2023-09-21 Resource Access Meeting Notes
Date
Recordings
Find all recordings here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/ (pw: folio-lsp)
Zoom
https://zoom.us/j/337279319 (pw: folio-lsp)
Attendees
Discussion Items:
Time | Item | Who | Description | Goals/Info/notes |
---|---|---|---|---|
5min | Administrivia | Thomas Trutt | Note taker: Chat: 11:02:33 From Tobi Hines To Everyone: Recording: | |
Limit number of requests per patron |
Meeting Notes
The topic of todays 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.
Points of interest:
- It makes sense to limit the number of open requests a patron can have if they also have a limited number of items they can check out. for example if someone can only have 20 items checked out at once they should be limited to a number of open requests, at or below that level.
- Some institutions prior systems allowed for a limitation of open request:
- When a DVD collection was migrated to one unit requests went through the roof which caused processing issues for staff.
- Olive has very fine grained limitations down to Material type, Loan type, and User type.
- Some patron groups may request a large number of items at the beginning of the semester.
Q: Would a limit at the user type level be enough or is there a need for more fine grained control, at the request policy level?
- There was an smaller interest in the more fine gained control.
- Preference would be for a over arching limit and then later maybe work on finer limits.
- If put in place there seems to be inclination to have it act like check out limits where the user limit can not be surpassed.
- Comments - this was a loophole in some LMS's as patrons could get around the limit by requesting 10 items form each location.
- The fine grained limits would need to include Material type, Loan type, and location; ie be part of the circulation rules to ensure all institutions could use it.
Q: Should there be a limit on the number of request a user can make in a given period?
- There did not seem to be an interest in this as a new feature.
- David mentioned that UChicago does have a written policy they can refer to as needed.
Q: What is considered and "Open" request?
The general consensus was that any request status that was any request status with the term "open" should count against the limit. This did start a side conversation around stale requests and how they are handled; below.
Q: Should front line staff be allowed to override the block? Is this a new permission?
Yes to both. Staff should be able to override the block and the ability to do so should be controlled by a permission.
Old request cleanup:
One topic that surface during the conversation was old or stale request cleanup. This topic was brought up as first a concernt that stale requests could count against patron limits, the second was how libraries are handling stale requests now.
In regards to the user limit, it was quickly decide that this would have to be a limitation of the system or handled via a staff cleanup.
in regards to current cleanup procedures a few needs where identified.
- A way to easily identify 'stale' requests. Theses would be requests that have sat in a specific open status for a long period of time.
- Some libraries are running reports to identify theses requests and cancel them, which leads to point 2.
- There is no way to suppress a cancelation notice to a patron. When libraries do a manual cleanup of old requests the cancellation notices are sent to the patrons.
- Request expiration date: This was part my misunderstanding of the current state of this functionality. It appears that the expiration date is used and acted upon however. Notices are tied to separate event and therefor can be suppressed if a library wishes. There are open ticket around automatically populating this expiration date, currently there is no default value set.
Tickets around request expiration:
-
UIREQ-676Getting issue details...
STATUS
- UXPROD-1628Getting issue details... STATUS
- UXPROD-3539Getting issue details... STATUS
Action items:
Thomas Trutt will write up a new feature to cover the addition of a user open request limit: - UXPROD-4474Getting issue details... STATUS
Future topics:
- Refinement of the request expiration date
- JIRA covering a more granular request limit; based on request policies (low priority)
- Requirements around a stale request report or cleanup system
- Requirements for a 'Do not send notice' function on the cancel request dialog box; julie.bickle