2018-02-02 Meeting notes

Owned by Chris Lee (Unlicensed)
Last updated: Apr 19, 2018 by Mallory DeBartolo (Unlicensed)

Date

Attendees

Discussion items

ItemWhoNotes
Brainstorm Open SessionAll
    • Statuses
    • Lost Items
    • Working with Circ on training CSU+
    • Recalls for Course Reserves
    • How do over-dues work?
Brainstorm Guide topics (1st draft posted by )
  • Contact Mallory if you cannot log into the ULMS site, make pages, etc.
    • Marketing CSU+ (Chris Lee (Unlicensed))
      • Ask on listservs, SLAC, etc.
      • Check in with fulfillment and discovery-related groups
      • Surveys and statistics
        • User group Analytics - if there are certain groups that are heavily using CSU+, why might they be using it at a higher rate? If there are users that don’t use it at all, why is that?
        • Link to survey in letters
    • Guide To Tricor Issues (Carolyn Chun (Unlicensed))
      • Talk to drivers about overly tight zip ties
      • Include contact info (who to call/e-mail when you’re experiencing problems)
      • How to submit a claim
      • Packaging/shipping best practices
    • Lost Loan Profiles (Astra Gleason (Unlicensed) working with Jamie Lamberti (Unlicensed))
    • Contacting other libraries (Stacy Caron (Unlicensed))
      • General messages? E-mail? Phone?
      • What kinds of best practices are we recommending?
    • Statuses (Mallory DeBartolo (Unlicensed))
      • When to check, what they mean, what they are
    • Cancellation letters (Mallory DeBartolo (Unlicensed) and Chris Lee (Unlicensed))
      • Sometimes the terminology used is confusing.
      • People receive cancellation notices saying the institution can’t find something when the reason for the cancellation is patron initiated.
      • What options to we have for customizing letters for CSU+ cancellations?
    • Whoops, I need help guide (Joseph Adkins (Unlicensed)):
      • I needed to ship multiple items and i didn’t
      • I need to receive an item that wasn’t shipped by the other library
      • The wrong barcode is attached to this request
      • I received an item without a barcode
    • Multiple volumes (Arturo Mendoza (Unlicensed))
      • Outline the general process for how you ship and receive multiple volumes
      • What happens with “accompanying items”?
Action Items CleanupChris Lee (Unlicensed) and Mallory DeBartolo (Unlicensed)Update and check off the action items on our committee webpage

Action items

  • Mallory DeBartolo (Unlicensed) will follow up centrally with Tricor issues that are being experienced at various campuses (no response to e-mails, seemingly random delivery schedule, no way to communicate holiday
  • Stacy Caron (Unlicensed) Contact list 
    • Department phone number, contact email, main contact name, phone, email
  • All - Create draft of guide/workflows by . 1-2 people will review each draft prior to the  meeting
  • Mallory DeBartolo (Unlicensed) and Chris Lee (Unlicensed) - schedule a meeting to clean up action items on the website and talk about the group’s strategic direction before next week’s meeting (on )

Deferred for next meeting

  • Review Goals. Pick some to hone in on. Expand the list if possible.
  • Strategic Group Talk
  • Planning the open meeting - new data and exactly what we will talk about
    • Policy follow up?
    • Training?
    • Guides we’re creating?