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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
  •  Manual Blocks (04 ILL and 05 All) Applied Locally for Users
  •  No OCLC Number- Available Title Direct FN Request From SRLF
  •  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

  • Digitization Meeting w/ Ex-Libris will take place on the 28th 27th during the office hours times. Our tightened up questions will be due May 13th.

  • Drop down locations decision page sent to Discovery for review.

  •  

2

My ILL

(Go-Live and Post go-live) Alma/VDX Workflows

Joe

  • We have a proof of concept now and the batch process is being developed. We think this can enable us to stop using My ILL Requests if:


  1. The patron can get a link to their digital item by email and/or in Alma.

  2. There is a valid renewal workflow for VDX items in Alma.

  3. The patron can cancel the request in Alma.

Joe sent out a draft of the Alma/VDX decision page for feedback.

Once requests are cancelled by staff they are no longer visible to the end-user and can be deleted with a job.

Cancelled requests can also be selected in facets and deleted as a batch.

Sequence:

Receive a request in VDX. Two requests enter Alma. At night, the extraneous request will be cancelled.

Patrons can see the request in My ILL, they can cancel it (won’t cancel it in Alma). Similarly, requests cancelled in Alma won’t be cancelled in VDX.

3

Group Testing w/ ILL Ops

https://docs.google.com/document/d/1ynosM0HTkDpaGveS5XR3M1CqUIsk7CvL/edit#heading=h.gjdgxs

https://docs.google.com/document/d/1eB1E2rMN7ArUqYnUZqfHYKLrCorI-888l34PdhMuA5w/edit

https://docs.google.com/document/d/1WOelxmH3L0lDQYKZu683FKZ-DIjHCe9NfwJojyp5bMw/edit#

https://docs.google.com/document/d/14VYIW1-ZPYvcxR4Mq2n_LWA-q2ZDcyUe/edit

https://docs.google.com/document/d/14qTTJFzufw2eEHGNwQlihU0eAYLPYbtg/edit

https://docs.google.com/document/d/1owqWoFJjeNElh1tO6_asCL0uGNtLJQ2f/edit

https://docs.google.com/document/d/1YSeipVTugrgfvMjVsohNJWQk4oaIAnIz/edit

All

4

Parking Lot

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

5

Manual Blocks Basecamp ticket updated

https://3.basecamp.com/3765443/buckets/15553579/messages/3582181846

https://docs.google.com/document/d/10VbI85urpPpFWYfpTputsYt4NUUuvjHa/edit#heading=h.30j0zll

Check basecamp ticket to see if Svetlana came up with answers to our questions

All

  •  Elizabeth will get back to Svetlana.

6

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.

7

RLF Ghost Records Discussion

Records Retained for Items Deposited in RLFs

This decision will be worked out throughout the test phase.

8

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

Config forms - local campuses

Will need to be tested during the Test Phase

9

Total

x/x

Future agenda items