ULMS Resource Sharing : 2018-02-02 Meeting notes
Created by Chris Lee (Unlicensed) , last modified by Mallory DeBartolo (Unlicensed) on Apr 19, 2018
Date 02 Feb 2018
Attendees Discussion items Item Who Notes Brainstorm Open Session All Statuses Lost Items Working with Circ on training CSU+ Recalls for Course Reserves How do over-dues work? Brainstorm Guide topics (1st draft posted by 23 Feb 2018 ) Contact Mallory if you cannot log into the ULMS site, make pages, etc. Marketing CSU+ (Chris Lee (Unlicensed) ) Ask on listservs, SLAC, etc. Check in with fulfillment and discovery-related groups Surveys and statistics User group Analytics - if there are certain groups that are heavily using CSU+, why might they be using it at a higher rate? If there are users that don’t use it at all, why is that? Link to survey in letters Guide To Tricor Issues (Carolyn Chun (Unlicensed) ) Talk to drivers about overly tight zip ties Include contact info (who to call/e-mail when you’re experiencing problems) How to submit a claim Packaging/shipping best practices Lost Loan Profiles (Astra Gleason (Unlicensed) working with Jamie Lamberti (Unlicensed) ) Contacting other libraries (Stacy Caron (Unlicensed) ) General messages? E-mail? Phone? What kinds of best practices are we recommending? Statuses (Mallory DeBartolo (Unlicensed) ) When to check, what they mean, what they are Cancellation letters (Mallory DeBartolo (Unlicensed) and Chris Lee (Unlicensed) ) Sometimes the terminology used is confusing. People receive cancellation notices saying the institution can’t find something when the reason for the cancellation is patron initiated. What options to we have for customizing letters for CSU+ cancellations? Whoops, I need help guide (Joseph Adkins (Unlicensed) ): I needed to ship multiple items and i didn’t I need to receive an item that wasn’t shipped by the other library The wrong barcode is attached to this request I received an item without a barcode Multiple volumes (Arturo Mendoza (Unlicensed) ) Outline the general process for how you ship and receive multiple volumes What happens with “accompanying items”? Action Items Cleanup Chris Lee (Unlicensed) and Mallory DeBartolo (Unlicensed) Update and check off the action items on our committee webpage
Action items Mallory DeBartolo (Unlicensed) will follow up centrally with Tricor issues that are being experienced at various campuses (no response to e-mails, seemingly random delivery schedule, no way to communicate holiday Stacy Caron (Unlicensed) Contact list Department phone number, contact email, main contact name, phone, email All - Create draft of guide/workflows by 23 Feb 2018 . 1-2 people will review each draft prior to the 02 Mar 2018 meeting Mallory DeBartolo (Unlicensed) and Chris Lee (Unlicensed) - schedule a meeting to clean up action items on the website and talk about the group’s strategic direction before next week’s meeting (on 09 Feb 2018 )Deferred for next meeting Review Goals . Pick some to hone in on. Expand the list if possible. Strategic Group Talk Planning the open meeting - new data and exactly what we will talk about Policy follow up? Training? Guides we’re creating?