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2024-08-28 Status Meeting

2024-08-28 Status Meeting

 Date

Aug 28, 2024

Zoom connection information

 Discussion topics

Topic

Notes

Topic

Notes

PIN reset email

  • Language for email

User self-registration email

  • Chris will pass along the current template for Clearview’s review

User profile updates

  • State and city all caps for address

    • No preference

  • Phone carrier should be able to be updated in user profile update

User self-registration

  • Data will be passed as entered (doesn’t have to be all caps)

  • Required fields

    • Only Phone one should be required in Pika form

    • eReceipts

    • Text or Phone option

    • Mobile carrier list

      • SMS carrier list call available (SAMobilePhoneCarriersGetResult)

      • might be better to offer options with a config.ini setting (that gets updated by Marmot with guidance from the library if need be)

Renew checkouts

  • comes from API

    • yes or no value returned

  • how many renewals are typically allowed?

    • 2 renewals are allowed

    • no renewals allowed if holds exist

Item suppression corrected

  • Items with “Display in PAC” are now correctly suppressed from indexing

Bib-level suppression

  • Possible to adjust export to only records with “Display in Pac” bib-level setting on?

Bibliographic Extraction Update

  • Minimal item record required to index transformed

Indexing Feedback

  • audio cd format designation corrected

    • 300 description field needs to have digital

  • order records investigation

    • investigate Added in the Last for On Order status

Next Meeting

Additional notes

 Action items

@Chris Froese will provide email templates to Clearview staff for PIN reset and self-reg for review
Clearview staff will investigate if only bibs with “Display in Pac” setting can be part of the export
@Pascal Brammeier to investigate Added in the last for on order status

 Decisions

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