2021-08-16 Resource Access Meeting Notes

Date

Aug 16, 2021

Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

Kim Pierce

@(OLD ACCOUNT) Erin Nettifee

@julie.bickle

@Elizabeth Chenette

@Molly Driscoll

@David Bottorff

@Rudolf Nottensteiner

@Andy Horbal

@Dwayne Swigert

@lisa perchermeier

@Erin Weller

@Cornelia Awenius

@Andrea Loigman

@Caitlin Finlay

@Mark Canney

@Martina Tumulla

@cfehrenbach

@Monica Arnold

@Brooks Travis

@Laurence Mini

@Cheryl Malmborg

@Rebecca Pernell

@Christine Tobias

@mey

@Marie Widigson

@Jana Freytag

Discussion Items

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.