Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Date

11:00 AM

Attendees

Absent

Weekly Testing

The Fulfillment FG and ILL Ops should conduct tests with the following scripts in the order outlined below. The AFN will be configured first, then IVEA, and finally NCIP. The groups will aim to test 2-3 during their weekly meeting. Additional tests will be added as needed.

 Fulfillment and ILL Ops Testing
  • Viewing Network Activity (shared patron loans and contact information)
  • UC User With No First Name in their IZ record
  • Add/Delete/Save Data to Patron Record
  • UC User Stub Record Shared Information Fields
  • Manual Blocks (04 ILL and 05 All) Applied Locally for Users
  • No OCLC Number- Available Title Direct FN Request From SRLF
  • Walk-in user from other UC (Faculty)
  • Proxy Walk-In User from Other UC
  • Walk-in user from other UC (Blocked User)
  • Patron renewal in Primo
  • Digitized Article AFN Request
  • Patron With Expired Account (Account Renewal/Item goes to Lost and Fee is Charged)
  • Available Monograph AFN Request
  • Patron Request for Item (Pickup from alternate location/expired hold)
  • North to South/South to North Rota Test
  • AFN Monograph Request- Not Filled
  • rlf non-circ/building use item request using AFN
  • Fines/Fees Graduate Student
  • Due date when a library is closed

Discussion items

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Check-in/ Updates

PPC meeting updates and review of any action items from last meeting

Quick share of any local team updates.

All

2

To Do For Go-Live

All

Test suspending AFN lending using UCB; NZ can remove other institutions from rota for the 27th.

Set to inactive in NZ by tomorrow those suspended.

(Go-Live)Alma “On Hold Shelf Letter”:

Any word on Courier service?

-Campuses are working on getting the “On Hold Shelf Letter” set up.

-The option to inactivate the AFN at go-live is an option for those campuses that need more time.

-This letter is important because it specifies pickup locations and process for AFN items.

-This page may need to be re-worked to reflect a policy decision.

  • Jason will make some changes to the “On Hold Shelf Letter” form.

3

My ILL Link in Primo

Can we get a recommendation decision page started to pass to Discovery FG?

(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

4

Handling Patron Account Issues

Can we get a decision page started that formalizes our decisions on how to handle visiting UC patrons when their accounts are blocked, expired, etc.?

(Go-Live) Handling UC Patron Account Issues

  • Due date for this page should be July 27th

All

5

Parking Lot

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

6

Basecamps and Kinks

Just keeping these here so we don’t lose track: https://3.basecamp.com/3765443/buckets/15553579/messages/3747769701

https://3.basecamp.com/3765443/buckets/15553579/todos/3734877569

Salesforce Case Submission- Digitization and Basecamp Tracking

7

https://docs.google.com/document/d/1WOelxmH3L0lDQYKZu683FKZ-DIjHCe9NfwJojyp5bMw/edit#

https://docs.google.com/document/d/14VYIW1-ZPYvcxR4Mq2n_LWA-q2ZDcyUe/edit

https://docs.google.com/document/d/14qTTJFzufw2eEHGNwQlihU0eAYLPYbtg/edit

https://docs.google.com/document/d/1owqWoFJjeNElh1tO6_asCL0uGNtLJQ2f/edit

8

Total

x/x

Future agenda items

  • No labels

The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!

Question? Contact AskSILS-L@ucop.edu