Date
Attendees
- Charlotte Whitt
- Cheryl Malmborg
- Joanne Leary
- Maria Grzeschniok
- Mark Canney
- Wendy Wilcox
- William Weare
- David Bottorff
- Matthew Sullivan
- Michael Winkler
- Rameka Barnes
Goals
- Finalize missing details related to proxy relationships
- Review wire-frames related to loan actions
Discussion items
| Time | Item | Who | Notes |
|---|---|---|---|
| 5 min | Andrea | Housekeeping |
|
| 5 min? | Cate and Matt | Proxy | Follow-up questions (if any) |
| 50 min | Cate and Matt | Loan actions |
|
Notes
We began a discussion about the wireframes Matt produced for working with (viewing and updating) patron loan records. In order to work with these records, a great deal of information is required. Ideally, the crucial information should be displayed on one screen, and secondary information should be displayable via clicking on elements to a secondary screen in a new tab. Screens include the Current transactions (items currently checked out by the patron), and Closed transactions (patron checkout history) and Item Transaction History (not patron-specific). Because some institutions retain patron information in circ transaction history, and some do not, this has to be configurable.
Features that we need on patron transaction screens:
- Required fields include: full-detail call number, full-detail location, title, author, barcode number, due date, loan status (such as renewed, recalled); action selector; selection check boxes
- Secondary fields include: click to full-detail bib/holdings/item info; click to full-detail transaction history; click to requestor information
- On patron transaction screens, we need to be able to apply the actions to one, several or all items
- There should be a way to enter comments/notes (not resolved)
- We need to be able to filter and sort on field column headers
We will continue discussing these wireframes at the upcoming meeting (Thursday June 15).