2020-08-04 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

• Reminder: pre-populated configuration forms will be sent to UCB, UCLA, UCSD, and UCSF tomorrow 7/31. The drafts will be due back on 8/14 and the final 8/21

  • UCSB and CDL will not be filling in configuration forms at this time. Answer from basecamp “CDL is not listed for the config form tasks as there’s no configuration form for the NZ. CDL however can/should review all trainings and attend meetings to understand what other consortium members are doing.”

• Devote next week’s meeting time to special Fulfillment network session with Ex Libris on August 6, from 10-12.

  • Meeting Agenda:
    

    • Fulfillment Network Attributes

    • Fulfillment Network – Direct Request

    • Automated Fulfillment Network

    • Configuring Fulfillment Network

    Who Should Attend: 
    

    •  Those who will be making Fulfillment Network decisions and choices

• 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: 

• 01 Introduction to Fulfillment Networks Resource Sharing (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/01_Introduction_to_Fulfillment_Networks_Resource_Sharing

• 02 Walk-In Scenario in a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/02_Walk-In_Scenario_in_a_Fulfillment_Network

• 03 Direct Patron Requests in a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/03_Direct_Patron_Requests_in_a_Fulfillment_Network

• 04 End-to-End Staff Workflows for Direct Patron Requests (3 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/04_End-to-End_Staff_Workflows_for_Direct_Patron_Requests

• 05 Tracking Patron Resource Sharing Activities (2 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/05_Tracking_Patron_Resource_Sharing_Activities

• 06 Configuring a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/06_Configuring_a_Fulfillment_Network

• 07 Linking Users in a Fulfillment Network (4 min)

https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/D_Fulfillment_Networks_Resource_Sharing/07_Linking_Users_in_a_Fulfillment_Network

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.

• Let’s figure out who should attend and plan to prepare a document for ExLibris that includes how we currently interact with the RLFs, and the setup we’d ideally like to retain.

All + Cathy Martyniak (SRLF) and Lynne Grigsby (UCB)

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

ILL broker with Alma decision page

(Vanguard) Decide how to integrate an ILL broker with Alma

Fist of 5 vote for Vanguard

All

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

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.

Parking Lot

DDS Decision Page (Vanguard) Document Delivery Service (DDS) Setup

UCI DDS Demo with Fulfillment and ILL FG Aug 13th meeting

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.

Total

x/x