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) NOTE TAKER

Absent

Elizabeth Rodriguez (Unlicensed) , UCLA

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.

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
1	Check-in/ Updates	PPC meeting updates and review of any action items from last meeting Quick share of any local team updates.		All	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
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
3	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
4	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
5	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.
6	Parking Lot					Members can add to the parking lot issues that they feel need to be considered or tracked.
7	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
8		https://docs.google.com/document/d/1WOelxmH3L0lDQYKZu683FKZ-DIjHCe9NfwJojyp5bMw/edit# https://docs.google.com/document/d/14VYIW1-ZPYvcxR4Mq2n_LWA-q2ZDcyUe/edit https://docs.google.com/document/d/14qTTJFzufw2eEHGNwQlihU0eAYLPYbtg/edit https://docs.google.com/document/d/1owqWoFJjeNElh1tO6_asCL0uGNtLJQ2f/edit
9		Total	x/x

Draft 2021-6-24 Fulfillment & ILL FG Meeting notes

Date

Attendees

Weekly Testing

Discussion items

Future agenda items