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2020-12-16 Meeting Notes

2020-12-16 Meeting Notes

Owned by Philip Robinson
Last updated: Dec 16, 2020

Date

 

Attendees

Maura Byrne

patty.wanninger

Andrea Loigman

Brooks Travis

Catherine Smith

Monica Arnold

morganm@gvsu.edu

Matthew Harrington

Michelle Suranofsky

Uschi Klute

Amelia Sutton

Philip Robinson

Annika Schröer

Richard Redweik

Nancy Burford

Goals

  • Demo of new Patron Block Template feature ( UXPROD-2269 - Allow for Manual Patron Block description, action and patron message settings Closed )
  • Discussion of Future Patron Blocks https://folio-org.atlassian.net/browse/UIU-1907 
  • Discussion on displaying notes as pop-ups on a User or Checkout record

Discussion items

TimeItemWhoNotes

mod-user-import Department field bug
  • mod-user-import has a bug that couldn’t accommodate the new Department field, in Honeysuckle. Needs a fix.

Patron Block Template demo

Annika Schröer , Richard Redweik

  • From Users > Settings, go to Patron block template. Ex “Reader card lost.”
    • To use these templates - go to a user, create a block, then just select the template whenever that feature is available (not on dev-snapshot yet due to UIU-1910 being in Code Review).
    • Should be ready by early January.
    • Richard: demoed selecting a Block template from the “New Block” screen.
    • The group felt that it will be a very useful feature for streamlining data entry.
  • Reporting on block template codes will also be possible on the back end (for ex., how many people are currently blocked due to a given reason). The Reporting SIG will be informed about this after the release, so LDP etc can report on the templates

Populate Expiration Date feature discussion

Annika Schröer

  • Populates expiration date based on pre-defined offset for patron group
    • An aid for calculating / choosing the right offset date for each group.
    • The UI will provide a hint that an inactive user would be reactivated after you set the date.
    • This feature will soon be ready for testing, the code is being reviewed.

Display note as a pop-up choice

patty.wanninger

  • Discussion of Notes feature to display note as a pop-up choice, in the Checkout app or the Users app.
      • For example, if the Users app is selected, then the note would pop up if you go to the User record.

Iris delayed 'til May 2021


Call for POs due to recent project departures


App Interaction meeting update

Maura Byrne

  • Discussion of impact of deleting User data. For ex, Licenses, Inventory, POs, Agreement records would all be tightly linked to User records. So it could be a data integrity issue, and there's now a discussion of merely deactivating Users and not deleting them. The UM SIG's position is that deletion is still a requirement in some cases. 

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