2020-10-08 Resource Access Meeting Notes

Owned by Jana Freytag
Last updated: Oct 12, 2020 by Mark Canney

Date

Attendees

Cynthia Lange

Elizabeth Chenette

Sharon Wiles-Young

Emma Boettcher

Andrea Loigman

Cate Boerema (Deactivated)

Molly Driscoll

Mark Canney

Joshua Lambert

Cornelia Awenius

Cheryl Malmborg

Maura Byrne

Kimie Kester

Joanne Leary

David Bottorff

mey

Darcy Branchini

Anya

Rameka Barnes

Jana Freytag



Discussion Items

TimeItemWhoDescriptionGoals/Info
2minAdministrivia

Jana Freytag


20min

Jira Issues: Users App

patty.wanninger Maura Byrne

Clarifing some Jira Issues:

Fielded Search:  UXPROD-2092

Boolean/Query Search for Users UXPROD-1015

Make it more clear which fields are being search in a User search UIU-1027

Postponed
20minClaimed returned searches: wireframes

Emma Boettcher

Decide whether to track searches via loan or via item.


Meeting Outcomes

Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Reasoning

Link to supporting materials

Comments

e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
  • Because...
  • Because...
e.g. mock-up, JIRA issue
LoansEmma Boettcher

Track searches for claimed items on loans, not items

Allow users to add notes to search (not required)
Set maximum count by service point
Claim returned report should include Borrower barcode, Item barcode, Item title, Call number, Claimed returned date, # of searches & last time searched, Effective location (Library & shelving), physical description, comments entered when claimed, but need better understanding of report vs. search list

  • Would be interesting in long term to extend tracking searches to other missing items, but claimed returned items' searches are much more based on patrons
  • Different library branches may have different policies for search























Notes

Emma: Tracking searches for claimed return. Emma shared wireframes. 

  • From loan details, add searches in actions dropdown and track searches in action history.
  • Should the note be optional? Yes. 
  • Should claims live on loan or item? Better to have it on the loan. In the future should add search process for missing items not on loan.
  • Should setting for number of searches reside at tenant level or service desk level? Whatever is easier for development.

Report to look at claimed returns. From Users app. 

  • What filters are needed? Location. Number of searches (Need ability to filter by library and sort by shelving location). Date something became claimed returned. 
  • Will the report be a CSV dump or Picklist format? Emma will investigate.