Location: Board & Comms : I-Share Users' Group : I-Share Resource Sharing Team : I-RES: Minutes : IRES: Minutes 052107
I-Share Resource Sharing Team Minutes

5/21/07

Present: Lynn Bierma,  Claudia Davidage, Peggy Glatthaar, Jenny Hansen-Peterson Kathy Roegge, Deborah Stevenson Pat Woodworth

Guest:    Candace Walter (SIUE)

Absent: Susie Duncan, Lorna Engels, Mel Farrell, Sherry Gogo-Madsen

Lynn called the meeting to order at 2:30 pm

Minutes from 3/5/07 were approved.

Old Business

  • Circulation Fill Request Work Flow Document – Mel took over this assignment. Not sure if this is needed. Mel will look at it again and decide if it needs to be revised and included in documentation.

New Business

  •  IUG Report – Jenny
    • Last IUG meeting was 5/11/07 by conference call
    • Instruction survey went out
    • End User – All CARLI staff attended. Jenny and Deb Stevenson were also in attendance.
    • New – After Hours – CARLI staff will be paged if needed for help
    • After the CARLI survey was completed a letter went out to request people to participate in a Focus Group.
    • New libraries are beginning implementation. All will “Go Live” with their local catalog 6/5/07. UB will “Go Live” 7/1/07.
    • CARLI group is meeting with Ex Libris to discuss Catalog and UB issues.
    • IUG discussed re-doing the Forum Evaluations. Carlos Melian (Northeastern IL University) brought up points of change. Take out some un needed questions and add some questions. Add some base questions. Carlos is coming up with a draft and will present this to IUG.
    • Putting together a Task Force on Usability
    • New Books button available on the UC. Arranged by date range. Can customize this for the local catalog so you can sort for just new books.
    • More on End User – Ex Libris is committed to support Voyager and Aleph. To support Voyager through 7.0 and 8.0 (2009). Not a whole lot of  plans for UB enhancements. UB SIG Meeting group put together 3  questions for Ex Libris:
      • Patron service and staff productivity is dramatically compromised due to UB bugs. What plans do you have for Voyager development to address this issue?
      • Can Primo insure UB development on the “Back office” end?
      • Can Primo replace the Universal Catalog with the ability to continue to place UB requests?
    • Next IUG meeting 6/13/07 – Team chairs were invited for the year end Report.
  • CARLI Report – Lorna e-mailed a report.
    • Reminder that 6/30/2007 is the end of the term for those of you who are going off the team this year. Going off this year: Kathy Roegge, Peggy Glatthaar, and Claudia Davidage.  Lynn also pointed out that there will be a 2 year term opening to replace Andrea Morris.
    • New appointments will be made by IUG from the volunteer database. New terms will begin 7/1/07.
    • New libraries are still receiving training.
    • Circulation, Universal Borrowing and Web Voyage are up now, next will be Acq/Ser for new libraries.
    • Unavailable dates for Mel and Lorna were listed for scheduling the next meeting
  • Spring 07 Forum Evaluations
    • From the evaluations – unhappy with the Panel discussions – didn’t work out how the team planned.
    • Next Forum Ideas from the Evaluations
      • More Updates like the UB Updates – Peggy noted in regards to the UB Updates that she is till seeing Cluster Errors even when the item has not expired (Hold shelf)
      • Copy Right Issues
      • Lynn is sending to Thank Yous to the panelists and presenters.
    • Mentoring
      • Mentors/Mentees were not introduced prior to the Forum.
      • Some Mentors did not show up
      • Jenny will mention to IUG that Mentors/Mentees should be matched up prior to the Forum so they can e-mail or call to acquaint themselves with each other. Team agreed this is a great idea.
      • Jenny also informed the team that the Board approved that,starting 7/1/07, lunch will be provided at all Forums. This will help with time that participants can spend with their mentors instead of going off site for lunch.
    • Taping – CARLI taped the Forum. Not sure what will be done with that tape.
    • How many Forums should we host? Team agreed on 2. Fall and Spring as in previous years.
  • Problem Patron letters/recommendations regarding patron information – Claudia Davidage e-mail – Suspension of Patrons
    • Staff are having problems trying to obtain patron information from the patron’s home library.  Some libraries are not allowed to give out patron information that they need to recover their outstanding material.
    • Candace from SIUE has created a letter to send to institutions whose patrons owe long overdue material requesting payment from that  institution. This letter has not been sent out yet.
    • Team agreed this is a problem to be brought to the Resource Sharing Code Task force. Deb Stevenson is on that task force which has not met at this point.
    • Need for more diligence in suspending patrons when libraries ask.
    • Some libraries believe it is not their obligation to pay for items their patrons have that are long overdue. This is an issue to include in the rewriting of the Resource Sharing Code.
    • Kathy Roegge stated that she is on the task force that is currently re-writing the ILLINET ILL Code. This should be done next month. This will go to ILSDO for approval.
    • Team would like clarification of which code supersedes which.
    • Claudia will write up a recommendation regarding these issues for Jenny to take to IUG.
    • Team would like to see if reciprocal suspension of patrons can be mandated and this mandate included in the revised Resource Sharing Code.
  • Next meeting 6/14/07 2:30 – 3:30
  • Meeting adjourned 3:32
  • Post meeting – Lorna e-mailed all phone number for 6/14/07 meeting – 217-244-7532

Respectfully Submitted,
Deborah S. Stevenson

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