2026-03-04 Meeting notes

5 min

Note-taking

@Maura Byrne, Aaron Bales

• A top-notch team will take notes today.

50 min

Prioritize Gap list items

@Maura Byrne

• UXPROD-4681 Create a permission to limit display of some user data

  • Limiting address information is important to Chicago and ND.

  • Proposed data to restrict:

    • Address

    • Phone number

    • University ID

    • Birthdate

    • Email

    • Fees or fines?

  • Priority: Medium

• UXPROD-3794 Extend Dashboard app to include User app queries

  • Use cases

    • Inactive users with permissions

    • Expired user records for deletion

    • Missing/Overdue loans

    • Blocked users (max. fines, etc.)

  • Priority: Low

• UXPROD-4915 Open Search in Users

  • Proper record counts are really important, but there’s a workaround in Lists

  • Priority: Low

• UXPROD-4038 Templates for creating User records in the app

  • It would be useful for student workers who might only fill out 2 in a semester

    • Would be better to choose a template, and then be able to select the patron group in the template

  • Olga: Would be useful for our library, doing it by patron group would be good for our library

    • Would like the template to be able to set the expiration date based on the patron group (1 year for community, 3 years for alumni)

    • Doing it by patron group would make it easier to require fields for certain patron groups. 

      • We stop patron loads from banner in spring semester, and so have to create some patron records manually when the banner loads are stopped

  • Priority: Useful for a couple of libraries, but low for most others.

• UXPROD-4161 Ability to choose and display any element in the User search result display

  • For us(Aaron, ND), the email and username are duplicative, so we don’t need both of the columns

    • It might be OK to just eliminate the column instead of replacing it

  • Priority: Low