2018-11-19 Resource Access Meeting Notes

5min

Housekeeping

@Andrea Loigman

• Notetaker - @Cheryl Malmborg

• Call for new RA rep to the Forum Facilitators group (meetings are Wednesdays 3pm EST, usually only 30 minutes)

• Interest in working with UM SIG on reports?

5min

Cornell update

@Deb Lamb

10min

Anonymized loans

@Emma Boettcher

Anonymized loans: proxy borrowers

Decide: when anonymization is manual, what triggers a proxy borrower being removed from a loan?

10min

Paging requests

@Cate Boerema (Deactivated)

Are page requests needed if the allowed statuses for holds are configurable? If so, why?

Decision on whether both holds and pages are needed and, if so, why.

30min

Chalmers requests review

@Cate Boerema (Deactivated)

First adopter Chalmers University has asked for some changes.

Discussion and decision on Chalmers' suggested changes:

1. Items awaiting pickup popup at check out

2. Is it okay for the check in modals to include the name of the requester?  https://drive.google.com/drive/folders/1G31thPxXT1CogRQIGALxNr5jkOgwhyyi

3. Create request from Item record in lieu of item search and select popup (just until we get item search and select)

4. Should settings that impact due date actually reside in the Loan policy as opposed to the Request policy?

10min

Permissions

@Holly Mistlebauer

Permissions needs for Aster vs. longer term

e.g. loans, fees/fines

Name

e.g. Q4 2018, Q1 2019

Clearly stated decision

• Because...

• Because...

e.g. mock-up, JIRA issue

Loans

@Emma Boettcher

Proxy borrowers are removed from the loan if and only if the proxy's sponsor is

Proxy does not "own" the loan; the person who borrowed the item should be in control of what happens to it

Requests

@Cate Boerema (Deactivated)

1. Items awaiting pickup popup at checkout:
   Agreed this is a good idea (filed feature: UXPROD-1367)

2. If we are going to put requester names on check in modals, that has to be configurable (filed feature: UXPROD-1366)

3. Creating request from item record seems like a good feature to everyone (filed

   UXPROD-1365)

4. No decision on whether settings should live in Request policy or Loan policy. SIG is tired of talking about it. Cate will discuss with developers whether one option is preferrable over the other and get back to the group.

5. Other request policy agreements:

   1. Need setting for "guaranteed minimum loan period"

   2. For recalls, use Recall return interval OR current due date, whichever is sooner

Request policy mockup

Fees/Fines Permissions

@Holly Mistlebauer

1. Fees/Fines: Can view

2. Fees/Fines: Can charge

3. Fees/Fines: Can pay

4. Fees/Fines: Can waive, refund and cancel for institution

5. Fees/Fines: Can waive, refund and cancel for owner

6. Fees/Fines: Can transfer
   
   

The same type of people will be given the waive, refund and cancel permission, so might as well put those actions together.  Transfer is something different, which not all libraries have, so we kept it separate. 

UXPROD-1249

The RA SIG had previously agreed to one fee/fine permission for all settings.

For Q4 2018 there will be one setting for all actions–that's all Chalmer needs.