2017-10-12 Resource Access Meeting Notes

Oct 12, 2017

• @Andrea Loigman

• @Holly Mistlebauer

• @Deb Lamb

• @Joanne Leary

• @Rameka Barnes

• @Wendy Wilcox

• @Mark Canney

• @Cate Boerema (Deactivated)

• @William Weare

• @David Bottorff

• @David Larsen

• @Sharon Wiles-Young

• @Kimie Kester

 Housekeeping:

• Looking for a subgroup to meet with the User Management SIG on 10/25 at 10 am eastern time.

• Issues to discuss include user record, affiliations, stat groups and expiration date.

• Mary, Wendy and Andre volunteered.  Edd Merkel from Chicago from Chicago will also be on that call.

Holly: looking at the differences between the open and closed fees/fines screens

• “Charge Manual Fee/Fines” does not operate like the other buttons. 

• Discussion agreed that having it placed in the tab line with a “+ new” would be consistent with language used elsewhere

• This cannot be applied to multiple items, only used for 1 item at a time

• If multiple fees/fines are selected, would like to have a running total on screen and can see more information on the next screen

• If applying a paid amount, would need business logic behind it – smallest, most recent, etc. could be ways to sort but would want to do it on a case by case basis

• Error=delete in drop down menu

• Partial payments were discussed

• Running totals of what is being selected is very important

• Amount owed should be in similar font/size as patron name as this is important data

 Closed fees/fines screen

• Only action that can be done is refund or credit

• Want to see if it was transferred and date

• Strong recommendation for a holistic view of all reactions such as paid, waived, refund

• Holly will show us a mockup of what we discussed to help us visualize

• Amount paid should be in a similar font/size as patron name

 All fees/fines

• Spirited discussion of whether we need this or not.  Some like to look at entire patron history of bills in one space

• Would need business logic in place so operators can’t do something we don’t want them to do.

• If no check box, no action can be taken

• Holly will get back to us with a visualization based on our input

Kimie and Cate showed us latest mockup of patron detail

• It now has basic information with the addition of extended information, contact information and address

• Would be able to edit from patron screen

• Proxies, fees/fines and loans would be dependent on permission level

• User metadata is all or nothing

• It has not been decided what display would look like if you do not have permission to see certain data

• Are vertical panes adjustable or can we lose a column? Not yet but in backlog

Next Week:  Tania will be our guest to discuss requesting.