2017-10-24 Open forum

Date

Meeting recording

https://drive.google.com/file/d/1ch11jRsjP975XiyXCjJn8r587U7zSX0f/view?usp=sharing

Discussion items

ItemWhoNotes
Sound check
  • The group was encouraged to test their audio as well as microphones due to audio issues that we had during the last Open Meeting (some reported that they couldn't un-mute themselves at the Open Meeting in September).
  • Reminder:  You need to un-mute yourself on your phone as well as on zoom.
Update on group format
  •  At every Open Meeting there will be a 10-15 minute training session.
    • Topics will be sent out far in advance and we encourage questions to be sent out in advance to tailor the training sessions to your needs (the more questions/real life scenarios the better!).
  • We want to encourage everyone to send us training topics and the group will add them to the list of future Open Meetings.
  • We will try to vary the Open Meeting dates/time so everyone will be willing to attend (or as many people as possible).  
Training – Terms of Use
  • Troy Compton (Unlicensed) gave a great session on troubleshooting the Terms of Use (TOUs).
  • Reminder the the new UI will be default for all of us in December of this year.
  • Fulfillment Configuration Utility is a great place to start when troubleshooting the TOUs.   
    • This will give you the Fulfillment Unit name and the Fulfillment Unit rule and the actual TOU.
    • If you scroll down you can also see the details of that particular TOU.
    • To use the Fulfillment Configuration Utility you need the patron information as well as the barcode of the item.
  • In the new UI to look up configurations you can use the filter list (search) if you are unsure where your configuration is located.
  • Troy Compton (Unlicensed) showed the group how to add a TOU in the new UI and he went over adding a policy type in the TOU.
  • Please watch the recording from 4:27 until 18:40 for details.
Tutorial on TOUs/Course Reserves
Update on group's progress
  • Christine Evans (Unlicensed) showed the ULMS confluence site and showed the group the Coordinating Committee page as well as the Fulfillment Group page.
    • The Coordinate Committee group has update on all functional areas.
    • The Fulfillment Group page has Open Meeting recording and notes as well as minutes/agenda items for the committee meetings.
  • The group is working on developing workflows for day to day activities.  The group is currently brainstorming ideas.
  • We have also reached out to the Analyics group.
    • We plan on having a general tutorial done by the Analytics group as well as showing us common reports.
    • Please send ideas for additional tutorials for the Analytics group if you have any ideas.
Mallory & Sarina's SessionMallory DeBartolo (Unlicensed)
Questions/concerns/issues
  • Multiple questions were discussed including:
    • Questions about widgets on the Alma homepage.  This will be turned into a future training session at an Open Meeting.
    • New UI.  It will be turned on in December for everyone.
    • Walkin patron.  This will be turned into a future training session.