2020-05-28 Resource Access Meeting Notes
Date
Attendees
- Andrea Loigman
- (OLD ACCOUNT) Erin Nettifee
- Elizabeth Chenette
- Brooks Travis
- Sharon Wiles-Young
- Mark Canney
- Cheryl Malmborg
- David Bottorff
- Anya
- Jana Freytag
- Schwill, Carsten
- Brian Arrigo
- Cate Boerema (Deactivated)
- Cornelia Awenius
- Donna Minor
- Emma Boettcher
- Laurence Mini
- Joanne Leary
- @Andy Horbal
- Allison Estell
- @Chris Dunham
- mey
- Rameka Barnes
Discussion Items
Time | Item | Who | Description | Goals/Info |
---|---|---|---|---|
2min | Administrivia | Andrea Loigman |
| |
30min | Delivery | Delivery fulfillment service points | Review deck and decide on option and priority of features: https://docs.google.com/presentation/d/1FIzV1P7va_3yX0oLE7XauGPLZHA05NTOFutto_QNybg/edit#slide=id.p | |
15min | Item status sub-group | Emma Boettcher | Update from the item status group | Share outcomes as described on this page: https://folio-org.atlassian.net/wiki/display/AppInt/Item+status+%28item+state%29+subgroup |
if time allows | Due dates | 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 | Comments |
---|---|---|---|---|---|---|
e.g. loans, fees/fines | Name | e.g. Q4 2018, Q1 2019 | Clearly stated decision |
| e.g. mock-up, JIRA issue | |
Requests | TBD |
| ||||
Notes
Cate - Deliver Requests
implemented Q42019, identified gap to specify service point
current function is that checking in at any service point checks out item to patron and prompts item to be mailed
enhancement is to capture fulfillment service point for delivery requests, other service points place status to in transit
need to rank UXPROD-2429
would there be an ability to override and check out material from a different service point? Cate believes FOLIO may already support this by simply going to the checkout screen and checking out the "in transit"
What about libraries for which the current model does work? Would the enhancement need to be optional? delivery service point is selected at the user record level (either a single one or at the address level). Cate will have a conversation with Donna at Alabama and Simmons to see whether we can find a solution for all or if configuration might be needed.
Do we need a setting for a library or system or location level default service point? One that would be used if it's not set at user level? Probably easier to only pick the delivery service point in only one place-Cate
It sounds like having fulfillment service point at an address level is needed.
staff UI will show all addresses but there is some validation error if address selected does not have a valid fulfillment service point
if showing address selection option to patrons via discovery layer addresses that are not set up with fulfillment service point should not display to patrons
there should be a validation error if selecting an address for deliver in user record that prompts for fulfillment service point? Yes
Simmons model would be that delivery fulfillment could happen from any service point or from the item location's primary service point
5 colleges? is there another use case?
how many models are needed? Can any two be combined?
Institutions to reach out to: Simmons, Alabama, Lehigh, 5 Colleges (Susan Kimball from 5 College Consortium--sjkimball@amherst.edu)
Emma Item Status Subgroup update
permissions, etc.
custom item status, name, behavior, etc.
changing item status from item record-what should and shouldn't be allowed
slide deck is linked to from agenda
Andrea will try to schedule a time for users group to meet
No meeting Monday, will determine if Thursday is implementers meeting or standard meeting forthcoming