2022-10-10 Resource Access Meeting Notes


Date


Recordings

Find all recordings including captions and Chat here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/ (pw: folio-lsp)

Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

Sharon Wiles-Young 

Karen White 

Andrea Loigman 

Elizabeth Chenette 

lisa perchermeier 

Dwayne Swigert 

Kimie Kester 

Erin Weller 

Magda Zacharska 

julie.bickle 

Cheryl Malmborg 

Martina Tumulla 

Molly Driscoll 

Cornelia Awenius 

Brooks Travis 

Thomas Trutt 

Jana Freytag 

Discussion Items:

TimeItemWhoDescriptionGoals/Info/notes
20 min

Administrivia

https://docs.google.com/spreadsheets/d/1hr7Vx-swyCGfQ3571AK8nYx2MMWb1VFoaqrCYOPE8mM/edit#gid=1954860094
Note taker: Jana Freytag 
20 MinPermissions - Bug reported to the Support SIGSharon Wiles-Young 

Permission should allow for renewal of Aged to Lost items, but generates error message

Julie will be updating this bug.
20 MinBulk editMagda Zacharska UXPROD-3806
  • Request Record Identifiers:
    • Brooks in Chat: UUIDs is really the only viable one, in my mind, before we get to query support.

    • Andrea: Patron expiration date
    • Problem of hanging requests
    • hold shelf expiration date or request expiration date
    • Molly in Chat: 

      I wonder if request UUID could be added to the CSV export from the Requests app to support the gathering of the IDs using the filters available in the Requests app. Otherwise, gathering of UUIDs would either be manual or via API right?

    • Brooks: 

      I definitely think we need to add a story to add the request UUID to the CSV export from requests search/filter.

    • Cheryl in Chat: 

      Your query to create list to be edited will need to include hold shelf expiration date to be updated as well as other criteria like service point

    • use case for a update the whole expiration date for the user with a specific expiration date?
      • To renew the date for a specific group of patrons
    • For the Query Work on Bulk edit: UXPROD-3785
  • Request preview columns:
    • the item Barcode is nessecary
    • is queue position important?
      • Erin W. in Chat: Queue position is not important for msu

      • Brooks: no
      • Question in Chat: 

        Can we add the date/time a request was placed?


Coming out of WOLFCons cross council meetings

These are Questions asked by PC. (please everyone in RA SIG feel free to edit and add to this)

QuestionsAnswer RA SIG



















LMU (Julie, Product Owner)Duke (Erin)institution XXinstitution XXinstitution XX
Can you share the purpose of your SIG: functional area/cross cutting/affinity group, etc?

The Resource Access SIG works with developers to define essential circulation functions: checking out and discharging library materials. Defines patron types, loan types, fines and fees structures, recalls, holds. Defines essential reporting functions. Advises developers on the interactions needed between libraries and other parties necessary for successful sharing of resources, whether through shared consortial collections, interlibrary loan options, or other mechanisms.

Ths RA SIG works closely with the UM SIG, with members being present in both SIGs






What areas does your SIG have responsibility for?

all circulation components:

  • Circulation log, Remote storage, Material Requests Title Level Requests, Delivery and transfer services
  • Fees and fines, Lost Items, Patron Blocks, Claims returned
  • circ log
  • Loans, Check-in, Check-out, Loan information on Item Details
  • Patron notices, Printing slips
  • Courses: MOD-CR, UI-CR
  • APIs: NCIP: Protocol for service requests/fulfillment, Z39.50 Support MVP, SIP2
  • On the Fly Records / Fast Add
  • RTAC: provides item availability information to discovery





A: What do you feel like your SIGs purpose is currently?

B: Has it changed over time?

A: our purpose hasn't change (support development relating to our area) but can't fullfil it because of the lack of POs and dev ressources


B: more focused on libraries that are live - more problem solving than developement of new features

direct feedback to POs working on the backlog

we are doing the work we can rather than the work we should do

SIGs originally used to be to collect requirements (I think); now, because our backlog is already so large, any requirements collected now will take a long time to see the light of day. So the SIG has also become a place to disucss workarounds, solve problems, share best practices. I don't see this as a bad thing, rather as the natural evolution of an audiance who now also needs help implementing.

Orient new people joining the project to RA issues, provide training and question time for those institutions, share best practices and workarounds. 

It has changed over time as we have been developing fewer features and/or moving feature development into breakout groups (like was done with title level requesting.)




A: Do you have product owners who regularly work with the SIG?

B: Do you feel that your requirements are being successfully developed into FOLIO?

A: Yes, we are having several POs but no lead PO.


B: Sort of: No: 3-Part Item status, Workflow engine, Courses, German Reminder fees


Yes.

We have basic requirements and could function if we went live now, but there are major things we would really like to have, like a fix to the faculty delivery workflows, the ability to freeze a patron record, and the three part item status.




How do you feel about the resources allocated in the development areas that are focused on?
  • not only development ressouces but also missing PO ressources
  • we are having several POs but no lead PO.
  • long orphaned topics need to looked at again

Vega is a fantastic team but there is too much work for just them to do.


A: What are some of the challenges facing your SIG/subgroup?

B: Are there ways in which you feel the SIG has been unable to accomplish it's mission?

A: Missing POs

We are having several POs but no lead PO.


B: How do we get our priorities into the roadmap

Intersections with other bigger developement areas

Is there a place for new developements (app store, list of add ons, etc.)


Missing product owners is the biggest challenge, as well as losing development teams. 


A: What has been successful with the SIG?

B: What things contributed to that success?

A:


B:


Collaboration and good humor - hopefully providing a safe space for people to admit what they know and don't know. Community members who are willing to chime in help make the space a learning community which I think is really valuable.


What could the Product Council do to help the SIG?





Do you feel like the Roadmap accurately represents the work of your SIG (both desired and already accounted for)?

Is that Google spreadsheet being actively reviewed or is the intention to do it yearly?

I don't really feel like it represents RA work well since most/all of our stuff is marked as "in the future."




A: How can we improve our communications with the SIG?

B: Does the current monthly reporting work?

C: Would have a dedicated PC meeting for your SIG be helpful?

A:


B:


C:


I think Sharon gives good updates, but also I go read the meeting notes, so I usually know what the PC is doing. I don't always read the PC monthly notes from the SIGs - that seems like its reporting up to the PC, not downward/outward to the community, if that makes sense.


A: What functions should the PC be accomplishing?

B: And how would the SIGs like to have those need met?

A:


B:

I don't think there is more the PC can do really, until there are more POs to make the backlog dev-ready, and more devs to program that backlog.We need resources, but that seems like a Community Council issue, not a PC Issue.


For groups that are on hiatus, can you talk a little about why and whether you think there are current activites that should be done?All subgroups on hiatus please leave a comment, some