2019-01-29 Meeting notes

Date

Attendees


Note Taker: Natasha Allen

Discussion items

ItemNotes
Unverified reports that were unable to be verified
  • Troy's Report
    • Jamie will make the suggested changes on her own instead of working with Troy to make the changes.
  • Natasha's Dashboard Options
    • Use it as an example on a guide, along with written documentation
    • Separate them out as singular reports.
    • The committee can work on this over the summer when there is a bit more time.
    • Cathe will look into finding out if there is an analytics guide that we can repurpose for FFC.
    • Natasha will edit the dashboard further so it’s more generic.
    • Mallory says “there is a group making up a "Collection Development toolkit" which I think was intended to serve a similar purpose but the dashboard implementation got too tricky so they are putting together a toolkit instead that will walk through creating certain reportsand i assume some dashboard functionality too”
Steering Committee Update
  • Working on ways to streamline the policies and clarifying recommended fulfillment related policies vs mandatory policies. There may also be talk on enforcing the mandatory policies but not yet.
  • There is also talk of creating an infrastructure for a floating collection.
Reserves Search Enhancement
  • When electronic citations are set up in Alma, they are now discoverable in Dave Walker's new version of the course reserve search.
  • This is good because previously it wasn’t showing up as available unless you did a scoped search in Primo.
  • Many campuses use this search because of the one day lag in getting new courses and newly created bib information in Primo.
  • More campuses may end up adopting this after this newest update.
  • Jamie could demo the alma side and search side at the next open forum.
Create contact list of Course Reserves Coordinator at each CSU
  • Cathe says this is not a huge priority but would be useful when we want to contact people with questions on their course reserves programs.
  • Christine gave Kevin a previously created access services contact list.
  • Kevin will bring it up to date and then Cathe will post on confluence.
Reserve Analytics Update
  • Jaime and Mallory were looking into this.
  • Jaime did some testing on these and was having trouble with some of the reports. Jaime exported a report from analytics of loans by locations by time. He is trying to figure out if any of these were overdue when returned.
  • Mallory will save her update for next week.
  • Matthew, Kevin and Cathe will work with Mallory and Jaime on brainstorming the best way to display the information.
CalState Walkin Test 11/29 at 3pm
What’s going well? What’s making you crazy?
  • Matthew: question on the preferred name update - how does this affect the campuses (or does it?). Matthew found out that the load already takes preferred name if there is one so this change should not affect anything.
  • Cathe: Search list -  make sure to use "normalized call number" for sorting.
  • Jamie: return receipts are printing out at the desk printer. When she changed the Circ Desk setting "print receipt" setting to No, this was resolved.


Next Meeting: 02/5/19 @ 11 am