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Date

Attendees

Discussion items

TimeItemWhoNotes
5minHousekeeping
25minNotice Logic 
10minReportingHolly Mistlebauer
15minLBS loan policy changesCarsten SchwillClick here for the deck.

Notes

Notice Logic – Darcy

Two options, re: display:

1. Before overdue, at overdue, after overdue [chronological]

2. Send immediately, followed by before, and overdue

Preference expressed for the first option

Options for other events?

Notice options will need to be clear; develop naming convention;

Recall options, re: display:

Options mimic notice options

Discussion, re: tying availability notices with requests


Reporting Overview – Holly

Reporting SIG Deliverables

Data Warehouse

Data Dictionary

Existing/New Reports

Reporting overview document
https://docs.google.com/document/d/11hoeLqS98O7Pjp4p7ovpJslmFKFE16XRvTQdZQmg-pY/edit?usp=sharing

Includes link to Reporting SIG Master Spreadsheet

Holly reviewed how to add a request for a report to the report spreadsheet


Modification During Checkout – Carsten

LBS Multi Functional Screen

Screenshot: modification during checkout (loan period & loan type)

Could this be done in FOLIO? Mock-up w/ change buttons added to check out app

Carsten presented strategies for computing, storing, and changing the loan policy

It was suggested that Carsten share this with Emma, who is product owner for this