Access Services Status Reports
| Date |
|
|---|---|
| Working Group | Access Services |
| Task Force | |
| Report Summary | Goal: Make sure Fulfillment configurations in Alma are correctly set–we have discussed at multiple forums and no major issues have arisen. Troy has held several drop in open meetings to work on Fulfillment configurations collaboratively. Goal: Formulate a plan to deal with Fulfillment Freeze on each campus–we have discussed this as a group at 2 different open forums. Will make sure specific actions like turning off online renewals and requests are addressed in readiness documentation. Goal: Help develop each campus' readiness for Go-Live, discover any stumbling blocks, see how we can help each other move forward–we've had a lot of discussion about patron loads from PeopleSoft, in Open Forums and over email. Working through TOU and other configurations in a group online has also helped. We need more Resource Sharing testing (including RS Letters). We are concerned that more significant changes to policies have not yet been marketed to most library users. Goal: Determining workflow for visiting patrons (including patron data sharing rules)–we will form a task force to look at visiting patron workflows. How do we bill these patrons for lost items? Goal: Develop recommendation of how to migrate fines/how to deal with migrated fines–leads will work on this document Goal: Develop recommended workflow for missing items–Mallory developed a workflow, leads will vet and share with wider audience Goal: Develop recommended workflow for claims returned items–asked Mallory to develop one Goal: Update structure of Wiki to create a better place for document repository–will work on this in May |
| Description | |
| Action Items |
| Date |
|
|---|---|
| Working Group | Access Services |
| Task Force | |
| Report Summary | Goal: Make sure Fulfillment configurations in Alma are correctly set–we have discussed at multiple forums and no major issues have arisen. We will discuss at our Open Forum 3/15. Leads in consultation with others will produce a survey to ask each campus a set of specific questions Goal: Formulate a plan to deal with Fulfillment Freeze on each campus–initial discussions have happened, we will discuss this more fully at our meeting 3/22 Goal: Help develop each campus' readiness for Go-Live, discover any stumbling blocks, see how we can help each other move forward–this week the group did a lot of discussion about the patron load, issues that have arisen, we will continue discussion on patrons at the Open Forum 3/15 Goal: Determining workflow for visiting patrons (including patron data sharing rules)–we will begin discussing this 3/22 Goal: Develop recommended workflow for fine payment–call for task force members to work on this later in March Goal: Develop recommended workflow for missing items–call for task force members to work on this later in March Goal: Develop recommended workflow for claims returned items–call for task force members to work on this later in March |
| Description | |
| Action Items |
|
| Date |
|
|---|---|
| Working Group | Access Services |
| Task Force | |
| Report Summary | Goal: Make sure Fulfillment configurations in Alma are correctly set. Goal: Formulate a plan to deal with Fulfillment Freeze on each campus. Goal: Help develop each campus' readiness for Go-Live, discover any stumbling blocks, see how we can help each other move forward Goal: Determining workflow for visiting patrons (including patron data sharing rules). Goal: Develop recommended workflow for fine payment. Goal: Develop recommended workflow for missing items. Goal: Develop recommended workflow for claims returned items. |
| Description | |
| Action Items | Will set up one additional "open forum" per month (total of 2) through June 2017 to serve as Office Hours to focus discussion on specific topics to help with Go-Live readiness |