PPC meeting updates and review of any action items from last meeting
Quick share of any local team updates.
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STRATEGICALLY PLACED REMINDER FOR ELIZABETH TO RECORD MEETING
Request moves from one institution to the next instead of cancelling when the patron cancels their request in Primo. [#17594] CLOSED/RESOLVED
UCLA and UCR deleted their unhooked Network Request TOUs in production this morning to reattach them to the NZ. It worked, and no job needed to be run by CDL for redistribution of the TOUs.
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Adjustments to Locate Profiles
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ALL locate profiles have been updated (in both production & sandbox Almas) with the correct Z39.50 username and password (blanked out in all cases) as of 1:50pm Monday
It may be useful to re-test any un/mis matched requests & update your salesforce ticket with the resulf. If you file any new cases about the mis/un match problem, please update the confluence page where FFG is keeping the ongoing list: Salesforce Case Submission- Digitization and Basecamp Tracking
(I get notifications when it’s updated).
We’re still seeing issues with the matching, even when standard numbers are in the request. Please file cases as you’re able so that there’s a good amount of examples to investigate the problem(s).
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Approach to handling VDX requests when a request is cancelled or renewed in Alma
Chapter/Item Title Mismatches - UCSC submitted a ticket, and FG is meeting with Svetlana about questions around the locate profiles configurations
case #01003210
Testing/reporting currently happening
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ExL said to change the NZ-managed uresolver_remote_register parameter (from ‘None’ to ‘Manual’) in "Configuration Menu > Fulfillment > Other Settings" in order to prevent future duplication. Duplicate patron records can be handled by using the Merge feature in Alma. CDL has generated a report in Alma analytics that shows duplicate patrons
Institutions can review what happened in their IZ’s sandbox after this distribution, and report any objections until (Thursday, 10/28) evening when the change will be made in production
Elizabeth will send out email to FG on how to view reports and merge duplicate Network users
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Parking Lot
Members can add to the parking lot issues that they feel need to be considered or tracked.
Joe Ferrie is looking into why so many Worldshare requests are ending up at End of Rota.
Some requests show not enough lenders or too many results. It doesn’t look as though there is one single problem causing this.
Decision on how library identifies library use only material borrowed via AFN
Band vs. Flag?
Special Wording?
Template creation volunteers? ILL OPs?
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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.
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.
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It looks like already Alma campuses do not have a “My ILL” button in Primo.
Not everyone will be using the UC Davis method for renewals.
Elizabeth will draft a recommendation page related to the My ILL button.