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Brief description of project

SEC New Library Checklist

Testing


ScenarioUser RoleOwning LibraryPick-Up LocationDesired OutcomeResultNote
Requests to SEC










Staff (Student and Faculty)Widener: 32044074181603SEC
  1. User can submit a request, but they do not receive a notice when the item is "Returned" at SEC
  2. Hold slip "prints" when the item is received at SEC
  3. 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)?
  1.  SEC does not appear in the Pickup At drop down for a Physical item request
  • 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
Staff (Student and Faculty)Yenching: 32044140673617 SEC
  1. User can submit a request, but they do not receive a notice when the item is "Returned" at SEC
  2. Hold slip "prints" when the item is received at SEC
  3. 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)?
  1.  SEC does not appear in the Pickup At drop down for a Physical item request
  • 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
Staff (Student and Faculty)

Gutman: 32044118482694

SEC
  1. User can submit a request, but they do not receive a notice when the item is "Returned" at SEC
  2. Hold slip "prints" when the item is received at SEC
  3. 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)?
  1.  SEC does not appear in the Pickup At drop down for a Physical item request
  • 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
Special Borrower (e.g. Alum)Widener: 32044074181603SECUser cannot submit a request to SECWas able to request to Widener only
  •  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 SECWas able to request to Yenching only
  •  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 SECWas able to request to Gutman only
  •  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 SECWas able to request to PRR only
  •  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 SECWas able to request to Yenching RR only
  • 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 SECNo items available for the request due to policy.
  • 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 SECWas able to request to Yenching RR only
  • 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 SECWas able to request to Yenching RR only
  • 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 SECNo items available for the request due to policy.
  • 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

Was able to request GEN to SEC

No items available for the request due to policy. (RES only)

 
Special Borrower (e.g. Alum)SECanyItem is not requestable

Was able to request GEN to SEC

No items available for the request due to policy. (RES only)

 
Visiting ResearcherSECanyItem is not requestableNo items available for the request due to policy. (both GEN and RES)
Library GuestSECanyItem is not requestableNo items available for the request due to policy. (both GEN and RES)

Loans of SEC Gen Items


GEN: 32044147090542

StudentSECn/aItem is loanable according to item policy and user group  
FacultySECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 9/10/20) 
StaffSECn/aItem is loanable according to item policy and user group  
Special Borrower (e.g. Alum)SECn/aItem is loanable according to item policy and user group  
Visiting ResearcherSECn/aItem is loanable according to item policy and user group

Library GuestSECn/aItem is loanable according to item policy and user group

Returns of SEC Gen ItemsStudentSECn/aItem is returned and becomes "on shelf" at SEC  
FacultySECn/aItem is returned and becomes "on shelf" at SEC Okay (reshelve to GEN) 
StaffSECn/aItem is returned and becomes "on shelf" at SEC  
Special Borrower (e.g. Alum)SECn/aItem is returned and becomes "on shelf" at SEC  
Visiting ResearcherSECn/aItem is returned and becomes "on shelf" at SEC

Library GuestSECn/aItem is returned and becomes "on shelf" at SEC

SEC "Reserve" ItemsStudentSECn/a  Revisit if necessary once "reserve collection" is configured appropriately
FacultySECn/a  Revisit if necessary once "reserve collection" is configured appropriately
StaffSECn/a  Revisit if necessary once "reserve collection" is configured appropriately
Special Borrower (e.g. Alum)SEC n/a  Revisit if necessary once "reserve collection" is configured appropriately

Other Discoveries

SEC GEN items cannot be loaned at a non-SEC Circ Desk without override--this is a non-issue

SEC GEN items cannot be returned at a non-SEC Circ Desk without override--this is a problem as library users can return materials to any library


Communication plan

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