Minutes of February 23, 2005 meeting

Georgina Alonzo, Ray Balter, Barry Lipinski(recorder), Nita Mukherjee, Antoinette Peteet, and Melanie Robinson.
Shirley Lewis, Don Wilson.


1. Place Holds Project

The group reviewed procedures for placing academic holds on barred undergraduate, graduate, and alumni users. Barry noted the positive sign that the number of barred users on the New Brunswick report fell by nearly one third from the same time frame last year. Is this an example of user education regarding library obligations, i.e., email notification of recalls and overdue material and using Self Services having a helpful impact? The group’s projected deadline of March 3, 2005 to get the place holds into Delinquent Accounts ended up being the actual date selected by that office. By projecting the date, the group was able to have 2 weeks to complete the work, rather than the 4 days it would have faced if it had waited for the memo from Delinquent Accounts announcing the deadline.

2. Midyear Report

Barry distributed the midyear report. The group reflected on its accomplishments and on its unfinished business. The recent enhancements in LOST-ASSUM, LONGOVERDUE, and OVD-RECALL were aimed at moving items forward for withdrawal and possible reordering while preserving a billing record for the barred user. This much-needed advance in lost item processing is promising. With it, though, the displays of billing information have become nuanced. The group faces the challenge of describing the new looks in billing to staff and training staff in interpreting and handling the information accurately.

3. ILL and PALCI Billing—Draft Proposal

The group examined Judy Gardner’s draft document regarding ILL and PALCI billing. We agreed that the billing procedures outlined in the document would spur users to return their overdue and billed ILL and PALCI material earlier than they do presently. The matter of refunds, the group felt, needed some clarification. The group also reviewed Judy’s “Timetable of Notices, Bills, and Item and User Statuses.” This chart, it felt, would be a useful tool for showing staff the complete cycle of billing.

4. Information Sharing

Melanie shared with the group a copy of a booklet on the dangers of mold that she is developing for the Collection Management Functional Group.

Nita presented to Douglass staff information on ILL and PALCI Billing.

Ray talked about his work on the barred user list.

Antoinette reported on the activities of the Billing Working Group.

Georgina cited how busy Kilmer has become in the evenings with much group study.

Next Meeting: Wednesday, March 30, 2005 at 3 p.m. at Kilmer.

URL: http://www.libraries.rutgers.edu/rul/staff/groups/billing_group/minutes/billing_group_min_05_02_23.shtml
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