Date

10 Jun 2019

Attendees

Andrea Loigman

Beth Chenette

(OLD ACCOUNT) Erin Nettifee

Anya

Mark Canney

Discussion Items

Time	Item	Who	Description	Goals
5min	Housekeeping	Andrea Loigman	Notetaker -	Reminder - no meeting June 17. Still need a decision on June 20? Please look at user screens and functionality in https://folio-bellis.aws.indexdata.com/ in preparation for a discussion next week.
25min	Item record	Emma Boettcher	Circ Statistics on item record	Review wireframe, determine definition of elements
20min	Circ rules	sthomas (Deactivated)	Locations in circ rules, con't.	Review wireframes for Location-related menus in the Circ Rules Editor. Seeking agreement/feedback. https://drive.google.com/file/d/1KHUbTZcrqZeFNHoyI6l1zL_sMFSSnayT/view?usp=sharing
10min	User record	Andrea Loigman	Usability of user record	Determine what, if anything, is missing or needs to be changed to make users fully functional (https://folio-bellis.aws.indexdata.com/)

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
Loans	Emma Boettcher		Circulation statistics on item record: show last check in date (i.e., system date/time of last scan in Check In app), service point of scan, and operator of scan. In table, # of loans and in-house use, broken out by effective location at time of check out and with date/time of loan & in-house use. Empty state: do not show effective location if it had 0 locations & in-house uses.	Will not show previous loan information, so long as there can be a link to the proposed circulation log
Loans	Emma Boettcher		Return date : clarify whether this is system date vs. backdated date either in field or in action log. Return date should also include any date/time the loan was closed, not just through return (may require label change)
Loans	Emma Boettcher		Gap analysis UXPROD-447 : Group did not feel that it would be productive to split the feature into two separate ones	Need to revisit with European libraries

Notes

No German contingent today - they have a national holiday.

Emma - Circ Statistics on the Item Record

Slide - "At a Glance" wireframe for Circulation Statistics

Most recent check in - may be recent loan, may not be.
Previous Loan - Return Date, Borrower (if not anonymized.)
Q: Can we include the last operator who touched the item? Maybe next to the Service Point?
Q: What permissions are involved in this view?
Q: How does this relate to a circulation log feature? This seems like a circulation log history. Where will that be going? A: We had a conversation about at-a-glance information, vs. the deep dive. It had seemed like it would be helpful to see the information in the at-a-glance feature. Because this is part of the item record, it had not been seen as something that would be filtered or interacted with. It's not intended to replace a circulation log. We still need to discuss how to get to that and what it looks like. Q: This might be a place to link to a circ log?
Q: Can we add info if something was recalled?
Seems to be general consensus that this view is OK. If we need to do more research, we need a lot more detail - but that's not really appropriate for this interface.
David - whether you call this a closed date, or a return date - you really want to see actual time, but there are circumstances where an item return date might have been overridden - but again, that's something that you would only need in certain scenarios, and in those scenarios you are digging earlier.
Andrea - can there be an indicator if there's a difference in date/time that might prompt you to understand if something was strange? Same thing could be true about most recent check - in too.
So maybe we don't need the Previous Loan info there? Some consensus. A: OK, but only if we have an easy to link to get to the circ loan history. Presumably this could also make permissions easier to control too.
So "Most recent check in" is really, really referencing the Check-In app - so not an item status change or something just touching the record.

Loan details also has a Return Date - is that still the right label for that? Does it need to have a reflection if the loan was backdated?

Amherst: This loan table should have the backdated date, since this seems to be where you would be researching fines/fees.
You want to be able to see backdate AND system date, especially in cases of managing fines.
Would a backdate show up in the Action Date? Emma - good question, and not sure. She thinks it would be system date.
Joanne - people can backdate incorrectly. So it would be nice to see the backdate action clearly identified.
Maybe the backdated time can display in the comments? Or as part of the Action.
David: Instead of Return Date as loan, it should be Loan Closed date. And the Action Details tell you why.
So consensus on changing the label name - to Loan Closed.

Back to At-A-Glance view.

Item Use Table. Includes Locations, Loan numbers, dates? In-house use.
Dates allows you to more understand numbers - 100 loans this year is different than ten years ago.
Q: What is this telling us? Why do we need it? A: Aleph has nice counts of use, Andrea finds it useful. Helpful in deciding how hard to chase something, or understand context of item history.
Q: Should it be last date? What if someone is keeping an item and consistently renewing?
Q: Should Loans include current loans / historical loans? A: Yes - should include current loans - useful for all sorts of ways, and makes the first loan an item has, the information looks correct.
This view would be used by a lot of selectors.
Q: What info displays if there's no loans? A: If it hasn't yet circulated, does it need a loan use indication in the circ history (Andrea)
Advantages to both. Consensus - this view will show only if an item has circulated in a location.

Darcy - Patron Notices

Tokens - Request Cancellation Reasons
Cancel Reason -- if there is nothing in the public description, do we show patron the label? Answer: Yes.

Andrea

Bellis - Users Area. Meeting at Face to Face --- what else do we need? Or what else is missing? Or what about the layout of the screen?

Erin - will send Instance survey to RA SIG mailing list.
Cheryl -- had a chance to review the User record, and found a lot of problems. She will email her notes to Andrea.

Emma - feature
UXPROD-447 - Anonymizing / Scrubbing loan data relating to fees/fines

Label is confusing, and there are two aspects of this that got Frankenstein'ed together. May make sense to split.
If she creates a separate feature, and split work - first part, keep loan information when it has a fee fine. Second - sometimes, I want to scrub even the fees/fines.
Second part - may not be go-live for everyone.
Lots of crickets. Not sure splitting will necessary lead to changing / de-prioritization.
Emma will consider and may revisit when Germans are on the call.

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