2022-03-28 Meeting notes

General Check-in

Preliminary Questions

5

Ernesto

Taking the Temperature Survey

Review General themes of Survey Results

30

All

Outcomes

Network workflows

Complete handoff items including UC-wide user blocks

Local campus workflows/deeper operational understanding

Standardize Library interface for users/Language

Collaboration/Communication

Monthly/Quarterly/forums meetings to show project progress/completion

Some issues, like course reserve searches in Primo, might be better understood in larger meetings where we can share ideas and workflows.

Unpacking of multiple workflows

Success Criteria

Streamlined/standard UC Processes, fewer issues/complaints

There are issues at a few different levels, most having to do with change and difference in capabilities.

Concerns

Alma Knowledge

Group productivity

It might be helpful to have a shared place to store training documents or workflows so that we can compare across campuses or discuss.

Complexity of workflows across campuses

Excited

Increasing user satisfaction, stimulating Alma knowledge while maximizing operational efficiency through collaboration across UC’s

This group is very excited to learn from each other.

Standardizing the User Experience

Brainstorm common language and other aspects that would be required to create a standardized UC Library experience (e.g. Patron vs User, customer?)

20

All

Workflows

Learn more about other campuses

UCSB’s network went down last month. They were circulating offline. Question came up around AFN items circulated offline.

It’s unclear how the offline fulfillment utility will resolve AFN items. It seems like it “should” handle these items just fine.

Standardizing “Claims Returned” item processes could be a future agenda item.

Wrap Up

Review actions and decisions

5

Parking Lot

Capture important topics for future discussion

5

NRLF is trying to solve an issue between Alma and Caia. There’s no workaround to handle these requests as they get stuck in the system.

There was a discussion from Phase 4 around Reading Rooms and how that functioned in Alma. One of the campuses (UCR?) might have put in an EXL request around this. This comes into play when there are library use only resource sharing items.

Update: NRLF issue temporarily solved. There are about 750 requests being supplied, this will take a while. One “contaminated” request stopped the others from moving forward. The root cause is unknown.

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