2018-12-10 Resource Access Meeting Notes
Date
Dec 10, 2018
Attendees
@Andrea Loigman
@Emma Boettcher
@sthomas (Deactivated)
@Cheryl Malmborg
@Kai Sprenger
@Jana Freytag
@Joanne Leary
@Mark Canney
@David Bottorff
@Anya
@Deb Lamb
@Katharina Haas
@Kimie Kester
@Rameka Barnes
@Susan Kimball
@William Weare
Discussion tems
Time | Item | Who | Description | Goals |
|---|---|---|---|---|
5min | Housekeeping | @Andrea Loigman |
| No RA meetings - 12/20 to 12/31 |
10min | Check in/check out notes (read) | @Emma Boettcher |
| Approve read-version of check in/check out notes |
25min | Check in/check out notes (other interactions) | @Emma Boettcher |
| Decide priority of other interactions (print, delete, edit existing - others?) with check in/out notes from check in/check out app |
5min | Clarification on Circulation Rules 'inheritance' | @sthomas (Deactivated) |
| Group understanding on limits to inherited properties in Circulation Rules modeling |
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 |
|
Loans | @Emma Boettcher | Q1 2019 (read-version) | Include operator & date on checkin/checkout notes Deleting notes at checkin/checkout is accessible through ellipsis menu, but not on the same screen as initial pop-up |
|
| Assumes that there is a tenant-level setting about whether operators should be tracked at all, and that if operators are not tracked, that information is not shown |
Circulation Rules | @sthomas (Deactivated) | Q1 2019 | Clarification on Circulation Rules 'inheritance' |
|
| Sean clarified that the Q1 version of the Circulation Rules Editor would support both the inheritance of a 'fall-back policy' if one were not specifically declared and would retain the inheritance structure currently present for nested attributes defined in the creation of a circulation rule. |
Notes
Check in/check out notes (read/interactions) - Emma
Should the operator ID and date be displayed at check in? Yes
Need note column to be larger to avoid text wrapping. Emma will check to see if there is a character limit for the note field.
Discussed needing a tenant level setting for institutions not wanting to track operators. Need the setting to not display operators. Side note, for possible future discussion, if needed: Need to know any transactions that would need tracking if a tenant level setting is placed and how the institution would be able to retrieve the information, for ex. Financial info.
Discussed if we should be able to delete notes during the check-in process?
Options to split the notes:
1. Check- in item to cancel and confirm
2. View check- in notes
Initial solution to delete from module or not have the ability to do it, have ability to use ellipsis
Circulation Rules - Sean
Sean- Talked about there being a fallback policy for each type that would be used if nothing else was specified - fallback inheritance will exist. Additionally, there was confusion in earlier meetings about whether the existing functionality to allow inheritance through nested properties would still be allowed in the Q1-2019 version. Sean confirmed that this would be the case. Earlier conceptual mock-ups included other 'inheritance types' that will not be developed as part of the Q1-2019 release - i.e., 1) the ability to define a common 'default' policy that could be inherited by a shorthand reference and 2) the ability to define, on the top line of a rule, a grouped set of policies that would be inherited by all nested properties beneath it.