2022-06-09 Resource Access Meeting Notes

Owned by Jana Freytag
Last updated: Jun 09, 2022

Date


Recordings

Find all recordings here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/

Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

Elizabeth Chenette 

Andy Horbal 

Holly Mistlebauer 

Dwayne Swigert 

Thomas Trutt 

Christiane 

(OLD ACCOUNT) Erin Nettifee 

Stephanie Buck 

Erin Weller 

David Bottorff 

Martina Tumulla 

Andrea Loigman

Rameka Barnes

julie.bickle

Laszlo Jakusovszky

Cheryl Malmborg

Rebecca Pernell

Monica Arnold

Amber Miles 

Shirley Moentnish 

Brooks Travis 

Molly Driscoll 

Jana Freytag 


Discussion Items:

TimeItemWhoDescriptionGoals/Info/notes
5minAdministrivia

Jana Freytag 

PC Udates:

Note taker: Jana Freytag 

meeting_saved_chat.txt

meeting_saved_closed_caption.txt


15Min

WOLFCon Session Planning

Jana Freytag 

We have:

  • Integration with Discovery, ILL and other external systems (coordinate with FOLIO and Discovery meeting)
  • Implementers view on circ rules
  • RA SIG Working Meeting
  • Circulation in FOLIO
  • we'll come back to this later
  • trying to schedule all the meetings for the afternoon
40Min

Future Fees/Fines: Add option to get Actual Cost for lost item from order

Stephanie Buck Holly Mistlebauer 

Preliminary discussions on UXPROD-2245
  • Holly will retire and Steph will take over

Meeting Notes

Future Fees/Fines: Add option to get Actual Cost for lost item from order

  • Not scheduled for the next release cycles
  • Concerns:
    • Erin Nettifee: helpful to visualise this

    • Chat Erin Weller: Has there been discussion about setting the price at a minimum amount that each library can select instead of order price? - If the cost goes over minimum amount (as a set cost) then the actual cost should be charged

    • Chat Thomas Trutt: that is my thought.. Its what our past LMS worked and it was nice.

    • It should be an optional feature

    • Chat Amber Miles: At TAMU we do bill actual cost but automatically billing is not something we do currently.

    • Chat Amber Miles: Nor have we ever done I think.

    • Chat Rebecca Pernell: Future -- FOLIO finds current replacement costs from vendors!

    • Chat Laszlo Jakusovszky: I know Stanford's Science/Eng Libraries are interested in this due to the high price of their texts, esp. as after they go out of print.

    • Chat Andy Horbal: for the same reason.

  • Workflow:

    • Feedback on the Workflow:
      • If the default price is AMOUNT it should be charged automatically
      • if under AMOUNT charge AMOUNT if over than bring it to staff attention and/or charge SET AMOUNT automatically
      • if over the maximum amount charge the maximum amount
        • Add setting that if order cost if over X, don't bill it automatically
        • if you have an actual replacement cost – and the amount is charged when is the notice send?
        • Brooks: If you charge a processing fee now, it sends immediately.

        • And my understanding of the planned work was that it would send the actual cost fine action notice once it was processed

      • Staff workflows would sometimes get delayed so an automatical process has to keep this in mind

      • Brooks in Chat: I would definitely consider doing a final warning type notice in that case - Similar to how Chicago is currently doing theirs

    • Next steps: get Kimie Kester involved



Patron notices (julie.bickle)

  • set cost and lost item processing fee are now charged when processed
  • The Lost item processing fee will not be influenced by UXPROD-2245
    • it is triggered by the item status
  • the triggering event for UXPROD-2245 (see also: https://folio-org.atlassian.net/browse/UIU-1863) - Bill actual cost in the fee/fine screen
  • by confirming this action a notice to the patron
  • Cheryl: can we bill 0 and should we?
  • A notify patron option would be preferable