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Date

11:00 AM

Attendees

Info

Weekly Testing

The Fulfillment FG and ILL Ops should conduct tests with the following scripts in the order outlined below. The AFN will be configured first, then IVEA, and finally NCIP. The groups will aim to test 2-3 during their weekly meeting. Additional tests will be added as needed.

Expand
titleFulfillment and ILL Ops Testing
  •  Viewing Network Activity (shared patron loans and contact information)
  •  UC User With No First Name in their IZ record
  •  Add/Delete/Save Data to Patron Record
  •  UC User Stub Record Shared Information Fields
  •  Walk-in user from other UC (Faculty)
  •  Proxy Walk-In User from Other UC
  •  Walk-in user from other UC (Blocked User)
  •  Patron renewal in Primo
  •  Digitized Article AFN Request
  •  Patron With Expired Account (Account Renewal/Item goes to Lost and Fee is Charged)
  •  Available Monograph AFN Request
  •  Patron Request for Item (Pickup from alternate location/expired hold)
  •  North to South/South to North Rota Test
  •  AFN Monograph Request- Not Filled
  •  rlf non-circ/building use item request using AFN
  •  Fines/Fees Graduate Student
  •  Due date when a library is closed

Absent

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Check-in/ Updates

PPC meeting updates and review of any action items from last meeting

Quick share of any local team updates.

All

  • Status
    colourGreen
    titleStrategically placed Reminder for Elizabeth to record Meeting

  • Testing Accounts

    Consortial block configurations

2

Group Testing w/ ILL Ops

https://docs.google.com/document/d/1Ovf8U-Ht36K3oJ5gKcHNy1KieboZ5qAS/edit#heading=h.3dy6vkm

https://docs.google.com/document/d/1D-Ud8m3ixAq-XD73VuKzV5cTxd6RBAE7/edit#

https://docs.google.com/document/d/1D3UvXMdLvZHWbAdDEimFKOK6OmSTEp9q/edit

https://docs.google.com/document/d/1T8m1FuYBbJuVvxTYdF5ZFLT4wsDMEbRx/edit

All

3

Consortial Block Configurations

Has anyone been successful at setting one up yet?

All

4

Parking Lot

Ex Libris may need to help us write a flexible rule for phone numbers to allow for international numbers and different formats. This could potentially be a rule that will accept any string, rather than something specific.

It sounds like multiple campuses lost existing recalls and holds when moving to Alma.

Members can add to the parking lot issues that they feel need to be considered or tracked.

45

RLF Non-Circ items requestable for in-house use

Will need to test in Test Phase

There are some hacks used for library-use only items that can’t be checked out and back in because it will kick off a return process. This will have to be figured out for ExL.

Davis tried creating a “Reading Room” circulation room. This was difficult for circulation staff to manage. There is now a transit step between ILL and the circ desks that allows the item to be checked out again before initiating the return process.

This issue does not just apply for LUO items, but specifically to the RLFs.

Mark will reach out to Lynne Grigsby regarding this question, and based on this discussion, Joe F. and Elizabeth will start a discussion in Basecamp with Ex Libris if needed.

56

RLF Ghost Records Discussion

Records Retained for Items Deposited in RLFs

This decision will be worked out throughout the test phase.

67

DDS Decision Page (Test) Document Delivery Service (DDS) Setup

Config forms - local campuses

Will need to be tested during the Test Phase

78

Total

x/x

Future agenda items