2020-02-17 Resource Access Meeting Notes

Date

17 Feb 2020

Attendees

Discussion Items

Time	Item	Who	Description	Goals
5min	Housekeeping	Andrea Loigman		Notetaker - William Weare
15min	Fines/fees	Holly Mistlebauer	Who owns the billed fees/fines	Finalize decisions on who owns fines/fees. Discuss fine/fee connection to service points.
15min	Item state	Emma Boettcher	Order closed item status	Determine behavior when an item with the status Order closed is checked out, checked in, requested, etc.
20min	Item state	Emma Boettcher	Custom item statuses (Availability)	Determine what needs to be configurable about custom item statuses
5min	Meeting structure	Anya		SIG is aware of the new purpose of the new meeting structure that will start on 2/20.

Meeting Outcomes

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

Fines/fees (Holly Mistlebauer)

Who owns the billed fees/fines?

1. Finalize decisions on who owns fines/fees.

2. Discuss fine/fee connection to service points.

Locations can have more than one service point;
Concern: extra layer of abstraction;
Ex: holdings offsite; owning library wants to collect the fee/fine;
This is the MVP approach; we’re too far along.
What doesn’t work in this scenario? Are there onsite examples?

Fee/fine owner’s document:
https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5669209

Effective Location Logic:
https://folio-org.atlassian.net/wiki/display/RA/Effective+Location+Logic

For now, we’ll stay with this decision: location gets the fee/fine; the two points at the top are how this is being developed.

RE: discussion from last meeting; what if a location has not been associated w/ a service point, or a service point has not been associated with a fee/fine owner—and there’s a fee or fine generated—what happens?
Holly created a “central admin” to create a default for these fees/fines.
What happens when you have a fee/fine associated with a catalog renewal? It will stay use effective location. Ex: item on reserve, fine/fee goes to reserve.

Item state -- Order closed item status (Emma Boettcher)

Follow-up from question at WOLFcon;
Item status: order closed
Item has been ordered, but not received, and the order has since been closed;
Record may be deleted or the item could still be received.

Check-out?
Check-in?

Should this be a status? Should it be a process instead?
Solution by ACQ? Change to order closed.
Should the item appear at circ, we need to be able to circ; we should not allow requests;
Alert for ACQ?
Does ACQ need a specific item status for this?

What’s ideal? If an order was closed: item status: unavailable; process status: in process?
What’s the RA objection? It’s not an item state (but it is a more specific version of not available);

Couple of questions: (1) the label itself; (2) specificity
We need to be able to undo this (check it out; check it in);

Determine behavior when an item with the status Order closed is checked out, checked in, requested, etc.

Outcome:
Check-in/check-out? yes
Requests? No
Missing, withdrawn, long missing? no

Item state in FOLIO:
https://folio-org.atlassian.net/wiki/display/FOLIOtips/Item+State+in+FOLIO
(Thanks Erin for this).

Meeting structure (Andrea for Anya Arnold)

SIG is aware of the new purpose of the new meeting structure that will start on 2/20.

Meeting will start 15 minutes later; agenda driven by early adopters.