Date

02 Jul 2018

Attendees

Discussion items

Time	Item	Who	Notes
5min	Housekeeping	Andrea Loigman	note-taker - Jana Freytag
55min	Item Statuses con't.	Emma Boettcher	Status doc

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.

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