2020-5-21 Resource Access Meeting Notes

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

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

Topics we like to take to the Monday Meeting

 

 

 

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)