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2018-05-03 Resource Access Meeting Notes

2018-05-03 Resource Access Meeting Notes

May 04, 2018

Date

May 3, 2018

Attendees

  • @Andrea Loigman

  • @Cate Boerema (Deactivated)

  • @Cheryl Malmborg

  • @David Bottorff

  • @Joanne Leary

  • @Mark Canney

  • @Wendy Wilcox

  • @Schwill, Carsten

  • @Deb Lamb

  • @Emma Boettcher

  • @Jana Freytag

  • @Kimie Kester

  • @Rameka Barnes

  • @Sharon Wiles-Young

  • @Tania Hewes

  • @Wendy Wilcox

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5 min

Housekeeping

@Andrea Loigman

  • Note-taker - @Mark Canney

  • WOLFCon agenda - they are planning to set up Zoom sessions for each SIG meeting at WOLFCon.

5 min

Loan policy

 @Cate Boerema (Deactivated)

 Should “Renew from current due date” be an option for loan policies with loan profile = fixed

10 min

Locations

@Cate Boerema (Deactivated)

  • Permanent and temporary locations on holdings and items:

    • What should happen when an item-level location (e.g. temporary location) has been set and then the location at the holding is changed? 

    • How should we display this best to users?

40 min

Request messaging

@Tania Hewes

Messages and modals related to check-in, check-out and renewal

Notes

Andrea

  • Wolfcon agenda mostly finalized; link available above. Working on setting up zoom sessions for all of the SIG meetings. Our regular meetings are suspended for next week. Next regular meeting - Monday, May 14th.

Cate.

  • Loan policy form. Fixed due date schedule > Renewal is currently provisioned with options >  1. Current due date. 2. System date. Does this make sense? Group agreed loan is not elelgible for renewal in this case. Renew from doesn't need to be there - assume 2.

  • Item Record. Permanent location inherited from holdings record. "reset to holding record". Other options. Option 1. display holdings location "read only". Option 2. Effective location from holding "read only".

Tania.

  • Need to harmonize language on loan screens - do we have a standard glossary of RA terms for FOLIO? e.g. Loan/Return. Group agreed we prefer Loan/Return.

  • Need to optimize modals with clear language about next steps. Ability to turn off/on popups for bulk action? Still need to print slips and display messages. Do whatever service desk defaults are.

  • What to put in title area - What to do or what just happened? What to do next is most important except in case of failure: Loan failed - Route to Main Library. Permanent service desk settings for slips printing versus session level sessions.