2021-10-14 Fulfillment & ILL FG Meeting notes
Date
Oct 14, 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
@Joseph Ferrie , California Digital Library
@Mallory DeBartolo (Unlicensed) , UC Santa Cruz
@Judea D'Arnaud, UC San Diego
@Elizabeth Rodriguez (Unlicensed) , UCLA
@Scott Hathaway , UC Santa Barbara
@Micquel Little (Unlicensed) , UC San Francisco
@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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2 | Meet w/ Svetlana | The UC-wide "Fulfillment and ILL Functional Group" (FFG) would like to better understand some of the AFN configuration decisions that ExL made
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| All | There seem to be two big problems with the AFN. There are mismatches and false negatives where there is no match and requests kick out to VDX. Alma should be searching using metadata when the system cannot find the record ID. It is not confirming that all fields match. ExL suggests that we remove the ucnetwork Username and Password from the Locate Profile Details. Then test again. The locate fields algorithm is unknown. It was recommended that we do not use the Alma Network checkbox. “Selecting that means we search against the network zone only, and not the members of the network. That means that we won't be searching titles that you may not have contributed to the network zone for various reasons.” It is unclear what the username and password in the Locate Profile Parameters do. Testing can be done in the sandboxes. Borrowing requests usually have a little blue “i” on the right hand side. Items created by internal users will identify the user. External requests will just say “System”. A lot of items aren’t finding a match and are going straight to lender of last resort. Svetlana will work with ExL to answer some questions about the configuration. Open questions: -how does author matching work? -How does that Locate Profile algorithm work?
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| Adjust locate profiles and test different scenarios to identify which use cases create issues. This would include removing the username and password in the Locate Profile details. If there are mismatched requests that come in where the ISBNs do not match, a case should be opened. Individuals should check their sandboxes against the production environments and bring them up to current. ExL would like a list of current cases open.
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3 | Approach to handling VDX requests when a request is cancelled or renewed in Alma | Recommendation Page (Post-Go-Live) Support for Patron-Initiated Renew and Cancel of VDX Requests in Primo VE |
| Joe |
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4 | Current issues to trackdiscuss/test |
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| All |
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5 | Parking Lot |
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| Members can add to the parking lot issues that they feel need to be considered or tracked. |
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6 | Postmortem | https://docs.google.com/document/d/1iJflrdtJqr3qixfcb0N9qWXkFAhjpp-tg8s4ZePPOqU/edit Let’s give ourselves another week for this. |
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7 | Decision on how library identifies library use only material borrowed via AFN | Band vs. Flag? Special Wording? Template creation volunteers? ILL OPs? |
| All |
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8 | 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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Future agenda items
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