Evergreen Advisory Committee Meeting, Monday, July 1, 2019


Agenda

  1. Call meeting to order
  2. Approve Minutes from May 6 Meeting
  3. Previous meeting items the need revisiting
    • Length of patron account expiration
      • Automatic renewals
    • Only birth year in patron record
    • Cofidentiality statment
    • Evergreen user confodentiality agreement form
    • EG upgrade - September
      • Preferred name field - Update registration form
  4. New Items
    • Evergreen functions
      • Length of patron account expiration
      • Only birth year in patron record
      • Cofidentiality statment
      • Evergreen user confodentiality agreement form
      • EG upgrade - September
        • Preferred name field - Update registration form
    • Other news and comments
  5. Set next meeting date/time
  6. Adjourn

Previous Meeting Minutes

Actions

  • Recommendations needed: Automatic renewal of items
    • Do we enable auto-renewals for PLS libraries?
    • If yes, What should be the maximum number of auto-renewals - (1) all renewals currently allowed for item type or (2) one of the renewals currently allowed for item type.
  • Lindsay Stratton will investigate automatic extension of patron accounts
    • No current or pending functionality or future development
    • Is this something to consider for a development project proposal?
  • Lindsay Stratton will put together a final draft of the Employee Confidentiality Agreement, along with a statement explaining the rationale behind this agreement
    • In progress
  • Lindsay Stratton will put together a draft update of the Standard Patron Registration Form
  • Needed from PLSDAC - Date for implementing extended patron account expiration

Outcomes

  • 5/6/2019 Minutes approved
  • PLSDAC suggested extending account expiration to 2 years; EAC recommends 2 years for approval
  • EAC recommends no changes to date of birth recording in Evergreen

Next Meetings

PLSDAC - September 13, 2019 at Wood Library

EAC - October 7, 2019 at PLSHQ

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