2019-2-18 Resource Access Meeting Notes

Date

18 Feb 2019

Time	Item	Who	Description	Goals
5min	Housekeeping	Andrea Loigman	Notetaker - William Weare
15min	Check out modal ordering	Emma Boettcher	What happens when a circulation event triggers multiple modals?	Decide order for when the following check out alerts appear, in the event a check out triggers all of them: multipiece, check out note, item can't be checked out because of loan policy
5min	Item status date	Emma Boettcher		Confirm: item status date should update when item is checked in, even if status doesn't change? (E.g., something is In transit and then is checked in but stays In transit)
10min	In-house use: effect on check in screen	Emma Boettcher		Decide: should we have indicator for in-house use on check in screen?
15min	Call number requirements	Andrea Loigman		Determine collective needs around use, configuartion and display of call numbers in FOLIO - https://docs.google.com/spreadsheets/d/1deEM0OksoPgT3-1YZ6O82OzjObbnepdyd8usf1F6GH4/edit#gid=0

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to Supporting Materials	Comments
e.g. loans, fees/fines	Name	e.g. Q4 2018, Q1 2019	Clearly stated decision	Because... Because...	e.g. mock-up, JIRA issue
Loans	Emma Boettcher		Order check out modals by displaying Loan policy override first, then check out note, then multipiece	Most of the time, the loan policy override will not be used, so there's no point looking at the other notes & multipiece if the item is not going to circulate Order by how likely it is that they will stop circulation
State	Emma Boettcher		Item status date does not necessarily change when item status is touched without changing	Current systems do not do this Helpful to document item being touched in other ways, but doesn't need to be item status date		Need for some sort of item state history that includes when an item has been checked in without the item changing
Loans	Emma Boettcher		In-house use would benefit from visual indicator	Provide better customer service if you have checked in an item that was thought to be in-house use, but was actually checked out to patron: can reach out to patron		Does not need to be its own column, can be a symbol or a color indication Should not be patron name (privacy issues)