[opal_migration_leads] [EXTERNAL SENDER] new book shelf / display

[Marshall, Lauren]

Thanks Laurence and Matt -
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!

----------------------

Lauren K. Marshall, MS, MLIS
*she/her/hers*
Collections Analyst | Cataloging & Metadata Department
Grasselli Library and Breen Learning Center
John Carroll University
1 John Carroll Blvd.
University Heights, OH 44118





On Sat, Feb 1, 2025 at 6:22 AM Matt Polcyn via opal_migration_leads <
opal_migration_leads at opal-libraries.org> wrote:

> 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.
>
>
>
>
> https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/New_Books_-_suggested_workflow
>
>
>
> 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.
>
>
>
> 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.
>
>
>
> 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.
>
>
>
> 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 ….
>
>
>
> Matt
>
>
>
> *From: *opal_migration_leads <
> opal_migration_leads-bounces at opal-libraries.org> on behalf of Skirvin,
> Laurence T. <SkirvinLT at hiram.edu>
> *Date: *Friday, January 31, 2025 at 1:29 PM
> *To: *OPAL Alma Migration Leads Mailing List <
> opal_migration_leads at opal-libraries.org>
> *Subject: *Re: [opal_migration_leads] [EXTERNAL SENDER] new book shelf /
> display
>
> Hi Lauren,
>
>
>
> 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.
>
>
>
> Laurence
>
>
>
>
>
> *Laurence Skirvin* [M.A., M.L.I.S.]
> *Technical Services Librarian*
>
> skirvinlt at hiram.edu
> ph | 330.569.5901
> fx | 330.569.5290
> www.hiram.edu
>
> Hiram College Library
> P.O. Box 67
> Hiram, Ohio 44234
>
>
>
>
>
>
>
> *From:* opal_migration_leads <
> opal_migration_leads-bounces at opal-libraries.org> *On Behalf Of *Marshall,
> Lauren via opal_migration_leads
> *Sent:* Friday, January 31, 2025 12:49 PM
> *To:* opal_migration_leads at opal-libraries.org
> *Cc:* Marshall, Lauren <lmarshall at jcu.edu>
> *Subject:* [EXTERNAL SENDER] [opal_migration_leads] new book shelf /
> display
>
>
>
> *[EXTERNAL SENDER]*
>
> *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.*
>
> *Hiram College*
> ------------------------------
>
> Hi all,
>
> 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:
>
> https://sunybroome.libguides.com/c.php?g=927845&p=6700282
>
>
> https://emory.screenstepslive.com/s/alma/m/stacks/l/522559-adding-and-removing-items-from-a-temporary-location
>
>
>
> (These are essentially the same process - and would be similar for putting
> things on display which would also need a location -?)
>
> 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.
>
>
>
> Any thoughts on this?
>
> Thanks! Lauren
>
>
>
> ----------------------
>
>
> Lauren K. Marshall, MS, MLIS
>
> *she/her/hers*
> Collections Analyst | Cataloging & Metadata Department
>
> Grasselli Library and Breen Learning Center
> John Carroll University
> 1 John Carroll Blvd.
>
> University Heights, OH 44118
>
>
>
>
>
>
> --
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>
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