Page Comparison

Date

08 Mar 2021

Attendees

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Notes

TOPIC #1          Brooks Travis    Discuss interaction between "change due date" and requests

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TOPIC #2          Jana Freytag     German Librarians did a gap analysis and identified missing features in FOLIO. They created a spreadsheet to share with the group. Possibly a way the group can brainstorm other missing features that members discover. These are features they need for go live.

--UXPROD-2877 Feature exists?

Refuse check in if item is not at primary service point for home location

--UXPROD-2015 Feature exists?

Fees/Fines implementing reminder fee for German Libraries. Note goes out to patron and at that moment a fee is charged on the patron’s account. Brooks says they are a fan because this would solve a problem for them.

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We’d all find this useful, but not sure how many of us could live without it.  Interest in this at Cornell. Some folks actually even seem to think it's a pretty big deal, so we might end up ranking this fairly highly.

--UXPROD-1041 Anonymization of request data. A feature is needed (Brooks)

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Example, change loan date for all patrons via UI. What is the workaround right now? Adapting an API and building a file to load data into that API or writing a sophisticated SQL (not preferred). When you change a loan date you also must go to scheduled notice table and change all the scheduled notice dates. It would be nice to be able to have something in the UI so you could schedule this and define your criteria for what loans should be involved. Changing the notices is where it would get tricky. Writing some workaround documentation. If anyone scripts something for this it should be shared with everyone. We do want it in a UI. Grouping this under bulk editing may not be quite right. No UI to loans outside of the user record. No bulk UI to loans. There is the Circ Log, which may be a way to extend that. When you migrate data, it doesn’t exist in the Circ Log. There is an API into the Circ Log. Or if you use the business logic you could do it.

--UXPROD-2814    Brooks will take this to User Management for discussion

In addition to pop up notes it would be good to show user notes at check out in the account summary on the left side. Being discussed in User Management. When discussed in the past, certain user notes needed to generate a pop-up so that staff would stop because a patron needs to do something before the staff member proceeds. Two things here. A certain kind of note does pop-up and have other kinds of notes show on the left-hand side. And then as a workflow decision you decide which types of notes you will use. When you create the note, you say whether it will be a pop-up or not. Notes modal on the user record is the same component used in eholdings. Some notes are shared by other components. They would like a fixed field on the display on the checkout screen. Perhaps a flag to designate where to display the note. We want certain kinds of notes to be pop-up. On left-hand side we want a display that shows how many notes there are and a link to those notes.

--UXPROD-2016 Ability to override for certain loan functions           Feature exists

For example, renewal of hold request in an extraordinary circumstance. Cannot override renewal of an item with a hold. Not sure where this interacts with user permissions. Perhaps this situation wasn’t covered previously because it wasn’t thought about.

--UXPROD-1275_Offline checkouts This wasn’t discussed.

--UXPROD-845 Cash drawer.           This feature is scheduled for Juniper.

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Fees are charged the moment they are overdue, not totaled when the book is returned. Each day patrons can see the amount of fees that have occurred. Some libraries do this each day depending on their policies, and there may be different fee amounts for the first few days and a different rate for subsequent days.

--UXPROD-2950 Overdue fine policies with staggered fees.              Feature created on March 9, 2021 by Holly

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