RA - Requests 2018 03 21

RA - Requests 2018 03 21

Date

Mar 21, 2018

Attendees

  • @Tania Hewes

  • @A Davis

  • @David Bottorff

  • David Williams

  • @Rameka Barnes

 

Goals

 

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5 min

Housekeeping

Tania

Today's Note taker - Andrea Davis

If you don't have a wiki.folio account yet, please create one as soon as possible.  Instructions are on the Wiki Welcome page: https://folio-org.atlassian.net

5 min

Questions

Tania

Any questions or thoughts from last Wednesday's meeting?  From the recording of Friday's meeting?

10 min

Chicago's ILLiad cancel reasons

David

David will report in on how the University of Chicago works with cancel reasons in ILLiad

15 min

Request cancel reason admin

Tania

Review Request Cancel Reason admin mockups

10 min

Delivery - Item & Request statuses

Tania

If an item needs to be routed to another library to go out for delivery, what should the item and request statuses be while the item is traveling?

any remaining time

Item Checkin and Request flow

Tania

Review & evaluate "Requests - Checkin flow and item status" flow chart

5 min

Wrap-up

All

Next steps / homework

Continue 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 publicly)

Action items

Continue to capture your local slip examples and send them to Tania via email
Create a wiki.folio account if you don't already have one