2019-2-25 Resource Access Meeting Notes

2019-2-25 Resource Access Meeting Notes

Date

Feb 25, 2019

Attendees

  • @Andrea Loigman

  • @Jana Freytag

  • @Kai Sprenger

  • @William Weare

  • @David Bottorff

  • @Emma Boettcher

  • @Katharina Haas

  • @Rameka Barnes

  • @Holly Mistlebauer

  • @Mark Canney

  • @(OLD ACCOUNT) Erin Nettifee

  • @Kimie Kester

  • @sthomas (Deactivated)

  • @Tania Hewes

  • @Cheryl Malmborg

  • @Anya

  • @Rachael Smith

Discussion tems

Time

Item

Who

Description

Goals

Time

Item

Who

Description

Goals

5min

Housekeeping

@Andrea Loigman

  • Notetaker - @Rameka Barnes

 

20min

Fee/fine patron notice questions

@Holly Mistlebauer

 

requirements for patron fine notices

30min

Circulation history: overlapping features

@Emma Boettcher

 

Determine differences between 4 similar circulation features (consolidate if necessary) to better aid planning

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

Fees/Fines

@Holly Mistlebauer

Q1 2019

"Notify Patron" flag will be defaulted to on if patron notice has been affiliated with the "Fee/Fine Type"  (or if default exists) in the "Manual Charge Table."  User may elect to turn notification off if they want.  If a patron notice has not been affiliated with a "Fee/Fine Type"  and no default exists, the "Notify Patron" flag will not appear at all. 

  • Saves user a step–in most cases will want to send notice.

 

 

Fees/Fines

@Holly Mistlebauer

Q1 2019

A new field called "Additional information for patron" has been added for the purpose of customizing the information sent on the fee/fine patron notice.  The SIG has asked that this information be displayed on the Fee/Fine Details page where the "Additional information for staff" is displayed. 

  • It makes sense to display the information along with "Additional information for staff"–if we don't display it here it won't appear anywhere except on the notice.

 

 

Fees/Fines

@Holly Mistlebauer

TBD

Add an ellipsis option to Fee/Fine History that allows the user to see all patron notices related to a selected fee/fine.

  • When researching a fee/fine issue, it is often necessary to see the history of what has been sent to the patron.

 

 

Fees/Fines

@Holly Mistlebauer

TBD

Add a link to each action in Fee/Fine Details to see the particular patron notices that was sent for the action.

  • Same reason as above, but allows user to zero in on specific patron notice.

 

 

Patron Notices

@Darcy Branchini

TBD

Users needs a way to view all notices send to a patron.

 

 

This may already be planned, but just in case Holly added it here.

Notes