RA - Loans 6/13/2018

Agenda

• Reports
• Check-in note for pieces
• Claim returned
  • Undo
  • User notes
• Overrides
• Request type on various screens

Notes

Reports

• continued discussion from Monday
• Might not be necessary to group loans by a particular field in the loan (borrower, item) but would be necessary to see that information later
• Reports planning document (Loans) - view-only

Check-in note for pieces

• Added missing pieces to modal

Claim returned

Undo

• Ideally uses due date & date of "undo" to indicate item is aged to lost or checked out
• happens only rarely, usually happens within a couple days of the original claim

User notes

• Date, operator, result & item barcode or item ID (retain information in case item comes back)

Overrides

• When an action fails for many reasons, need to see all the reasons but not individually override each one
• When an action fails on many items, use a selector like the change due date checkboxes

Request type

• Preference is to have any type of request display (at a glance, though hover/mouseover was also discussed)
• include with # of requests field, display only most important
• some discussion about whether or not to prioritize this
• being able to sort would be nice, but it's a low percentage of items that have any requests on them

Next meeting and action items

• June 18
• June 21-26 - ALA

Recording

Recording for June 13