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Recommendation
In order to fix an order bug impacting campuses trying to order some Network Zone (NZ) electronic collections, we recommend that:
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Back in December 2022, UC Santa Barbara noticed they were occasionally unable to create orders off Network Zone (NZ) electronic collections for recharge purposes. A ticket was created with Ex Libris.
In August 2023, Ex Libris told us that the ordering problem was due to a comma in the Organization Unit Name in three campus institutional zones (IZ): UC Merced, UC Santa Barbara, and UC Santa Cruz. In addition, they need to update a backend NZ table to match the IZ names (see screenshot below).
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Borrowing Requests subject area. “Requester”.”User – Linked from Institution Name” will contain both forms, with the old form appearing on any requests prior to the name change.
Requests subject area, “Requester”.”User – Linked from Institution Name. This will impact every campus borrowing from a campus with a comma currently in their organization unit name.
Changing the organization unit name will *not* lead to a change in the name of the institution’s folder under Shared Folders. However, this is something we can request that Ex Libris do for us.
Mitigation/Workaround
Any existing reports that use “Loan Details”.”Loans – Linked from Institution Name” , “Loan Details”.”Loaned at Institution Name”, “Requester”.”User – Linked from Institution Name”Analytics Workaround: Organization Unit Name Change
Unexpected Changes
If there are unexpected issues, they are most likely to be related to Alma Analytics due to our inability to test Analytics in the sandbox. We do not believe that custom Primo VE domains would be impacted but this is another area we could not test in the sandbox.
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Campus Reps: Using the collections identified for pre-testing which include:
Collection doesn't have a license attached and has NO group settings (meaning the collection is available for everyone)
Collection doesn't have a license attached AND HAS group settings including the campus trying to make the order
Collection doesn't have a license attached AND HAS group settings excluding the campus trying to make the order
Collection Has License attached to the collection and Has Group Settings that include the campus trying to make the order
The selected campuses will test each of the scenarios and report back on whether or not they were able to order off NZ inventory.
Testing Analytics
[More information needs to be added here.]Test reports have been created to compare before and after results. They are located in Shared Folders/University of California System 01UCS_NETWORK/Reports/CDL IC. They reports are called:
Organization Unit Change Test - Fulfillment
Organization Unit Change Test - Borrowing Request
Organization Unit Change Test - Requests
What Happens If Something Goes Wrong?
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Action/Point Person | Expected Completion Date | Notes | Status |
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OT reviews updated decision page and determines whether or not to go forward |
| Approved with the provision that workaround be documented for the Analytics issues. | |
SILS Op Center: Inform stakeholders of the decision |
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SILS Op Center: Work out timeline with Ex Libris and Confirm with OT |
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Make the change in production |
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