2021-5-20 Fulfillment & ILL FG Meeting notes

Date

May 20, 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 questions were submitted last week

 

 

 

2

Resource Sharing Forms Recommendations

(Go-Live) Policies for Resource Sharing Forms

Includes Description field removal from forms

 

All

Recommendations came from user testing. Recommendations are listed in the decision page. Configuration instructions are included as well.

We’ll have to ask about the pick-up locations item in Basecamp.

Services need to be replaced for certain user groups as well.

 

 

 

 

3

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 working on a document separate from the document linked to the left.

Elizabeth will add additional rows to allow for more specificity.

 

 

 

 

4

AFN-Resource Sharing-Multi-Volume Monograph problems

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

Svetlana is still looking in to this. Will link to questions for our Digitization Meeting as well.

 

All

Elizabeth will take questions from basecamp and link them to our meeting notes for next week.

 

 

 

 

5

AFN Blocks

Re-run test for 05 block

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

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

  • All

  • None

  • CIRCDESK

  • OPERATOR

Will add this decision to the Harmonization for Go-Live page

 

 

All

Alma shows “No available services” when a blocked patron tries to ILL an item. Buttons to initiate ILL do not appear.

Second test looking at ability to circulate an item locally to an AFN patron with a block on their account.

Blocks should stop the patron from even being able to place a request.

Local blocks generated from exceeding cash limits don’t transfer to the NZ.

We’ll add no over riding to the decision page for voting.

 

 

 

 

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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