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 the ICs:

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

  (Go-Live) Format of Item Owner drop down list (Item Checkout Screen in Alma and Resource Sharing Request Form) - Ex-Libris made the change for us

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

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

  • Jason and Scott were going to write some workflow documentation outlining how campuses might handle renewing VDX items. The information will be added to the decision page as recommendations of two possible workflows for campuses to consider.

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.

To Do For Go-Live

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

  • FG members were going to add their campus information to the documents provided by Jason in Google Drive.

• (Go-Live) Dates scheduled for events related to resource sharing VDX integration, and services during circulation freeze

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

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.

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.

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

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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