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.
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. |
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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 |
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| The setup instructions to the left were correct.
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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:
What do people prefer? |
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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 |
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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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