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.

Viewing Network Activity (shared patron loans and contact information)
UC User With No First Name in their IZ record
Add/Delete/Save Data to Patron Record
UC User Stub Record Shared Information Fields
Manual Blocks (04 ILL and 05 All) Applied Locally for Users
No OCLC Number- Available Title Direct FN Request From SRLF
Walk-in user from other UC (Faculty)
Proxy Walk-In User from Other UC
Walk-in user from other UC (Blocked User)
Patron renewal in Primo
Digitized Article AFN Request
Patron With Expired Account (Account Renewal/Item goes to Lost and Fee is Charged)
Available Monograph AFN Request
Patron Request for Item (Pickup from alternate location/expired hold)
North to South/South to North Rota Test
AFN Monograph Request- Not Filled
rlf non-circ/building use item request using AFN
Fines/Fees Graduate Student
Due date when a library is closed

Absent

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

1

Check-in/ Updates

PPC meeting updates and review of any action items from last meeting

Quick share of any local team updates.

 

All

  • This group will skip the July 1 meeting.

 

 

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

 

  • (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.

    • Check-in, ready to approve?

 

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.
This means that institution can always use them when needed.

Two opitions:

  • create additional rule/s in the NZ with other variations for the policies;

  • institution create their own rules where they have defined "

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.

 

 

 

 

  • Harmonization of Loan Periods…:

    • Approved

 

 

3

To Do For Go-Live

 

 

  • Campuses should add missing information to these forms by next Thursday for approval.

 

 

 

 

 

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.

 

 

 

5

Parking Lot

 

 

 

 

 

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

 

 

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

 

 

 

 

 

 

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

 

 

 

 

 

 

8

 

Total

x/x

 

 

 

 

 

Future agenda items

 

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