2025-05-08 Resource Access Meeting Notes

📄 Meeting Minutes

🗣️ Discussion Points:

1. Introduction and Agenda Overview (11:02:55 - 11:06:50)

   • Discussion: Susan opened the meeting, allowing a few minutes for attendees to join. Thomas shared his plan to move fees and fines out of the user interface into a separate space within Folio, similar to how requests are handled.
   • Proposal: Thomas suggested that loans could also be abstracted out to restrict patron information access while still allowing staff to see if an item is checked out.
   • Decisions Made: It was agreed to discuss this further in the next meeting on Monday.

2. Review of Fees and Fines (11:07:16 - 11:16:47)

   • Overview: Susan shared her screen to review fees and fines, starting with UXProud 499.
   • Discussion: The team discussed the functionality of transferring fees to a collection agency and whether this was still relevant. Thomas noted that this functionality is now redundant as it can be tracked within Folio.
   • Complications: There was confusion about the difference between transferring to a bursar and a third party.
   • Decisions Made: It was decided to close jira:UXPROD-1858 and jira:UXPROD-499 and create a new jira:UXPROD for a smaller piece of functionality related to processing fees.

3. Claim Returned Process (11:16:47 - 11:20:47)

   • Discussion: The need for tracking searches in the claim returned process was discussed. Thomas mentioned that this functionality was included in his app proposal.
   • Proposal: It was proposed to refine this further rather than closing it.
   • Decisions Made: The team agreed to keep this for further refinement.

4. Replacement Copy for Lost Items (11:20:47 - 11:22:46)

   • Overview: The functionality for accepting replacement copies for lost items was reviewed.
   • Discussion: Cornelia noted that this functionality was almost ready and had been worked on before Holly left.
   • Decisions Made: It was decided to keep this functionality as it is and mark it as ready for development.

5. In-App Report for Fee Fines (11:22:46 - 11:29:30)

   • Discussion: The need for an in-app report to monitor overrides in fee fines was debated. Thomas noted that this functionality already exists in the circulation log.
   • Decisions Made: It was decided to close this jira:UXPROD as the functionality is already covered.

6. Currency Settings for Fee Fines (11:29:30 - 11:35:38)

   • Discussion: The team discussed the need for implementing currency settings for fee fines. Jana noted that this was an old request and might not be necessary anymore.
   • Decisions Made: It was decided to mark this jira:UXPROD as intended to close.

7. Temporary Login for Supervisors (11:35:38 - 11:39:02)

   • Discussion: The need for a temporary login for supervisors to complete transactions was discussed. This was linked to jira:UXPROD-1245.
   • Decisions Made: It was decided to flag this for further refinement and link it to jira:UXPROD-1245.

8. Patron Blocks (11:39:02 - 11:44:14)

   • Discussion: The team discussed the need for more granular patron blocks, such as blocking specific libraries or material types.
   • Proposal: Thomas proposed creating a new jira:UXPROD for more granular automated blocks and linking related jiras to it.
   • Decisions Made: It was decided to create a new jira:UXPROD-5296 and close the related jiras.

9. Integration with Online Payment Systems (11:53:07 - 11:55:52)

   • Discussion: The need for integrating online payment systems for fees and fines was discussed. Robert mentioned that a library had inquired about this functionality.
   • Decisions Made: It was decided to flag this for further refinement.

10. Scrubbing Loan and Item Information from Fee Fine Records (11:56:00 - 12:00:01)

    • Discussion: The need to scrub loan and item information from fee fine records was discussed. Thomas noted that this was a legal and data privacy issue.
    • Decisions Made: It was decided to keep this for further refinement.

✅ Decisions Made:

• Discuss fees and fines interface in the next meeting.
• Close jira:UXPROD-1858 and jira:UXPROD-499, create a new jira:UXPROD for processing fees.
• Keep claim returned process for further refinement.
• Mark replacement copy functionality as ready for development.
• Close in-app report for fee fines jira:UXPROD.
• Mark currency settings jira:UXPROD as intended to close.
• Flag temporary login for supervisors for further refinement and link to jira:UXPROD-1245.
• Create a new jira:UXPROD-5296 for more granular patron blocks and close related jiras.
• Flag integration with online payment systems for further refinement.
• Keep scrubbing loan and item information from fee fine records for further refinement.

📌 Action Items:

• Thomas to create a new jira:UXPROD for processing fees.
• Cornelia to mark replacement copy functionality as ready for development.
• Thomas to create a new jira:UXPROD for more granular patron blocks and link related jiras.
• Robert to gather more requirements for online payment system integration.

📊 Data & Insights:

• The discussion highlighted the need for more granular control over patron blocks and the importance of integrating online payment systems.
• The team recognized the redundancy in some functionalities and the need to streamline processes.

🔄 Follow-Up:

• Next meeting scheduled for Monday to discuss the fees and fines interface.
• Follow-up on the creation of new jiras and marking functionalities as ready for development.

🐝 JIRAs:

• jira:UXPROD-1858 – Duplicate functionality for transferring fees to a collection agency.
• jira:UXPROD-499 – Duplicate functionality for transferring fees to a collection agency.
• jira:UXPROD-1245 – Temporary login for supervisors.
• jira:UXPROD-5296 – More granular automated blocks.