2021-8-19 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

• Today we’re just checking in with each other and using the time to complete any tests we may not have gotten to yet.

• Post mortem/offboarding documents- more to come.

• Cancel meeting week of the 2nd to prepare for re-openings?

Resource Sharing Forms Harmonization Decision

Review and Vote

(Post Go-Live) Policies for Resource Sharing Forms

All

Post Mortem

Sending out post mortem for comments after this meeting

All

Current issues to discuss/test

• Request expiration date setting- NZ setting is set to 21 days.

  • Were the requests expiring after 7 days even if they were scanned in by the lender and put into transit to another campus? If we can find cases where the item was, say, at 5-6 days when it went into transit and expired before it got scanned in at the pickup location, we should put in another case

  • Jason’s average supply time configuration theory

• Salesforce ticket submitted regarding problem with preferred pickup location for requests

All

• Network Patron TOU was changed in the NZ for all campuses. We changed the “Convert to Resource Sharing” to “Do Not Convert to Resource Sharing” setting. This should take care of the patron issue where Alma auto-generated a request that ended up in VDX not supplied queue.

Copyright Check Box

Placeholder. No action from FG needed at this time: From Discovery: “Discovery FG noticed that the August Primo VE Release Notes mention a new option to add a copyright statement to Request forms. It looks like this statement would have an accompanying mandatory check box.

We recalled that the Request system has a copyright notice and so we wanted to reach out to FFG to see if this was a potential area where campus configuration should be harmonized.”

All

• Berkeley has implemented some copyright statements.

• Joe Ferrie will be sending the language from the old Request page to Discovery.
               

• Link to ExLibris documentation: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/Copyright_Management

• Elizabeth will get back to Discovery

non-circulating items

Placeholder. No action from FG needed at this time: (Go-Live) Policies for Resource Sharing Forms

Problem: ILL Request link showing up on SPC records with an AEON link - when users are logged in 

Limited Solution (put into UC Santa Cruz production): 

·        Using GES and Display Logic Rules to hide the ILL request link on local SPC records.

o   UCSC can share workflow notes with other campuses if desired.  

·        Note: This does not work for SPC records coming from the Discovery Network in Primo, so at UCSC, even after we put our local solution in place, we still see the ILL request form on other campus Special Collections materials.

• Special collection items with Aeon links are showing up and items appear requestable.

• Some campuses lend items from their special collections.

• UCSC used display logic rules to allow special collection items to be discoverable but not display two request options. (https://docs.google.com/document/d/1l4_kNtYrqOdlhyNQ62cM_yB2__J0lzBMT5gAM2TAW30/edit#heading=h.352t37e2qkwd )

• This issue might be governed by the NZ. If this group formulates a question, we can forward that to CDL sysops for clarification.

• Gillian will share some documentation related to items with Aeon links.
• Elizabeth will bring this up at PPC.

My ILL Link in Primo

Leaving as a placeholder for Elizabeth to do.

(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

• It looks like already Alma campuses do not have a “My ILL” button in Primo.

• Not everyone will be using the UC Davis method for renewals.

• Elizabeth will draft a recommendation page related to the My ILL button.

Parking Lot

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

https://docs.google.com/document/d/1H1mdwLWxGUmzasLUVYseTDwlECKUKV8MyPQvPmrOzes/edit

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

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