2018-09-17 Resource Access Meeting Notes
Date
Sep 17, 2018
Attendees
@Andrea Loigman
@Holly Mistlebauer
@Jana Freytag
@Rameka Barnes
@Deb Lamb
@Wendy Wilcox
@William Weare
@Cate Boerema (Deactivated)
@Darcy Branchini
@Joanne Leary
@Schwill, Carsten
@Cheryl Malmborg
Discussion items
Time | Item | Who | Notes |
|---|---|---|---|
5min | Housekeeping | @Andrea Loigman |
|
25min | Notice Logic | @Darcy Branchini |
|
10min | Reporting | @Holly Mistlebauer |
|
15min | LBS loan policy changes | @Schwill, Carsten | Click here for the deck. |
Notes
Notice Logic – Darcy
Two options, re: display:
1. Before overdue, at overdue, after overdue [chronological]
2. Send immediately, followed by before, and overdue
Preference expressed for the first option
Options for other events?
Notice options will need to be clear; develop naming convention;
Recall options, re: display:
Options mimic notice options
Discussion, re: tying availability notices with requests
Reporting Overview – Holly
Reporting SIG Deliverables
Data Warehouse
Data Dictionary
Existing/New Reports
Reporting overview document
https://docs.google.com/document/d/11hoeLqS98O7Pjp4p7ovpJslmFKFE16XRvTQdZQmg-pY/edit?usp=sharing
Includes link to Reporting SIG Master Spreadsheet
Holly reviewed how to add a request for a report to the report spreadsheet
Modification During Checkout – Carsten
LBS Multi Functional Screen
Screenshot: modification during checkout (loan period & loan type)
Could this be done in FOLIO? Mock-up w/ change buttons added to check out app
Carsten presented strategies for computing, storing, and changing the loan policy
It was suggested that Carsten share this with Emma, who is product owner for this