2021-2-11 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

• Test phase permissions and reminder about our FG’s decisions pages for Test was sent to ICs.

• (Test Phase) Recommendation for a Flexible Rule for Shared Patron Phone Number Data sent to Patron Data group

Working Group Presentation Action Items

• NCIP recommendation revision

  • All campuses

  • Harmonized recommendation to use both messages

• Elsevier and Hathi Trust

• Recommendation of a Customization Task-force

Joe

NCIP decision

Consider modified NCIP decision to harmonize on Accept Item and Check in Item messages for all institutions.

All

https://uc-sils.atlassian.net/l/c/fTc0GTYC

Can we vote now, or do we still need to validate with local teams?

Workflows

Let’s start thinking about how we’ll be capturing workflow info.

Do we want to start with a short list right now, and draft what we think they’ll look like, and then tweak as we continue testing?

All

Joe F. began a workflow manual in Google Drive. This manual would have a table of contents and we’d be able to fill in individual sections.

A list of potential workflows may stem from the Vanguard test scripts.

Members should look at the workflow document over the next week. Then we will parse out the work starting next week.

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) Document Delivery Service (DDS) Setup

Config forms - local campuses

Will need to be tested during the Test Phase

Total

x/x