2017-11-13 Resource Access Meeting Notes

Date

13 Nov 2017

Time

Item

Who

Notes

5min

Housekeeping

Notekeeper - Marc Keepper
Carsten - Andrea raised possibility of Carsten providing a demo of a tool/project to manage/reduce loan rules by a factor of X
Reminder: There will NO RA SIG meeting on Thursday, 23 November. It's the American Thanksgiving holiday. Almost all academics closed both Thursday & Friday, 23-24 November.

55 min

Fine and Fees

Fines & Fees Filtering Demo

Proposed demo/sharing of info Carsten Schwill
Q: Are RA SIG members interested? Would be in future meeting
A: General immediate consensus: RA SIG members interested.
Action requested: Please email Andrea if you have questions and/or interest in this Carsten sharing his experience.

Fines & Fees Filtering Demo (Darcy showing current mockups for feedback)
Discussion of Filtering Placeholders & Design, incl. Columns, Filtering, Sort & version 1 (or not?)
Tenant-level being equivalent to customer or institution-level
Discussion of efficacy of filtering: Designing for the 90 or 10% usage cases. Inclusion/prioritization for v.1
Conclusion reached in re: design consideration for filtering and/or adding columns to allow library staff to have enough billing detail?
Darcy sent the link to the Google Drive for the fines/fees filtering screen design: https://drive.google.com/drive/folders/1xUhM7sTfEOf_7CR8bWjc-WJsGYVK2e0x?usp=sharing
Action to group: Please access the Google link (above) before Thursday's meeting (16 November 2017) . Show to frontline staff with the objective if the available information shown meets the 90% use cases for allowing circulation/billing staff to have a successful discussion with library patrons/users about their fines/fees balance.