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Open Calls

Open Calls are the First Thursday from 10 to 11am (Contact Lori Hilterbrand for log-in information)


Below you will find agendas and recordings for RSF Open Calls.  Please be aware that clicking on the recording may start a download of the MP4.  These files are large and take time to load. 
The RSF Team would like to invite you to attend our open calls if you work in resource sharing, access serivces and circulation, or any other services that fulfill loans, holds, bookings and requests.


Don't be shy, but if you are....

We realize that bringing your question up in an open call can be a little intimidating (although we're all very friendly and eager to interact).  If you have a question or issue you'd like some help with but are not yet fully comfortable speaking in front of the group, use this Anonymous Ask form!  Please don't expect replies as it is completely anonymous, but , if the question or idea is intriguing, helpful or otherwise endearing, we'll add it to our open call agenda and give it some discussion.  Tune in for answers and *don't be shy!*

  • July 2, 2020: Agenda, Recording (Highlights: July Alma release including a demo of the new Alma layout, a look at the new FSG resource page for COVID-19 response, first look at content ideas for Summit & Fulfillment Days 2020, and brief discussion of Summit resumption concerns and ideas)
  • June 4, 2020:  Agenda, Recording (Highlights: Alma release notes for June including demos of User Manager restrictions, Removing temp location data with a job and Resource sharing requests in the persistent search box; New recruits announced; Goodbyes for graduating members and chairs; Program Manager changes - RSF and DUX under the same PM)
  • May 7, 2020: Agenda, Recording (Highlights: May Alma release notes, recruitment update, demo of Time to Reshelving and quarantine temp location, Open discussion of pandemic response - plans for reopening, layoffs and furloughs, tech tips)
  • April 7, 2020 Off The Wall Open Call:  Agenda, Recording (Highlights: Open agenda about pandemic service and response including conversation on holds & recalls, student worker projects, RapidILL Pod, home delivery and free resources list)
  • March 5, 2020: Agenda, Recording  (Highlights: March release notes, Summit Quick Sheet, ILLiad integration to Alma, Anonymous Ask: adding a volume after request starts its trip through the rota)
  • February 6, 2020: Agenda, Recording


  • 12/6/2018:Recording;Agenda
  • 11/1/2018 Recording;Agenda
  • 10/4/2018 - Alma October release and duplicate RS requests, Summit Visiting Patrons survey, Summit processing steps, Marylhurst active requests, changing library names, S&F Day Feedback, strategic planning update, RSF Program support (Agenda | Recording)
  • 9/6/2018 - AAPG Analytics dashboards (presenter: Kevin Edwards, PCC), SSG update, Recieving Summit items not shipped in Alma, strategic planning update, (Agenda | Recording)
  • 6/14/2018 - Team/Group recognitions and year-end summary updates, Ex Libris/release updates, mentor cohort , AAR, rota, S&F Day registration open (Agenda | Recording)
  • 5/10/2018 - Group updates, ELUNA 2018 recap, AAR, mentorship project, RSF Team/Group recruitment strategic initiatives, Summit & Fulfillment Day, meetings moving from GTM to Zoom (Agenda | Recording)
  • 4/5/2018 - Group updates, a required change to the resource_sharing_keep_rejected_request_active parameter, RSF Mentors announced, submitting initiatives, NERS voting. (Agenda | Recording)
  • 3/1/2018 - SG and PG updates, Alma March release, official launch of the RSF Mentorship Pilot Project, Alliance Initiatives. (Agenda | Recording)
  • 2/1/2018 - Updates from all RSF Standing and Project Groups, Distance Education Services policies and procedures (presenters: Molly Gunderson, PSU; Kate Jones, SOU), Alma February release and January release resolved issues, hiding Summit request links for expired patrons (Jen Jacobs, Lewis & Clark). (Agenda | Recording)
  • 1/12/2018 - Special Topic: Review of the Alma new UI, including issues resolved in this release, and new issues. (Agenda | Recording)

  • 12/7/2017 - Updates on Alma December release functionality, migration to Alma's new UI, RSF new UI resources, shelf reporting and inventory (presenters: Stefanie Gorzelsky, St. Martin's; Kate Cabe, WWU; Shannon Eagles, Chemeketa), RSF mentoring program (Agenda | Recording)
  • 11/3/17 - Summit & Fulfillment Day 2017 feedback site, Alma publishing to Primo, ALma Hotkeys and the new UI, new RSF Analytics and RSF Fulfillment Project Groups, Summit SG update, SF case updates, Alma November Release and RSF release notes(Agenda | Recording)
  • 10/5/17 - ILLiad integration demo (presenter: Jeremy McWilliams, Lewis & Clark), S&F Day small groups summary, RSF group recruitment, testing scenarios in TestRail, Resource Sharing reminders, Alma new UI known issues (Agenda | No recording: technical failure)
  • 9/7/2017 - RSF welcome and Reps orientation, recruitment for SGs and PGs, SSG update, Alma new UI demo (Agenda | Recording)
  • 6/1/2017 - AAR reminder and update, Alma June release and upcoming rollout for the new UX, Summit & Fulfillment Day, courier transition, rota, new RSF and DUX Team members (Agenda | Recording)
  • 5/4/2017 - Leganto demonstration (Presenter: Blake Galbreath, WSU), May Alma release (presenters: Kate Cabe and Jesse Thomas, WWU), AAR, Summit & Fulfillment Day, Clackamas migration (Agenda|Recording)
  • 4/6/2017 - Updates for Team recruitment, AAR, Alma release preview mode, SILS Evaluation, CCC migration, UX-IG survey (Agenda | Recording)
  • 3/2/2017 - March release (presenters: Jesse Thomas and Kate Cabe, WWU), courier RFP update, Summit & Fulfillment Day, Alma UX/New UI, Alma/ILLiad integration - renewals (presenter: Bill Kelm, Willamette), Primo NERS Timeline FYI (Agenda | Recording)
  • 1/5/2017 - Auto renewals (presenters: Lori Hilterbrand, OSU; Eric Clark, UO), January release, NERS, documentation updates (Agenda | Recording)

  • 12/1/2016 - Work orders in Alma (presenters: Chelle Bachelor, UW; Lori Hilterbrand, OSU; Kevin Edwards, PCC), December release and Summit COE/WG updates, troubleshooting, Analytics Report of the Month (Agenda | Recording)
  • 11/3/2016 - Updates from Summit COE and Summit WG; coverage of the Alma November release, including shipping/receiving multiple items (Agenda | Alliance-specific Release Notes |Recording)
  • 10/6/2016 - Demos of Alma/ILLiad integration (Jeremy McWilliams and Jenny Bornstein, L&C; Nathan Mealey, PSU; Kun Lin and Julie Carter, Whitman), updates on coming Alma release functionality, new Summit WG/Summit COE members (Agenda | Recording)
  • 9/1/2016 - In-person meeting with Ex Libris highlights, AAR, D&D reps, new Summit WGs, Alma September release (Agenda | Recording)
  • 8/5/2016 - Alma August release, Summit request form instructions, New open call schedule, AAR (Agenda | Recording)
  • 6/30/2016 - Alma June hotfix, Whitworth, Summer Meeting sessions, Alma July release, Analytics, User Roles, AAR, NERS (Agenda|Recording)
  • 5/26/2016 -Summer Meetingupdate, Alma June release and pending SF cases,AARupdate, Alma enhancements, Priority Support Issues, Summit Circulating Materials documentation, Summit COE (Agenda|Recording)
  • 4/28/2016 -Managing Course Reserves in Alma and Primopresentation; Alma May release (Primo request forms, user notification changes, new keyboard shortcuts, RS requests from repository search, lending configurations, tracking ID generation for SF case reporting); Summer Meeting update; AAR update; Alma NERS update; Idea Exhange; handling dup lending requests (Agenda|Recording|Course Reserves presentation slides - pdf)
  • 3/31/2016 - Alma April release; open/closed locations functionality change, update; return items update; program manager updates on summer meeting, documentation repository, slip server; duplicate request IDs, created lending requests; review of how to submit courier claims for lost items (Agenda|Recording)
  • 3/4/2016 - Alma March release, processing items returned at third-party libraries (green flags), patron blocks and Summit, rota review, Closed locations, Notes and General Messages, ILL vs. Summit requests and GES, documentation updates (Agenda|Recording)
  • 1/28/2016 - Patron role expiration dates, Shelf Report for Managing Physical Item Inventory, configuration changes that can affect Summit workflows, Priority Support Incidents (Agenda|Recording)
  • 1/7/2016 - Alma January release/ILLiad NCIP integration/fulfillment policy discussion (Agenda|Recording)