2020-12-17 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

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• STRATEGICALLY PLACED REMINDER FOR ELIZABETH TO RECORD MEETING

• AFN form meeting tomorrow with Ex-Libris 10am-11am https://docs.google.com/document/d/1I0VkS_JeT0Gy2gJgZ7Bg14fFKYCRrD2LrHwnMKiDC5Q/edit?pli=1

• SILS Chairs Meeting about RLF records: 2020-12-16

New Decision Page

(Test and Go-Live) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network

This decision page has been started for group members to work on and discuss Loan Periods and Blocks within the AFN.

Prepping for Test Phase

Test Phase Fulfill FG Member Prep

This document lists needed roles, role areas, scopes and permissions that we’ll need to set up inside of our IZs.

This would be the minimum setup members need to continue the testing that we’ve been doing.

For individuals with multiple libraries on their campus, this will need to be done for every library.

Testing accounts will need to be created at each campus as well.

Blocks will likely have to be configured locally for each institution.

ILLOps will be helping with testing in the next phase.

The Vanguard environment goes away on December 18.

There are some outstanding areas where responsibility is unclear. This may need to be decided soon and put in writing.

Supplier of last resort will need to be configured at each campus.

• Joe will look into the status of the NCIP negotiation.

Group Testing Session

We’ll be spending this meeting testing together.

https://docs.google.com/document/d/15JkA3P8hBqoVmxswqNIsCX1evnOBywujk7CHyclL2b0/edit

https://docs.google.com/spreadsheets/d/1bUjEXKsrlnxASwoYzjm-DmZNpAAnxUge5eR0o9rXDsI/edit#gid=103680270 https://drive.google.com/drive/u/3/folders/1S_UJPBKDBbhIr2C-jEi05_r4076SkQJE?ths=true

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Digitized Article AFN Request:

• Resource Sharing request.

• Request didn’t populate all fields. Like ISSN.

• Might want to remove the “Photocopy” option.

• Shows as a Digitization, Consortial request.

• Request showed up at NRLF.

• Using the request barcode, transfer to the digitization department.

• Scan in items at the digitization department.

• “Manage In Process Items”

• Attach the file.

• Shows pending until refreshed.

• Done will finish the transaction.

• The notification letter and attached PDF went through.

Parking Lot

There are some questions around what other things this group might add to the parking lot. Expiration dates and whatnot.

• We may need to revisit our discussion regarding what fields are passed between campuses in the Network Zone. (Name, email, expiry date, etc.)

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

RLF Non-Circ items requestable for in-house use

Will need to test in Test Phase

There are some hacks used for library-use only items that can’t be checked out and back in because it will kick off a return process. This will have to be figured out for ExL.

Davis tried creating a “Reading Room” circulation room. This was difficult for circulation staff to manage. There is now a transit step between ILL and the circ desks that allows the item to be checked out again before initiating the return process.

RLF Ghost Records Discussion

Records Retained for Items Deposited in RLFs

This decision will be worked out throughout the test phase.

DDS Decision Page (Test Load) Document Delivery Service (DDS) Setup

Config forms - local campuses

Will need to be tested during the Test Phase

Harmonization work

Continue our discussion and come up with loan periods to propose for fulfillment network/locally https://docs.google.com/spreadsheets/d/1-W2psaW6GsgOTD1ByTHRF00bikcnVR6W/edit#gid=1939968629

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