RA - Loans 3/28/2018
Agenda
Claims returned (45 or less)
Anonymizing closed loans (5)
- System makes it possible for patron to anonymize closed loans: V1?
- Staff can anonymize closed loans on behalf of patron: V1?
Overrides (5)
- Existing lists of item blocks?
Next steps, upcoming meetings (5)
- 3/30 – confirm that we’ll have a quorum
- 4/6 – no meeting
Notes
Claims returned
- Not for V1, but someday: having a way for patrons to claim returns from their online account
- Permissions: not broken down by desk, but by staff member
- Store date, operator, and desk, with a generous notes field (Duke's online form indicates examples of what staff could need to record in notes field)
- Claims returned information (# unresolved, # resolved in favor of library, # resolved in favor of patron) is helpful to have on patron page. In current systems historical info might appear in notes field, but # unresolved is important
- No new requests can be placed on items that are claim returned
- Is claim returned a status?
- Having a compound status of Checkout-claim returned-recalled (in extreme cases) is undesirable
- Having Claims return overwrite Checkout, Overdue or Lost-and-billed as a status is also less desirable (might make it more difficult to do reporting, would seem to obscure information)
- Very robust flag, instead of compound status?
Anonymizing closed loans
- V1: Need to have hooks for patron's online account so that they can anonymize their own loan history
- Not V1: Staff-mediated anonymization
Overrides
- V1: If a person can override one thing, they can override it all (later: separate overrides, e.g. for financial matters)
- System needs to log operators who override
Next meeting and action items
- Next meeting: March 30, 11am Eastern
- No meeting April 6
- Emma: start wireframing claims returned