2023-12-11 Resource Access Meeting Notes

Date

11 Dec 2023

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

Thomas Trutt 

David Bottorff 

Elizabeth Chenette 

Tara Barnett 

Laurence Mini 

Jana Freytag 

Cornelia Awenius 

Cheryl Malmborg 

Leah Anderson

Rocco Labriola

Charlotte Whitt 

Martina Tumulla 

mey 

Susan Kimball 

Discussion Items:

Meeting Notes

• quiz on SIG to be released soon
• no meeting Thursday, last meeting of year Monday

Topics

• Helper features - are there use cases for RA?

• Checklist feature in open access app (not a core app - still in the approval process)

• Jana provided links to recorded session in app interaction SIG

• Jana demo - not related to other features or connected to worflow.

• each checklist item is created individually in settings, all records get all checklist items

• will not be as easy to apply to other apps

• Use cases?

• Susan Kimball - could there be applications in course reserve? hard to understand in open access?

• Tom Trutt-multiple steps in clearing licenses

• David Bottorff - would not be adaptable enough for RA IMO, workflow engine would be more useful

• Tom - idea that apps like this could be exported as libraries so it could be used in multiple places

• Laurence Mini - don't see much use for checklist, info icons more useful (help icons that appear in various contexts) UICIRC-879, 882,883,884? https://folio-org.atlassian.net/browse/UICIRC-879

• History tracking feature

• Tom - something Dennis showed at EBSCO, new pane opens up with more detailed history

• Susan saw it at wolfcon - definitely needed and would use, especially in user records, etc.

• how do you scale it without getting overwhelmed by daily feeds, etc.

• Tom believes that history of changes is kept in LDP/MetadB not directly in FOLIO

• David - I'd want it to capture all actions in Users, including feed

• Martina - orders app has a version history

• David - what is the priority? How many institutions would need/want this who don't use LDP

• Jana- anonymization or turn off due to GDPR

• Inventory

• Requests - record history as opposed to transaction history

• Tom - could this be an addition to the circulation log?

• David - where does the data live?

• Tom - Metadb/LDP should be considered a core part of FOLIO

• Tom-Settings history

• Jana - GDPR issues (tracking productivity of individual through number of records updated, for example)

• Charlotte - captured but only the latest change that you can see

• Susan Kimball - notice problem

• trigger in fee/fine notices for item returned, fee/fine adjusted - this works

• why isn't this happening when items are renewed? no trigger for the notice

• we use circ log to process/report credits, and the notice of renewal doesn't go out

• Does anyone else care?

• Tom - Cornell split in half, one would love it, the other hates it

• David - we don't use it now, but it seems like an obvious gap in the functionality

• Cheryl- does manually adjusting the fine trigger a notice?

• Suggestion to take this conversation to Slack