RA - Loans 5/2/2018

Agenda

Updates (5)

Check-in alerts (10)

• Pieces
• If time: Check-in notes from item record

Declared lost (20)

• Declaring an item that is checked out lost
• Declaring an item that has been claim returned lost
• Bulk action?

Anonymizing fee/fine data (20)

Recap, action items, and next week (5)

Notes

Updates - in-house use

• Item details, request details, fee/fine details should all be shown through ellipsis at check-in
• Ellipsis/lack of ellipsis cannot be signal for in-house use (in-house use will have item details)

Check-in alerts

• Helpful to structure pieces as a text field and a numbers field for reporting
  • Voyager currently has a number field, and augments with notes
  • may also support missing piece functionality

Declared lost 

• If an item is declared lost, can all of the following happen simultaneously? Or is intervention required?
  • close loan - no longer on patron record
  • status changes to lost (prevents future requests)
  • billed to patron
    • patron notified? does this go out automatically or as a batch?
• Need to accommodate replacement copy
  • Option 1: item remains on patron's account & is not billed, but its status changes to lost, doesn't accumulate fees. after X number of days, patron can no longer replace item, resulting in the loan being closed & being billed to their account
  • Option 2: loan is closed & item is billed. Patron can come with a replacement copy for X number of days before bill is sent to bursar
  • Holly should be involved in this discussion
• Bulk action
  • Okay for it not to be bulk action

Anonymizing fee/fine data (that is, breaking link between item & fee)

• Real world scenarios: anonymizing loans, but never anonymizing fines/fees; anonymizing loans, keep fines/fees for set amount of time

Next meeting and action items

• May 14 - no meetings the week of WOLFcon
• Emma: set up meeting with Holly
• Emma: in-house use wireframe

Recording

No recording for this meeting.