2026-05-11 Resource Access Meeting Notes

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)

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

Jacob Dudley

Katie Rahman

Susan Kimball

Magnus Andersson

Olga Kalachinskaya

David Bottorff

Erin Weller

Heather

lisa perchermeier

Martina Tumulla

Anja Kakau

Robert Heaton

Cornelia Awenius

Thomas Trutt

Stephanie Buck (Deactivated)

AI-Generated minutes (pardon any errors)

• Announcements and Housekeeping (00:01:43 – 00:06:39)

  • The next scheduled meeting is set for Monday, May 18th, as the upcoming Thursday session was canceled due to a German holiday.

  • Susan Kimball announced the commencement of the Trillium Bugfest, encouraging participants to join the dedicated Slack channel (#folio-bug-fest) to test new features in the upcoming release.

     

• Review and Reorganization of the Gap List (00:06:40 – 00:13:53)

  • The gap list serves as a top-level link on the Resource Access Wiki where any SIG member can propose features missing from FOLIO, even without knowledge of JIRA.

  • Susan and Katie Rahman recently audited the list, moving completed items to a separate table at the bottom of the page and adding links to JIRA tickets for features that were missing them.

  • Color Coding System: The group discussed the need to update their tracking colors: green for items discussed in the working group, yellow for items needing discussion, blue for SIG-ready items, and red for items under observation.

  • Completed Successes: Several items were moved to the "completed" table, including performance improvements and "Reading room-only checkouts" (developed in the Sunflower release), though David Bottorff noted that Index Data is still refining some functional aspects.

     

• Bulk Edit Functionality and Security Concerns (00:13:54 – 00:23:47)

  • The group debated whether the Bulk Edit Epic (JIRA:UXPROD-3805) could be considered "done" from a Resource Access perspective.

  • Conflicting Experiences: Susan Kimball reported success using Bulk Edit for reserve processing, specifically for temporary loan types and check-in/out notes. Conversely, David Bottorff shared that technical services at his institution avoid the tool, fearing it creates back-end record issues that cannot be fixed via the UI.

  • Implementation Strategies: Thomas Trutt (Cornell) described a slow, cautious rollout restricted to specific automation groups to prevent widespread data errors.

     

• Text Messaging and Notice Truncation (00:40:00 – 01:03:20)

  • Steph Buck joined to discuss JIRA:UXPROD-3652 regarding text message notifications.

  • Truncation Debate: A major point of discussion was how FOLIO should handle messages exceeding the 160-character limit. Jacob Dudley questioned if the template maker would provide a character count or warning.

  • Technical Solutions: Thomas Trutt noted that many SMS gateways truncate automatically, but proposed a "Count field" as a future feature request. Robert Heaton suggested using a single-character ellipsis token that only populates if a token is actually truncated to save space.

• Gap List Updates: Susan Kimball to investigate missing JIRA tickets for a few items on the gap list.

• SMS Feature Requests: Members are encouraged to message Steph Buck with further thoughts on text notice functionality, specifically regarding the manual text and push notifications.