Project List

Current Projects

Requester	Request Date	Target Completion Date	Prioritized Date	Status	Size	Priority	Title/Scope	LTS Lead	Library Lead	Impact
FuWG	7/22/21	Spring 2022	7/22/21	In Progress	Medium	High	Timeline for restarting Fulfillment Services	Kara Young	Amy Boucher Spruill Harder Julie Petzold
FuWG	3/19/20	TBD	3/19/20	In Progress: JP	Medium	Low	Superseded patron categories (e.g. zzDONOTUSE)	Kara Young (Unlicensed)	Spruill Harder Julie Petzold	These were supposed to age out over time, but after 1.5 years, many of these patrons have loans/fines/requests still.
	pre-July 2019			In Progress: KY			Patron-facing notice inventory	Kara Young (Unlicensed)
FuWG	3/19/20	Spring 2022	3/19/20	In Progress: FWG	Medium	Medium	Care and maintenance of hold requests	Kara Young		Old hold requests and other issues clog the monitor screen and make it hard to determine real impact of waiting hold requests during a crisis.
FuWG	3/19/20		3/19/20	In Progress	Medium	Low	Items on file at HD or RD, but don't have those locations in Alma	Laura Morse	Julie Petzold Spruill Harder	Requests on these items via Alma will not be transferred to the remote storage facility. Also, on return, operators will not be told to send the book to remote storage.
FWG/ELT	December 2019		4/2/20	Needs Implementation	Large	High	ELT's Absent Items		Jackson Childs Amy Boucher
AS	2/3/23			Testing	Small	Medium	Relaunch Lamont Lockers	Kara Young	Julie Petzold Laura Sherriff	Restart the Lamont Book lockers as an optional "hold" location for patrons.
AS	2/15/23			In Progress	Small	Medium	Shift items to WID for EDIBA collection (WID WSRR)	Kara Young	Jackson Childs	Repurpose old workorder so that HD/RD items can be temp loc'd to new WID Location. Design workflow for requesting items and putting them in the correct temp location. Investigate longer term option for new item policy that allows loans but no requests.

Requests To Be Prioritized by the Fulfillment Working Group

Requestor	Request Date	Title/Scope
	pre-July 2019	Alma Documentation
	pre-July 2019	Limits in Access to reserves materials
	pre-July 2019	Billing for overdue reserves/short term loans
	pre-July 2019	Overdue notice config testing
	pre-July 2019	02 items lending period
	pre-July 2019	7-day loan (24) items auto-renewing (turn off)
	December 2019	Recall period configuration
Julie P.	January 2020	“Move temporarily”

Completed Projects

Requestor	Request Date	Completion Date	Size	Priority	Title/Scope	LTS Lead	Library Lead	Impact
	pre-July 2019	November 2019	Small	Medium	Patron loan history: limit to 60 days in Alma	Kara Y		No change to patron view in HOLLIS's My Account; will impact data available in staff-Alma view.
	November 2019	November 2019	Large	High	Location-based fulfillment policy	Corinna		Streamline cataloging
FuWG	3/19/20	4/30/20	Medium	High	Overdue fine clean up that result from recalls	Laura M	Steve B	Do not want to fine patrons for not returning items while libraries are closed.
FuWG	3/19/20	4/30/20	Small	High	Updating Due Dates	Laura M	Steve B Amy B	Libraries are closed for foreseeable future, would like to avoid patron confusion about what to do with items due back to library.
FuWG	3/19/20	4/30/20	Medium	Medium	Reserve List Errors	Laura M	Ronnie B Ryan M	Do not want to have erroneous lists appear to users.
FuWG	3/25/20	5/29/20	Small	High	Create a contact list for libraries not represented in FuWG or AS ELT	Kara Y	Julie P Spruill H	Need to include all libraries that circulation materials in information gathering and communications.
LTS	February 2020	6/3/20	Small	High	Alma Hours	Kara Y	Julie P
	February 2020	7/16/20	Medium	High	Best Practices for Due Back Dates for Reserves		Ronnie B Spruill H
	March 2020	9/17/20	Small	Low	Flip DVDs from (24) to (01)?	Kara Y	Steve B
FuWG	4/30/20	5/14/20	Small	Low	Current, Active Patron Requests	Kara Y		Items will remain on Hold Shelves for 365 days. Will need to revisit when we return to "normal."
FuWG	6/4/2020	9/10/20	Small	High	Round 2 - Updating Due Dates	Laura M	Steve B, Jason C	Some patrons now have new expiry dates. This will allow us to bump out their due dates further than their prior expiry date.
EOC	pre-July 2019	Fall 2020	Large	High	Item Policy standardization and documentation		Amy B, Spruill H
AS	October 2020	Summer 2021	Medium	Medium	Countway locker configuration	Kara Y	Julie P
FuWG	3/19/20	1/25/22	Small	High	Customers that haven't gone to AR (or Student Billing) cleaned-up	Laura M	Steve B Jason C	These fines will not be collected, as they are in limbo (closed in Alma but not accepted by AR due to customer issues).
	November 2019	1/25/22	Medium	Medium	SEC locker configuration		Julie P
RTL	May 2019	1/25/22	Medium	Medium	Tech Lending Working Group	Kara Y	Julie P
	February 2020	1/25/22			MeScan Pilot		Spruill H
	pre-July 2019	1/25/22	Small	Low	How to handle requests and recalls during intersession	Kara Y	Julie P
FuWG	3/19/20	Closed	Small	Low	Messed up barcode (HVD-2, etc.) cleanup	Kara Y Laura M	Jason C	Do not want to maintain bad data in Alma. Makes reconciliation with lenders difficult.
Collections Librarians	1/7/22	2/17/22	Small	Medium	New Item Policy: In-Library (63)	Kara Y	Julie P	Provides clarity on in-library use policies and adds new policy which restricts lending via ILL but allows for S&D activities.

FWG Implementation Group issues for resolution converted to Project List on 3/18/20 by JP