- Wendy Wilcox
- Joanne Leary
- David Bottorff
- Cheryl Malmborg
- Cate Boerema
- Michael Winkler
- Charlotte Whitt
- William Weare
- Mark Canney
- Kathryn Harnish
- Maria Grzeschniok
- Deb Lamb
- Rameka Barnes
- Peter Murray
- Discuss renewals – Suppose a user comes to the circ desk and asks to renew a book: what happens?
- Review wireframe of Loan Policy form we discussed (if Cate is ready). n.b. - This is just conceptual – UX designer will do final design
|35 min||Discuss renewals||Cate||Look at Alma’s notion of “Loan Actions” which logs actions taken on a loan so you can view the loan history. Some resources we could look at when evaluating this solution:|
|20min||Review loan policy wireframe||Cate||If ready . . . (n.b. just conceptual - Filip will do final design)|
Cate: developer question Permanent loan type necessary? Answer–yes
Material type required? Answer-yes
Cate: Loan policies wire frames review
Examples in google docs
Question: closed due date offset what does this mean? Andrea: think about it and decide if needed on Monday Figure out what we meant or delete it
Question: alternate loan period for loans with existing requests? Is alternate at time of checkout, not truncation of existing loan. In effect if request queue at time of checkout.
Andrea: add brief description of loan policy at top of screen; pulled from entered data if possible.
Cate: discuss renewals What is renewal workflow? Alma example
Questions on action history? Log due date changes as well as renewals. David: log failed actions like patron tried to renew.
Log notices. Andrea: want ability to filter what actions are displayed.
Andrea and others: need to be able to see all actions any loan via a link from scan(loan) screen.
Discussion of patron screen. Is this the primary screen or is a checkout(scan,loan) screen the primary screen? UX questions.
Cate: Renewal questions. Select all or select some.
Andrea: need obvious display of items not renewed; display at top and David: need reason not renewed and override.
Joanne: need to be able to sort on all columns
Andrea: like to be able rearrange columns, not display some columns. Configure at administrative level
Recording - available through 5/19/2017