/
2018-06-28 Resource Access Meeting Notes

2018-06-28 Resource Access Meeting Notes

Jun 28, 2018

Date

Jun 28, 2018

Attendees

  • @Andrea Loigman

  • @Jana Freytag

  • @William Weare

  • @David Bottorff

  • @Tania Hewes

  • @Emma Boettcher

  • @Joanne Leary

  • @Sharon Wiles-Young

  • @Mark Canney

  • @Anya

  • @Darcy Branchini

  • @Schwill, Carsten

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5min

Housekeeping

@Andrea Loigman

  • Note-taker - @William Weare

  • Mark Canney - 8/15 Forum w/demos

  • ? - July 4th week meetings

10min

WOLF-Con recap

 @Emma Boettcher

 types of item statuses

30min

Item statuses

@Emma Boettcher

@Tania Hewes

Slides

Notes

Housekeeping: Andrea

Announcements:

Mark Canney: demo of loans + fees & fines (Holly & Emma); August 15

Andrea Loigman: Next week includes July 4; we will meet on July 2 and July 5

Discussion:

WOLFcon Recap: types of item statuses (Emma Boettcher)
Item statuses (Emma Boettcher, Tania Fersenheim)

From WOLFcon discussion:

  • Move away from compound statuses

  • How this will be implemented

  • What’s missing from just these two pieces of information (availability, needed for request)

[Three columns/lists]
Availability | Needed for [request] | Process

Availability—examples:

  • On order

  • In process

  • Expected

  • Available

  • Checked out

  • In transit

  • Recently returned

  • Claim returned

  • Awaiting pickup

  • Aged to lost/grossly overdue

  • Lost (declared lost)

  • Missing (from the shelf)

  • Long missing (from the shelf)

  • Withdrawn

Discussion:

What’s missing? Suggestions:

Reserves process status(es)
Available
Processing (recall, request for purchase, etc.)
Flagged as needed for reserve (to prevent checkout)

Item status specific to acquisitions

Could we change “needed for request” to just “needed for” to accommodate other types of requests?

Request has many complicated components;

Needed for: preservation, cataloging, etc.

Needed for means needed for a workflow;
Process means item in the workflow

Needed for—examples:

  • Patron request

  • Reserve

  • Cataloging

  • Preservation

  • ILL

  • Digitization

  • Individual staff member

  • Access service review

  • Exhibit (internal, external)

  • Special shelving (new books, spotlight)

  • Transfer to off-site (“re-homing”)

  • Weeding

  • Bindery


Process ("in the middle of")—examples:

  • Preservation

  • Binding

  • Search

  • ILL

  • Accessioning

  • Claimed (not claimed returned)

  • On exhibit

  • Special shelving

Nearly everything in the second column would have a corresponding process in the third column.