2017-06-012 Resource Access Meeting Notes

Date

12 Jun 2017

Attendees

• Andrea Loigman

• Cate Boerema (Deactivated)

• Charlotte Whitt
• Cheryl Malmborg
• Joanne Leary
• Maria Grzeschniok
• Mark Canney
• Wendy Wilcox
• William Weare
• David Bottorff
• Matthew Sullivan
• Michael Winkler
• Rameka Barnes

Goals

• Finalize missing details related to proxy relationships
• Review wire-frames related to loan actions

Discussion items

Notes

We began a discussion about the wireframes Matt produced for working with (viewing and updating) patron loan records. In order to work with these records, a great deal of information is required. Ideally, the crucial information should be displayed on one screen, and secondary information should be displayable via clicking on elements to a secondary screen in a new tab. Screens include the Current transactions (items currently checked out by the patron), and Closed transactions (patron checkout history) and Item Transaction History (not patron-specific). Because some institutions retain patron information in circ transaction history, and some do not, this has to be configurable.

Features that we need on patron transaction screens: 

• Required fields include: full-detail call number, full-detail location, title, author, barcode number, due date, loan status (such as renewed, recalled/requested); action pulldown; item selection check boxes
• Secondary fields include:
  
  • click to full-detail bib/holdings/item info;
  • click to full-detail patron transaction history, including notices sent;
  • click to full-detail item transaction history (not specific to a patron);
  • click to requestor information

Functionality:

• We need to be able to apply the actions to one, several or all items
• There should be a way to enter transaction-related comments to one / many / all selected items
• We need to be able to filter and sort on field column headers; sorting and filtering applies to entire list, not just the items that can be displayed on one screen
• We should be able to print/export list of items (all or selected)

 We will continue discussing these wireframes at the upcoming meeting (Thursday June 15).