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

• Elizabeth will be out next week. Look for an invite from Joe Ferrie.

• This group will skip the July 1 meeting.

Decision Review and Vote

Review/Vote/Send to ICs

(Go-Live) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network - Basecamp opened regarding changing to open days, harmonization, and what can/can’t be changed at the IZ level https://3.basecamp.com/3765443/buckets/15553579/messages/3832319657

• https://uc-sils.atlassian.net/wiki/spaces/FIF/pages/1483538535/Go-Live%2BRenew%2BWorkflow%2Bfor%2BVDX%2BRequests

  • Jason and Scott were going to write some workflow documentation outlining how campuses might handle renewing VDX items. The information will be added to the decision page as recommendations of two possible workflows for campuses to consider.

  • Check-in, ready to approve?

All

Harmonization of Loan Periods…:

Hold Shelf Period: Currently 7 days refers to open days.

Overdue Recall Fees: “I would suggest to keep NZ rules unchanged.
This means that institution can always use them when needed.

Two opitions:

• create additional rule/s in the NZ with other variations for the policies;

• institution create their own rules where they have defined "

Recalled Overdue Fine" as desired.

Let me know how you want to proceed?”

It sounds like the NZ rules can be overridden by a local rule handling these fines. There is some confusion relating to whether or not the NZ TOUs will pull defaults from the local campus or not.

We are asking for clarification in Basecamp.

Recommended Renew Workflow…:

Group added instructions to the recommendation page.

• Harmonization of Loan Periods…:

  • Approved

To Do For Go-Live

• (Go-Live)Alma "On Hold Shelf Letter" notice details

  • FG members were going to add their campus information to the documents provided by Jason in Google Drive.

  • Check-in on how it’s going

• (Go-Live) Coordination with CDL and OCLC During Migration This document outlines what will occur as we cut-over.

  • Complete and approve by 6/24?

• (Go-Live) Temporary Changes to the AFN for Libraries/Services Closed During COVID

  • Complete and approve by 6/24?

• Campuses should add missing information to these forms by next Thursday for approval.

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.

Parking Lot

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

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

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

Total

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