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Time

Item

Presenter

Notes

2:00 PM

Darnesa Morris introduction

Darnesa Morris - Northridge

ILL staff for 5 years, but worked as a student. Has been on a few I-SPIE committees, including conference planning.

2:04 PM

Updates from last RSFC meeting

Joe Adkins, Natalya Serge

Joe sent Kevin (Fulfillment) an email about joint meeting to discuss the CSU+ loan terms project regarding loan period, renewals, etc. Joe sent an email to Israel (Tech Services, Resource Management) regarding not checking in long overdue books even if replacing them. Natalya spoke about the clean up job. Keeps the data but we may not able to tell true history of requests because the status becomes Deleted. Most user information is not available at all in the NZ, regardless of anonymization settings. Natalya plans to do the clean up job for Circuit requests. Works on Completed status requests only. More investigation is needed. We’d like to clean up the things we don’t need for stats purposes in ALMA (ILLiad, Circuit).

Natalya, Karla, and Joe tested the Reactivate Request functionality. It wasn’t working properly so Karla is going to submit a case. When you try to duplicate a request, there’s an error when you try to add a partner.

Meghann had her meeting with Zach, but we’ll wait to hear from her.

2:18 PM

RSFC Confluence Space Revamp

Joe Adkins

Joe has had a long-term agenda item to have everyone pay attention to and update/improve the RS Confluence page. Tip-Bot examples and other processes talked about that aren’t reflected on the site. Some things are hidden behind misleading titles. He’d like to make it more readable/user-friendly especially when RS staff have to go to the site for instructions. Guides and Documentation section needs more organization. Karla mentions that she comes to the site when she has a question and ends up Googling it because it’s too hard to find on the site. Could be broken up into larger categories headings that we’ll come up with (action item). Possibly adding I-SPIE TV content.

2:30

I-SPIE TV on Confluence

Joe Adkins

Adding an I-SPIE TV link and storing the pre-recorded clips. CSU+ You is exclusively an RSFC segment. Since Tip-Bot is popular, maybe adding the I-SPIE TV clips would bring more people to the Confluence site. We agreed that we should start storing and linking to these clips so people who missed the show can come back or anyone could return to their favorite bits. Natalya will do an Analytics spot for November I-SPIE TV.

2:41 PM

Letters and hold shelf reminders

Joe Adkins, Joe Gerdeman

ALMA hold notice says they requested ILLiad book on the same day it arrives. Very confusing. IF Partner = ILLIAD, Remove requested on date from notice. When change due date it sends them an email saying new due date. This is confusing and causes question. Maybe we can have two IF, THENs. For check out email, IF Partner =ILLIAD, don’t put due date in email. Second, this is for due date change, IF Partner =something [JA will finish this part up] Joe was going to show us where the letters editing section is in ALMA. They were hard to find and he described them a bit.

2:50 PM

Webform for Pickup Anywhere functionality

Joe Adkins

Joe shows and describes General Electronic Services for Primo. We can add links for many different functions - ILL, Ask a Librarian, etc. - when a user opens a record in Primo. Joe wants to make a link that allows a user to request a CSU+ item be delivered to another campus, which would lead to a standardized, central webform. This form would send an email to the borrowing campus, and the borrowing staff would manually create the request for the user. Discussion follows.

Action items

  •  Come up with logical organization for CSU+ Guides and Documentation on the Confluence site.
  •  Try to determine where our knowledge gaps are on the Confluence site.
  •  Create another I-SPIE TV video for the November episode. Natalya Magazino (Unlicensed)
  •  Continue to investigate the Pickup Anywhere webform idea. Joseph Adkins (Unlicensed)
  •  Find out how many CalState Walkin Patrons we have through Analytics. Natalya Magazino (Unlicensed)

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