WEBVTT

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Lauren Seney (Index Data): So I've got that it's one after, so why don't we go ahead…

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Dan Lipcan (he/him): Is it me?

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Lauren Seney (Index Data): It's, it's either way, I was gonna say we can go ahead and get started.

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Lauren Seney (Index Data): Oh, yeah, if… can anybody else hear me?

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Kathleen Haley (AAS): I can hear you.

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Lauren Seney (Index Data): Well, while Dan is troubleshooting his audio,

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Lauren Seney (Index Data): I'm just gonna jump in on the first couple of announcements. First one is just a reminder, if you are interested in proposing something for WolfCon, the deadline is next week, on the 25th.

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Lauren Seney (Index Data): Happy to provide feedback if anybody is, brainstorming something and would like some feedback.

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Lauren Seney (Index Data): And then the other topic here, just for

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Lauren Seney (Index Data): announcements is kind of looking forward to April, and what we might like to discuss in our April meeting.

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Lauren Seney (Index Data): Dan, do you have audio now?

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Dan Lipcan (he/him): Yep, sorry, got it.

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Lauren Seney (Index Data): Awesome. Okay.

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Lauren Seney (Index Data): We don't have to decide this right now, but obviously we need to decide this sometime in the next 4 weeks or so, for what we might like to jump into.

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Lauren Seney (Index Data): for our April discussion topic, so if you have any strong feelings about what we should be talking about, then please feel free to voice an opinion, or stick something in chat, or

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Lauren Seney (Index Data): put a vote on Slack for what we should talk about.

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Lauren Seney (Index Data): But I think we do have…

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Lauren Seney (Index Data): Fair amount to kind of work through agenda-wise.

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Lauren Seney (Index Data): on today's topic, so we'll go ahead and hand it over to Dan to talk about circulation.

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Dan Lipcan (he/him): Great. Hi, everybody.

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Dan Lipcan (he/him): Glad to be able to hear you.

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Dan Lipcan (he/him): And, it's good to see you all again.

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Dan Lipcan (he/him): So, I, you know, I was interested in, in, talking through.

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Dan Lipcan (he/him): Some, or asking you some questions about circulating your materials, in a closed-stack collection.

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Dan Lipcan (he/him): And as you can see there on the agenda there, there are a few bullet points,

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Dan Lipcan (he/him): I think I'm curious to hear how folks address the user account creation process.

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Dan Lipcan (he/him): As, you know, we have… we have a sign-in link on our ViewFind instance, and then…

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Dan Lipcan (he/him): You know, if folks don't already have an account, there's a link for folks to register.

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Dan Lipcan (he/him): they fill out a, essentially, a Google form, which drops into a spreadsheet, and then our staff create accounts for folks, and then communicate back to them.

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Dan Lipcan (he/him): with, their login information. So, I'm just curious to hear…

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Dan Lipcan (he/him): How other folks handle that, because that is a significant…

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Dan Lipcan (he/him): Block for us, and something we really have to stay on top of, right?

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Sarah Lewis: I just have a question, Dan, and I'm sorry I didn't introduce myself last week. I'm Sarah Lewis, I work with Corey, at Winther Library, and I'm the, Collections Management Librarian.

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Sarah Lewis: For… when you talk about user accounts, are these…

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Sarah Lewis: People related to where you work, or just anybody in general that you're making accounts for?

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Dan Lipcan (he/him): Oh, sorry, yeah, so this is… these would be, you know, researcher accounts, or public accounts, right? Not, not necessarily… not staff accounts that would work on the back end of Folio, but instead folks that would be placing requests, and we would be serving in the reading room.

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Sarah Lewis: Since I'm already speaking.

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Sarah Lewis: Winifer does not… allow outside… so, the people we allow to have accounts are staff, students, and…

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Sarah Lewis: Research fellows, also volunteers, so anybody outside of that

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Sarah Lewis: doesn't get an account, because you require a badge. So our badges act as, like, a form of a library card.

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Sarah Lewis: What we do is kind of old school, but you just email us.

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Sarah Lewis: And then we create a, a document, a Word document.

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Sarah Lewis: for the individual, where we will, for the fiscal year, just put down what they're requesting from Special Collections, and then we add it to…

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Sarah Lewis: Because we are a very small staff, and we don't get as many

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Sarah Lewis: researchers as probably other places do, so we can do what we are doing currently. And then we just have a calendar

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Sarah Lewis: That says, oh, such and such person's coming on this day, this day, and this day. And then we look at their doc sheet, and then we do the poll for the day.

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Sarah Lewis: Within the stacks, we do have a poll system that happens, so we use, call cards

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Sarah Lewis: Which are, like, these things right here.

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Sarah Lewis: And that's what we put the information on that we need to pull, and then

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Sarah Lewis: Depending on which stack level you're in, like manuscripts, you can either… you put it inside of a,

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Sarah Lewis: in, like, call number order, but in Rare, you put it on the shelf to replace where the book is, and that's basically what we do. There are no restrictions on requests, essentially.

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Sarah Lewis: Unless you're asking for a collection that has 30 boxes. We do put a limit on how many things people can.

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Sarah Lewis: get in one… in one go, so whatever fits on a cart is what you get, and it's usually around, like, 15 to 18 boxes, if it's a dock box size.

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Sarah Lewis: I can talk about reshelving.

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Sarah Lewis: Reshelving is just done by all the staff members. I generally am on reshelve duty for every week, and then staff members will sign up as well, and then we just shelve throughout all the collections.

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Sarah Lewis: Is there anything you want to add, Corey? Did I forget something?

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Kori Newboles: We don't think so, but yeah, we're not currently… we haven't, leveraged any kind of management in Folio so far.

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Dan Lipcan (he/him): Great, thanks.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: Yeah, I will say we do… we do something somewhat similar.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: In that we don't create researcher accounts, anymore. Our library is no longer open to the public. I think it was slightly different a few years back. But essentially, they'll email us, just like Sarah said, at the library at

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: And then, mostly it's our director that facilitates those reading room appointments, so she will page the item with a note saying that it's for a reading room appointment, and then it'll be paged by either me or Natalie, mostly Natalie, and then we'll bring it up to Bree's office, and so then the

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: if she handles the reading room appointment, if I handle it, it's already there, and then we'll just put it ready to go to be reshelved. That generally also only works because we have very few, researchers per week.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: That are doing any kind of work, and it works because we have a little cabinet that's locked up here so we can put rare materials, and make sure that we're keeping those safe.

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Natalie Koziar: I'll add on to what Rylan said about, what we do at the PMA.

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Natalie Koziar: I believe in the past, we… I don't know, so, like, since moving to Folio, I don't know how they did

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Natalie Koziar: Account creation, because our institution used to be open to the public, and we did create library accounts

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Natalie Koziar: for external patrons, so I'm not entirely sure what they did in the past, if it was just someone came up into the reading room when it was manned by staff, and then they just manually created an account, or how… if they just got requests over

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Natalie Koziar: email, and then create an account that way. I'm not… I'm not too sure. So, I think there are questions about if our reading room becomes…

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Natalie Koziar: open, again, in a way that it was in the past. I think this is an important conversation, similar to PEM, where we…

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Natalie Koziar: would be trying to figure out a solution that maybe would allow… like, I don't know that we would do it the same way that we're doing it right now, if… if we had

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Natalie Koziar: an open reading room that was frequented on a more regular basis. So I'm glad that we're having this discussion, should that be something that we have to think about for our own purposes in the future.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: Yeah, and I think it also works, I'm thinking about this right now because we're working with our education team, and they do, like, summer programs with their students and their teens, and making it easier for those kinds of patrons to come into the library and request materials might be really nice, but since we don't have

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: A system right now. It really is just kind of either going through the staff member over there who's requesting the materials, or, you know.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: Doing something a little bit complicated.

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Natalie Koziar: And I'll also just preface that right now, the only way to log into our catalog, there isn't really a username-password way, it's all through SSO, so, the user…

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Natalie Koziar: which is typically just staff. They automatically get an OpenAthens account, because we were able to work with our IT team to kind of, like, get that single sign-on, access with Open Access.

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Natalie Koziar: OpenAthens connected to Microsoft Azure, so if they have a Microsoft account, it automatically, at the time of them being employed, creates an OpenAthens account, and then the only connection that we have to do is the Jira ticket for getting them a Folio account, and that's how they're able to access

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Natalie Koziar: Making requests, so…

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Natalie Koziar: Yeah, I guess I just wanted to… to add that there is no username… no member… remembering username and passwords anymore, so I… yeah.

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Natalie Koziar: Just give extra context.

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Dan Lipcan (he/him): Great.

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Dan Lipcan (he/him): Lauren, do you know if that's what's done at universities?

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Dan Lipcan (he/him): That it's kind of tied into the… Campus.

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Dan Lipcan (he/him): authentication systems.

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Lauren Seney (Index Data): Frequently, yes. There's an integration with SSO,

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Lauren Seney (Index Data): you can have SSO both with Folio and with your Discovery.

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Lauren Seney (Index Data): But when it comes to getting the new users created, within Folio.

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Lauren Seney (Index Data): it varies on frequency, but universities frequently have kind of an ongoing user load that's being pushed out from campus systems with current enrollment, etc. Some institutions do that daily, some institutions just do it

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Lauren Seney (Index Data): once or twice a semester, so that… that varies a lot in… in how they get the users into Folio.

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Dan Lipcan (he/him): Thanks.

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Jamie Cumby: I joined a Little League because my computer was freezing, but, sorry, forgive me if I am being annoying for this, Dan. Are you just asking about how people are dealing with user accounts for non-staff members?

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Dan Lipcan (he/him): Yeah, I mean, initially, yes,

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Dan Lipcan (he/him): If there's anything else on here that you're really burning to talk about, I was kind of intending to go through the list, but…

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Jamie Cumby: Yeah, I've got… I can share our procedure. We are creating, user accounts for, non-member researchers. We auto-generated accounts for all of our members, because we already had them in the database, and gave kind of a standardized password system, but, actually.

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Jamie Cumby: Prepped this. This is the form.

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Jamie Cumby: that we give people. It's a couple pages, but broadly, it asks them to create their own username and password.

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Jamie Cumby: And then, the other sort of special category of information that we put in our records is we ask them to give a description of, what their research is. For members, we…

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Jamie Cumby: Just scoop that right out of the database, because there's already a field for collecting interest, so we have that in there, but we thought that would be kind of a helpful thing to have.

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Jamie Cumby: And for the most part, when, people still have to email us to arrange appointments, because we don't have, like, Aon or any systems like that, but when someone emails, we have kind of two foreign emails that we send. The first prompts people to create a user account,

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Jamie Cumby: we just take when… whenever the Google form… it's not a Google form, sorry, the Microsoft form gets filled out.

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Jamie Cumby: we log that, in folio and make the account manually, and then we send an email saying, like, hey, your account's ready, here's how to request stuff. And we wanted to do that just to…

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Jamie Cumby: be a little less analog, and keep our stats not by hand, and then also have the ability to, like, see what people have requested in… in the unlikely event of a disaster. But yeah, that's what we're doing over there.

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Dan Lipcan (he/him): Great, thanks. Yeah, we're in a similar situation, of course.

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Dan Lipcan (he/him): Thank you.

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Dan Lipcan (he/him): I don't know if anybody really wants to talk in detail about circulation records,

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Dan Lipcan (he/him): We've tried to keep ours Very, very simple.

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Dan Lipcan (he/him): In that, essentially for visiting researchers, we have one day… a one-day loan rule, and for…

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Dan Lipcan (he/him): For library, for exhibitions, for conservation, for curatorial, you know, we… we have,

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Dan Lipcan (he/him): A year or two-year loan, depending on the the… The type of material.

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Dan Lipcan (he/him): But, you know, we don't send any notices, we don't… Charge any overdue fees,

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Dan Lipcan (he/him): I imagine most of us are in a similar situation, particularly if the volume is very small.

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Jamie Cumby: We send notices.

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Jamie Cumby: But, mostly it's to ensure… because, like, if we make a… let a fellow or an outside researcher create their request, it's, like, gives them a reminder that, like, hey, you have to make sure that you've emailed us to set up your appointment. And then for the members, because they have different privileges, it's the, hey.

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Jamie Cumby: this might not be ready yet. You'll get an email when this is ready. When it's ready, you can show up whenever.

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Jamie Cumby: But yeah, so it's just, like, the two sets of notices that get sent out, one when it's paged and one when we check it in.

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Dan Lipcan (he/him): Are there any ways in which you might restrict requesting On specific items beyond the…

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Dan Lipcan (he/him): The use of the restricted status in the item record.

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Dan Lipcan (he/him): We've done some of that manually, but…

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Dan Lipcan (he/him): I wasn't sure if there were any other approaches to that.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: Yeah, I was… I was gonna say, I'm actually thinking of this, in a slightly different case. So we… we fast-add our interlibrary loan records, to check them out so that it shows up on the user account and will auto-send notices for overdues.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: And then we can go in and change the, you know, the due date if it's, like, in WorldCat, and it had… and we got a renewal.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: But… for those, I think we've considered

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: changing the loan policies to reading room only for patrons that are really struggling to get their interlibrary loans back on time, because we don't necessarily care about, I mean, we do care about our collection and getting it back in a timely manner, but we are less concerned about our own books than other institutions' books, so…

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: That is kind of a person-by-person thing, and that's manually changing the loan policy per, but we can do it because we're creating that record.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: In real time. That's, I think, a specific case, though.

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Dan Lipcan (he/him): So it's something about that particular record that governs.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: Yes. The application.

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Dan Lipcan (he/him): of that policy.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: Yeah, so if we, if we have our loan policy saying reading room only, then it'll auto-send an email with instructions to come up to our second floor reading room, as opposed to checking it out, in the… or picking it up in the basement. So, it just means that they have to… and we've changed our policies with that, because you used to have to make an appointment.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: For interlibrary loan reading room only, which was getting a little bit tedious.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: So, now we just have them all together in a location in the reading room that's really visible to everybody, and the email reflects that.

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Lauren Seney (Index Data): So I'm trying to remember what PMA's policies look like, but I think, I'm gonna speak more broadly that some libraries do this by location.

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Lauren Seney (Index Data): that they just have some location where requests are not an option. You do have, you could do your rules, so it would be material type or loan type based, just kind of…

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Lauren Seney (Index Data): how that data is inputted into your item records. But you can…

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Lauren Seney (Index Data): make those restrictions kind of as granular as you need to. And there's some libraries where you'll have something that gets requested and you realize that

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Lauren Seney (Index Data): this is not in condition for someone to actually take a look at this. And so some of these things to toggle so that you can obviously let the patron know for this one case that the material needs repairs or something like that, but then you can also toggle something within the item record to prevent

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Lauren Seney (Index Data): Those requests from being placed in the future.

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Dan Lipcan (he/him): Okay.

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Dan Lipcan (he/him): So, with a… with a location-based…

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Dan Lipcan (he/him): restriction, like you're saying, like, say, you know, anything in our reading room, like, we don't want that to circulate, right? Because we want it to stay out there.

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Dan Lipcan (he/him): and available.

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Dan Lipcan (he/him): is that…

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Dan Lipcan (he/him): What's my question? How does that then…

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Dan Lipcan (he/him): how is a display then governed? I mean, I know the viewfind, or whatever discovery layer you're using, is kind of another animal, but how does then that manifest in the catalog? Is it clear to users that it's not requestable, or is it…

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Dan Lipcan (he/him): You're clicking the request link, and then you're…

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Dan Lipcan (he/him): getting told this can't be requested. Does that make sense?

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Lauren Seney (Index Data): Yes, and I can't speak to all discovery layers, but I do know that with Viewfind, if you have some things that should have that request button, and some that shouldn't.

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Lauren Seney (Index Data): We can parse some of that out based on criteria. Not every layer that you can address here in the loan policies is an option, but, like.

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Lauren Seney (Index Data): If you have set locations that nothing should be requestable, that can be configured,

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Lauren Seney (Index Data): And I can look a little bit more into, kind of, what those other options are. But…

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Lauren Seney (Index Data): it gets tricky if you have some things that are requestable for some patron groups and not others. That could be… be problematic, but ultimately, going into the request, if it's something that's not allowed, they would encounter an error message once it queried against the rules in folio.

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Dan Lipcan (he/him): Yeah.

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Dan Lipcan (he/him): Yeah, I mean, I think just for… clarity's sake, I'd prefer to…

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Dan Lipcan (he/him): be transparent about that up front, right? As opposed to having folks run into an error.

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Lauren Seney (Index Data): And there are some libraries that, I've seen this mostly in academic institutions that have different policies in some places, and for things that are, like, a reading room request versus something that circulates in general because they have open stacks, they have embedded forms.

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Lauren Seney (Index Data): So that you can click a link to a form to put in that reading room request. Because things are not quite dynamic enough to say, in this scenario, we do one thing, and then, you know, we'll page it and go get it and have it on a hold shelf, versus this scenario where you need to come to a physical location and view it in-house.

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Dan Lipcan (he/him): Right, okay, cool.

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Natalie Koziar: Well, and yeah, and now I'm starting… I'm… now I'm… Dan, what you're saying is making me think about how, we have medium-rare things, and it's not always apparent to the user that, for whatever reason… and, like, even for… for me, when I'm pulling the thing, unless the paging slip says, like.

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Natalie Koziar: it's in the main stacks, but it's reading room only, like, I wouldn't just assume

160
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Natalie Koziar: But it was for… for whatever reason, it might be related to condition, it might be related to… it's not necessarily rare, but it's scarce, and so instead of moving it and taking real estate and making it retained… it's retained in… in… in…

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Natalie Koziar: the main stocks, but I do… now I'm wondering if there's a better way for us to reflect

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Natalie Koziar: That the request of the user is going to require a special appointment?

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Natalie Koziar: Obviously for things that are rare, I think people anticipate that they're gonna have to see it, make an appointment and see it in the writing room, but I think specifically for, like, the meeting, where now I'm… I'm feeling like there's probably a better way that we could be reflecting that in our own catalog.

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Natalie Koziar: Whereas I hadn't really…

165
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Natalie Koziar: I guess I just… I hadn't really thought about it before. It's only when it comes up

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Natalie Koziar: scarcely. So, good things to think about.

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Dan Lipcan (he/him): Yeah, I think I had been… I mean, related to that, I wasn't thinking about that this initially, but, you know, we don't…

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Dan Lipcan (he/him): Since we're closed stack, we don't really have…

169
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Dan Lipcan (he/him): We have some, like, super valuable stuff in a fireproof cabinetry, but, you know.

170
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Dan Lipcan (he/him): Our stacks are filled with rare books, and books that, probably shouldn't be handled.

171
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Dan Lipcan (he/him): Because they're, you know, pretty fragile.

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Dan Lipcan (he/him): And… and we do have…

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Dan Lipcan (he/him): We do have policies about what can't be circulated to curators down at the museum, you know, we're in a remote facility.

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Dan Lipcan (he/him): But that, again, like.

175
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Dan Lipcan (he/him): Those aren't reflected in the catalog, and, you know, maybe there is some way for us to…

176
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Dan Lipcan (he/him): restrict those things that are in the stacks, but are published before 1830.

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Dan Lipcan (he/him): So maybe that's something for us to think about, too, if we wanna…

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Dan Lipcan (he/him): I mean, of course, the issue is doing the work to gather all of those items.

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Dan Lipcan (he/him): Gather all those items and make those changes, but…

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Dan Lipcan (he/him): That's an interesting kind of… Second case where that might…

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Dan Lipcan (he/him): Those kinds of restrictions might be useful.

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Natalie Koziar: I think this is making me think of, too, we've gotten, like, inquiries about, like, we have things that are books, but then we have collections and archives that are relevant, and the archives catalog is, like, we don't have any purview over that, the archivists do.

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Natalie Koziar: So, I think I've just been asked, kind of, in passing, like, well, how can we…

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Natalie Koziar: direct people to also look at the archives catalog? Like, what connection can we make? Even though, you know, that would also be linking out of the library catalog,

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Natalie Koziar: or if we choose to put mark records that reflect archival collections, like, how do we make it clear that they have to go to this other place to make the appointment? And…

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Natalie Koziar: I think it's just we're thinking about it and, like, how to make it clear, but it's, so, yeah, it's not… it's not, totally set in stone what I think we were going to do, or what this might mean for the future, but also, it's…

187
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Natalie Koziar: Interesting ideas to think about as…

188
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Natalie Koziar: You know, what's gonna make it as clear as possible to the people who are requesting the information, or guide them to something that they didn't know was also available.

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Jamie Cumby: This is reminding me a lot of a question, I keep annoying Lauren with, about the possibility of, having requests be provisional, so that, for certain materials, you could request it, but the request has to be approved.

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Jamie Cumby: in my dream world, I feel like that's how it would work, where it would be, like.

191
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Jamie Cumby: You put in a request for something, we run to the shelf and check it. Oh my god, there's no way we can deliver this, everything is falling apart.

192
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Jamie Cumby: denied, or, you know, thank you so much for requesting it, then we could send a notice at that point, and then say, hey, you can come in and get this. But yeah, I know that's not,

193
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Jamie Cumby: It's not coming anytime soon.

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Natalie Koziar: Yeah, with doing an interlibrary loan, I mean, like, you basically mark it as considering, then I go to the shelf, I see it, and I'm like, oh, there's no way we could… like, so that's kind of, I think, the considering status that we see in ILL is, like, something that seems like it would be beneficial for our own collection.

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Dan Lipcan (he/him): Yeah, Lauren just linked to a mediated request page on the wiki.

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Lauren Seney (Index Data): I admit that at this point, I think this is only available for ECS, which is the consortial environments, but this sounds a lot like what is being described here.

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Dan Lipcan (he/him): I'm… I'm also thinking about… materials that are, you know, like, super large, right? Like, you know, maybe a…

198
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Dan Lipcan (he/him): Curator doesn't notice that this thing is…

199
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Dan Lipcan (he/him): You know, 3 feet long, and, like, we're not gonna…

200
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Dan Lipcan (he/him): Send it down there, so you gotta come up to see it, but…

201
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Dan Lipcan (he/him): Anyway, that's… that's an edge case, but…

202
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Dan Lipcan (he/him): Let me see, what else did I have on here? Checking… checking things out and back in, I think maybe we hold that until the…

203
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Dan Lipcan (he/him): Or use at location.

204
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Dan Lipcan (he/him): Discussion in a little bit.

205
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Dan Lipcan (he/him): As far as… multiple service points. We use two.

206
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Dan Lipcan (he/him): I don't know what other people do. We have a… we have a stacks.

207
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Dan Lipcan (he/him): And we have a reading room, so the… the checking in and checking out happens on the reading room.

208
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Dan Lipcan (he/him): service point.

209
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Dan Lipcan (he/him): And then things like paging and reshelving happen.

210
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Dan Lipcan (he/him): On… on the stack service point.

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Natalie Koziar: Is that just for, like, when things are reading remote? Like, you have a… to make a reading room appointment, or is that for, like, all things that…

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Natalie Koziar: go to your reading room. Like, I don't know if your pickup point is also the reading room.

213
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Dan Lipcan (he/him): Yeah, it's for everything, so even… even when we're checking materials out to…

214
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Dan Lipcan (he/him): curatorial and sending them down to the museum, they get processed through the reading room. I mean, it's not that you can't check them out on the stacks.

215
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Dan Lipcan (he/him): But it's good to get in the, kind of, the…

216
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Dan Lipcan (he/him): Build the muscle memory of always going to the reading room, to… to do circulation.

217
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Dan Lipcan (he/him): And then it's the loan rules that govern the… the… the…

218
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Rylyn Monahan (she/her) - Philadelphia Museum of Art: I think that's… that's really interesting. I'm thinking about when I'm creating user accounts, we only have the one hold shelf, the pickup point, which is just PMA library, and that's tied to our ground floor, where there's the pickup and drop-off carts.

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Rylyn Monahan (she/her) - Philadelphia Museum of Art: But I have noticed some confusion with patrons where they, you know, when they have the ILL reading room only and they have to come upstairs, even though it says it in the email.

220
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Rylyn Monahan (she/her) - Philadelphia Museum of Art: they just kind of assume they're supposed to go downstairs. Or we also have study carols that, that

221
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Rylyn Monahan (she/her) - Philadelphia Museum of Art: staff members can request, and then we can check out all of those items, so… but… but there isn't… I don't know, maybe that's like a…

222
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Rylyn Monahan (she/her) - Philadelphia Museum of Art: hold shelf location or something that we somehow can add to their user account, because right now, I think it's kind of just assumed or implied that we put it in that specific spot for them instead of the downstairs,

223
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Rylyn Monahan (she/her) - Philadelphia Museum of Art: No, no.

224
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Natalie Koziar: although there is an interesting case where the person who requested everything to be put in there, Carol, came downstairs and was like, oh, actually, can I just take it to my office? So I think that's where there's the possibility of, like.

225
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Natalie Koziar: as the people who are pulling the things and trying to accommodate what their needs, if they don't put it in the notes, that they would prefer to just come down and pick this up, or, oh, these specific are ones I want delivered to my carol, but otherwise, you know.

226
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Natalie Koziar: Yeah, I think the checking it out to a specific location also would maybe potentially be helpful to reduce the chances of them

227
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Natalie Koziar: thinking it's in one place, and then, I don't… for either on our end, checking it, going to different places, or on their end, thinking it's one place, and then actually wanting it in a different place, in any case, we don't have multiple checkout locations, but I think, too, when…

228
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Natalie Koziar: Transferring placement of items, like moving things from the stacks.

229
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Natalie Koziar: checking them out, maybe it would be a decent idea to put them, like, if they're going to the rear cabinet, they get, like, checked out to

230
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Natalie Koziar: that area. We just haven't implemented anything along those lines, but it…

231
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Natalie Koziar: This conversation is helpful, because at least other people have done something along those lines already.

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Dan Lipcan (he/him): I think one of…

233
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Dan Lipcan (he/him): One of the ways it's been beneficial to us is that when we're, you know, if we're in the reading room, we're checking something in somebody's been using in there, we get, you know, there is an in-transit process, so we can actually see that something is

234
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Dan Lipcan (he/him): is in transit to the stacks, and sometimes stuff hangs around in the stacks for a few weeks before it actually is reshelved. And so, you know, if we can see that in transit status, that does help.

235
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Dan Lipcan (he/him): We did… we did toy with having a third service point.

236
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Dan Lipcan (he/him): down in Salem, right? So we could, like.

237
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Dan Lipcan (he/him): You know, if we're circulating to curatorial, we could kind of set things in transit to be checked in, or…

238
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Dan Lipcan (he/him): yeah, checked out down in Salem in the curatorial building, but that just got really kind of messy, and it wasn't really worth the extra work of

239
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Dan Lipcan (he/him): Figuring that out and building in kind of a second process, just for curatorial requests.

240
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Natalie Koziar: Have you come across any issues with, like.

241
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Natalie Koziar: Like, do you feel that this prevents it from accidentally not getting checked back in, or, like, if there was ever a chance of, like, not knowing where something is, that this helps really track it down, and that you're less likely to not know where something is at any given time?

242
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Natalie Koziar: I presume that's part of the reason I'm having multiple service points, is that, like, the intransit allows you to, like, kind of ensure that everything is going.

243
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Dan Lipcan (he/him): Yeah, because I think… I think if we, you know, if you're in the reading room and you happen to have your service point mistakenly set to stacks, and you check something in that a researcher's used, it looks like it's available and on the shelf, right? Like, it… there's no…

244
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Dan Lipcan (he/him): it's like it's been reshelved, and I think that that was one of the things we were trying to head off, is exactly that, is kind of have a better handle of at what stage

245
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Dan Lipcan (he/him): These things that are… Done with, you know, are in.

246
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Dan Lipcan (he/him): And, you know, I see Jen Hornsby's here, she's our,

247
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Dan Lipcan (he/him): had a reference in Access Services, and maybe there's something I'm missing here that Jen could fill in on, but…

248
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Jen Hornsby: No, I think that what you've said is accurate. The main reason that we chose to do it that way was we had come from Aeon, and we were used to…

249
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Jen Hornsby: checking it out to a specific person in the reading room, checking it in, and then reshelving. And we wanted to sort of…

250
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Jen Hornsby: be able to see that process again. So I think… but I don't know, if we hadn't come from Aeon, I don't know if we would have done it this way, but that is…

251
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Jen Hornsby: Pretty much the driving factor.

252
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Dan Lipcan (he/him): Yeah, because in Aon, it's… if you haven't used it, it's really easy to kind of, like.

253
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Dan Lipcan (he/him): Change the… the status of item on cart, and in reshelving, and reshelved, so it's,

254
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Dan Lipcan (he/him): Yeah, Jen's right, that's where we were coming from, and we were trying to replicate that.

255
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Natalie Koziar: I should…

256
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Jamie Cumby: I see those circulate… oh, sorry.

257
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Natalie Koziar: Go ahead.

258
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Jamie Cumby: Oh, could we see those circulation rules? Because this is something that we had talked about, over here, and, like, getting that sort of in-transit status to give, like, a little buffer about the reshelving, so that would be really cool to, frankly, copy.

259
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Dan Lipcan (he/him): Sure, let me see…

260
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Lauren Seney (Index Data): Would you like me to stop sharing so you can share?

261
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Dan Lipcan (he/him): Oh, yeah, sure, if I can actually… do this right, let's see.

262
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Lauren Seney (Index Data): Just noting, too, though, that if you're looking for some of those in-transit statuses, you would need to have multiple service points so they could move between them.

263
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Dan Lipcan (he/him): And then service point is under…

264
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Dan Lipcan (he/him): Let's see, maybe I'll just share this. Service point is under tenant, right?

265
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Lauren Seney (Index Data): Yes.

266
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Jen Hornsby: Every time we do, change the status, it does ask if we want to print a slip to send it from the reading room back to the stacks, and we opt not to do that, and we just use the original

267
00:40:09.390 --> 00:40:18.040
Jen Hornsby: pick slip that we had. So we have one pick slip that stays with the item, and a duplicate of one that's a ghost slip on the shelf.

268
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Dan Lipcan (he/him): So…

269
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Dan Lipcan (he/him): Can you… You all can see this now, right? The tenant settings? Okay.

270
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Dan Lipcan (he/him): Well, that's good.

271
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Lauren Seney (Index Data): So, I'm actually seeing your Google.

272
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Lauren Seney (Index Data): Wait.

273
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Dan Lipcan (he/him): Which Google?

274
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Jen Hornsby: I'm seeing the… yeah, it's your F drive, your Google.

275
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Dan Lipcan (he/him): Oh, really? Okay. He stopped that then.

276
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Jen Hornsby: We can dig it up and send it out to this group.

277
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Dan Lipcan (he/him): Yeah.

278
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Jen Hornsby: That might be easier.

279
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Jamie Cumby: nodding, because I thought you were about to open the file or something. Oh.

280
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Dan Lipcan (he/him): Let's see, so we had locations, right?

281
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Lauren Seney (Index Data): Yeah, and so service points is actually above the location setup.

282
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Dan Lipcan (he/him): Otis?

283
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Dan Lipcan (he/him): Oh, service point, thank you.

284
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Dan Lipcan (he/him): Yeah, so we have reading room.

285
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Dan Lipcan (he/him): it is set as a pickup location, but I think Jen's right, we could send this,

286
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Dan Lipcan (he/him): Send this out.

287
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Dan Lipcan (he/him): Print by default.

288
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Dan Lipcan (he/him): And then we have the…

289
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Dan Lipcan (he/him): And then we… oh, what did I… what did I share here? So, old shelf expiration period is a month.

290
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Dan Lipcan (he/him): And then we have the stacks, it's not a pickup location.

291
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Dan Lipcan (he/him): So then when you're… you're checking in, you're just changing…

292
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Dan Lipcan (he/him): You're just changing the service point to the reading room.

293
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Dan Lipcan (he/him): And that's what will, kind of trigger that in-transit process.

294
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Dan Lipcan (he/him): Back to, back to the stacks, and then the loan policies are here.

295
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Dan Lipcan (he/him): So, for example, for a one-day loan, this is what…

296
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Dan Lipcan (he/him): Wait, this isn't the right thing.

297
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Lauren Seney (Index Data): You're looking for your circulation.

298
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Dan Lipcan (he/him): Absuric rules, thank you, yeah. I'm getting thrown by all the Zoom toolbars.

299
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Dan Lipcan (he/him): So yeah, the circulation rules here are…

300
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Dan Lipcan (he/him): Pretty simple, right? So, for PEM staff, for visiting researchers, it's a one-day loan.

301
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Dan Lipcan (he/him): Pretty much everything's allowed, and then curatorial might have… A one-day loan for… Some things, but then…

302
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Dan Lipcan (he/him): A 2-year loan for other things.

303
00:43:02.000 --> 00:43:10.020
Dan Lipcan (he/him): And I'm pretty sure that everybody is set up to… Have the pickup point at… the reading room.

304
00:43:12.160 --> 00:43:14.749
Dan Lipcan (he/him): Do I have that right, Lauren? Is that how that's all governed?

305
00:43:17.570 --> 00:43:23.539
Lauren Seney (Index Data): Yes, and so in your service point settings, you had some of those things set up as a pickup point.

306
00:43:23.660 --> 00:43:31.229
Lauren Seney (Index Data): So, like, for stacks, since it's not a pickup point, that's not something you could assign to your users.

307
00:43:31.620 --> 00:43:34.600
Dan Lipcan (he/him): Yeah, not a… not a pickup location right here.

308
00:43:35.810 --> 00:43:39.490
Dan Lipcan (he/him): Yeah And I think… and I think that's…

309
00:43:40.230 --> 00:43:42.819
Dan Lipcan (he/him): That's worked fairly well for us,

310
00:43:43.500 --> 00:43:45.840
Dan Lipcan (he/him): It is nice to have that extra layer.

311
00:43:46.220 --> 00:43:47.540
Dan Lipcan (he/him): Of in transit.

312
00:43:57.050 --> 00:43:57.929
Dan Lipcan (he/him): Thank you.

313
00:44:01.700 --> 00:44:05.680
Dan Lipcan (he/him): And then I think the other… the other thing I was interested in… in…

314
00:44:06.100 --> 00:44:09.559
Dan Lipcan (he/him): Hearing from folks about was paging slips.

315
00:44:09.940 --> 00:44:13.310
Dan Lipcan (he/him): And whether or not

316
00:44:13.730 --> 00:44:17.069
Dan Lipcan (he/him): People are doing anything really cool and interesting with them.

317
00:44:17.420 --> 00:44:21.639
Dan Lipcan (he/him): We are trying to… You know, we try to…

318
00:44:22.000 --> 00:44:27.389
Dan Lipcan (he/him): reduce the amount of paper that we use, and we do use ghostslips, so, on…

319
00:44:28.010 --> 00:44:31.360
Dan Lipcan (he/him): The next slide there, thank you. We print them two up.

320
00:44:32.090 --> 00:44:37.900
Dan Lipcan (he/him): So that, you know, we just slice the… and two copies. So we slice the page in half.

321
00:44:38.020 --> 00:44:45.529
Dan Lipcan (he/him): And then one copy goes on the shelf, and one copy, you know, travels with the book itself.

322
00:44:52.000 --> 00:44:57.840
Dan Lipcan (he/him): And… You leave them as inactive.

323
00:44:59.550 --> 00:45:00.849
Dan Lipcan (he/him): What does that mean, Jamie?

324
00:45:02.260 --> 00:45:06.060
Dan Lipcan (he/him): Or is that a different conversation on the chat? Oh.

325
00:45:07.740 --> 00:45:08.550
Jamie Cumby: Sorry.

326
00:45:08.550 --> 00:45:09.349
Dan Lipcan (he/him): No, I…

327
00:45:09.350 --> 00:45:15.460
Jamie Cumby: ask, how'd you get it to print 2 up? We were trying to figure that out, and I couldn't make it.

328
00:45:16.860 --> 00:45:27.439
Dan Lipcan (he/him): It's just a… it's just a… it's just a setting in… in, in… in Google, because we're a Google house, so a setting in Chrome where you can print two pages on one sheet.

329
00:45:28.780 --> 00:45:33.559
Dan Lipcan (he/him): So that's the… that's the trick, and then they… they print side by side.

330
00:45:33.770 --> 00:45:36.909
Dan Lipcan (he/him): We always print two copies, because I think…

331
00:45:38.320 --> 00:45:46.619
Dan Lipcan (he/him): you know, we were coming from Aeon, we had these sheets that were perforated in the middle, and we had a template set up so they would print

332
00:45:46.950 --> 00:45:50.739
Dan Lipcan (he/him): You know, a duplicate on each side of that perforation.

333
00:45:50.990 --> 00:45:58.350
Dan Lipcan (he/him): But now, of course, if we… if we only have one slip, then we… the…

334
00:45:58.590 --> 00:46:04.979
Dan Lipcan (he/him): The right half of that page will be blank, and we're still printing two sheets, so it's… it feels a little bit wasteful.

335
00:46:05.720 --> 00:46:09.049
Jen Hornsby: Is it a Chrome setting, or is it a printer setting?

336
00:46:09.730 --> 00:46:14.379
Dan Lipcan (he/him): It might be a printer setting, but I mean, we are printing using the Chrome browser, so…

337
00:46:14.380 --> 00:46:19.219
Jen Hornsby: Yeah, so when I go to print slips, I…

338
00:46:19.510 --> 00:46:32.390
Jen Hornsby: you know, select the ones, print selected slips, and then I do two copies, and I could screenshot this and send it to y'all later. And then there's a more settings.

339
00:46:32.530 --> 00:46:43.439
Jen Hornsby: And the second line down on my computer is pages per sheet, and I change that to 2, and it automatically flips it to landscape and puts them side by side.

340
00:46:44.550 --> 00:46:47.380
Jen Hornsby: So it might be fiddling in your settings.

341
00:46:50.040 --> 00:46:54.500
Dan Lipcan (he/him): Yeah, it's not something we're governing, kind of, in the coding of the slip itself.

342
00:46:56.790 --> 00:47:02.159
Jen Hornsby: I would love it if that could happen, which is… we had a specific setting in Aeon, so…

343
00:47:03.340 --> 00:47:17.520
Jen Hornsby: you didn't have to switch back and forth, because the biggest thing I'll do is I'll have my printer set up to print two sides for, like, everything, but I can't print the pixlips two-sided, so I have to remember to go in and uncheck that.

344
00:47:22.210 --> 00:47:28.610
Jamie Cumby: This may be the hack we need. I was trying to stack them horizontally, and that was a big mess, and…

345
00:47:32.130 --> 00:47:37.400
Dan Lipcan (he/him): If all publishers used titles that were the same length, that might solve the problem.

346
00:47:37.960 --> 00:47:39.290
Dan Lipcan (he/him): But…

347
00:47:41.610 --> 00:47:48.899
Dan Lipcan (he/him): Anyway, thanks… thanks to those of you that did put, your… your slips, in this slide deck.

348
00:47:49.440 --> 00:47:52.470
Dan Lipcan (he/him): It'll be interesting to take a close look at them and see.

349
00:47:53.110 --> 00:47:56.760
Dan Lipcan (he/him): What you all have chosen for… what's here?

350
00:47:56.870 --> 00:48:03.229
Dan Lipcan (he/him): You may have noticed in ours that we have a little, next to the call number at the top, we have a little…

351
00:48:03.360 --> 00:48:04.550
Dan Lipcan (he/him): high shelf.

352
00:48:05.070 --> 00:48:11.590
Dan Lipcan (he/him): Marker there, because we do have shelves that are 12 feet high.

353
00:48:11.960 --> 00:48:18.720
Dan Lipcan (he/him): And so, it's really annoying when you go to reshelve something, and it happens to be up there, and you need to get on a ladder.

354
00:48:19.170 --> 00:48:22.940
Dan Lipcan (he/him): And it's nice to kind of, like, Group those.

355
00:48:24.240 --> 00:48:28.679
Dan Lipcan (he/him): And we've been playing around with…

356
00:48:28.830 --> 00:48:34.439
Dan Lipcan (he/him): the call number suffix a little bit. This is something that we've got an active call-in with… with Lauren.

357
00:48:34.820 --> 00:48:38.740
Dan Lipcan (he/him): And we're trying to… because we have…

358
00:48:39.400 --> 00:48:51.619
Dan Lipcan (he/him): Our broadsides are particularly difficult to figure out where they happen to be. We have some small broadsides that are in boxes, and they have a little note in the item record that says, in box, and so we'd love to have the…

359
00:48:51.770 --> 00:48:57.500
Dan Lipcan (he/him): In box, notation, print on the slip, and so that's what's… what that is there for.

360
00:48:59.440 --> 00:49:00.160
Dan Lipcan (he/him): Yeah.

361
00:49:05.790 --> 00:49:08.360
Lauren Seney (Index Data): Does anybody else want to talk about their slips?

362
00:49:11.960 --> 00:49:22.569
Natalie Koziar: I think it was next on there, so I can talk briefly about ours. That's just an example, that's not actually what… we don't have any undergraduate as, like, a…

363
00:49:22.680 --> 00:49:24.290
Natalie Koziar: Requester Patriot Group.

364
00:49:26.240 --> 00:49:31.679
Natalie Koziar: The idea of it, like, having the person's name at the top is obvious because these are what get put into the books.

365
00:49:31.830 --> 00:49:36.170
Natalie Koziar: And then we noticed with our auction catalogs that the…

366
00:49:37.610 --> 00:49:45.779
Natalie Koziar: Auction House isn't, like, always in the title, so because the way our auction catalogs have been cataloged over…

367
00:49:46.900 --> 00:50:04.189
Natalie Koziar: long time. They've only been cataloged by date, so obviously there are lots of auction sale dates that have happened on the same day by different houses, because they're not organized that way. I also added, I think, primary contributor, which should, ideally, if there is, like.

368
00:50:05.050 --> 00:50:11.819
Natalie Koziar: a contributor should tell us, like, it was hopefully, like, Sotheby's or Christie's or something, so that gives us more…

369
00:50:12.200 --> 00:50:21.319
Natalie Koziar: at the time of pulling, a little bit of help as to what it is that we're looking for, when all of them are about decorative… all auction catalogs are about, like, in that same sale date.

370
00:50:21.920 --> 00:50:26.399
Natalie Koziar: like, decorative arts from Europe with very similar names.

371
00:50:26.470 --> 00:50:42.010
Natalie Koziar: And then, yeah, item copy, because for some… some… some curators specifically want a specific copy, because of our description notes have something, like, that'll say that there's an inscription that they want to see, or hand-scrawled, hand-colored, something.

372
00:50:42.220 --> 00:50:49.130
Natalie Koziar: And, the note is just also for us, so, like, sometimes people will put in just, like, a thank you.

373
00:50:49.250 --> 00:51:09.060
Natalie Koziar: Or, like, we get research requests from our director, and she'll put, like, information about the scan request she got from a patron, over email, so that she knows once I've retrieved the book, check it out to her, she knows exactly what… who was requesting it, and then what pages. That's also where they can put if they want to inter-office mail things, or…

374
00:51:09.940 --> 00:51:17.699
Natalie Koziar: if they would like it to go into, like, their study carol or something to that effect. It's not always used, but it is helpful when we see it.

375
00:51:17.860 --> 00:51:26.540
Natalie Koziar: And then, yeah, the barcode. Because for cereals, they don't always have an actual barcode, they're, like, a system-generated barcode, and so it's helpful.

376
00:51:26.830 --> 00:51:39.059
Natalie Koziar: And then for checking, when pulling the things, confirming that the back of the material has the same barcode as the paging slip ensures that we're pulling the right thing. Yeah, so it's just extra, yeah.

377
00:51:39.730 --> 00:51:57.959
Rylyn Monahan (she/her) - Philadelphia Museum of Art: And I think, too, Natalie and I were thinking about, like, due dates, because I know the pick slips, or the slips for interlibrary loans, sometimes they'll have, like, a section that'll say due date with a colon, and you manually enter it. Sometimes people will stamp on there, sometimes it'll auto-generate,

378
00:51:57.960 --> 00:52:02.860
Rylyn Monahan (she/her) - Philadelphia Museum of Art: So I am curious to know what you all do for… for due dates,

379
00:52:05.200 --> 00:52:06.369
Dan Lipcan (he/him): We just don't have them.

380
00:52:07.170 --> 00:52:12.749
Natalie Koziar: Yeah, I think Like, we don't want to print more things, so we're like, how can we…

381
00:52:12.870 --> 00:52:18.710
Natalie Koziar: how can we reduce the amount of paper we're using? So that's currently why we don't have due dates either, but we keep.

382
00:52:18.710 --> 00:52:21.440
Rylyn Monahan (she/her) - Philadelphia Museum of Art: Well, I guess we work through new things so often.

383
00:52:22.420 --> 00:52:23.490
Dan Lipcan (he/him): Oh, yeah.

384
00:52:24.770 --> 00:52:30.929
Dan Lipcan (he/him): I mean, you know, I think this is a larger question, is I'd like to be managing these

385
00:52:32.050 --> 00:52:38.050
Dan Lipcan (he/him): What we have circulated, particularly curatorial, more closely, so that we can actually You know.

386
00:52:38.210 --> 00:52:43.679
Dan Lipcan (he/him): If somebody's had a book for 5 years, lay eyes on it and make sure that it's still in good condition.

387
00:52:43.840 --> 00:52:46.840
Dan Lipcan (he/him): I think that's down the road,

388
00:52:47.600 --> 00:52:56.659
Dan Lipcan (he/him): And, you know, occasionally checking in with them to make sure they continue to need all the books that they have, would also be good practice, but we're not there yet.

389
00:53:00.530 --> 00:53:03.259
Rylyn Monahan (she/her) - Philadelphia Museum of Art: It's reassuring to hear that you're in the same boat as Dan.

390
00:53:03.260 --> 00:53:09.780
Dan Lipcan (he/him): Yeah, yeah. I mean, and it was like… it was like that… sorry, it was like that at the Met, too. I mean, when I was at the Met, it's just like…

391
00:53:10.040 --> 00:53:13.159
Dan Lipcan (he/him): Curators would have books for 20 years, and that's just…

392
00:53:13.880 --> 00:53:18.350
Dan Lipcan (he/him): The way it is, and sometimes you can recall them, and sometimes they put up a fight.

393
00:53:20.670 --> 00:53:31.889
Natalie Koziar: It's like their own little, like, sub-collection, and they were… we've gotten responses, like, well, I don't want to return them because I don't want anyone else to use them. Because I may need it.

394
00:53:32.080 --> 00:53:33.219
Dan Lipcan (he/him): Right, right.

395
00:53:33.470 --> 00:53:34.150
Dan Lipcan (he/him): Yeah.

396
00:53:35.980 --> 00:53:39.719
Dan Lipcan (he/him): One other thing I didn't mention, and that I see,

397
00:53:39.920 --> 00:53:46.539
Dan Lipcan (he/him): Jamie also has on the Grolier slips is the barcode for the patron account, which…

398
00:53:46.730 --> 00:53:50.480
Dan Lipcan (he/him): We find very useful when we're there at the desk circulating,

399
00:53:50.650 --> 00:53:59.229
Dan Lipcan (he/him): When people are in front of us, it's easy to zing the barcode for the person to look them up, and then kind of turn the slip around and zing the item, the item barcode.

400
00:53:59.470 --> 00:54:12.560
Jamie Cumby: Yeah, I got a little overzealous with the barcodes, because we were just having a conversation. My colleague Scott, who does, most of the reading room management, had been complaining about not having Aon, because he had it, in his last job.

401
00:54:12.600 --> 00:54:26.689
Jamie Cumby: And, so I thought I would try and throw in the request barcode in case that becomes useful. We haven't really used it, but I haven't taken it off on, you know, the off chance that, you know.

402
00:54:26.890 --> 00:54:32.739
Jamie Cumby: Finding the request itself becomes handy, especially, like, if we need to, say, cancel it for any reason.

403
00:54:45.660 --> 00:54:52.849
Lauren Seney (Index Data): Awesome. Any closing thoughts about slips, or do we want to take a quick look at what,

404
00:54:53.180 --> 00:54:56.910
Lauren Seney (Index Data): In-house use looks like… or sorry, for use at location looks like.

405
00:54:58.190 --> 00:55:03.740
Natalie Koziar: For things that circulate, do people find that the slips often come back, or that they are… disappear?

406
00:55:08.880 --> 00:55:12.740
Natalie Koziar: Like, if these are with them inside the book, for instance.

407
00:55:17.290 --> 00:55:24.229
Dan Lipcan (he/him): I think we have a fairly decent track record with slips coming back. I mean, Jen might be able to confirm that more,

408
00:55:24.930 --> 00:55:29.960
Dan Lipcan (he/him): But we have, you know, we have had… there certainly are books that come back without anything in them.

409
00:55:32.070 --> 00:55:38.029
Dan Lipcan (he/him): But that's part of the reason why we have that, you know, do not remove this slip highlighted in yellow. We hope that

410
00:55:38.360 --> 00:55:39.700
Dan Lipcan (he/him): Folks notice that.

411
00:55:43.120 --> 00:56:00.019
Jen Hornsby: It's really a Dana question for stuff that actually circulates within the reading room. When items are circulated in the reading room, we just keep the slip on the desk, and that gives us a sort of, like, eye's glance of how many items are out at a time.

412
00:56:02.820 --> 00:56:08.360
Lauren Seney (Index Data): Has anybody banned their books with the slips? That you add little strips of paper so it's kind of…

413
00:56:08.570 --> 00:56:12.959
Lauren Seney (Index Data): Not attached, but on the cover, so it's harder to lose.

414
00:56:17.840 --> 00:56:18.700
Dan Lipcan (he/him): We don't do that.

415
00:56:18.700 --> 00:56:21.369
Rylyn Monahan (she/her) - Philadelphia Museum of Art: We just do that for our interlibrary loan.

416
00:56:22.560 --> 00:56:26.949
Rylyn Monahan (she/her) - Philadelphia Museum of Art: But it is a useful way to reuse some of that paper, the excess printing paper.

417
00:56:38.300 --> 00:56:43.800
Lauren Seney (Index Data): Okay, so we are heading towards… rapidly towards the end of the hour.

418
00:56:44.220 --> 00:56:50.800
Lauren Seney (Index Data): So, we can take a quick look at for use at location. I am doing it in this,

419
00:56:50.880 --> 00:57:08.099
Lauren Seney (Index Data): snapshot environment, so these settings are going to get wiped out today. But if anybody wants to go play with this today, it is, configured. I have a test user and a couple of items, but you could add items as well. So, in this case,

420
00:57:08.380 --> 00:57:15.260
Lauren Seney (Index Data): I added a loan type, and I created items with that loan type, so that I could have a circulation rule specific to that.

421
00:57:15.310 --> 00:57:30.300
Lauren Seney (Index Data): I had to enable the for use at location in the loan policy, and then I wrote circulation rules that would apply to these items. I think it's also good if you're gonna do this, thinking about some of these things we've talked about, like

422
00:57:30.370 --> 00:57:46.859
Lauren Seney (Index Data): what would the request policies be? Would they be different from other materials? Did you need to designate a separate rule? Also, thinking about notice templates and policies, if there's… if you're sending notices, and there's something different that needs to go into the notice, thinking about how that might.

423
00:57:46.910 --> 00:57:58.149
Lauren Seney (Index Data): look different. I did also put a link here to anybody who didn't see the session that they did in the implementers. This was actually the National Library of Sweden.

424
00:57:58.150 --> 00:58:07.249
Lauren Seney (Index Data): was talking through it. They were the primary drive behind this development, and so they kind of have a much more detailed explanation than I'm going to get to in a couple of minutes.

425
00:58:07.270 --> 00:58:11.860
Lauren Seney (Index Data): But looking at this, so I have…

426
00:58:13.510 --> 00:58:18.670
Lauren Seney (Index Data): Hopefully this… I should refresh this environment to make sure it has not logged me out.

427
00:58:21.190 --> 00:58:31.739
Lauren Seney (Index Data): In inventory, I put a couple… I created a location, to make it easy to see these items, but coming in, if I want to place

428
00:58:32.000 --> 00:58:41.240
Lauren Seney (Index Data): a hold on this, so as a user, I would, it's maybe coming through from your discovery, but within Infolio, creating this…

429
00:58:42.110 --> 00:58:44.970
Lauren Seney (Index Data): Request for my user.

430
00:58:45.810 --> 00:59:00.699
Lauren Seney (Index Data): I have these configured so that it's only a page request, so that's why that's the only option there. And I'm at the interim service point, so that's the service point I'm going to use here, and so I can place this request.

431
00:59:01.410 --> 00:59:04.540
Lauren Seney (Index Data): And then if I have pulled this off the shelf.

432
00:59:05.250 --> 00:59:21.940
Lauren Seney (Index Data): and bring it back up to the desk, you're gonna see that I have a little drop-down menu here, that applies to for use at location. It defaults to close loan and return item, but I'm gonna toggle this, and then…

433
00:59:23.680 --> 00:59:34.250
Lauren Seney (Index Data): For this scan, it actually shouldn't matter, because this is the scan that is acknowledging I have something on hold. And so I'm getting this pop-up here that I have something that is awaiting receipt.

434
00:59:34.880 --> 00:59:53.829
Lauren Seney (Index Data): I'm not gonna print that slip, but I have it in a status of awaiting pickup. So, all of the details about this item, this should look like any request that you have encountered before. You can reprint the slip if you did need it, or get details about the request or the item.

435
00:59:54.300 --> 01:00:00.230
Lauren Seney (Index Data): We're doing rapid-fire example here, so I'm… I'm the patron now, and I am…

436
01:00:00.900 --> 01:00:06.149
Lauren Seney (Index Data): Did not remember my barcode, so we're gonna look me up, but I'm here to check things out.

437
01:00:07.880 --> 01:00:08.940
Lauren Seney (Index Data): And…

438
01:00:09.190 --> 01:00:15.019
Lauren Seney (Index Data): You're gonna get… bring up this user and see that they have something awaiting pickup at this service point.

439
01:00:16.440 --> 01:00:17.749
Lauren Seney (Index Data): And when I…

440
01:00:18.100 --> 01:00:32.619
Lauren Seney (Index Data): enter this, you kind of see the details that the loan policy… I created a policy that was in-house use, but when we go over to the loan details, it's going to show that this item is checked out.

441
01:00:33.070 --> 01:00:45.260
Lauren Seney (Index Data): And so I use it in the reading room for the day, I bring it back up to the desk and say, you know what, I still need this tomorrow. And so at that point, when it gets checked in, we're gonna make sure we have this set to keep on hold shelf.

442
01:00:45.690 --> 01:00:47.719
Lauren Seney (Index Data): And when I check this in.

443
01:00:48.740 --> 01:01:02.220
Lauren Seney (Index Data): we're gonna see that it's saying that it has a status of checked out, but that we're keeping it, or keeping it on the hold shelf here. So this is not showing that this is back in circulation, this is having me go send it back.

444
01:01:02.410 --> 01:01:12.810
Lauren Seney (Index Data): to the hold shelf, so the patron can come back the next day, or later that day, or whatever it is to use the item again. And so, again, we can come back

445
01:01:13.610 --> 01:01:16.409
Lauren Seney (Index Data): In this session, and look me back up.

446
01:01:21.760 --> 01:01:27.490
Lauren Seney (Index Data): And again, we're gonna see that pop up the next day, that I have something that is available for me.

447
01:01:28.460 --> 01:01:33.060
Lauren Seney (Index Data): And I'm… Clicking in, and again, it's…

448
01:01:33.140 --> 01:01:37.570
Lauren Seney (Index Data): checked back out. I think the rule I set on this was a week.

449
01:01:37.580 --> 01:01:52.080
Lauren Seney (Index Data): So that's why these dates look so, so far out, for this, that they're checking out for a date, but we could change that rule so they checked out for just a day, or they checked out for a few hours, whatever that rule should be. And then if I come back.

450
01:01:52.080 --> 01:01:58.289
Lauren Seney (Index Data): today, and I say, you know what, I'm actually done with this item. So this time, I can…

451
01:01:58.340 --> 01:02:17.170
Lauren Seney (Index Data): close the loan and return it to the shelf. And so when I check that back in, I'm now going to see that the status has gone to Available. So this is… or if we were moving between service points, it would go in transit, so that it needed to go back to that other service point. But for this, you can return it,

452
01:02:17.690 --> 01:02:36.419
Lauren Seney (Index Data): or keep it on the hold shelf for as long as you need to. There are rules that are pertaining to when your holds expire, etc, so that you would get some of those same processes as before, but this lets somebody come back multiple times to review an item before the system is sending it back to the shelf.

453
01:02:37.400 --> 01:02:40.930
Lauren Seney (Index Data): So that was, like, the 5-minute overview, tops.

454
01:02:41.120 --> 01:02:54.429
Lauren Seney (Index Data): of this, but I think it's really cool functionality. It's coming with Trillium, so it's another release out, but it's something that hopefully will be useful for everybody that's doing circulation in the reading room.

455
01:02:57.610 --> 01:02:59.399
Dan Lipcan (he/him): And Lauren, you can set that.

456
01:03:00.010 --> 01:03:04.649
Dan Lipcan (he/him): Drop down to ask for action, so you get that… you get prompted every time.

457
01:03:05.010 --> 01:03:07.889
Dan Lipcan (he/him): Whether, you know, which one you want for a given… okay.

458
01:03:10.270 --> 01:03:21.350
Lauren Seney (Index Data): Great. And again, if anybody wants to go play today, the rules are set up in this system that's linked on the agenda. My user is, MuseumsTest.

459
01:03:21.570 --> 01:03:34.219
Lauren Seney (Index Data): And if you toggle locations to the reading room, I created two items, but you can create more items. There's not a lot in the system, but kind of for what the workflow looks like, you could… can work through that.

460
01:03:35.620 --> 01:03:37.780
Lauren Seney (Index Data): Yeah, I'm excited for it.

461
01:03:39.590 --> 01:03:43.180
Dan Lipcan (he/him): And if you do go and watch the video from the implementers.

462
01:03:43.820 --> 01:03:55.670
Dan Lipcan (he/him): There's probably 10 minutes of chat before they actually get started, so you can, like, you know, go way into the recording and, you know, you don't have to listen to them talk about whatever they talked about.

463
01:03:55.950 --> 01:03:57.870
Dan Lipcan (he/him): Weather or snow or something.

464
01:03:59.090 --> 01:04:00.139
Lauren Seney (Index Data): Probably, yeah.

465
01:04:00.140 --> 01:04:00.820
Dan Lipcan (he/him): Yeah.

466
01:04:02.530 --> 01:04:18.449
Lauren Seney (Index Data): So it looks like we are kind of at time to wrap up, but I would appreciate any insight on what people might want to talk about next time. You can post it on Slack, or you can ping me directly, so we can make sure we get something kind of prepped on the agenda.

467
01:04:20.240 --> 01:04:20.770
Dan Lipcan (he/him): Great.

468
01:04:21.840 --> 01:04:26.509
Lauren Seney (Index Data): Awesome. Everybody have a great rest of your day. This is a great conversation.

469
01:04:26.510 --> 01:04:27.180
Dan Lipcan (he/him): Yes.

470
01:04:27.360 --> 01:04:28.940
Dan Lipcan (he/him): Thanks, Lauren. Thanks, everyone.

471
01:04:29.320 --> 01:04:30.420
Jamie Cumby: Thanks, guys.

