2021-03-15 Resource Access Meeting Notes

Date

Mar 15, 2021

Attendees

@(OLD ACCOUNT) Erin Nettifee

@Elizabeth Chenette

@David Bottorff

@Cornelia Awenius

@Joanne Leary

@Andy Horbal

@Martina Tumulla

@Brooks Travis

@Erin Weller

@Monica Arnold

@Laurence Mini

@Darcy Branchini

@Cheryl Malmborg

@Kimie Kester

@Kelly Drake

@Molly Driscoll

Christine Tobias

@Andrea Loigman

Patty Kishman

@Deb Maddox

@Mark Canney

@lisa perchermeier

@mey

@Jana Freytag

Discussion Items

Time	Item	Who	Description	Goals/Info

Time

Item

Who

Description

Goals/Info

2min

Administrivia

@Jana Freytag

Notetaker: @Andy Horbal

40Min

Title level requests

@Kelly Drake

Continued Discussion and reveiew of final summary

___________________________________________________________________________

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

Slides:

15Min

Check-out App

Feature discussion

@(OLD ACCOUNT) Erin Nettifee

Check-Out App: Allow Custom Fields as Patron Identifiers for Check-Out

UXPROD-2936

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

Title-level requests - Kelly Drake

Summary of discussion to date:

FOLIO Item level request functionality is very good, well appreciated and must continue
Title Level Requesting and is an absolute requirement for some FOLIO libraries and would be a welcome additional option for others.
Item level requests will need to placed even when there are multiple items

Additional info is included on Kelly’s slides.

Multi-volume sets, or periodicals with more than one item per issue = out of scope (still need to determine how to identify). These will still be handled as item-level requests. Additional permissions also = out of scope, and current (and in development) circ rules will be able to handle this.

Discussion of what identifiers institutions using title-level requesting employ now, including what EDS systems do.

Consensus that this is a hard technical problem to solve!

API changes/additions will include information regarding a patron’s place in the instance/title queue, and maybe item vs title request.

Need a new setting to enable title-level requests.

Timeline + next steps are included on Kelly’s slides.

Check-out app - Erin Nettifee

Erin here to get input on UXPROD-2936, which Duke is going to pay to develop. Four configurable (in SettingsàCirculationàGeneral) identifiers that you can use when checking an item out to a patron: barcode, external system ID, FOLIO record number, and username. UM SIG has been batting around idea of adding additional identifiers to record for awhile. Cons: it’s already pretty “busy” and includes a lot of fields. Answer = use custom fields! Proposal is to make changes to FOLIO to allow this. Biggest change that people will see in UI is in Settings, where a fifth option for “Custom Fields” with a drop-down menu would now appear. If your library doesn’t want to use this feature, you can just leave the box unchecked, meaning it shouldn’t impact you at all. Should be no impact on performance of system.

Consensus that this sounds fine to everyone!