2019-6-24 Resource Access Meeting Notes



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



Cheryl Malmborg

Elizabeth Chenette

Discussion Items

5 minHousekeepingAndrea Loigman
45minNotesNotes on request record
10minNoticesDarcy Branchini

Meeting Outcomes

Functional Area

Product Owner

Planned Release (if known)

Decision Reached


e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019


  • 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