RA - Requests 2018 07 25

Any questions or thoughts since our last meeting?

• creating requests by Item ID-the importance of creating a request which does not have a barcode-it is tracked by item ID, Tania will follow up, but it is known that it is important to have the search feature.

• • Mockup change: action column begins with action that happened, then concatenated with cancellation reason then free text.
    • Do we like this? No one has any objections, we will move forward and get sign off of full SIG
  • There is no character limit set at the moment for free text, tested with 10K+ characters
  • Advanced search within the app
    • what would we want to search on?
    • simple search box - currently only seems to be looking at title, item barcode, patron barcode but is missing patron name
    • limits by request type and status
    • need:
      • request type
      • request status
      • title
      • item barcode
      • call number
      • library shelving location
      • pickup location service point

• date ranges for request placed date, hold expiration date, request expiration date
• requestor name
• requestor barcode
• can't hurt
  • proxy
  • patron group
• how much does advanced search overlap with reports and workflow engine triggers, etc.?
• ability to export to csv from whatever your screen results is being worked on, which would include all data elements
• is there any data element we WOULDN'T want to search by?
• renewal of requested item same or different rules than at moment of checkout
  • David B - it seems like if renewal of a requested item is allowed at all, it would need to be a different than at checkout
  • no one objects, so will assume they need to be different, can always be set to be the same
• paging report-csv as a stand in
  • csv export is currently higher than the in app paging report
  • not that this would mean the in app report wouldn't be available for go live
  • would csv as a stand in work until the report is ready?
  • David B-how does advanced search factor in? Need to limit by shelving location for paging, whether via csv export or in app report, otherwise is a no go either way