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.
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. |
| All |
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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.
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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.
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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.
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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?
Will add this decision to the Harmonization for Go-Live page
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| 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.
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6 | Loan Period Harmonization for Go-Live | (Go-Live) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network |
| All |
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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 |
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8 | Parking Lot |
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| Members can add to the parking lot issues that they feel need to be considered or tracked. |
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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 |
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| Elizabeth will get back to Svetlana. |
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10 | 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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11 | RLF Ghost Records Discussion |
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| This decision will be worked out throughout the test phase. |
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12 |
| 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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13 |
| Total | x/x |
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Future agenda items
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