2021-03-04 Resource Access Meeting Notes

Date

Mar 4, 2021

Attendees

@Brooks Travis

@David Bottorff

@Andy Horbal

@Erin Weller

@Monica Arnold

@Mark Canney

@Martina Tumulla

@Cornelia Awenius

@Donna Minor

@Andrea Loigman

@Christine Tobias

@lisa perchermeier

@Marie Widigson

@Kelly Drake

@Martina Karlsson

@Stephanie Buck

@Sharon Wiles-Young

@Monica Arnold

@Laurence Mini

@Cheryl Malmborg

@Patty Kishman

@Cynthia Lange

@mey

@Jana Freytag

Discussion Items

Time	Item	Who	Description	Goals/Info

Time

Item

Who

Description

Goals/Info

2min

Administrivia

@Jana Freytag

Notetaker: @Mark Canney

45Min

Title level requests

@Kelly Drake

Presentation & Live-Demo by @Marie Widigsonfrom Chalmers → Slides

Gathering requirements and accessing interest for title level requesting

Title Level Requests - Technical information

Timeline: We would like to have requirements gathered by March 15, 2021

Name: "Title level requests" vs. "Instance level " requests

The request is not actually on the title - different editions or formats of a title may be available but will not be included in the request queue that we are envisioning
"Instance' is folio-speak and non-native folio speakers may not understand what we mean

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

Notes

@Marie Widigson, provided a demonstration of requests at Chalmers with a discussion about title level requests. Title level requests are on the instance level. First person in the queue gets the first book returned. The patron places a request through discovery (EDS). If an item is available on the self the request is a Page. If the item is not on the shelf the request is a Recall. TRL logic from mod-circulation interprets the business logic. Non-requestable item and loan types are omitted. The item with the shortest queue gets the request. If equal queue length, the item with the soonest due date is used.

Chalmers' slides, screenshots and notes are available: https://docs.google.com/presentation/d/1l1rf_wkAD8b1utoIW4A9vvGmSEdRsTh5YTARR6B2I2E/edit?usp=sharing

Problems with using TRL logic?

Another item not covered by TRL logic may be returned. Items may get returned earlier than due date; queue gets out of order.
Students make multiple requests; other patrons have to wait longer.

Current necessary workarounds:

Script to move found items to available items
Manually move patrons to more fair place queue
Dummy patron to block item queue. Mainly when we reorder additional copies

Where should the setting for item versus title level request live?

item, holdings, instance?
circulation rules? For example, patron type "student" requesting loan type "textbook": apply title level request.

How are remote storage/asrs libraries planning to handle requests to items in those locations?

Requests now in folio entirely dependent upon itemids.