2021-01-14 Resource Access Meeting Notes

FOLIO - Governance and Membership Model - December 2020

https://docs.google.com/document/d/1r7uJuSPAYODvNo-qV4w5ftQpSTaXPPdT9FovkMxDUm0/edit#

• SIG involement
• update on progress
• Link to what we have so far: https://docs.folio.org/

Björn Muschall from UB Leipzig asked for feedback on the new UM Features:

https://folio-project.slack.com/archives/C22MK8NV7/p1610356633111300

Hi all. Users app has now two new functionalities, which has already demoed at UM SIG. For testing please go to https://folio-snapshot.dev.folio.org/1. UXPROD-2269 Patron Block Templates:

• Go to Settings/Users/Patron block templates
• Create a block template
• Go to Users app and create a block
• Choose block template and save

2. UXPROD-2389 Default Expiration dates and re/calculation of Expiration date

• Go to Settings/Users/Patron group
• Set Expiration date offset (in days)
• Go to Users app
• Use case 1: Create new user, choose patron group with default expiration date, the exp date will be calculated and autofilled
• Use case 2: Change to another patron group with default exp date, the exp date will be calculated and autofilled
• Use case 3: Expired, inactive user, press "Recalculate" button, the expiration date will be recalculated and autofilled according to the settings. This is sort of re-register functionality known from some lagacy ILS.
• Functionality is accompanied by dialogues

• Because...
• Because...