2019-07-03 - Consortia SIG Notes

5min

Housekeeping/updates

All

New attendees!

• Lucy Harrison (GALILEO)

• Lan Yang (TAMU)

• Lloyd Chittenden (Marmot)

5min

Review "Who's Responsible?" Discuss post responses 

All 

Mostly patron library that is responsible for communication with the patron.

GBV: Patron records are imported, so in essence the owning library becomes the patron library too. The patron's actual patron library is not involved in the transaction.

• Q: Is a scenario where patron records are imported into the owning libraries tenant part of Cross Tenant Unmediated resource sharing? A: Yes, it is. Importing the patron record is the current mechanism for achieving resource sharing requirements (for GBV and possibly others). Importing records is not critical if a different solution is available that meets the requirements.

40min

Review Resource Sharing page

All

Recap of email discussion

• consolidating "mixed ILS" tiers

  • the same systems are involved in both tiers; the unmediated scenario is rare if it even exists

  • per email discussion, there may be some distinction in features/integrations between these two tiers

• mediated/unmediated definitions

  • unmediated - a patron can place a request directly with the owning library

  • mediated - the patron library vets the request and places it with the owning library on the patron's behalf

• Cross Tenant Unmediated → should this be a Library-to-Library relationship?

  • for complete "unmediated" functionality (in-person borrowing, renewals, recalls, returns anywhere) a library-patron relationship seems necessary

@David Dahl will adjust columns

• Audience/relationship → Responsible Party

• add column for unmediated/mediated (or both)

• add column for online/walk-in scenario (or both)

Reminder: purpose of this page is to develop a common language when we talk about resource sharing/ILL.

• at a certain point, we may want to step away from getting these tiers 100% accurate and talk about how we would like things to work (e.g. user stories, etc.)

• it seems like we might have enough shared understanding of what's in-scope for the Cross Tenant Unmediated scenario to pursue work on that workflow, user stories, and requirements

10min

Review "Cross-tenant unmediated" resource sharing workflow

All

Working document: https://drive.google.com/file/d/1dhLLd2UOnU-jDgD5vJ6t7JDzcqJ_y8TW/view?usp=sharing

• Questions and assumptions added

10min

Wrap-up/planning

All

Next week

• continue discussion of cross-tenant unmediated user story

• @Kelly Drake will look for user story for Requests in FOLIO since this will ideally align with cross-tenant requests