2018-03-15 Resource Access Meeting Notes
Date
Mar 15, 2018
Attendees
@Andrea Loigman
@Wendy Wilcox
@Emma Boettcher
@Schwill, Carsten
@Holly Mistlebauer
@Tania Hewes
@David Bottorff
@Joanne Leary
@Deb Lamb
@Mark Canney
@Kimie Kester
@David Larsen
@Darcy Branchini
@Cate Boerema (Deactivated)
@Maria Grzeschniok
Discussion items
Time | Item | Who | Notes |
|---|---|---|---|
5min | Housekeeping | @Andrea Loigman |
|
5 min | Cancel loans | @Emma Boettcher | Do we need this |
15 min | Request Queue | @Tania Hewes |
|
30 min | Fines/Fees | @Holly Mistlebauer | Refunds, Patron blocks |
Notes
Cancel loan - Emma
Feature originally brought up in August 2017 - what is it? Is it V1?
Would be rarely used (mostly to correct items charged in error), would require very strict permissions
Currently exists in Aleph
Not a V1 issue - move to parking lot
Request screens - Tania
Request queue
Post-launch: bulk actions, reordering the queue, implementing something other than a first-in-first-out model
Only way to re-rank requests in V1 is to delete & re-add requests
Discussed having # of copies or presence of available copies on page, but not needed for V1
Barcode links to the item in the inventory, and could explore other holdings from there
Hold expiration date should appear - more important than request needed by date, though preference is for both
Keep requester barcode - important for copy-pasting, which allows viewing data side-by-side
Group approves with addition of hold expiration date
Cancel requests
Can edit, cancel & view history of a request
viewing history of a request currently appears as "Change History" - needs to be changed to reflect "history of changes"
Ability to flag a cancellation to notify user, which will be usable for Notifications subgroup
Refunds, patron blocks - Holly
Fines/fees settings at the institution level
Confirmed: that the maximum fees/fines for a patron that prevents them from checking out items needs to be set by patron group
"If a lost item is returned X time late, no refund shall be given" - is this a loan policy or a fine/fee policy
Decided it was loan policy
Credits don't need to happen automatically for V1 - instead, system can run a report of "these items that were lost were returned" and staff can deal with that manually
Discussion of replacement copies - trigger to record a replacement copy is always manual, but system's actions after that can be automatic
Patron blocks
Too many items overdue
V1: Fine balance (but not excluding types of fees from that balance)
Item block, not patron block: patron trying to check out too many items or a type of item. Belongs with loans or item policies)
Number of days something is overdue (may be equivalent to patron having items that have reached certain statuses - overdue, aged to lost)
Overdue recall item
Overdue ILLs - might have to be manual if systems don't circulate through their ILS, but if they do, item type or loan type could effect that
Action items
@Emma Boettcher will enter cancel loans feature in parking lot
@Tania Hewes will revise wording for "Change History" on cancel request screen and add hold expiration date to Request queue
@David Bottorff will send Holly screenshots of the replacement copy process in OLE
@Joanne Leary will send Holly config screens for patron blocks; @Andrea Loigman and @Cheryl Malmborg will see if they can extract information for Aleph and OLE, respectively