2019-6-24 Resource Access Meeting Notes

Date

Jun 24, 2019

Attendees

@Andrea Loigman

@Cate Boerema (Deactivated)

@Khalilah Gambrell

@Darcy Branchini

@Emma Boettcher

@Schwill, Carsten

@Kai Sprenger

@Katharina Haas

@Mark Canney

@David Bottorff

@Joanne Leary

@(OLD ACCOUNT) Erin Nettifee

@Magda Zacharska

@Kimie Kester

@Jana Freytag

@mey

@Anya

@Cheryl Malmborg

Elizabeth Chenette

Discussion Items

Meeting Outcomes

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