2018-04-30 Resource Access Meeting Notes

Date

Apr 30, 2018

Attendees

• @Andrea Loigman

• @Deb Lamb

• @Joanne Leary

• @Anya

• @Emma Boettcher

• @Mark Canney

• @Rameka Barnes

• @William Weare

• @David Bottorff

• @Cheryl Malmborg

• @Kimie Kester

• @Tania Hewes

• @Wendy Wilcox

Goals

• Review screens and messages 

Discussion items

Notes

• Emma-screen mockup for change due date bulk change

  • ability to deselect specific items, warning about items with request queue (at top of list), etc.

  • warnings about patron expired, date is in past, library closed, etc.

• Emma-how should system handle barcodes not recognized

  • modal stopping person in tracks-only option to exit-should reset cursor to blank input

  • audible feedback for modals should be included if possible

  • confirmation that modals should be cleared by some keyboard key (not enter)

  • no strong opinions on "exit" label-should simply be consistent

  • item lookup is on the path but not sure when that will be scheduled

• Tania-requests circ messages

  • strategy for going forward: because some odd situation needs to happen, either manually by staff person or automatically via override, but steps are the same

  • design and implement the functions manual functions first, then use those as building blocks for automatic override

    • reordering request queue

    • reopen awaiting pickup to awaiting fulfillment, etc.

  • awaiting pickup for different patron at different location

    • override is a low priority

      • print slip option - this would require a check-in action - prioritization vs manual checkin

  • in transit to this location for a different patron

    • seems good

  • in transit to a different location for a different patron

  • in transit for this patron at a different location - no alert is okay (alert fatigue)

  • item is eligible to fill an open Q1 request for a different patron-different libraries may want to privilege the person with the item in hand or the person with the request

    • "continue with checkout" or "do not checkout" is the preferred option

    • whatever rules to existing requests would kick in if you proceeded with the checkout

  • check-in screen of item already awaiting pickup

  • item awaiting pickup somewhere else and needs to go in transit

  • modals for delivery

  • delivery notices that an item is en route but problematic for all pickup in transits

    • eventually the ability to allow patrons to choose which notices to receive (in transit for pickup vs. available for pickup)

• Andrea will send links to WolfCon RA meetings if it proves possible