Legend: NOT STARTED IN PROGRESS STALLED DECIDED
Recommendation
Implement Ex Libris’s suggestion to uncheck ‘locate by metadata’ in all UC locate profiles (harmonized) in NZ & distribute from NZ to IZs.
After 14 days of making change, ascertain what effect has occurred for mismatches & non-supplied requests in WSILL.
Method to ascertain effect:
Compare the time period since the change with a similar time period prior to the change.
Mismatches:
percentage of canceled digitization lending requests (articles)
for books (loans), lessening of patron complaints
Nonsupply: percentage of requests that entered borrowing nonsupply queue
Other metrics as available at local campus
locally collected data
re-testing reported errors
Fourteen days after implementation, assess situation and pursue further with Ex Libris as needed - more decision pages may be needed.
Reasoning
Background
During phase 4, FFG discovered & reported many issues with mismatches within the AFN. After escalation of tickets with Ex Libris, ExL requested a task force with UC to review their testing and make suggestions.
Notes from ExL/UC AFN Task Force January 2022 meeting
ExL suggested to uncheck the “locate by metadata” in each of the UC locate profiles in the NZ & distribute to IZs. ExL testing indicated this setting should reduce the mismatched and nonsupply issues reported to ExL. UC assumes the testing was done on the specific examples provided in salesforce cases and may not have included regression tests.
Options Considered
Option 1 | Option 2 | |
|---|---|---|
Description | Harmonize UCs' locate profiles with unchecked ‘locate by metadata’ | Non-harmonize UCs' locate profiles with ‘locate by metadata’ setting (some locate profiles checked & some unchecked) |
Pros | Ease in understanding effects in overall UC AFN | Compare results between changed & unchanged IZs (may be of limited utility due to other differences between UCs) |
Cons | non-changed IZs with all ‘trash’ mismatches in lending queues non-changed IZs may have larger lending queues (due to more/continued mismatches) mismatches being filled with incorrect material from non-changed IZ mismatches hold up sending out borrowing requests from other campuses to WSILL (delaying patron requests) |
Dependencies
Questions to consider
How to ascertain effectiveness of change?
fewer mismatches overall?
fewer nonsupplies in WSILL?
How to disambiguate between mismatches & nonsupplies (in tickets?)
for cases that were successful, do those continue to be successful?
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
|---|---|---|---|