2025-02-27 Resource Access Meeting Notes

Date: 27 Feb 2025 

Recordings

NOTE: RESOURCE ACCESS SIG USES EITHER ZOOM’S AI NOTES FUNCTIONALITY OR MICROSOFT COPILOT TO PROCESS THE TRANSCRIPT. If you would prefer that we do not use AI any session you attend, we are happy to! Please alert the convener at the start of the meeting.

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

Joseph A Molloy

David Bottorff

Mark Canney

Martina Tumulla

Amelia Sutton

Olga Kalachinskaya

Catherine Descanzo

Tobi Hines

Susan Kimball

Cornelia Awenius

Laurence Mini

sjm567

Discussion Items:

Meeting Notes

🗣️ Discussion Points:

1. Loan Labels and Policies (11:02 - 11:10)

   • Main Topic: Finalizing loan labels and policies.
   • Details:
     • Susan struggled with tracking spreadsheet and ticket comments.
     • Cornelia will assist with labeling and capturing discussion essence.
     • Susan reviewed and commented on tickets post-meeting.
     • Labels: "Intend to Close" or "For Refinement."
     • Ticket: UXPROD-2637

2. Recall Pop-Up Feature (11:10 - 11:19)

   • Main Topic: Discussion on recall pop-up feature.
   • Details:
     • Cornelia clarified the tiny flag next to the due date.
     • Debate on the necessity of a pop-up for truncated due dates.
     • David mentioned past disagreements on pop-up disruptiveness.
     • Ticket: UXPROD-2637

3. Barcode Issues (11:19 - 11:31)

   • Main Topic: Checking out to users without barcodes.
   • Details:
     • Martina shared a workaround for smaller libraries.
     • Discussion on circulation log recording barcodes.
     • David highlighted issues with changing barcodes and circulation logs.
     • Ticket: UXPROD-2637

4. Permission Escalation for Override (11:31 - 11:44)

   • Main Topic: Temporary override pop-up for permission escalation.
   • Details:
     • Thomas suggested using user ID and PIN for authentication.
     • David raised concerns about SSO and university IT policies.
     • Decision to merge similar tickets and refine the broader one.
     • Tickets: UXPROD-1245, UXPROD-2645

5. Loan Rules UX Refinement (11:44 - 11:52)

   • Main Topic: Enhancements for loan rules user experience.
   • Details:
     • Discussion on quality of life improvements.
     • Olga emphasized the importance of keeping the ticket open.
     • Thomas suggested gathering current pain points for future refinement.
     • Ticket: UXPROD-2149

6. Renewal Policies (11:52 - 12:00)

   • Main Topic: Renewing from current due date X days prior.
   • Details:
     • Debate on the necessity of this feature.
     • Joseph highlighted its significance for public libraries.
     • Decision to keep the ticket for further refinement.
     • Ticket: UXPROD-2149

7. Manual Due Date Selection (12:00 - 12:03)

   • Main Topic: Incorporating library closed information into manual due date selection.
   • Details:
     • Discussion on the importance of checking library open hours.
     • Decision to refine the ticket with considerations for warnings or restrictions.
     • Ticket: UXPROD-2149

✅ Decisions Made:

• Loan Labels and Policies: Continue with the current labeling process with Cornelia's assistance.
• Recall Pop-Up Feature: Marked for further refinement.
• Barcode Issues: Acknowledged the need for further refinement and potential new features.
• Permission Escalation for Override: Merge similar tickets and refine the broader one.
• Loan Rules UX Refinement: Keep the ticket open for future enhancements.
• Renewal Policies: Keep the ticket for further refinement.
• Manual Due Date Selection: Refine the ticket with considerations for warnings or restrictions.

📌 Action Items:

• Susan: Continue reviewing and commenting on tickets.
• Cornelia: Assist with labeling and capturing discussion essence.
• Thomas: Refine the permission escalation ticket and gather feedback.
• All Participants: Review the loan rules UX refinement and provide feedback.

📊 Data & Insights:

• Barcode Issues: Highlighted the importance of circulation logs and the challenges with changing barcodes.
• Renewal Policies: Emphasized the significance of renewal policies for public libraries.

🔄 Follow-Up:

• Next Meeting: Monday, showcasing eReserve Plus at the request of the course reserves subgroup.