RA - Requests 2018 03 07

Date

Attendees


Goals

  • Request queue - finalize UX?
  • Cancellation button/modal
  • Unavailable items brainstorming doc

Discussion items

TimeItemWhoNotes
5 minHousekeepingTania

Today's Note taker - Andrea Davis

10 minQuestions

Tania

Any questions or thoughts from Friday's meeting?

10 minRequest QueueTania

Review & discuss mockup of Request queue

  • Mock-up of request queue pop-up from request detail page
    • v.1: first in, first out
    • intend reordering and bulk actions, including cancellation of multiple requests at once
    • Tania hopes this will not be only place for hold request bulk action (David wants ability to delete all holds for a give patron)
    • Each line is clickable
    • Currently, item-level holds; title-level holds in future b/c it is more complex
    • Desired additional features or changes: 
      • Loan availability status at top
      • Home/owning location of item
      • Where/how to indicate other factors affecting availability
        • Preservation, billed for replacement, on order, etc
        • Due date if on loan
    • User story for request queue hopefully to developers by Fri after edits by Tania & Kimie
15 minCancellation

Kimie

Review & discuss mockup of cancellation
  • Kimie did cancellation mock-ups—question of “button proliferation”
    • Cancel request--Details dropdown
    • Confirm cancellation pop-up w/ reasons dropdown—intended to be modifiable by local systems admins
    • Issue of cancel vs confirm wording on buttons
      • Avoid delete b/c not deleting data when deleting request
      • Close? Back?  Will talk again on Fri, may need to test on users
10 minUnavailable item brainstormingAll

Review and discuss/add to the Unavailable Items and Requests Brainstorming doc

  • Beyond on loan
  • Many reasons may be a status/process which will mean item is unavailable for loan, but not checked out
  • But, don’t want to miss anything which may not fall into that group
  • Libraries get option to categorically allow or disallow requests for unavailable items not on loan
  • Tania is sending a link for requests policies notes
10 minWrap-upAll

Next steps / homework

  • yes for Tania and Kimie
  • rest of group—added later by Tania
  • RA SIG mtg—this subgroup will report back to them at Thurs, March 7, 11 am mtg
    • Tania will send Zoom link
    • Topics to report:  cancellation screen progress, request queue screen progress and tweaks