Date

16 Mar 2018

Attendees

Goals

Request queue
Request Cancel Reasons admin

Discussion items

Time

Item

Who

Notes

10 min

Housekeeping

Tania

Today's Note taker - Tania

Low attendance today so David, Ricky and Tania reviewed the Request Queue changes proposed at the all-SIG meeting on 3/15, and looked over the proposed Request Cancel Reasons admin mockups.
Discussed the concept of having two descriptions - one internal for staff, one that would display to the patron (e.g. when they cancelled a request via a discovery layer, or appear on a notification when staff canceled their request). Tania will adjust the mockups for next Wednesday to reflect this idea.
Discussed whether the Notes feature, when it is integrated with Requests, might have a distinction between a note that displays only to staff and a note that displays to the patron/public and might be able to be included on a notification - the use case for this would be that staff need to elaborate on one of the defined non-free-text cancellation reasons when they manually cancel a request. Assumption is that this would be a rare occurrence since libraries would craft their cancellation reasons so that they cover common reasons well, and can use Other (free text) for any that don't fall into a canned reason.
David offered to talk with the ILLiad people at his institution about how they work with cancel reasons

15 min

Request Queue and Request cancel reason admin

Tania

Tania let Ricky and David go, and recorded a brief ~10 minutes about the changes requested by the all-SIG on 3/15, and showed:

Request Queue changes suggested by all-SIG
Request cancel reasons admin mockups.

0 min

Wrap-up

All

Next steps / homework

Please review the video in advance of the 3/21 meeting

Please start to capture your local slips and send them to Tania via email (so that any patron info can be removed/anonymized before we post the examples publically)

Action items

Review today's video in advance of the 3/21 meeting
Start to capture your local slip examples and send them to Tania via email
David Bottorff talk with the ILLiad people at his institution about how they work with cancel reasons

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