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Meeting details

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  • Continue with last week's questions

Notes

  1. If items have different locations from their holdings, should the holding location change based on items? For one item with a different location, and for items with multiple locations?
    • Ask MM/MM - clean up issue
    • Wouldn't happen by default, especially with temporary locations
    • Institutional decision about own workflow for when they change item and holding data
      • Duke wants source of truth for where resources are stored to be holding
    • FOLIO inherits from holdings down to item
    • Not something to happen in remote storage workflow with Dematic
  2. When we change a location to remote storage it is the permanent location, can that location be changed again
    • Yes, deaccession process
  3. Accession queue setting
    • Rare, but not a regular change
    • Should be allowed, but won't be a regular occurrence
    • Permission for remote system configuration appropriate
  4. How do we work around not having deaccession in the first implementation? What should happen if a user changes a remote storage location to a standard location in item or holding record?
    • Deaccession is a more intricate process - David (Dematic)
      • Special code
      • Wouldn't be done on purpose
      • Doesn’t seem critical
    • Cammie (CaiaSoft)
      • People change accidentally, report says this location doesn't match
    • Jacquie
      • Similar exception report
    • Mary & David use access query to run report
    • Cammie don't want to withdraw item from library system unless item is physically in hand
    • Add confirmation popup: Are you sure you want to remove this item from remote storage?
      • If yes, run an exception report or communicate this to Remote storage location, this includes x number of titles
      • Cancel
    • Retrieval process future state?

After answering questions above, group talked through Configuration settings, commented within Vision document

Artefacts

Slide deck

View file
nameRemote storage meeting 8 Oct 2020.pptx
height250

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Name

Present?

Stephanie BuckX
Cate Boerema
Mike Gorrell
Jacquie Samples
Erin Nettifee
Andrea Loigman
Mary Morgan
Cammie Wyckoff
Tod Olson
Uschi Klute
David Bottorff
Rob O'Connell
Patty Waninger