2018-11-8 Resource Access Meeting Notes
Date
Nov 8, 2018
Attendees
@Andrea Loigman
@sthomas (Deactivated)
@Cheryl Malmborg
@David Larsen
@Joanne Leary
@Anya
@Schwill, Carsten
@David Bottorff
@Emma Boettcher
@Deb Lamb
@Holly Mistlebauer
@Kai Sprenger
@Kimie Kester
@Mark Canney
@Sharon Wiles-Young
@William Weare
@Katharina Haas
Discussion tems
Time | Item | Who | Description | Goals |
|---|---|---|---|---|
5min | Housekeeping | @Darcy Branchini |
| 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 |
|
|
|
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 |
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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.