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2023-04-13 Resource Access Meeting Notes

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Recordings

Find all recordings here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/ (pw: folio-lsp)

Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

Elizabeth Chenette 

julie.bickle 

Thomas Trutt 

Rameka Barnes 

Rebecca Pernell 

Laurence Mini 

Christine Tobias 

Shirley Moentnish 

Nina Morgenstern 

Cheryl Malmborg 

Kara Hart 

Martina Tumulla 

Amelia Sutton 

Laszlo Jakusovszky 

Erin Weller 

Dwayne Swigert 

Cornelia Awenius 

Susan Kimball 
 

Discussion Items:

Time

Item

Who

Description

Goals/Info/notes

5min

Administrivia


Notetaker: Rameka Barnes 
45MinNotices on automated fees/finesjulie.bickle 

Discuss option for notices for actioning on automated fees/fines:

What I need from the SIG:

  • Critical questions and comments 😊
  • “Automated” fee/fines are generated as a consequence of a circ rule.
    How important is it, that the content of action notices (pay, waive, refund, transfer) be determined/segregated by a circ rule?
    Or can the content be the same for a single f/f type (e.g. “Lost item fee (actual cost)”) regardless of the circ rule that generated that fee (and sent the charge notice)?

Background:

  • I was writing the stories for this feature: Create a new patron notice policy trigger, to configure a template for actioning on automated aged to lost fees/fines
    • The purpose is: Be able to send a notice for what is currently called an automated fee/fine (overdue, lost item set cost, lost item actual cost, processing fee) – i.e. the rules of which are determined in the circ rule.
    • The content is:
      • Add a new trigger to the notice policy (“Lost item fee(s) action (pay, waive, or transfer)” – so that you can tell FOLIO which template to use, when you action upon.
      • Update the fee/fine modal to add the checkbox (a different modal for each action…)
      • Add business logic to send the notice, if the check-box is selected.

Questions:

  • I am writing stories to update the fee/fine modal to show this “Notify patron” – for every permutation, and this is annoying…
      • Separate the work of updating the modals  vs.  there are now templates to send?
        • Have “Notify patron” always there, but if there is no template, do not show these options? – but isn’t that already the case…? @Dev Teams.
        • Would FOLIO be able to figure this out, if the template has to be figured out from the circ rule?

  • Is my idea, where to configure which template the send for actioning on “automated” f/f (i.e. in the notice policy), the right one? I.e. if sending these notices is a “manual” action, shouldn’t they be storied with the other manual f/f notices?
    • Have “manual actions” below, instead, for the “automated fee/fines”? Or add a new section on the left?
      • But this would mean the notices are no longer tied to a circ rule… Is that a problem?


Meeting Notes


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