2017-08-17 Resource Access Meeting Notes
Date
Aug 17, 2017
Attendees
@Andrea Loigman
@Kimie Kester
@David Bottorff
@Holly Mistlebauer
@Joanne Leary
@Mark Canney
@Rameka Barnes
@Wendy Wilcox
@Charlotte Whitt
@Deb Lamb
@Kathryn Harnish
@Sharon Wiles-Young
@William Weare
Discussion items
Time | Item | Who | Notes |
|---|---|---|---|
5 min | Housekeeping | Andrea |
|
45 min | Screen review | Kimie Kester | Loan Record, users, etc. |
10 Min | Fines and Fees - manual functionality | Holly | fines and fees – user stories |
Notes
workflows UX demo discussion Monday
Kimie: individual loan details screen mockup based on feedback
where should notices be displayed, on this screen listed as part of the action list? action column sortable? Or a toggle/filter? on a separate screen? should be exportable. should also allow you to click on and view the text of each notice
Kimie: loans screen (not checkout screen)
if you don't have permission to perform an action, currently it is not displayed, new approach is grey out and hover over saying "you do not have permission to use this feature" how do you deal with supervisor override, in general a quick easy override is important somewhere
Delete loan discussion about what it does (removes loan without triggering other workflows) and what should its terminology be: "Cancel loan" was agreed upon
should discharge be possible from this screen? how would pop ups alerts, hold slips, etc. work? Seems impractical?
Kimie: proxy stuff
accordian design: where numerical count makes sense, show it there, does this make work?
do you need something for any section that's populated where numbers don't make sense, don't need it now since information is the only one
information may be too broad, "user information"
where is the user notes section?
we need an expand all/collapse all option
Kimie: delete option
confirmation needed upon delete
success message that also lets you undo
Holly: won't be able to show fines and fees history, no time
Holly: charging manual fees
what barcoded items will you be charging manual fees? damaged books, missing SD cards, lockers?
barcode needs to validate that the barcode exists and display what it is
situations where you need to charge somebody for a former loan, no longer on the loan screen
desire for barcode search next to field
further discussion needed about when manual loans are appropriate