2018-11-19 Resource Access Meeting Notes

Date

19 Nov 2018

Attendees

Discussion tems

Time	Item	Who	Description	Goals
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: Items awaiting pickup popup at check out Is it okay for the check in modals to include the name of the requester? https://drive.google.com/drive/folders/1G31thPxXT1CogRQIGALxNr5jkOgwhyyi Create request from Item record in lieu of item search and select popup (just until we get item search and select) 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

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	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)		Items awaiting pickup popup at checkout: Agreed this is a good idea (filed feature: UXPROD-1367) If we are going to put requester names on check in modals, that has to be configurable (filed feature: UXPROD-1366) Creating request from item record seems like a good feature to everyone (filed UXPROD-1365) 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. Other request policy agreements: Need setting for "guaranteed minimum loan period" For recalls, use Recall return interval OR current due date, whichever is sooner	Items awaiting pickup popup at checkout: Agreed this is a good idea (filed feature: UXPROD-1367) In OLE you can choose whether the popup only shows items available at this service point or any service point Just at this service point would be the default If we could show it without confusion in one popup, that might be okay Awaiting pickup here: jfajlj Awaiting pickup elsewhere: 99% of people choose to have all their items delivered to one service point. For privacy reasons, not all institutions want this data displayed --- ---	Request policy mockup
Fees/Fines Permissions	Holly Mistlebauer		Fees/Fines: Can view Fees/Fines: Can charge Fees/Fines: Can pay Fees/Fines: Can waive, refund and cancel for institution Fees/Fines: Can waive, refund and cancel for owner 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.

Notes

https://drive.google.com/file/d/1EUQ3yCfjqjsk2amiPUK7SHqQEcY1hSd8/view