2018-05-24 Resource Access Meeting Notes
Date
May 24, 2018
Attendees
Andrea Loigman
Mark Canney
William Weare
Cheryl Malmborg
Cate Boerema (Deactivated)
Emma Boettcher
Anya
Sharon Wiles-Young
Schwill, Carsten
Julie Petzold
Kimie Kester
Wendy Wilcox
Darcy Branchini
Discussion items
Time | Item | Who | Notes |
|---|---|---|---|
5min | Housekeeping | Andrea Loigman |
|
10min | Questions re:Item/holding display | Andrea Loigman | |
10min | Categorization of material types | Andrea Loigman | |
| Due dates and times for day/week/month loans vs minute and hourly loans | Cate Boerema (Deactivated) |
|
5min | Renewing loans “From current due date” | Cate Boerema (Deactivated) | Should renewal from current due date work on same day as original check-out? |
Notes
Andrea.
1. Questions regarding Inventory App - item/holding display.
Please review the inventory screens above which were developed mostly with RM input. We need RA-SIG to review data on screens of Holding and Item records and provide feedback to Andrea before Tuesday, 5/29.
What about item search on Loans and Request screens? Will the IA screens work? We want to avoid having seperate apps for RM and RA for items/holdings.
On an items list for serials, volume sort would be better than barcode.
Item screen. Do we want to request a change in order of sections? It seems Availability should be higher. Do we need both Volume and Enumeration?
What about damaged, missing pieces, number of pieces, description of pieces?
Plan for breadcrumbs at top of these screens which will help with navigation
Other filters needed?
2. Categorization of Resource Format Material types.
Andrea has provided a link to the spreadsheet. She needs help categorizing material types for sorting purposes.
Cate.
1. Edit Loan Policy > Closed due date management.
If 'move to beginning of next open day' is selected, do we need ability to add an offset or buffer? Yes, in that case an offset option should be presented so loans won't become due immediately upon opening.
2. Renewals > from current date.
Do we want to allow renewal on same day as charge? No, if renewal shortens or does nothing than we need logic in place to prevent renewal and pass explanation to borrower or operator.
Comments
Interesting, Tania Hewes. We have thus far been assuming in FOLIO that, if the loan policy, loan rules or calendar changes after the loan is created, the due date doesn't change (and, of course, no notification is sent to the patron). Of course, at the next check out or renewal, FOLIO will refer to the new policy/calendar to set the due date.
The changing closing time thing might be another reason to not calculate due time based on service point closure unless absolutely needed (as in the case of hour and minute loans).
Tagging Emma Boettcher who has been helping work out this logic.
Re: displaying times on day/week.month/fixed loans:
This was one of my annoyances with Alma. The system assigned a due time to day/week/etc loans that was equal to the closing time of the "desk" the item was borrowed at (or maybe its home location, I don't recall).
THEN! when you changed the calendar, perhaps to change the closing time of that desk from 11pm to 5pm, Alma would update all the items' due times AND send a notification to the patron that their duedate had changed. It was very very very annoying to patrons and staff alike.