2020-05-18 Resource Access Meeting Notes

Date

18 May 2020

Attendees

Discussion Items

Time	Item	Who	Description	Goals/Info
2min	Administrivia	Andrea Loigman		Notetaker - Cornelia Awenius
20min	Notices	Darcy Branchini	Tokens for fee/fine notices	Questions regarding which item and/or loan tokens should be available and separating charge from action tokens.
20min	Anonymization	Emma Boettcher	Anonymization of claimed returned items	Decide if this is a separate setting to other anonymization settings
15min	Due dates	Anya	Not naming/renaming the fixed due date schedule data entry table

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
Loans	Emma Boettcher	Q2 2020	Don't automatically put in link to loan in user record note for a claimed returned item unless there is a tenant-level way to configure those links not being added	GDPR compliance

Notes

Darcy presents suggestion for notice tokens
fee/fine detail page displays more information than fee/fine record, should additional information be also available for fee/fine notices?
can be pulled in via itemID/loanID
does it make sense to offer full set of tokens?

there could be more information on the notice than on the detail page, is this odd?
probably not, because quick access to item record and loan details is possible from the detail page

often title only may not fully identify item to patron, full call number information, enumeration, volume etc (all existing item tokens) should be available for notice tokens

is there a way to state that an overdue fine was caused by someone recalling the item? it should be

fee/fine tokens need to be divided in charges and actions

date and dateTime are both needed
is it possible to break up dateTime into date and time? dateTime is already a token for other processes and should be kept this way

additionalInfo is info field from manual charges, there is not additional info on automated fees at this time

feeAction.amount and feeAction.remainingAmount refers to the latest balance

multiple charge notices won't be available first, but multiple action notices will

multiple actions on a fee can be summarized in one notice or sent separately
if an action notice is not wanted after a waive or transfer, it can always be deselected manually during the transaction

new function to include note on user record that an item was claimed returned and how this claim was resolved
there was a suggestion to link this to the loan, but that would override automatic anonymization
better not to put the loanID in this note?

This is really about what happens when the loan goes to missing. If it's declared lost, then the anonymization is governed by associated fee/fines.
If loan ID is included in the note, does that help? What about GDPR concerns?

Andrea - more concerned about claim returned and then we found it. That history is important from a customer service perspective.

GDPR concerns, possibility to turn it off? Yes, we would want that, or the ability to anonymize the note, or both.

if the note is done manually by those who need it, barcode or title could be included instead of loan id

Emma - that seems like the right approach, until the ability to turn it off would be in place.
Andrea - yes, because the loan should eventually have the notice history as well, which is key for when you need this information.

Topics for Thursdays?
Cheryl - I'd still like to explore manual fee/fines and automated overdue notices, since I'm still confused.
Erin - you're not the only one who is still confused.
Anya - I'll ping Darcy and Holly to discuss whether that could be covered on Thursday.

cision: