2020-07-23 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

• Reminder- Group votes July 30th on how to integrate an ILL broker with Alma decision page (Vanguard) Decide how to integrate an ILL broker with Alma

Configuration Work

Go over this two week preparation before meeting on the 30th.

• ICs have asked us to take a look at the implementation forms before they are disseminated to campuses. The goal being to identify potentially important areas. This is what we had originally thought we would need to take a look at

  • Fulfillment Tab

  • General Tab (Should pose question to ExLibris about whether or not this can just be local configuration.)

  • Booking Tab (upon further review, we may not need if we’re not allowing borrowing of course reserves)

All

• Configuration meeting with Ex-Libris- July 30th 10-12pm. We should attend. Local representation will be figured out by local IC reps/SILs groups

  • Before July 30th: Review Configuration recorded sessions, guide, documentation and sample form [UCB, UCLA, UCSD, UCSF]

  • Friday, July 31st: EXL will provide a configuration form partially pre-populated (with Migration form inputs) to UCB, UCLA, UCSD, and UCSF.

    • No config for CDL / Network Zone

    • No config for UCSB

  • August 14th- Draft configuration form due

  • August 21st- Finalized configuration form due

Read https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides which includes: 

 Alma Configuration Form

·        Alma Configuration Form Sample – Extended

·        Alma Configuration Form Guide

·        Alma Configuration Form Populator

Implementation Configuration Tutorials

·        01 Introduction to the Alma Configuration Process

·        02 Fulfillment Configuration Approach

·        03 Introduction to the Configuration Form

·        04 Configuration Form: Fulfillment Tab Configuration

·        05 Configuration Form: Libraries and Printers Configuration

·        06 Configuration Form: Circulation Desks and Locations Configuration

·        07 Configuration Form: Users and Item Policies Configuration

·        08 Configuration Form: Policies, TOU and Rules Configuration

Harmonization work

Continue our discussion from last week and come up with loan periods to propose for fulfillment network/locally https://docs.google.com/spreadsheets/d/1-W2psaW6GsgOTD1ByTHRF00bikcnVR6W/edit#gid=1939968629

All

There are some questions around what other things this group might add to the parking lot. Expiration dates and whatnot.

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

Parking Lot

DDS Decision Page (Go-Live) Document Delivery Service (DDS) Setup

UCI DDS Demo with Fulfillment and ILL FG Aug 13th meeting

Feedback received on this:

An additional operation factor may be needed. (Item type)

There needs to be a smooth way to transfer a DDS request into a Borrowing ILL Request when necessary.

Parking Lot

How to integrate an ILL broker with Alma decision page (Vanguard) Decide how to integrate an ILL broker with Alma

July 30th vote date

• Sent to Discovery Team

• Check in with Jason to see if he was able to get some information related to the Davis/HathiTrust integration.

x/x