2021-08-16 Resource Access Meeting Notes

how other FOLIO libraries are conducting interlibrary loan workflows
what external tools people are working with
What ILL systems are FOLIO institutions using?
What level of integration - if any - does it have with FOLIO?
What do lending and borrowing processes look like in FOLIO?
Are people using special locations, service points, mat types, loan types, patron groups, etc. to support these processes/workflows?

5 min

Staff slips

julie.bickle

In order to prioritise work:
How annoying is this bug? Staff slip print: Stuck in Landscape, the option to change that is missing

Meeting Notes

ILL Discussion

Mark Canney (Lehigh) – PALCI (tri-state consortium) went live on Project ReShare after 8 month pilot
- More on Project ReShare: https://projectreshare.org/
- Public discovery for PALCI: https://ezborrow.reshare.indexdata.com/
- Consortial borrowing had been programmed by RELAI, but ~3 years ago system began exploring a community-based alternative
- Working with Index Data
- 10 ILS involved
- 35 million item records+
- Built on FOLIO for staff interface and VuFInd for patron discovery
  - For discovery: at point of request, asked to authenticate – search and browse are available to guest
- Go-live went reasonably well; responsive system
- There is an auto-responder that will say if an item is owned, but missing, etc.
- Other consortia coming live/considering
- Each institution has its own FOLIO tenant
Andrea Loigman (Duke)
- ReShare built by IndexData on FOLIO platform, but don’t need to be on FOLIO to participate
- Only open-source consortial-sharing platform for ILL returnables
- Plans to expand to non-returnables and CDL
- Automated load-balancing
Brooks Travis (MO State)
- Are there plans for unmediated ILL?
- Mark – There is an auto-responder that takes some mediation out of the equation, but to fill the request, you need to print the slip and process.
Andrea Loigman
- Duke uses Illiad for non-consortial borrowing
Rudolph Nottensteiner (University in Munich)
- Uses software by OCLC
- ILL controlled by Central Interlibrary Loan Server for libraries in Bavaria
If external system uses NCIP (or a similar protocol)
- NCIP protocol would create record for receipt and circulation
Otherwise (with system not integrated)
- Either patrons have to check another system for loans, or
- Dummy records for libraries (lending) and dummy/fast-add items (borrowing)
Clara Fehrenbach (Chicago)
- Receive request through external system
- Staff process in external system and NCIP carries out transactions that create records/transactions in OLE (and in the future FOLIO)
- Plan to leverage the FOLIO API with Illiad
- Already using Request API in OLE to communicate with remote storage; hope to expand for use with ILL in FOLIO in the future
Lisa Perchermeier
- Using Libero ILS
- Borrowing is integrated into their current ILS so that patrons can see loans all in one place
- Lending not yet integrated
- The central platform is called k10Plus: https://www.bszgbv.de/services/k10plus/
- https://opac.k10plus.de/DB=2.299/LNG=EN/START_WELCOME
Marie Widigson (Chalmers)
- Home-grown ILL system
- Borrowing: for book requests, these are transferred to FOLIO and requests created for the patron.
- Circulation and notices are handled in FOLIO.
Brooks Travis
- Current plan for Inn-Reach in FOLIO is to use loan types as the hook for circulation rules
- Institutional patrons on lending side
Is FOLIO being built to interface with only ReShare or other platforms as well?
- Not necessarily, but priority for development is typically given to features with the widest possible use.
- However, community members can pool together resources to develop and contribute back to the community if desired.
Rebecca Pernell
- Would be very cool to see development where a Stanford patron could do on-site checkout at Duke, but maintaining in their local account in the Stanford tenant.
- Would necessitate development of the user record – and potentially circulation rules – to allow use of custom fields in the circulation rules/proxy relationship for cross-institutional on-site lending.

Julie Bickle – discussion of bug https://folio-org.atlassian.net/browse/UICIRC-673
- How annoying is this bug?
- Discovered in Juniper
- Staff slips are hard-coded to print in landscape mode
- Chalmers indicates that staff slips need to continue to work well on receipt printers
- MO State, Cornell, and Duke reiterated this would be a concern for size (readability) and cutoff on the staff slip on receipt printers
- Marie will test in Juniper Bugfest and report results
- Consensus is this should be prioritized highly; Julie hopes it is next in line for queue after in-progress bug.