2024-03-27 RS OST meeting notes

Attendees

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

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 / any announcements?	1	Jason	KVV to take notes april 3 & 10
2	Adjust work plan for LUO group, TDRII, schedule C analytics	25	Jason	Work Plan: Resource Sharing		@Alison Ray (CDL) alison to move ‘done’ project to done section Work Plan: Resource Sharing @Alison Ray (CDL) rewrite p2p project as restarted with UCR, UCSD, UCSC
3	“TDRII” Small group to test next set of deliverables from ExL/OCLC integration https://docs.google.com/spreadsheets/d/1LTy8kowd89BH5AzWGByfge376jJYhR5zNAeMKumqh6s/edit#gid=0	5	Jason	to be in: UCB, UCI, UCLA, UCD point person: Kristen Van Vliet, coord with OCLC/ExL for when ready to test & then arrange test with small group on track
4	Library use only subgroup (with Fulfillment OST)	5	Jason	JCN presented volunteers to F OST: UCSB, UCB (if no F OST UCB), UCR (if no F OST UCR), Jon E at SRLF, Ellen D at NRLF Re RLF barcodes: suggestion for JCN to take to All Chairs for greater consideration looking for facilitator/scheduler: UCSB volunteers; JCN will update F OST chair
5	schedule c checkin		Alison	next step: Steve Burke to present his prototype on April 24th, RS OST to discuss next next steps after presentation		@Alison Ray (CDL) ask Steve to present his prototypes & findings on April 24th
6	revamping/restarting P2P project		Alison	small group: UCR, UCSD, UCSC (also on TRDII but interested in P2P: UCB, UCD, UCI)		small group to take a look at their configurations (get link for configurations) @Alison Ray (CDL) to get in touch via email mid april for next steps (P2P project, UCR, UCSC, UCSD)
7	Check practices for communication contacts. Library Fulfillment Directory WSILL policies directory?	10	Sabrina	put ILL contacts onto f ost’s directory? (one stop shop for contacts) directory used sporadically, some contacts were not correct for AFN transactions in some cases		Jason to email F OST about adding in ILL contacts [done]
8	Taylor and Francis notes in Alma side (in request transactions)			JCN shows UCD Alma, ‘records customization’, select ‘request note’ in ‘main column' (may need to resize screen or unselect other fields’; check which note field is selected) Could potentially export list to excel & then sort/search by request note
9	Wrap up / Review actions and decisions	5			APRIL 24th: save for AFN Analytics prototype from Steve Burke
10
11	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
12	Total	x/x