Attendees
Mark Marrow (UC Berkeley)
Antonio Navarro (UC Davis)
Lai Arakawa (UC Irvine)
Sandra Farfan-Gracia (UC Los Angeles)
Ross Anastos (UC Merced)
Sahra Klawitter (UC Riverside)
Michelle Vogelsang, (UC San Diego)
Eric Peterson (UC San Francisco)
Marti Kallal (UC Santa Barbara)
Nicole Thomas (UC Santa Cruz)
Alison Ray (CDL)
Item | Desired Outcome | Time | Who | Notes | Decisions/notes | Actions | |
|---|---|---|---|---|---|---|---|
| 1 | General Check-In | 5 | All | ||||
| 2 | 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. |
| 3 | Paypal/Consortial payment discussion | Discuss PayPal and/or consortia payments for next meeting. (maybe Google?) | |||||
| 4 | UCD Role "problem” | Greg at UCD noticed newly registered users were being automatically assigned a “package” of role assignments (including general system administrator!). | |||||
| 5 | Fulfillment Work Plan | ||||||
| 6 | Wrap up/Topics for next time | 5 | All |