2020-08-04 Fulfillment & ILL FG Meeting notes
Date
Aug 4, 2020 11:00 AM
Attendees
@Mark Marrow , UC Berkeley
@Jason Newborn , UC Davis
@Linda Michelle Weinberger , UC Irvine
@Elizabeth Rodriguez (Unlicensed) , UCLA
@Sahra Klawitter , UC Riverside
@Micquel Little (Unlicensed) , UC San Francisco
@Scott Hathaway , UC Santa Barbara
@Kristen Cardoso (Unlicensed) , UC Santa Cruz NOTE TAKER Backup
@Joseph Ferrie , California Digital Library
@Joe Ameen , UCM (Liaison) Note Taker
@Judea D'Arnaud , UC San Diego
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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| Everyone should prep for the August 6th meeting with the training materials below: Training materials I believe we have seen most of these already. In addition to those recommended below I think that the following article is of interest:https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/020Circulation_Desk_Operations/Automated_Fulfillment_Network_Requests_(AFN)Fulfillment Networks training materialshttps://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_SharingThis course includes the following sessions:
Everyone submit any questions you have for the UCI DDS demo by Aug 10th at 5pm https://docs.google.com/document/d/1T6Qf8CuLqz5PUYbxuD-6kkOMYcGk01mzUD7qb3taqhg/edit |
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2 | RLF Meeting with ExLibris | I’ll be asking the ICs to set up a meeting in 2-3 weeks with members of our group and reps from the RLFs to discuss their setup in the fulfillment network.
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| All + Cathy Martyniak (SRLF) and Lynne Grigsby (UCB) | There has been mention of remote storage in the training materials but that might not be the best fit for our use case. The RLFs may be need to configured so that they are included in the IZ for some campuses. It might be that they “look” like a library at UCLA or Berkeley. A meeting with Ex Libris to discuss the RLFs might need to go beyond Fulfillment to include Discovery and Resource Management. It might be that a first meeting with Ex Libris would be to explain what the RLFs are and how they function. With the possibility for subsequent meetings for specific FGs or groups of FGs. The limitations of Ex Libris may mean that some previous workflows are no longer possible. VDX will be retained for ILL past go-live for ILL outside of the FZ. Questions include:
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| Elizabeth will work with Caitlin to set up a meeting to discuss RLFs with Ex Libris. |
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3 | Configuration Meeting Debrief | Check-in after meeting before ours to see if there’s anything new we need to be aware of as we do the configuration work in August |
| All | There is a Decision Page highlighting what sections individual campuses should hold off on filling out in order to harmonize. It appears that the Fulfillment tab on the configuration form is to be filled out individually. The group would like to proceed with some harmonization. This may take place once the vanguard is int he testing phase. |
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4 | Testing in the Vanguard Environment |
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| Vanguard and non-guard FGs will both get appropriate access to test in the vanguard. This is the URL to the Vanguard testing scenarios draft ILSDC has been working on: https://docs.google.com/spreadsheets/d/1dFi7lbwbrXzYd4rr_rlvKcQCT0LRGKw7EzzxcuEgBeE/edit?usp=sharing
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| FG deliverable: List of accounts and roles / permissions needed.
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5 | ILL broker with Alma decision page | (Vanguard) Decide how to integrate an ILL broker with Alma Discuss vote delay |
| Joe/All | Joe is still waiting for some answers to questions submitted through Basecamp. |
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6 | 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 if there’s time |
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7 |
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| 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. |
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8 | Parking Lot | DDS Decision Page (Go-Live) Document Delivery Service (DDS) Setup UCI DDS Demo with Fulfillment and ILL FG Aug 13th meeting |
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| 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. |
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9 |
| Total | x/x |
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Future agenda items
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