2017-07-27 Resource Access Meeting Notes

Date

27 Jul 2017

Time	Item	Who	Notes
5 min	Housekeeping	Andrea	note-taker - Joanne Leary
20 min	Check-in	Andrea	Exceptions and challenges - review & update chart
35 min	Loan history / item history	Cate	Screen reviews

We reviewed the Check-in Challenges list that Andrea created. Additional entries:

need to have a way to know who the borrower was (immediately after discharge). This is different from retaining borrower information in a circ history archive. Borrower information could be viewed during the check-in session. We agreed that a separate conversation was needed about retention of borrowing history.
we need to be able to record notes that pertain to the discharge (when necessary)

Review of latest wireframes (Cate):

need call number prefixes, enum/chron
clicking on the title should take you to the item record detail
item statuses list could be concatenated to save room
should have a link (or a way) to re-sequence requests
Actions menu
Export icon
How to view full circ history? Options discussed: click anywhere in white space; enable a "view details" button; add the option under the More Actions ellipsis
Keep in mind that we need to be able to right-click to copy/paste from a list, so we can't have any functions that interfere with that
Make the display configurable, so that we can choose to show only those details that are meaningful to our operation (Cate: will not be an option for version 1)
Can we have a display for format / material type? Loan policy?
Do we need to show renewal count? Some want this, some don't. Would be solved by configurability at the library level.
Use of icons for material type - could be configurable by library. Cate: put it as text for now, worry about icons later
Loan action page: actions that change statuses or due dates. Full display of action type, date of action and any change of due dates resulting from it.
Is desk location / user location needed? Yes. What about actions initiated through the discovery layer? Yes, this needs to be indicated. If an action includes a notice generation, this should show. (Notice generation display needs more discussion.)
Paging requests: these are different from Hold and recall - needs more discussion.