2020-06-22

Agenda

• Extent to which this group should discuss display of item state across apps
  • Alternative: Wrap up conversations about Inventory and Check In here, and let relevant SIGs discuss display in Receiving, Requests, etc.
• Status history: discuss pros and cons of 3 possible interfaces
  • last week's: separate search & filter app, specifically for item status (is item status unique among metadata to merit that level of investigation?)
    • related: on item record (or elsewhere) without search & filter (are there interactions one would need to search for?)
  • change tracker (does change tracker, as originally mocked up in 2018, fit requirements for item status?)
• Customizing built-in item statuses
  • Highest priority aspects
  • Potential problem areas

Notes

Discuss display of item state across apps in this group

• scope of future work
• is it best to let relevant SIGs discuss display in their area of focus, do we want to provide recommendations to the SIGs or do we want to push out directly
• providing recommendations may fasten up discussions in other SIGs
• group agrees on presenting recommendations to SIGs; there discussions can be picked up based on recommendations
• surely, those recommendations can be agreed to or pushed back

Status history

• change tracker: lives as UI idea on discuss page; but does not seem to have been heavily discussed 
• Question: is ietm state completely different
• change tracker mock-up:

• question: is item state history completely different?
• you can search for item barcode, Availability, Needed for, Process
• the reason needs to be manually entered
• for the item state history display it would be good to be able to arrange the display both by app and by record type
• a separate column for the proper name is asked for
• that would improve the UI and the export functionality
• the ability to filter is seen as very helpful
• seeing the location would be helpful, because the location is one thing where changes will happen a lot
• push for change tracker or item state history to be easily opened from the record itself, e.g. just a link out
• storing the information on "from" needs to be configurable; for European libraies the information on who changed a record is by law not allowed to be tracked; whereas US libraries need the information
• a column should be added that displays the field that has changed
• multiple changes should be displayed in separate rows
• the type of record that was changed should be filterable
• there is a permissions concern; not everyone with access to a record/app should see everything, such as the information on who changed what
• needed: excel export of item state history

Customizing built-in item statuses

• question: what are the high priorities to change built-in statuses
  • request
• being able to change from inventory is not a priority
• long-term: should all be configurable; but none seems urgent

Zoom recording

Meeting recording

Action items

• Emma will send out the list of built-in statuses
• the group will  have a look over it and give feedback on priorities to change built-in statuses
• Emma asks for feedback on what further issues should be discussed in this group