2020-10-01 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

Members should be able to access the NZ but should not make changes.

We’ll have to figure out what roles are necessary for testing.

There are roles at the institution and library levels. Fulfillment roles have to be tied to a circulation desk.

UCSF table describing roles: https://wiki.library.ucsf.edu/display/SILS/Alma+User+Roles

Some campuses are creating role templates that can be applied to multiple people. It is unclear whether or not these can be shared.

UC requests and non-UC requests will appear in two different areas.

Testing a request:

A request from UCSD went to Berkeley and hit the NRLF.

Resource Sharing Request “No” may indicate that the request is going through the Fulfillment Network.

When searching Alma has to populate results before searching.

Resource sharing borrowing requests may require Fulfillment Operator or Manager permissions in order to view them.

We may not be seeing requests from other UCs as “Resource Sharing” because we are configured as a Fulfillment Network.

Resource Sharing - Workflow Actions (Alma): https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/020Managing_Resource_Sharing_Borrowing_Requests

• Mark will document what permissions and roles are needed for testing at the institution zone.
• Joe will look into how to distribute roles within the NZ.

SILs Services Naming

• Discovery Group will likely be checking in with us in the coming months about naming and user experience for services related to Fulfillment

RMFG decision feedback with due dates

RMFG would like our group to take a look at their decisions pages and provide any feedback/concerns to them by their October deadlines

Local 856 data 10/7

Bibliographic records to leave out of the Vanguard NZ 10/13

Vanguard local RLF migration 10/13

Bibliographic records 9XX field mapping 10/21

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• Members should email any feedback they have for upcoming decisions that could impact our scope.

Test Plan

Check-in about login credentials and patron test accounts.

Who can start to test this week? Do we want to get a schedule of everyone’s availability to test, and plan off of that?

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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Elizabeth has created a sign-up sheet for the test scripts. This is located in Google Drive on the “Fulfillment Network Testing Worksheet”.

Looks like the patron accounts are all created and that everyone has the permissions they need so far.

If anyone can create a staff role profile, others can go in and test.

• Next week we’ll go through a few tests as a large group.

• Members should start signing up for testing.
• Members should start knocking out the easy tests that only require one actor.

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.

DDS Decision Page (Vanguard) Document Delivery Service (DDS) Setup

Config forms - local campuses

Harmonization work

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

Total

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