2021-6-17 Fulfillment & ILL FG Meeting notes
Date
Jun 17, 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. |
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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: “I would suggest to keep NZ rules unchanged. Two opitions:
Recalled Overdue Fine" as desired. Let me know how you want to proceed?” It sounds like the NZ rules can be overridden by a local rule handling these fines. There is some confusion relating to whether or not the NZ TOUs will pull defaults from the local campus or not. We are asking for clarification in Basecamp.
Recommended Renew Workflow…: Group added instructions to the recommendation page.
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3 | To Do For Go-Live |
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4 | Group Testing w/ ILL Ops | AFN Alternate Pickup Location Issue- All Campuses https://3.basecamp.com/3765443/buckets/15553579/messages/3864854967 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. -ILL Ops tested this earlier. The problem was filling in information in the volume field. |
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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 | Basecamps and 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 |
| 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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8 |
| Total | x/x |
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Future agenda items
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