2021-3-25 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.

Viewing Network Activity (shared patron loans and contact information)
UC User With No First Name in their IZ record
Add/Delete/Save Data to Patron Record
UC User Stub Record Shared Information Fields
Walk-in user from other UC (Faculty)
Proxy Walk-In User from Other UC
Walk-in user from other UC (Blocked User)
Patron renewal in Primo
Digitized Article AFN Request
Patron With Expired Account (Account Renewal/Item goes to Lost and Fee is Charged)
Available Monograph AFN Request
Patron Request for Item (Pickup from alternate location/expired hold)
North to South/South to North Rota Test
AFN Monograph Request- Not Filled
rlf non-circ/building use item request using AFN
Fines/Fees Graduate Student
Due date when a library is closed

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

  • Ex-Libris RLF meeting is set for April 6th at 8am.

  • April 15th- Office Hours for VDX NCIP integration during ILL Ops and this FG meeting time. Will need to cancel so we can attend.

     

 

 

 

 

2

Consortial Block Configuration/Local Limits Configuration Decision

https://drive.google.com/file/d/1FqT97Okki9lCtufyec4a22YrmqnuQaN8/view?usp=sharing

Basecamp ticket: https://3.basecamp.com/3765443/buckets/15553579/messages/3582181846

(Test) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network

 

 

The setup instructions to the left were correct.

  • You need to configure the Network block first it’s not already set up in your IZ, then you add the consortial block

  • These blocks are manual. Svetlana confirmed that there are no automated consortial blocks.

  • If you set up a cash limit for the NETWORK user group in your IZs Patron Limits Table, network patrons will be blocked from borrowing once they’ve hit local limits. File path for configuring this is Alma>Configuration>Fulfillment>Patron Configurations>Patron

 

 

 

 

3

User Account Not Found

From Joe: Ex Libris explained why some user accounts cannot be found from other institutions. The search feature has a setting that allows searching on different patron data, such as first and last name. If the primary identifier is not unique enough, the search gets confused and gives up. There are two possible solutions:

  1. Change the setting to search on primary ID only.

  2. Make the primary identifier more unique (like a barcode) so that they won't look like name fields.

What do people prefer?

 

 

 

 

 

 

4

Group Testing w/ ILL Ops

 

https://docs.google.com/document/d/1EElUfAm8MjJZA5X6z0C_FBJvFipqZB0g/edit

https://docs.google.com/document/d/1T8m1FuYBbJuVvxTYdF5ZFLT4wsDMEbRx/edit

https://docs.google.com/document/d/14VYIW1-ZPYvcxR4Mq2n_LWA-q2ZDcyUe/edit

 

All

 

 

 

 

 

5

Parking Lot

 

 

 

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.

 

 

6

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.

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.

 

7

RLF Ghost Records Discussion

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

 

 

This decision will be worked out throughout the test phase.

 

 

 

8

 

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

Config forms - local campuses

 

 

Will need to be tested during the Test Phase

 

 

9

 

Total

x/x

 

 

 

 

 

Future agenda items

 

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