2021-7-8 Fulfillment & ILL FG Meeting notes

Date

Jul 8, 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

  • @Elizabeth Rodriguez (Unlicensed) , UCLA

  • @Joe Ameen , UCM (Liaison) Note Taker

 

Absent

 

 

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

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

 

 

 

2

To Do For Go-Live

 

All

Test suspending AFN lending using UCB; NZ can remove other institutions from rota for the 27th.

Set to inactive in NZ by tomorrow those suspended.

(Go-Live)Alma “On Hold Shelf Letter”:

Any word on Courier service?

-Campuses are working on getting the “On Hold Shelf Letter” set up.

-The option to inactivate the AFN at go-live is an option for those campuses that need more time.

-This letter is important because it specifies pickup locations and process for AFN items.

-This page may need to be re-worked to reflect a policy decision.

AFN for Go-Live:
The active/inactive campus settings can be pushed out from the NZ.
Borrowing will need to be turned off locally.

 

 

 

Jason will make some changes to the “On Hold Shelf Letter” form.
Elizabeth will add some language in the CDL/OCLC coordination page to indicate who will be doing the work outlined on that page.
Elizabeth will add some language to the page on AFN activation indicating that local campuses will toggle borrowing off.

 

3

My ILL Link in Primo

Can we get a recommendation decision page started to pass to Discovery FG?

(Post-Go-Live) My ILL Button in Primo

  • Has any campus already identified a place for this button to live? Already Alma campuses?

  • Our desired placement for the button

  • Could be investigated post-go-live

  • Finalized decision page after investigation from Discovery FG should include any configuration instructions (if something can be set up of course), so other campuses can do their own configuration if desired.

 

 

All

  • It looks like already Alma campuses do not have a “My ILL” button in Primo.

  • Not everyone will be using the UC Davis method for renewals.

 

Elizabeth will draft a recommendation page related to the My ILL button.

 

4

Handling Patron Account Issues

Can we get a decision page started that formalizes our decisions on how to handle visiting UC patrons when their accounts are blocked, expired, etc.?

(Go-Live) Handling UC Patron Account Issues

  • Due date for this page should be July 27th

 

All

  • There is some desire to be able to help visiting patrons address issues with their account if possible.

  • A sub-group is compiling a list of contact information that we can use to try to resolve issues.

  • If a patron is not appearing in the FN, the library may need to contact the home campus.

  • If a patron has a bill on their account, they will have to work with their home campus.

  • There might be some future issues with patrons that need to be merged or manually updated.

  • It’s possible that stub records without all of the required fields might be blocked.

 

 

 

 

5

Parking Lot

 

 

 

Joe Ferrie is putting together a smoke test protocol for July 26. This will include pairing up with someone from another institution.

 

 

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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