2018-04-30 Resource Access Meeting Notes

Date

30 Apr 2018

Attendees

• Andrea Loigman

• Deb Lamb

• Joanne Leary
• Anya
• Emma Boettcher
• Mark Canney
• Rameka Barnes
• William Weare
• David Bottorff
• Cheryl Malmborg
• Kimie Kester
• Tania Hewes
• Wendy Wilcox

Goals

• Review screens and messages 

Discussion items

Notes

• Emma-screen mockup for change due date bulk change
• ability to deselect specific items, warning about items with request queue (at top of list), etc.
• warnings about patron expired, date is in past, library closed, etc.
• Emma-how should system handle barcodes not recognized
• modal stopping person in tracks-only option to exit-should reset cursor to blank input
• audible feedback for modals should be included if possible
• confirmation that modals should be cleared by some keyboard key (not enter)
• no strong opinions on "exit" label-should simply be consistent
• item lookup is on the path but not sure when that will be scheduled
• Tania-requests circ messages
• strategy for going forward: because some odd situation needs to happen, either manually by staff person or automatically via override, but steps are the same
• design and implement the functions manual functions first, then use those as building blocks for automatic override
• reordering request queue
• reopen awaiting pickup to awaiting fulfillment, etc.
• awaiting pickup for different patron at different location
• override is a low priority
• print slip option - this would require a check-in action - prioritization vs manual checkin
• in transit to this location for a different patron
• seems good
• in transit to a different location for a different patron
• in transit for this patron at a different location - no alert is okay (alert fatigue)
• item is eligible to fill an open Q1 request for a different patron-different libraries may want to privilege the person with the item in hand or the person with the request
• "continue with checkout" or "do not checkout" is the preferred option
• whatever rules to existing requests would kick in if you proceeded with the checkout
• check-in screen of item already awaiting pickup
• item awaiting pickup somewhere else and needs to go in transit
• modals for delivery
• delivery notices that an item is en route but problematic for all pickup in transits
• eventually the ability to allow patrons to choose which notices to receive (in transit for pickup vs. available for pickup)
• Andrea will send links to WolfCon RA meetings if it proves possible