2018-08-13 Resource Access Meeting Notes

Date

13 Aug 2018

Attendees

• Andrea Loigman

• David Bottorff

• William Weare
• Holly Mistlebauer
• Emma Boettcher
• Schwill, Carsten
• Mark Canney
• Kimie Kester
• Rameka Barnes
• Wendy Wilcox
• Joanne Leary
• Darcy Branchini
• Kimie Kester

Discussion items

Notes

Housekeeping

• FOLIO forum is on Wednesday, August 13, at 11 Eastern. Featuring Tania, Anya & Emma talking about RA topics. Register if you can make it.
• Chicago is hosting a local FOLIO meetup in September

Patron blocks

• Item blocks: you can't check out any more of this type of time
• Blanket blocks: patrons can't do anything (or some things) based on some criteria, e.g., if they are inactive
• Discussing blanket blocks today.

Check out app & patron blocks

• When a patron with a blanket block has their card scanned, the staff member should immediately be notified of the block. i.e., do not wait for the staff member to start checking out items to the patron.
• When the staff member is notified of the block, consider the following:
  • Title of the modal announces the block
  • Content of the modal says all the reasons the patron is blocked. The more information, the less back and forth is needed. 
  • The staff member needs a way to override the block & to resolve it.
• When the staff member overrides the block, keep the information about the block on the borrower pane of the Check out app.
  • However, displaying this information too often or being too vague can lead to alert fatigue
  • Other locations were suggested for this information, but this seems to be most consistent
• When the staff member wants to resolve the block, take them into the Users app (assuming they have appropriate permissions

Users app & patron blocks

• Highlight an expiration date that's passed (status and expiration are most frequent places to resolve a block)
• Also possible: include a section of patron blocks
• When a staff member initiates an interaction for a blocked patron (e.g., from loan history or loan details), alert them that the interaction is blocked as it's happening, but not necessary to do so beforehand). Emma will handle similar alerts, like renewal limits.
  • Again, same amount of information is needed: that the patron is blocked, why the patron is blocked, and paths to override or resolve the issue

Proxy borrowers & patron blocks

• If a sponsor is blocked, their proxy cannot check things out to them
• If the proxy is blocked because they have expired or the proxy-sponsor relationship has expired, then they should be blocked from checking things out for their sponsor

Granularity

• Blocking requests vs. having separate treatment for recalls and holds
• Blocking all checkouts vs. having separate treatment for reserve items