2021-10-21 Fulfillment & ILL FG Meeting notes
Date
Oct 21, 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. |
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2 | Adjustments to Locate Profiles | Follow-up from last week’s meeting with Svetlana |
| Alison | ExL suggests that we remove the ucnetwork Username and Password from the Locate Profile Details. Then test again. The ‘locate profiles’ have been updated (in both production & sandbox Almas) with the correct Z39.50 username and password (blanked out in all cases) for these campuses: UC Davis UC Los Angeles UC Merced UC Riverside UC Santa Cruz
For the rest, could you please re-send the information (reply to Alison directly is fine) with the values for username and password under your IZ’s Alma Configuration>External Systems>Integration Profiles> Z3950 path If your campus has not filed a case yet, could you please file at least one mis/unmatch to give Svetlana something to investigate? Examples should be specified as mis-matches or non-matches. Case numbers should be shared with the group. Alison will add the systemwide case number to the file so that we can include them in individual campus cases. Screenshots can be captured and linked to SF cases if on a Google doc with a sharable link. It appears that manual borrowing requests aren’t always going through the UC ROTA. Jason and Alison might be able to create a report showing a list of the improperly matched items.
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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 regarding locate profiles.
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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 | Some campuses already have workarounds for handling renewals or cancellations of VDX items in Alma. Some campuses aren’t allowing VDX renewals. A report could be generated showing recent renewals and cancellations. A poll will be in the Slack channel for members to fill out. |
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4 | Current issues to trackdiscuss/test |
Request ID: 6074018490006535 UCSD Patron ID: 105223716 Patron Name: La Mattina, Nicco Title: Literary and philosophical rhetoric in the Greek, Roman, Syriac, and Arabic worlds
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| All | UCSD also has a patron with multiple network IDs. This causes individuals to have multiple items on the hold shelf under different IDs.
Cancelled requests: ExL thought that they had fixed this in the last update. If it’s not working on each campus we’ll have to update ExL.
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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.
Joe Ferrie is looking into why so many Worldshare requests are ending up at End of Rota. Some requests show not enough lenders or too many results. It doesn’t look as though there is one single problem causing this. |
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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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