2020-02-13 Resource Access Meeting Notes

Date

Feb 13, 2020

Attendees

@Andrea Loigman
@Björn Muschall
@(OLD ACCOUNT) Erin Nettifee
@Sharon Wiles-Young
@Cheryl Malmborg
@Joshua Lambert
@Emma Boettcher
@Mark Canney
@Cate Boerema (Deactivated)
@Brian Arrigo
@Donna Minor
@Laurence Mini
@Joanne Leary
@Darcy Branchini
@David Larsen
Andy Horbal
@Elizabeth Chenette
@Magda Zacharska
@Schwill, Carsten
@Anya
@mey

Discussion Items

Time	Item	Who	Description	Goals

Time	Item	Who	Description	Goals
5min	Housekeeping	@Andrea Loigman		Notetaker - @Brooks Travis
20min	Patron blocks	@Björn Muschall	Leipzig is suggesting preset values/descriptions for patron blocks	Determine if RA supports using pre-determined patron blocks, free text blocks or a combination. If some pre-determined blocks are to be used, what should they be? Proposal on Patron Block Customizable Presets
10min	Fine/fee owner	@Cate Boerema (Deactivated)	Follow up on email discussion about lost item fee/fine owner when resource is in remote storage	Would folks expect the fee/fine owner to be the remote storage facility or the owning library? Context: This has implications for the remote storage integration. Namely, when an item is added to remote storage, how it its location changed? Is the item location changed (which would result in a change to the item effective location) or is the holdings permanent location changed (which we are now saying would determine the lost item fee/fine owner)?
10min	Inventory	@Cate Boerema (Deactivated)	Follow up on requests popup in inventory	Current mockup: https://docs.google.com/presentation/d/1OWbOzdhw6nHsjcOCI4J3PmXKEhpkYpWr2k1NtRWDu68/edit#slide=id.g6eaa6a4a69_1_12 Questions: 1. Do people prefer the "View requests" link in the Actions menu or as a button on the page (e.g. as shown in slide 6)? I am getting mixed feedback. 2. If there are no requests on any items in the instance, should the option be disabled or do you want to be able to open the popup even when there are no requests? 3. "Volume" and "Year, Caption" have now been added to the item list in FOLIO: https://folio-snapshot.aws.indexdata.com/inventory/view/69640328-788e-43fc-9c3c-af39e243f3b7?query=aba&sort=Title Do these columns need to be added to the popup, as well? There is limited real estate for additional columns in the popup, but does it feel odd to have some enumeration data displaying and not other?

Meeting Outcomes

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to supporting materials	Comments

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to supporting materials	Comments
e.g. loans, fees/fines	Name	e.g. Q4 2018, Q1 2019	Clearly stated decision	Because... Because...	e.g. mock-up, JIRA issue

Notes

Bjorn: Pre-set values for patron blocks
1. Marked as last missing feature for Leipzig in Users App.
2. Proposal on Patron Block Customizable Presets
3. Pre-set blocking settings: Slide 3
4. Create block from preset: Slide 4
5. Proposal: Additional Block Action for user self-management (self-edit patron profile), Slide 5
6. Requirement: Block import via API: Slide 6
7. Discussion:
  1. Why wasn’t this done before?
  2. How do we separate them in the UI?
    1. Concatenate with automatic vs. separate panes/accordions
    2. Nothing to show for automated blocks right now.
  3. Brief look at blocks as they stand
  4. General consensus on pre-set blocks as a good idea.
  5. Add self-edit block.
    1. Freeze user record as alternative? - needs to prioritize, not in MVP: https://folio-org.atlassian.net/browse/UXPROD-242
    2. Just a custom block that discovery can interpret and block patron action?
  6. Action: Submit feature to Holly for write-up.
Fee/fine owner discussion:
1. <agenda>
2. Discussion: Consensus around fee/fine owner as HPL
Requests pop-up:
1. Actions menu vs. link in pane.
  1. UX Testing (A/B) opportunity
2. Take-away:
  1. Consensus to put action button in menu
  2. Push on performance issues with Dev for request counts
  3. Additional new enumeration included in requests table?
    1. Consensus: No.
3. Additional concern about performance with high-count volume holdings. - Cheryl
4. Erin - Captions info: https://www.loc.gov/aba/pcc/conser/conserhold/Captabbr.html
  1. Include? - Consensus continues to be NOT to include it in the popup table.

**Note from Brooks: Sorry for the lack of names next to most of the discussion items.