2019-6-24 Resource Access Meeting Notes
- Andrea Loigman
- Jana Freytag
Owned by Andrea Loigman
Date
Attendees
Elizabeth Chenette
Discussion Items
| Time | Item | Who | Description | Goals |
|---|---|---|---|---|
| 5 min | Housekeeping | Andrea Loigman |
| |
| 45min | Notes | Notes on request record |
| |
| 10min | Notices | Darcy Branchini |
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 | ||
Notes
- Kalillah is presenting the notes app
- they were created for the ERM apps and are currently implemented in the e-holdings and agreements
- in contrary to the helper-apps
- because they don't address key features and don't meet the expectations in general
- Kalillah is demoing
- the notes are only available per app
- possible to CRED the note if permissions are granted
- multiple records can be assigned to the note
- Parts:
- Note type (which aren’t specific to app)
- note title
- Details (editor)
- Assigned to record you are currently on
- unassign and delete
- Questions/answers:
- Is the link functional? - no, could be
- Are the notes cloned? - no but assignable to multiple records
- If there is only one assignment the unassigned button will delete the note
- Is there a filter for the visibility? - Note is only internal
- Filter by note type? - not yet
- Assigning notes is only possible throughout one app not cross app
- staff only notes? not visible to public - all notes are staff notes
- Question from Cate to the group: Would notes be helpful in requests as staff notes or possibly as a patron notes if linked to the discovery layer?
- no, if not searchable
- for requests it has to be linked to the discovery layer
- as a general design for staff notes it's good
- Could it be helpful in the damaged process? - no conclusion
- is expiring/archiving possible? - no
- more info needed in the assign note screen maybe through a hover
- Conclusion:
- we could make use of it
- not meeting a specific need
- tenant level types should be available throughout the apps
- More than 25 types would be needed - can be changed
- more filters would be useful (e.g. note type)
Darcy Patron notices:
- Nice-to-have
- transfer the transaction ID through the system
- Use-case: request/in relay/costume fields for
- additional function: searchable
- useful for reporting - notes in LDP