2021-02-11 Resource Access Meeting Notes

Date

Feb 11, 2021

Attendees

@(OLD ACCOUNT) Erin Nettifee

@Amelia Sutton

@Andy Horbal

@Deb Maddox

@Martina Tumulla

@patty Kishman-Smith

@Andrea Loigman

@Cornelia Awenius

@Monica Arnold

@Christine Tobias

@Brooks Travis

@Erin Weller

@Rameka Barnes

@Cheryl Malmborg

@Kelly Drake

@Joanne Leary

@mey

@Laurence Mini

@Jana Freytag

Discussion Items

Meeting Outcomes

Notes

     Administrivia:

• Update from the PC-Meeting: Acceptance Testing

  • Testing involvement from SMEs – POs wanted to come to SME with aspects of test involvement? 

  • SME to work on UAT during development testing

  • At RM UAT – there was an environment where data can persists, would be important for RA tests as well

  • Bug fest now 2 weeks instead of one week – it is so close to software release to have enough time to fix bugs – goal with testing earlier to catch bugs earlier (Regression testing)

  • during bug testing finding spec bugs - catching those earlier would be good too  

  • Spec Bugs = stories in Jira – built by developer as specified – behaving like it, but not meeting expectations from SMEs

  • the Spec is the problem - not the development of the developer 

  • Developer seem not happy with feedback from SIG (volunteering for tests) – how can we support/help?

  • There is a regular PO Meeting and first RA POs will talk this through and will come back to SIG with possible test, if ready 

• Charlotte will come to the RA SIG with a review of the inventory instances and our preferences 

documentation - continue working on in-app reports document

• Requests – Export search results

  • We also want to include the department in this report – the new users field

• Requests - Export shelf clearance report

  • Report is greyed out – requires at least one requests in “Closed – Pickup expired” status at the service point where you are in order to be able to run the report. 

  • How hart is it to change the pickup service point? 

  • You can change it – it will tell you to put in transit if it was changed afterwards / You can change the pickup service point in the request (status open)

  • There were a couple of changes recently and probably more to come.

  • Under what scenarios can you change a request pickup point by just editing the service desk pickup point in the request? ...

  • Add searchable call number 

  • Report is based on the service point you are at – service point field is not in the report

  • Workaround – to more than one service point is the results list export and filter 

  • Feature requests for Pick list export for all service point – not developed yet

  • If you're trying to do multiple service points at once, you'd use the export search results functionality, which includes the service point of the request.

• Inventory – in transit items 

  • Want machine sortable call number when its available

  • Want effective location and permanent location

  • Is title check in service point clear enough? Should it be Last check in location?

RA Documentation Review

• Erin and Andy (substitute) as representatives for RA and Christine Tobias as representative for UM in the documentation working group

• Started the documentation with RA – so there is already documentation which we are reviewing 

• the working group will talk about screenshots - Concerned about the flux in UI and maintenance 

• Think about, what to add to documentation 

• Even if we document certain topics outside of the documentation website 

• Are there workflow between apps, which we need to document the basics?

• Documentations behind the scenes? Workarounds, tips on doing work more efficiently  

• Website: Step by step for a basic users – nothing on implementation consideration e.g. loan rules

• Docs for RA features that take place in users?

• Questions: Shouldn’t be the entries for users and Circulation in the left pane closer together? 

• User is right now in Administration – could be in an own section?

• Link from Circulation to User documentation 

• Users – two aspects as staff administration and for patron management 

• Circulation log – still missing in the left pane - behind the scene work for documentation – was not included because Circulation log was not in FOLIO by the time Marcia did the left pane in the website

• Starting a list for missing topics – so the writers can start with this list/topics