<div dir="ltr"><div>Thanks Laurence and Matt - </div><div>I think we will follow Hiram's example, using a temporary location. We'll have to decide about the "due back" - I kind of like that idea as a way to cue us when to shift things off that shelf, but we would also need to disable recalls for the restore process. I'll follow up with Matt!</div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><br></div><div dir="ltr">----------------------<br></div><div dir="ltr"><br>Lauren K. Marshall, MS, MLIS</div><div dir="ltr"><i>she/her/hers</i><br>Collections Analyst | C<span style="font-size:12.8px">ataloging & Metadata Department</span></div><div dir="ltr"><div>Grasselli Library and Breen Learning Center<br>John Carroll University<br>1 John Carroll Blvd.</div><div>University Heights, OH 44118</div><div><br></div><div><div style="font-size:12.8px"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><font color="#38761d"><br></font></div></div></div></div></div></div></div></div><br></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Sat, Feb 1, 2025 at 6:22 AM Matt Polcyn via opal_migration_leads <<a href="mailto:opal_migration_leads@opal-libraries.org">opal_migration_leads@opal-libraries.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg898102952390948447">
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<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif">As Laurence said, Hiram has a new book location code in Alma (that doesn’t exist in Sierra) and, as you’ve found, the typical process in Alma is to use the Change Item Information
(Fulfillment > Scan in items > Change Item Information) and use the “Temporary” Change Type.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><a href="https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/New_Books_-_suggested_workflow" target="_blank">https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/New_Books_-_suggested_workflow</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif">If you specify a Due Back date, e.g., if you want things to stay on the new book shelf for 30 days, you can specify that. If you do, then a nightly job runs to create restore
requests for things that are due to be removed and restored to their original location … and the items appear in the Pick From Shelf list.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif">The documentation cautions that if you specify a Due Back date, you may run into situations where an item is configured to automatically revert to its original location but,
if it’s checked out at the time, it can generate a recall, which you likely don’t want. To avoid that, we’d need to disable recalls for the restore process, which we’ve done for Hiram.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif">Of course, you aren’t required to specify a Due Back date, which should avoid the potential for recalls. You’d just need to keep track manually of when items should come off
the new book shelf.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif">I suppose you might also be able to just change the location permanently to the new book shelf and change it again permanently when you remove it, but I’m not 100% confident
in all the implications of doing it that way. So much to learn ….<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif">Matt <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal" style="margin-bottom:12pt"><b><span style="color:black">From:
</span></b><span style="color:black">opal_migration_leads <<a href="mailto:opal_migration_leads-bounces@opal-libraries.org" target="_blank">opal_migration_leads-bounces@opal-libraries.org</a>> on behalf of Skirvin, Laurence T. <<a href="mailto:SkirvinLT@hiram.edu" target="_blank">SkirvinLT@hiram.edu</a>><br>
<b>Date: </b>Friday, January 31, 2025 at 1:29</span><span style="font-family:Arial,sans-serif;color:black"> </span><span style="color:black">PM<br>
<b>To: </b>OPAL Alma Migration Leads Mailing List <<a href="mailto:opal_migration_leads@opal-libraries.org" target="_blank">opal_migration_leads@opal-libraries.org</a>><br>
<b>Subject: </b>Re: [opal_migration_leads] [EXTERNAL SENDER] new book shelf / display<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Hi Lauren,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">My plan is like what your link does. We are going to have a New Book Shelf location code and then set it as a temporary location for our new books. I’ll probably have a few trusted students who I will have
to change the new books to the temporary location after they are processed and ready to be put on the new book shelf. Honestly, I’m not sure if there is any other way to do this.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">Laurence</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal" style="margin-bottom:7.5pt"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(32,32,32)">Laurence Skirvin</span></b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(32,32,32)"> [</span><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(33,33,33);background:white">M.A.,
M.L.I.S.</span><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(32,32,32)">]<br>
<i>Technical Services Librarian</i></span><u></u><u></u></p>
<p class="MsoNormal" style="margin-bottom:7.5pt"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(32,32,32)"><a href="http://skirvinlt@hiram.edu/" target="_blank"><span style="color:rgb(5,99,193)">skirvinlt@hiram.edu</span></a><br>
ph | 330.569.5901<br>
fx | 330.569.5290<br>
<a href="http://www.hiram.edu/" target="_blank"><span style="color:rgb(5,99,193)">www.hiram.edu</span></a></span><u></u><u></u></p>
<p class="MsoNormal" style="margin-bottom:7.5pt"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(32,32,32)">Hiram College Library<br>
P.O. Box 67<br>
Hiram, Ohio 44234</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif"> opal_migration_leads <<a href="mailto:opal_migration_leads-bounces@opal-libraries.org" target="_blank">opal_migration_leads-bounces@opal-libraries.org</a>>
<b>On Behalf Of </b>Marshall, Lauren via opal_migration_leads<br>
<b>Sent:</b> Friday, January 31, 2025 12:49 PM<br>
<b>To:</b> <a href="mailto:opal_migration_leads@opal-libraries.org" target="_blank">opal_migration_leads@opal-libraries.org</a><br>
<b>Cc:</b> Marshall, Lauren <<a href="mailto:lmarshall@jcu.edu" target="_blank">lmarshall@jcu.edu</a>><br>
<b>Subject:</b> [EXTERNAL SENDER] [opal_migration_leads] new book shelf / display</span><u></u><u></u></p>
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<p class="MsoNormal"> <u></u><u></u></p>
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<p class="MsoNormal" align="center" style="text-align:center;background:orange"><b><span style="font-size:16pt;font-family:"Courier New";color:black">[EXTERNAL SENDER]</span></b><u></u><u></u></p>
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<b><span style="font-size:10pt;font-family:Arial,sans-serif;color:black">This email originated outside of Hiram College. DO NOT CLICK links or attachments unless you recognize the sender. Never give out your user ID or password.</span></b><u></u><u></u></p>
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<p class="MsoNormal" align="right" style="text-align:right;background:orange"><i><span style="font-size:8pt;font-family:"Times New Roman",serif;color:black">Hiram College</span></i><u></u><u></u></p>
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<p class="MsoNormal">Hi all,<u></u><u></u></p>
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<p class="MsoNormal">Has anyone investigated how they will process books for their "new books shelf" if you use that? It seems like we will need an Alma location for this. See some other library workflows:<u></u><u></u></p>
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<p class="MsoNormal"><a href="https://sunybroome.libguides.com/c.php?g=927845&p=6700282" target="_blank">https://sunybroome.libguides.com/c.php?g=927845&p=6700282</a><u></u><u></u></p>
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<p class="MsoNormal"><a href="https://emory.screenstepslive.com/s/alma/m/stacks/l/522559-adding-and-removing-items-from-a-temporary-location" target="_blank">https://emory.screenstepslive.com/s/alma/m/stacks/l/522559-adding-and-removing-items-from-a-temporary-location</a><u></u><u></u></p>
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<p class="MsoNormal">(These are essentially the same process - and would be similar for putting things on display which would also need a location -?)<u></u><u></u></p>
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<p class="MsoNormal">My understanding from yesterday's meeting is that we can add locations in Alma at this time and they will be retained as part of our configuration at cutover. Since there's nothing in Sierra that will match, it will just be an empty location
until we start entering new things in Alma.<u></u><u></u></p>
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<p class="MsoNormal">Any thoughts on this? <u></u><u></u></p>
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<p class="MsoNormal">Thanks! Lauren<u></u><u></u></p>
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<p class="MsoNormal">----------------------<u></u><u></u></p>
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Lauren K. Marshall, MS, MLIS<u></u><u></u></p>
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<p class="MsoNormal"><i>she/her/hers</i><br>
Collections Analyst | C<span style="font-size:9.5pt">ataloging & Metadata Department</span><u></u><u></u></p>
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<p class="MsoNormal">Grasselli Library and Breen Learning Center<br>
John Carroll University<br>
1 John Carroll Blvd.<u></u><u></u></p>
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<p class="MsoNormal">University Heights, OH 44118<u></u><u></u></p>
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