2018-03-28 Meeting notes

• The Analytics working group has assigned Brian Moore from SDSU to work with the Fulfillment Analytics Subgroup.

• A meeting has been scheduled for next week to go over initial goals and a plan to accomplish our goals.

• There is some progress, but most members are finding that they are too busy to get significant work done in these areas.

Resource Sharing Joint Taskforces

1. Visiting Patrons: Had one meeting. Tested the processes and started a working document to move forward.
2. Lost Items for CSU+/ILL: Had one meeting. Working on the process moving forward
3. CSU+ overdues and notices: Scheduling their first meeting for next week.

Christine Evans

Natasha Allen

• There is a taskforce looking to compile data to create a Dean's Dashboard so that the Deans can quickly see the data from their library.
• Data includes circulation stats, gate counts, and research/reference services statistics.
• We compiled a list and Christine sent it to Nikki in the Analytics group.

• We we tasked to assign conference subjects for the summer training to either the CSU or Ex Libris
  1. Terms of Use and other connected functions (CSU)
  2. Lost Loan Profile: CSU
  3. Best Practices for Lost, Missing, and Searching (CSU)
  4. Fulfullment House Cleaning: Patron and fines, fees Purge, Temporary Items, Inventory (Ex Libris)
• We also assigned either CSU or Ex Libris to the "other sessions" on the list that we originally forwarded.
• Christine sent this list to Rae Ann as requested.

• Christine encouraged everyone to finish all of the workflows and get them done prior to the Open Meeting in April.  
• Hopefully we can upload them and be finished so we can showcase them at our next Open Meeting.  Then we will have time to focus on all of the other things that our group is trying to accomplish.

• We haven't had any new comment form suggestions and we have followed up on all that were previously submitted.

• Matthew shared an issue he was having with the Lost Loan Profile and letters. We decided that this might be a great zoom topic and will be sending an invite for everyone to get together and solve some issues with Lost Loan Profiles and Letters.