2018-02-28 Meeting notes

Date

Attendees

Regrets

Discussion items

ItemNotes
Updates from Policies & Analytics Working Groups
  • Get an update from both of the working groups about progress made, pending decisions, etc.
  • Mallory DeBartolo (Unlicensed)
    • Review existing fulfillment policies and flesh them out
    • Review approved CSU+ policies and figure out where they overlap and where config recommendations need to be made
    • Figure out how to evaluate policies
  • Christine Evans (Unlicensed)
    • will schedule a zoom meeting to get going
    • interested in comparing campus activities and figuring out why campuses that have the most/highest rates of/etc. are doing what they are doing.
Open Meetings
  • Tie up any loose ends for the training at our open forum on .
    • Cathe Olson (Unlicensed)and Natasha Allen (Unlicensed) appear to be ready - Natasha's tutorial is ready to go and (will be) in the team drive if people want to provide feedback. No update from Cathe (due to absence) but Christine will follow up.
    • It appears that our zoom now allows us to record to the cloud so we will be using my meeting room. 
      • I sent out an invite to the Access Services group on February 21st and I'll send a reminder a day or two before the meeting.
  • Mention new Idea Exchange Slack Channel
Resource Sharing Joint meeting/Open Forum
  • Trying to coordinate a time with the Resource Sharing group to talk prior to our open meeting in March/April.
    • Please add agenda items to the google doc in our FFC drive to fill in the Resource Sharing agenda items.
    • Review the google doc of ideas to see if anyone wants to add anything during the meeting.
    • Mallory will figure out a time for the two groups to meet and coordinate with Chris.
  • Scheduling the next Open Meeting.  Since we moved our "February Open Meeting" to the beginning of March, perhaps we should have the next Open Meeting in the beginning of April?  Or we can move it to the end of April if that works better for everyone. Want to make sure to have it prior to the chairs being reassigned. Date TBD but we will get one done in April for sure.
Comment Form
  • Any submissions?  Mallory DeBartolo (Unlicensed)
  • Question about room booking functionality in Alma. Nobody in our group is using this functionality or knows much about it so Troy will post to slack to see if anyone is using it for booking study rooms to see if anyone else can help.
Workflows
  • Discuss where we are on adding our next workflows.
    • Suggested workflows from Laura Sun - work orders was one of the suggestions which is being worked on and marking items as lost was another and has already been done. Christine will follow up with Laura to make sure we are covering everything she's requested.
  • Hopefully get this portion of the project done by the end of March.
"Dummy" Patron Accounts
  • SJSU's ILL department uses a dummy account to check out items to distance ed students and for ILLiad checkout
    • NCIP suggested as a solution - it will automatically update statuses/move locations
    • LA also has some trouble with NCIP
    • Mallory wants to sit in with Matthew to set up NCIP via zoom to see if they can get it working together.
    • Jamie did a presentation at ISPIE last year about setting up the NCIP. It's not complicated. You just need the right roles and the ability to download an add-on. She will follow up sending out the presentation she did.
  • Convert to resource sharing job (when something is marked as missing and there are holds)
    • this might do weird things to the requests they're making for ILL "dummy" patrons
Next Meeting
  • Our next scheduled FFC meeting is on  @10am.
What's making you crazy this week?  What's working particularly well?
  • Crazy making for Matthew
    • PIN in user accounts. Every time you touch the patron record the patron gets an email saying their PIN was updated. He turned off the letter for PIN updates.
    • GES for CSU+ seems to change itself from GetIt/ViewIt to show in Links
  • Mallory: being driven crazy by display logic in general
  • Robert: consternation about addresses being viewed by student employees.
    • Wants to suggest an Idea Exchange post: having access to things in Patron Accounts should be more granular. Is there already a post?
    • LA has issues with this too.
    • suggestion to not bring addresses over in the PS load in general - can be tricky because addresses are often used for verification
    • At Long Beach they have everyone sign a confidentiality agreement
    • may also want to limit access to Alma via IP address
    • Will move forward with removing privileges from appropriate student user roles AND submitting an idea exchange post

Action Items