2020-05-11 Resource Access Meeting Notes

Date

11 May 2020

Attendees

Discussion Items

Time	Item	Who	Description	Goals/Info
2min	Administrivia	Andrea Loigman		Notetaker - Laurence Mini
10min	Check Out	Emma Boettcher	Check Out app loans display	Decision: if a patron has 0 open loans, link to open loans page from Check Out app? (Would be consistent) If a staff user has permissions to check out items but not view loans, show number of open loans in Check Out app start date 3/16 b/c Emma's out of the office on 3/9
5min	Loans	Emma Boettcher	Anonymize loans button	Decide behavior for anonymizing loans - ask for confirmation?
30min	Delivery	Cate Boerema (Deactivated)	Delivery fulfillment service points	- Delivery requests have no service points (they have requester addresses) - When you check in a delivery request at any service point: --- The system prompts you to check the item out to the requester --- If you decline to do that, the request will stay in "Open - Awaiting delivery" - There is no notion of In transit for a delivery request - There is no notion of a delivery request fulfillment service point - It sounds like folks would like to have the request status In transit until it gets to a fulfilling service point and, only when it gets there, to have the check in trigger check out to the requester - This would likely require flagging service points that can do delivery and some way of knowing which items should go to which delivery service points for fulfillment?

Meeting Outcomes

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to supporting materials
e.g. loans, fees/fines	Name	e.g. Q4 2018, Q1 2019	Clearly stated decision	Because... Because...	e.g. mock-up, JIRA issue
Check Out	Emma Boettcher		Assuming user has permissions, display "0" and link to loans if patron has 0 open loans Assuming user does not have permissions, ideal would be to show an unlinked count in Check Out app. For now, keep it consistent with Requests.
Loans	Emma Boettcher		Yes, ask for confirmation when anonymizing	Any data edit should ask for confirmation

Notes

Decision was made that, for patrons with no open loans, the current behavior of having the Check Out loan app link to the Open Loans page and showing 0 open loans is fine as it is.

In the case of a staff member who has permission to do check-outs but does not have permission to view open loans or requests, Emma will write a JIRA asking for the preferred behavior to be implemented, but for now the current behavior is acceptable as this situation is not too common, and staff can be trained. Jana confirmed that the current behavior does not present a problem with regard to GDPR. The ideal behavior that Emma will write a JIRA for is to have the count of open loans and requests be displayed, but not be a link.

It was agreed that there needs to be a confirmation for the Anonymizing Loans button to reduce the risk of mistakes.

With regards to Delivery Requests, it was agreed that it is undesirable to have an item status of "checked out" when the item is not yet in the hands of the patron.

The case where the patron may wish to have a pick-up location that is different from the delivery point location (such as when the main library may be preferred as the pick-up location because it has longer hours) was raised. Do we need to have a way to have separate service points for deliveries and pick-ups? Alternatively, staff could manually change the delivery service point as needed. Currently Duke sends Delivery items for staff to the closest library to where their office is, based on the department they are associated with. Home deliveries are all shipped from one central location. If a separate delivery service point is implemented, it should be done in a way to ensure that only appropriate service points are selectable, such as by having a drop-down list. There was discussion as to whether it might be possible to have delivery service point be part of the patron address information, or whether that would be too difficult or cumbersome to implement.