2018-05-03 Resource Access Meeting Notes

Date

03 May 2018

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

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.