| 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 | | | | |
| 2 | Postmortem | https://docs.google.com/document/d/1iJflrdtJqr3qixfcb0N9qWXkFAhjpp-tg8s4ZePPOqU/edit | | All | | | | |
| 3 | Current issues to discuss/test | | | All | Salesforce ticket 00993816 has been submitted about re-linking TOUs to the NZ. Ex-libris says to delete the IZ TOU in the IZ, and the NZs distributed TOU will be restored in the IZ. ExL shared that the NZ TOU could be deleted and re-initiated which should restore settings in the IZs. Testing can be done in the sandbox. This might have to be pushed to production off-hours, either relatively early or late in the day. We will ask ExL if deleting and re-initializing the TOU will impact any loans. We’ll needs to be checked to ensure that the same problem exists in that environment.
A patron at UCLA requested two items through the AFN, they both arrived from UCB. When scanned Alma indicated that these books were on hold for another patron. It looks like primary IDs on those items did not match. This particular patron has nine different stub records at UCB. There appears to be 23 network accounts for this individual.
An item came through the AFN showing different due dates at separate institutions, from Santa Barbara to Riverside. The patron is a librarian and seeing a due date in December 2022 instead of December 2021.
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| 4 | Chapter/Item Title Mismatches | Check in with Mallory and Kristen | | Mallory | A large number of digitization requests are pointing to the wrong article. This is an issue across campuses. Examining this will take some test examples and help from ExL. It seems like the request gets mixed up at the lending location. Jason created a request that went to UCB. The information looks correct on the borrowing side but there aren’t any standardized numbers that transmitted through to the request. A ticket has been put in with ExL, there has been no response yet.
| | - Mallory will work with Kristen and identify some examples before submitting a ticket.
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| 5 | Decision on how library identifies library use only material borrowed via AFN | Band vs. Flag? Special Wording? Template creation volunteers? ILL OPs? | | All | The RLFs and ILLOps should be consulted when talking about banding. NRLF building use only items, there is an item policy and TOU allowing items to be circulated to the other UCs if requested. It’s unclear whether or not they can be set up for a “reading room” location delivery only. Circulating “non-circulating items” through the AFN could be tricky. No one has been able to push an AFN item into a reading room. We’ll get another meeting set up to figure out how to make this happen. There’s a box to check when setting up a “Library” in Alma to allow it to handle items from other institutions. We might all need NZ TOUs for non-circulating items. The Discovery FG is working on suppressing Special Collections from the Get It functionality.
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| 6 | My ILL Link in Primo | Leaving as a placeholder for Elizabeth to do. (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 | | | - Elizabeth will draft a recommendation page related to the My ILL button.
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| 7 | Parking Lot | | | | Jason has a manual for Alma resource sharing geared towards student assistants that he can share if there are any questions. Patrons requesting items through VDX aren’t easily delivered to campuses other than the home campus. This might be a policy question moving forward. Local staff cannot AFN material on hold shelves
| Members can add to the parking lot issues that they feel need to be considered or tracked. | | |
| 8 | | https://docs.google.com/document/d/1H1mdwLWxGUmzasLUVYseTDwlECKUKV8MyPQvPmrOzes/edit | | | | | | |
| 9 | 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 | | | | | | |
| 10 | | Total | x/x | | | | | |