2019-8-29 Resource Access Meeting Notes

Date

Aug 29, 2019

Attendees

- @Andrea Loigman
- @Elizabeth Chenette
- @Cornelia Davis
- @Joanne Leary
- @Rameka Barnes
- @Andy Horbal
- @David Bottorff
- @David Larsen
- @Kai Sprenger
- @Darcy Branchini
- @Cheryl Malmborg

Discussion Items

Time	Item	Who	Description	Goals

Time	Item	Who	Description	Goals
5 min	Housekeeping	@Andrea Loigman		Notetaker - Rameka Barnes Reminder - no meeting on Monday
30min	Item History	@Emma Boettcher	Status history for an item	Solicit feedback on wireframe, data about actions tracked, length of time to keep data
15min	Missing items	@Emma Boettcher		Decide how an item is marked as thoroughly searched (automated or manual)

Meeting Outcomes

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

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Comments
Item state	@Emma Boettcher	Q4	For immediate development, prioritize seeing history of item (rather than history by service point or by action) Include title in table to make it more readable. Effective location, call number block would be nice depending on space constraint. Include renewals Include actions from discovery layer (e.g., patron pages an item) Preference not to limit time span of data, but needs to be at least as long as longest loan period if you are limiting it. 1-3 years minimum. Show destination service point (also show on item record) - less helpful historically, but if showing it on item record seems odd not to show it on audit
Item state	@Emma Boettcher	Q4	Long missing: can be applied manually or in batch, but not automated process Long missing: can be applied to items without their first entering the Missing state (e.g., to Available or In transit items), but not to checked out items

Notes

Item History- Emma Boettcher

Emma reviewed the current information that is displayed on the item record. Currently shows item status and item status date. Group wanted to add most recent checkin for item, checkin date, service point and person who checked in the item.

Emma introduced a new feature (Audit app) as a second feature of the item status history. The audit app shows actions history of item. There would be a link directly from the item record itself to the audit app that shows actions that are recorded. Audit apps is search and filter

Audit app needs to include the following:

Needs- in- transit needs to know where it was going- need info for both screens
Item barcode at top to save space on screen
Title, call number and current effective location

How much data needs to be stored over time? Have it display most recent (increment to be set) be able to go further back if needed.

Missing Items –Emma Boettcher

Missing to long missing automated (after a period) or manual? Manual

Long missing can only result from Missing? There are occasions when it would go straight to long missing

Darcy: Staff Slips

Token should be scanned action date and time Last scanned date

Is the ”Last scanned service point” needed for staff slips? No. Darcy will get rid of this token