RA - Requests 2018 07 25

Owned by Tania Hewes
Last updated: Aug 26, 2018
2 min read

Date

Attendees


Goals


Discussion items

TimeItemWhoNotes
5 minHousekeepingTania

Today's Note taker - David B


5 minQuestionsTania

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.
45 minMiscellaneousTania
    • 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
5 minWrap-upAll