2025-04-10 Resource Access Meeting Notes

📄 Meeting Minutes:

🗣️ Discussion Points:

1. WolfCon Sessions Planning (11:04 - 11:17)

   • Overview: Susan initiated the discussion about finalizing WolfCon sessions, emphasizing the need to brainstorm and submit proposals for workshops and presentations. The urgency was highlighted due to upcoming deadlines and vacation schedules.
   • Workshops: Thomas suggested workshops on permissions and ticket refinement, noting that these topics are crucial for improving workflow and user management. Amelia confirmed UM's interest in conducting workshops on Eureka roles/capabilities, which could include presentations or lab sessions.
   • Virtual Options: Due to budget constraints and travel barriers, Thomas mentioned the possibility of virtual workshops and presentations. This would allow broader participation without the need for physical attendance, addressing issues like restricted library budgets and international travel complications.
   • Session Ideas: Various ideas were proposed, including workshops on circulation features, fees and fines, and in-app reporting options. These sessions aim to provide practical insights and hands-on experience to attendees.

2. Ticket Refinement Workshop (11:07 - 11:10)

   • Details: Cornelia and Thomas discussed the format of a ticket refinement workshop. The workshop could be divided into two parts: the first part focusing on how to refine tickets, and the second part involving interactive sessions where participants break into smaller groups to work on ticket refinement and share their findings with the larger group. This approach aims to foster collaboration and knowledge sharing.

3. Fee Fine Working Session Proposal (11:10 - 11:12)

   • Proposal: Thomas proposed a working session dedicated to fees and fines. The session would explore the current system, gather feedback on its effectiveness, and discuss potential improvements. The goal is to identify shortcomings and brainstorm solutions to enhance the fee fine management process.

4. Technical Setup for Hybrid Meetings (11:13 - 11:15)

   • Challenges: Susan and Cornelia discussed the technical challenges associated with hybrid meetings. They emphasized the need for better setups to facilitate effective communication and collaboration. Suggestions included using room microphones and portable microphones to improve audio quality for remote participants. The importance of optimizing technology for different types of meetings, such as working meetings versus presentations, was highlighted.

5. eReserve Plus Folio Integration (11:15 - 11:17)

   • Presentation: Susan considered presenting on the eReserve Plus Folio integration. She mentioned the need to confirm details with her reserve plus contact to ensure the presentation would be comprehensive and informative. This integration aims to streamline resource access and improve user experience.

6. Boolean Search in Requests App (11:17 - 11:24)

   • Issue: Cornelia raised concerns about the current string search functionality in the requests app, advocating for the implementation of Boolean search to enhance search capabilities. The group discussed the feasibility of expanding Elasticsearch to the requests app to address this issue. The conversation included potential use cases and the technical implications of such an expansion.

7. Request Cancellation Field Requirement (11:25 - 11:29)

   • Configurable Field: The discussion focused on making the additional information for patron field configurable when canceling a request. The group debated the necessity and priority of this feature, considering its impact on user experience and workflow efficiency.

8. Alerts for Change Due Date (11:30 - 11:37)

   • Proposal: The proposal involved adding alerts for items with open hold requests when changing the due date. The group discussed the importance of such alerts in preventing conflicts and ensuring timely returns. They explored different scenarios and settings where this feature would be beneficial.

9. Bulk Overdue Fine Correction (11:40 - 11:49)

   • Discussion: The group debated the feasibility and priority of implementing automated bulk overdue fine correction. They considered the complexity of the feature, its potential impact on workflow, and the technical challenges involved. The conversation included use cases like snow days and the need for sophisticated logic to manage bulk corrections.

10. Pending Fees and Fines Calculation (11:50 - 12:00)

    • Proposal: The proposal involved calculating and displaying pending fees and fines on the user interface. The group discussed the complexity and practicality of this feature, considering its impact on user experience and potential issues with accuracy and communication. They explored alternative solutions and the implications of implementing such a feature.

✅ Decisions Made:

• WolfCon Sessions: Agreed to submit proposals for various workshops and presentations, including ticket refinement and fees and fines.
• Request Cancellation Field: Decided to keep the feature configurable but low priority.
• Bulk Overdue Fine Correction: Proposed to close the ticket due to low priority and complexity.
• Pending Fees and Fines Calculation: Proposed to close the ticket, considering the complexity and potential issues.

📌 Action Items:

• WolfCon Proposals: Susan and Cornelia to finalize and submit WolfCon session proposals.
• Technical Setup: Thomas to follow up on technical setup for hybrid meetings.
• eReserve Plus Integration: Susan to confirm presentation details with her reserve plus contact.
• Boolean Search: Further refinement needed for expanding Elasticsearch to the requests app.

📊 Data & Insights:

• Budget Constraints: Discussion on the impact of budget constraints on travel and workshop participation.
• Technical Challenges: Insights into the difficulties of hybrid meeting setups and potential solutions.

🔄 Follow-Up:

• WolfCon Planning: Follow-up meeting on Monday to finalize WolfCon session proposals.
• Technical Setup: Continued discussions on improving hybrid meeting setups.

🐝 JIRAs:

• JIRA:UXPROD-2733: Feature – Vega refinement.
• JIRA:2458: Unknown – Boolean query search for requests.
• JIRA:2986: Unknown – Request cancellation field requirement.
• JIRA:3016: Unknown – Alerts for change due date.
• JIRA:2972: Unknown – Alerts for change due date.
• JIRA:790: Unknown – Related to requests.