2019-2-18 Resource Access Meeting Notes
Date
Attendees
Discussion tems
| Time | Item | Who | Description | Goals |
|---|---|---|---|---|
| 5min | Housekeeping |
| ||
| 15min | Check out modal ordering | Emma Boettcher | What happens when a circulation event triggers multiple modals? | Decide order for when the following check out alerts appear, in the event a check out triggers all of them: multipiece, check out note, item can't be checked out because of loan policy |
| 5min | Item status date | Emma Boettcher | Confirm: item status date should update when item is checked in, even if status doesn't change? (E.g., something is In transit and then is checked in but stays In transit) | |
| 10min | In-house use: effect on check in screen | Emma Boettcher | Decide: should we have indicator for in-house use on check in screen? | |
| 15min | Call number requirements | Andrea Loigman | Determine collective needs around use, configuartion and display of call numbers in FOLIO - https://docs.google.com/spreadsheets/d/1deEM0OksoPgT3-1YZ6O82OzjObbnepdyd8usf1F6GH4/edit#gid=0 |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Reasoning | Link to Supporting Materials | Comments |
|---|---|---|---|---|---|---|
| e.g. loans, fees/fines | Name | e.g. Q4 2018, Q1 2019 | Clearly stated decision |
| e.g. mock-up, JIRA issue | |
| Loans | Emma Boettcher | Order check out modals by displaying Loan policy override first, then check out note, then multipiece |
| |||
| State | Emma Boettcher | Item status date does not necessarily change when item status is touched without changing |
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| Loans | Emma Boettcher | In-house use would benefit from visual indicator |
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Notes
Three short questions (Emma)
1. Ordering of check out modals (we’ve covered check in modals);
What happens when a circulation event triggers multiple modals?
1. Multi-piece item
a. user can confirm that all pieces are there, or back out of transaction
2. Checkout note
a. user can continue transaction, or back out
3. Loan policy says this is not loanable
a. user can override & set the duet date, or back out of transaction
New order:
1. Loan policy says this is not loanable
a. user can override & set the duet date, or back out of transaction
2. Checkout note
a. user can continue transaction, or back out
3. Multi-piece item
a. user can confirm that all pieces are there, or back out of transaction
2. Item status date
Items status date: changes when status changes:
Would it also change when status doesn’t change?
Examples/scenarios:
• An item that is In transit is checked in at another service point not assigned to home location, and the item’s status remains In transit
• An item with an expired hold and another request in the queue moves from Awaiting pickup to Awaiting pickup
• An item that is Recently returned is double-discharged shortly after it was checked in, and its status remains Recently returned
Outcome: this information (status changes) needs to be reflected somewhere, but not in item status date.
3. Differentiating in-house use during visually during check in
• Previously: seemed like a nice-to-have, not need-to-have. Decided to delay until had discussed item state more
• October: decided that check in screen should also show it items had entered a process, in separate column
• Likely outcome: no differentiation between items that were previously loaned & items that were not on check in screen, so that more important information appears more prominently
o Any objections?
Is there a way to indicate that item checked in is in-house use?
Call number requirements (Andrea)
Determine collective needs around use, configuration, and display of call numbers in FOLIO.
• Is the list in the spreadsheet that Andrea circulated complete?
https://docs.google.com/spreadsheets/d/1deEM0OksoPgT3-1YZ6O82OzjObbnepdyd8usf1F6GH4/edit#gid=0
Emma added call number elements from Metadata Management Inventory—items and holdings
Two questions discussed:
• Where is the data coming from?
• Is sorting needed for all of these uses?