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Date

11:00 AM

Attendees

Absent

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

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

  • Reminder: pre-populated configuration forms will be sent to UCB, UCLA, UCSD, and UCSF tomorrow 7/31. The drafts will be due back on 8/14 and the final 8/21

    • UCSB and CDL will not be filling in configuration forms at this time. Answer from basecamp “CDL is not listed for the config form tasks as there’s no configuration form for the NZ. CDL however can/should review all trainings and attend meetings to understand what other consortium members are doing.”

  • Special Fulfillment network session with Ex Libris on August 6, from 10-12.

    • Meeting Agenda:

      • Fulfillment Network Attributes

      • Fulfillment Network – Direct Request

      • Automated Fulfillment Network

      • Configuring Fulfillment Network

      Who Should Attend: 

      •  Those who will be making Fulfillment Network decisions and choices

  • 01 Introduction to Fulfillment Networks Resource Sharing (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/01_Introduction_to_Fulfillment_Networks_Resource_Sharing

  • 02 Walk-In Scenario in a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/02_Walk-In_Scenario_in_a_Fulfillment_Network

  • 03 Direct Patron Requests in a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/03_Direct_Patron_Requests_in_a_Fulfillment_Network

  • 04 End-to-End Staff Workflows for Direct Patron Requests (3 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/04_End-to-End_Staff_Workflows_for_Direct_Patron_Requests

  • 05 Tracking Patron Resource Sharing Activities (2 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/05_Tracking_Patron_Resource_Sharing_Activities

  • 06 Configuring a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/06_Configuring_a_Fulfillment_Network

  • 07 Linking Users in a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/07_Linking_Users_in_a_Fulfillment_Network

2

Configuration Meeting Debrief

Check-in after meeting before ours to see if there’s anything new we need to be aware of as we do the configuration work in August

All

3

ILL broker with Alma decision page

(Vanguard) Decide how to integrate an ILL broker with Alma

Fist of 5 vote for Vanguard

All

4

Harmonization work

Continue our discussion from last week and come up with loan periods to propose for fulfillment network/locally https://docs.google.com/spreadsheets/d/1-W2psaW6GsgOTD1ByTHRF00bikcnVR6W/edit#gid=1939968629

All

5

There are some questions around what other things this group might add to the parking lot. Expiration dates and whatnot.

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

6

Parking Lot

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

UCI DDS Demo with Fulfillment and ILL FG Aug 13th meeting

Feedback received on this:

An additional operation factor may be needed. (Item type)

There needs to be a smooth way to transfer a DDS request into a Borrowing ILL Request when necessary.

7

Total

x/x

Future agenda items

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