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About this page

FUWG Project Name:

Page content contributors:

Julie Petzold, ebouffard, Michael B. Mellor, Kara Young

Contents:

Brief description of project

SEC New Library Checklist

Testing


ScenarioUser RoleOwning LibraryPick-Up LocationDesired OutcomeResultNote
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
  3. Resource Request Slip "printed" successfully
  4. Expiration date of  is correctJulie Petzold check that it comes off the hold shelf
  • 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
  3. Resource Request Slip "printed" successfully
  4. Expiration date of   is correct Julie Petzold check that it comes off the hold shelf
  • 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
  3. Resource Request Slip "printed" successfully
  4. Expiration date of  is correct Julie Petzold check that it comes off the hold shelf
  • 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
  •  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
  •  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
  •  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
  •  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
  • 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.
  • 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
  • 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
  • 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.
  • 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. 
  •  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.
  •  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.


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.

Loans of SEC GEN Items

GEN: 32044147090542

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

Returns of SEC GEN Items

GEN: 32044147090542

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

Other Discoveries

  • SEC GEN items cannot be loaned at a non-SEC Circ Desk without override--this is probably 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 and therefore the appropriate routing messages do not appear (and the item remains on the user's account)
  • non-SEC items cannot be returned at SEC--is this an issue? probably not as returning an item will send items in transit, except if the item is destined for an SEC hold which, in this case, would start the hold-shelf clock. 



Communication plan

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