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Goals
- Complete review of Loan Rules Manager
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Time | Item | Who | Notes |
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5 min | Housekeeping | Andrea | |
55 min | Loan Rules Manager | Filip | - clarifications and concerns
- Questions:
- Multiple people editing at same time- for 1st release lock down when others edit
and audit trail for changes- change tracker will give you change history and who made the change - Search loan roles- search terms do not have next to each other and filter by exact match or all matches- What does search return?-highlight terms? yes highlight terms in context from top of document
- Show errors how does the system do this- system gives message errors in syntax as you write the rule
- test rules do you have to put a specific item or title or can you add just the criteria- you can type in the criteria and patron. How to enter criteria in interface simple input- item/title or advance input-suggest what operator can enter
- v1 less development on editor fine but need to have the test loan rules feature
- order of loan rules visual display - write criteria with consistency and exceptions will put rule on another line
- What happens if a change happens in loan rule policy and there are already materials checked out with old policy- ACTION ITEM: how should this work–when material returned or another transaction how does the transaction go to new loan rule in the system- Cate Boerema (Deactivated)
- Location hierarchy- order of locations and priorities of hierarchy in rules- how much flexibility of this model; what about ILL level of organization? What about collections? Examples: same shelf locations different collections? Terminology what do we mean by collections and shelf locations or Shared collection ideas? ask developers about hierarchy or $a-$l
- When will we test a loan policy base on real loan rule? When more development finished.
see comments on: https://discuss.folio.org/t/loan-rules-ux-iteration-3/797
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Recording - available through 6/8/2017
https://zoom.us/recording/play/fQrogiflOpwCm4yS9RRJFn0a8jqn7DZr9ie75qIhlABixZ8l2yQClv4hvx_RtrMe