| Item | Notes |
|---|
| Notes | - It 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 updated 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 | - Coordinating committee 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 created 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
- We 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? | - There was a brief discussion that some campuses were having trouble with their patron load.
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