RA - Loans 4/13/2018

Agenda

  • Updates (5)
  • Claims returned (40)
    • Check-in - functions that need to be available
    • Searching for a CR item
  • In-house use (10)
  • Recap & action items (5)

Notes

Claims returned

  • Two functions need to be available when checking in a claims returned item
    • Button 1: Checks in item. Assigns responsibility to the library. Does not charge patron any overdue fines.
    • Button 2: Checks in item. Assigns responsibility to patron (e.g., if found in return bin). Charges patron overdue fines.
  • Permissions for checking in items
    • Some employees should not be able to resolve at all without supervisor override; some should be able to resolve only by assigning responsibility to the patron, and some should be able to use either button
  • Notifying a designated person would be nice, but is not necessary for v1
  • Searching for a claims returned item
    • for UChicago, would be difficult to go back to manual process, & other universities interested in moving away from their manual processes

In-house use

  • Uses check-in screen
  • Whenever an item is available & recently returned, and checking it in does nothing to change its status (may not be a factor), that's an in-house use
  • Cornell uses a scanner and loads data into Voyager, but if FOLIO operated on tablet could make process more portable

Action items and next meeting

  • Next meeting: April 18 at 1pm Eastern
  • Emma needs to report on Reporting for next week

Recording

Recording for 4/13/2018