2020-06-15 Resource Access Meeting Notes

Date

Jun 15, 2020

Attendees

@Andrea Loigman
@Elizabeth Chenette
@Brooks Travis
@Jana Freytag
@Laurence Mini
@Joshua Lambert
@Cheryl Malmborg
@Joshua Lambert
@Andy Horbal
@Anya
@Emma Boettcher
@Darcy Branchini
@(OLD ACCOUNT) Erin Nettifee
@Donna Minor
@Kimie Kester
@Monica Arnold
@Mark Canney
@Joanne Leary
@Cornelia Davis
@David Bottorff

Discussion Items

Time	Item	Who	Description	Goals/Info

Time	Item	Who	Description	Goals/Info
2min	Administrivia	@Andrea Loigman		Notetaker - @Andy Horbal
15min	Circulation - lost	@Emma Boettcher	Closing loan after declared lost	What should display as "Source" when declared lost loan is closed?
15min	Implementation questions	@Anya and @Brooks Travis	claimed returned/ declared lost
15min	Implementation questions	@Anya and @Brooks Travis	transit and reshelf / in-house use
15min	Implementation questions	@Anya, @Brooks Travis and @Brian Arrigo	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

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	If loan is automatically closed by fee/fine payment, show System as source	staff member who processed payment recorded on fee/fine details takes more dev time to record staff member who processed payment on loan details true that the system closes the loan, even if it is set in motion by a staff member's action

Notes

Circulation - lost, Closing loan after declared lost - Emma Boettcher:

For open loans declared lost and paid, in which case loan is closed, who closed the loan: patron or system? Suggestion that maybe it’s “door number three,” the staff person who handles this transaction. Apparently although this is not impossible, it would require a substantial amount of development work. Might also be confusing to staff member, who may not realize that by accepting a fine and fee payment they closed a loan. Consensus that it should be the system.

Implementation questions, claimed returned/declared lost - Anya Arnold & Books Travis:

Can’t transition straight from “claims returned” to “missing” without “returning” the item in between, which is potentially confusing/misleading. Emma notes that this might be fixed in Goldenrod. Anya et al. will test and report back.

Jira for claimed notices: https://folio-org.atlassian.net/browse/UXPROD-2132

Implementation questions, transit and reshelf/in-house use - Anya Arnold & Brooks Travis:

If a patron returns a book to campus A, but it belongs to campus B, first check allows time for “shelving time”/transit. If campus B double discharges item when it arrives, second discharge counts as an in-house use because there is no longer “shelving time” buffer built in at this point.

Discussion of fact that literature indicates that double-discharging does not reduce error rates.

Emma posted the following in chat:

“In-house use story: https://folio-org.atlassian.net/browse/UICHKIN-162

If an item is Available & has 0 requests & is checked in at a service point for its effective location, is in-house use”

Desired behavior: 1) behavior should be consistent, 2) there needs to be a way for libraries that double discharge to ensure that this doesn’t count as an in-house use, without negatively affecting libraries that don’t do double discharge.

Consensus that this is not super important to the SIG right at this moment: probably would be ranked “can wait a year” by most or all members. Decision: Emma will create a Jira.

Implementation questions, Not naming/renaming the fixed due date schedule data entry table - Anya Arnold, Brooks Travis, and Brian Arrigo:

Date ranges do not currently have labels, and are not sortable: they display in order of creation with new entries at the bottom, which is not optimal (sorted by time period active would be better). Would also be nice if you could only display current and future fixed due date schedules with an option to “show all” to display historical data, as opposed to needing to delete them in order to keep the size of the list manageable. Another request to make them duplicable.

Consensus RA SIG wants: different sorting, sortable ranges, only so many ranges display at a time. Need to decide which PO will create a Jira. Decision: Cheryl will take a first stab at this and share with the SIG.

Consensus that this is not urgent (anticipate that most or all of us will rank “can wait a year”), but it does need to happen.

Discussion of impact of backdating a return to a period of time covered by a non-current schedule. SIG believes that this would not cause any problems.