2023-1-30 Meeting notes

General Check-In

Preliminary Questions

5

All

Chair of F OST

Discuss Chair / Vice Chair

5

RA

• Ross will be serving as provisional Chair

• Once a new UCSD rep is identified, the team will move to vote to decide if Ross will complete the Chair term or if it will be another member. Also vice-chair TBD.

Work Plan: Hold Notice Text

Check Progress Made

5

All

https://drive.google.com/drive/folders/1e8YM_BntGXYbqRQ373l-pmnjKyN38Ofz

• Review Hold Notices : The Cohort will review the notices and generate consistent language for a cohesive customer experience.

• Some campuses still need to add their examples.

See more confusion in the renewal process.

URL for renewals in auto-generated letters? Add a blub if you’re not a user of that institution.

Gather copies of all letters, review for harmonization and/or consistency in language. Look into adding URL specific to lending institution for renewals.

Work Plan: AFN Consortial Blocks / Cash Limit Blocks

Review and provide feedback

10

All

• Fulfillment/Resource Sharing Consortia Block subgroup is asking for feedback on harmonized use of AFN blocks at the network level, with local decision on 04 and 05 block use. Yesterday the subgroup approved the plan to be shared to our OST for review and additional feedback.

• See also: email from Linda Michelle on 1/22

• Feedback deadline: 2/10

04 or 05 blocks will be determined by each institution.

What about documentation and expectations?

Analytics report on which patrons need a block/release?

Communication with other consortia (eluna)?

Feedback due on 2/10 via forwarded email from Linda Michelle.

Analytics configuration report

Come up with tables that would be our top priority for any change.

10

All

• Review this post and come up with the tables that would be your top priority for any change.

• Deadline: to develop master UC List at the 2/14 All-Chairs meeting.

Goal is for UC to drop a comment outlining the top priority for comments. We can spend some time at our next meeting discussing what we would like to see. Some ideas:

1. Fulfillment Unit Rules

2. TOU’s

3. Overdue & Lost Loan Profiles

4. Block Preferences

5. Request Pickup Config

Review link in “Notes” column for ExL IdeaExchange post, but think about the ability to run Analytics reports on Alma Configuration settings. Goal is to establish our “top list” for the All-Chairs group to review.

Disco OST “Filter by Availability” feedback

Determine thoughts, comments and/or outside perspectives to consider before finalizing decision.

10

All

• Discovery OST is finalizing a decision page for how campuses could/should implement of the Filter by Availability option for CDI. The decision is going to depend on each campus and their needs, so they are providing context about what to expect with each setting.

Mostly an FYI. May have more of an impact for Resource Sharing OST.

Review their decision page linked in the “Notes” column and provide outside thoughts/comments/perspective (if any).