24 Jul 2023 : List your 3 major gaps (per institution)

yellow = Topic in gap list working group session

green = discussed in working group meeting

red = under observation

blue = to be discussed in a general SIG meeting

App	Functionality	JIRA	Status and next steps	Name (to guide the Feature)	Notes	Use case	+ 1 (Name/Institution)
Anonymization	Anonymization	UXPROD-1041 - Getting issue details... STATUS Thin thread version - API only no UI settings. UXPROD-4302 - Getting issue details... STATUS		Cornelia Awenius Thin thread - Tom Trutt		e.g. Anonymization of request data (see loan data)	GBV Cornell Magnus A/LiU hbz Chalmers UMass Amherst (Five Colleges) National Library of Sweden
Anonymization	Custom anonymization		low priority			Should be on its own settings page: anonymize all (closed loans/requests/fees/fines, circ log, ...) and single anonymization ; Possibility of "partial anonymization" of loan history, (background - service for users to be able to view their loan-history, but to delete titles they do not want to have stored)
APIs	SIP2	SIP2-162 - Getting issue details... STATUS	Scheduled: 2024-02-22 Invite: Tim & Jakub & Axel				all / WOLFCon23
Check in/out	Performance	ARCH-16 - Getting issue details... STATUS	Revisit if any other performance issue comes up ok for now			We continue to worry about what performance times we'll see once the fall semester starts, when we will suddenly become much busier.	~~Cornell~~ David Bottorff/UChicago Magnus A/LiU
Check in/out	Performance	ARCH-15 - Getting issue details... STATUS	Revisit if any other performance issue comes up ok for now			At Chicago, performance is generally fine, but we continue to have periodic cases where the checkout screen resets in the middle of a patron transaction. It may be related to the session timeout setting; Chicago is experimenting with removing the timeout entirely (rather than a long setting of 10 minutes) to see if this eliminates the problem.	Cornell David Bottorff/UChicago Magnus A/LiU
Fees/Fines	Actual Cost	UXPROD-2572 - Getting issue details... STATUS UXPROD-4776 : itemCost Field on item record	Have a separate discussion on actual costs in the SIG meeting more refinement is needed here Waits for Cornelia Awenius		30 May 2024 : There is still some work to be done on this e.g. field in item records	Very high on our wish list	Cornell (modified) Erin Weller/MSU Tom Paige / 5C Olga K. / Douglas College
Fee/Fines	Fee/fine export - transfers			Tom Trutt	The current transfer system needs to be expanded, and refunds needs to be implemented.		Cornell Five Colleges
Inventory	Metadata management	UXPROD-2035 Need to see check out count on item record			30 May 2024 : Have a joint meeting with Metadata Management SIG on this	Staff want check out count to be to be easily identified when opening an item record.	Lehigh University Wellesley College
Multiple	Bulk edit records	UXPROD-120 - Getting issue details... STATUS	In Process ask Magda for another update to bring in our requirements		280 Kiwi points	From an RA perspective, we want this for reserves. Also used for moving items in and out of special locations/storage. Interests for presentation: Permissions on bulk edit	Cornell
Multiple	Note + staff slip refinements	UXPROD-2252 - Getting issue details... STATUS UXPROD-1392 - Getting issue details... STATUS UXPROD-2188 - Getting issue details... STATUS UXPROD-1710 - Getting issue details... STATUS UXPROD-1920 - Getting issue details... STATUS UXPROD-2384 - Getting issue details... STATUS	In draft, need refinement	Tom Trutt - Working with CU staff to see if these are needed and refine them, will bring back to SIG.		Patron/staff user experience	Cornell Douglas College
Multiple	Anonymous user ID token in notices and staff slips	UXPROD-2435 - Getting issue details... STATUS UXPROD-1830 - Getting issue details... STATUS UXPROD-1831 - Getting issue details... STATUS	Tara Barnett			When placing requested material on hold shelf, the library may want to not expose the name of the patron. Instead a code based on e.g first letter and A configurable token is needed for patron notices and staff slips. This also need to be exposed in Hold shelf clearance report and of course in the user record.	Chalmers
Multiple	Three-part item state	UXPROD-1037 - Getting issue details... STATUS	Have a separate discussion / restart the discussion First discussion: 2024-02-08	Tom Trutt - PO		Removes the need for Special Library Cards. More accurately describes an item's current status. CDL considerations	Cornell David Bottorff/UChicago Lehigh University National Library of Sweden
Multiple	Cancelling claim returns		David Bottorff	David	Staff now can only close a loan and mark an item missing or bill the loan as lost once the item has been claimed returned.	Staff need to be able to cancel a claim return and revert the status of loans, notices, and fees/fines to their state prior to being placed on claim. A patron reports returning an item, it is placed on claim, and then they find it and still have the right to keep it.	UChicago
Multiple	Automatic renewals	UXPROD-2375 - Getting issue details... STATUS	David Bottorff	David		UChicago currently uses a semi-manual process to perform automatic renewals via API (needed both for customer service and because of performance impact of renewals on FOLIO). Having a built-in feature would be more foolproof and reduce staff time.	UChicago Magnus A/LiU hbz Five Colleges Douglas College Lehigh University Chalmers
Multiple	Recently returned item status	UXPROD-3652 - Getting issue details... STATUS UXPROD-527 - Getting issue details... STATUS	deferred until 3-Part-item-State implementation				hebis
Notices	Claim return notices				30 May 2024 : keep it on the waiting list	Staff need to be able to send notices to patrons about the ongoing claim return search process and the final outcome of the claim process.	UChicago
Notices	Text delivery	UICIRC-117 - Getting issue details... STATUS			30 May 2024 : keep it on the waiting list	We'd like to have the option to deliver some notices via text message, particularly time-sensitive ones like short term loan courtesy/overdue notices.	Five Colleges
Notices	Multiple items on a request notice for a single patron	UXPROD-2188 - Getting issue details... STATUS		Magnus Andersson	30 May 2024 : possible topic for the working meeting		LiU hbz Douglas College
Notices	Copy or blind copy notices to a library email account					Very useful for testing and also helps with patrons who say that they never received the notice.	Douglas College
Users/Notices	Notification to >1 e-mail addresses					students might not look into their university account so many of our libraries additionally store the private e-mail address. Other use case for university staff: both home address and university are important as several institutions don't allow the (automated) redirection aof e-mails. Idea: field e-mail adddress is repeatable; with a checkbox to indicate whether a notification must be sent to that address.	GBV Douglas College
Permissions	More granular permissions					Staff can see other Staff members but not users ; Or employees can only see users but not employees Another Use case: Ability to check out without having full access to users app. (OLD ACCOUNT) Erin Nettifee proposal on permissions	GBV Cornell? Nina Morgenstern/hebis (esp. fee/fine permissions) hbz
Printing	Automated printing process Printing administration Printing of Screens	FOLIO-3742 - Getting issue details... STATUS			30 May 2024 : keep it on the waiting list	Printing of return receipts or other defined by settings (it is a regional legal requirement) A Printing administration would be used to log unprinted notices for reprinting and for follow ups Printing of screens is needed in some cases to print user data to be in line with GDPR	GBV hbz Five Colleges
Requests	Filter requests by item effective location	UXPROD-2285 - Getting issue details... STATUS	Looks like no further refinement needed Thomas Trutt update		Per JIRA, this is one of the most highly ranked remaining Requests features. We'd also like to be able to print just notices that we haven't already printed–does anyone know if there's already a feature for this? (possibly UXPROD-4722 and UXPROD-4404) Add a filter on the left menu filtering by items effective location	Not having this has proven to be a major source of aggravation for access services staff at Cornell since our 7/1 go-live date	Cornell Erin Weller/MSU David Bottorff/UChicago hbz
Requests	Sort Pick Slips by call number	UXPROD-4462 - Getting issue details... STATUS		Susan Kimball Tom Trutt		When Pick slips are printed from the Requests app, they need to be manually sorted by location, then call number, a time-consuming process	Five Colleges
Requests / multiple	Recall requests need to alter notice policies	UXPROD-2112 - New triggers for overdue then recalled, and recalled and overdue Possibly also UXPROD-2150 - Future Fees/Fines: Do not charge Recall Overdue Fine if recall was cancelled by patron		Tom Trutt - Back end (as part of sorted slips and anon)	30 May 2024 : possible Gap list topic	Items that are recalled need to send a different courtesy and overdue notice template and needs to send it on a more frequent schedule (notice policy) than a standard loan. Patrons need to receive clear communication beyond the initial recall notice that an item has been recalled and will have overdue fines charged.	UChicago Cornell Douglas College
Requests / Bookings	Add a new type of request - Booking, which will allow to request an item for specific date/time in the future	UXPROD-3822 - Getting issue details... STATUS UXPROD-3823 - Getting issue details... STATUS UXPROD-3824 - Getting issue details... STATUS UXPROD-3825 - Getting issue details... STATUS UXPROD-3826 - Getting issue details... STATUS UXPROD-3827 - Getting issue details... STATUS UXPROD-3828 - Getting issue details... STATUS				We have quite big equipment collection that circulates a lot. In addition to the regular everyday use, many of those items are needed for different college events and requested in advance by faculty and students. We desperately need a way to place bookings on those items in Folio. Those bookings should be taken into account when items are checked out to other users. All bookings are done by staff, so external interface is low on our priority list. Currently patrons submit their requests via a simple form on our website.	Douglas College GBV
Users	Search performance				Somewhat outside of RA SIG, but the users search in the user app remains frustratingly slow		UChicago Cornell
Users/Check out	Reading room only check outs	UXPROD-1835 - Getting issue details... STATUS			~~seems to be needed only by European libraries~~, is discussed by Leipzig and National Libraries of Italy and Sweden This topic was discussed in the implementers SIG: 2023-11-28 FOLIO Implementers Meeting Notes 30 May 2024 : Smallgroup Meeting scheduled		NLS, Mainz, hebis GBV, UChicago
Courses	Allow courses to have a temporary loan type that applies to all items placed on reserve for that course	UXPROD-3792 - Getting issue details... STATUS					5C / UMass top Courses priority (Gabe Stetson) Stanford
Courses	Bulk add items to a course	UXPROD-3979 - Getting issue details... STATUS					5C / UMass second Courses priority (Gabe Stetson) Douglas College Stanford
Courses	Allow Users to Add Items to Course by Using an Item Search, Rather than just a Barcode	UXPROD-2774 - Getting issue details... STATUS					5C / UMass third Courses priority (Gabe Stetson) Douglas College
Courses	Allow Addition of Electronic Items to a Course, Without Needing to Create a "fake" Barcode.	UXPROD-2775 - Getting issue details... STATUS					5C / UMass fourth Courses priority (Gabe Stetson) Douglas College Stanford
Courses	When removing an item from a reserve list, check if item is on reserve for another class, and require confirmation for removal if found	UXPROD-3901 - Getting issue details... STATUS					5C / UMass fifth Courses priority (Gabe Stetson) Douglas College Wellesley College
Courses	It would be great to be able to sort by more than just course name, course code, and section in the courses pane. Also, it would be good to be able to add fields to that view (like number of students, location, etc)						5C / UMass (Gabe Stetson) Douglas College
Courses	Temporary loan type is automatically removed when an item is removed from a Course						Mentioned in Reserves Slack channel as a desired feature (Migena Rrapushaj - Villanova)
Courses	Move Add by barcode and Fast add to the top of the page	UXPROD-4869 - Getting issue details... STATUS				Our Reserves lists tend to get quite long and when staff wants to add a new item to a course, they need to scroll down to the bottom which is quite time consuming.	Douglas College
Users/Check out	It would be great to have an Action on the User record that allows you to initiate check out to the user in question. This is a feature in Koha that is used frequently by the library.	UIU-1038 - Getting issue details... STATUS		Molly Driscoll	Linked feature was closed, but Actions menu contains shortcuts to new requests, fees/fines, and blocks, but not Check out.		WHU - Otto Beisheim School of Management
Multiple	Check in AND Check out note (General circulation note) OR duplicate notes action			Tara Barnett		Libraries often use the same text for check in and check out notes. We discussed on slack the possibility of either having a general circulation note that is visible at both check in and check out, or adding the ability to duplicate a circulation note. One use-case I've heard is wanting to have a pop-up specifically for reserves items.
Check out	Apply the “Opening time offset” setting consistently	CIRC-2058				Folio pays attention to the offset setting only if the Due Time falls during the closed hours/days. Make Folio always check the offset setting when an hourly item is checked out, so the behaviour is consistent.	Douglas College
Requests	Configurable ability to place requests on Aged to Lost items			Tara Barnett		SPL would like to be able to place requests on aged to lost items, which is currently not allowed. They need this for several reasons, including that aged to Lost items are often returned, and high demand items generate new purchases.	Spokane Public Library
Requests	Set hold expiration at the time of request			Tara Barnett		CU Boulder would like to be able to set the hold expiration date at the time of placing the request for ILL items. This is because many libraries hold ILL items on the hold shelf until the items themselves are due.	CU Boulder
Check In	Add pop-up for Suppressed state items			Tara Barnett		SPL would like to have a configurable option for pop-up notices to flag suppressed items at the point of check in.	Spokane Public Library

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