2022-04-27 meeting notes

record meeting

make sure Alison records meeting

1

Alison

User blocks on consortial level

Joint project team with Fulfillment. survey of who’s interested & available?

Fulfillment OST 4-25-2022 Meeting notes;

2022-04-25 Meeting notes

Google Drive Testing meeting recordings:

https://drive.google.com/drive/folders/1c8-PK6XAzCd4nKPbvHlzZHKQpw2dmNKu

7

Linda Michelle

small smattering of people looking into how consortial blox would/could work: BUT found that blox don’t work as we need (at checkout time, but not blocked for requesting AFN)

less than ideal for UC: AFN items arrive but patron can’t check out item when it arrives.

goal for subteam (cross btwn F & RS OST, coleads: Linda Michelle & Sahra): how to get consortial blox better, at earlier point in process

subteam would do research & make rec, then whole OSTs would consult and/or vote

need 1-2 volunteers from RS OST

• Sabrina

• Demitra

• Patrick

• (Alison)

Those volunteering for subteam, review the previous notes (link on agenda)

Identify priority of specific reports

Goal #1: Recreate “Schedule C” statistics

Goal #2: Make a copy of ILL reports in Alma. Question: Who uses the ILL reports in Alma? (which ILL reports are most crucial for first phase)

15

RS Analytics Sub-sub-team

from ILL reports, “schedule C Workbook”;

PHASE ONE:

Monthly stats (feed into schedule C): counts of borrowing fills & lending fills

THEN: create an “Alma Data Schedule C” report to support creating schedule C (annual stats coming up)

Resource Sharing Alma Analytics Project Timeline

Dependent on UCOP stats deadline- as of April 6th there is no official deadline

Five months for Phase One (October 31st).

Next steps:

action plan to create reports

thinking about how to share templates (for later)

Alma Master Class (by ExL)

Alma Analytics Subject Areas (ExL Documentation)

Go for ‘too many’ params than too few

Make SF cases to ExL if need help!

try out creating the reports & then share back with group

Wrap up

Review actions and decisions

5

Parking Lot

Capture important topics for future discussion

Next Tipasa Two-wednesday discussion: think about what a meeting with OCLC might look like. What would be included in that meeting agenda? May 11, 2022

‘pu anywhere exceptions’: review shared messages, what would be next steps
metrics on how often ‘pu anywhere’ requests have to be changed to home campus (Jason) → may lead to: editing pu loc for this requests → may lead to: harmonizing bookbands

Adding UCs into the automatic rota in WSILL - what do we think of this? Is it helpful in filling requests that fall out of the AFN? (Mallory)
(join in same meeting)
ILL requests from other UCs - Sending them as AFN instead of an ILL request. Proposed workflow: Send a conditional to close the ILL request to the UC that is requesting, and then place a hold for the patron as an AFN. (Sabrina)

Why do some digitization requests go to the “Digitization Dept for Institution” queue? It means they can’t get filled in Alma and then get kicked out to VDX - see 4/6/22 meeting notes for more info. (Scott)

AFN Courtesy Notices (may relate to ‘haromization of notices’ in work plan) from the other campuses give links to renew items that are for their own campus and not the actual patron’s campus. This is not helpful to the patron. Is there a better harmonized language we should use instead directing them to their own UC Search account? Or different links? (Peter) May 4, 2022

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