RA - Loans 4/18/2018

Agenda

Updates (5)
In-house use/browse (15)

~~Anonymizing patron information – what to keep? (30)~~

Mockups review (30)

Check-in notes & alerts (5)

Recap & action items (5)

Emma meets with Reporting SIG on Monday
List of loans reports may be incomplete - Duke, Chicago still adding, not sure where A&M and Lehigh are
Questions arose about quasi-reports (holds expiring, e.g. - things that move information along) and whether all reports Reporting has identified as part of resource access belong
- Is the RA SIG the best place to discuss this? Emma will raise the issue with other PO's and see what the best approach is

In-house use, not browse
Same info as discharged items, but no link to loan details or patron details
- Lack of ellipsis menu will tip off the user that this is in-house use, not check-in, without being overt/annoying for many in-house uses
Status for in-house use should be recently returned (or checked in, or what have you - but not just "available")
- Further discussion about recently returned is needed
Bibliographic information, date & time of in-house use, location of in-house use - all these anticipated by Reporting SIG
- should also be able to segment by year

Updates since last we talked
- Infinite loans are not being accommodated; therefore, date & time are required
- Call number is in the modal to differentiate issues of serials, among other examples
- Bulk-change due date from check-out is not in development, but will be possible from patron's open loans
Mock-up feedback
- Need to have date & time autopopulated
- Would be great to be able to remove warning items - right now, that only applies to things with request queue
  - Workaround: if items remain checked in the open loans screen, can close window, sort by due date, and uncheck items - but that is a lesser user experience than being able to get them out of the modal
- Would also be nice to be able to get to access items - if barcode was linked, or if row was clickable - but that is a smaller priority than being able to subtract items from modal
- Assuming tool tip only appears in mouse over warning text, not the whole row

Revisited spreadsheet - agreed upon as relevant to our discussions, though perhaps incomplete. Emma will circulate so others can add to it.

Since we had extra time, Andrea asked if the subgroup should try to meet during May 7-11 (WOLFcon)
Likely too difficult logistically, and with many things in flux that week it's probably okay to just be ready to act on the outcomes during the weeks that follow