Agenda Items

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2023 Meeting notes

2024 Meeting notes

This page is for all SMES of the RA SIG, it is a place where you all can bring back issues/topics you would like to discuss. You can also contact your convener for that.

Please add your topic on the top of the table:

Date added	Topic	Person	Time required	Scheduled date
15 Dec 2023	Patron Block Condition: outstandig fee/fines by maximum No. days ; Maximum days by overdue	Jana Freytag	25 Minutes
14 Nov 2023	Discuss setting shelving lag time by location instead of service point UXPROD-527 - Getting issue details... STATUS	Cheryl Malmborg	30 minutes
05 Oct 2023	Present the poppy feature to the group UXPROD-3913 - Getting issue details... STATUS	Axel Dörrer	30 Mins	16 Oct 2023
2023-09-25	Discuss the possibility of adding an item cost field to the item record to support Actual Cost functionality	Joseph A Molloy Tara Barnett	30 mins?	05 Oct 2023
2023-08-31	Expand on the specs for sorting page slips by call number: UXPROD-2683. Thomas Trutt thinks that this will be 3 requests: Add data to the request record, Sorting the notices by a specific field, and adding a token to the slips. Claire Hoag (CU Boulder) and Susan Kimball have expressed interest in this feature.	Tara Barnett	15 mins?	2023-09-07
2023-08-31	Talk about helper features Talk about the Checklist Feature that was thought up by the Open Access SIG. Do we have use cases for this in 'our' Apps? The other is the history tracking feature that was just added to invoices could be used in other areas.	Jana Freytag	20mins	after the demo in App interaction SIG
2023-06-21	Update request queue page names	Stephanie Buck	20 mins	2023-07-13
2023-06-07	Present the (Poppy?) lastest notice development + ask a few questions on some things I have found: UXPROD-3573 - Notify user when item(s) are charged aged to lost (automated f/f) with ACTUAL COST / Scheduled notices Closed UXPROD-3740 - Notify user when item is returned, and ACTUAL COST gets cancelled / Scheduled notices Closed UXPROD-3998 - Bundle aged to lost fee/fines into a single notice (“Multiples”) when charging: Overnight Closed UXPROD-3999 - Bundle overdue fines into a single notice (“Multiples”) when charging: At check-in Closed	julie.bickle	45 mins	12 Jun 2023
2023-05-15	Could I please have a session to thrash this topic out again: Multiple fee/fine actions in a single notice. The next session I would be available is 1st June. I'll prep better and add more detailed questions, but so far here are the notes I have: Possible solutions: Per 1 button (e.g. charge, pay, etc.) - all the currently ticked open fee/fines are bundled. A shopping cart check-out: all actions taken in that session are bundled, i.e. receipt. "Here are all your open fees/fines" Button to send this in the user UI? Recurring? If so, what frequency + when to stop?	julie.bickle	45 mins	05 Jun 2023
2023-05-15	Developing functionality to enable Discovery layer for proxy requesting on behalf of sponsors. Edge API updates needed to make this possible UXPROD-3930 - Allow proxy to make requests on behalf of sponsor(s) via opac/discovery Open via EDS or other discovery layer. Is there interest in getting this prioritized, especially since this work is only the first step in getting it functional in discovery layers?	Susan Kimball	15 mins?	12 Jun 2023 Susan Kimball
2023-05-04	Adding "User Address" section to the patron notice tokens. Two questions: Where to add those tokens - what looks and feels best? Criterium for population = “Use as primary address” selected	julie.bickle	30 mins	2023-05-08
2023-04-03	There are currently no topics for 13th April - could I please use that time to discuss option for notices for actioning on automated fees/fines?	julie.bickle	45 mins	2023-04-13
2023-03-27	I will present Poppy features that Vega has planned to work on. Maybe with julie.bickle if she is available (Stephanie Buck : Julie is available )	Stephanie Buck	30 mins	2023-04-20
2023-01-18	UXPROD-2252 - Multiple fee/fine charges or actions (pay, waive, transfer, error or refund) on a single notice for a patron Open I will present a plan for how this could work, and would need SIG feedback. I'd like to squeeze this into Poppy (scope close date = 17 feb) - so could I please present this on 26 Jan? I should have a deck to share already by 20 Jan.	julie.bickle	45 mins	2022-01-26
2022-12-21	UXPROD-3937 - Send patron notices to the proxy who checked out the item or requested the item Draft There are a number of questions for the SIG. I'll post them in the Slack channel, but I would like to hear people's comments in person, as well: For scheduled notices: Should the notice be linked to the recepient (i.e. proxy) immediately when the notice is created? Or should the recipient be determined just before sending the notice, in case the proxy-sponsor relationship changes after the scheduled notice is created? This setting affects ALL notices tied to that loan or request, i.e. loan, requests and fee/fine notices. Is this ok? When looking in the circ log: Do you need to know that this notice was sent to the proxy, rather than to the sponsor?	julie.bickle	30 mins	2022-01-30
2022-06-17	MODEMAIL-73 - Retry sending email on temporary failure (4xx) → Explain and discuss the consequences.	julie.bickle	30 mins	2022-06-23
2022-05-09	The pros and cons of logic branching and advanced conditioning in notice and slip tempates: Add the preferred name token to the list of patron notice tokens - UICIRC-462 - Add "user.preferredFirstName" as notice token in Settings Closed Anonymous request identifier for staff slips and notices - UXPROD-2435 - Anonymous request identifier for staff slips Draft Add token "Today's date" to staff slips + formating options - UXPROD-3224 - Add token "Today's date" to staff slips + formating options Draft	julie.bickle	20 min	2022-05-16
2022-05-09	Multiple fee/fine charges or actions (pay, waive, transfer, error or refund) on a single notice for a patron - UXPROD-2252 - Multiple fee/fine charges or actions (pay, waive, transfer, error or refund) on a single notice for a patron Open Check the use cases again + compare them against what is technically (reasonably) feasible.	julie.bickle	45 mins	2022-05-23
2021-08-17	Request for help collecting information about calendar size (in current system, FOLIO, or both)	(OLD ACCOUNT) Erin Nettifee	10 min	2021-08-23
2021-07-19	Patron notice features - candidates for deletion 0 Vorgänge	Darcy Branchini	10 min	2021-07-19
2021-07-19	Patron notice send errors in circ log	Darcy Branchini	15 min	2021-07-29
2021-06-21	Update on: Notices scheduled in the past being sent: CIRC-1163 - Notices scheduled in the past are being sent Closed Printer management	julie.bickle	5-10 min (depending if questions)	2021-06-28
2021-05-24	Discussion about equipment management (requested from multiple participants on 5-24-2021) how libraries are thinking about managing equipment in FOLIO other software options libraries might have used or are considering using if not FOLIO migration considerations for equipment circulation considerations for equipment	(OLD ACCOUNT) Erin Nettifee	45 min	2021-06-07
2021-05-24	Discussion of integration with online payment services how many libraries currently offer online payment options? how many would like to do so? what are libraries that offer online payment options doing now? what would the priority be for FOLIO to integrate with online payment services?	David Bottorff	30 min	2021-05-27
2021-05-21	demo of UChicago's Pull List app (which creates unified pick list from ILS, Illiad, Relais, etc.) No hurry on this, but I know some folks were interested in seeing this as a possible model for something that could be developed on the FOLIO platform	David Bottorff	20 min	2021-05-27