2022-10-26 Circulation meeting notes

 Date

Oct 26, 2022

 Participants

  • @Brandon Cole

  •  

 Goals

  • Develop an understanding of current configuration table settings, pain points, suggestions

  • Everyone feels heard

  • Everyone approaches thinking about these parameters with how they apply to circulation

 Discussion topics

Item

Presenter

Notes

Item

Presenter

Notes

Meeting goals and expectations

@Brandon Cole

  • Work through Sierra configuration areas to determine the following;

    • What is currently in place

    • Any changes desired by libraries

    • Any suggestions I have

  • Round table participation

  • Make no assumptions

  • Mindset of circulation rather than cataloging

Configuration Areas

@Brandon Cole

  • Itypes/Icodes

    • How are I-types currently used?

      • Shared or individual?

        • A combination of both. Some i-types are shared and some are more site specfic

        • Site specific have site codes at the beginning

      • Complex or Simple (book is a book)

        • Mostly more simple (book is a book)

        • Might use location codes to help facilitate different loan rules for new books versus lucky day

      • Material type or length?

        • Combination of material type and checkout length

        • Add more recently due to increased table limits

    • Are any icode fields used?

      • Suppression, weeding

      • Boulder icode1 for new materials and spine sticker

    • Impacts on stats gathering?

      • Web management reports

        • Location code

    • Any pain points in current structure?

      • Lisa Merly mentioned workarounds often

        • Checkouts versus renewals

      • Tim mentioned a feeling of there seems like there is a better way for stats

      • Complication of loan rules and determining them

      • Sleuthing of problems is highly complex

  • Ptypes/Pcodes

    • How are p-types used?

      • Individual (confirm)

        • Confirmed

      • Complexity versus Simplicity

        • Residency designation

        • Age designation

        • Loan rule designation

    • Are any pcodes used?

      • Pcode1 Residency

      • Pcode2 unused

      • Pcode3 is birth year

    • Impacts on stats gathering

      • Ptypes mostly for stats and municiple type reporting

    • Any pain points in current structure?

      • Broomfield would like to clean theirs up

  • Branches and Pickup locations

    • How many pickup locations per site?

      • Boulder has 4 (main)

      • Louisville has 2 (3 in the system)

      • Broomfield has 1

      • Longmont 1

      • Loveland is 1

      • Layfayette 1

    • Paging Priorities?

      • Pickup location gets paged first

      • @brandon will check on the paging priority setting

    • Agency codes used?

      • Yes

    • Any pain points in current structure?

      • Louisville pain point/unable to place prospector holds for pickup at Superior

    • Idea

      • Transit slips from courier codes

Topic below for next meeting

  • Shelf code and site code formats

    • Any pain points in current structure?

Next Meeting

All

  • November 16th at 1pm

 Action items

@Brandon Cole Check out the settings in the paging priority table
@Brandon Cole Create and send out agenda for next meeting by November 9th
@Brandon Cole Send out a calendar invite for the next meeting before October 28th

 Decisions

  1. Next meeting will be on November 16th at 1pm