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High level updates from the past 3 months
- Restarted financial billing operations (Termbill/AR) that had been off since March 2020
- We've completed the backlog review of Fulfillment enhancements (18 in total) and are in the process of testing and implementing (7 in total) the enhancements that had traction with the group. We are in the process of forming a subgroup to review Leganto enhancements: conveners have been selected and a charge has been created, next steps are scheduling the meetings.
- We developed and implemented a strategy for Quick Print rollout to solve the problem where hold slips would have long delays in printing and/or print twice.
- Received an overview of Aleph HART data from Allison Powers and Jim Hodgson. Group discussed various use cases for the data.
- Created ad-hoc group for reviewing Leganto requests and testing LTI 1.3
Initiatives or projects for the next 3 months/future planning
- Kickoff Leganto enhancement review.
- Review and test Leganto LTI 1.3 (timeline may be longer than 3 months due to staff constraints; possibly will target intersession for cutover, TBD).
- Close out the Items on file at HD or RD, but don't have those locations in Alma project
- Review Care and maintenance of hold requests and identify any that need attention/review
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In the fulfillment realm, we have spent several months planning for the final parts of re-opening: resuming student and staff billing for lost/overdue items. We reactivated lost loan billing and will soon resume running exports to Termbill/AR. The primary focus of the working group has been on transitioning group membership. This involved developing plans to close out and complete existing projects (pseudo-patron cleanup, item policy 63, etc.) and preparing for FWG's new members (revisiting the charge, setting expectations, preparing for enhancement review, etc).
Initiatives or projects for the next 3 months
Review and, when appropriate, test Alma enhancements for Fulfillment and Leganto that were released from January 2020 to present. Fulfillment enhancements will be reviewed by FWG directly, Leganto enhancements will be reviewed with an ad hoc group of reserves experts led by FWG members.
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We have continued to work towards re-opening in-person services to pre-pandemic levels Timeline for restarting Fulfillment Services.
Initiatives or projects for the next 3 months
Our original plan for January was to focus on overdue fines, patron notices, lost and claimed returned jobs, billing feeds, and requests on items in various process states–all outlined in the Timeline for restarting Fulfillment Services project. We also planned on changing the SEC Locker configuration so that it follows the Countway model.
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Most of our work in the past few months has focused on planning for re-opening in-person services (Timeline for restarting Fulfillment Services). However, we also made progress on Customers that haven't gone to AR (or Student Billing) cleaned-up and Care and maintenance of hold requests. We also launched the Countway locker configuration.
Initiatives or projects for the next 3 months
We anticipate we will continue work on Timeline for restarting Fulfillment Services, as well as various clean-up projects that were postponed until staff returned to the stacks. The SEC locker configuration will also launch soon. Finally, we have many Alma Enhancements to Consider that need review and group discussion.
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