Work Plan: Fulfillment

Deliverable	Priority	Target Date	Status	Duration	Resources	Notes

Deliverable	Priority	Target Date	Status	Duration	Resources	Notes
Damaged Item Form & Process	Medium		In Progress		Damaged Item form & process	Waiting for CDL to replicate and host the form Waiting for Privacy Group to determine what data can be shared in the form
AFN Billing (broad topic, might need to be redefined/split up into various smaller topics?) Document how each campus takes payment from other UC patrons What solutions can we recommend?	Low/Medium		In Progress			Point patrons in the right direction for who to talk with at each campus. Don’t know what else we can do with AFN billing unless we’re on the same system… Linked page on website for how to pay/improving each campus' communication to patrons. Stability for billing across campuses? Do we each have a well running machine? bringing billing “in house” and switch to something like PayPal…?
Non-Alma Billing			In Progress			In relation to billing. we haven’t worked out items that are backlogged in VDX (along with items that are still going thru VDX). are we still billing for those items or calling a wash? also items that go into a black hole and never reach their destination or are lent but never come back. unity issue (develop process for tracking these items? I think we discussed this in the past? circle back with RS OST)? who’s responsible? how do we move forward? Subteam working with UCs to close out VDX bills by end of year, and recommend practice for in-transit too long items
Recall Policies (established at each campus and share info out, similar to communication/who to contact matrix) Document practices at each campus	Medium		Not Started			Only the owning institution can recall the item. Not sure what’s there to agree on re: policies since it’s all on the owning institution. We can discuss a “best practices” but there’s not much to harmonize otherwise. what’s the trend? what’s the practices? make patrons aware of various policies from other campuses
Anonymization survey						Identify from each campus what information is anonymized in Alma. I know what we anon, but not about the rest of the campuses. in particular find history and attachments.
AFN User Blocks (coord. with RS OST?)	High	3/31/2026	In Progress	2025		ExL put AFN blocks on their 2025 roadmap, we’ll wait for them to make the next move and then revisit this item. Completed testing of manual Network Blocks Testing of Network Loan & Request Blocks in progress
Harmonization of AFN Policies and Procedures	High	2026	In Progress	2025		Part of this on hold until AFN block case is finalized. Patrons may be charged for an item vs. being blocked.
AFN Analytics	Medium (RS OST currently working on this, F might be consulted as needed)		Complete	Done- will not happen		Discussed 3/27/23. May be reviewed at a systemwide level. Holding on any action for the time being. AFN analytics will not be discussed by the Alma Annual Statistics Analytics Project Team. There’s still a RS subgroup that’s actively looking at AFN analytics. Link to RS project page here. (anonymization can/will cause problems for this)
Reading Rooms Library Use Only (LUO) AFN Materials (coord. with RS OST)	Low		Complete	Done - will not happen		“Medium” on the RS OST workplan. Testing to develop TOU for item policy regardless of user group can TOU be copied to another sandbox and circulate an item for 4 hours? Reading rooms was in a “resolved issues”?
Cash limit block harmonization (established at each campus and share info out, similar to communication/who to contact matrix)	Low		Complete		UC AFN Consortia Blocks Cash limit information already gathered here.	From Consortia Block decision page: It has been determined that cash limit block harmonization among the UCs is difficult at best and not actually pertinent to the potential use of AFN consortial blocks across the UCs. Each UC may continue with their own costs and place the block at the time an AFN bill is generated. The issue of potential harmonization decisions of cash limit blocks has been deferred to and is in the purview of the SILS Fulfillment OST. Survey each campus, share info.
Hold Notices Language Revision	Medium	1/31/2023	Complete
UC Library Directory	Medium		Complete	4 months	Library Fulfillment Directory
Missing Or Invalid Data In Network User Records	Low		Completed		https://docs.google.com/document/d/1auQX0PjyIqzQX3Ff9BwohDzw-hplb3D3MD1n0suZcwM/edit	Handed from Phase 4
Update Webpages with AFN Fines and Fees Information	Medium	12/19/2022	Complete	Estimated 2 months		Standardize language that provides information to customers about paying AFN fines and fees.
Modification of On Hold Shelf letters	Medium		Complete		Modification of On Hold Shelf letter
Maintenance of User Accounts Collect information on what is happening with expired AFN accounts at each campus Document how each campus is purging	Medium		Completed		Recommendation for Including Expiration and Purge Dates in User Records Across UC Campuses https://docs.google.com/document/d/1dbvZQdgPxv_Xbof7pSLm_dHNSznnoMspvKwRQZemhXs/edit?tab=t.0#heading=h.v58m09qgo65r	Possibly purging user records? See if we can standardize this in some way. UCB purges at end of June. Expired accounts with no activity (2 years) and no fines/fees. have not purged any AFN accounts since two years hasn’t yet elapsed. Do some testing to see if network users are removed (if removed at home campus). purge date/expiration date on accounts. Is it possible to harmonize on when and how we purge?? Determined no need to harmonize dates. Committed to purge network accounts once a year.