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Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status

DECIDED

Scope

Go-Live

Description

Anticipating that not all of the UC Libraries will be fully re-opened/providing normal services as of the project go-live date, we need to plan which services to temporarily switch off.

Decision

The following services at each campus will be turned on or off for go-live. If an alternative “switch on” date is known, it has been captured below. Campuses should determine when to switch services back on as they continue to re-open.

Owning group

Fulfillment and ILL FG SILS-FG-FULFILL-L@LISTSERV.UCOP.EDU

Approver

PPC

Stakeholders

R = Fulfillment and ILL
A = Fulfillment and ILL
C =
I = PPC, ICs, EUOS?

Decision-making process

Fist of Five

Priority

High

Due date

7/8/2021

Recommendation

Anticipating that not all of the UC Libraries will be fully re-opened/providing normal services as of the project go-live date, we need to plan which services to temporarily switch off. The following table captures which services at each campus will be turned on or off for go-live. If an alternative “switch on” date is known, it has been captured below. Campuses should determine when to switch services back on as they continue to re-open.

These services are able to be switched on/off by:

Lending- To turn off, CDL sets an institution in the NZ to Inactive, then runs a batch job from the NZ that will push the setting out locally to the institutions. To turn on, they repeat the process, but set the institution to Active instead.

Borrowing- Institutions turn on/off locally in their IZ following these steps:

  1. Navigate to Configuration and then select your resource sharing library from the Configuring dropdown

  2. Click the Fulfillment tab and then click the Library Details link.

  3. Scroll down to the Lending Setup section of the Details tab and check the Temporary inactive for lending box.

  4. Click the Save button.

Service

UCLA

UCI

UCR

UCSB

UCSD

UCM

UCB

UCD

UCSC

UCSF

UC Fulfillment Network Physical Item Request Borrowing

On

On starting

July 30

On

On

On

On starting

Aug. 3.

Off for Go-Live

On

Off for Go-Live

Off for Go-Live

UC Fulfillment Network Physical Item Lending

On

On

On

On

On

On starting

Aug. 3.

Off for Go-Live

On

Off for Go-Live

Off for Go-Live

UC Fulfillment Network Document Delivery Borrowing

On

On starting

July 30

On

On

On

On starting

Aug. 3.

Off for Go-Live

On

On

On

UC Fulfillment Network Document Delivery Lending

On

On

On

On

On

On starting

Aug 3.

Off for Go-Live

On

On

On

Non-UC ILL Request Borrowing

On

On starting

July 30

On

On

On

On

Off for Go-Live

On

Returnables: Off for Go-Live

Non-returnables: On

Returnables: Off for Go-Live

Non-returnables: On

Non-UC ILL Request Lending

On

On starting

Aug 9

On

On

On

On

Off for Go-Live

On

Returnables: Off for Go-Live

Non-returnables: On

Returnables: Off for Go-Live

Non-returnables: On

ILL OPs Document: https://docs.google.com/spreadsheets/d/1jbDIkf2FhRFUuwkkN3maKnmxQXdQ0WP7icuwmG-ntts/edit#gid=0

Questions to consider

Do we need to add rows to separate out borrowing and lending, or is everybody planning to suspend borrowing and lending together?

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

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