2021-8-26 Fulfillment & ILL FG Meeting notes

Check-in/ Updates

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

Quick share of any local team updates.

All

• Strategically placed Reminder for Elizabeth to record Meeting

• Today we’re just checking in with each other and using the time to complete any tests we may not have gotten to yet.

• The meeting on the week of September 2 will be cancelled.

Resource Sharing Forms Harmonization Decision

Review

(Post-Go-Live) Harmonization of Copyright Statement on Resource Sharing and Digitization Request Form

(Post Go-Live) Policies for Resource Sharing Forms -Already decided

FG members will communicate back to the group once changes have been made to the form.

All

• It seems like most of the campuses are using very similar language that has been around for decades.

• The copyright declaration can be found at: Configuration Menu > Fulfillment > Copyright Management > Copyright Declaration.

• Elizabeth will send this decision page out via e-mail.

Current issues to discuss/test

• https://3.basecamp.com/3765443/buckets/15553579/messages/4027377301

All

• UCLA’s IC put in a ticket for the non-UCLA patron ending up in the VDX queue.

• Joe heard back from Ex Libris about the problem of expired requests arriving at AFN pickup locations. This has been sent to development for further analysis, but the workaround in the meantime is to deactivate the Expired Resource Sharing Requests job. He shared this info with the ICs as well.

• There is a response on Basecamp about how to attach a different item to a request. ExL was able to do this in the sandbox environment.

Recording for Salesforce Ticket

Preferred Pickup Location Error When Patron Chooses Owning Campus as Pickup- need a recording between two campuses for this

My ILL Link in Primo

Leaving as a placeholder for Elizabeth to do.

(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.

Parking Lot

• Jason has a manual for Alma resource sharing geared towards student assistants that he can share if there are any questions.

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

https://docs.google.com/document/d/1H1mdwLWxGUmzasLUVYseTDwlECKUKV8MyPQvPmrOzes/edit

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

x/x