2021-3-18 Fulfillment & ILL FG Meeting notes
Date
Mar 11, 2021 11:00 AM
Attendees
@Mark Marrow , UC Berkeley
@Jason Newborn , UC Davis
@Linda Michelle Weinberger , UC Irvine
@Sahra Klawitter , UC Riverside
@Micquel Little (Unlicensed) , UC San Francisco
@Scott Hathaway , UC Santa Barbara
@Joseph Ferrie , California Digital Library
@Mallory DeBartolo (Unlicensed) , UC Santa Cruz
@Judea D'Arnaud, UC San Diego
@Joe Ameen , UCM (Liaison) Note Taker
@Elizabeth Rodriguez (Unlicensed) , UCLA
Weekly Testing
The Fulfillment FG and ILL Ops should conduct tests with the following scripts in the order outlined below. The AFN will be configured first, then IVEA, and finally NCIP. The groups will aim to test 2-3 during their weekly meeting. Additional tests will be added as needed.
Absent
Discussion items
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions |
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1 | Check-in/ Updates | PPC meeting updates and review of any action items from last meeting Quick share of any local team updates. |
| All |
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2 | Consortial Block Configuration | https://drive.google.com/file/d/1FqT97Okki9lCtufyec4a22YrmqnuQaN8/view?usp=sharing Basecamp ticket: https://3.basecamp.com/3765443/buckets/15553579/messages/3582181846 Ex-Libris meeting time tomorrow to discuss |
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| Elizabeth did some testing with consortial blocks. There will be a meeting tomorrow with Svetlana to discuss how these work. |
| Members should Slack Elizabeth their availability. Those able to attend are welcome to join. |
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3 | Local Fee Setup for Services | Fee Definitions Payment Systems |
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| Campuses are using different systems to process fees. Examples include: PayPal or campus bursar systems (ex: Cashnet) |
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4 | Group Testing w/ ILL Ops |
https://docs.google.com/document/d/1D3UvXMdLvZHWbAdDEimFKOK6OmSTEp9q/edit https://docs.google.com/document/d/1T8m1FuYBbJuVvxTYdF5ZFLT4wsDMEbRx/edit |
| All | User With No First Name in their IZ record: UCD to UCSD. Profile appears to be correct. Can’t update or pull into local system because field is missing. The system didn’t like that there was no first name, address, or resource sharing library. The resource sharing library requirement might be specific to Davis. At UCLA the system still threw an error because there was no first name. The same thing at UCR. It appears that there needs to be something in the required fields, name field in this case. A space or asterisk, for the system to pull the profile across the AFN. Requesting item from UCSD. The item was non-circulating. “Request to sent to partner” Patrons might still be able to request items if they are non-circulating. Submitting another request for an item only available at Doe. Request didn’t appear. Trying with another account that should have all of the needed information in the profile. Requests aren’t going through properly to UCB.
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5 | Parking Lot |
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| Ex Libris may need to help us write a flexible rule for phone numbers to allow for international numbers and different formats. This could potentially be a rule that will accept any string, rather than something specific. It sounds like multiple campuses lost existing recalls and holds when moving to Alma. | Members can add to the parking lot issues that they feel need to be considered or tracked. |
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6 | RLF Non-Circ items requestable for in-house use | Will need to test in Test Phase |
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| 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. This issue does not just apply for LUO items, but specifically to the RLFs. |
| Mark will reach out to Lynne Grigsby regarding this question, and based on this discussion, Joe F. and Elizabeth will start a discussion in Basecamp with Ex Libris if needed. |
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7 | RLF Ghost Records Discussion |
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| This decision will be worked out throughout the test phase. |
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8 |
| DDS Decision Page (Go-Live) Document Delivery Service (DDS) Setup Config forms - local campuses |
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| Will need to be tested during the Test Phase |
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9 |
| Total | x/x |
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Future agenda items
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