RA - Requests 2018 03 16

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

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.

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)