2022-11-16 Circulation meeting notes

 Date

Nov 16, 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

  • Paging Priority setting discussion/decision

    • MLN2 system does not run Bib paging slips. Everything gets converted to a item level hold

    • @Brandon Cole research settings to determine process of hold conversion to item level

  • Shelf code and site code formats

    • Any pain points with this structure?

      • Longmont request

        • Would be nice if they were all either children’s or junior

        • Determine sort functionality for the paging slips

  • Statistical Groups

    • Does everyone know their functionality?

    • Any pain points?

      • Superior location

        • Don’t have individual stats for this location

    • Does everyone have all the stat groups they need?

  • Notices

    • What is already in place?

    • Any pain points?

      • Sites see everyone’s notices

      • Preference to remove the notice jobs that are run for all and instead move to individulized notices

    • Idea

      • Patron expiration notices

        • Example

        • Each site will reach out to Brandon to let him know if they want to opt into these notices.

        • Plan would be to have them set up by January 1 for the sites that want to opt in

Moved to next meeting

  • Shoutbomb

    • SMS and Voice notices

    • Any pain points?

    • Idea

      • Patron notice preference for both SMS and Voice

  • Staff User accounts, User group pools

    • What is already in place?

    • Any pain points?

Next Meeting

All

  • November 30th at 1 pm

 Action items

@Brandon Cole Research settings to determine the process used for hold conversion to item-level holds
@Brandon Cole Create task to work on partitioning notices so each library only sees their own notices
@Brandon Cole Create task to determine sort functionality for Longmont notices for childrens’s and junior

 Decisions

  1. Next meeting scheduled for November 30th at 1 PM