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TimeItemWhoDescriptionGoals
5minHousekeeping Andrea Loigman
10minBlocksHolly Mistlebauerdiscuss 2 additional types of patron blocksAnswer question about patron notices for manual and automated patron blocks. Also mention two type of blocks not previous discussed.
15minClaims returnedEmma BoettcherUser record notes for claims returnedGather requirements for ending claims process and adding note about claim returned to user record. Decide how many notes fields are needed.
30minRequestsCate Boerema (Deactivated)Delivery requests: checking in should automatically check out item to requester

For delivery requests, we had a requirement that said that, when the item was checked in, it should be automatically checked out to the requester (when top request in queue is delivery request).

Questions:
- Do we need to present the check out notes?
- Would check out notes ever prevent check out and, if so, what should happen to the item and request status?
- Need to focus on very thin thread here, but this is in development and getting somewhat complicated due to these questions

The challenge we have run into is that check out can/should be prevented for a variety of reasons:

  • Check out notes (this isn't a "hard prevent" but could cause staff to decide not to check the item out)
  • Patron borrowing block
  • Loan policy with Loanable = N
  • Other?

Given this, we really can't auto-check out items.  Instead, we may need to do the following:

  1. When item is checked in, notify that it is needed for delivery and print delivery slip
  2. Direct user to check out app where requester and item are pre-populated
  3. Happy path: item is checked out and routed for delivery
  4. If checkout fails:
    1. Item in "Awaiting delivery" status
    2. Request in "Open - Awaiting delivery" status
  5. Staff investigates checkout failure and resolves by:
    1. Removing patron block and checking out to requester
    2. Cancelling request and scanning into check in app
    3. Other?

Introducing the new request and item state make this feature significantly more complex.  Do people have ideas for how to simplify for MVP?

If we do decide to introduce the new states, we need to:

  • Update request whitelist
  • Decide whether items that are "Awaiting delivery" can be marked Missing, Lost etc
  • Decide whether requests that are "Open - Awaiting delivery" can expire 
  • Other?


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