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Recommendation
The following configuration recommendations should be completed by local ICs, or Fulfillment FG members that have the correct permissions. Configuration steps and required roles are recorded below for each where appropriate.
Configurations for Institutions to Complete Now
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Recommendation: Rationale: If the user can provide this information, or if it can be prepopulated in the form, locator matching will be improved both in Alma and in WorldShare ILL, and staff may be able to fill article requests using electronic material if they have the DOI or PMID. Requests may be originating in PubMed or WorldCat.
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Recommendation: Add additional help text to the success box, such as “Success! You will receive an email when your request arrives” (is this a universal thing that would occur after request submission?) Can users receive an email to confirm successful request placement? Rationale: New or infrequent users might not know what to expect when placing an interlibrary loan. Giving additional guidance will increase user confidence.
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Recommendation: Clarify pick up location options on Resource Sharing Request Form; have user select institution before selecting library location Rationale: The differences between Preferred Local Pickup Location and Preferred Pickup Location is unclear.
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Recommendation: Rationale:
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Changes to Consider Post Go-live
These suggestions were deemed low priority, and should be investigated post-go-live.
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Recommendation: Ensure messages use the same language across the various tasks patrons can complete, using the second person rather than third (i.e., “you” and “your” rather than “the patron”) Example: Second person point of view (recommended) Example: Third person point of view (not recommended) Example: Inconsistent language (not recommended) |
Already Handled During Test Phase. No Action Needed.
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Recommendation: If non-circulating items will continue to be exposed through the network scope, make it transparent to users that these materials cannot be shipped and are only available for use within the other UC library by removing the Resource Sharing option. Ensure correct rules are in place for these non-circulating materials I can only see that this item is “Not loanable” after I’ve clicked into UC San Diego within the Get It From Other Institutions list Rationale: Users will be frustrated if they believe they can request these items when they are actually only available on site.
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Recommendation: Note: However, the good news is this issue may soon be moot, as a recent decision by the Fulfillment and ILL Functional Group is to only have the AFN in the test environment, and not even offer the FN to anyone. Rationale: The Get it links showing availability from other institutions may also raise false expectations that community users can access items from other UC’s by clicking on links. As shown by arrow B. Frustration may be exacerbated for these non-eligible users when clicking on the links (although properly programmed) send them in a circle where nothing happens. All they get is a back button with nothing basically happening for them.
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Harmonization of Resource Sharing Request Form fields
Fulfillment and ILL FG recommends harmonizing the following fields on the resource sharing request form. This form will be used by UC patrons submitting physical item or digitization requests using the AFN (Automated Fulfillment Network). General Sys Admins or Fulfillment Admins can control which fields display for the patron on the resource sharing form using the configuration path below. They can also mark whether fields will be required for the patron to use.
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Delivery Fields | Mandatory | Visible |
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Format | No | Yes |
Requested Media | No | No |
Alternative Location Address | No | No |
Alternative Location E-mail | No | Yes |
Preferred Pickup Institution | No | Yes |
Preferred Pickup Location | No | Yes |
Allow Other Library | No | No |
Preferred Local Pickup Location | No | Yes |
Not Need After | No | No |
Comment | No | Yes |
Maximum Fee | No | No |
Level Of Service | No | No |
Copyrights | No | No |
Language | No | No |
Willing To Pay | No | No |
Action Log
Action/Point Person | Expected Completion Date | Notes | Status | ||||||
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Fulfillment and ILL FG and ILL Ops reviews recommendations and votes | 6/1/2021 | Unanimous fist of 5 vote to approve decision page. |
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Fulfillment and ILL FG sends to ICs and cc’s Discovery FG, and PPC | 6/2/2021 |
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