2022-10-12 RS OST meeting notes

Attendees

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

	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	AFN requested items with multiple holds. (multiple patron requests on single item; may happen when item is ‘in transit’)	How should those be handled with respective campuses, so that patrons do not have a shortened loan period?	7ish	Sabrina	phase 4 related decision? “don’t allow holds except when item is ‘available’” → feasible?? UCD - different values of ‘recall’ (eg. ‘recall reserves’) could lender cancel recalls → lots of effort?; ‘undefined on workflow step’		Sabrina to hunt for documentation on how to prevent recalls on ‘in transit’ & share on list
3	Tipasa Timeline draft	Review over-arching Tipasa timeline; any other milestones needed?	13ish	Alison (for everyone)
4	Tipasa Communication plan	review plan; any gaps? any overlaps?	13ish	Alison (for everyone)		local comm. is under control (no need for list round up)
5	Questions for OCLC Office hours this Monday	Submit (or don’t) questions to OCLC for them to address on Monday	13ish	Alison & Tipasa Piloters (optional for M, SC, SF)	possible open questions LMW (UCI): Does Tipasa interact with Clio cloud (Clio ii) and are all features available if it does, or does Clio have to change something. LMW (UCI): Does Doc Del take holdings into account? ; OCLC was unsure about WCKB holding in this instance, does that need a definite answer? (UCB): Does OCLC have recommendations on setting up Tipasa/OCLC accounts for student employees? Are generic or group accounts possible or would we have to tie it directly to an individual student employee? (UCR): Could we have an API key for Tipasa to take in requests from Alma? (Tipasa as last resort; Alma needs Tiapsa API key)		Alison to send questions to OCLC Thursday Morning Plunk in any more questions you’d like to send (either in confl. or can send to listserv)
6
7	Wrap up	Review actions and decisions	5				next meeting: what needs do we have for tipasa patron interface ( Oct 26, 2022 ) Update on UC/OCLC API discussion
8	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 NRLF/SRLF rejected stuck at B/LA follow up: SH’s ‘guide’; test with what B/LA see; more escalation with ExL (scott, Mallory, Jason, patrick) ExL’s solicitation to “contribute to the Resource Sharing Directory”. Kind of a huge thing that we should think about? (Mallory)
9		Total	x/x