Date
Attendees
- Andrea Loigman
- Jana Freytag
- Sharon Wiles-Young
- Mark Canney
- Joshua Lambert
- David Bottorff
- Monica Arnold
- Emma Boettcher
- Cheryl Malmborg
- Elizabeth Chenette
- Kimie Kester
- Cate Boerema (Deactivated)
- Laurence Mini
- Cynthia Lange
- Anya
- Darcy Branchini
- @Karen Mehl
- Brooks Travis
- Molly Driscoll
- tpaige@umass.edu
Discussion Items
| Time | Item | Who | Description | Goals/Info |
|---|---|---|---|---|
| 2min | Administrivia | Andrea Loigman |
| |
| 20min | Item Status | Updates from item status group: tracking item status history | Review item status history wireframe. Solicit feedback/concerns on data captured/not captured in wireframe. | |
| 20min | Item records | Follow up on Fast Add records | - Review Kimie's new mockups for Check out page: https://drive.google.com/drive/folders/1yUAeP4cDMsexe1hy1IaFWdNh6GTfN8iL - Discuss Charlotte's proposal to have Fast adds identified by an Instance status value: https://issues.folio.org/browse/UXPROD-1057?focusedCommentId=82440&page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel#comment-82440 - Discuss how we might set the defaults for Instance status and, possibly, suppress from discovery for Fast add. | |
| 10min | Item Search | Item search and select popup follow up | https://issues.folio.org/browse/UXPROD-284 Revisit priority of this feature with SIG. Based on last conversation, it did not seem this was really a go-live blocker, as indicated by most institutions. We have confirmed with Dennis that this isn't an Acquisitions go-live blocker either. Can people adjust their rankings? |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Reasoning | Link to supporting materials | Comments |
|---|---|---|---|---|---|---|
| e.g. loans, fees/fines | Name | e.g. Q4 2018, Q1 2019 | Clearly stated decision |
| e.g. mock-up, JIRA issue | |
| item status | Emma Boettcher | Display all item states information together if pertinent at Check In | Gives the user the most context for what they're doing as they check in items | Needs more attention to design, usability testing | ||
Notes
Item status display upon checkin (Emma):
What should happen when an item being discharged has multiple actionable components? Should the system simultaneously display all components (available; needed for; process) with a single modal allowing the operator to continue or cancel the discharge? Or is it preferable to display one component at a time, with a corresponding modal?
- Consensus is that all three components should display at once, with a single modal, to give the operator a clear picture of what is happening to the book. Ideally, the button labels should convey the consequences of each choice.
- If the book has an outstanding request, that component should be made more prominent
- If the discharge is cancelled, that action should be logged
- We recommend that simultaneous display vs. sequential display of status components be user tested
Creating On-the-fly records (Kimie and Cate):
Refers to UXPROD-1057. In situations where the operator must create a record in order to check it out or put it on reserve, where should the action button ("New Fast-add Record") be located? What apps need to have this functionality?
- For checkouts (such as for circulating a new issue of a journal), the group agreed that it should be located in the Checkout App, preferably below the topmost section, nearer to the Search section rather than where the End Session button is.
- For creating equipment or personal copy records, the button needs to be part of the Inventory App, but must be structured in such a way that users can be blocked from blanket permissions to create standard records in Inventory. This might be be accomplished by defining a special space within Inventory.
- Courses App should likewise have a Fast Add button that takes the operator to the Inventory app
- In all cases, a marker should be added to the record that indicates the record was created through Fast Add. There is a cataloging standard that distinguished between actual inventory and non-standard inventory.
- Fast Add records should have a Suppress from Discovery setting, configurable at the tenant level, which can be toggled on and off from the default setting
- The Fast Add function uses a form; the form should include a more obvious Check-in Note field
Cate may have more questions at a future meeting.