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Notes on item records (15)
Loans on user record (20)
- mockup
- Closed loans – review changes; discuss fields, actions, permissions
- Changes to bring open loans and closed lines in line with fees & fines
Change due date (15)
Recap and action items (5)
Notes
Notes on item records
- 4 overlapping types of notes: public-facing, staff-facing, pop-up on check in, pop-up on check out
- Implement either through checkboxes (preferred) or being able to duplicate notes
- Audience for notes needs to be clear to writer
- Need to discuss workflow for notes displaying at check-in & checkout (can you clear or edit them? Can that be possible, but restricted or otherwise difficult to do?)
- Having # of pieces display on check-in & check-out instead of duplicating that information in notes would be preferable
Loans on patron records
- Need to be able to get to check-in location somewhere. If that's on loan details for a closed loan, that suffices
- "Delete" = anonymize, all-or-nothing (not necessary to go one-by-one)
- However, need to retain information for fines/fees
- Clustering related columns together: title & author, all date fields, and call number & location would be preferable over the current order
- May be possible to change for closed loans but has already been discussed for open loans (not necessary to keep closed loans consistent with open)
- Having an All Loans display - unnecessary and potentially confusing
- Search & filter - would be helpful, but doesn't need to happen for V1, as long as all columns are sortable and the data can be exported
Change due date
- Can be accessed from checkout screen, patron loans, and loan details
- Discussed possibly adding to item record
Action items & next meeting
- Emma: revise closed loans & item notes based on discussion
- Emma: continue revising loans on item record from last week
- Group: if there are other places to access change due date, let Emma know
Next meeting
- Friday, March 9, 11am Eastern
- Meetings March 14, 16 - TAMU members will be out of office and Deb cannot make it on the 16th