Date & Time
– 1-2:30 pm.
Zoom
https://csueb.zoom.us/j/531982611
Participants
brandon dudley (Unlicensed) David Walker Kevin Phillips (Unlicensed) Israel Yanez (Unlicensed) Christina Mune (Unlicensed) Andrew Carlos (Unlicensed) Linda Franklin (Unlicensed) Brian Moore (Unlicensed) Mike DeMars (Unlicensed) Joseph Adkins (Unlicensed) Dolly Lopez (Unlicensed)
September Notes
Discussion topics
Time | Item | Presenter | Notes |
---|---|---|---|
1:00-1:10 | Welcome Agenda Setting | ||
1:10-1:30 | Committee Updates | All | Fulfillment:· The date for the next open forum has been moved back to 11/7 to allow for full participation by the functional committee members and to allow for more time to work on Letter/Notices templates. The topics will include discussing the pros and cons of Anonymization and the steps to take to enable the feature. Other topics will include release highlights over the last few releases, as well as purging users and Letter/Notices. · There had been a few campuses mentioning that they had patrons with role expiration dates. This was usually a function of manual record creation, but a report was put in the Institutional Analytics Verified folder to allow campuses to check if they have any patrons with expiring roles. This includes staff within Alma that might have expiring roles(Shared Folders -> Community -> Reports -> Institutions -> CalState -> Fulfillment -> Vverified Reports -> Users). Another report that was put in the unverified folder for further testing was one which produces all patron records with purge dates (Shared Folders -> Community -> Reports -> Institutions -> CalState -> Fulfillment -> Unverified Reports -> Users). · Course Reserves Environmental Scan interviews are ongoing. There have been 7 campuses interviewed so far with 4 more scheduled over the next 2 weeks. Last week’s meeting minutes will show some of the highlights from these conversations. The goal is to produce a report highlighting the unique practices of the Course Reserves units and make recommendations for best practices. Resource Management:
The Resource Management Functional Committee’s next meeting is this coming Monday, 10/14/19. Analytics & Assessment
Resource Sharing1. Developed and publicized (via I-SPIE TV) a workflow for dealing with Long Overdue CSU+ loans. We did a study and found that after 90 days overdue a CSU+ loan is extremely unlikely to be returned. We want to be able to inform Collections Development people at the owning library that the book is unlikely to come back and that they can repurchase the book if so desired. The next phase in this project is to connect with the Resource Management Functional Committee to discuss the best workflow for replacing these books while still holding the borrowing patron responsible. Israel should expect to hear from me soon about his initiative. 2. Currently exploring an Alma job that would clean up Resource Sharing request queues of old transactions. However, running the job may have negative consequences for Network Zone analytics. We are still currently exploring whether we should recommend campuses turn on the job or not. 3. We did a release testing session on a recently released Resource Sharing functionality called “Reactivate Request.” During the testing session we noticed that parts of the Alma manual resource sharing request functionality is not working properly, which halted testing. We opened a Salesforce support case about the issue. Testing will resume when case is resolved (or maybe earlier if we find a workaround). 4. Developed a new analytics report that should find items that were Completed but never Received (these are items that “Reactivate Request” functionality would be good for). There was an issue with the report generating some false positives so we are working on weeding those out if possible. 5. One RSFC member has just left the employment of the CSU, but a replacement member was found post-haste. (Thanks Brandon!) 6. Revived the discussion about CalState Walkin users (via I-SPIE TV). Explained why Fulfilment Network (Alma’s pickup and return anywhere system) will not work for CSU+ and why we need an alternative solution for CalState Walkins to use CSU+ at a visited library. This picks up on a discussion we had at the last ULMS Steering Committee Meeting: developing some kind of webform solution to CalState Walkins using CSU+. There is a document that went through the last Steering Committee about CalState Walkins, but it never officially made it out. I will be sending that to ULMS Steering Committee for review and comment. Discovery
|
1:30-1:40 | Survey Results – Steering Committee Priorities | See Results John’s strategy and approach | |
1:40-2:00 | Ex Libris Contract Negotiations Surveys | Surveys to review:
| |
2:00-2:10 | Confluence Permissions | ||
2:10-2:30 | Clarifying Process of implementing ULMS Policies and Procedures | This came up as a high priority issue in the Steering Committee Survey. |