2021-6-10 Fulfillment & ILL FG Meeting notes
- Elizabeth Rodriguez (Unlicensed)
- Joe Ameen
Date
Jun 10, 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 | Decision Review and Vote | Review/Vote/Send to ICs (Go-Live) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network - Basecamp opened regarding changing to open days, harmonization, and what can/can’t be changed at the IZ level https://3.basecamp.com/3765443/buckets/15553579/messages/3832319657
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| All | Harmonization of Loan Periods…: Hold Shelf Period: Currently 7 days refers to open days. Overdue Recall Fees: ExL recommends that we have completely separate TOUs if we don’t have a harmonized amount. Recommended Renew Workflow…: Decision page has been added as a recommendation for campuses. Jason will add some additional information.
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| Elizabeth will reach out to ExL and see if we can break only the Recall Fee TOUs. |
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| 3 | To Do For Go-Live |
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| Alma “On Hold Shelf Letter”: Campuses should add their contact information to this page. Some campuses are bringing the AFN online at go-live, they might need this messaging right away. Campuses not joining the AFN until they are fully open, post special COVID responses, don’t need to add text related to that situation. The added text would go at the bottom of the Hold Shelf Letter and include pick-up instructions. Coordination with CDL and OCLC During Migration: This document outlines what will occur as we cut-over. There might need to be an additional line added for Merced’s Circ freeze which will be just a few days. Production testing can begin July 23. Worldcat will become Basic Worldcat (BWCD) on July 27. Request will be replaced by “Get it at UC”. There is also a section for campuses to provide information on the Circ Freeze.
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| Campuses should take a look at and add information to “Coordination with CDL and OCLC During Migration.”
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| 4 | 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 | Item was requested from UC Davis and theoretically went to NRLF. There may be a delay. It appears that Berkeley will show up in the ROTA for items that are held by NRLF and need to be cancelled twice if the item can’t be supplied. Trying this again with a request from UCLA. It looks like the ROTA is working as expected, except for NRLF. Elizabeth will test this with SRLF specifically.
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| 5 | 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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| 6 | 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 |
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| 7 | 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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| 8 | 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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| 9 |
| 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 |
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| 10 | RLF Ghost Records Discussion |
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| This decision will be worked out throughout the test phase. |
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| 11 |
| Total | x/x |
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Future agenda items
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