2017-03-23 Resource Access Meeting notes

Announcements

All

• Update membership on Resource Access page- update your name and organization

• Product Council working on onboarding document to help librarians to get involved

55 minutes

Workflow discussion continues

All

• Discuss override parameters for due dates& time/circulation types: governed by matrix loan rules= patron type, material type, shelving location, loan type
  add temp/permanent location-ie: Reference

  • in override have calendar dates and notes (not mandatory)

  • define policies for overrides? NO- just default rules for those items- and then make exception for any other need

  • inform operator of policy

• Override permissions- staff member decisions

  • For overrides for all material types? Yes and login of operator should be recorded

• Patron block overrides- permissions for this- override but cannot remove block

• Return of item then the loan policy resets back to original loan policy

• Setting dates on calendar for overrides- do not limit date instead an alert to operator- date in past

Next meeting

Hold shelf timing-

talk about things expiring on hold shelf too?