2023 Meeting notes

2023 Topics

Date	Topic(s)	Notes	Lead(s)

Date	Topic(s)	Notes	Lead(s)
2023-01-09	Loan-related comments Usability of using actual cost for lost items		@Cornelia Awenius @Charlotte Whitt @Kathrin Lorenz @Axel Dörrer @Holly Mistlebauer
2023-01-12	Unassigned fee/fine features	Go through Holly's dashboard https://folio-org.atlassian.net/secure/Dashboard.jspa?selectPageId=12627	@Holly Mistlebauer
2023-01-19	PO assistance group	Collecting Ideas / brainstorming	@julie.bickle
2023-01-23	Unassigned fee/fine/patron block features	Final revision of https://folio-org.atlassian.net/secure/Dashboard.jspa?selectPageId=12627	@Holly Mistlebauer
2023-01-26	Multiple fee/fine charges or actions (pay, waive, transfer, error or refund) on a single notice for a patron		@julie.bickle
2023-01-30	Patron notices to proxy Future fees/fines UI: Show columns on Fee/fines option		@julie.bickle @Holly Mistlebauer @Kimie Kester
2023-02-13	Open Discussion Round		all
2023-02-27	Recalls	Show & Tell Questions & Discussion	@Susan Kimball @Brooks Travis
2023-03-06	Open Discussion Round		all
2023-03-09	Bugfest	Goal: assisting each other in bugfest testing, talking through test cases and processes Come with any questions you might have about testing or just reserve this time for doing your testing in company.	@Cornelia Awenius @julie.bickle
2023-03-16	Lotus HF1: Automated Block for Max Amount Owed Not Removed When Aged to Lost Item Returned		@Thomas Trutt
2023-03-20	SIG Survey results and what we want to do with them		@Jana Freytag @Cornelia Awenius all
2023-03-23	TLR recalls		@Stephanie Buck
2023-03-30	Open Discussion Round		all
2023-04-06	Open Discussion Round	Scheduled notices: What happens in FOLIO?	all
2023-04-13	Notices on automated fees/fines	Discuss option for notices for actioning on automated fees/fines	@julie.bickle
2023-04-20	Planned features for Poppy	Feature overview slides	@Stephanie Buck @julie.bickle
2023-04-27	Open Discussion Round	Which subgroups are active? Status of patron notices for bursar transfer and message tokens? (Laurence) Is this a bug with fine/fees? (Susan)	all
2023-05-04	Open Discussion Round	A walk through the features: Notify user when item(s) are charged aged to lost (automated f/f) with ACTUAL COST / Scheduled notices Notify user when item is returned, and ACTUAL COST gets cancelled / Scheduled notices Bundle aged to lost fee/fines into a single notice (“Multiples”) when charging: Overnight Laurence Mini asks about typical user stories for Issue 1353 Susan Kimball: a Bug in Chrome in Nolana - FOLIO does not detect your service point	all
2023-05-08	Patron notices	Adding "User address" section to the patron notice tokens.	@julie.bickle
2023-05-11	Title Level Requests	Kick off User acceptance testing starting May 15th	@Stephanie Buck
2023-05-15	RA SIG Onboarding	Please have alook at the Recording of this meeting if you want to know about our SIG: Recording of 2023-05-15	@Jana Freytag @Cornelia Awenius
2023-06-05	Multiple fee/fine actions		@julie.bickle
2023-06-12	Allow proxy to make requests on behalf of sponsor(s) via opac/discovery Notices	Present the (Poppy?) lastest notice development + ask a few questions	@Susan Kimball @julie.bickle
2023-06-15	WOLFCon 23 Planning Open Discussion round
2023-06-29	Notices- Continuation from Monday fee/fines		@julie.bickle @Thomas Trutt
2023-07-10	Request Anonymization		@Thomas Trutt
2023-07-13	Update request queue page names	Steph Buck presented a slide deck with proposed changes to wording used on screens for Requests (View, Reorder, and Queue). These were suggestions stemming from user acceptance testing for title level requests.	@Stephanie Buck
2023-07-24	Open Discussion round	WOLFCon Session planning Gaps we would like to discuss Questions from the group Gaps that came up during the meeting resulting in our Gap list of RA SIG SIP2 Fee-Fines Item status 3 part item state Recalls receiving separate notice age to lost policies bundle request notices based on shelf expiration date	all
2023-07-27	Gap list discussions	Gaps that came up during the meeting resulting in our Gap list of RA SIG SIP2 Fee-Fines Item status 3 part item state Recalls receiving separate notice age to lost policies bundle request notices based on shelf expiration date	all
2023-08-07	Open Discussion round	WOLFCon Planning Gap List discussions	all
2023-08-14	Open Discussion round	WOLFCon Planning Gap List discussions	all
2023-08-31	Open Discussion round	WOLFCon Planning Gap List discussions	all
2023-09-07	Sort page request pick slips by call number		@Tara Barnett
2023-09-21	Limit number of requests per patron	The topic of this meeting was request limitations and how fine grained they should be, or how fine grained do institutions need them to be. Based on the conversations Jira(s) will be created.	@Sarah Johnson @Thomas Trutt
2023-10-05	Item cost field	Discuss the possibility of adding an item cost field to the item record to support Actual Cost functionality	@Joseph A Molloy @Tara Barnett
2023-10-12	Gap List - Planning and moving forward	Moving forward, we will work in small groups (break out sessions) on the various features on the Gap List. More of a group effort but one person can act as a guide/leader.	all
2023-10-16	Loan Comments	Present the poppy feature to the group	@Axel Dörrer
2023-10-26	Bug fest	Discuss the tests. Ask questions. bring up new features / improvements	all
2023-11-02	Bug fest	Discuss the tests. Ask questions. bring up new features / improvements	all
2023-11-09	First Gap List Working Session	The First topics are: Anonymous user ID token in notices and staff slips - Tara will take the lead on this one. see also: UXPROD-1830 - Add additional USER tokens to staff slips Draft UXPROD-1831 - Tokens - Add additional USER fields to patron notices Draft Automatic renewals - David will take the lead. Anonymization - Cornelia will take the lead. This topic will be postponed	all
2023-11-13	Reminder Fee Feature Presentation	See UXPROD-2015 and related issues	@Florian Ruckelshausen
2023-11-16	Changes in request policy	Presentation and discussion of UXPROD-2689	@Anne Ekblad
2023-11-27	1 Gap List Working Session Continuation
2023-12-07	Automatic renewals	This is the continuation of the gap list working group meeting. Jira: Automatic renewals	@David Bottorff
2023-12-11	Helper features fee/fines	WOLFCon 23 Topic: 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.	all @Susan Kimball
2023-12-18	Bound with	How would RA like bound-with titles to be displayed in the Check-out, Check-in, Request screens, Patron notices and probably more places?	@Charlotte Whitt

2023 Agenda Items

Date added	Topic	Person	Time required	Scheduled date

Date added	Topic	Person	Time required	Scheduled date
Dec 15, 2023	Patron Block Condition: outstandig fee/fines by maximum No. days ; Maximum days by overdue	@Jana Freytag	25 Minutes	Jan 25, 2024
14 Nov 2023	Discuss setting shelving lag time by location instead of service point https://folio-org.atlassian.net/browse/UXPROD-527	Cheryl Malmborg	30 minutes	Jan 8, 2024
Oct 5, 2023	Present the poppy feature to the group https://folio-org.atlassian.net/browse/UXPROD-3913	@Axel Dörrer	30 Mins	Oct 16, 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?	Oct 5, 2023
2023-08-31	Expand on the specs for sorting page slips by call number: UXPROD-2683. 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 have expressed interest in this feature.