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Comments

Item statesEmma Boettcher
Emma will send out table to solicit information on item states relating to lost and missing items (any item where its physical whereabouts are unknown): https://docs.google.com/spreadsheets/d/1vauwFufDLFBtzQ3TE0QZG6wblAeEaM9-fhrTSEHsqM8/edit?usp=sharing
Likely that grossly overdue/aged to lost can be combined with patron reporting item lost












Notes

Erin and Jana discussed the definition of "dummy users":

  • To be called "generic records"
  • Used for internal processing purposes (ex: checking out books to carrels, internal routing of materials, book and copy service), or for external lending or borrowing (consortial/interlibrary loan operations)
  • Need a way to include contact information (name/email/address) in a note field
  • Should be able to assign tags and send notices to such records
  • Records will be accessible by library staff only


It appears that we will not need any special features for the creation of generic records that are not already present in standard patron records. However, other functionality is needed in general for patron records:

  • Deceased flag that prevents use of the record for borrowing or for receiving notices
  • Custom fields
  • Tags
  • Notes
  • Ability to disable/suspend notices (toggle setting)
  • Overwrite protection for entire record or just for certain fields
  • Ability to assign more than one patron block


Forms of "Lost" and "Missing" (Emma):

To clarify which are distinct-use states, we reviewed the list of 5 Lost and Missing statuses from Emma. We agreed that the two Lost statuses (aged to Lost, and patron reports book lost) could be combined into one. The rest of the status variations were not as clear-cut; we are asked to enter our preferences on a wiki page: lost/missing spreadsheet


There will be custom states down the road.


Finally, we are reminded to comment on the JIRA issues that Cate sent out this morning (see list above).