2020-10-15 Remote storage meeting

Meeting details

Agenda

• Continue with last week's questions

Notes

1. If items have different locations from their holdings, should the holding location change based on items? For one item with a different location, and for items with multiple locations?

   • Ask MM/MM - clean up issue

   • Wouldn't happen by default, especially with temporary locations

   • Institutional decision about own workflow for when they change item and holding data

     • Duke wants source of truth for where resources are stored to be holding

   • FOLIO inherits from holdings down to item

   • Not something to happen in remote storage workflow with Dematic

2. When we change a location to remote storage it is the permanent location, can that location be changed again

   • Yes, deaccession process

3. Accession queue setting

   • Rare, but not a regular change

   • Should be allowed, but won't be a regular occurrence

   • Permission for remote system configuration appropriate

4. How do we work around not having deaccession in the first implementation? What should happen if a user changes a remote storage location to a standard location in item or holding record?

   • Deaccession is a more intricate process - David (Dematic)

     • Special code

     • Wouldn't be done on purpose

     • Doesn’t seem critical

   • Cammie (CaiaSoft)

     • People change accidentally, report says this location doesn't match

   • Jacquie

     • Similar exception report

   • Mary & David use access query to run report

   • Cammie don't want to withdraw item from library system unless item is physically in hand

   • Add confirmation popup: Are you sure you want to remove this item from remote storage?

     • If yes, run an exception report or communicate this to Remote storage location, this includes x number of titles

     • Cancel

   • Retrieval process future state?

After answering questions above, group talked through Configuration settings, commented within Vision document

Artefacts

Slide deck	Open

Attendees