2021-7-22 Fulfillment & ILL FG Meeting notes
Date
Jul 22, 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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| Members should update the “Dates scheduled for events related to resource sharing VDX integration…” page to keep it up to date as plans change.
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2 | Resource Sharing Test Plan for Go-Live |
Testing Plan: https://docs.google.com/document/d/1H1mdwLWxGUmzasLUVYseTDwlECKUKV8MyPQvPmrOzes/edit https://docs.google.com/document/d/18rYglGNrZ1RTJ_XCGxwCQHVRLhIh-VLQLbhz93TUJSY/edit Scott added this test using an ALA request in VDX https://docs.google.com/document/d/1FxnVKP-mF4c0vrEaAFFsqidngdC17W6AAZyni-sLsnE/edit?usp=sharing Joe would like help reviewing and improving this AFN test. The original he was working from was lacking detail about how to perform each step. |
| Joe | There will be considerable testing on the fly for those campuses turning on Resource Sharing starting on day one. Workflows different than those tested in the previous phase may create hiccups or delays. Individuals should contact Joe Ferrie as soon as they can to sort that out. Joe is waiting for approval from the ICs to turn on NCIP after go-live. Testing will likely begin sometime on the 27th. There will be a Doodle poll to help schedule testing between campuses. Individuals can also use SILS Slack channels to coordinate. |
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3 | To Do For Go-Live |
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| All | This should be tested after Go-Live. There will be issues with how the AFN handles letters. They generate from the lender instead of the pickup location. This might be something to request as an enhancement.
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| Jason will make some changes to the “On Hold Shelf Letter” form.
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4 | My ILL Link in Primo | Leaving as a placeholder for Elizabeth to do. (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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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. The AFN will be turned on or off for institutions that aren’t lending. If a campus only wants to handle digital materials, they will probably have to cancel requests for physical items.
| 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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