2021-01-14 Resource Access Meeting Notes

Date

Attendees

Sharon Wiles-Young

Erin Nettifee

Erin Weller

Schwill, Carsten

Cornelia Awenius

David Bottorff

Andrea Loigman

Martina Tumulla

Andy Horbal

Mark Canney

Brooks Travis

Laurence Mini

Monica Arnold

Cheryl Malmborg

Kimie Kester

Kelly Drake

Karen White

Anya

mey

Molly Driscoll

Jana Freytag


Discussion Items

TimeItemWhoDescriptionGoals/Info
2minAdministrivia


15min

FOLIO - Governance and Membership Model - December 2020

https://docs.google.com/document/d/1r7uJuSPAYODvNo-qV4w5ftQpSTaXPPdT9FovkMxDUm0/edit#



PC Updates
Follow-Up: Request to Extend Iris Release Date
15MinDocumentation discussion
15MinUpdates on the Honeysuckle release including testingImplementers: whoever wants to share

10MinReview of new UM features by UB LeipzigAll

Björn Muschall from UB Leipzig asked for feedback on the new UM Features:

https://folio-project.slack.com/archives/C22MK8NV7/p1610356633111300

Hi all. Users app has now two new functionalities, which has already demoed at UM SIG. For testing please go to https://folio-snapshot.dev.folio.org/1. UXPROD-2269 Patron Block Templates:

  • Go to Settings/Users/Patron block templates
  • Create a block template
  • Go to Users app and create a block
  • Choose block template and save


2. UXPROD-2389 Default Expiration dates and re/calculation of Expiration date

  • Go to Settings/Users/Patron group
  • Set Expiration date offset (in days)
  • Go to Users app
  • Use case 1: Create new user, choose patron group with default expiration date, the exp date will be calculated and autofilled
  • Use case 2: Change to another patron group with default exp date, the exp date will be calculated and autofilled
  • Use case 3: Expired, inactive user, press "Recalculate" button, the expiration date will be recalculated and autofilled according to the settings. This is sort of re-register functionality known from some lagacy ILS.
  • Functionality is accompanied by dialogues

Meeting Outcomes

Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Reasoning

Link to supporting materials

Comments

e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
  • Because...
  • Because...
e.g. mock-up, JIRA issue




























Notes

Notes by David Bottorff

  • Product Council updates

    • Governance plan approved by stakeholders, including some suggestions from this group and others

      • member organizations - development or other resources, money with MOUs

      • individual members - individuals from member organizations

      • participant - someone who comes in to slack, jira, etc.

      • Starting with nominations for community council, feb 26 -march 12 voting

      • Aug 2 hoping to have elected product and technical councils in place

    • SMEs to be more involved in bugfest earlier in process, better insight, each SIG will get a presentation about how this will work, looking at MM work as a potential model, possibly testing functionality as sprints happen

  • Really good start to RA documentation process

    • challenges to access, where to place the documentation

    • maybe group by contributor

    • perhaps have a space for unvetted documentation, contributions from larger community

  • Honeysuckle updates

    • Simmons has not gone live yet due to data import issues

    • Duke discovered module permission issue with user import: https://folio-org.atlassian.net/browse/MODUIMP-40, will be able to proceed with Honeysuckle for ERM only

    • Missouri State has not upgraded to Honeysuckle for the same reason, also raised issue of merging user accounts

    • Lehigh just started testing Honeysuckle, everything seems to be going well

    • Chicago blocks not working consistently

    • support workflows for implementing libraries-go into edit and tag as P1, P2, P3 for support priority for implementing libraries, or add a comment if you don't have permission

  • Leipzig is asking for feedback on snapchat for default expiration dates for user dates by patron group when creating or updating a user record's patron group

    • recalculate button is needed for semi-automatic for those who don't want it to happen automatically or for users who have expired

    • Erin does not like the pop-up, Andrea wants pop-up because you may not always want to change the date

    • best way to provide feedback is via Slack channel

  • Lepizig also introduced a patron block template for manual patron blocks

    • again, provide feedback

  • No meeting next Monday - MLK JR Day in USA