2019-2-25 Resource Access Meeting Notes



Discussion tems


20minFee/fine patron notice questionsHolly Mistlebauer
requirements for patron fine notices
30minCirculation history: overlapping featuresEmma 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


Link to Supporting Materials


Holly MistlebauerQ1 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/FinesQ1 2019A 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/FinesTBDAdd 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/FinesHolly MistlebauerTBDAdd 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 NoticesDarcy BranchiniTBDUsers needs a way to view all notices send to a patron.

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