2017-05-25 Resource Access Meeting Notes

2017-05-25 Resource Access Meeting Notes

Date

May 25, 2017

Attendees

  • @Andrea Loigman

  • @Charlotte Whitt

  • @Sharon Wiles-Young

  • @Michael Winkler

  • @Filip Jakobsen

  • @Joanne Leary

  • @Deb Lamb

  • @Mark Canney

  • @Wendy Wilcox

  • @William Weare

  • @Kathryn Harnish

  • @David Bottorff

  • @David Larsen

  • @Cheryl Malmborg

  • @Rameka Barnes

Goals

  • Complete review of Loan Rules Manager

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5 min

Housekeeping

Andrea

  • Note-taker

55 min

Loan Rules Manager

Filip

  • 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

Recording - available through 6/8/2017

https://zoom.us/recording/play/fQrogiflOpwCm4yS9RRJFn0a8jqn7DZr9ie75qIhlABixZ8l2yQClv4hvx_RtrMe