: List your 3 major gaps (per institution)
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| App | Functionality | JIRA | Status and next steps | Name (to guide the Feature) | Notes | Use case | + 1 (Name/Institution) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Anonymization | Anonymization |
Thin thread version - API only no UI settings.
| e.g. Anonymization of request data (see loan data) | GBV Cornell hbz Chalmers | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Anonymization | Costum Custom anonymization | low priority  | Should be on its own settings page: anonymize all (closed loans/requests/fees/fines, circ log, ...) and single anonymization ; Possibility of "partial anonymization" of loan history, (background - service for users to be able to view their loan-history, but to delete titles they do not want to have stored) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| APIs | SIP2 |
| Scheduled: 2024-02-22 Invite: Tim & Jakub & Axel | all / WOLFCon23 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Check in/out | Performance |
| Revisit if any other performance issue comes up ok for now | We continue to worry about what performance times we'll see once the fall semester starts, when we will suddenly become much busier. |
David Bottorff/UChicago | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Check in/out | Performance |
| Revisit if any other performance issue comes up ok for now | At Chicago, performance is generally fine, but we continue to have periodic cases where the checkout screen resets in the middle of a patron transaction. It may be related to the session timeout setting; Chicago is experimenting with removing the timeout entirely (rather than a long setting of 10 minutes) to see if this eliminates the problem. | Cornell David Bottorff/UChicago | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Fees/Fines | Actual Cost |
UXPROD-4776 : itemCost Field on item record | Have a separate discussion on actual costs in the SIG meeting more refinement is needed here Waits for Cornelia Awenius | : There is still some work to be done on this e.g. field in item records | Very high on our wish list | Cornell (modified) Erin Weller/MSU Tom Paige / 5C Olga K. / Douglas College | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Fee/Fines | Fee/fine export - transfers | Tom Trutt | The current transfer system needs to be expanded, and refunds needs to be implemented. | Cornell Five Colleges | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Inventory | Metadata management | UXPROD-2035 Need to see check out count on item record | : Have a joint meeting with Metadata Management SIG on this | Staff want check out count to be to be easily identified when opening an item record. | Lehigh University Wellesley College | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Bulk edit records |
| In Process ask Magda for another update to bring in our requirements | 280 Kiwi points | From an RA perspective, we want this for reserves. Also used for moving items in and out of special locations/storage. Interests for presentation: Permissions on bulk edit | Cornell | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Note + staff slip refinements |
| In draft, need refinement | Tom Trutt - Working with CU staff to see if these are needed and refine them, will bring back to SIG. | Patron/staff user experience | Cornell Douglas College | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Anonymous user ID token in notices and staff slips |
| Tara Barnett | When placing requested material on hold shelf, the library may want to not expose the name of the patron. Instead a code based on e.g first letter and A configurable token is needed for patron notices and staff slips. This also need to be exposed in Hold shelf clearance report and of course in the user record. | Chalmers | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Three-part item state |
| Have a separate discussion / restart the discussion First discussion: 2024-02-08 | Tom Trutt - PO | Removes the need for Special Library Cards. More accurately describes an item's current status. CDL considerations | Cornell David Bottorff/UChicago Lehigh University | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Cancelling claim returns | David | Staff now can only close a loan and mark an item missing or bill the loan as lost once the item has been claimed returned. | Staff need to be able to cancel a claim return and revert the status of loans, notices, and fees/fines to their state prior to being placed on claim. A patron reports returning an item, it is placed on claim, and then they find it and still have the right to keep it. | UChicago | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Automatic renewals |
| David | UChicago currently uses a semi-manual process to perform automatic renewals via API (needed both for customer service and because of performance impact of renewals on FOLIO). Having a built-in feature would be more foolproof and reduce staff time. | UChicago Magnus A/LiU hbz Five Colleges Douglas College Lehigh University Chalmers | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Recently returned item status |
| deferred until 3-Part-item-State implementation | hebis | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Notices | Claim return notices | : keep it on the waiting list | Staff need to be able to send notices to patrons about the ongoing claim return search process and the final outcome of the claim process. | UChicago | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Notices | Text delivery |
| : keep it on the waiting list | We'd like to have the option to deliver some notices via text message, particularly time-sensitive ones like short term loan courtesy/overdue notices. | Five Colleges | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Notices | Multiple items on a request notice for a single patron |
| Magnus Andersson | : possible topic for the working meeting | LiU hbz Douglas College | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Permissions | More granular permissions | Notices | Copy or blind copy notices to a library email account | Very useful for testing and also helps with patrons who say that they never received the notice. | Douglas College | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Users/Notices | Notification to >1 e-mail addresses | students might not look into their university account so many of our libraries additionally store the private e-mail address. Other use case for university staff: both home address and university are important as several institutions don't allow the (automated) redirection aof e-mails. Idea: field e-mail adddress is repeatable; with a checkbox to indicate whether a notification must be sent to that address. | GBV | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Permissions | More granular permissions | Staff can see other Staff members but not users ; Or employees can only see users but not employees Another Use case: Ability to check out without having full access to users app. (OLD ACCOUNT) Erin Nettifee proposal on permissions | GBV Cornell? Nina Morgenstern/hebis (esp. fee/fine permissions) hbz | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Printing | Automated printing process Printing administration Printing of Screens |
| : keep it on the waiting list | Printing of return receipts or other defined by settings (it is a regional legal requirement) A Printing administration would be used to log unprinted notices for reprinting and for follow ups Printing of screens is needed in some cases to print user data to be in line with GDPR | GBV hbz Five Colleges | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Requests | Filter requests by item effective location |
| Looks like no further refinement needed Thomas Trutt update | Per JIRA, this is one of the most highly ranked remaining Requests features. We'd also like to be able to print just notices that we haven't already printed–does anyone know if there's already a feature for this? (possibly UXPROD-4722 and UXPROD-4404) Add a filter on the left menu filtering by items effective location | Not having this has proven to be a major source of aggravation for access services staff at Cornell since our 7/1 go-live date | Cornell Erin Weller/MSU David Bottorff/UChicago hbz | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Requests | Sort Pick Slips by call number |
| Susan Kimball Tom Trutt | When Pick slips are printed from the Requests app, they need to be manually sorted by location, then call number, a time-consuming process | Five Colleges | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Requests / multiple | Recall requests need to alter notice policies | UXPROD-2112 - New triggers for overdue then recalled, and recalled and overdue Possibly also UXPROD-2150 - Future Fees/Fines: Do not charge Recall Overdue Fine if recall was cancelled by patron | Tom Trutt - Back end (as part of sorted slips and anon) | : possible Gap list topic | Items that are recalled need to send a different courtesy and overdue notice template and needs to send it on a more frequent schedule (notice policy) than a standard loan. Patrons need to receive clear communication beyond the initial recall notice that an item has been recalled and will have overdue fines charged. | UChicago Cornell Douglas College | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Requests / Bookings | Add a new type of request - Booking, which will allow to request an item for specific date/time in the future |
| We have quite big equipment collection that circulates a lot. In addition to the regular everyday use, many of those items are needed for different college events and requested in advance by faculty and students. We desperately need a way to place bookings on those items in Folio. Those bookings should be taken into account when items are checked out to other users. All bookings are done by staff, so external interface is low on our priority list. Currently patrons submit their requests via a simple form on our website. | Douglas College GBV | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Users | Search performance | Somewhat outside of RA SIG, but the users search in the user app remains frustratingly slow | UChicago Cornell | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Users/Check out | Reading room only check outs |
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This topic was discussed in the implementers SIG: 2023-11-28 FOLIO Implementers Meeting Notes : Smallgroup Meeting scheduled | Mainz, hebis GBV, UChicago | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Courses | Allow courses to have a temporary loan type that applies to all items placed on reserve for that course |
| 5C / UMass top Courses priority (Gabe Stetson) Stanford | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Courses | Bulk add items to a course |
| 5C / UMass second Courses priority (Gabe Stetson) Douglas College Stanford | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Courses | Allow Users to Add Items to Course by Using an Item Search, Rather than just a Barcode |
| 5C / UMass third Courses priority (Gabe Stetson) Douglas College | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Courses | Allow Addition of Electronic Items to a Course, Without Needing to Create a "fake" Barcode. |
| 5C / UMass fourth Courses priority (Gabe Stetson) Douglas College Stanford | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Courses | When removing an item from a reserve list, check if item is on reserve for another class, and require confirmation for removal if found |
| 5C / UMass fifth Courses priority (Gabe Stetson) Douglas College Wellesley College | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Courses | It would be great to be able to sort by more than just course name, course code, and section in the courses pane. Also, it would be good to be able to add fields to that view (like number of students, location, etc) | 5C / UMass (Gabe Stetson) Douglas College | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Courses | Temporary loan type is automatically removed when an item is removed from a Course | Mentioned in Reserves Slack channel as a desired feature (Migena Rrapushaj - Villanova) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Users/Check out | It would be great to have an Action on the User record that allows you to initiate check out to the user in question. This is a feature in Koha that is used frequently by the library. |
| Molly Driscoll | Linked feature was closed, but Actions menu contains shortcuts to new requests, fees/fines, and blocks, but not Check out. | WHU - Otto Beisheim School of Management | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Multiple | Check in AND Check out note (General circulation note) OR duplicate notes action | Libraries often use the same text for check in and check out notes. We discussed on slack the possibility of either having a general circulation note that is visible at both check in and check out, or adding the ability to duplicate a circulation note. One use-case I've heard is wanting to have a pop-up specifically for reserves items. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Check out | Apply the “Opening time offset” setting consistently | Folio pays attention to the offset setting only if the Due Time falls during the closed hours/days. Make Folio always check the offset setting when an hourly item is checked out, so the behaviour is consistent. | Douglas College | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Requests | Configurable ability to place requests on Aged to Lost items | Tara Barnett | SPL would like to be able to place requests on aged to lost items, which is currently not allowed. They need this for several reasons, including that aged to Lost items are often returned, and high demand items generate new purchases. | Spokane Public Library | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Requests | Set hold expiration at the time of request | Tara Barnett | CU Boulder would like to be able to set the hold expiration date at the time of placing the request for ILL items. This is because many libraries hold ILL items on the hold shelf until the items themselves are due. | CU Boulder | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Check In | Add pop-up for Suppressed state items | Tara Barnett | SPL would like to have a configurable option for pop-up notices to flag suppressed items at the point of check in. | Spokane Public Library |
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