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

• Sent to ICs

  (Go-Live) Policies for Resource Sharing Forms

  (Go-Live) Recommendation for Fulfillment Staff Profile Roles

• Disable photocopy request on resource sharing form for all campuses? Ex-Libris did for UCB https://3.basecamp.com/3765443/buckets/15553579/messages/3797896375

• Members should let Joe Ferrie know if they want to continue fulfilling orders via VDX. Individual campuses can make this decision.

• ExLibris will be suppressing the sign-in option during the freeze.

• Elizabeth will add to the photocopy request thread on Basecamp asking them to remove it for everyone.

Decision Review and Vote

Review/Vote/Send to ICs

(Go-Live) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network - open days discussion and $5 recall fee

Ex-Libris changed the NZ borrowing TOUs related to resource sharing requests to unlimited for us. It was an NZ adjustment. Last meeting, everyone voted to change both to no limit.https://3.basecamp.com/3765443/buckets/15553579/messages/3828639337

(Go-Live) Format of Item Owner drop down list (Item Checkout Screen in Alma and Resource Sharing Request Form)

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

All

Format of Item Owner drop down at checkout:

Discovery FG is polling their members.

Harmonization of Loan Periods and Blocks:

There are some questions around who can and should be editing TOUs related to the NZ.

Document Deliverity Service (DDS) Setup: This will be put forth as a recommendation for setup.

-Elizabeth will change the recall and hold shelf lengths to 7 open days.

-Elizabeth will put in another Basecamp ticket for ExL clarifying whether or not FG members can change some of the NZ TOUs.

To Do For Go-Live

• (Go-Live)Alma "On Hold Shelf Letter" notice details

• (Go-Live) Recommended Renew Workflow for VDX Requests

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

All

Go-Live Renew Workflow for VDX Requests:

A few of the campuses handle this similarly. Some of the group members with experience using Alma and VDX will provide information to Elizabeth for the Decision Page.

Go-Live Alma “On-Hold Shelf Letter”:

Davis is working on some code to insert a contact information block into the letter.

It could be possible to create an XSL file that could provide pickup information for each campus. This would require some management and update.

There are two google docs that require information from each campus. They are located in the FG Google Drive.

-Revisit the “On Hold Shelf Letter” topic next week.

-Jason and Scott will write some workflow documentation outlining how campuses might handle renewing VDX items. Elizabeth will add this information to the Decision Page.

-FG members should add their campus information to the documents provided by Jason in Google Drive.

Group Testing w/ ILL Ops

https://docs.google.com/document/d/1W4gbt1UFYLmIgCVYCpO-_vZ5vp98WNgdolUojyEoKdE/edit

We can test the second one using the checkouts from the first test

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

All

Parking Lot

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

Digitization Kinks

Just keeping these here so we don’t lose track: https://3.basecamp.com/3765443/buckets/15553579/messages/3747769701

https://3.basecamp.com/3765443/buckets/15553579/todos/3734877569

Salesforce Case Submission- Digitization and Basecamp Tracking

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

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.

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

RLF Ghost Records Discussion

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

This decision will be worked out throughout the test phase.

x/x