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TimeItemWhoDescriptionGoals
2minHousekeeping Andrea Loigman
20minUsers UIPreference of order for accordionsUser 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.
40minCirculationImplementers 


Topics we like to take to the Monday Meeting

Not naming/renaming the fixed due date schedule data entry table

(question)

(Frage) 
Image Modified



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