2022-04-11 Meeting notes

Attendees

Mark Marrow (UC Berkeley)
Antonio Navarro (UC Davis)
Lai Arakawa (UC Irvine)
Alicia Amador (UC Los Angeles) (Absent)
Joe Ameen (Note Taker) (UC Merced)
Sahra Klawitter (UC Riverside)
Ernesto Mendez, (UC San Diego)
Eric Peterson (UC San Francisco)
Phillipa Rosman (UC Santa Barbara)
Nicole Thomas (UC Santa Cruz)
Alison Ray (CDL)

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	General Check-in	Preliminary Questions	5	Ernesto/All		Group made the decision to record meetings.
2	Training Resources	Start Discussing, identifying, creating, and sharing Training Resources and documentation.	10	All	Training Documentation Hub: Training Documentation Hub There is a question around whether or not we’re creating training documentation or sharing information around workflows and configurations. If all of the campuses find themselves dealing with the same situation or need to harmonize around something, potentially reading rooms. This information might live in the Training Documentation Hub. Billing workflows can be shared in this Drive: https://drive.google.com/drive/u/0/folders/1W4_WCn3TL2TfKmgQcrWP5fyjxHbGl2vg How do we know when a user pays?! Not everyone has a payment system connected to ExL.		Members will prepare and share Billing workflows for discussion at the next meeting.
3	Action Item	User Blocks and AFN Requests	15	Ernesto/All	Goal is to disable AFN Requests when home campus has a block in place Testing in Sandbox Configuration work Submit Recommendation There are concerns with individuals being able to request and item, be notified that it’s ready for pickup, then not being able to check the item out because of a local block. UCI and UCR are meeting to do some testing on this. Sahra can bring back information from that testing.
4	Action Item	Network Users Sync Issues	15	All	There are issues with requests coming through with anomalous expiration dates. Some information in patron stub records is not updating as quickly as expected. There appear to be problems with creating accurate loan or renewals if NZ data isn’t syncing correctly.
5	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?)	10	All
6	Wrap Up	Review actions and decisions	5
7	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.		Add library use only items and relevant configurations to the agenda.
8		Total	x/x