2023-02-27 Meeting notes

General Check-In

5

All

Interim Vice-Chair

Discuss selection of interim vice-chair

5-10?

All

Having an interim vice-chair would help take relieve some pressure and give better support to our OST. To be honest I’m not sure of the process and if DOC needs to be involved, or if we just vote & notify. Let’s discuss!

UCSD is doing interviews this week and next week for a replacement. Permanent member will be added to the group “soon”.

Once UCSD’s new member is established on the group, we’ll go through the process to determine the chair, then determine the vice-chair.

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.

Is this something we need to pursue? Maybe we can spend a few moments redefining our goal(s)?

Originated during a time of “contactless pickup”. We want to make sure we pull that messaging out.

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 consistency in language. Look into adding URL specific to lending institution for renewals. UCSC configured the letter so the URL only displays for local users.

We have a standard in place for hold notices. Just want to make sure each campus meets that standard. The Google Drive folder has examples from each campus so we can compare without having to go into XSL.

Moving forward I’ll remove this from the agenda but if anyone wants to revisit, we can treat it as topical for a specific meeting.

External Patron request for AFN pickup at another campus

10-20?

Mark/all

• It was noticed at UCB/NRLF that external patrons could set the pick up location to be any campus systemwide by any patron group.

• Has anyone else seen this?

Is this related to AFN users being able to place a hold on an item and set the pickup as another campus?

A UCM alum set an NRLF item to be picked up at UCSC.

If you have access to Fulfillment TOU’s check what your users are able to do for the request action. Check “requestable” and “pickup location”

Testing on user groups for what actions can be preformed. Can you request an item to be picked up at a different campus?

• UC Merced did testing: community members can’t request items, but also don’t even have a log-in for Primo. Other user groups are able to request for pickup at other campuses but that was intended.

Resolved at UCB! The change was (quietly) set by ExL for network users to be able to send items to other campuses. Applied to every user group unless you specified a TOU that dictates otherwise. Didn’t realize that community members could send items to other campuses.

Bursar integration/export

Investigate/inquire how UCSC & UCD export fees to bursar

20?

Sahra/Antonio?/Nicole?

Follow up on the UC Consortial Block Decision for 04/05 blocks.

UCSC & UCD export fees to bursar, causing balances to zero out. is there a way to generate a report that is not tied to fine/fee balances? The goal is for Libraries to have local control over 04 or 05 blocks and if something is kicked out to the bursar’s office, it adds another layer of complexity and time) into the process.

At UCSC the process is manual and is done weekly. Once it’s sent, a staff member goes into Alma and manually waives the fines/fees. Feels tedious. Usually has to go into “lost” status before sending - depends on item.

UCD, export is a scheduled daily job. When we credit back onto people’s accounts it’s manual. Has to go into “lost” status before being sent. Uses banner reports to generate and remove blocks.

Once sent to bursar, the Library takes a bath on the item and the patron can continue to check out items (and make AFN requests). Unless another block is placed.

UCB doesn’t deal with the bursar (and hasn't for years). Takes payment directly via PayPal - took 3 years to get it set up. UCR also accepts PayPal.

UCSC will inquire about what happens on the AFN if a patron is blocked (or unblocked but still has business with the bursar).

UCD will inquire about what happens when fines are paid and how that interacts with blocks.

Wrap up/Topics for next time

5

All

• Adding agenda item to discuss PayPal and/or consortia payments for next meeting. (maybe Google?)

• Greg at UCD noticed newly registered users were being automatically assigned a “package” of role assignments (including general system administrator!).