Local Holds Workgroup Agenda

May 3, 2022, 10:30 am

Phone/video conference (Zoom)

Meeting Documents:

1. Call to Order

a. Introduction of guests/visitors

b. Changes/Additions to the Agenda

2. Approval of previous meeting notes: N/A

3. Action Items

4. Discussion

a. Charge:

i. Examine the issues with allowing a local holds only policy and provide information and/or data to address issues

b. Roles of SCLS Participants:

i. Decision is up to libraries

ii. SCLS staff coordinate process, facilitate during meetings, listen, assist with language, adjust policies, documentation and training as necessary. We may make some initial suggestions as a starting place for discussion.

c. Goals:

i. Identify issues and identify ways to address them, including data (by June ILS Committee meeting)

1. Survey member libraries: https://forms.gle/XiQLSSPhaNVUnFBw7

ii. Set timeline for proposed pilot:

· April 6, ILS Committee discuss project and approve forming a work group

· Form work group to identify issues to study (including data)

· May 3, Work group meets

· May 10, Circulation Services Subcommittee: discuss parameters for pilot

· May 19, All Directors—update on project

· June 1, ILS Committee vote on pilot project (June 15 through December 30)

· If pilot is approved, the project progresses as follows

· Recruit pilot project participants and begin setup

· June 15, Pilot project begins

· Work group continues to meet to study issues through November 30

· July 21, All Directors—update on project

· October 5, ILS Committee decides if vote should be done by ILS Committee cluster reps at November 17 All Director’s meeting or December 7 ILS Committee

· November 17 All Directors meeting: Work group provide information on project

· November 17 or December 7 vote

· December 30, pilot ends

iii. Identify parameters for proposed pilot present to (Circulation Services Subcommittee)

1. All libraries or some libraries

a. SCLS suggests all libraries participate

2. Select new titles or all new titles

a. SCLS suggest a select group of titles with an identified “normal” group of titles for comparison

3. All formats or select formats

4. Length of loan (Item loan type)

a. The parameter that has been suggested by some libraries is 14 days

5. Length of time materials are held for local holds

a. 30, 60 or 90 days (Reduced Transportation holds is 60 days)

5. Plan for Next meetings (two):

a. May 10, 1-2:30 pm (clusters not represented 4, 6, 9/10)

b. May 12, 1 pm (clusters not represented 5, 7)

c. May 17 10:30 am (clusters not represented 6, 8, 11-13)

d. May 24, 10:30 am (clusters not represented 6, 7)

e. May 24, 1 pm or 2:30 pm (clusters not represented 6, 9/10)

f. Topics:

i. Review parameters discussion from 5/10 Circulation Services Subcommittee

ii. Review survey results (set due date)

iii. Identify top concerns and top benefits

iv. Identify data points

v. Prepare information for ILS Committee

6. Adjournment

For more information about the Local Holds Workgroup, contact Vicki Teal Lovely.

SCLS staff are available to attend cluster meetings to share information and answer questions pertaining to this committee meeting and other departmental projects.

Local Holds Workgroup/Agenda/5-3-2022