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Kimie Kester

Holly Mistlebauer

mey


Discussion tems

TimeItemWhoDescriptionGoals
5minHousekeeping



20minRequest whitelist
-Review wireframe for whitelist configuration and get initial feedback

Q2 2019 Requests Discussions PPT (with this topic and more): https://docs.google.com/presentation/d/1hNYBxUdy3pGKKpo5BkY7bJFfBEVdEG1idCecY1xVwko/edit?usp=sharing
15minAnonymized loansEmma Boettcher
Given fields on user record that are currently in place, how should this appear?
Given proposed fields on user record (statistical code/affiliation, custom fields), to what extent are these fields helpful to show on an anonymized loan (as opposed to just in reporting)
20minNotice /item historyContinuation of conversation around patron notice reportsDetermine needs for patron and item notification history.

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Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Comments

e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
RequestsUnknown

Reviewed wireframes for configurable whitelist:

  • Decided wireframes makes sense 
  • Some questioned priority and felt they might just enable all kinds of requests for all item states and then use request policies to limit what can be done
  • Others felt this would be useful and is better than what they have today
  • A few people thought it would be nice to be able to do this configuration by location or library (as opposed to by tenant)
  • But people also felt that different configurations with a single tenant invited a great deal of complexity for the system and patrons 
  • In the end we agreed by tenant made sense
RequestsCate Boerema (Deactivated)Q2 2019

Revisited decision about which requests should display in the loan action history table:

  • In light of the fact that we are designing a "circ log" with detailed info about requests on items by patrons, do we really need to display all requests in the loan action history? 
    • This is complex development
    • Developers say it would be much easier to fix the bug if we just showed requests that affect due date
  • SIG would still prefer to see all, as requests that don't change the due date can also impact the loan.  Holds may make it impossible to renew a loan, for example
  • BUT SIG agreed that if we had the circ log easily accessible and also a link to the request queue, it would be fine

LoansEmma BoettcherQ2 2019
  • Of the fields currently on an anonymized loan, display some text where a name has been scrubbed, and display the patron group always
  • Of the proposed user record fields to retain on an anonymized loan (statistical codes, custom fields such as department), show, but having them one click away is also fine
  • Further question: should what fields are retained on loans also be included in anonymization settings? 

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