2020-5-21 Resource Access Meeting Notes
Date
May 21, 2020
Attendees
@Andrea Loigman
@Anya
@Darcy Branchini
@(OLD ACCOUNT) Erin Nettifee
@Joanne Leary
@David Bottorff
@Andy Horbal
@Brian Arrigo
@Kelly Drake
@Cheryl Malmborg
@Mark Canney
@Sharon Wiles-Young
@Laurence Mini
@Monica Arnold
@mey
@Sharon Wiles-Young
@Cynthia Lange
@Kimie Kester
@Emma Boettcher
@Holly Mistlebauer
@Donna Minor
@Joshua Lambert
@Brooks Travis
@tpaige@umass.edu
Discussion Items
Time | Item | Who | Description | Goals |
|---|---|---|---|---|
2min | Housekeeping |
|
| Notetaker - @Mark Canney
|
| Notices | @Darcy Branchini @Holly Mistlebauer @Brian Arrigo @Brooks Travis |
|
|
| Announcement |
|
| Next meeting will be a normal RA meeting |
Topics we like to take to the Monday Meeting |
|---|
|
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|
Notes
Documents shared in chat:
From Darcy Branchini to Everyone: 11:15 AM
https://docs.google.com/document/d/1oMN1Jv18auepK8cuobnuYCiAENMr67JDnQQ0a9txpTc/edit
From Kelly Drake to Everyone: 11:16 AM
https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=1776251
From Holly Mistlebauer to Everyone: 11:20 AM
https://docs.google.com/spreadsheets/d/1mKU0MugkS2JND5IdYhC_xsTAs5YCM7399waG6rECgNM/edit?usp=sharing
Discussion:
Holly shared spreadsheet showing different types of fee/fine charges. Some f/f charges are Manual and others Automated. Spreadsheet shows where Settings live for each f/f type.
In FOLIO > Settings > Users > Manual charges > there is a table to be created with f/f types. Darcy shared, on the same table, Charge Notice and Action Notices. Then she demonstrated a f/f notice for locker fee. Reach out to Darcy on Slack with any questions.
Anya discussed issues MSU and Simmons are having with Notices: newly created users getting just realtime notices; imported users not getting any notices. Hope to have this blocker resolved soon.
Next Thursday (5/28) will be a normal SIG meeting (no meeting on Monday, 5/25).
Permissions for Circulation set up (Covered 2/20)
Patron Groups (Covered 2/20)
Locations (Covered 2/20)
Loan Types(Covered 3/2)
Material types (Covered 3/2)
Overdue Fine Policies (Covered 3/2)
Lost item fee policies(Covered 3/2)
Request Policies (Covered 3/2)
Request cancellation reasons (Covered 3/2)
Patron notice policies (Covered 3/2)
Patron notice templates (Covered 3/2)
Fixed due date schedules (Covered 3/5)
Staff slips (Covered on 3/5)
Loan policies (Covered on 4/16)
Circulation editor (Covered on 4/23)
Process of putting it all together (Covered 4/30)
Notices (Darcy demoed on 5/14/2020)
Notices with FeeFines ( 5/21)