2021-2-4 Fulfillment & ILL FG Meeting notes

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

• PPC- Do we need to catalog everything in OCLC?

  Is OCLC record number still very important that we need to have it in IZ/NZ?

  • Fulfillment viewpoint- could cause issues for resource sharing since OCLC # is one of the locate parameters.

    Next steps:

  • do an environmental scan - what are other Alma campuses doing? What is the impact of moving away from OCLC?

    • Groups that would start:

      • RMFG

      • ACQ-ERM

      • Discovery

      • Special Collections

• Svetlana said the config forms looked good so far. She’ll reach out if she needs anything.

• Are we missing anything from our MVP document page? https://docs.google.com/spreadsheets/d/1fz3hEoApCzWR9PvMRA2Yc2Bpq0hkBdvPaxRgfyz8WJA/edit#gid=1165930958

Standardized phone numbers in shared patron data

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Svetlana’s answer: phone_regex parameter validates phone format. When linked user is created system will still validate the format.

The best practice would be to make a more general rule accepting different formats.

Article
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_are_email_address_and_phone_number_validation_settings_configured

Example of a more flexible rule - ^\D?(\d{3})\D?\D?(\d{3})\D?(\d{4})$

Test Prep

https://docs.google.com/spreadsheets/d/1V9cIirzzQ3kDChYHr8XK-W3saXQKqg_fxRLbLi5TbdY/edit#gid=0

Test Phase Fulfill FG Member Prep

Do the operator permissions look good?

Added line for operator roles

Please fill in emails for ICs and FG members for problem reporting.

Email to ICs with decisions and permissions.

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Workflows

Let’s start thinking about how we’ll be capturing workflow info.

Do we want to start with a short list right now, and draft what we think they’ll look like, and then tweak as we continue testing?

All

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.)

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

RLF Non-Circ items requestable for in-house use

Will need to test in Test Phase

There are some hacks used for library-use only items that can’t be checked out and back in because it will kick off a return process. This will have to be figured out for ExL.

Davis tried creating a “Reading Room” circulation room. This was difficult for circulation staff to manage. There is now a transit step between ILL and the circ desks that allows the item to be checked out again before initiating the return process.

RLF Ghost Records Discussion

Records Retained for Items Deposited in RLFs

This decision will be worked out throughout the test phase.

DDS Decision Page (Test) Document Delivery Service (DDS) Setup

Config forms - local campuses

Will need to be tested during the Test Phase

Total

x/x