2020-01-09 Meeting notes

Owned by Joseph Adkins (Unlicensed)
Last updated: May 27, 2020
3 min read

Date

Jan 9, 2020

Participants

  • @Meghann Brenneman (Unlicensed) @Mallory DeBartolo (Unlicensed) @Karla Salinas (Unlicensed) @Darnesa Morris (Unlicensed) @Natalya Magazino (Unlicensed) @Joe Gerdeman (Unlicensed)

  • Absent =

  • Scribe = @Joseph Adkins (Unlicensed)

Goals

  • Ex Libris Support Case Updates: Mallory has some updates

  • Release Testing: 1. Our feedback on Conditionals functionality was acted upon and supposedly addressed by a new release. We need to retest Conditionals and make a recommendation on using them or not. 2. We previously tested the “Reactivate Request” functionality. We kind of saw it as not very useful, but Astra needed to duplicate a request for SF State and Joe A told her about “Reactivate” and she used it and thought it was great. We should retest, document and make a recommendation to use this instead of duplicate. 3. Has there been any news on Request Rollback functionality? Any other new release tech that we should investigate?

  • ILLiad Items Display in Primo Account: Before break Darnesa and Joe A Slacked about this tech. Joe A thought maybe this would be a good solution for NCIP due date problem--just do ILLiad WebCirc and don’t use borrowing NCIP (or don’t check out in Alma). We can talk about this more in depth.

  • Random Regional Rotas: Joe A told Natalya about this idea some months ago and forgot about it, but Natalya really likes the idea so we will have more discussion.

  • Confluence re-org: Brandon reorganized all Confluence spaces. Lets talk about this and also moving forward with further modifications (place for I-SPIE TV links, etc).

  • Recap of any old business: If any old things have had action taken on them lets hear about it now.

Discussion topics

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

2:00

Ex Libris Case Updates

Mallory

  • When requester canceled after book was shipped by lender it causes problems for analytics and other things. Other things are that there is no record of the cancellations when this happens other than the pop-up. The analytics problem is being worked on and will be fixed. The other thing is part of an enhancement on the road map.

  • Sandbox- One big problem with the Sandbox in the past was that Partners weren’t being distributed correctly. This has been fixed in the January release. We can move forward with trying to get a Sandbox working for Resource Sharing testing.

2:12

Release testing

Joe & Mallory

Conditionals testing should be tested. Group is Joe G., Darnesa, Meghann, and Joe A. WE will organize an expedition and do both Conditionals and Reactivate Request testing. API ILLiad thing tested by San Marcos- it works really well. A lot simpler than the email export thing.

2:20

ILLiad items in Primo account

Joe

This may be a way to get away from NCIP ILLiad due date problem. Humboldt is going to set this up and Meghann will show us all about it later.

2:30

Random Regional Rotas

Joe and Natalya

There is a way to set up 2 rotas, each based on region and randomized. Basically there would be a North Rota which would be the first tier for all Northern California CSUs and a South Rota which would be the first tier for all Southern California libraries. This could improve turn around time. Natalya and Joe A will test this out. So will Joe G and Meghann. It will be continuously monitored. If results are good we take it to COLD.

2:55

Confluence redesign

Joe

Task force for Release Testing - put that on Confluence. Link to Unity Issue report can go in Links, etc. Put links back to ULMS Main page in our space, such as policies.

3:10

Recap of UC Reciprocal Idea

Natalya

  • Query for ILLiad was developed, but the idea is now to just call the UCs in question to take temperature on who they charge, don’t charge and why and then take things from there.

  • Null title CSU+ requests thing - Natalya doesn’t like the null title things because now these requests are ending up in her ILLiad. This has to do with reserves and is a confusing topic. Joe A will bring up to steering committee to solicit ideas from other areas. Case#s 00626917 & 00517656 deal with this issue but nothing was really solved.

Action items

@Joseph Adkins (Unlicensed) bring the Null Title problem up to Steering Committee again. See if they have any ideas.
@Joseph Adkins (Unlicensed)@Joe Gerdeman (Unlicensed)@Natalya Magazino (Unlicensed)@Meghann Brenneman (Unlicensed) set a date to start the Random Regional Rotas pilot test.
@Joseph Adkins (Unlicensed)@Joe Gerdeman (Unlicensed)@Darnesa Morris (Unlicensed)@Meghann Brenneman (Unlicensed) testing of Conditionals and Reactivate Request functionality - document processes and produce recommendations.
@Meghann Brenneman (Unlicensed) document and report back on the ILLiad items in Primo Account thing that Humboldt is doing.

Decisions