2023-10-11 RS OST meeting notes

Attendees

@Jason Newborn , UC Davis (chair)
@Linda Michelle Weinberger , UC Irvine
@Amador, Alicia , UC Los Angeles
@Demitra Borrero , UC Merced
@Sabrina Simmons , UC Riverside
@Helena Gagnon , UC Santa Barbara
@Dawson Kelly (UCSC) , UC Santa Cruz
@Judea D'Arnaud , UC San Diego
@Ryan White , UC San Francisco
@Alison Ray (CDL) , California Digital Library
regrets: @Kristen Van Vliet , UC Berkeley (vice chair)
guests:

Zoom URL: https://ucdavis.zoom.us/j/97976196284?pwd=K3MrREN2NUlGZmhEaGpBMzRRWFJmQT09

	Topic / Desired Outcome	Time	Who	Notes	Decisions	Actions

	Topic / Desired Outcome	Time	Who	Notes	Decisions	Actions
1	make sure Jason records meeting	1	Jason
2	Strategy meeting continuation (work plan, priorities, etc.) Work plan Un-stall stalled projects! If you have other things to consider please try the new idea form https://docs.google.com/forms/d/e/1FAIpQLSer9HRMlxuy7Zz-fr0_FmlIwuECUhRZV4CdJRnZwBOPp6Nxqg/viewform	40	Jason & Alison	unstalled- Getting P2P to function: testers: Jason (UCD), Sabrina (UCR), Dawson (UCSC); Project lead - Alison (CDL) - next step: meeting with ExL (SB) to get partners to work RS Analytics, propose to recast to pressure ExL to create reports (from creating reports ourselves) - yes to start; Judea (UCSD); Alicia (UCLA); Demitra (UCM); kick off - Alison (CDL) New idea: RapidILL for UCs; added to work plan	recast RS Analytics to create specs for reports & pressure ExL to provide them	@Alison Ray (CDL) get P2P testers meeting with ExL (SB) Oct 16, 2023 @Alison Ray (CDL) kick off RS Analytics with UCSD, UCLA, UCM Oct 16, 2023
3	Requests ‘canceled by patron’ in Alma, but active in VDX		Demitra (UCM)	find ‘canceled by patron’ in Alma facet & then cancel in VDX by hand (if already shipped: ask patron if still want, or note to ‘send back’ if already shipped); potential option: disallow patrons to cancel requests (also not idea) ‘nice to have’ use case for Tipasa/Alma workflow: what happens when patron cancels Alma request after lender has shipped
4	Wrap up / Review actions and decisions	5				@Alison Ray (CDL) email RS OST about phys item issues (LMW planio ticket) Oct 13, 2023
5
6	Capture important topics for future discussion			items being kicked out to WorldshareILL at end of ROTA even though we have those items in our catalog (Demitra) [RS OST SC notes 5/1/23: hold for consideration post Tipasa implementation]: ‘pick up anywhere exceptions’: review shared messages, what would be next steps metrics on how often ‘pick up anywhere’ requests have to be changed to home campus (Jason) → may lead to: editing pu loc for this requests → may lead to: harmonizing bookbands
7	Total	x/x