2019-11-11 Resource Access Meeting Notes
Date
Nov 11, 2019
Attendees
@Andrea Loigman
@Elizabeth Chenette
@(OLD ACCOUNT) Erin Nettifee
@Holly Mistlebauer
@Donna Minor
@Andy Horbal
@Jana Freytag
@Rameka Barnes
@Joanne Leary
@Emma Boettcher
@William Weare
@Cornelia Davis
@Cheryl Malmborg
@David Bottorff
@Mark Canney
@Anya
@Andy Horbal
Brian Arrigo
@Kimie Kester
@Cate Boerema (Deactivated)
@Schwill, Carsten
Discussion Items
Time | Item | Who | Description | Goals |
|---|---|---|---|---|
5min | Housekeeping | @Andrea Loigman |
| |
20min | Recalls | @Holly Mistlebauer | Discuss identification of recalls | Holly needs to know how to identify if a returned item was recalled so that the "recall overdue fine" is charged instead of the "overdue fine." Also, for automated patron blocks we have a block for maximum number of overdue recalls and recall overdue too long. |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Comments |
|---|---|---|---|---|
Requests | @Cate Boerema (Deactivated) | TBD | SMEs would like a popup to display at check out when loan is being truncated due to a recall request in the queue I created a UXPROD for this: |
Notes
Discuss identification of Recalls (Holly)
Can set patron blocks for maximum overdue recalls
Can set recall overdue by maximum number of days
Two types of recalls
1)Patron has item checked out and then it’s recalled
2) At checkout item already has requests from other patrons
System has to be able to tell if the item was recalled when it is checked and found to be overdue because some institutions charge more for recalled items that are overdue
Cate announced at the meeting that there is a “recall flag” that is not displayed anywhere that we can use. This will definitely save processing time.
Patron recalls an item but then cancels the request, what happens? The request is cancelled on the item, but the “recall flag” remains set.
Are able to renew the item if the request is cancelled.
Holly will created a new, post-MVP feature to cover these three points:
Ideally, if no other requests, then everything reverts back to original due date.
The system should not charge a fine if the no active requests is on it.
If a request expires do we want the fine? Yes
MVP will check the “recall flag, if a flag is set then will charge for recall amount for both cancelled and expired requests.
Agreed that we need to add a feature that will pop up a note to let the user know that the item has been recalled and the loan period has been shortened.
Documentation for Tips and Tricks ( Erin)
Looking for volunteers to assist with documenting
FOLIO App Information, Tips, and Tricks