RA - Loans 3/14/2018
- Emma Boettcher
Owned by Emma Boettcher
Agenda
Change due date
Loan details
Touch base on cancel loan, status history
Review Loans subgroup work so far
Notes
Change due date
- Agreed on fields that need to be prioritized
- Default time is end of day
- Default date is the current date (pick one - doesn't matter which - if changing due dates for multiple items with different due dates)
- Unlimited loan link is overkill
Confirmed that FOLIO does need to be able to change the due date for multiple items from the check-out screen (usually, if you have to change due date at checkout, it's for many items, not just one)
Add "due date is in the past" to confirmation/override conditions.
Fines/fees - should be locally configured.
Loan details
- Check-in location needs to be above the line, original due date does not
- Change due date logged on the loan details
- Confirm: Loan date = original checkout date, not anything else (also needs to be somewhere easy to get to, for reports)
- When discussing in-transit on checked-in items, when does the information stop being recorded on loan details?
Cancel loan
- Subgroup had previously marked it as unnecessary, but RA SIG had discussed it in some depth
- Feature in Aleph but not other systems
Status history
- Discussed action history for a loan as a possible analogue
- Status history blocked until more decisions are made about statuses
Next meeting and action items
Next meeting
March 21, 2018 at 1pm Eastern
Action items
- Andrea: find out use of Cancel loan
- Emma: bring up Cancel loan at all-SIG on 3/15
- Emma: send out subgroup progress statement
- Emma: has overriding item's ability to circulate (e.g., allowing Building Use Only item to circulate) been discussed?
- Emma: pass on recommendation for changing due date on overdue items' fines & fees on to the Fines & Fees subgroup