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Attendees

  • Mark Marrow (UC Berkeley)

  • Antonio Navarro (UC Davis)

  • Lai Arakawa (UC Irvine)

  • Sandra Farfan-Gracia (UC Los Angeles)

  • Ross Anastos (UC Merced)

  • Sahra Klawitter (UC Riverside)

  • Michelle Vogelsang,  (UC San Diego)

  • Eric Peterson (UC San Francisco)

  • Marti Kallal (UC Santa Barbara)

  • Nicole Thomas (UC Santa Cruz)

  • Alison Ray (CDL)

Item

Desired Outcome

Time

Who

Notes

Decisions/notes

Actions

1

General Check-In

5

All

2

Interim Vice-Chair

Discuss selection of interim vice-chair

5-10?

All

Having an interim vice-chair would help take relieve some pressure and give better support to our OST. To be honest I’m not sure of the process and if DOC needs to be involved, or if we just vote & notify. Let’s discuss!

3

Work Plan: Hold Notice Text

Check Progress Made

5

All

https://drive.google.com/drive/folders/1e8YM_BntGXYbqRQ373l-pmnjKyN38Ofz

  • Review Hold Notices : The Cohort will review the notices and generate consistent language for a cohesive customer experience.

  • Some campuses still need to add their examples.

Is this something we need to pursue? Maybe we can spend a few moments redefining our goal(s)?

See more confusion in the renewal process.

URL for renewals in auto-generated letters? Add a blub if you’re not a user of that institution.

Gather copies of all letters, review for consistency in language. Look into adding URL specific to lending institution for renewals. UCSC configured the letter so the URL only displays for local users.

4

External Patron request for AFN pickup at another campus

10-20?

Mark/all

  • It was noticed at UCB/NRLF that external patrons could set the pick up location to be any campus systemwide by any patron group.

  • Has anyone else seen this?

Is this related to AFN users being able to place a hold on an item and set the pickup as another campus?

A UCM alum set an NRLF item to be picked up at UCSC.

If you have access to Fulfillment TOU’s check what your users are able to do for the request action. Check “requestable” and “pickup location”

Testing on user groups for what actions can be preformed. Can you request an item to be picked up at a different campus?

  • UC Merced did testing: community members can’t request items, but also don’t even have a log-in for Primo. Other user groups are able to request for pickup at other campuses but that was intended.

5

Bursar integration/export

Investigate/inquire how UCSC & UCD export fees to bursar

20?

Sahra/Antonio?/Nicole?

Follow up on the UC Consortial Block Decision for 04/05 blocks.

UCSC & UCD export fees to bursar, causing balances to zero out. is there a way to generate a report that is not tied to fine/fee balances? The goal is for Libraries to have local control over 04 or 05 blocks and if something is kicked out to the bursar’s office, it adds another layer of complexity and time) into the process.

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