2022-08-31 RS OST meeting notes

Attendees

@Patrick SHANNON (Unlicensed) , UC Berkeley
@Jason Newborn , UC Davis (vice chair)
@Linda Michelle Weinberger , UC Irvine
@Sandra Farfan-Gracia , UC Los Angeles
, @Demitra Borrero (Demitra Borrero), UC Merced
@Sabrina Simmons , UC Riverside
@Scott Hathaway , UC Santa Barbara
@Mallory DeBartolo (Unlicensed) , UC Santa Cruz, note taker
@Peter Devine , UC San Diego
@Ryan White , UC San Francisco
@Alison Ray (CDL) , California Digital Library (chair)
guests:
regrets:

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	record meeting	make sure Alison records meeting	1	Alison
2	OCLC ‘guest spot’ next meeting		20	OCLC	notes at: https://docs.google.com/document/d/1utdihCRnkXhY1V_7JME688XDJmW0KlAUyT2Td-yDHes/edit#heading=h.cybx89mhlfsv (UC Only)
3	discussion / follow ups for UC from OCLC guest spot		20	all	(test planning for when sandboxes are delivered?)		@Alison Ray (CDL) add to 9/7 meeting agenda: 2 tipasa sbs, how/who to test, test cases, list of stuff to config in alma. Sep 1, 2022
4	Update from RS Analytics PT	target delivery for Alma support of ucop schedule c Nov 1, 2022 (schedule c due to ucop dec 16, 2022)	5	SFG	Borrowing issues: Exl says that we can’t determine if a Borrowing request was filled based on Status. We see room to use Status and Lender to determine if a borrowing request was filled. Issue with identifying filled “Lending” requests: Our reports use “Linked from another institution” to differentiate AFN requests vs local requests. This field is tied to user accounts and the data is wiped when we anonymize (daily) rendering our reports not useful. There’s a work around for physical items: using “creator” because it incorporates institution symbols but won’t work for digitization because the creator will be the requestor’s email (also anonymized)
5	AFN items that are damaged by patrons		5	Mallory	returned AFN item with damage incurred by patron. Patron data is wiped so we have no way to assign this damage to the patron who checked the item out. Anyone have best practices? Davis trains students to bring damaged items to billing. Fulfillment group is working on some best practices for damaged materials.
6	Wrap up	Review actions and decisions	5
7	Bike Rack	Capture important topics for future discussion			‘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 is the “randomized” part of the rota building actually randomizing things? Jason has a hunch that within the geographical groups it’s creating them alphabetically. (discovered in reviewing schedule c report) RLF requests sticking at B/LA when RLF can’t fill, identify what’s happening, what could be done to ease this problem Sep 7, 2022 Should we have some kind of organized review of release notes that apply to resource sharing? (Mallory)
8		Total	x/x