SEC locker configuration

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

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

5/14/20 Updates:

Julie Petzold bring in Mike and Emily for testing
Julie Petzold add note to Privileges wiki to revisit SB and Harvard Direct policy

Testing

Initial Testing

Scenario	User Role	Owning Library	Pick-Up Location	Desired Outcome	Result	Status	Note
Requests to SEC	Faculty (Student and Staff)	Widener: 32044074181603	SEC	User can submit a request User does not recive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days 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 Request submitted When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language Received "Requested Item Available" notice for: 32044074181603 32044140673617 32044118482694 Retested and did not receive notice for: 32044111673190 Resource Request Slip "printed" successfully for all tests Expiration date of 07 May 2020 is correctSEC locker configuration check that it comes off the hold shelf 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	User can submit a request User does not recive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days 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 Request submitted When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language Received "Requested Item Available" notice for: 32044074181603 32044140673617 32044118482694 Retested and did not receive notice for: 32044111673190 Resource Request Slip "printed" successfully for all tests Expiration date of 07 May 2020 is correctSEC locker configuration check that it comes off the hold shelf 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	User can submit a request User does not recive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days 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 Request submitted When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language Received "Requested Item Available" notice for: 32044074181603 32044140673617 32044118482694 Retested and did not receive notice for: 32044111673190 Resource Request Slip "printed" successfully for all tests Expiration date of 07 May 2020 is correctSEC locker configuration check that it comes off the hold shelf 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: 32044074181603	SEC	User 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	SEC	User 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	SEC	User 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 Researcher	Widener: 32044074181603	SEC	User 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 Researcher	Yenching: 32044140673617	SEC	User 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 Researcher	Gutman: 32044118482694	SEC	User 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 Guest	Widener: 32044074181603	SEC	User 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 Guest	Yenching: 32044140673617	SEC	User 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 Guest	Gutman: 32044118482694	SEC	User 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)	SEC	any	Item 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 GEN item locations are in the Smart restart 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)	SEC	any	Item 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 GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
	Visiting Researcher	SEC	any	Item 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 Guest	SEC	any	Item 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	Student	SEC	n/a	Item is loanable according to item policy and user group	Okay (loaned 4/27/20, due 9/10/20)	Completed successfully
	Faculty	SEC	n/a	Item is loanable according to item policy and user group	Okay (loaned 4/27/20, due 9/10/20)	Completed successfully
	Staff	SEC	n/a	Item is loanable according to item policy and user group	Okay (loaned 4/27/20, due 9/10/20)	Completed successfully
	Special Borrower (e.g. Alum)	SEC	n/a	Item is loanable according to item policy and user group	Okay (loaned 4/27/20, due 5/26/20)	Completed successfully
	Visiting Researcher	SEC	n/a	Item is loanable according to item policy and user group	This item can only be loaned from reading room desk	Completed successfully
	Library Guest	SEC	n/a	Item is loanable according to item policy and user group	This item can only be loaned from reading room desk	Completed successfully
Returns of SEC GEN Items at SEC GEN: 32044147090542	Student	SEC	n/a	Item is returned and becomes "on shelf" at SEC	Okay (reshelve to GEN)	Completed successfully
	Faculty	SEC	n/a	Item is returned and becomes "on shelf" at SEC	Okay (reshelve to GEN)	Completed successfully
	Staff	SEC	n/a	Item is returned and becomes "on shelf" at SEC	Okay (reshelve to GEN)	Completed successfully
	Special Borrower (e.g. Alum)	SEC	n/a	Item is returned and becomes "on shelf" at SEC	Okay (reshelve to GEN)	Completed successfully
	Visiting Researcher	SEC	n/a	Item is returned and becomes "on shelf" at SEC	n/a	Completed successfully
	Library Guest	SEC	n/a	Item is returned and becomes "on shelf" at SEC	n/a	Completed successfully
SEC "Reserve" Items	Student	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Faculty	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Staff	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Special Borrower (e.g. Alum)	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma

April 2021 Testing

Emily

Scenario	User Role	Owning Library	Pick-Up Location	Desired Outcome	Result	Status	Note
Requests to SEC	Faculty (Student and Staff)	Widener:	SEC	User can submit a request User does not receive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date) Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?			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:	SEC	User can submit a request User does not recive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date) Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?			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:	SEC	User can submit a request User does not recive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date) Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?			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:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Special Borrower (e.g. Alum)	Yenching:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Special Borrower (e.g. Alum)	Gutman:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Visiting Researcher	Widener:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Visiting Researcher	Yenching:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Visiting Researcher	Gutman:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Library Guest	Widener:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Library Guest	Yenching:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Library Guest	Gutman:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
Requests for SEC Items GEN: RES:	Faculty (Student and Staff)	SEC	any	Item is not requestable			Kara: SEC GEN item locations are in the Smart restart 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)	SEC	any	Item is not requestable			Kara: SEC GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
	Visiting Researcher	SEC	any	Item is not requestable
	Library Guest	SEC	any	Item is not requestable
Loans of SEC GEN Items at SEC GEN:	Student	SEC	n/a	Item is loanable according to item policy and user group
	Faculty	SEC	n/a	Item is loanable according to item policy and user group
	Staff	SEC	n/a	Item is loanable according to item policy and user group
	Special Borrower (e.g. Alum)	SEC	n/a	Item is loanable according to item policy and user group
	Visiting Researcher	SEC	n/a	Item is loanable according to item policy and user group
	Library Guest	SEC	n/a	Item is loanable according to item policy and user group
Returns of SEC GEN Items at SEC GEN:	Student	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Faculty	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Staff	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Special Borrower (e.g. Alum)	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Visiting Researcher	SEC	n/a	Item is returned and becomes "on shelf" at SEC	n/a
	Library Guest	SEC	n/a	Item is returned and becomes "on shelf" at SEC	n/a
SEC "Reserve" Items	Student	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Faculty	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Staff	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Special Borrower (e.g. Alum)	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma

Mike

Scenario	User Role	Owning Library	Pick-Up Location	Desired Outcome	Result	Status	Note
Requests to SEC	Faculty (Student and Staff)	Widener:	SEC	User can submit a request User does not receive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date) Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?			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:	SEC	User can submit a request User does not recive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date) Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?			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:	SEC	User can submit a request User does not recive a notice with the item is "Returned" at SEC Hold slip "prints" when the item is received at SEC Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date) Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?			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:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Special Borrower (e.g. Alum)	Yenching:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Special Borrower (e.g. Alum)	Gutman:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Visiting Researcher	Widener:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Visiting Researcher	Yenching:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Visiting Researcher	Gutman:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Library Guest	Widener:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Library Guest	Yenching:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
	Library Guest	Gutman:	SEC	User cannot submit a request to SEC			Tester: If picking a random person, make their email your email so you can see what notifications are generated
Requests for SEC Items GEN: RES:	Faculty (Student and Staff)	SEC	any	Item is not requestable			Kara: SEC GEN item locations are in the Smart restart 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)	SEC	any	Item is not requestable			Kara: SEC GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
	Visiting Researcher	SEC	any	Item is not requestable
	Library Guest	SEC	any	Item is not requestable
Loans of SEC GEN Items at SEC GEN:	Student	SEC	n/a	Item is loanable according to item policy and user group
	Faculty	SEC	n/a	Item is loanable according to item policy and user group
	Staff	SEC	n/a	Item is loanable according to item policy and user group
	Special Borrower (e.g. Alum)	SEC	n/a	Item is loanable according to item policy and user group
	Visiting Researcher	SEC	n/a	Item is loanable according to item policy and user group
	Library Guest	SEC	n/a	Item is loanable according to item policy and user group
Returns of SEC GEN Items at SEC GEN:	Student	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Faculty	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Staff	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Special Borrower (e.g. Alum)	SEC	n/a	Item is returned and becomes "on shelf" at SEC
	Visiting Researcher	SEC	n/a	Item is returned and becomes "on shelf" at SEC	n/a
	Library Guest	SEC	n/a	Item is returned and becomes "on shelf" at SEC	n/a
SEC "Reserve" Items	Student	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Faculty	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Staff	SEC	n/a			Not started	Revisit if necessary once "reserve collection" is configured to not circulate in Alma
	Special Borrower (e.g. Alum)	SEC	n/a			Not started	Revisit 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.

SEC locker configuration

Brief description of project

Testing

Other Discoveries

Communication plan