Configurations

Initial setup pieces like cataloging template, local thumbnail configuration, and custom resource type setup. 

 Alma Setup 

 Booking-related parameters 

 Configuration > Fulfillment > General > Other Settings 

 

 allow_same_day_booking : false (not the default) 

 enable_booking_workflow : true (this is the default) 

 

 Cataloging 

 Equipment 

 New location: steq - Stacks Equipment (assigned to the Short Loan Fulfillment Unit) 

 Digital Media Studios 

 New location: studios - Digital Media Studios (assigned to the Short Loan Fulfillment Unit) 

 New item policy: Studio 

 Equipment Bib record template 

 The LDR and 008 values were from the existing Books template, so it's not properly correct from a cataloger point of view. These records are saved to our IZ only and not shared with the NZ. 

 245 10 $$a [name of the equipment] 500 __ $$a [any notes/descriptive information about brand/model/etc. that you want in the record to help patrons find it and know they have the right thing] 956 42 $$u [URL of a thumbnail image; if you don't have one, delete this field] 996 __ $$a equipment 

 Fulfillment 

 New Overdue and Lost Loan Profiles 

 Specifically for the Stacks Equipment location and Equipment item policy 

 

 Overdue notices at 1 day & 6 days overdue

 

 1 Day overdue also applies "Overdue Item" block to the patron's account 

 

 

 Lost at 7 days overdue

 

 When the item becomes lost the Overdue block is removed but the patron is now blocked due to owing the replacement cost 

 

 

 

 For Studios: Lost Loan Profile 

 Name : Lost Lau Studio Key Description : Lost if not returned before close Active : Yes Profile Type : Change to lost Create Overdue Notification Fee : No Days After Due Date : 0 Days Days After Status Date : 0 Days Loan Status : [blank] User Group : [blank] Library : Lauinger Library Locations : Lauinger Library - Digital Media Studios (studios) Item policy : [blank] Material Type : [blank] Letter send format : Mail 

 Request Pickup Configuration 

 Name: Booking requests for Digital Media Studios Input Parameters:  Request Type = Booking Location = Lauinger Library - Digital Media Studios 

 Output Parameters: 

 

 Consider as missing when expired = Never 

 Show in 'Pick From Shelf' list = False 

 Expiry time for 'Pick From Shelf' (in days) = - 

 Calculate expiry time in open days = No 

 

 -- 

 Name: Booking requests for Lau Equipment Input Parameters: Request Type = Booking 

 Output Parameters: 

 

 Consider as missing when expired = Never 

 Show in 'Pick From Shelf' list = True 

 Expiry time for 'Pick From Shelf' (in days) = 3 

 Calculate expiry time in open days = Yes 

 

 

 Process Type Exception rules 

 Added at the top of the list of Booking rules to prevent requests on lost/missing items 

 Name: missing exception for studios Description: prevent bookings on missing keys 

 Input Parameters: 

 

 Location = Lauinger Library - Digital Media Studios 

 Process Type InList Lost, Lost and paid, Missing 

 

 Output Parameters: Default terms of use (not bookable) 

 -- 

 Name: process type exception [equipment] Description: prevent bookings on lost/missing items 

 Input Parameters: 

 

 Process Type InList Lost, Lost and paid, Missing 

 Location = Lauinger Library - Stacks Equipment 

 

 Output Parameters: Default terms of use (not bookable) 

 Request Reminder Notice 

 We've adapted the Ful Requests Report Letter to send a daily reminder to patrons of their upcoming reservations for equipment and our digital media studios. 

 Configuration > Fulfillment > General > Fulfillment Jobs Configuration > Requests - Send report job, select all request types: 

 

 Non active requests 

 Requests in process 

 Requests on hold shelf 

 

 The requests letter XSL includes a terminate clause for non-booking requests, so the job always reports "Completed with Errors" 

 Letter XSL was heavily customized to remove the distinctions between types of requests and list the requests by start date/time. 

 

 Ful Requests Report Letter full XSL 

 <?xml version="1.0" encoding="utf-8"?> 

 <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"> 

 <xsl:include href="header.xsl" /> <xsl:include href="senderReceiver.xsl" /> <xsl:include href="mailReason.xsl" /> <xsl:include href="footer.xsl" /> <xsl:include href="style.xsl" /> 

 <xsl:template match="/">     <html>             <xsl:if test="notification_data/languages/string">                 <xsl:attribute name="lang">                     <xsl:value-of select="notification_data/languages/string"/>                 </xsl:attribute>             </xsl:if>           

         <head>                 <title>                     <xsl:value-of select="notification_data/general_data/subject"/>                 </title> 

         <xsl:call-template name="generalStyle" />         </head>       

         <body>             <xsl:attribute name="style">                 <xsl:call-template name="bodyStyleCss" /> <!-- style.xsl -->             </xsl:attribute> 

                 <xsl:call-template name="head" /> <!-- header.xsl -->                 <xsl:call-template name="senderReceiver" /> <!-- SenderReceiver.xsl -->               

                 <xsl:call-template name="toWhomIsConcerned" />                 <div class="messageArea">                 <div class="messageBody"> <!-- Don't send notice for non-booking requests  --> <xsl:choose> <xsl:when test="(notification_data/non_active_requests/ful_request_interpated/request_type = 'BOOKING') or (notification_data/process_requests/ful_request_interpated/request_type ='BOOKING') or (notification_data/hold_shelf_requests/ful_request_interpated/request_type ='BOOKING')">                 <h>@@please_find_below@@</h> </xsl:when> <xsl:otherwise> <xsl:message terminate="yes">this is not a booking request!</xsl:message> </xsl:otherwise> </xsl:choose>                                     <br />                 <br />                 <table role='presentation'  cellspacing="0" cellpadding="5" border="0" class="listing">                     <xsl:attribute name="style">                         <xsl:call-template name="mainTableStyleCss" />                     </xsl:attribute>                     <tr>                        <xsl:attribute name="style">                             <xsl:call-template name="headerTableStyleCss" /> <!-- style.xsl -->                         </xsl:attribute>                                     <th>@@title@@</th>                                     <th>Reservation Start</th>                                     <th>Start Time</th>                                     <th>Reservation End</th>                                     <th>End Time</th>                                                         </tr>                         <xsl:for-each select="notification_data/hold_shelf_requests/ful_request_interpated|notification_data/process_requests/ful_request_interpated|notification_data/non_active_requests/ful_request_interpated">                             <xsl:sort select="start_time" />                             <xsl:if test="request_type='BOOKING'">                     <tr>                             <td><xsl:value-of select="title_display"/></td>                             <td><xsl:value-of select="start_time"/></td>                             <td><xsl:value-of select="booking_start_time"/></td>                             <td><xsl:value-of select="end_time"/></td>                             <td><xsl:value-of select="booking_end_time"/></td>                     </tr>                     </xsl:if>                         </xsl:for-each>                 </table><br />             <table>                 <tr><td><xsl:call-template name="signature" /></td></tr>             </table>                 </div>                 </div>             <xsl:call-template name="lastFooter" /> <!-- footer.xsl -->         </body>     </html> </xsl:template> 

 </xsl:stylesheet> 

 

 

 On Hold Shelf notice booking-specific text for equipment 

 required WRLC ticket, as the On Hold Shelf Letter is controlled centrally 

 <xsl:when test="contains(notification_data/request/delivery_address, 'Lauinger')">

<xsl:choose>

<xsl:when test="contains(notification_data/request/request_type, 'BOOKING')">

Your booked item will be held until the circulation desk closes on your requested pick up day.

</xsl:when>

<xsl:otherwise>

 @@note_item_held_until@@ <xsl:value-of select="notification_data/request/work_flow_entity/expiration_date"/>.

</xsl:otherwise>

</xsl:choose> 

 Loan and Booking Terms of Use 

 (see Terms of Use page for details) 

 Loan Receipt studio-specific text 

 (excerpt from the full Loan Receipt Letter) 

        <xsl:if test="(/notification_data/loans_by_library/library_loans_for_display/item_loans/overdue_and_lost_loan_notification_display/item_loan/physical_item/item_policy='studio')">              <tr><td bgcolor="yellow"> NOTE: You will be charged for any damage to the room and/or any items removed from the space. If there is any damage to the space, or missing equipment, at the start of reservation, please report it to digitalscholarship@georgetown.edu immediately to avoid being charged.<br/>             </td></tr>         </xsl:if> 

 (then comes the list of loaned items) 

 

 Primo Configurations 

 Equipment local resource type (996) 

 Configuration > Discovery > Display Configuration > Resource Types Configuration > Add/Edit Resource Type Configuration > Custom Local Resource Types tab 

 Code : equipment Display Singular Label : Equipment Display Plural Label : Equipment MARC mapping : 996 $a equipment (Use Regular Expression : false) 

 Thumbnail template configuration (956) 

 Configuration > Discovery > Display Configuration > Thumbnail configuration > Add New Template 

 Template Name : local thumbnail Template : $$LinkingParameter1 LinkingParameter Configuration Field : 956 | Ind1 : 4 | Ind2 : 2 | Subfield : u Use Field : Always Normalization : No normalization 

 This setup is the most basic possible configuration and also allows us to selectively override book cover images that are incorrect. 

 Labels 

 Configuration > Discovery > Display Configuration > Labels > Request labels 

 

 almaRequest.startDate : Reservation Start 

 almaRequest.endDate : Reservation End 

 almaRequest.checkAvailiability : Check Availability Calendar<p></p> [adds space between the link and the rest of the request form] 

 400307 : Same day requests cannot be accepted. Please choose a date in the future. 

 

 Considering adding a form description specifically to the booking form (almaBookingRequest.formDescription), but haven't so far. 

 Additional Considerations 

 Library Hours 

 The time our service desk opens varies depending on the day of the week, which caused some unexpected issues with the booking duration initially selected (3 days). This is why the booking duration currently in use for equipment is 76 hours instead of 72. 

 We also set our service desk hours in Alma to begin 30 minutes after staff are scheduled to arrive so that patrons aren't expecting to pick up their equipment (or check out the Digital Media Studio keys) the instant the library opens. 

 Title-level vs. Item-level requests 

 One of the goals of setting up our equipment in Alma was to allow patrons to place requests without needing to select a particular item. This also allows requests to be filled by whichever item is currently on the shelf automatically. Having it work this way REQUIRES that nothing be put into the Item Description field. As soon as you put anything in the Description, even if multiple items have the same Description, that changes the request process to be item-specific.