2017-05-25 Resource Access Meeting Notes

• clarifications and concerns
  • Questions:
    • Multiple people editing at same time- for 1st release lock down when others edit
      and audit trail for changes- change tracker will give you change history and who made the change
    • Search loan roles- search terms do not have next to each other and filter by exact match or all matches- What does search return?-highlight terms? yes highlight terms in context from top of document
    • Show errors how does the system do this- system gives message errors in syntax as you write the rule
    • test rules do you have to put a specific item or title or can you add just the criteria- you can type in the criteria and patron. How to enter criteria in interface simple input- item/title or advance input-suggest what operator can enter
    • v1 less development on editor fine but need to have the test loan rules feature
    • order of loan rules visual display - write criteria with consistency and exceptions will put rule on another line
    • What happens if a change happens in loan rule policy and there are already materials checked out with old policy- ACTION ITEM: how should this work–when material returned or another transaction  how does the transaction go to new loan rule in the system- Cate Boerema (Deactivated)
    • Location hierarchy- order of locations and priorities of hierarchy in rules- how much flexibility of this model; what about ILL level of organization? What about collections? Examples:  same shelf locations different collections? Terminology what do we mean by collections and shelf locations or Shared collection ideas? ask developers about hierarchy or $a-$l
    • When will we test a loan policy  base on real loan rule? When more development finished.

see comments on: https://discuss.folio.org/t/loan-rules-ux-iteration-3/797