2019-8-5 Resource Access Meeting Notes

Date

Aug 5, 2019

Attendees

@Andrea Loigman
@Jana Freytag
@(OLD ACCOUNT) Erin Nettifee
@Andy Horbal
@Joanne Leary
@Kai Sprenger
@Elizabeth Chenette
@Cheryl Malmborg
@Emma Boettcher
@Cornelia Davis
@Rachael Smith
@Donna Minor
@Mark Canney
@Kimie Kester
@Anya
@mey
T. Paige

Discussion Items

Time	Item	Who	Description	Goals

Time

Item

Who

Description

Goals

5 min

Housekeeping

@Andrea Loigman

Notetaker - @Joanne Leary
Reminder to comment on:
UXPROD-1922 Item. Easy copy of barcode and make barcode a link in item list
UXPROD-1923 Settings > Inventory > Item: Implement material type category
UXPROD-1924 Item. Copy should not be a repeatable element
UXPROD-1889 Instance: Delete warning when deleting format or contributor type
UXPROD-1890 Instance: Additional controlled vocabularies for Instance menus
UXPROD-1891 Instance: Lookup by code (contributor type, resource type and format)
UXPROD-1892 Instance: Add related instances data element
UXPROD-1893 Instance: Implement preceding and succeeding titles
UXPROD-1894 Settings > Inventory > Instance: Implement format category

25min

Users

@(OLD ACCOUNT) Erin Nettifee

@Jana Freytag

Dummy / Generic users

UM has been discussing the need for dummy/generic users. Erin and Jana will cover what's been decided and get our our input.

See UM meeting notes at 2019-07-31 Meeting notes

20min

Items

@Emma Boettcher

Statuses related to lost items

Decide whether to distinguish aged to lost items from patron-reported lost items, and whether to distinguish paid-for lost items from long missing

Meeting Outcomes

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Comments

Functional Area	Product Owner	Decision Reached
Item states	@Emma Boettcher	Emma will send out table to solicit information on item states relating to lost and missing items (any item where its physical whereabouts are unknown): https://docs.google.com/spreadsheets/d/1vauwFufDLFBtzQ3TE0QZG6wblAeEaM9-fhrTSEHsqM8/edit?usp=sharing Likely that grossly overdue/aged to lost can be combined with patron reporting item lost

Notes

Erin and Jana discussed the definition of "dummy users":

To be called "generic records"
Used for internal processing purposes (ex: checking out books to carrels, internal routing of materials, book and copy service), or for external lending or borrowing (consortial/interlibrary loan operations)
Need a way to include contact information (name/email/address) in a note field
Should be able to assign tags and send notices to such records
Records will be accessible by library staff only

It appears that we will not need any special features for the creation of generic records that are not already present in standard patron records. However, other functionality is needed in general for patron records:

Deceased flag that prevents use of the record for borrowing or for receiving notices
Custom fields
Tags
Notes
Ability to disable/suspend notices (toggle setting)
Overwrite protection for entire record or just for certain fields
Ability to assign more than one patron block

Forms of "Lost" and "Missing" (Emma):

To clarify which are distinct-use states, we reviewed the list of 5 Lost and Missing statuses from Emma. We agreed that the two Lost statuses (aged to Lost, and patron reports book lost) could be combined into one. The rest of the status variations were not as clear-cut; we are asked to enter our preferences on a wiki page: lost/missing spreadsheet

There will be custom states down the road.

Finally, we are reminded to comment on the JIRA issues that Cate sent out this morning (see list above).