2018-07-30 Resource Access Meeting Notes
Date
Jul 30, 2018
Attendees
@Andrea Loigman
@Jana Freytag
@Mark Canney
@Darcy Branchini
@Anya
@Emma Boettcher
@Deb Lamb
@Cheryl Malmborg
@Cate Boerema (Deactivated)
@Joanne Leary
@Rameka Barnes
@Kimie Kester
@Julie Petzold
@Wendy Wilcox
Discussion items
Time | Item | Who | Notes |
|---|---|---|---|
5min | Housekeeping | @Andrea Loigman |
|
30min | Using loan, fee/fine and request policies for patron notice logic | @Darcy Branchini |
|
20min | On-the-fly and personal copy requirements | @Andrea Loigman |
Notes
Discussion of around Patron notices. What is going to be set up and then what are the priorities. Where do the notices logic start.
It would be nice to have:
a copy and edit ,
or multi use
or time delay based on service points
Interval of notices - or variable intervals
need to have an expire time defined - both for the patron and for the library workflow (need by date)
Could there be to many patron notices, notice overload.
Load test notices is very important
The look of setting up notices will look the same
trigger event ( talk to Emma about "status" to ensure the words used are the same)
The template is different than the logic - the logic is when, why, how often will the notice be sent to the users.
Settings should be set by service point.
The risk could:
loan policy is by patron group
notices are item based
this may conflict
This is thought to not be much of an issues currently
There are templates for:
SMS
Email
Print
Batch processing is also in the works
----------------------------
On the Fly (Fast Add) and Personal Copy of items
Public display / yes or no - suppress indicator
Truncated Bib and Item record
Created from item to bib not bib to item
permissions based
this could also be equipment (umbrellas, jump drive, etc)
needs to be able to add without going into the inventory app
creating something "blind" or adding to an existing holding
searching is not of high importance
Need to flag for catalog review or suppressing
associated with the provider of the item ( person/ department /etc)
identify these records quickly
currently in use
not in use
searchable
Barcode*
Callnumber*
location*
author/title *
Date ( optional ) create date for the item
format/material type (optional)
Pub date (optional)