2017-11-16 Resource Access Meeting Notes

Date

16 Nov 2017

Attendees

Discussion items

Time	Item	Who	Notes
5 min	Housekeeping	Andrea Loigman	Note-taker - Mark Canney reminder to look at column selector discussion https://discuss.folio.org/t/column-selector-ui-element-functionality/1390/3
	Requests	Tania Hewes	Requests
	Fines and fees	Holly Mistlebauer Darcy Branchini	Agree on waiting for All Fees/Fines Look at filtered Fees/Fines view from Loan view (when one loan has more than one fee/fine associate with it) Take another look at User Details Fees/Fines section (should we add total fee/fines?) Finalize Fee/Fine details page (what should default sort order be?) Finalize Open Fees/Fines (look closely at filters, sorting of dates, etc.) Finalize Closed Fees/Fines Link to screens - https://drive.google.com/drive/folders/1xUhM7sTfEOf_7CR8bWjc-WJsGYVK2e0x?usp=sharing

Notes

Tania - Checkin and Requests

Verify values for item status for checkin and requests; need to standardize language and terms:

Available

Recently Returned

Awaiting Pickup

In Transit

In Transit for Pickup

In Transit for Delivery

Closed Requests - what consitutes a closed request?

Scenarios:

- Expired (without being filled).

- Filled (borrowed by the requestor)

- Never picked up/borrowed, and then cleared from shelf (hold shelf expiration)

- Cancelled.

Standardized terms for above scenarios:

"Closed - Unfilled"

"Closed - Filled"

"Closed - Pickup Expired"

"Closed - Cancelled"

Holly and Darcy - Manual Fees and Fines with sidebar

Sites have reviewed screens; what feedback can be reported?

Sites like sidebar. However, in some case need to be able to access loan information (notes, due date, loan date) in a quick glance. On screen or hover?

Need for extensive user testing ..

Questions about navigation from filtered displays and other records. When you route to a fine or user record, how do you get back to your filtered display?