RA - Loans 4/27/2018

Agenda

Updates (10)

  • Possible meeting times: Monday at 10 Eastern/9 Central, and one of the old ones: Wednesday at 1 Eastern/12 Central, Friday at 11 Eastern/10 Central
  • In-house use (wireframes)
  • Fines & fees: missing pieces, replacement copy (p. 29)

Check-in alerts & notes (15)

  • Wireframes
  • Pieces and barcode not found
  • General check-in notes (printing & deleting)

Claims returned (20)

  • Actions on Open Loans & Loan details (renew, change due date)
  • Claims returned item checked in not at its home location

Claims returned that is lost/Checked out item that is declared lost (10)

Recap & action items (5)


Notes

Updates

  • Meeting times: Monday at 10/9c (minus Tonya), Wednesday at 1/12c (minus Deb)
  • In-house use (wireframes)
  • Fines & fees: missing pieces, replacement copy (p. 29)

Check-in alerts

Pieces

  • No missing pieces workflow for V1
  • Further discussion pending structure of pieces in item record

Barcode not found

  • Search & select desired
  • No changes needed

General check-in notes

  • Will check-in notes have to be used for routing instructions? (e.g., route to preservation - but definitely not route to home location) - Emma will ask Tania
    • Affects whether or not they should be printed by default
  • Wireframe needs to have an exit & to have you check which ones you want to delete
  • Need to be able to add a check-in note at check-out - preferably without going into Inventory
    • use case: Staff member w/ low permissions sees that book is damaged - checks it out to patron, but needs to mark it
    • Note gets added to item, not to the loan
  • NCIP/SIP2 interaction?
  • Further discussions depending on how check-in notes would support workflows (not preferred)

Claim returned

  • Should prevent renewals (within FOLIO, from patron's My Account) but allow staff to change due date
  • If checking in an item that's claim returned somewhere other than its home location, need to note that on routing slip
  • Question about whether printing slips will be optional (Emma can talk to Darcy)

Declared lost/claim returned that are lost

  • Option 1: remove from account, create a bill, go to patron's account to see bill and possibly waive
  • Option 2: remove from account, create a bill, immediately be asked whether or not to waive

Next meeting and action items

  • Emma: talk to other PO's about routing and things in transit (Tania, Darcy)
  • Emma: revise wireframes
  • Emma: send out update to meeting, decide whether or not to meet 4/30

Recording

Recording for 4/27/2018