2025-02-24 Meeting Notes

General Check-In

• discuss Alma release notes (if any)

• discuss anything relevant from All-Chairs

5

All

• Meeting notes from ALL CHAIRS:

Meeting was canceled

• Options to Share Operator Name Across the Fulfillment Network- Will RS OST make decision to opt in?

Operator roles  (more discussion needed):

1. Have campus reach out to main contact email, then they can investigate further. Do not reach out directly to operator.

2. Never share names or operator info to patrons

3. Campuses can opt in at this point

4. Should we harmonize our approach?

5. Does F-OST have the ability to draft guidance on communication within the AFN. Should we draft guidance on how to communicate to other campuses when investigating an AFN issue.

Damaged AFN item form/process

5

Sandra

Damaged Item form & process

Next Step:

• Ross and Sandra working on sending email to Operations team

• No update

Next Step:

AFN Billing Practices

5

Everyone

AFN Billing Practices

Let’s look at doc together to decide next steps

• For each campus Billing contact page, have all contact info and billing pages linked so users can find out how to pay their bills. 

• Review all letters and discuss potential to make similar wording choices across our letters.

Next steps:

Manage Patron Services New UI

Will keep this agenda item until end of May

November 2024 Feature Sneak Preview

• Mandatory in May Managing Patron Services at a Circulation Desk

New Patron UI 

• Seems to be slower (all).

• Scan in issues, not returning in patron accounts (UCB)

Non-Alma Billing Practices

• Subgroup for Non-Alma discussion with RS: volunteers are Mark, Sahra, and Sandra

5

Sandra

Next steps:

• InvitedRLFs representatives to talk about how this affect them

• Will meet again March 3rd

SILS/UC-wide "support sessions"

5

All

The new All Titles Search UX will be opt-in by default with the February release. Is there any interest of initiating a series of SILS/UC-wide "support sessions" for these major feature releases?

All Titles Search UX

• UCB has noticed some issues and forwarded to ExLibris

Walk-Ons

• Ingred: UC Irvine and Merced - occasional issue with direct checkouts by these users at UCSD. Stub record does not work because there is no expiration or purge date in their records.

  • Sahra: Solution is to enter an arbitrary date (one year later) and proceed with checkout. 

• Ross: how are we determining expiration and purge dates when they’re imported into Alma?

• UCB: purge is set one year beyond expiration date.

  • UCB does not automatically purge, does manually at end of June for all inactive accounts 2+years after their expiration.

Wrap up/Topics for next time

5

All

parking lot:

• Ongoing letter maintenance. Is there value in doing ongoing maintenance of letters; maybe quarterly? Make sure that each campus is sending consistent messaging. Related to the text that we word-smithed in the line above. 3/11 - Will leave on agenda for a few meeting cycles and revisit after decision page for On Hold Shelf letter is finalized.

For future discussion:

• Each campus should share what we use for ID cards: Mag Swipe, Barcode, RFID, Mobile ID, etc. Discuss how we can provide better service to users who borrow materials outside of their home campus. Potential mix of staff training and user education?