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.
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 | To Do For Go-Live |
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| 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:
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| 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. |
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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
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| All |
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| Elizabeth will draft a recommendation page related to the My ILL button. |
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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
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| All |
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5 | Parking Lot |
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| 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. |
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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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