2020-02-19 Meeting notes

Date

Feb 19, 2020

Participants

  • Present = @Darnesa Morris (Unlicensed) @Mallory DeBartolo (Unlicensed)@Natalya Magazino (Unlicensed) @Joseph Adkins (Unlicensed) @Joe Gerdeman (Unlicensed)

  • Absent = @Meghann Brenneman (Unlicensed) @Karla Salinas (Unlicensed)

    Scribe = @Darnesa Morris (Unlicensed)

Goals

  • Sandbox Follow up: Let's make sure everyone has their accounts and roles set up. Maybe we do some testing.

  • Reactivate Request: What kind of testing? Let’s test Reactivate Request while in Sandbox. Reactivate Request is not just for “completed” requests. Reactivate option appears on Cancelled by Staff, Cancelled by Patron, as well as Request Completed (maybe others?) Lets test out the different scenarios and see how Reactivate works. This part will be recorded to be chopped and voice overed for I-SPIE TV.

  • CSU+ for Distance Learners? - Lets brainstorm and experiment in the sandbox on how to do this best.

  • Any other updates on old or new business:

Discussion topics

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

10:30am

Reactivate Request

All

Tested reactivating requests that have been rejected by partner, expired from the holdshelf, completed or canceled by staff. When reactivating a request both borrower and lender need to reactivate the request and we should contact the school instead of relying on just the general message. For requests that have been accidentally canceled by staff, the request is reactivated on both ends but will need to be shipped by the lender before the borrower can receive the item. If the item that expired from the holdshelf is in the 'returned item to partner status” and the request is reactivated the item will need to be scanned in by the borrower instead of received; this puts the item back on the holdshelf and the patron will receive a new email notification.

11:30am

CSU+ for Distance Learners?

@Natalya Magazino (Unlicensed)

There was a suggestion to set up a distance learner library to route DL requests to. Mallory let us know that when there are 2 RS libraries in one institution they need to be set up as separate partners and that we should write up what we would like to happen and submit it to ExLibris to see if they have any options. Natalya & Joe will write up this description to also submit to Alma L.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Action items

Decisions