2018-06-20 - Consortia SIG Notes

2018-06-20 - Consortia SIG Notes

Date

Jun 20, 2018

Attendees

  • @David Dahl

  • @Steve Bischof

  • @Noah Brubaker

  • @Steve Walker

  • @Peter Sbrzesny

  • @Christopher Holly

  • @Paula Sullenger

  • @Martina Tumulla

  • @Theda Schwing

  • @Tania Hewes

 

Goals

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5min

Housekeeping

All

FOLIO activities at ALA

10min 

Consortia Implementation Model subgroup updates 

  • recap of last week's discussion

Steve/All 

  • recap

    • not all FOLIO functions (RM/Acq) are subject to location hierarchy at this point; proposed solution is multi-tenancy

  • meeting scheduled for this Friday (6/22) from 11-noon EST; @Anya will give a presentation; meeting will be recorded

35min

Title/item-level requests discussion - what does your consortium do?

All

  • Martina: title-level requests at the library level - queue of requests distributed across all items

    • consortial level: use ILL, not really an ILS title/item request

  • Peter: both item and title level are available

  • Steve B.: title-level requests; works well in most cases, especially for popular titles

    • item-level requests can be done with staff intervention

  • Noah: title-level requests; working well; one issue with multi-volume requests

    • shows up on all libraries request lists; real-time list, which avoids multiple items being sent

    • staff can do item-level requests

  • Chris: title-level requests - only places request against items available to be circulated to that patron/library (i.e. wouldn't include non-circulating items)

    • needs to distinguish policies for local patrons vs. consortial patrons

  • Noah: is the system aware of item availability?

  • Steve B.: Paging requests → first level of priority should be for items available at the home library

  • choice of pickup location

    • FOLIO: ability to specify service point for pickup location

    • home library?

      • not entirely necessary for pickup locations; it's better to allow an individual to specify their preferred pickup location (maybe with a home library as a default)

      • probably need some notion of this

      • scenario: many libraries have local delivery rules - e.g. departmental delivery, delivery to satellite locations, etc. (with various degrees of documentation) - that are not managed/facilitated by the ILS; it would be nice to see FOLIO support these local routing rules

10min

Wrap-up/planning

All

Next week

  • either recap/further discussion of subgroup presentation and discussion OR another topical discussion

Action items

@David Dahl will post highlights of item/title request discussion in Discuss post