2021-1-21 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

All

• Strategically placed Reminder for Elizabeth to record Meeting

Shared Patron Fields Vote

(Test) UC Network Patron Linked Account Shared Fields

All

Approved

AFN Configuration Forms Review

Review forms before the submission of the drafts to Ex-libris on 1/22

Resource Sharing Form: https://docs.google.com/spreadsheets/d/1FWYnyDJHSUEFx7xGzhAwI1hGWGOFroP3/edit#gid=606351973

Fulfillment Network Form: https://docs.google.com/spreadsheets/d/1XcqH7hZ1ug0j8-4nowhunLxUZGAiYqum/edit#gid=1466789450

All

All configurations are for setting up the test environment. Individual campuses can make changes in the future if needed.

Resource Sharing-

Locate Profiles (Alma) - Connecting with non-AFN Alma partners.

Locate Profiles (FN) - Answers harmonized at the top.

Workflow Profiles -

We aren’t setting up for ISO partners

Questions about some rows will be sent to Basecamp.

FN Partners - There are questions around Request Expiration Time and the meaning of the possible choices. We’ll harmonize for test and make a decision for go-live.

ROTA - There was a trick to get the RLFs to be selected first out of the ROTAs. We’ll need to set that up again.

Lending and borrowing TOUs - set same as the AFN. Setting the request limit low enough for test that it’s testable. (20)

IZ RS Library Defaults-

Some fields will need to be filled out be ExL for each campus.

Fulfillment Network -

Some values are put in for testing digitization charges. It is unclear if it is charging the patron or the institution.

Prepping for Test Phase

(Just keeping from last meeting so we all don’t forget when our Test environments are delivered)

Test Phase Fulfill FG Member Prep

This document lists needed roles, role areas, scopes and permissions that we’ll need to set up inside of our IZs.

This would be the minimum setup members need to continue the testing that we’ve been doing.

For individuals with multiple libraries on their campus, this will need to be done for every library.

Testing accounts will need to be created at each campus as well.

Blocks will likely have to be configured locally for each institution.

ILLOps will be helping with testing in the next phase.

The Vanguard environment goes away on December 18.

There are some outstanding areas where responsibility is unclear. This may need to be decided soon and put in writing.

Supplier of last resort will need to be configured at each campus.

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.

RLF Non-Circ items requestable for in-house use

Will need to test in Test Phase

There are some hacks used for library-use only items that can’t be checked out and back in because it will kick off a return process. This will have to be figured out for ExL.

Davis tried creating a “Reading Room” circulation room. This was difficult for circulation staff to manage. There is now a transit step between ILL and the circ desks that allows the item to be checked out again before initiating the return process.

RLF Ghost Records Discussion

(Test-Go-Live) Records Retained for Items Deposited in RLFs

This decision will be worked out throughout the test phase.

DDS Decision Page (Go-Live) Document Delivery Service (DDS) Setup

Config forms - local campuses

Will need to be tested during the Test Phase

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

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