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| Time | Item | Who | Description | Goals/Info/notes |
|---|---|---|---|---|
| 3 | Administrivia | Note taker: Elizabeth Chenette | ||
| 30Min. | CDL | How would FOLIO like to model the circulation of CDL proxies for print items. We are preparing a report looking at building CDL functionality for FOLIO. Part of this work will look at the relationship between a CDL subsystem and the discovery and circulation subsystems of a host Library Management System. Our approach to CDL has been to try to identify the different use-cases and understand the parts of the system which can be configured with policy settings to adapt to different local requirements. In summary, CDL involves the library providing a digital proxy for print items in inventory. Patrons are then granted access to the digital proxy under condition that the physical item is removed from circulation. We are interested in the RA SIGs thoughts on how best to model the circulation part of the process. Although We have some specific questions, it seems like a general discussion about the approach is the place to start? | Info on CDL: https://osf.io/preprints/lawarxiv/7fdyr/ | |
| 30Min | fee/fine | Holly Mistlebauer | Discussion: various fee/fine issues |
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- Resolved via renewal or check in item – staff get a note “this item is claimed returned – found by library? Or found by patron.” Found by patron = they may owe overdue fine or lost item processing fee if that policy applies for your institution. Found by the library= no fees/fines kept (suspended fines/fees go away)
- Resolved via declared lost? Should this reinstate any fines/fees associated with the loan? Item goes from claimed returned to declared lost. Patron charged fees/fines for the item being lost. Holds the patron responsible.
- Resolved via declared missing? Should this provide the opportunity to cancel associated fees/fines? Library believes the patron, but item hasn’t been found. Fees/fines go away. Cancel the suspended fees/fines.
- Canceling the claimed returned – no functionality yet, but this has been specced out by Emma. Use case is for item that is checked out, patron says they returned it, but then phones/emails when realize they didn't return it – canceling the 'claimed returned' would return item to state it was in before the 'claimed returned'.
Question about workflow for replacement copies -- There is no feature, but suggestion is to bill the item as lost. Use a workaround and create a payment type of “replacement copy” in FOLIO. Pay the lost item fee with a replacement copy. Doesn’t let you automatically create a replacement copy processing fee. There are places in FOLIO policies to enter what the replacement copy processing fee would be, but they don’t trigger an action by the system yet. This is still being developed. Implementation is planned.
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