CARLI Resource Sharing in our New Age: Two Libraries’ Different Approaches to Lost and Billed Materials Processes

The CARLI Resource Sharing committee presents "CARLI Resource Sharing in our New Age," a monthly discussion series.

Next discussion: Two Libraries’ Different Approaches to Lost and Billed Materials Processes.
Friday, October 29, 2021 - 11:00am to 12:00pm

The CARLI Resource Sharing Committee's October Discussion focused on using Alma Analytics reports and dashboards to process lost materials for billing and automatic transfer of fees to a campus system. The session started by hearing from two academic libraries and their different approaches to processing lost materials for billing. Janelle Sander of University of Illinois at Urbana-Champaign discussed automatic transfer of fines to an external bursar system and how that process impacts billing workflows. Shelly McDavid, from Southern Illinois University Edwardsville, demonstrated how leveraging customized dashboards and reports in Alma Analytics has enabled her library to start slowly working through current and future workflows for lost and billing processes. Q&A with participants follows!

Recording: