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

• Digitization Meeting w/ Ex-Libris will take place on the 27th during the office hours times. Our questions were submitted last week

Resource Sharing Forms Recommendations

(Test) Policies for Resource Sharing Forms

Includes Description field removal from forms

All

Recommendations came from user testing. Recommendations are listed in the decision page. Configuration instructions are included as well.

We’ll have to ask about the pick-up locations item in Basecamp.

Services need to be replaced for certain user groups as well.

Changes to the AFN for Go-Live Discussion

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

What functions will we need to temporarily disable at each campus?

Do we want to test anything day 1, then disable?

All

ILL Ops is working on a document separate from the document linked to the left.

Elizabeth will add additional rows to allow for more specificity.

AFN-Resource Sharing-Multi-Volume Monograph problems

https://3.basecamp.com/3765443/buckets/15553579/messages/3747769701

Svetlana is still looking in to this. Will link to questions for our Digitization Meeting as well.

All

Elizabeth will take questions from basecamp and link them to our meeting notes for next week.

AFN Blocks

Re-run test for 05 block

https://3.basecamp.com/3765443/buckets/15553579/messages/3582181846

Will we all be configuring the AFN Overdue block as overridable or not. If so, at what role level?

• All

• None

• CIRCDESK

• OPERATOR

Will add this decision to the Harmonization for Go-Live page

All

Alma shows “No available services” when a blocked patron tries to ILL an item. Buttons to initiate ILL do not appear.

Second test looking at ability to circulate an item locally to an AFN patron with a block on their account.

Blocks should stop the patron from even being able to place a request.

Local blocks generated from exceeding cash limits don’t transfer to the NZ.

We’ll add no over riding to the decision page for voting.

Loan Period Harmonization for Go-Live

(Go-Live) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network

All

Group Testing w/ ILL Ops

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

https://docs.google.com/document/d/1YSeipVTugrgfvMjVsohNJWQk4oaIAnIz/edit

All

Parking Lot

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

Manual Blocks Basecamp ticket updated

https://3.basecamp.com/3765443/buckets/15553579/messages/3582181846

https://docs.google.com/document/d/10VbI85urpPpFWYfpTputsYt4NUUuvjHa/edit#heading=h.30j0zll

Check basecamp ticket to see if Svetlana came up with answers to our questions

All

• Elizabeth will get back to Svetlana.

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.

This issue does not just apply for LUO items, but specifically to the RLFs.

Mark will reach out to Lynne Grigsby regarding this question, and based on this discussion, Joe F. and Elizabeth will start a discussion in Basecamp with Ex Libris if needed.

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