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

• Sent to Svetlana 6/23 https://uc-sils.atlassian.net/l/c/grXP4h5w

To Do For Go-Live

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

• (Go-Live) Coordination with CDL and OCLC During Migration

• How did test to make sure rota works as expected with UCB dropped from it go?

• cleaned up some of the wording. Might need to add who is taking lead on the actions.

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

• cleaned up some of the wording. Will send to PPC.

All

Test suspending AFN lending using UCB; NZ can remove other institutions from rota for the 27th.

Set to inactive in NZ by tomorrow those suspended.

(Go-Live)Alma “On Hold Shelf Letter”:

Any word on Courier service?

-Campuses are working on getting the “On Hold Shelf Letter” set up.

-The option to inactivate the AFN at go-live is an option for those campuses that need more time.

-This letter is important because it specifies pickup locations and process for AFN items.

-This page may need to be re-worked to reflect a policy decision.

AFN for Go-Live:
The active/inactive campus settings can be pushed out from the NZ.
Borrowing will need to be turned off locally.

• Jason will make some changes to the “On Hold Shelf Letter” form.
• Elizabeth will add some language in the CDL/OCLC coordination page to indicate who will be doing the work outlined on that page.
• Elizabeth will add some language to the page on AFN activation indicating that local campuses will toggle borrowing off.

My ILL Link in Primo

Can we get a recommendation decision page started to pass to Discovery FG?

(Post-Go-Live) My ILL Button in Primo

• 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.

All

• 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.

Handling Patron Account Issues

Can we get a decision page started that formalizes our decisions on how to handle visiting UC patrons when their accounts are blocked, expired, etc.?

(Go-Live) Handling UC Patron Account Issues

• Due date for this page should be July 27th

All

• There is some desire to be able to help visiting patrons address issues with their account if possible.

• A sub-group is compiling a list of contact information that we can use to try to resolve issues.

• If a patron is not appearing in the FN, the library may need to contact the home campus.

• If a patron has a bill on their account, they will have to work with their home campus.

• There might be some future issues with patrons that need to be merged or manually updated.

• It’s possible that stub records without all of the required fields might be blocked.

Parking Lot

Joe Ferrie is putting together a smoke test protocol for July 26. This will include pairing up with someone from another institution.

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

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