2021-12-09 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

• Google Drive Cleaned Up, and Phase 4 Handoff documents were completed and submitted for our FG on 12/3

Proposal for enabling resource sharing support

https://docs.google.com/document/d/1kiUtV7iS3-4VTsKJL3uQiCPHogvlTHJQQVbM-slpPHI/edit?usp=sharing

(Post Go-Live) Enable System-WideResource Sharing Support

• After having checked with local teams about this, vote on the revised decision page.

Joe/Alison

Discussion about suspending AFN Lending During the holiday break

All

Self-Check Machines Decision Page

• Post-Go-Live- Set Patron and Item Barcodes to Unique for Self-Check Machine Borrowing of AFN Items

• Borrowing AFN items via self check machines https://exlibrisgroup--c.visualforce.com/apex/VF_Case_WithoutJira?id=5004y00001hJ3PiAAK

• Test checkout in the Sandbox

• Vote on decision

All

Discussion on How to Handle Lost UC ILL Items

Post-Go-Live- Decisions on How to Handle Lost UC ILL Items

• What to do/length of time to search

• Who to contact

• Who is responsible

All

Current issues to trackdiscuss/test

• Patrons Receiving an Item Shortened Due Date letter in error setting off a recall billing situation. https://support.proquest.com/s/case/5003r00001RZq53AAD/patrons-receiving-item-due-date-shortened-letter-in-error

  • Ex-Libris sent to Development to review

• Books received in VDX are getting an Alma expiration date several days before the local due date https://support.proquest.com/s/case/5003r00001RJZseAAH/books-received-in-vdx-are-getting-an-alma-expiration-date-several-days-before-the-local-due-date UCLA is still working through this with Exlibris. No resolution yet.

  • Ex-Libris has changed this to Tier 2 analysis

• Chapter/Item Title Mismatches - UCSC submitted a ticket, and FG is meeting with Svetlana about questions around the locate profiles configurations

  • case #01003210

  • Testing/reporting currently happening

  • Alison submitted an escalation case for 05305139 talking about various levels of support and contradictory answers received from Ex-Libris

• AFN requests for RLF materials auto-cancelling and moving to UCLA and UCB, but ILL staff unable to see the requests on their end causing queues to grow https://support.proquest.com/s/case/5003r00001RMbcCAAT/requests-not-showing-up-in-alma-affecting-ucla-and-ucb

All

Parking Lot

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

Decision on how library identifies library use only material borrowed via AFN

Band vs. Flag?

Special Wording?

Template creation volunteers? ILL OPs?

All

• The RLFs and ILLOps should be consulted when talking about banding.

• NRLF building use only items, there is an item policy and TOU allowing items to be circulated to the other UCs if requested. It’s unclear whether or not they can be set up for a “reading room” location delivery only.

• Circulating “non-circulating items” through the AFN could be tricky.

• No one has been able to push an AFN item into a reading room. We’ll get another meeting set up to figure out how to make this happen.

• There’s a box to check when setting up a “Library” in Alma to allow it to handle items from other institutions.

• We might all need NZ TOUs for non-circulating items.

• The Discovery FG is working on suppressing Special Collections from the Get It functionality.

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.