Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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

2

Draft Fulfillment Configuration Forms

https://drive.google.com/drive/u/3/folders/1lyS4bL08ilj-07tvrGhm3VYxz5sksJEY?ths=true

Questions about the form to discuss:

  1. In the 1(1) spreadsheet under the Received TOU tab, Policy item 7: Personal Delivery.  Is this the “turn on” policy for enabling DDS through the AFN, or for a local UC to be able to test how it works through the test load environment.  Can it be set to either All, Home or Office (not sure which one is best) for the test load to give UC’s who want to test it the availability? And those who don’t can simply ignore this.

  2. In the 1(1) spreadsheet under the Loan TOU tab, Policy type 8: Is recallable. This is set to false. I know there are other rules that feed into this, but it is confusing how it is listed. Does this mean the lender cannot do recalls through the AFN, or is it set like this to prevent wacky things from happening such as having a UCR user request a recall from UCSB to be delivered to UCI, for example.  I’m assuming we only want the lender (that is the lender circulation department)  to have the ability to recall their own books, and no one else. Is this something that needs to be tested in the test load to make sure a “third” party cannot recall someone else’s book? Thanks for the clarifications.

All

  • Draft AFN form should be due January 22, 2021. This is the same week that the draft config forms for III, WMS, and Voyager campuses are due.

  • ExLibris can review and discuss configuration questions before due date. 

  • User group for campuses already on Alma will be added manually into Alma configuration.

3

Questions from UCI

  1. Patron Records: A UCR user walks in and checks out a UCI book. UCI uses the replicated patron Alma record provided by the UCR Alma to check out. Will UCI  be able to add notes locally to another UC’s patron record? In this example the UCR user. (e.g. They left their ID card or we waived fines and told them it was one-time only.)

  2. Billing: In the fulfillment network If a UCI student loses/damages a UCLA book, is the issue of the charge in between the UCI student and UCI or the UCI student and UCLA? What if a graduation hold/fine needs to be placed on the UCI user.? Does UCI do that or UCLA?

  3. Will replacement costs be harmonized?

  4. How will the recharge process happen?

All

4

Decisions Pages

(TEST Load) Strategy for Resource Sharing with WorldShare ILL

Any updates from Joe’s testing

Joe

  • Update from Joe: Supplier of last resort" workflow is now working in the Vanguard. The requests go to the test version of VDX (https://ucill.vdxhost.com:8443/vdx/). The borrowing library has to be Powell or YRL; the request should be for a monograph loan; the patron must have a barcode set (there is one set on the Academic user). And of course the request must not be available in the Vanguard.

5

Group Testing Session

We’ll be spending this meeting testing together.

https://docs.google.com/document/d/15JkA3P8hBqoVmxswqNIsCX1evnOBywujk7CHyclL2b0/edit

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

6

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.

7

RLF Ghost Records Discussion

Records Retained for Items Deposited in RLFs

This decision will be worked out throughout the test phase.

8

DDS Decision Page (Test Load) Document Delivery Service (DDS) Setup

Config forms - local campuses

9

Harmonization work

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

10

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 https://drive.google.com/file/d/1MbLg08j5grFfaCMGQ9Pde1UBmw06UAqf/view?usp=sharing )

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.

  • No labels