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Date

Meeting recording

Recording (Apologies from Christine, she forgot to hit the record button until a few minutes into the meeting.)

Discussion items

ItemWhoNotes
Patron Loan Update

HR:

  • Setup: Ability to map auxiliary users to “staff” or “faculty” types.
  • Setup: Allowed checkbox option to send employee addresses or not.

Student:

  • Setup: Changed Address Type field from required to “NOT required”
    • to allow campuses to decide whether or not to send addresses for students.
  • Set ALMA Expiry Date to the run date when a student has withdrawn
  • Prevent process from failing when a student has multiple plan sequences with the same number
    • student will display in message log instead as a warning.
  • Prevent process from failing when a student has a future dated plan stack and is enrolled.

General Information:

  • Changes were made in December to make the patron loads more flexible.  If you don't have the new version, let your systems people know if you want the new version.  Contact David if you have any problems or questions.
Training topics for CO training this summerChristine Evans (Unlicensed)
  • The training will most likely be a 2 day training – 1 1/2 day Alma, 1/2 day Primo.  The majority of the training will be led by ExLibris.
  • Our group needs to send a ranked list of suggested training topics today.
  • Christine shared this list and added additional suggested topics.
  • Let Christine know asap or add a comment to the document if you have additional topics.
Slack
  • How to make it more useful.
  • Feedback from the group is appreciated
    • The number of notifications can be overwhelming.
    • Christine found it helpful to close out channels that weren't needed and customize notification settings.
    • In the free version, messages drop off after 10,000.  Ideas for capturing important information from Slack:
      • Consider the paid version?  There are discounts for schools.  Kevin Phillips at Fullerton says they use the paid version and is willing to consult.
      • Maybe transfer important info to the wiki.  But how would that be managed – a lot of work!
      • APIs for conversation archiving.
      • If you see something on Slack that should be saved, post the link in the Fulfillment Comment Form and we can post to the Wiki.
    Comment Form
    Show on the wiki
    • There is now a comment form on the Fulfillment home page for people to ask questions of the Fulfillment Committee.
    • Comments can be anonymous.
    Analytics Training
    • There will be a training on Analytics that will be related to Fulfillment.
    • Topics will include:
      • Financial Reports
      • Usage Reports
      • Widgets
      • Question and Answer Session

    What's making you crazy this week?

    What's working particularly well?

    Everyone
    • This is a new agenda item that we will have at every Open Meeting so that we know what's not working for you at your campus and what is working exceptionally well so you can share with other campuses.

    Action items

    •