| Item | Notes |
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| Notes | - Assign someone to take notes and add them to ConfluenceIt was suggested and agreed upon that we have a set rotation for minutes instead of asking for volunteers.
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| Workflow Update | - Christine has been working to upload all of the workflows that have been completed to the wiki, but there have been a few delays. Hope to have everything uploaded and finished by the end of this weekupdated the workflows that were reviewed by the group. She incorporated all comments and updated each workflow appropriately.
- Workflows will be shown and discussed at the next Open Meeting.
- Christine had a question about in-house use instructions.
- After discussion it was determined that in-house use can be counted by using scan in items or return items. Both will be displayed on our in-house use workflow.
- Mallory will come up with some process for lost/paid. Questions for this workflow have come up in ISPIE.
- Mallory invited anyone interested to join her in developing workflow for this area.
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| CO Training Update | - Update from Coordinating Committee meeting last Fridaycommittee met last week and discussed the CO training.
- Training will take place during the summer
- Most sessions will be run by ExLibris.
- Mallory suggested that we have detailed scenarios/examples for questions in order to get the most of out training.
- The following topics were proposed:
- Analytics Training, including the Analytics dashboard
- Inventory
- Terms of Use
- How the TOUs are connected
- Troubleshooting (Fulfillment Configuration Utility)
- Best Practices (Streamlining, editing, assessing your TOUs)
- Lost loan profile
- Workshop for best practices for lost, missing, searching, etc.
- Patron purge, fines/fees purge (Fulfillment house cleaning in general)
- Anonymization
- Reading Room Runctionality
- Christine will send out a call for CO training topics to the Access Services list.
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| Comment Form | - Mallory DeBartolo (Unlicensed)can show us the form that she createdcreated a comment form through google due to an extra cost of this functionality in Confluence.
- Submitted questions are added to a spreadsheet. Notifications are sent to Mallory (the owner of the form) once the comments are received.
- Christine will share the link on the Confluence page.
- It was suggested that we add the checking of this page as a standing agenda item to this meeting.
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| Policy Clean Up/Review | - Coordinating Committee wants us to do the following:
- Review policies/best practices and update if necessary
- Create any new policies that might be necessary
- Update the policies page
| Zoom Session | - Talk about the session that we had with Jamie.
- Included my topic, plus a financial discussion.
- Recap for the groupWe need to review policies/best practices and see if they are still working for us. Update if necessary.
- It was suggested that we ask people at the Open Forum and send out specific questions to get maximum feedback.
- Mallory noted that some policies overlap between Resource Sharing and Fulfillment and are not currently included in the Fulfillment policies.
- Mallory will let us know which policies overlap and we will discuss them in our group.
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| Zoom Session | - Session originally started out to clarify how to limit number of items (example - equipment) that can be checked out at a time. This led to a discussion about fines and how they are handled.
- Some campuses are adding manually into PeopleSoft.
- Long Beach has an in-house developed automated feed to their Bursar's Office.
- There was a question as to whether the CO are working on a process.
- It was suggested that we reach out and see what if anything is happening with this.
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What's making you crazy this week? What's working particularly well? | - Round RobinThere was a brief discussion that some campuses were having trouble with their patron load.
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