2026-03-09 Resource Access Meeting Notes

Date: Mar 9, 2026

Recordings

NOTE: RESOURCE ACCESS SIG USES EITHER ZOOM’S AI NOTES FUNCTIONALITY OR GOOGLE GEMINI TO PROCESS THE TRANSCRIPT. If you would prefer that we do not use AI any session you attend, we are happy to! Please alert the convener at the start of the meeting.

Find all recordings here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/ (pw: folio-lsp)

Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

@David Bottorff

@Scott Peterson

@Jacob Dudley

@Olga Kalachinskaya

@lisa perchermeier

@Heather

@Thomas Trutt

@Anja Kakau

@Steve Strohl

@Katie Rahman

@Cornelia Awenius

@Susan Kimball

@Heather

@Anja Kakau

@Thomas Trutt

@David Bottorff

Discussion Items:

Time	Item	Who	Description	Goals/Info/notes

Time	Item	Who	Description	Goals/Info/notes
5Min	Administrivia	@Susan Kimball @Cornelia Awenius	Welcome our new Co-Convener! Upcoming meetings: Thursday, March 12th - Fee/Fine Working Group Monday, March 16th - SIG Description (if we don’t have time today) Thursday, March 19th - JIRA Ticket Review Calendar Calming - No meetings week of March 30th (March 30th and April 2nd)	Zoom AI or Gemini institutional acct.
30Min	WOLFCon Session Planning		What topics would folks like to see at WOLFCon? Ideas from last WOLFCon to facilitate making connections with your RA SIG peeps SIG ribbons Table tents with SIGs during the first keynote to find people Designate on the agenda that during [X] break the RA SIG will meet in [X] room or corner of lobby
10min	Patron notices	@Cornelia Awenius	Add Service point discovery display name as notice token
20Min	RA SIG Charge/Description		Review draft description based on 2026-02-09 discussion

Meeting Notes

AI-Generated minutes (pardon any errors)

Based on the combined audio and chat transcripts from March 9, 2026, here is the summary and analysis of the Resource Access SIG meeting.

📄 Meeting Minutes: Resource Access SIG

Date: March 9, 2026

Time: 11:05 AM – 11:55 AM (Meeting start )

📄 Discussion Points

New Co-Convener (00:10:41 – 00:13:05): Susan Kimball announced that Katie Rahman from the University of Missouri will be the new co-convener, replacing Cornelia Awenius. Katie has been involved with FOLIO since 2022 and was part of the implementation team at her institution. Cornelia was thanked for her extensive service and will continue to support JIRA ticket reviews and decision tracking for the next few sessions.
Upcoming Schedule (00:13:08 – 00:14:05): The group noted that the FeeFine Working Group meets this Thursday. The next SIG meeting (Monday, March 16) will focus on the description rewrite. "Calendar calming" will be in effect during the last Monday of March/first Thursday of April. No scheduled meetings on those days.
WolfCon Planning (00:14:17 – 00:36:11): Discussion centered on the upcoming conference in Prague (late August 31 - September 3). Submissions are due March 25th. Ideas for sessions included:
- Networking: Using ribbons or table tents to help SIG members identify each other early in the conference.
- Show and Tell: A repeat of a 2022 session where libraries shared their FOLIO configuration settings. May be challenging in a hybrid environment
- Proposed Presentations: Thomas Trutt discussed two potential topics that he’s discussed with Laura Daniels: the migration of a medical school into an existing FOLIO installation (at Cornell) and a session on item status "pain points".
- Workshops: Tom suggested that they were looking for Workshop proposals. There is interest in a half-day or full-day workshop on Circulation Rules and policies. Katie and Cornelia expressed interest in collaborating on this.
- General RA SIG Meeting: Susan will submit
Circulation Rules Usability (00:21:54 – 00:31:00): The group discussed the difficulty of managing the Circulation Rules table, noting it is often a "one-and-done" task that remains a hurdle for new libraries. Robert Heaton shared that Kyle Banerjee is developing a command-line parser (https://github.com/FOLIO-FSE/shell-utilities/blob/master/circrules-test) to troubleshoot why specific rules are triggered. David Bottorff noted a current limitation where rules cannot be defined by service point.
Discovery Display Name (00:38:47 – 00:41:00): Cornelia raised an issue where the "Discovery Display Name" used in VuFind is not available as a token for FOLIO patron notices, leading to inconsistency in the names patrons see. She proposed creating a JIRA ticket to add this as a notice token. There was agreement that this would be a valuable addition, so Cornelia will write up a ticket.
SIG Description & AI (00:42:00 – 00:51:24): Susan shared a draft for the SIG description rewrite and suggested using a Google Doc for collaborative editing rather than live group editing. She also reminded the group that AI (Zoom or Gemini) is being used to draft meeting minutes, which she then cleans for accuracy.

✅ Decisions Made

New Leadership: Katie Rahman was formally appointed as the new co-convener.
Workflow Change: The SIG description rewrite will be moved to a Google Doc for asynchronous feedback.
Feature Request: The group agreed that Cornelia should move forward with creating a JIRA ticket for the Discovery Display Name token.

📄 Action Items and Follow-up

Cornelia Awenius: Create a JIRA ticket regarding the Discovery Display Name token for patron notices.
Susan Kimball: Set up a Google Doc for the SIG description rewrite and share it with members. Send out a call for WOLFCon proposals on Slack.
All Members: Review the SIG description when it is sent out and add comments