2021-02-04 Resource Access Meeting Notes

Time	Item	Who	Description	Goals/Info
2min	Administrivia	Jana Freytag	News from the PC Sharon Wiles-Young Brooks Travis is going to be the new PO for Requests through 2021 R2 in August.	Notetaker: Deb Maddox
	presentations by implementing libraries
	documentation		Erin - Continue working on in-app reports document? https://docs.google.com/spreadsheets/d/1Jr1FM9KNVdWZVkx2HcpuDgdBZENsQk5U/edit?usp=drive_web&ouid=101818288105864628077&dls=true
	RA Documentation Review
	the implementation process	Andy Horbal Joanne Leary	1. If we change our circ rules after implementation, what will happen (to due dates, for instance, or upon renewal) to items checked out under the old rules? The two scenarios we are thinking about here are: • We add a new rule which supersedes an old rule • We edit a circulation rule 2. Can you delete a circulation rule even if it is “in use,” meaning it governs open transactions?

Meeting Outcomes

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

Notes

11:O5-11:20

Sharon Wiles-Young

Marsha (Ebsco) will be working until June on documentation.

Need for a representative to coordinate for RA group. Erin Netttifee volunteered, but asked for if any one would be interested in being a co-chair.

Andy Horbal agreed to be co-chair

Suggestions to bring people form the outside to help with documentation and also help with revision to have a fresh set of eyes would be helpful.

11:20-11:40

Erin Nettifee

In-Apps Report

Does the report allow people to give refunds out-need to do manual?

Need to check for permission? Still in development?

Need to know:

What is the payment transaction information? Is it credit card or check numbers?

Date Refund Request is that the date the refund is done in Folio?

Fields not in Folio:

Date action complete& staff member? Are they operators to use when it was downloaded, but not actually FOLIO field? Need to confirm and the document question on date paid. There may be multiple dates of payment.

What happens if to staff members work off the same report, is there ability have staff information in the additional information? The institution will have to decide on 1 person and work flow to do the work on the refund report.

Ask user group-why different Icons in actions----it may be up to who is working on the action.

Requests

Missing call numbers for sorting, needs to be added.

11:40-11:58

Andy Horbal

Questions are in the chat

Discussion on how is easy is it to replace a rule, delete a rule if in use-open transaction will it except the rewrite rules?

If a change in a circulation rule when the item is renewed (location-patron group) new rule /policy will apply.

What happens if delete rule being used in system, does it prevent the loans. Need new rule what you delete.

If deleted fee/fine policy you will receive and error. Will be able check in, need to do more testing.

When writing rules come as close to what you want the end result to be. Write the rules so you can understand them. You will be able to make changes.

11:58-12:00

Congratulation to Brooks for new role of PO.