RSFC and FFC Open Forum: Part 1

July 23rd, 2020

Agenda

• Restarting CSU+ Checklist
• Changing the CSU+ Loan Period to 16 Weeks
• Home Delivery for CSU+ and Local Items
• Configuring Request Limits
• Clearing Old Items from the Holdshelf
• Safety Measures Discussion
• Q&A

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Returning to the Library

• All CSU libraries will be staffed in at least some capacity
• At least 9 CSU libraries will not have student assistant support in the fall
• 12 CSUs reported they will be resuming CSU+ in August

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https://docs.google.com/spreadsheets/d/1JqCpKn4k3D_KgBm5FeTk17mZh_85hMdFYltdDFxol8Q/edit?usp=sharing

Restarting CSU+ Checklist

https://calstate.atlassian.net/wiki/spaces/URS/pages/1250033695/Restarting+CSU+Checklist

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ULMS wiki → RSFC → Functional Committee Documentation → Restarting CSU+ Checklist

General Logistics Before Restarting

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• An appropriate level of resource sharing staff in the library building will be needed.
• You will need to be able to page/send out CSU+ items AT LEAST ONCE PER WEEK.
• RS volume is unknown, but if volume is an issue, request limiting is possible.

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General Logistics Before Restarting

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• A place to quarantine incoming Unity packages will be needed.
• Ideally, this will be where Unity will delivery the packages
• Ideally, the packages will remain there untouched until after quarantine
• If handling delivered packages is required before quarantine expiration, use PPE

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General Logistics Before Restarting

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• Have extra packaging material on hand
• Quarantining courier pouches will severely reduce the number of available pouches
• The same goes for the Unity flip cards--so make a stash of photocopies or scans
• Boxes and padded mailers will work in place of courier bags if you run out-- just tape a photocopy or print out of a flip card to the box or padded mailer

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Turn On RS Borrowing and Lending

• Role Required:
• General Administrator

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• Settings Path
• Library doing RS→ Fulfilment→Library Management→ Library Details

Unhide Using Display Logic (if necessary)

• Role Required:
• General Administrator
• Fulfillment Administrator

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• Settings Path
• Institution→ Fulfilment→ Discovery Interface Display Logic- → Display Logic Rules

Updating and Managing Service Expectations

• Role Required:
• General System Administrator
• Fulfillment Administrator

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• Library webmaster (or similar)

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• Things to do
• Change CSU+ request label (Discovery Interface Display Logic→ Labels)
• Change website and other public facing info

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Changing the CSU+ Loan Period to 16 Weeks

Role Required: Fulfillment Administrator

Tasks:

• Change the due date policy in the TOU for CSU+ borrowing requests (for due date assigned at checkout)
• Change the due date policy in the TOU for CSU+ lending requests (for due date assigned when item is shipped)

https://calstate.atlassian.net/wiki/spaces/URS/pages/1234337800/Changing+the+CSU+Loan+Period+to+16+Weeks

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Delivery of Physical Materials

Home Delivery for CSU+ and Local Holds

Configuring Local Request Limits

Role Required: Fulfillment Administrator or General Administrator

Configuration path:

Configuration menu -> Fulfillment -> Patron Configurations -> Patron Limits

Task:

• Enter the maximum number of allowed requests in the “Max. physical item requests” field for each user group.

Patron Limits Wiki: https://calstate.atlassian.net/wiki/spaces/ULMSA/pages/1267597346/Patron+Limits

*CSU+ requests limits will be demoed at the July 30 Open Forum.

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Clearing Old Items from the Hold Shelf

Role Required: Requests Operator (except as listed below)

Tasks:

• Deactivate or edit the Ful Cancel Request Letter.

Role: Letter Administrator or General Administrator

• Create a list of requests to cancel.
• Create a physical items set from list.
• Run the Cancel Item Requests job.
• Scan in items pulled from hold shelf.

Cancel Requests Wiki: https://calstate.atlassian.net/wiki/spaces/ULMSA/pages/1272479759/Cancel+Physical+Item+Requests+in+Bulk

Safety Measures

Safety Measures

Q&A