RA - Loans 5/2/2018

Agenda

Updates (5)

Check-in alerts (10)

  • Pieces
  • If time: Check-in notes from item record

Declared lost (20)

  • Declaring an item that is checked out lost
  • Declaring an item that has been claim returned lost
  • Bulk action?

Anonymizing fee/fine data (20)

Recap, action items, and next week (5)

Notes

Updates - in-house use

  • Item details, request details, fee/fine details should all be shown through ellipsis at check-in
  • Ellipsis/lack of ellipsis cannot be signal for in-house use (in-house use will have item details)

Check-in alerts

  • Helpful to structure pieces as a text field and a numbers field for reporting
    • Voyager currently has a number field, and augments with notes
    • may also support missing piece functionality

Declared lost 

  • If an item is declared lost, can all of the following happen simultaneously? Or is intervention required?
    • close loan - no longer on patron record
    • status changes to lost (prevents future requests)
    • billed to patron
      • patron notified? does this go out automatically or as a batch?
  • Need to accommodate replacement copy
    • Option 1: item remains on patron's account & is not billed, but its status changes to lost, doesn't accumulate fees. after X number of days, patron can no longer replace item, resulting in the loan being closed & being billed to their account
    • Option 2: loan is closed & item is billed. Patron can come with a replacement copy for X number of days before bill is sent to bursar
    • Holly should be involved in this discussion
  • Bulk action
    • Okay for it not to be bulk action

Anonymizing fee/fine data (that is, breaking link between item & fee)

  • Real world scenarios: anonymizing loans, but never anonymizing fines/fees; anonymizing loans, keep fines/fees for set amount of time

Next meeting and action items

  • May 14 - no meetings the week of WOLFcon
  • Emma: set up meeting with Holly
  • Emma: in-house use wireframe

Recording

No recording for this meeting.