2019-11-14 Resource Access Meeting Notes
Date
Attendees
- Andrea Loigman
- David Bottorff
- Elizabeth Chenette
- William Weare
- Darcy Branchini
- Allison Estell
- Mark Canney
- Joanne Leary
- Rameka Barnes
- Emma Boettcher
- Cheryl Malmborg
- Cornelia Davis
- Brian Arrigo
- Kimie Kester
- Laurence Mini
- mey
- Erin Nettifee
- Schwill, Carsten
- Catherine Tuohy
Discussion Items
| Time | Item | Who | Description | Goals |
|---|---|---|---|---|
| 5min | Housekeeping | Andrea Loigman |
| |
| 10min | Patron notices | Darcy Branchini | Patron notice - from address | Decide if from address needs to be configurable. Is a no-reply address sufficient with contact information in the notice or do we need valid from addresses so patrons can reply to an email rather than clicking the contact us link. |
| 15min | Patron notices | Darcy Branchini | Patron notice - next steps/priorities | Open discussion on patron notice reporting. This will be a first conversation to start to understand what is needed, desired, etc. |
| 10min | Wolfcon | Andrea Loigman | Expected attendance and meeting topics | How many are planning/hoping to attend? Review of suggested meeting topics. |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Comments |
|---|---|---|---|---|
Notes
Darcy: Reports for notices. Darcy's notes are available here: https://docs.google.com/presentation/d/17uOoG1Qc3flyFPMEa4g1Jg_G1lVmYxrw1ATZdYNteek/edit?usp=sharing
Errors with FOLIO reports. Possibly errors building notices or sending notices. Logs will be helpful but probably not sufficient. Should be a report that can be run occasionally.
Has anyone tested notices? Works in FOLIO testing and snapshot.
What do we need captured in logs? date/time, notice type, exact wording. GDPR - logs have to be deleted after a certain amount of time.
Is notice information available from user record, loan record, or item record?
Will we have ability to send notice again from whatever screen? If logs capture full wording then possible to resend. Important to have exact wording available to settle disputes.
Should we allow patrons to opt out of notices? Most say 'no' but no opposition to allowing a tenent setting for sites that desire this. Easy workarounds exist for cases where email notification is undesirable.
Should we allow patrons to select notice format? Not every site will have SMS. Also, SMS message format may have less information than email or print notice. Seems to be agreement from many sites that this feature is desirable.
Do we want feature to record or track whether recipient clicks on notice or not? Many sites uncomfortable with this level of tracking by libraries.
Do we need to scope 'notices to be sent'? If FOLIO system doesn't use (as OLE does) then not necessary to build initially
From address for notices. General setting for all locations or configurable at library level? Would be great if this could be configurable at library level.
Andrea: How many are planning/hoping to attend WolfCon? Please review or add to suggested meeting topics. Please read/view Cornell's circulation usability testing - 2019_09_FOLIO_Circulation Report.pdf