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 confidentiality agreement form
     • EG upgrade - September
       • Preferred name field - Update registration form
   • Other news and comments
5. Set next meeting date/time
6. Adjourn

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.
    • Auto-renewal basic information
    • 2 is currently the maximum number of renewals for any item type
    • A renewal duration is the same as a loan duration
• 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
  • Drafts for review:
    • Patron Registration Card 8x10 (2019-07-12)
    • Patron Registration Card 3x5 (2019-07-12)
    • New! Spanish version Patron Registration Card 3x5 (2019-07-12 Spanish)
    • New! Spanish version Patron Registration Card 8x10 (2019-07-12 Spanish)
  • Feedback requested
• 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

Minutes