RA - Loans 3/9/2018
- Emma Boettcher
Agenda
Change due date (35)
- Mockups
- What item information needs to be shown for changing a due date?
- What errors can occur with changing a due date?
- Permissions/overrides
Export patrons’ loans to csv/Excel (10)
- Confirm details
Permissions/overrides
Loans aging to lost – appearance on item record (10)
Notes
Change due date
Screens accessed from
- Patron's open loans, loan details, check out
- Need to be able to change due date for multiple items from check out screen
Modal (first screen)
- Include number of requests on modal
- Modal should be movable so you can see other item information on screen
- Multiple items should also be able to scroll down to see all
- Time should default to the end of the day - 11:59:59
- Need to accommodate items without due dates (without making that the default)
Permissions/confirmations
Some institutions will allow student supervisors to change due dates; others will only allow non-student staff members to change due dates.
However, student supervisors will not always be able to confirm certain types of due date changes
Ask for confirmation and/or override when...
- User sets due date when library is closed
- User sets infinite due date
- Item has a status other than "checkout" (e.g., has pending requests) (discussed confirmation, did not discuss whether it requires override)
- Due date is past patron's expiration date
If user cancels one of the above due-date changes, should revert to first screen of modal, not close out dialog entirely.
Permissions also pertain to limiting by IP address and login - avoiding having student staff make changes in their dorm room.
Effect on system
- Loan policy should stay in place even with due date changed
- Should be logged to actions on loan details page
- Inconclusive as to how changing fines/fees on an overdue item would work - check with Fines/Fees group
Export loan details to csv
Confirmed that this covers loan details (all information above action table)
- Should loan details include original loan date & check-in location above action table?
Permissions about who can export it can be handled by privacy SIG - general attitude is that if someone can see it, they can export it (but SIG privacy will know more about whether that complies with EU legislation).
Action items & next meeting
- Emma: edit change due date mockups, add confirmation screen
- Emma: talk to Holly about Fines/Fees as they relate to change due date
- Emma: changes to loan details & how change due date should be logged there
Next meeting
Wednesday, March 14, 1pm Eastern (Texas A&M members unable to attend)
Meeting on Friday, March 16 is canceled.