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2/23/2018 meeting

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Agenda

  • Loan on item record
    • mockups (only covers current status at this point, not circulation history)
    • permissions, overrides

  • Closed loan
    • adjustments to fields based on our discussion, and search moved to sidebar as it is for related screens (fines & fees) (also affecting open loans)
    • mockup
    • permissions, overrides
  • (If time) Claims returned or change due date discussion

Notes

Loan on item record

  • Needs to have notes section (notes appear on checkin, checkout, regular)
  • Proxy borrower lower priority than outstanding requests or a hold placed on it
  • Need to be able to manually edit status - status merits more discussion in its own right
  • Item history - consult with Privacy SIG about whether non-circulation staff would be able to see loan history

Claims returned or change due date discussion

  • Prioritize claims returned in Loans subgroup discussions

Action items and next meeting

Next meeting 2/28, 1PM Eastern (12PM Central)

  • Revisions to loan on item record
  • Closed and open loans
  • Claims returned

Action items

  • Emma: discuss circulation history permissions with David
  • Emma: talk to Darcy about notes on check-in screen
  • Emma: revise loan on item record based on conversation
  • Emma: see if Inventory is logging item edits in the interface
  • Emma/Cate: plan for conversation around item statuses
  • Functional experts: screenshots of claims returned, change due date

Recording

Recording for February 23.

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