2019-05-17 User Management Meeting Notes

Maura requested a new Product Owner for the User Management SIG during a recent PC meeting.  

The request will be discussed at the next Exec. Council meeting

We wondered who is documenting our gaps and missing features?  Maybe Tania before her assignment ends?

There are no specific User management meetings scheduled during the June Face-to-Face meeting.  Meetings of interest for members of this group:

• circulation functionality review session
• session on searching & sorting
• permissions discussion

FOLIO Face-to-Face Meeting - June 17-19 - DRAFT Agenda

FOLIO working meeting 2019

Discuss Post:  Permissions setup - which permissions to restrict from users → Start thinking in broad terms about what do we absolutely want to restrict

• 842 permissions in Q1 release!
• Thinking about permissions needed to perform a function (e.g. checkout→ view patron, maybe update patron, create loan)...trying to keep things as simple as possible

Critical:

• Describe permissions well so we understand what they do & effects
• Understand how permissions sets are defined.  They are supposed to simply permissions

"View" Permissions control the display of the Apps.  

Typical restrictions

• personal info
• money (how much we pay for x)

Each institution will probably have similar concerns.  This group can share best practices.

Discussion points:

• restrict global settings 
• restrict granting permissions
• how do we restrict settings?
• restrict override functionality
• we need a higher level understanding of permissions ACROSS modules & how they fit with each other in workflows

REALLY important that permissions are described well!  Critical for implementations and help documentation.  Permission descriptions have to be fluent & understandable.

Tania will be wrapping up PO work by June 30th...hoping for transition time with the new PO.  (this is unknown though)

*Thank you Tania for the time you spent working with this group!