Agenda – Summit Borrowing Steering Team

January 26, 2007 (Phone Conference, 1-3)

1. Green flag changes and usage

a) has the change in format made them easier to use?

b) original purpose vs. current use

2. New feature auto-redirect

a) to implement or not to implement, and

b) relationship with operating agreement on how long to hold onto a request before canceling with re-request

- is the # of days still the right #?

- are people following procedure?

3. Suppress patron data operating agreement for everyone to ask III to suppress patron data? Or leave to individual discretion?

4. Results of survey on the patron verification screen. Next steps.

5. Enhancement request: Create a "zip code finder" to locate nearby Alliance pick-up locations from within the Summit catalog similar to the feature in Open WorldCat. This feature would allow distance students to find the nearest library and then place requests for delivery to that location. Is this something Alliance can implement independently? What is expected demand?

6. Enhancement request: When checking in INN-Reach items, it would be more logical to have the ‘Check-in’ box highlighted instead of the ‘Do not check-in’ box.

7. Enhancement request: We would like to see a message pop up when one of our patrons requests a book that is available at our library. The patron could still request it if it was checked out or missing, but if we have it, they could either put a regular hold on it or go to the stacks and retrieve it themselves.

8. Possible operating agreement on when and how to sensitize materials.

9. Planning for SBD—program planning committee, celebration of over a million summit requests

10. Review of courier use of US Mail totes

11. Courier delivery on weekends

12. Misdirected packages/items: EWU examples and how new paging slip with Senvoy sort code working

13. Limiting the number of media requests (one member has been canceling Summit requests for media items when a patron has more than 3 checked out and/or in transit)

14. The short loan: one member reported not sufficient time to send to Distance Education students, even with the new 1-renewal period.

15. PUA:

a). PUA items returned to a library not involved in the PUA transaction

b). Returning non-PUA items in the PUA module

16. Brainstorm any issues the SBST or SBC should be working on

Other items?

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Background on the green flags:

Date: Mon, 27 Nov 2006 17:11:24 -0800 (PST)

From: Nancy L Nathanson <nnathans@uoregon.edu>

Reply-To: summit-circ@lists.uoregon.edu

To: Summit circ contacts <summit-circ@lists.uoregon.edu>

Subject: summit-circ: green flag update

To: Summit Circ contacts

From: Nancy Nathanson

** updated green flag **

The "green flag" has been revised to move the section for "Item Being Returned

To" to the top of the form, making it easier to sort these items into courier

bags for the correct destination.

Feel free to download the form and print new copies at your convenience.

Information about the green flag, and link to the form, is available from

Sharing Materials on the web:

http://www.orbiscascade.org/staffhome/materials_descrip_supply.htm#greenflag

is it primarily to make it easy to send items to libraries in the

same gray bags and indicate they are *not* Summit Borrowing? (i.e. they

were borrowed through ILL or Visiting Patron and dropped off somewhere -

send it to ILL department or whatever) -- that was the original purpose.

is it to let a SB staff person know to back-date a checkin because

it was turned in at one of the member sites by the due date, but then in

transit for a day or more?

other?