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2021-04-01 Resource Access Meeting Notes

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Date

Attendees

(OLD ACCOUNT) Erin Nettifee

Sharon Wiles-Young

Elizabeth Chenette

Christine Tobias

Martina Tumulla

Andy Horbal

Andrea Loigman

Monica Arnold

Erin Weller

lisa perchermeier

Brooks Travis

Cornelia Awenius

Molly Driscoll

Cheryl Malmborg

Laurence Mini

@Patty Kishman

Mark Canney

Joanne Leary

mey

Darcy Branchini

@Robert Scheier

tpaige@umass.edu

Jana Freytag



Discussion Items

TimeItemWhoDescriptionGoals/Info
2minAdministrivia
  • Jana vacation: 8th, 12th, 15th April 2021
  • who wants to take over as convener for these three dates?
  • 5th is Easter Monday and a national Holiday in Germany we will cancel this date.

Documentation WG updates

Work is continuing! Goal is to have a "complete" set of docs for apps in Iris.

Circulation Documentation - Needs

Some broad groups of documentation that I've identified for work include:

  • fees/fines and blocks
    • Has some existing documentation Settings - Users
    • Need to write some basic fee/fine docs:
      • Viewing a patron's fee/fine history
      • Waiving a fee/fine - full waive, partial waive
      • Refunding a fee/fine - full waive, partial waive
      • Accepting payment for a fee/fine - full/partial 
    • Need to write some basic docs on blocks
      • manual blocks
      • automated item blocks
      • automated patron blocks
    • Need to write more detailed documentation focused on learning the system
      • FOLIO's fee/fine model - actual cost vs. set cost - how does each approach work? What are the differences between them, and consideration for implementers?

      • How do overdue fines accrue?
      • How do lost item charges accrue?
  • Notices
    • has existing documentation from Fameflower as a base - Patron Notices
    • we need to add troubleshooting documentation and answer the questions we identified:
      • How do scheduled notices work when they run on day intervals
      • How do scheduled notices work when they run on hour or minute intervals
      • What triggers different kinds of notices – all of the different kinds of patron notices available
      • How do staff slips work? how do you format them?
      • Tips for troubleshooting patron notice delivery
      • Tips for troubleshooting staff slips
  • circulation rules & policies
    • Basic documentation already exists -  https://github.com/folio-org/mod-circulation/blob/master/doc/circulationrules.md
    • what happens when circulation rules change after an item has been checked out? what happens when item information changes after an item has been checked out? what happens when patron information changes after an item has been checked out?
    • Things to consider when deciding how to write circulation rules
      • How the fallback policy works
      • How prioritization works
      • Special characters and indentations
      • Sample circulation rule sets from adopters

I'm glad to work on each of these areas and help shepherd it through, but really need to have help writing these. This is a great opportunity to force yourself to learn how this stuff works, too.







Meeting Outcomes

Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Reasoning

Link to supporting materials

Comments

e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
  • Because...
  • Because...
e.g. mock-up, JIRA issue




























Notes


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