2021-8-05 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

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

• It seems as though the Book/Article and Physical/Digital radio buttons are tied to each other in the Resource Sharing Request form on Primo. It is possible to hide the format option in Alma’s configuration menu.

• Jason will test different Resource Sharing request form configurations to see if the process can be improved.

Copyright Check Box

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

non-circulating items

(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.

Resource Sharing Testing

From Joe- IVEA-cleanup batch process test to make sure that we can cancel borrowing requests without sending a patron notification

Testing Plan:

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

https://docs.google.com/document/d/18rYglGNrZ1RTJ_XCGxwCQHVRLhIh-VLQLbhz93TUJSY/edit

All

• This test was successful.

• Cancelled requests will appear as though they were “cancelled by staff”.

• The batch process should remove everything that was completed in VDX.

• We might be able to ask OCLC to include not supplied and cancelled to clear out those requests as well. This is on the agenda for ILL Ops next week.

• This batch process should begin running tonight.

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

Joe Ferrie is putting together a smoke test protocol for July 26. This will include pairing up with someone from another institution.

The AFN will be turned on or off for institutions that aren’t lending. If a campus only wants to handle digital materials, they will probably have to cancel requests for physical items.

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

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

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

Total

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