Date

24 Jun 2021 11:00 AM

Attendees

Mark Marrow , UC Berkeley
Jason Newborn , UC Davis
Linda Michelle Weinberger , UC Irvine
Sahra Klawitter , UC Riverside
Micquel Little (Unlicensed) , UC San Francisco
Scott Hathaway , UC Santa Barbara
Joseph Ferrie , California Digital Library
Mallory DeBartolo (Unlicensed) , UC Santa Cruz
Judea D'Arnaud, UC San Diego
Joe Ameen , UCM (Liaison)
Status
colour Blue
title Note Taker

Absent

Elizabeth Rodriguez (Unlicensed) , UCLA

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

title	Fulfillment 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

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
colour Green
title Strategically placed Reminder for Elizabeth to record Meeting
https://uc-sils.atlassian.net/wiki/spaces/FIF/pages/edit-v2/1530265633 -Added Basecamp Tracking
Reminder: This group will skip the July 1st meeting, and resume meeting 7/8
TOU harmonization + local fees – is this ready for Svetlana?

2

To Do For Go-Live

(Go-Live)Alma "On Hold Shelf Letter" notice details
- Now that the meeting with campus local experts took place, can the full script be added to this, and then the decision page approved?
(Go-Live) Coordination with CDL and OCLC During Migration
Did everyone finish adding their missing information?
- Can this be approved?
- Test to make sure rota works as expected with UCB dropped from it.
(Go-Live) Temporary Changes to the AFN for Libraries/Services Closed During COVID
Did everyone finish adding their missing information?
- Can this be approved?

All

Test suspending AFN lending using UCB; NZ can remove other institutions from rota for the 27th.

3

Batch process to remove WSILL borrowing requests.

Concerns raised about API key security. What are the options?

Keys received for UCI, UCLA, UCSB, UCR, UCM.

All

4

My ILL Link in Primo

Can we get a recommendation decision page started to pass to Discovery FG?

(Post-Go-Live) My ILL Button in Primo

Has any campus already identified a place for this button to live? Already Alma campuses?
Our desired placement for the button
Could be investigated post-go-live
Finalized decision page after investigation from Discovery FG should include any configuration instructions (if something can be set up of course), so other campuses can do their own configuration if desired.

All

5

Handling Patron Account Issues

Can we get a decision page started that formalizes our decisions on how to handle visiting UC patrons when their accounts are blocked, expired, etc.?

(Go-Live) Handling UC Patron Account Issues

Due date for this page should be July 27th

All

6

Group Testing w/ ILL Ops

AFN Alternate Pickup Location Issue- All Campuses https://3.basecamp.com/3765443/buckets/15553579/messages/3864854967

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

All

Item was requested from UC Davis and theoretically went to NRLF. There may be a delay.

It appears that Berkeley will show up in the ROTA for items that are held by NRLF and need to be cancelled twice if the item can’t be supplied.

Trying this again with a request from UCLA. It looks like the ROTA is working as expected, except for NRLF. Elizabeth will test this with SRLF specifically.

-ILL Ops tested this earlier. The problem was filling in information in the volume field.

(Note: UCB resource sharing partner is currently set to inactive, so UCB should not appear on any rota.)

7

Parking Lot

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

8

Basecamps and Kinks

Just keeping these here so we don’t lose track: https://3.basecamp.com/3765443/buckets/15553579/messages/3747769701

https://3.basecamp.com/3765443/buckets/15553579/todos/3734877569

Salesforce Case Submission- Digitization and Basecamp Tracking

9

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