...
- Andrea Loigman
- Anya
- Brian Arrigo
- Brooks Travis
- Cate Boerema (Deactivated)
- Rameka Barnes
- William Weare
- mey
- Jana Freytag
- Elizabeth Chenette
- David Bottorff
- Cynthia Lange
- Former user (Deleted)
- @Andy Horbal
- Monica Arnold
- Joshua Lambert
- Kimie Kester
- @Shirley Moentish
- Sharon Wiles-Young
- Schwill, Carsten
- Magda Zacharska
- Cheryl Malmborg
- Donna Minor
- @Karen Durden
Discussion Items
| Time | Item | Who | Description | Goals |
|---|---|---|---|---|
| 2min | Housekeeping | Andrea Loigman |
| |
| 20min | Users UI | Preference of order for accordions | User info, loans, requests, fines/fee, custom fields, patron blocks, notes, contact info, proxy/sponsor, extended info, service points, user permissions. Prefer the addition (repetition) of several pieces of info in User Info. | |
| 40min | Circulation | Implementers |
| Topics we like to take to the Monday Meeting |
|---|
Not naming/renaming the fixed due date schedule data entry table |
Notes
Notes were taken by : Rameka Barnes
Demonstration by Brian Arrigo from Simmons University.
- Permissions for Circulation set up (Covered 2/20)
- Patron Groups (Covered 2/20)
- Locations (Covered 2/20)
- Loan Types(Covered 3/2)
- Material types (Covered 3/2)
- Overdue Fine Policies (Covered 3/2)
- Lost item fee policies(Covered 3/2)
- Request Policies (Covered 3/2)
- Request cancellation reasons (Covered 3/2)
- Patron notice policies (Covered 3/2)
- Patron notice templates (Covered 3/2)
- Fixed due date schedules schedules (Covered 3/5)
- Staff slips (started on 3/5)
- Loan policies
USER UI - Andrea
Preferred Accordion Display for RA SIG: Andrea will let Patty know the result
1. User information |
2. Loans |
3.Requests |
4. Fees/fines |
5. Custom fields |
6. Patron blocks |
7. Notes |
8. Contact information |
9.Proxy/Sponsor |
10. Extended information |
11. Service points |
12. User permissions |
Agreed to reopen JIRA: UXPROD 206: https://folio-org.atlassian.net/browse/UXPROD-206-
Circulation: Implementers Brian Arrigo and Brooks Travis
Fixed Due Date Schedules
- Found at: Settings > Circulation > Loans > Fixed Due Date Schedules
- Brooks Travis demonstrated creating fixed due dates.
- Fixed due dates- Term based due dates that allows you to define a specific due date for items checked out during a specified date range. Date from (start date); Date to( end date); Due date( date you want the items to be due if checked out during the date from and date to date range)
- Schedules are in the order in which they are created.
- Should ideally sort by dates versus by date created
- Circ rules do not need a fixed due date schedule
Staff slips
- Found at: Settings > Circulation > General > Staff slips
- Brooks Travis and Brian Arrigo demonstrated staff slips
- Hold, transit, request delivery and pick slips are prepopulated in the system. You can edit the description and tokens.
- Hold slips- physical slip for any item awaiting pickup form service desk (recall, hold or page)
- Pick slips (Some colleges have this and some don’t)- where are they supposed to be; tokens blank on notices
Bugs Identified in demos:
Editor is not what you see
Where pick slips supposed to be- Some environments have all staff slips and some don’t
Tokens not showing up on the pick slips