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Attendees
- Charlotte Whitt
- Cheryl Malmborg
- Joanne Leary
- Maria Grzeschniok
- Mark Canney
- Wendy Wilcox
- William Weare
- David Bottorff
- Matthew Sullivan
- Michael Winkler
- Rameka Barnes
Goals
- Finalize missing details related to proxy relationships
- Review wire-frames related to loan actions
Discussion items
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| Time | Item | Who | Notes |
|---|---|---|---|
| 5 min | Andrea | Housekeeping |
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| 5 min? | Cate and Matt | Proxy | Follow-up questions (if any) |
| 50 min | Cate | , Harry and/or VinceLocations continued |
|
Notes
| and Matt | Loan actions |
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Notes
We began a discussion about the wireframes Matt produced for working with (viewing and updating) patron loan records. In order to work with these records, a great deal of information is required. Ideally, the crucial information should be displayed on one screen, and secondary information should be displayable via clicking on elements to a secondary screen in a new tab. Screens include the Current transactions (items currently checked out by the patron), and Closed transactions (patron checkout history) and Item Transaction History (not patron-specific). Because some institutions retain patron information in circ transaction history, and some do not, this has to be configurable.
Features that we need on patron transaction screens:
- Required fields include: full-detail call number, full-detail location, title, author, barcode number, due date, loan status (such as renewed, recalled/requested); action pulldown; item selection check boxes
- Secondary fields include:
- click to full-detail bib/holdings/item info;
- click to full-detail patron transaction history, including notices sent;
- click to full-detail item transaction history (not specific to a patron);
- click to requestor information
Functionality:
- We need to be able to apply the actions to one, several or all items
- There should be a way to enter transaction-related comments to one / many / all selected items
- We need to be able to filter and sort on field column headers; sorting and filtering applies to entire list, not just the items that can be displayed on one screen
- We should be able to print/export list of items (all or selected)
We will continue discussing these wireframes at the upcoming meeting (Thursday June 15).