RA - Loans 3/7/2018

Agenda

Updates (5)

Notes on item records (15)

Loans on user record (20)

Change due date (15)

Recap and action items (5)

4 overlapping types of notes: public-facing, staff-facing, pop-up on check in, pop-up on check out
Implement either through checkboxes (preferred) or being able to duplicate notes
Audience for notes needs to be clear to writer
Need to discuss workflow for notes displaying at check-in & checkout (can you clear or edit them? Can that be possible, but restricted or otherwise difficult to do?)
Having # of pieces display on check-in & check-out instead of duplicating that information in notes would be preferable

Need to be able to get to check-in location somewhere. If that's on loan details for a closed loan, that suffices
"Delete" = anonymize, all-or-nothing (not necessary to go one-by-one)
- However, need to retain information for fines/fees
Clustering related columns together: title & author, all date fields, and call number & location would be preferable over the current order
- May be possible to change for closed loans but has already been discussed for open loans (not necessary to keep closed loans consistent with open)
Having an All Loans display - unnecessary and potentially confusing
Search & filter - would be helpful, but doesn't need to happen for V1, as long as all columns are sortable and the data can be exported

Friday, March 9, 11am Eastern
Meetings March 14, 16 - TAMU members will be out of office and Deb cannot make it on the 16th