2020-09-28 Resource Access Meeting Notes

Date

Sep 28, 2020

Attendees

@Holly Mistlebauer

@Mark Canney

@Monica Arnold

@David Bottorff

@Brooks Travis

@Anya

@Molly Driscoll

@Cheryl Malmborg

@Emma Boettcher

@Andy Horbal

@Cate Boerema (Deactivated)

@Cornelia Awenius

@Joanne Leary

@Kimie Kester

@Donna Minor

@Rameka Barnes

@tpaige@umass.edu

@mey

@Jana Freytag

Discussion Items

Time	Item	Who	Description	Goals/Info

Time	Item	Who	Description	Goals/Info
2min	Administrivia	@Jana Freytag		Notetaker - @Jana Freytag
20min	Add Grace Period	@Holly Mistlebauer	Add Grace Period for Recalls and move both grace periods from Loan Policy to Overdue Fine Policy
20Min	Request Policy override	@Cate Boerema (Deactivated)	Discuss feature proposed by Brooks to allow staff override on requests: https://folio-org.atlassian.net/browse/UXPROD-2649 Do folks agree this is important? Let's talk through how this should work
15Min	Preventing local pages	@Cate Boerema (Deactivated)	Let's review new design. See last page of this small group's document here: https://docs.google.com/document/d/1vVL-ci_WuIxYLhe4-Kmor-h_g24998T_8g6oDO5bSTk/edit?ts=5f638d67 Draft UXPRODs: DRAFT: Prevent Local Page Requests in Request Policy - https://folio-org.atlassian.net/browse/UXPROD-2690 DRAFT: Specify Allowed Pickup Service Points in Request Policy - https://folio-org.atlassian.net/browse/UXPROD-2689 Questions: Does this design work for folks? Do we want to prioritize override functionality separately or include in the features? How granular should the override permissions be for request policy stuff like this? Need to decide what to do with this old feature: Allow Request Policy to Control Request Fulfillment Options
5Min	Standing Topic: live libraries Report	@Molly Driscoll

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
Requests (preventing local pages and other policy changes)	@Cate Boerema (Deactivated)	TBD	SIG liked the designs laid out in the UXPRODs DRAFT: Prevent Local Page Requests in Request Policy - https://folio-org.atlassian.net/browse/UXPROD-2690 DRAFT: Specify Allowed Pickup Service Points in Request Policy - https://folio-org.atlassian.net/browse/UXPROD-2689 Override functionality is very important, but it could be a separate feature Use case for override in this case would be for a patron who has temporary injury or permanent disability asks for local page. You might want to allow that. Might actually make sense to put something on the user record in that case, as opposed to creating override functionality in requests. Needs further discussion. Question about how this would work when patron are creating requests from discovery. Answer: they would need to call the library or come in and have the staff create the request (with override). If we put some flag in the user record for injured/disabled patrons, they would not need to call the library.
Requests (overrides)	@Cate Boerema (Deactivated)	TBD	General discussion about overrides in requests Overall very important Could have just a single "requests override" permission BUT, if possible, there may be some use cases where a special permission for override to allow recall would be helpful (because it is higher impact) Need to come back to overrides and look at each of the scenarios and how they could be handled.

Notes

Add Grace Period (Holly):
1. Mock ups for Settings page for Overdue fine policy:
2. Question (Joane): Would the overdue recall fine be added to the overdue fine or would it be separate?
3. Question (Brooks): Bug on overdue recalls (extension of loan period after recall): https://folio-org.atlassian.net/browse/CIRC-801
  1. David: in some scenarios (like the fixed due date schedules) it would be good to have the loan extended
  2. Cheryl: It would be good to be asked if the loan should be extended? (new feature)
  3. Brooks: it could be treated as a renewal
4. Overdue is calculated from due date/renewal date
Request Policy override (Cate)
Preventing local pages (Cate)
1. Does this design work for folks?
  1. Yes
2. Do we want to prioritize override functionality separately or include in the features?
  1. Separate:
  2. included:
  3. Overrides could be adressed elsewhere? User permissions for patrons?
3. How granular should the override permissions be for request policy stuff like this?
  1. current request permissons:
    Requests: All permissions
    Requests: Move to new item, reorder queue
    Requests: Reorder queue
    Requests: View
    Requests: View, create
    Requests: View, edit, cancel
  2. we are coming back to that topic later
Live libraries report
1. The support SIG met and this bug was reported by MSU:https://folio-org.atlassian.net/browse/CIRC-923