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

• Digitization Meeting w/ Ex-Libris will take place on the 27th during the office hours times. Our tightened up questions will be due May 13th.

• Drop down locations decision page sent to Discovery for review.

My ILL

(Go-Live and Post go-live) Alma/VDX Workflows

Joe

• We have a proof of concept now and the batch process is being developed. We think this can enable us to stop using My ILL Requests if:

1. The patron can get a link to their digital item by email and/or in Alma.

2. There is a valid renewal workflow for VDX items in Alma.

3. The patron can cancel the request in Alma.

Joe sent out a draft of the Alma/VDX decision page for feedback.

Once requests are cancelled by staff they are no longer visible to the end-user and can be deleted with a job.

Cancelled requests can also be selected in facets and deleted as a batch.

Sequence:

Receive a request in VDX. Two requests enter Alma. At night, the extraneous request will be cancelled.

Patrons can see the request in My ILL, they can cancel it (won’t cancel it in Alma). Similarly, requests cancelled in Alma won’t be cancelled in VDX.

Some lingering requests might require that we keep My ILL until at least post go-live. Perhaps until around October.

One request is created by the form, the other request is created by NCIP. We are trying to keep and move forward with the NCIP request.

The original request captures the delivery location data. This might mean that we aren’t able to support delivery of items going through VDX to other campuses.

Group Testing w/ ILL Ops

https://docs.google.com/document/d/1ynosM0HTkDpaGveS5XR3M1CqUIsk7CvL/edit#heading=h.gjdgxs

https://docs.google.com/document/d/1eB1E2rMN7ArUqYnUZqfHYKLrCorI-888l34PdhMuA5w/edit

All

No OCLC Number:

Test 1 Barcode: AA0009445420

Request placed.

Request went to SRLF to be Picked From Shelf.

Scanned in barcode. Item appears to be routed to UCSD.

It looks like the item has a ghost record from another campus. These records will be suppressed later.

Barcode was scanned in. Alma presents the ability to Quick Print the shelf slip.

Trying another request:

Arioso Wind Quintet (Sound recording)
1993
9980494273606533 Barcode:B0000494245

Request placed. Scanned in at SRLF.

Item scanned at UCSD. Appears to be a success.

Proposed Lending Workflow:

Looking up an item at UCD from UCLA. Requesting an article from “Beekeeping”.

The Description drop down tends to create some weird outcomes.

Specifying volume 78 and page numbers 43-58.

Request sent.

UCLA: All of the details are in the item, under Resource Sharing Borrowing Request.

UCD: Request arrived at UCD.

Jason posted a thread on basecamp about getting a test print of the pick slip configured.

The operator could route this request through the digitization department. This requires selecting the correct holding with matching barcode.

Instead, the operator can go to Print Digital Documents. Scan in the request barcode and attach the file on the same screen. Then click Done.

Looking up the request again, it shows as having been completed.

The system will then sound out a full digitization letter including a URL to access the item.

If the digitization letter is not altered, Alma will try to make the whole line containing the URL a hyperlink.

Article exchange seems to have a higher attachment limit than Alma.

Parking Lot

Members can add to the parking lot issues that they feel need to be considered or tracked.

Manual Blocks Basecamp ticket updated

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

Check basecamp ticket to see if Svetlana came up with answers to our questions

All

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.

RLF Ghost Records Discussion

This decision will be worked out throughout the test phase.

DDS Decision Page

Config forms - local campuses

Will need to be tested during the Test Phase

x/x