2021-5-13 Fulfillment & ILL FG Meeting notes

Date

May 13, 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
Manual Blocks (04 ILL and 05 All) Applied Locally for Users
No OCLC Number- Available Title Direct FN Request From SRLF
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

  • 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.

 

 

Elizabeth will send in finalized questions today.

 

2

Changes to the AFN for Go-Live Discussion

(Go-Live) Temporary Changes to the AFN for Libraries/Services Closed During COVID

What functions will we need to temporarily disable at each campus?

Do we want to test anything day 1, then disable?

 

All

  • ILL Ops is creating a spreadsheet to surface when services will be coming online.

  • Information can be added in the relevant decision page.

  • This group will put together some tests for locally turning off some services.

 

 

 

3

Decision Page Vote

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

Batch process/Keeping My ILL at least post-go-live

 

Joe

  • There are some questions around keeping Alma and VDX in sync. Different campuses have different approaches to this. Especially around renewals.

  • Approved this decision page.

Joe will strike the portion of the decision page related to “Renew Workflow” and reference another decision page instead.

 

4

AFN-Resource Sharing-Multi-Volume Monograph problems

https://3.basecamp.com/3765443/buckets/15553579/messages/3747769701

Vote to get rid of the description field? (we can turn this off ourselves)

One-volume-per-request policy (instead of patrons requesting multiple volumes in a note, as they do now)?

 

All

  • There might be some options that include making certain fields mandatory in the Resource Sharing Form.

  • Requests populate with the title of the Serial not the article title.

  • Requests can’t be placed for a single volume.

  • The comment field doesn’t appear to go through when placing requests.

  •  

  •  

 

 

5

AFN Blocks

Will we all be configuring the AFN Overdue block as overridable or not. If so, at what role level?

  • All

  • None

  • CIRCDESK

  • OPERATOR

Re-run test for 05 block

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

 

All

 

 

 

 

6

Loan Period Harmonization for Go-Live

(Go-Live) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network

 

All

 

 

 

 

7

Group Testing w/ ILL Ops

 

https://docs.google.com/document/d/1WOelxmH3L0lDQYKZu683FKZ-DIjHCe9NfwJojyp5bMw/edit#

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

https://docs.google.com/document/d/14qTTJFzufw2eEHGNwQlihU0eAYLPYbtg/edit

https://docs.google.com/document/d/1owqWoFJjeNElh1tO6_asCL0uGNtLJQ2f/edit

https://docs.google.com/document/d/1YSeipVTugrgfvMjVsohNJWQk4oaIAnIz/edit

 

All

 

 

 

 

 

8

Parking Lot

 

 

 

 

 

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

 

 

9

Manual Blocks Basecamp ticket updated

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

https://docs.google.com/document/d/10VbI85urpPpFWYfpTputsYt4NUUuvjHa/edit#heading=h.30j0zll

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

 

All

 

 

Elizabeth will get back to Svetlana.

 

10

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.

 

11

RLF Ghost Records Discussion

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

 

 

This decision will be worked out throughout the test phase.

 

 

 

12

 

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

Config forms - local campuses

 

 

Will need to be tested during the Test Phase

 

 

13

 

Total

x/x

 

 

 

 

 

Future agenda items

 

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