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Check-in/ Updates

PPC meeting updates and review of any action items from last meeting

Quick share of any local team updates

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• Status
  colour Green title Strategically placed Reminder for Elizabeth to record Meeting

RLF Ghost Records Discussion

Records Retained for Items Deposited in RLFs

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Lynne Grigsby asked if our group could make recommendations regarding ghost records for items sent to the RLFs, as practices differ across campuses. If we end up with direct requesting, we would not want these items to be requestable, and we may not want them to be visible either.

Joe talked to Anna Striker from the shared print program and they need to regularly check for ghost records to minimize duplicates in accounting.

Suppressing in Discovery will not exclude them from the Fulfillment Network, so they will need to be made non-requestable as well.

Need to pull in the Resource Management Group, the Discovery FG, and the RLF group.

The RLF group is on hiatus until January.

Everyone agreed that the draft was ready to go as written, using the terminology of “phantom record” instead of “ghost record.”

•  Elizabeth will share our recommendations with the PPCs, and then the Resource Management Group, the Discovery FG if needed.

•  Linda Michelle will share with the RLF Group after Elizabeth meets with the PPCs.

Group Testing Session

We’ll be spending this meeting testing together.

https://docs.google.com/document/d/1MkVj-qrujBf3NlLtaTVFzPP1q5Vn7HPpdi3Ce0ZY1bg/edit

• General Electronic Service Request

• Return anywhere in network

https://docs.google.com/spreadsheets/d/1bUjEXKsrlnxASwoYzjm-DmZNpAAnxUge5eR0o9rXDsI/edit#gid=103680270 https://drive.google.com/drive/u/3/folders/1S_UJPBKDBbhIr2C-jEi05_r4076SkQJE?ths=true

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We can’t test GES Request fully until we have NCIP configured. We can confirm that the request submitted through Primo was successfully sent into VDX.

Micquel asked about barcode and primary identifier considerations for moving from Millennium to Alma. Joe confirmed that patrons can log in using any identifier, but there’s only one patron record in VDX - it gets normalized on their primary identifier.

Currently, the NCIP integration configuration is different on each campus. We may want to harmonize. It may help to attach documentation from existing campuses, such as UCD.

•  The group will create a decision page recommending NCIP integration.
•  Existing NCIP campuses will share out any configuration documentation they may have.

User Experience Subgroup Meeting

Quick update on first meeting and schedule future meeting with our FG

Kristen and Linda Michelle

Will be doing testing in the Berkeley Primo VE of 15 scenarios (3 per person), with the goal of delivering a draft report to our FG on Monday, November 23rd. The two groups will meet that week before the Thanksgiving break, and then deliver the final report to the Discovery FG on Tuesday, November December 1st.

Joe and others are interested in also testing email communications if possible.

Kristen and Linda Michelle will go ahead and schedule a time for the two groups to meetEveryone agreed to move ahead with the proposed timeline.

Only UCLA is currently set up to enter a patron’s barcode into GES. Joe can set this up for Berkeley, but will need the Administrator role.

•  Kristen and Linda Michelle will go ahead and schedule a time for the two groups to meet.

•  Joe will work with Mark to set up the Berkeley Primo for GES request testing.

Parking Lot

There are some questions around what other things this group might add to the parking lot. Expiration dates and whatnot.

• We may need to revisit our discussion regarding what fields are passed between campuses in the Network Zone. (Name, email, expiry date, etc.)

• The ICs were asking for more information about the GES, the decisions around it and how it might be set up.

• There may be a way to use Iliad as a lender of a last resort and tie that into VDX with an adapter.

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

DDS Decision Page (VanguardTest Load) Document Delivery Service (DDS) Setup

Config forms - local campuses

Harmonization work

Continue our discussion from last week and come up with loan periods to propose for fulfillment network/locally https://docs.google.com/spreadsheets/d/1-W2psaW6GsgOTD1ByTHRF00bikcnVR6W/edit#gid=1939968629

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Discovery Sub-Group: ILL UX

Discovery FG has split off into a few different subgroups. They are partnering with different FGs to explore different factors that effect Discovery.

These sub-groups will liaise with us for the month of November. With the goal of having configuration recommendations in by the break in December.

Their primary concern is that everything is as intuitive as possible. Especially to undergraduate students.

Scope: How does configuration impact what users are able to surface?

Materials in the IZ that are checked out locally,NZ scope, Worldcat scope.

Issues/Assumptions:

• CDI content might be surfaced through CDI but delivered through CDI.

• Worldcat scope is something that will be evaluated.

•  Elizabeth will give the Discovery sub-group access to our scripting documents and meeting recordings.
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