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Date raisedIssueAreaComments/QuestionsEntered ByResolved Date Moved from Parking LotResolutionStatus
2017-07-??Use of enter in place of clickcheckoutSIG has asked that one click be required on pop-ups for checkout and check-in.  This came up while discussing the proxy pop-up.  If the person doing checkout hits enter, the items being checked out will be charged to the person standing at the desk, who may not be the intended borrower. Holly Mistlebauer
 
2017-07-??Lost items processpartly fees/finesWhile discussing fines and fees, the issue of lost items was raised.  It was pointed out that charging the fine is just one part of a multi-step process in reporting an item as lost.  We need to develop this process.
 
2017-07-??Historical item details for fees/finesautomated fees/finesWhen we add /fines for overdue items, we will need to have historical information available about how the item looked at the time the overdue was charged.  We need to know when the person checked the book out, when it was due, when they finally brought it back, etc. 
 
2017-08-??Localization of currencyfees/fines (and other monetary functions)

Not all currencies use a period between the 1 and the change like the US does ($1.20).  For example, in Germany they use 1,20 to represent 1 euro and 20 cents.  We need to allow for the library specify what they want to have displayed.  My understanding is that this feature is not slated for v1. Holly: you might want to double check the internationalization tab in the roadmap. My understanding is that v1 should handle currency, currency codes, decimals, and financial localization properly, since it will be needed for acquisitions financial management as well. Ann-Marie Breaux


 
2017-08-??Patron blockscheckoutWhen discussing the patron checkout display data the issue of patron blocks arose.  We need to determine how these will be handled, which includes entering a block, displaying the block, and enforcing the block.
 
2017-08-17Permission overridescheckout (and other places)There needs to be a consistent way of doing overrides for circulation functions.  When students or other workers don't have permission to do a certain task the supervisor needs to be able to step in and override the system to allow the task to be completed. 
 
2017-08-24Calculation/display of accruing finesautomated fees/finesHow do we represent fines that are still in the process of being calculated?  e.g. an overdue fine for an item that has not yet been returnedAndrea Loigman
 
2017-08-24Bursar rejects the transaction and sends it back to the librarytransfer fees/finesWe need to be able to handle this situation.  If the fee/fine is marked as closed it will need to be reopened.
 
2017-08-24Keeping information about an item when a fee/fine has been paidautomated fees/finesWe want to keep loan history for items that have unpaid fees/fines, but what about items with closed fees/fines?  We need background information supporting the fee/fine, but we don't want full loan history. 
 
2017-08-24Use of terms fee and fineFees/FinesSome places we are using fees/fines, others just fees, and still others just fines.  We probably need to be more consistent. comment - Fines and fees are two different things, so all for consistency, but we also need specificity.October 2017 we We have agreed to use "fees/fines" everywhere.
2017-09-26Tenant setting for how much loan history to retainLoansDifferent institutions will have different rules around how much patron loan history to maintain. Need to design/discuss the setting. Also part of this discussion: if we clear patron data from loan history, should we retain general loan history for an item (scrubbed of patron identity) for reporting.Cate Boerema January 2018

Discussed with RA SIG. FOLIO-1017 captures high-level requirements. Need to review with RA and Privacy SIGs.

2017-09-26Tenant setting for hiding the profile pic boxUsers and CheckoutMany institutions won't have profile pictures/avatars in FOLIO. We need a tenant level setting for disabling this so the real-estate isn't occupied by a big empty box or generic avatarSeptember 2017For checkout picture was moved to right side–it's absence won't leave a hole.
2017-09-26Normalized call numberLoans; Fees/FinesNeed a normalized call number stored and used for sorting on Loans page. We are currently displaying a concatenated call number on the Loans page to save on real-estate. But sorting by this concatenated string isn't going to work. FOLIO needs to store a "normalized"call # and use that for sorting on Loans and elsewhere. From experience, this data really needs to be stored as opposed to generated on-the-fly. This is a must-have for v1.Cate Boerema
 
2017-09-26More than one preferred contact methodUsersSome SIG members thought it would be useful to allow users to have >1 preferred contact method so they could receive, for example, both texts and email notifications. The current design only supports one preferred contact method. Will come back to this. October 2017User story in backlog awaiting prioritization: UIU-275
2017-09-25Sort by first authorLoansWe decided we wanted to support sorting by "first author" when there are multiple. I am going to hold off on entering this story until we have finalized the instance metadata and have a sense of how authors, creators etc will be made available. Parking for now.
 
2017-10-23Change due date from Checkout screenCheckoutWe were looking at the new checkout screen and Wendy mentioned that she'd like a way to change the due date right from this page (as opposed to having to go to the Loans page to do this). Voyager allows right click to change date or something. Need to discuss further.Cate Boerema

2017-12-12Option to backdate check in date and time from the “check in” screenCheckoutFor example, if  you are not able to check your campus book drops for several days due to weather (or whatever reason)  and you need to check in all the books you finally are able to fetch out of them, you need to be able to “back date” the check in by date and time to avoid fines that may have accrued while sitting in the book drop.

2017-12-13Solution for auto-checkout or remote/delayed checkout of In Transit for Delivery itemsRequests / CheckoutWhen items are In Transit for Delivery to fill a Request with fulfillment preference of "Delivery" the items need to be checked out to the requester at some point, but facilities may not be available to actually perform the checkout when the item arrives at its delivery destination (e.g. a department mail room)  Some systems have the option to do an automatic checkout for delivery items, which is not an ideal solution.  SIG would like to design something better.  Amazon lockers came up as an idea.Tania Fersenheim

2017-12-13"Recently Returned" statusCheckinNeed the ability to set a period for a "recently returned" status to be automatically applied to and removed from an item after it has been checked in at home and is available for loan.  This period should be configurable by location, possibly by material type?  The status is used to indicate to the public and to staff that, though the item has returned home and is available for loan, it may not have been reshelved yet

2017-12-13Item statuses - some need to be manually editable??Some item statuses need to be manualy changed by eligible staff, and others need to be sacrosanct and only changeable by system actions like checkin, etc.  The list of item statuses which can and cannot be manually changed needs to be defined.

2018-01-11Request List page (need to revisit)RequestsNeed to revisit this page and make sure that we have all the data we need displaying here, filters etc. Also related, there are some request-related reports that may be launched from this UI or may be generated elsewhere.

2018-01-11Check-in page when patron data is scrubbed from loans immediatelyCheck in

How does the Check In page look different for institutions that immediately scrub patron info from loan data after check in? Relates to anonymizing work (FOLIO-1017) as well as to Darcy Branchini's work on the Check In page.