- Updates - With RM implementation winding down, Adam will stop attending regularly. He will come when agenda includes appropriate items.
- Future Agendas - Jesse will get agendas out by the Wednesday before each call
Client Center slowness testing:
Jesse and Susan will record WebEx sessions of Client Center work as follows:
Susan clicks through and talks about what she is doing
AND
Jesse clicks through, doing the same steps, and talks about what he is doing
Database administrative information scenario
Database search = ABI
Click on database “ABI/Inform Complete”
Click on “Administration”
Click on “Licensing”
Attach an existing contact:
Click on “Contacts”
Click on “Attach”
Click checkbox for Susan Marcin
Click Save
Subscribing to individual title in a new database scenario
Provider search = JSTOR
Click “View details” to show list of databases
Click “Show All”
Click on “JSTOR eBook History”
Edit
Mark as “Subscribed”
Save
Edit
Check “We subscribe to only some of the titles in this database”
Save
Click on Titles: 0 of 271
Do a “Title Begins With” search
Search for “Seasons of Misery”
Click on title link
Click Edit
Change status to “Subscribed”
Save
We set up menus in Cornell and Columbia RM instances to match: Final Contact Types and Roles
Contact Types (pull down menu) Final list
Vendor - Columbia
Vendor - Cornell
Vendor - 2CUL
Columbia
Cornell
2CUL
Other
Contact Roles (check boxes, multiple selection possible) final list:
General (changes “All” to “General”)
Billing
Licensing
Support
Selector
Staff