2018-07-02 Resource Access Meeting Notes

Date

02 Jul 2018

Attendees

• Andrea Loigman

• Jana Freytag

• William Weare
• Emma Boettcher
• David Bottorff
• Deb Lamb
• Joanne Leary
• Anya
• Darcy Branchini
• Tania Hewes

Discussion items

Notes

Emma on Item Statuses

Emmas question for the group: What does it need for a status to automatically go through to "need for" and/or "process"? (I might got this one wrong please feel free to edit this, thanks)

Summary: We went through the Item statuses again and several new questions came up

Questions/notes:

• Which statuses are workflow relevant?
• Which statuses are relevant for the workflow engine?
• If the workflow engine exists some Process statuses are perfect for it
• Needed for statuses are step 0 statuses
• David: What is reasonable for V1? Should it be more intelligent & automated, what is needed for presentation e.g. a patron request is only automated

Main Questions, that statuses need to answer to:

• Where is the item?
• Where does it need to go?
• What to do with it?
• For that do we need to look at only the availability statuses or also at process?

Requests:

Are we in need for a 4th status for requests?

• David reports from the request sub group:
• on loan screens you need to know a few things about request statuses:
• next due date or item status
• what state is a request in
• what type is it
• only existence
• there will be request types which can be put in to loan engine

Andrea: What would make it easiest for the staff to react to a patron asking for an item?

• no pop up for every processing status but the availability status will do
• more info will be available in different places

Search:

• Are we in need for an invisible availability status (unavailable) rather than a concrete status?
• David suggests that more Info in  e.g. preservation or in house is good for the search so that you know where to look for it
• 1-2 more statuses are needed to reflect that

Custom statuses:

• David stresses that custom statuses are needed not only to create them but also to connect them to each other

Other concerns:

• Most important info is where does the item go next
• Tania states that the questions are: Which of these things FOLIO does and what a human need to do or have (automated vs. manual process?)
• request group will be back soon to present progress
• process statuses may need be better structured

Task for next meeting: Think about other things in categories or other examples.