Helpful documents:

https://docs.google.com/spreadsheets/d/1NZFZIZco9ZZYnTpUtJwVg8lTvbHCKYhCITxHlK6LXrY/edit#gid=65566494

December 8, 2:00-3:00

December 2, 9:30-10:30

Attendees

Lingling Jiang

Ian Ingram

Tony Onorato

Amanda Van Mierlo

Jennifer Mo

Notes

1. Edit Out of the Box report “Physical Inventory Count”

   1. Added Library Name

   2. Added Location Name

   3. Added Year of Creation

   4. Added Month of Creation

   5. Decided to contact Centennial and Georgian to ask for what they use the Item Type report. Amanda Van Mierlo Could potential use Item Additions/Withdrawls.

2. Ask George Brown how they set up self checkout. Amanda Van Mierlo If they are individual circulation desks then they can use the Loans by Circulation Desk report.

3. Examined Loans by Hour report. Useful report that might be improved by adding a prompt to filter by date. Ask if the combination of loans and Inhouse loans is preferred.

4. Next time we will continue to work through the Fulfilment Dashboard and see if any more modifications are needed. Once that is done we will look for any pieces of information is missing.

November 24, 9:30-10:30

Attendees

Lingling Jiang

Rebecca Pearson

Soulliere, Robert

Onorato, Tony

Jennifer Mo

Amanda Van Mierlo

Ian Ingram

Notes

1. Reviewed Alma's out-of-box Fulfillment Dashboard

2. Worked on and customized Page1+General Circulation Statistics report.

3. Column label changes in this report:

   1. Loans (In House) → In Library Use

   2. Loans (Not In House) → Loans

   3. WB Change Backward → Shorten Due Date

   4. WB Change Forward → Extend Due Date

   5. Bulk Change Forward → Extend Due Date by Job

   6. Bulk Change Backward → Shorten Due Date by Job

4. Future hours:

   1. Are we focusing on CLO questions?

   2. If no, are we going to ask Colleges where we should direct our attention? Until we have an answer we can continue with fulfilment reports.

   3. Do we build these reports into our own dashboard?