2019-10-24 Meeting notes

Date

Oct 24, 2019

Attendees

Discussion topics

Topic

Notes

Topic

Notes

CSU+ Loan Periods & Duplicate Requests

  • Christine has received an email from Resource Sharing about discussing the loan periods. (right now is 60 days)

  • Kevin- turned on the function to indicate “no duplicate requests” at his library, but people have been unhappy because requests turned away until the request is completed from the home institution. This is a good reason why the loan period should be extended, or people shouldn’t enable this feature.

  • Christine says that her institution hasn’t had any issues

  • Kevin—if people want their campus to be able to request another copy before theirs is due, this feature has to be turned off, or else the request will be rejected

  • Settings in Alma are : Config—Fulfillment—Customer parameters—check patron duplicate—False

  • This is a good time to jumpstart a discussion to change CSU+ loan period to longer period

  • Natalia at SM has a widget for duplicate requests (Mallory), Kevin will contact her about this

Survey Open Forum

  • Staff member survey is very similar to chair survey, there will be a discussion with Brandon about what’s working and what’s not working

  • Kevin will send out the meeting invite. Brandon only wants one survey response from each chair. Discussion with larger group for Brandon to note people’s issues so he can represent them in negotiations

  • Kevin—prepare some questions/directions for the conversations

    • Mallory—what do you wish you could do in Alma that you can’t right now?

    • Kevin—have more in-depth Course Reserve analytics

    • Mallory—resource sharing stats—no uniting number/identifier that links lending/borrowing together, wishes there were more ability to crosswalk reports

    • May be a limitation of Oracle, not Alma. Would be good to know how the data was mapped to better understand

    • Kevin—is there a document that has a workflow of crosswalk data?

    • What workflows have been made more difficult in moving from III to Alma, if any?

Alma Permission Levels & Campus Documentation

o    Alma has broad levels, Kevin change their workflows to be more open and broad

  • Permission issues with student sometimes

  • Permissions—functional groups at Fresno, instead of one main administrator

  • Documentation of how things were done, as people leave CSUs, it makes it difficult to share information with others? Christine—documentation on what changes were made, when, and why. It is difficult to remember to document all of the changes, but they try

Open Forum Preparation

  • Kevin will send out the meeting invite for this to all CSUs.

  • Discussion categories.

    • Letters

      • Hold shelf letter from ILLiad adjusted

      • Insert surveys

  • Christine—highlights for previous releases

  • Jamie—Purging patrons

  • Open Discussion

Course Reserve Interviews

  • How to disseminate the information from the interviews?

  • Kelly Ann—notes; Kevin—has been recording them

  • Sharing raw data and highlights, examine if there are any analytics

  • Most people really want more robust course reserve analytics

  • Kevin wants—what do I have on reserve, and what’s the checkout data for it?

  • A better way to extend expiration dates (in bulk vs. individually)

  • Many people are looking for different ideas on how to reach out to their faculty

  • Mallory—fashion the data into a report that identifies strengths/weaknesses, etc. Mallory also volunteered to read through notes, help to develop a more refined report that can be shared widely

Mallory’s Update on Anonymization

  • No one has gotten back to her yet from the Chancellors office, no policy. We should move forward as we see fit, develop our own policy.

Next Meeting: 11/7/19 Open Forum