2023-01-09 Resource Access Meeting Notes

Date


Recordings

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

Zoom

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

Attendees

Holly Mistlebauer 

julie.bickle 

Kathrin Lorenz 

Charlotte Whitt 

Axel Dörrer 

Kristina Dorrough 

Nina Morgenstern 

Lara Moch 

Laurence Mini 

Erin Weller 

Tobi Hines 

Martina Tumulla 

Cheryl Malmborg 

Andrea Loigman 

lisa perchermeier 

Thomas Trutt 

Laszlo Jakusovszky 

Mark Canney 

David Bottorff 

Susan Kimball 

Kimie Kester 

Andy Horbal 

Elizabeth Chenette 

Monica Arnold 

Rebecca Pernell 

Paivi Rentz

Karen White 

Amelia Sutton 

Kara Hart 

Jana Freytag 

Discussion Items:

Time

Item

Who

Description

Goals/Info/notes

5min

Administrivia

Survey: Please help make the SIG work better: https://forms.gle/wiXmNQr5sPfLGH6Y6

no meeting on January 16th: Martin Luther King Day

Recordings: only November 28th seems to be lost?

Hello new Members of the RA SIG 👋
So Happy to have you all, please feel free to contact Cornelia and me with any question you might have.
This document is our RA SIG Member Cheat Sheet which should provide you with some helpful info on getting started here: doc


Note taker: Jana Freytag 

please add freely to them

meeting_saved_chat.txt

meeting_saved_closed_caption.txt

30Min

Loan-related comments

UXPROD-3913 - Getting issue details... STATUS

See previous discussion from Nov 28th

2022-11-28 Resource Access Meeting Notes

25MinUsability of using actual cost for lost itemsHolly Mistlebauer 

Holly will show how the "Lost items requiring actual cost" processing page will work in the Orchid release and discuss the following future feature work...

UXPROD-3955 - Getting issue details... STATUS

UXPROD-3954 - Getting issue details... STATUS

  1. Will approach work for your library?
  2. Which of the two features at left should be worked on first?

Meeting Notes


  • Loan comments:
    • The Team of the UB Mainz and Index Data is going to develop the loan comments
    • Kristina Dorrough brought up use case for loan comments when recalling an item: want to have a note to the patron to bring the item to a specific location, etc.
    • Use Case: Making the comments editable for loans that are going on for a very long time
    • Thomas Trutt in Chat: That makes sense.. With Voyager the notes where editable by staff and removable.

    • Making it not visible to the patron should be possible
    • Minimal solution: get the patron note flipped to a staff note or suppress from Patron view
    • setting a timestamp on notes/note type
    • Question of whether creating / editing etc. notes should have specific permission(s) needs to be considered


  • Usability of using actual cost for lost items:
    • Will approach work for your library?
    • Which of the two features at left should be worked on first?
  • Question in Chat by Laurence Mini: Can the  "close the loan after" option in settings be changed to only show up when 'Actual cost' is selected (like what happens in new loan policy depending on whether rolling / fixed is selected as loan profile)?
    • probably not a high priority but Holly will writ it up
    • David Bottorff: unless it is a required setting? - Yes, but only required if actual cost is selected
  • Susan: Is the actual cost record going to be automatically canceled upon return? - Yes if something is renewed or returned the actual cost record will go away
  • Rebecca Pernell in Chat: Please explain cancelled again — is it simply not billed? - yes ('Do not bill' was selected as action; differs from Expired where item was not billed in time)
  • Holly is working on a video demonstrating how Actual cost will work (waiting for Continue bug in Do not bill to be fixed)
  • Please bring your Questions to our next meeting!