RA - Requests 2018 05 30

Any questions or thoughts from our last meeting?

Work still needed and how do we approach it?

• Discussion of amount of work left to be done

• Four More Meetings of concentrated decision making - then meetings as needed/with specific people after

Review current mockups found on the FOLIO google drive

https://drive.google.com/open?id=1Ra24qndwhb2cSbY9PQWPt_SdoHaL83fh

https://drive.google.com/open?id=1eZg0TOZPklfDC_MOECaEtssIb9hvLnJr

• all seemed to approve

Overview of Reports: Request/Holds Reports/Paging Requests/Expired Holds (this will feed an ongoing effort to identify what in-app and other reports are needed)

• In App

• Pick List

• Hold Shelf Expired cleaning list (also trigger for a notice that says we took it off the shelf – also a courtesy notice)

• Availables – list of items that should on the hold shelf (newly on shelf – got there yesterday ; and/or list of all stuff that should be there) – sortable by whatever element you need to sort it by (call #, title, requester)

• In Transit – what should be arriving? What should be leaving? (needed for both requests and things that are travelling home)

• Overdue in transit – missing in transit (needed for both requests and things that are travelling home)
  

• Outside of App/From a data lake
• Statistics and Lists

  • Requests filled

  • Unfilled

  • Expired hold shelf

  • Cancelled

  • Types of requests

  • Fulfillment option chosen

  • And all combos of the above

• Item related exceptions (e.g. a Lost item gets checked out, etc, an in transit item gets checked out)

• Items requested most often, bibs/works as well (aggregate of all requests made on very related items)

• What types of patrons do the most requests, type of requests

• Recalls – how many are filled, unfilled, etc

• Reports of multiple requests on one item when there are additional items that could fill it, so staff can redistribute the requests

• When to buy more copies, using request activity to decide or trigger that

• Lists of items that were requested that are not in a “normal” status – missing, or not found, or lost, or etc etc

Review of Hold Cancellation mock-ups - modals and Reasons admin

• Approved current mockups
• Group says institutional level reasons for hold cancellation are acceptable for V.1

Next steps / homework - none