2017-10-16 Resource Access Meeting Notes

2017-10-16 Resource Access Meeting Notes

Date

Oct 16, 2017

Attendees

  • @Andrea Loigman

  • @Tania Hewes

  • @William Weare

  • @Mark Canney

  • @Cate Boerema (Deactivated)

  • @Rameka Barnes

  • @Kimie Kester

  • @Deb Lamb

  • @Mark Canney

  • @Charlotte Whitt

  • @Wendy Wilcox

  • David Botorff

Goals

  • Begin developing requesting functionality

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5min

Housekeeping

@Andrea Loigman

  • Note-taker - William Weare

 55 min

Requesting

@Tania Hewes 

 

Notes:

Topic: Requests
Tania Fersenheim

Loan Policy Metadata

Request types / “requestable”

Hold: non-renewable
Hold: alternatively, could be renewed so patron can keep as long as s/he needs it; or this could be flagged for circ review, etc; see staff request;

Recall: shortens loan period; non-renewable

Storage request: Storage & paging need to be separate requests; the system needs to be able to talk to external system (ASRS, for example)
Paging request (“paging”)

Set aside for later discussion:
Staff request (examples)

  • Recalls for reserves

  • Scanning requests

  • Fulfillment (?)

Set aside for later discussion:

  • Scanning / digitization

  • Resource sharing request: externally initiated, by ILLiad, etc. via NCIP

  • [Interoperability w/ ILLiad]

Loan policy / Request policy


ALMA: Fulfillment Configuration Utility Page:

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Fulfillment/070Advanced_Tools/010Viewing_Fulfillment_Configuration_Information

Can request policy settings be included in loan policies? Are these separate things?

Link to Filip’s prototype:

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Fulfillment/070Advanced_Tools/010Viewing_Fulfillment_Configuration_Information

If loan rules and request rules are separate, how would they work together?

Not all requests are for something that is a loan (storage, paging)

Loan policies: what governs the transaction: is it loanable?
Loan rules: this is how you target a loan policy to a transaction; [Ex: for this transaction, use loan policy A]

Next steps?

Tania:

  • Focus on one request type & think about all the pieces

  • Look at recall & holds, what policies do we want to govern them?

Cate:

  • Proposed user interface for locations