2020-08-20 Fulfillment & ILL FG Meeting notes

Check-in/ Updates

PPC meeting updates and review of any action items from last meeting

Quick share of any local team updates

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• STRATEGICALLY PLACED REMINDER FOR ELIZABETH TO RECORD MEETING

Timeline on Confluence: Implementation Timeline

Vanguard dates:

• Sep 4: Vanguard environment with test data is available

• Sep 16: Primo VE is ready for review and testing

• Sep 17: Special meeting to introduce Primo VE

Special topics:

• Aug 20: Data cleanup pre-Alma test load regarding Libraries, Locations, Vendors, and Resource Sharing

• Aug 27: Shared Vendors (and managing e-resources in NZ)

• Sep 21: RLFs - This will be an informational meeting for ExL. RSPG presents to ExL and allows ExL to ask questions. All interested FGs are welcome to attend.

• TBD: Authority Control - Ask ExL for 9/24 meeting date

Fulfillment Network Config Forms Review

Review the entries Joe, Alison, and I have populated ahead of the draft version due date (Friday), and make any edits needed.

The two forms are in drive here:https://docs.google.com/spreadsheets/d/1kqFCJgSNM1JSMdq-RebG4xyAI_K1iwXzxZkoaW5JjSA/edit?usp=sharing https://docs.google.com/spreadsheets/d/11bfR_GrDDuGP2peTaRiDd55UiLNRWatTDJ-6EJqq05c/edit?usp=sharing

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• Reminder that we’ll fill these forms in again for Test Phase.

• Some of the questions are vague.

• Descriptions are located in the documentation tab.

• In the “Members” tab, Column I might list exceptions to the unit codes in Column G.

• It’s unclear what impact the groups on the “Fulfillment Groups” tab will have.

• There are some capabilities in Alma to penalize a patron after they have returned the items.

• There are some questions about “walk-in” patrons and how loan periods are decided.

• UCSD built in shorter loan times with renewals for items that come in with longer due dates.

• If the system defaults to the institution policy, less configuration is required in these forms.

• Fulfillment Group Tab: Group A will contain all Vanguard members.

• Vanguard members will go back in and add information specific to their institutions.
• Elizabeth will ask how fines are assessed for users in “Loan TOU” tab.

Test Plan

This is a sample test plan outline borrowed from the other FGs. We can take a look and see if something like this will work for us. We can cut it down to just our specific needs

https://docs.google.com/document/d/1yj1J_CFVTT0iqTi26rYqy1MFOlXz5P4zmY8KurS77Bs/edit

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Parking Lot

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.

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

Config forms - local campuses

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

Total

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