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10/18/06
Present: Lynn Bierma, Claudia Davidage, Peggy Glatthaar, Sherry Gogo-Madsen, Kathleen Roegge, Kathy Rogers, Deborah Stevenson, Pat Woodworth, Jennifer Hansen-Peterson, Mel Farrell and Lorna Engels
Guests: John Matthews and Hope Myers (sp?)
Absent: Andrea Morris
Lynn called the meeting to order at 1:30 pm.
- Minutes from the 9/19/06 Meeting were approved. Mel will post.
- Odyssey Discussion
- Lynn had sent an e-mail to the group with her experience in downloading Odyssey as a standalone product.
- Observing the listservs it seems that Odyssey standalone has some problems with use. No support.
- How should our team proceed with the discovery process so we can report back to the Vetting committee?
- Need to contact both standalone users as well as ILLiad/Odyssey users
- Look at listservs to find Odyssey users to poll
- Look at other products and their compatibility with Odyssey – Clio is one
- Sherry will contact her Clio rep
- Poll local ILLiad libraries with Vetting committee’s questions
- Vetting committee questions
- What is the maintenance and support of the standalone Odyssey
- Level of support to expect from CARLI
- Make Odyssey a consortium requirement?
- Problems and benefits of Odyssey as a requirement
- What are the differences between Odyssey and Ariel
- Implications of using Ariel and Odyssey
- Statistics?
- Need to report to Vetting committee by January
- Mel suggested using Survey Monkey to present our questions
- Lynn will contact OHIOLink
- Questions will be formed and sent out to the team for suggestions and changes then sent to Mel to format in Survey Monkey
- End of November to have final queries finished
- Reports on Document Revisions
- Lynn – Placing Request in WebVoyage – Almost done and is sending her draft to Pat for review
- Claudia – Lost Item Procedures – Document done with just a few changes to be made. Keep current procedure of discharging Lost items but to add in a stronger notation that a NOTE stating the item is Lost is included when returning to owning library. Still seeing different ways of handling this situation. Use this as a recommendation. Item Billing Practices – quandary on how to handle this document. Parts are in other documents.
- Lorna & Mel – Mel – finished Dead Requests document with help from Gordon. Needs to talk with Casey about Barcode format for other document.
- Peggy – Recall document – taking out local work around and cheat sheet and keeping with the basic procedure
- Sherry – Request Processing while in Call Slip Daemon – had help from Kathy Kilian in streamlining this document. Mel reviewed and suggested some changes. Just waiting for 2 URLs to be added. Multiple volume requesting left out of the document since this is handled different ways by different institutions.
- Kathy R – Circulation and UB Borrowing FAQs – Lost functionality in the UB environment that this document is not doable. Mel will put together “What you can and can’t do” in the UB environment
- Deb – E-Reserves – E-Reserve delete reminders to add to Claudia’s document. Example of procedure for fixing (deleting and re-adding) E-Reserve items that lost their link in the 6.1 conversion.
- Pat – waiting to go over Lynn’s draft of Placing Requests in WebVoyage
- IUG Report – Jenny
- Jenny e-mailed the group the outline of the details of the last IUG meeting
- World Cat Delivery issue was discussed. Jenny presented the PowerPoint information from OCLC to the IUG. IUG decided that it doesn’t seem to be a large enough benefit to I-Share as a whole to make it worth the cost. Focus of I-Share is Universal Borrowing, which WorldCat delivery does not have any interaction with, IUG agreed that this wasn’t the best choice for the User’s group to make a push for. Worried about a monetary and political cost with Voyager if this is pursued. IUG stated that the Resource Sharing group is welcomed to make a proposal to the Vetting committee but it would have to be without the support of IUG. I-Share Resource Sharing group decided not to go further with this issue on the recommendation of the IUG.
- CARLI Update
- Mel & Lorna – CARLI began the Fall training season with Reports training , Content DM, Cataloging and Acq/Ser training.
- All training dates are on the CARLI Calendar
- New Website up and running. Adding content everyday. Suggestion to see a drop down menu of what’s in the tool bar items. Mel will talk to webmaster.
- Forum Planning
- Deb sent forum ideas to the group after our last meeting – Suggestions- How to handle Traditional ILL(OCLC) and UB as two separate systems. Go over document changes on the new CARLI website. Document delivery – Odyssey, Ariel, other systems libraries are using
- Discussion of what ideas should be presented in what part of the day
- Forum outline:
- Morning
- Welcome
- CARLI Update – New Website – changes/revisions of documents
- Lost Items
- Traditional ILL/UB Best Practices
- Self Check – SIUE
- Afternoon
- Break Out Sessions – Presented twice
- Doc Delivery
- UB Updates
- Dates discussed – 2/13/07, 2/14/07 or 2/15/07 To be held Upstate
- Next Meeting 11/14/06 2:00 – 3:30 Mel sent number immediately after our meeting – 217-244-7526 Also posted on CARLI calendar
- Meeting adjourned 2:45 pm
Respectfully submitted,
Deborah S. Stevenson
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