2024-01-25 Resource Access Meeting Notes - Override options for requests

Date

Jan 25, 2024

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

@Shirley Moentnish 

@Cornelia Awenius 

@Jana Freytag 

@Erin Weller 

@Magnus Andersson 

@Aaron Neslin 

@Karen White 

@Mark Canney 

@Nina Morgenstern

@Olga Kalachinskaya

@lisa perchermeier 

@Dwayne Swigert 

@Tobi Hines 

@Robert Heaton 

@Laurence Mini 

@Anne Ekblad 

@Kimie Kester 

@Martina Tumulla 

@Amelia Sutton 

@mey 

Discussion Items:

Meeting Notes

Override options for requests

• Enhancing FOLIO to provide the option to overwrite. standpoints: title, item and patron group 

• UXPROD-2689 Enable Request Policy to Determine Allowed Pickup Service Points

• Point of request overwrite – failure of request, patron group policy could prevent requests

• UXPROD-2649 Request: Allow Override of Request Policy Prevented Request

• UXPROD-2690 Prevent Local Page Requests

• UXPROD-2694 Request: Allow Override of Prevented Pickup Service Point

• In each of this story needs to have an audit trail and log – that this was overwritten on behalf of

• Relevant but older tickets – need of enhancement and current requirements

• Discussion about priority needed

• New request form

• Needs to be clear for librarians what will be overwritten

• Maybe button staff overwrite

• Maybe underneath the drop down message

• Open up the new requests form – button for staff members, behavior of form would be different 

• Possible use case working at service desk – overwrite the request type or pickup service point

• Collecting use cases for overwrite

• Overwrite should be tied to a permission

• Tobi (chat): I think we would want everyone except student staff

• Shirley (chat): Only staff supervisor should be able to do this.

• Cornelia: page a non requestable item – as an exception (on the shelf, but not able to be circulated)

• Magnus: only use cases – staff requests for another library, which is not requestable – item level requests

• Question: item or title or both?

• Thomas: item level basis – worth checking if it is doable for both, otherwise item

• Jana: all requests forms – consistent though FOLIO for all kind of requests

• Cornelia: item level requests has more priority

• Anne: regular queue - no lower or higher priority than other request

• Cornelia: still possible to sort

• Thomas: new feature high priority once placed at the top of the queue – separate new feature request

• Anne: Need to understand the nuances material type vs. item type vs. request type

• Permission to overwrite in Check-out

• Olga: jira ticket, which allow check-out if there is a request on it

• Thomas (chat): Correct there is an open ticket for that override
  https://issues.folio.org/browse/CIRC-460
  https://issues.folio.org/browse/UIU-183
  Main feature: https://issues.folio.org/browse/UXPROD-2054

• Olga (chat): Here is the JIRA ticket that I was talking about: "UXPROD-2733 Override non-requester checkout"

• Magnus: Notices? How should it work? Awaiting pickup

• Cornelia: could set up notice policies

• Laurence (chat): Could the circ rule non-requestable-ness be made override-able, but not the logic around certain item statuses being non-pageable (etc.) not be override-able?

• Overwriting circ rules not overwriting item status

• Magnus: holds on items that are lost

• Shirley (chat): I think declared and aged to lost are not request able. Also, we do not allow reserve items to be requested.

• Karen (chat): I agree on the ability to put a hold on ages to lost items

• Shirley (chat): We bill ours very quickly after aged to lost.

• Olga: we are interested to requests age to lost item – our items age to lost after 3 days and items are then returned

• Laurence (chat): Circ log has filter 'checked out through override', might want to add filter 'requested through override' if this is made possible.

• For other discussion concentrate on overwrite circ rules first and item level first

• Let us know about other use cases for overwriting requests via slack