2020-11-05 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

RLF Ghost Records Discussion

(Test-Go-Live) Records Retained for Items Deposited in RLFs

All

Lynne Grigsby asked if our group could make recommendations regarding ghost records for items sent to the RLFs, as practices differ across campuses. If we end up with direct requesting, we would not want these items to be requestable, and we may not want them to be visible either.

Joe talked to Anna Striker from the shared print program and they need to regularly check for ghost records to minimize duplicates in accounting.

Suppressing in Discovery will not exclude them from the Fulfillment Network, so they will need to be made non-requestable as well.

Need to pull in the Resource Management Group, the Discovery FG, and the RLF group.

The RLF group is on hiatus until January.

Everyone agreed that the draft was ready to go as written, using the terminology of “phantom record” instead of “ghost record.”

Group Testing Session

We’ll be spending this meeting testing together.

https://docs.google.com/document/d/1MkVj-qrujBf3NlLtaTVFzPP1q5Vn7HPpdi3Ce0ZY1bg/edit

• General Electronic Service Request

• Return anywhere in network

https://docs.google.com/spreadsheets/d/1bUjEXKsrlnxASwoYzjm-DmZNpAAnxUge5eR0o9rXDsI/edit#gid=103680270 https://drive.google.com/drive/u/3/folders/1S_UJPBKDBbhIr2C-jEi05_r4076SkQJE?ths=true

All

We can’t test GES Request fully until we have NCIP configured. We can confirm that the request submitted through Primo was successfully sent into VDX.

Micquel asked about barcode and primary identifier considerations for moving from Millennium to Alma. Joe confirmed that patrons can log in using any identifier, but there’s only one patron record in VDX - it gets normalized on their primary identifier.

Currently, the NCIP integration configuration is different on each campus. We may want to harmonize. It may help to attach documentation from existing campuses, such as UCD.

User Experience Subgroup Meeting

Quick update on first meeting and schedule future meeting with our FG

Kristen and Linda Michelle

Will be doing testing in the Berkeley Primo VE of 15 scenarios (3 per person), with the goal of delivering a draft report to our FG on Monday, November 23rd. The two groups will meet that week before the Thanksgiving break, and then deliver the final report to the Discovery FG on Tuesday, December 1st.

Joe and others are interested in also testing email communications if possible.

Everyone agreed to move ahead with the proposed timeline.

Only UCLA is currently set up to enter a patron’s barcode into GES. Joe can set this up for Berkeley, but will need the Administrator role.

Parking Lot

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

• We may need to revisit our discussion regarding what fields are passed between campuses in the Network Zone. (Name, email, expiry date, etc.)

• The ICs were asking for more information about the GES, the decisions around it and how it might be set up.

• There may be a way to use Iliad as a lender of a last resort and tie that into VDX with an adapter.

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

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

Config forms - local campuses

Harmonization work

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

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