2022-11-28 Resource Access Meeting Notes


Date


Recordings

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

Zoom

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

Attendees

(OLD ACCOUNT) Erin Nettifee 

Elizabeth Chenette 

Kathrin Lorenz 

Cornelia Awenius 

Monica Arnold 

julie.bickle 

Laszlo Jakusovszky 

Erin Weller 

Mark Canney 

@Chelsea Graham

Laurence Mini 

Karen White 

lisa perchermeier 

Thomas Trutt 

Martina Tumulla 

Christine Tobias 

Molly Driscoll 

Kara Hart 

Jana Freytag 

Discussion Items:

TimeItemWhoDescriptionGoals/Info/notes
5min

Administrivia


  • Calendar entries will be extended in to 2023 
  • The CDL subgroup has a new meeting slot: Tuesdays 12-1 pm EST
  • Reports by all subgroups will be given as they see fit 


 Notetaker:  

Laurence Mini 

30 MinLoan-related notes/comments


Meeting Notes

Cornelia introduced Kathrin Lorenz and Tamara Kreß, who presented the concept of having a way in FOLIO to add a note in the loan record for any transaction. Currently FOLIO only allows adding a note to the loan record when you override a block. The German library consortium Kathrin and Tamara represent would find the ability to add a note to any loan useful when lending items to other libraries. The note could hold the transaction number of the interlibrary loan. Having the transaction number in the loan record would make it much easier when, e.g., there is a question "We were expecting to receive this item, can you find out why we haven't received it yet?" Also, the receiving libraries need to have the transaction numbers. Having the loan comment be a token that could be included in the automatic emails sent out would solve this. Thomas advocated, to general agreement, that there should be a "staff only" option for the loan note. Two ways in the UI of adding a note would be to have an "Add comment" button, or to have "Add comment" as an action in the ellipsis menu.

Currently there is no integration between FOLIO and the desktop client used by the German library consortium for receiving ILL requests. Erin recommended that having an integration would be the best solution, and perhaps working on developing an integration in time for 2025 would be better? David said that at Chicago, they have built an integration with Illiad, so FOLIO does not need to store information about the loan.

The SIG members agreed that having a way to add a note to any loan could have various uses beyond interlibrary loan, and it is a "nice to have" feature. For U.S. libraries it is not a high priority. 

David said that having a workflow engine in FOLIO would be very helpful for solving issues such as this, and it might be better to work on having a workflow engine rather than coming up with separate solutions to many different problems.

The SIG members have no objections to the feature, and would welcome having it if the German libraries developed it. Jana suggested that this feature is one that could be worked on during the "P.O. meetings" of the SIG. The German libraries will have discussions, and present again to the RA SIG when ready.