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TimeItemWhoDescriptionGoals
5minHousekeeping and announcementsAndrea Loigman
20minRequestsRequests on new statusesFill out request type matrix for statuses claim returned, declared lost, withdrawn, long missing, lost and paid, withdrawn
20minClaim returned/lostEmma BoettcherClaim returned and declared lost: allowed actionsConfirm prevent/allow/allow through override response for loans actions like change due date
15minItem displayCate Boerema (Deactivated)Call number in item displayGet RA input on call number in item display 

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Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Comments

LoansEmma Boettcher
Prevent change due date for declared lost, aged to lost, and claim returned. Prevent renewal for claim returned; allow renewal with override for aged to lost and declared lost
Requests

It shouldn't be possible to request items with these states:

  • Declared lost
  • Aged to lost
  • Lost and paid
  • Withdrawn
  • Long missing

See updated whitelist here: https://docs.google.com/spreadsheets/d/1jaID-HGft3q4YzJq6Ycy2ejWByAIvou3Zyyw4ko87YI/edit#gid=0


Item display
  • Reviewed this mockup: https://drive.google.com/file/d/1TZSqjQC0ZoNRat6cSB0YIT2WVmcIKTjG/view?usp=sharing
  • Goal of redesign is to make room for Call number accordion
  • This will require rearranging some things so we might take this opportunity to rearrange the item record so the data organization is more sensible overall
  • Feedback:
    • Add Effective call number block and Effective location to the Item data section at top (read only)
    • Show it also in the Call number and Location accordions
    • Remove the call number type from the Call number block display.  Even here in the item record, it is not helpful and is visual clutter.  People are okay with having to work out mentally which one applies.
  • Layout of mockup is an improvement but it would be good to do a card sorting exercise to get more feedback on what belongs where
  • General UI feedback:
    • One person reported finding the whole inventory UI maddening
    • One person didn't have a problem with it
    • One person didn't like the pane header dropdown (too hidden for all these important functions)
    • Several people thought the Title was not prominent enough (it's in grey at the top of the record) 
    • People didn't really like the idea of adding the effective call number to the record header because it was not prominent and also because you can't copy from there
    • We didn't know what data was displaying after "Holdings" in the pane header dropdown.  I found out later this is the holding record call number.  We should discuss if that is helpful or not.


Notes

David Larsen - Asked everyone to inform their Reporting SIG representative the need to have the patron ID included in the GDPR compliancy.

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