRR only
Completed successfully
  • Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library GuestYenching: 32044140673617 SECUser cannot submit a request to SEC

4/28 test

  • Was able to request to YRR only
Completed successfully
  • Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library GuestGutman: 32044118482694 SECUser cannot submit a request to SEC

4/28 test

  • No items available for the request due to policy.
Completed successfully
  • Julie: If picking a random person, make their email your email so you can see what notifications are generated

Requests for SEC Items

GEN: 32044147090542

RES: 32044005735204

Faculty (Student and Staff)SECanyItem is not requestable

4/28 test

  • GEN = No items available for the request due to policy.
  • RES = No items available for the request due to policy. 
Completed successfully
  •  Kara: SEC item locations are in the Circ fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Special Borrower (e.g. Alum)SECanyItem is not requestable

4/28 test

  • GEN = No items available for the request due to policy.
  • RES = No items available for the request due to policy.
Completed successfully
  •  Kara: SEC item locations are in the Circ fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Visiting ResearcherSECanyItem is not requestable

4/27 test

  • GEN = No items available for the request due to policy.
  • RES = No items available for the request due to policy.
Completed successfully


Library GuestSECanyItem is not requestable

4/27 test

  • GEN = No items available for the request due to policy.
  • RES = No items available for the request due to policy.
Completed successfully

Loans of SEC GEN Items at SEC

GEN: 32044147090542

StudentSECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 9/10/20)Completed successfully 
FacultySECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 9/10/20)Completed successfully 
StaffSECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 9/10/20)Completed successfully 
Special Borrower (e.g. Alum)SECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 5/26/20)Completed successfully 
Visiting ResearcherSECn/aItem is loanable according to item policy and user groupThis item can only be loaned from reading room deskCompleted successfully
Library GuestSECn/aItem is loanable according to item policy and user groupThis item can only be loaned from reading room deskCompleted successfully

Returns of SEC GEN Items at SEC

GEN: 32044147090542

StudentSECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully 
FacultySECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully 
StaffSECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully 
Special Borrower (e.g. Alum)SECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully 
Visiting ResearcherSECn/aItem is returned and becomes "on shelf" at SECn/aCompleted successfully
Library GuestSECn/aItem is returned and becomes "on shelf" at SECn/aCompleted successfully
SEC "Reserve" ItemsStudentSECn/a  Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
FacultySECn/a  Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
StaffSECn/a  Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)SEC n/a  Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma

Other Discoveries

4/28 tests and notes

  • SEC items can be loaned at SEC. Good. (See above "Loans of SEC GEN Items at SEC")
  • SEC items cannot be loaned a non-SEC locations without an override. This surprised Julie, but is fine. (Not documented above. Tested as an afterthought.)
  • SEC items can be returned at SEC. Good. (See above "Returns of SEC GEN Items at SEC")
  • SEC items can be returned at non-SEC locations. Good.
    • 32044147090542
    • Returned at HKS
    • Received message to route item to SEC as expected
  • non-SEC items can be loaned at SEC. This scenario seems unlikely, but also not an issue.
    • Julie Petzold as a "student"
    • Widener item 32044151944428 
    • Due date is as expected
  • non-SEC items can be returned at SEC. Good (for hold processing).
    • Local staff will have to be trained to not return non-SEC items for fear of triggering an SEC hold before it could be properly processed for the locker.

Communication plan