SPOT Report, or, what we've been doing all year

Summit Program Meeting, July 8, 2013

FY 12-13 Members

• Heidi Nance, Chair, UW

• Kate Cabe, Chair-elect, WWU

• Melissa Treichel, WU

• Will Parnell, PCC

• Amy Waite, Clark

• Danny Smith, PCC

• Nancy Hoover, Council Liaison, Marylhurst

• Anya Arnold, Alliance Staff

How we decided what to work on

We took what we heard from Summiteers ...

• More communication!

• Work on the website!

• We like the Profiles idea!

• Keep NRE going!

Plus what we heard from Council and the Board ...

• Future of Integrated Library Systems (SILS)

• Why is Summit use declining?

Goals for the year

Shared ILS, part 1

• Weekly phone calls with the SILS Circulation Working Group

• Weekly Phone calls with Ex Libris and OCLC

• Bi-weekly, later weekly, all-SPOT phone calls

• One-on-one calls with Bill Kelm and OCLC to test NCIP --> Alma

• Buddy Cohort 1 library NRE --> Alma --> NRE testing phone calls

• End-to-end testing with each Cohort 1 library

...and many, many Google docs.

Shared ILS, part 2

Topics • Discovery • Availability• Authentication• Getting to brief results screen• Setting up partners in Alma • Checkout with no patron• Loan periods • How to migrate old temporary records

created during the circulation freeze

NRE Upgrades

• Typical Process o Get, review documentationo Test, resolve problemso Set dateo Communicate o Remove & replace button o Test, verify functionality, sound all-clear

• Upgrades this yearo November 27 to 6.2.1 (we were on 5.1!)o May 1 to VDX 7.0

• Melissa Treichel's Testing Document

Communication

• Individual phone calls

• SPOT-rep o October 22nd | Role of a SPOT-rep

• Open SPOT calls o November 2 | Why are ILL books coming to Summit? o April 5th | What to talk about at Summit Day?

• Blog - turned into website-posting of ...

• Anya's Weekly Emails

Statistics ... more later

Website ... coming later

Profiles ... coming later

What we learned

• Communication, communication, communication.

• Persistence really does pay off. And is necessary.

• Every member library is unique.

• Conference Call Etiquette 101o You need to mute your phone o Don't trust your mute buttono If your institution has hold music, don't put the conference call on

"hold"

RIP, In memory of ...Heidi's Work Phone

2004-2012