[Wactclc-alma] [EXTERNAL*]-Re: Holds configuration and library relationships

Thu Feb 6 11:34:57 PST 2020

Things were working just fine before the end of Fall quarter, so I’m not sure what happened over the break that made things change and the only thing I can think of was that the Technical Services desk where I receive items for both Mount Vernon and Whidbey was set up, and that screwed up the holds.

Like I said in my first email, is that the location to select Whidbey as a hold was placed under the Mount Vernon drop down menu, whereas before it was separated out and we didn’t have the third option in our listing.  Here’s a screenshot of what it looks like:

[cid:image001.jpg at 01D5DCE1.74500050]

The third option of no campus didn’t used to be there, and then when we got back from the quarter break in December, the Whidbey option (which is shown) actually wasn’t shown, but Whidbey was listed underneath the Mount Vernon option.

Elena and I were able to separate it out, but either way, it was printing a resource request slip when the location was changed.

Kirti, to answer your question in your latest email, we have been changing location since we got Alma because of the floating collection policy we have, and we currently don’t have the “reshelve without transit” rules set up, so it should continue to work just fine the way we were doing it, since that new option isn’t enabled.  Unless during one of the updates, that option got enabled without us knowing and we have to go in and configure/enable it further to work with our procedures/processes.

And no, if we just put the item in transit without changing the location, then the resource request slip doesn’t show up.  But since we have a floating collection, we would need to go in and change the location anyway.  And I’ve experimented with when the item’s location is changed, and it doesn’t matter.  A resource request slip gets generated no matter what now.  It didn’t used to be this way in Fall quarter.

I’ll look at the “reshelve without transit” config and knowledge center article.  Maybe it did get enabled without us knowing about it during one of the updates and that’s why things are screwed up over here.

Thanks for your help with this issue.

Stephanie

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Elena Bianco
Sent: Thursday, February 6, 2020 11:24 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] [EXTERNAL*]-Re: Holds configuration and library relationships

Yes, I remember you mentioning that last quarter, Wade, and we haven’t had time to try this yet, but will do so.

Thanks.

Elena

Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Thursday, February 6, 2020 11:09 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [EXTERNAL*]-Re: [Wactclc-alma] Holds configuration and library relationships

I believe what Kirsti is suggesting is that changing the item location before scanning the item for transit will cause this.

You should let Alma handle this part automatically. Scanning the item in Whidbey to fill the hold will put the item in transit to MV. And receiving the item at MV will let Alma know that the item is currently in MV.

If you want to achieve floating collections, you can set up ‘reshelve without transit’ rules, so that the item lives wherever it lands, and won’t go back into transit after it is returned by the patron.

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Library#Adding_a_Reshelve_Without_Transit_Rule

Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Thomas, Kirsti
Sent: Thursday, February 6, 2020 9:43 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Holds configuration and library relationships

Stephanie,

You say “Whidbey changes the location and scans for transit.”  Does this mean that Whidbey staff change the permanent or temporary location in the item record to be a Mount Vernon location instead of a Whidbey location before putting the item into transit status?

Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Stephanie Levesen
Sent: Thursday, February 6, 2020 08:45
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Holds configuration and library relationships

Hi,

At the end of Fall quarter, Wade helped us create a Technical Services desk so that I could receive items for the two campus libraries that we purchase items for and I didn’t have to bounce back and forth between the two circ desks in doing the books.

Since it happened at the end of Fall quarter and then we closed for the break, I didn’t have a chance to really play with it until I got back in January.

One of the things that we discovered with this change is that our library relationships seemed to be messed up and when placing holds, the Whidbey Library was listed as under Mount Vernon’s library options.  The Whidbey Library should be it’s own separate library option not listed under Mount Vernon.

Elena and I worked to fix it through the configurations, and we were able to get it to show the Whidbey Campus listed as a separate library to choose in the drop down for where to pick up the hold.

However, what is happening now, is that every time MV requests a book from the Whidbey campus to get sent over here, we place the hold, choose MV, and then when Whidbey changes the location and scans for transit, we get a resource request slip generated over at the MV campus print queue saying it’s something we need to pick up.  And then it’s a bit confusing as we figure out why the book isn’t on the shelf when it shows it’s in transit.

This was not happening before the Technical Services desk was created, and Elena and I aren’t sure who the relationships got mixed up or adjusted to have this happen.

Has anyone experienced this before or know how to fix it?  Elena and I have been through the configurations for both holds and library relationships and we’re not sure why the resource request slip is getting generated over here when it shouldn’t be after it’s set into transit.  We have a floating collection and that’s why the book’s location is changed.

Thanks for your help with this issue.

Sincerely,

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

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