Evergreen Advisory Committee Meeting, Tuesday, December 19, 2023
Agenda
Updates and announcements
- TPAC sunset - 1/8/2024 (Dan)
Old business
- Use of block function, new in EG3.11 (Dan)
- Patron registration form review (Dan / support ticket)
- Holds expiring off hold shelf frequently?
New business
- Circulation policy updates (Dan)
- EAC / OWWLDAC plan
- OWWL-level circulations as fine-free
- Fine-free patron profile
- How is this being used by libraries?
- Claims returned (Dan / support ticket)
- A staff member at a library expressed concerns about the claims returned functionality:
- A patron has a “claims returned” count on their edit screen. This is a lifetime total of claims returned that can’t be edited, even if the item is found and was missing due to the fault of the library.
- An item that is checked in after having been marked claims returned does not indicate it had been marked as claims returned.
- Some different options we could consider:
- Hide the claims returned count from staff. Note that it would still be there, but just wouldn’t be displayed.
- Allow staff to have permission to edit the lifetime claims returned count.
- We could have Evergreen use a new “Claims returned” status.
- New alert reports (Dan)
- Pending patrons alert
- Unused staff account alert
- Monthly circ report update proposals (Dan)
- Prototype report
- Counts checkouts and renewal types regardless of the source of the item
- Counts ILLs using same methodology as annual report (items sent / received rather than circulations)
- Checking out computers to patrons (Dan)
- Lots of approaches to this across the system. Some folks check out computers directly to patrons, others to a generic account.
- Some potential problems:
- Circulations of computers inflate monthly circ stats. They are filtered out for annual report, though.
- May tie usage of specific computer to specific patron. Is this a privacy concern?
- Permissions to create / update shelving location
- This is something that could be given as a permission to library directors / staff with Item Cataloging permission. If EAC would like us to do so, it may be worth considering some guidelines for names (using Title Case, a reasonable character limit, etc.)
We did not make it to the following items:
- Stricter password requirements for patrons (Dan / Kim)
- Kim asked a question about library liability for poor passwords. Libraries are probably not liable for patrons who choose to use a password like 1234.</Not legal advice> However, is it a problem that we have defaults (last four of phone) that are not secure? Especially when patrons may not be aware that they can reset their passwords?
- Other library systems (like Southern Tier) have introduced stricter password requirements for patrons.
- Intro email to patrons (Dan)
- We may be able to set up an email to be sent automatically to patrons when they register if they have an email address on their account.
- Lost item mailer timing (Dan / support ticket)
- Someone questioned the timeline for lost item mailers. Since this was adjusted last year, it may be a good time for a quick check-in about how the new schedule is working.
- Notices are generated at the first notice run after being 28 days overdue (they could be generated on 28 days overdue, 29 days overdue, etc.).
- Items are marked lost on 35 days overdue.
Open floor: Discussions for items not on agenda
Next meeting date: 2/20/2024
Future meetings:
Action items
Referred to OWWLDAC
Circulation policy updates
- Set OWWL-level circulation policies to fine-free
- Adjust fine-charging circulation policies
- Work directly with libraries to confirm that technical policies in Evergreen reflect written circulation / fine policies
Claims returned
- New "Claimed returned" status
- Allow directors to edit lifetime "Claims-returned Count"
Shelving location permissions
- Add permissions to create and/or update shelving locations for staff with Item Cataloging permissions
- Adopt new policy:
- Libraries should be consistent in the naming conventions they use for shelving locations. Shelving locations should use Title Case and should be of a reasonable length. Shelving locations should be added sparingly and should ideally correspond with an actual physical shelving location
Minutes
EAC minutes 12-19-2023.pdf