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:01 | Housekeeping | Dung-Lan | |
:04 | Claiming Mockups | Dennis Bridges | Claiming workflow Begins with claiming interval in Organizations - can be set as standard for Organization Able to activate claiming in PO line - Toggle for "Claiming active." POL can have one or many receiving titles. e.g. Package POL Aim to facilitate by using piece record.
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:35 | Supplementary properties | Zorian Sasyk | How have seen it used by various libraries Talking mostly about Agreements, not licenses In Supplementary Properties settings have "Content Type" and "Subject" as pick lists. ~:38 - Supplementary Properties filter:
scolglaz 12:39 PM
Similar to what I just was seeing when Zorian was sharing in Settings, we at the 5C added "Institution"--Zorian had Campus and Library Branch. … We are now using Institution akin to ACQ Units in Orders etc. … At the 5C we really needed this ability to simply and specifically call up each of our Library's own and only our Agreements etc. ….This has now made that possible. It is the Search Modal itself that is the really cool thing! when unlike in Inventory, we do not have the ability to use Query Search. ~:41 Owen - Although Licenses has same underlying software, do not have supplementary properties. Have terms, which are specifically intended to record License Terms. ~:45 Sara Colglazer - Use of Institution at 5C where libraries need to be able to only see their agreements. Search modal developed is brilliant. Can combine with the actual search box and very user friendly (vs. Inventory).
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:53 | Claiming | Sara Colglazier | ~:53 Sara Colglazier - Back to claiming. Regarding expected date in pieces, once received, if not removed causes trouble and keeps showing up. Have to remove it. Doesn't allow for looking back to what we thought the pattern should be. Results in deleted information. ~:55 Owen - If you use Serials Management, enter prediction patterns and generate expected pieces from it. Will have predicted piece and that will be used to create the receiving piece. Both records will stay in system linked so you can see differences. Sara - Have a system in place and not interested in going back to prediction patterns. Will flag titles as delivery problems if they are always late. Use as justification to talk about cancelling or moving to online only. By deleting expected date, have to make notes in spreadsheets etc. Have to remove expected receipt date once received. Still looks like it is expected when you do a search. Adding status to filter should account for that. Actually receive and mark as claimed, so public knows it is coming. Not that they stopped getting it, but it is claimed.
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