2019-2-18 Resource Access Meeting Notes

Date

Feb 18, 2019

Attendees

@Andrea Loigman
@William Weare
@Emma Boettcher
@Kai Sprenger
@lisa perchermeier
@David Bottorff
@Deb Lamb
@Holly Mistlebauer
@Jana Freytag
@Kimie Kester
@sthomas (Deactivated)
@Mark Canney
@Katharina Haas

Discussion tems

Time	Item	Who	Description	Goals

Time	Item	Who	Description	Goals
5min	Housekeeping	@Andrea Loigman	Notetaker - @William Weare
15min	Check out modal ordering	@Emma Boettcher	What happens when a circulation event triggers multiple modals?	Decide order for when the following check out alerts appear, in the event a check out triggers all of them: multipiece, check out note, item can't be checked out because of loan policy
5min	Item status date	@Emma Boettcher		Confirm: item status date should update when item is checked in, even if status doesn't change? (E.g., something is In transit and then is checked in but stays In transit)
10min	In-house use: effect on check in screen	@Emma Boettcher		Decide: should we have indicator for in-house use on check in screen?
15min	Call number requirements	@Andrea Loigman		Determine collective needs around use, configuartion and display of call numbers in FOLIO - https://docs.google.com/spreadsheets/d/1deEM0OksoPgT3-1YZ6O82OzjObbnepdyd8usf1F6GH4/edit#gid=0

Meeting Outcomes

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to Supporting Materials	Comments

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		Order check out modals by displaying Loan policy override first, then check out note, then multipiece	Most of the time, the loan policy override will not be used, so there's no point looking at the other notes & multipiece if the item is not going to circulate Order by how likely it is that they will stop circulation
State	@Emma Boettcher		Item status date does not necessarily change when item status is touched without changing	Current systems do not do this Helpful to document item being touched in other ways, but doesn't need to be item status date		Need for some sort of item state history that includes when an item has been checked in without the item changing
Loans	@Emma Boettcher		In-house use would benefit from visual indicator	Provide better customer service if you have checked in an item that was thought to be in-house use, but was actually checked out to patron: can reach out to patron		Does not need to be its own column, can be a symbol or a color indication Should not be patron name (privacy issues)

Notes

Three short questions (Emma)

1. Ordering of check out modals (we’ve covered check in modals);

What happens when a circulation event triggers multiple modals?

1. Multi-piece item

a. user can confirm that all pieces are there, or back out of transaction

2. Checkout note

a. user can continue transaction, or back out

3. Loan policy says this is not loanable

a. user can override & set the duet date, or back out of transaction

New order:

1. Loan policy says this is not loanable

a. user can override & set the duet date, or back out of transaction

2. Checkout note

a. user can continue transaction, or back out

3. Multi-piece item

a. user can confirm that all pieces are there, or back out of transaction

2. Item status date

Items status date: changes when status changes:

Would it also change when status doesn’t change?

Examples/scenarios:

• An item that is In transit is checked in at another service point not assigned to home location, and the item’s status remains In transit
• An item with an expired hold and another request in the queue moves from Awaiting pickup to Awaiting pickup
• An item that is Recently returned is double-discharged shortly after it was checked in, and its status remains Recently returned

Outcome: this information (status changes) needs to be reflected somewhere, but not in item status date.

3. Differentiating in-house use during visually during check in

• Previously: seemed like a nice-to-have, not need-to-have. Decided to delay until had discussed item state more
• October: decided that check in screen should also show it items had entered a process, in separate column
• Likely outcome: no differentiation between items that were previously loaned & items that were not on check in screen, so that more important information appears more prominently

o Any objections?

Is there a way to indicate that item checked in is in-house use?

Call number requirements (Andrea)

Determine collective needs around use, configuration, and display of call numbers in FOLIO.

• Is the list in the spreadsheet that Andrea circulated complete?

https://docs.google.com/spreadsheets/d/1deEM0OksoPgT3-1YZ6O82OzjObbnepdyd8usf1F6GH4/edit#gid=0

Emma added call number elements from Metadata Management Inventory—items and holdings

Two questions discussed:

• Where is the data coming from?
• Is sorting needed for all of these uses?