2020-10-15 Fulfillment & ILL FG Meeting notes

Date

Oct 15, 2020 11:00 AM

Attendees

@Mark Marrow , UC Berkeley
@Jason Newborn , UC Davis
@Linda Michelle Weinberger , UC Irvine
@Elizabeth Rodriguez (Unlicensed) , UCLA
@Sahra Klawitter , UC Riverside
@Micquel Little (Unlicensed) , UC San Francisco
@Scott Hathaway , UC Santa Barbara
@Joseph Ferrie , California Digital Library
@Joe Ameen , UCM (Liaison) Note Taker
@Kristen Cardoso (Unlicensed), UC Santa Cruz
@Judea D'Arnaud, UC San Diego

Absent

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	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 3rd party integrations meeting next Thursday during our normal meeting time. Is everyone planning to attend, or do some want me to keep our normal meeting time so they can test together? This meeting will take place next week.
2	Group Testing Session	We’ll be spending this meeting testing together. Monograph request via Automated Fulfillment Network- we should plan to run through the test with two sets of vanguard institutions, since Joe and I tried UCB+UCLA, and we hit a snag at the end. https://docs.google.com/spreadsheets/d/1bUjEXKsrlnxASwoYzjm-DmZNpAAnxUge5eR0o9rXDsI/edit#gid=103680270 https://drive.google.com/drive/u/3/folders/1S_UJPBKDBbhIr2C-jEi05_r4076SkQJE?ths=true		All	Elizabeth and Joe were able to do some testing. Specifically requesting items from Berkeley to UCLA through Primo. They were able to get the request from Berkeley to UCLA but didn’t pass barcode or holding information. Something is inhibiting checkout. Troubleshooting “Get from other institutions”. Looks like the system is communicating properly. Something is not working at UCLA. Most of the actions will have to be done by the patron through Primo. Elizabeth will send out a Doodle poll to set up additional times for testing.
3	Parking Lot				There are some questions around what other things this group might add to the parking lot. Expiration dates and whatnot. We may need to revisit our discussion regarding what fields are passed between campuses in the Network Zone. (Name, email, expiry date, etc.)	Members can add to the parking lot issues that they feel need to be considered or tracked.
4		DDS Decision Page (Go-Live) Document Delivery Service (DDS) Setup Config forms - local campuses
5	Harmonization work	Continue our discussion from last week and come up with loan periods to propose for fulfillment network/locally
6		Total	x/x

Future agenda items

Form requested by Ex Libris: what is our role in completing the form? what is the role of local implementation teams? (see )

Discussion with Discovery team about naming/labeling of UC Interlibrary Loan button.

Should we modify our decision page to recommend “Lender of last resort” as the preferred ILL integration model.

SILS ILL CKG and/or town hall resource sharing demo.