2018-03-02 Meeting notes

Date

09 Feb 2018

Attendees

Discussion items

Item	Who	Notes
Planning the open meeting - Who will talk about what?	Mallory DeBartolo (Unlicensed) Chris Lee (Unlicensed) Joseph Adkins (Unlicensed) Astra Gleason (Unlicensed)	Here’s what we’ve been up to (Mallory) Fine tuning configurations and procedures to make Alma resource sharing behave as expected. Still very much a work in progress. Gone over policies - where do those stand? What’s the status? Answering questions on slack Creating guides for new workflows - those are currently in draft form and requiring review Brief training: Statuses/when to check them/what to do with them (Joseph Adkins (Unlicensed)) General Messages - use these to communicate (Astra Gleason (Unlicensed) and Chris Lee (Unlicensed)) What roles are needed for GMs to pop up as a task? Add widget for task list and/or access through clipboard icon (Chris Lee (Unlicensed))
Interested in learning more about the patron experience when requesting items through CSU+	Arturo Mendoza (Unlicensed) Astra Gleason (Unlicensed)	For example: All the various cancellation notices are confusing, particularly when the item is cancelled in Alma and then ordered via ILL. How can we obtain additional feedback from patrons that would help improve the CSU+ experience? Have a dialogue with service point/circ desk/research assistant staff In the future it would be cool to do an assessment of CSU+ services - put flags in all CSU+ loans to solicit feedback/opinions Talk to the Fulfillment group in the 3/16 meeting about this Sac State is doing some usability studies including CSU+. Astra will report back when they have results.
Duplicate requests	Arturo Mendoza (Unlicensed) Joseph Adkins (Unlicensed)	Competing systems cause people to request an item via two separate places because sometimes people order whatever’s easiest to click What are the reasons for the duplicate requests occuring? Do patrons place a request and think they didn’t do it successfully? Needs additional investigation to figure out the scope of the problem - why are duplicate requests being placed? Is it a systems-related issue? Is it confusing text on the website? Is it the device used to place the request?
Analytics	Mallory DeBartolo (Unlicensed)	How can we distribute information about creating analytics reports? Webinar would be good. Posting instructions about how to use analytics Option to email out the systemwide reports on a regular basis. Stacy Caron (Unlicensed) and Carolyn Chun (Unlicensed) will work on creating more comprehensive instructions re: how to create your own analytics report and how to access the canned consortia reports

Action items

Mallory DeBartolo (Unlicensed) will figure out role requirements for GMs and inform Astra and Chris so they can make sure to have it set up pre-meeting.
Chris Lee (Unlicensed) will follow up to see how to add the task list widget (see online help here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/The_Alma_User_Interface#Managing_Widgets)
Chris Lee (Unlicensed), Astra Gleason (Unlicensed) Practice runs with speakers
Arturo Mendoza (Unlicensed) and Joseph Adkins (Unlicensed) will begin to look for patterns of duplicate requests and follow up with patrons to see why they placed a duplicate request. Will report back at the 3/23 RSFC meeting or report back via email
Stacy Caron (Unlicensed) and Carolyn Chun (Unlicensed) will report back at the 3/23 RSFC meeting on their progress with analytics training materials
Add talking about the user experience with CSU+ to the FFC/RSFC agenda on 3/16