2020-02-27 Resource Access Meeting Notes
- Andrea Loigman
- Joshua Lambert
- Anya
- (OLD ACCOUNT) Erin Nettifee
Date
Attendees
- Anya
- Brian Arrigo
- Jana Freytag
- Andrea Loigman
- Allison Estell
- William Weare
- Monica Arnold
- Joanne Leary
- Brooks Travis
- Rameka Barnes
- @Shirley Moentish
- Cheryl Malmborg
- Elizabeth Chenette
- Emma Boettcher
- Joshua Lambert
- Sharon Wiles-Young
- mey
- David Larsen
- Rachael Smith
- Cynthia Lange
- Kimie Kester
- Thomas Paige
Discussion Items
| Time | Item | Who | Description | Goals |
|---|---|---|---|---|
| 5min | Housekeeping | Anya |
| |
| o Permissions for Circ set up o Patron Groups o Locations o Loan Types * o Material types * o Overdue Fine Policies o Lost Item fee Policies o Request Policies o Request cancellation reasons o Patron notice policies o Patron notice templates o Fixed due date schedules o Staff slips o Loan policies | Discussion of dependencies and order of operations for creating circulation rules | Walk through these areas - will end at noon and pick up again next week. Goal is to go through these steps and then proceed to circulation rules editor. |
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 |
| e.g. mock-up, JIRA issue |
Notes
Notes taken by Joshua Lambert
Demonstration by Brian Arrigo from Simmons University.
- Permissions for Circulation set up (Covered 2/20)
- Patron Groups (Covered 2/20)
- Locations (Covered 2/20)
- Loan Types
- Found at: Settings > Inventory > Items > Loan Types
- Simmons is using only one standard loan type. Missouri State University (MSU) will probably use two.
- Demonstration of creating loan types.
- What does the temporary loan type do?
- Allows functionality such as reserves. This field may be changed when adding an item to a course in the Course App.
- Simmons uses temporary location rather than temporary loan type for reserves.
- Material types
- Found at: Settings > Inventory > Material types
- Brian demonstrated the material types for Simmons.
- Simmons uses around 20 types. Chalmers only uses one.
- Is it necessary to create material types for things with the same circulation policy?
- No. Some libraries just use the same material type for all kinds of things with the same loan rules.
- You could use material type to separate statistics. Then again there are tags and statistical codes and other ways of doing that too.
- Simmons is using location and patron group to make circulation rules rather than material type.
- Overdue Fine Policies
Settings > Circulation > Overdue fine policies
Circulation rules must have a fine policy but it can specify an amount of zero.
Brian demonstrated how to create an Overdue fine policy.
It is important to keep naming consistent.
The grace period is set in the Loan Policy section of settings, not in the Overdue fine policy section.
Can you have a loan measured in days while a fine is measured in hours?
Yes. Simply attach that rule to the loan policy.
- Lost item fee policies
- Settings > Circulation > Lost item fee policies
There is a bug that makes saving a lost item fee policy not work.
Snapshot seems to have it working.
Brian demonstrated how to create one.
One of the editable fields is "Aged to lost after overdue." What does that mean?
FOLIO changes the status to "Aged to lost after overdue" a certain number of days after it is overdue. It is the automatic method of marking an item as lost.
May be tied to a patron block but does not have to be.
- Request Policies
- Settings > Circulation > Request policies
Set these to determine if a book can be held, paged, or recalled.
Simmons has 5 policies: Allow All, Hold only, Holds plus page, None, Page only.
- Request cancellation reasons
- Settings > Circulation > Request cancellation reasons
Simmons uses the following cancellation reasons: Item Not Available, Needed for Course Reserves, Other, Patron Cancelled.
MSU has similar cancellation reasons.
This can be sent to patrons who request something but then have to be told the item is not available.
It works like a controlled vocabulary.
Cheryl says FOLIO is currently hard coded in such a way that you cannot request a missing item. There are plans to change this in the future.
- Patron notice policies
- Settings > Circulation > Patron notice policies
These specify which notices go to which patrons and when.
When you create a patron policy, you have to specify a template.
Patron notice templates must be created before the Patron notice policies.
- Patron notice templates
- Settings > Circulation > Patron notice policies
- Fixed due date schedules (not discussed on 2/27/2020)
- Staff slips (not discussed on 2/27/2020)
- Loan policies (not discussed on 2/27/2020)