2021-8-26 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.

• The meeting on the week of September 2 will be cancelled.

Resource Sharing Forms Harmonization Decision

Review

(Post-Go-Live) Harmonization of Copyright Statement on Resource Sharing and Digitization Request Form

(Post Go-Live) Policies for Resource Sharing Forms -Already decided

FG members will communicate back to the group once changes have been made to the form.

All

Post Mortem

Sending out post mortem for comments after this meeting

All

• FG members should add their comments to the post mortem form when they can.

Current issues to discuss/test

• https://3.basecamp.com/3765443/buckets/15553579/messages/4027377301

• 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.

• It isn’t transparent how ExL calculates the 21 days for hold requests.

• Looks like there is a default transit time of 12 hours under Transit Time Rules.

• This impacts items that have been requested for pick from shelf.

• We may need to create a transit time for network requests.

• Local teams are trying to change the expirary date and work around the issue.

• The FG will ask CDL to see if there is an NZ level solution to resolve these AFN transit time issues.

• Scott will send examples of some the requests to sils-sysops@cdlib.org

• Scott will send out screenshots of the workaround.

• UCLA will put in a ticket for the non-UCLA patron ending up in the VDX queue.

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

Total

x/x