2021-2-18 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

• New FG member starting next week.

• Exlibris projects that they’ll have the resource sharing configurations including supplier of last resort done beginning of March

• Data review is happening, and the moratorium on editing ends 2/25

• RLFs meeting with Ex-Libris after test environment delivery (date TBD)

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

NCIP decision

Vote on 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

Testing items

https://docs.google.com/spreadsheets/d/1V9cIirzzQ3kDChYHr8XK-W3saXQKqg_fxRLbLi5TbdY/edit#gid=1788466765

Test Phase Fulfill FG Member Prep - Config meeting recording

All

Parking Lot

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.

This issue does not just apply for LUO items, but specifically to the RLFs.

Mark will reach out to Lynne Grigsby regarding this question, and based on this discussion, Joe F. and Elizabeth will start a discussion in Basecamp with Ex Libris if needed.

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