: List your 3 major gaps (per institution)
yellow = Topic in gap list working group session
|App||Functionality||JIRA||Status and next steps||Name (to guide the Feature)||Notes||Use case||+ 1 (Name/Institution)|
Thin thread - Tom Trutt
Anonymization of request data (see loan data)
Should be on its own settings page: anonymize all (closed loans/requests/fees/fines, circ log, ...) and single anonymization ; Possibility of "partial anonymization" of loan history, (background - service for users to be able to view their loan-history, but to delete titles they do not want to have stored)
Invite someone to give us an update
Tim & Jakub & Axel
|all / WOLFCon23|
Revisit if any other performance issue comes up
ok for now
We continue to worry about what performance times we'll see once the fall semester starts, when we will suddenly become much busier.
|Check in/out||Performance||At Chicago, performance is generally fine, but we continue to have periodic cases where the checkout screen resets in the middle of a patron transaction. It may be related to the session timeout setting; Chicago is experimenting with removing the timeout entirely (rather than a long setting of 10 minutes) to see if this eliminates the problem.|
Have a separate discussion on actual costs in the SIG meeting
more refinement is needed here
|Very high on our wish list|
Erin Weller/MSU Tom Paige / 5C Olga K. / Douglas College
|Fee/Fines||Fee/fine export - transfers||Tom Trutt||The current transfer system needs to be expanded, and refunds needs to be implemented.|
UXPROD-2035 Need to see check out count on item record
|Staff want check out count to be to be easily identified when opening an item record.||Lehigh University|
|Multiple||Bulk edit records|
ask Magda for another update to bring in our requirements
280 Kiwi points
From an RA perspective, we want this for reserves.
Also used for moving items in and out of special locations/storage.
Interests for presentation: Permissions on bulk edit
|Multiple||Note + staff slip refinements||In draft, need refinement||Tom Trutt - Working with CU staff to see if these are needed and refine them, will bring back to SIG.||Patron/staff user experience|
|Multiple||Anonymous user ID token in notices and staff slips||Tara Barnett|
When placing requested material on hold shelf, the library may want to not expose the name of the patron. Instead a code based on e.g first letter and
A configurable token is needed for patron notices and staff slips. This also need to be exposed in Hold shelf clearance report and of course in the user record.
|Multiple||Three-part item state|
Have a separate discussion / restart the discussion
|Tom Trutt - PO|
Removes the need for Special Library Cards. More accurately describes an item's current status.
|Multiple||Cancelling claim returns||David||Staff now can only close a loan and mark an item missing or bill the loan as lost once the item has been claimed returned.||Staff need to be able to cancel a claim return and revert the status of loans, notices, and fees/fines to their state prior to being placed on claim. A patron reports returning an item, it is placed on claim, and then they find it and still have the right to keep it.||UChicago|
|Multiple||Automatic renewals||David||UChicago currently uses a semi-manual process to perform automatic renewals via API (needed both for customer service and because of performance impact of renewals on FOLIO). Having a built-in feature would be more foolproof and reduce staff time.|
|Multiple||Recently returned item status||hebis|
|Notices||Claim return notices||Staff need to be able to send notices to patrons about the ongoing claim return search process and the final outcome of the claim process.||UChicago|
|Notices||Text delivery||We'd like to have the option to deliver some notices via text message, particularly time-sensitive ones like short term loan courtesy/overdue notices.||Five Colleges|
|Notices||Multiple items on a request notice for a single patron|
|Permissions||More granular permissions|
Staff can see other Staff members but not users ; Or employees can only see users but not employees
Another Use case: Ability to check out without having full access to users app.
Erin Nettifee proposal on permissions
Nina Morgenstern/hebis (esp. fee/fine permissions)
Automated printing process
Printing of Screens
Printing of return receipts or other defined by settings (it is a regional legal requirement)
A Printing administration would be used to log unprinted notices for reprinting and for follow ups
Printing of screens is needed in some cases to print user data to be in line with GDPR
|Requests||Filter requests by item effective location|
Per JIRA, this is one of the most highly ranked remaining Requests features. We'd also like to be able to print just notices that we haven't already printed–does anyone know if there's already a feature for this?
Add a filter on the left menu filtering by items effective location
|Not having this has proven to be a major source of aggravation for access services staff at Cornell since our 7/1 go-live date|
|Requests||Sort Pick Slips by call number|
|When Pick slips are printed from the Requests app, they need to be manually sorted by location, then call number, a time-consuming process||Five Colleges|
|Requests / multiple||Recall requests need to alter notice policies||Tom Trutt - Back end (as part of sorted slips and anon)||Items that are recalled need to send a different courtesy and overdue notice template and needs to send it on a more frequent schedule (notice policy) than a standard loan. Patrons need to receive clear communication beyond the initial recall notice that an item has been recalled and will have overdue fines charged.|
|Requests / Bookings||Add a new type of request - Booking, which will allow to request an item for specific date/time in the future|
We have quite big equipment collection that circulates a lot. In addition to the regular everyday use, many of those items are needed for different college events and requested in advance by faculty and students. We desperately need a way to place bookings on those items in Folio. Those bookings should be taken into account when items are checked out to other users.
All bookings are done by staff, so external interface is low on our priority list. Currently patrons submit their requests via a simple form on our website.
|Users||Search performance||Somewhat outside of RA SIG, but the users search in the user app remains frustratingly slow|
|Users/Check out||Reading room only check outs|
This topic was discussed in the implementers SIG:
Allow courses to have a temporary loan type that applies to all items placed on reserve for that course
5C / UMass top Courses priority (Gabe Stetson)
Bulk add items to a course
5C / UMass second Courses priority (Gabe Stetson)
Allow Users to Add Items to Course by Using an Item Search, Rather than just a Barcode
5C / UMass third Courses priority (Gabe Stetson)
Allow Addition of Electronic Items to a Course, Without Needing to Create a "fake" Barcode.
5C / UMass fourth Courses priority (Gabe Stetson)
When removing an item from a reserve list, check if item is on reserve for another class, and require confirmation for removal if found
5C / UMass fifth Courses priority (Gabe Stetson)
|Courses||It would be great to be able to sort by more than just course name, course code, and section in the courses pane. Also, it would be good to be able to add fields to that view (like number of students, location, etc)|
5C / UMass (Gabe Stetson)
|Courses||Temporary loan type is automatically removed when an item is removed from a Course|
Mentioned in Reserves Slack channel as a desired feature (Migena Rrapushaj - Villanova)
|Users/Check out||It would be great to have an Action on the User record that allows you to initiate check out to the user in question. This is a feature in Koha that is used frequently by the library.||Molly Driscoll||Linked feature was closed, but Actions menu contains shortcuts to new requests, fees/fines, and blocks, but not Check out.|
WHU - Otto Beisheim School of Management