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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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Book Request | Mandatory | Visible | |
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Description | No | No | |
Item Availability | No | No | |
Title | Yes | Yes | |
Author | No | Yes | |
Author Initials | No | No | |
Additional Author | No | No | |
Specific Edition | No | No | |
Edition | No | Yes | |
ISBN | No | Yes | |
LCC Number | No | No | |
OCLC Number | No | Yes | |
Publisher | No | Yes | |
Publication Date | No | Yes | |
Place Of Publication | No | No | |
Volume | Yes | Yes | Needs to be set to Yes for Go-Live while Ex-Libris resolves a Salesforce issue about page numbers information not showing on requests/pickslips. Should be changed to No for mandatory after it’s fixed. |
Part | No | No | |
Chapter | No | Yes | |
Source | No | No | |
SeriesTitleNumber | No | No | |
Pages To Photocopy | No | Yes |
Article Request | Mandatory | Visible | |
---|---|---|---|
Description | No | No | |
Article Title | Yes | Yes | |
Journal Title | Yes | Yes | |
Author | No | Yes | |
Author Initials | No | No | |
Additional Author | No | No | |
ISSN | No | Yes | |
LCC Number | No | No | |
OCLC Number | No | No | |
DOI | No | Yes | |
DOI Auto Fill | No | No | |
PMID | No | Yes | |
Publisher | No | Yes | |
PMID Auto Fill | No | No | |
Place Of Publication | No | Yes | |
Publication Date | No | Yes | |
Journal Volume | Yes | Yes | Needs to be set to Yes for Go-Live while Ex-Libris resolves a Salesforce issue about page numbers information not showing on requests/pickslips. Should be changed to No for mandatory after it’s fixed. |
Issue | No | Yes | |
Chapter | No | No | |
Source | No | No | |
SeriesTitleNumber | No | No | |
Pages To Photocopy | No | Yes | |
Start Page | No | No | |
End Page | No | No |
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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