2018-11-8 Resource Access Meeting Notes
- Andrea Loigman
- Joanne Leary
- Emma Boettcher
Date
Attendees
Discussion tems
| Time | Item | Who | Description | Goals |
|---|---|---|---|---|
| 5min | Housekeeping |
| Confirm whether we have enough people & if we'll all be in the right mindset to meet before and after Thanksgiving Day | |
| 5min | Print slips default mockup review | Cate Boerema (Deactivated) | User story: https://folio-org.atlassian.net/browse/UIORG-122 | Approval of mockup and implementation details. |
| 10min | Real time vs. scheduled notices | Darcy Branchini | ||
| 15min | Check in alerts | Emma Boettcher | Decision: When an item that is missing, lost, etc. is checked in, is this an alert or a request for confirmation? If time, expand to suppressed items in Inventory. | |
| 25min | Loan rules editor - review/pre-view | sthomas (Deactivated) | Discussion: Refresher on the original Loan Rules editor in design and function. Preview on enhancing for Circ Rules editing - using real data from SIG exercise. | SIG re-familiarized with loan rules editor |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Reasoning | Link to Supporting Materials | Comments |
|---|---|---|---|---|---|---|
| e.g. loans, fees/fines | Name | e.g. Q4 2018, Q1 2019 | Clearly stated decision |
| e.g. mock-up, JIRA issue | |
| Service points and check in modals | Cate Boerema (Deactivated) | Q4, Q1 | Mockups shown are good Print by default should be checked by default for new service points | UIORG-122 - Getting issue details... STATUS | ||
| Loans | Emma Boettcher | Q1 2019 | Treat outlier statuses such as missing, aged to lost, etc. which can trigger other actions as check in confirmations, not alerts | It allows the most flexibility |
Notes
RA SIG 11-8-18
Emma:
When checking in a missing item, we could have three options:
- a modal popup that completes the check-in
- an option to back out of checkout
- nothing
Concern is not to lose patron information. If we can get to borrower info, there is no real reason to cancel out of the check-in. If there is a suppression on the record (and now needs to be unsuppressed), need to have that fact noted (to be retrieved through a report) or the record updated.
If the item wasn’t checked out to anybody, just confirm the message. Don’t worry about what-if.
Darcy: real-time generation of notices vs scheduled generation of notices
- Decided not to include an “Until” setting because other events (such as checking in the item) will automatically stop the notices from continuing
- Add radio button override option for running notice on real time or batch job (default set on institution level)
- Batch scheduler will have to be constructed
Sean: Policies
Loan rules editor: basic syntax
- there is an editor for the loan rules that allows you to put in criteria
- combination of material type, patron type, policy #
- use plus sign to combine criteria
- colon is used to link criteria to a policy
- ! is used as exception
- tabs can be used to nest rules
- space is used to include multiple values
Fall back policies for Loans, Fines, Holds, Recalls, Notices
When policy is undefined, it uses the default policy
Inheritance is denoted by brackets []
To be continued Monday.
Andrea not in on Monday.