2019-4-1 Resource Access Meeting Notes
Date
Attendees
- Darcy Branchini
- Cate Boerema (Deactivated)
- Tania Hewes
- Joanne Leary
- William Weare
- Cheryl Malmborg
- Mark Canney
- Deb Lamb
- Anya
- Emma Boettcher
- (OLD ACCOUNT) Erin Nettifee
- Jana Freytag
- Kai Sprenger
- Katharina Haas
- Kimie Kester
- lisa perchermeier
- Magda Zacharska
- Mary Yokubatis
- Rameka Barnes
Discussion tems
| Time | Item | Who | Description | Goals |
|---|---|---|---|---|
| 5min | Housekeeping |
| ||
| 30min | Patron notices | Tokens for patron notices | Need to refine/finalize the list of tokens available to patron notices - DRAFT | |
| 25min | Recently returned | Emma Boettcher | Trigger actions | decisions on what triggers the flip from recently returned to available & how that is scheduled |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Comments |
|---|---|---|---|---|
| e.g. loans, fees/fines | Name | e.g. Q4 2018, Q1 2019 | Clearly stated decision | |
Notes
Patron notices (Darcy)
Tokens for patron notices:
See spreadsheet: https://docs.google.com/spreadsheets/d/13Xnb7j-xt0CZrgD9zRuH3OBX_bxR8FNl94F52Lom9gM/edit#gid=0
Out of the box notices vs. custom; custom needed.
What tokens are necessary?
These are the fields for patron notices (not staff slips); we’ll have a part two conversation about staff slips.
Names:
Loanee vs. borrower. Borrower please.
Borrower: Courtesy, Overdue, Recall, Hold
Requester: Confirmation and Awaiting Pickup for Recall, Hold, Page
Names: Drop the honorific: Mr., Mrs., Sir, etc. [still used in Germany; most would like to ditch them]
Last/family name; first name;
Preferred first name? Some institutions are using this extra field, no field currently on user record
Gender: Gender-neutral title: https://en.wikipedia.org/wiki/Gender-neutral_title
Suffix: Sr., Jr., etc. needed
Call numbers:
Body(?), prefix, suffix, enumeration, volume, chronology, caption(?), copy
Clarification needed: enumeration, chronology
Do we need number of pieces? Description of pieces? (Ex: two pieces: CD + booklet)
What about Accession number: Yes, this is needed, but this can reside in the call number field.
Item:
Title, subtitle, author, barcode
Any other fields needed?
Author field vs. contributor? Title, subtitle, contributor, barcode;
Should this be item or instance? This should be item (though this information is coming from the bib record; call number could be coming from holding; barcode from item?
Location:
Shelf/shelving? Necessary? Yes?
Effective location (Ex: something might live at one location at the holdings level, but one particular item is house at another location)
Business logic to determine this, code, FOLIOname, and discovery/display name.
Need for institution, campus, library, location varies by institution; let’s make all hierarchy levels available; in some cases it will be embedded in another field
Also: Service point requested pickup
Fee/fine: [skip]
[Return date will be needed for fee/fine]
Contact (Library information, not patron):
Patron-facing addresses for various locations
Loan:
Due date/time; request expiration, hold expiration
Add original due date and new due date? We might want this to emphasize this in with a recall.
Contact:
What about logo? Do we need to be able to pull in an image?
Insert URL: Discovery layer? Patron account?
Partials or snippets:
“A way to define reusable information such as header, footer, signature or contact information block.”
Anything else?
What about custom fields? Will these be available as tokens?
Loan: number of times borrowed
Loan: initial borrow date
Loan: number of renewals
Loan: type
2nd topic: Recently returned (Emma) was not discussed today.