2021-8-05 Fulfillment & ILL FG Meeting notes
Date
Jul 29, 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
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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| Jason will test different Resource Sharing request form configurations to see if the process can be improved.
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2 | Copyright Check Box | From Discovery: “Discovery FG noticed that the August Primo VE Release Notes mention a new option to add a copyright statement to Request forms. It looks like this statement would have an accompanying mandatory check box.
We recalled that the Request system has a copyright notice and so we wanted to reach out to FFG to see if this was a potential area where campus configuration should be harmonized.” |
| All |
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3 | non-circulating items | (Go-Live) Policies for Resource Sharing Forms Problem: ILL Request link showing up on SPC records with an AEON link - when users are logged in
Limited Solution (put into UC Santa Cruz production): · Using GES and Display Logic Rules to hide the ILL request link on local SPC records. o UCSC can share workflow notes with other campuses if desired. · Note: This does not work for SPC records coming from the Discovery Network in Primo, so at UCSC, even after we put our local solution in place, we still see the ILL request form on other campus Special Collections materials. |
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| Gillian will share some documentation related to items with Aeon links. Elizabeth will bring this up at PPC. |
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4 | Resource Sharing Testing | From Joe- IVEA-cleanup batch process test to make sure that we can cancel borrowing requests without sending a patron notification Testing Plan: https://docs.google.com/document/d/1H1mdwLWxGUmzasLUVYseTDwlECKUKV8MyPQvPmrOzes/edit https://docs.google.com/document/d/18rYglGNrZ1RTJ_XCGxwCQHVRLhIh-VLQLbhz93TUJSY/edit |
| All |
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5 | 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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6 | 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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7 | 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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8 |
| 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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9 |
| Total | x/x |
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Future agenda items
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