2022-02-09 Meeting notes

2022-02-09 Meeting notes

Date

Feb 9, 2022

Attendees

  • @Maura Byrne

  • @Erin Weller 

  • @Uschi Klute 

  • @Amelia Sutton 

  • @patty.wanninger 

Goals

  • Lotus demo

    • Custom Fields

    • Preferred First name

  • UXPROD-242

Discussion items

Time

Item

Who

Notes

5 min

Note-taker

Erin

  • Erin has agreed to take notes today

20 min

 Lotus demo

Patty

Custom fields

  • It is possible to configure a custom field as an ID to circulate with using Settings/Circulation

  • So long as the custom field is a text field, you can search it in the keyword search in the User app. 

  • We can create a custom field with clickable options (example was Men's Book Club and Ladies' Book Club). These will appear as a filter to choose from in the User app. 

  • This feature will be released in Lotus. 

 

Lotus demo

Patty

Preferred first name

  • Preferred name is now showing up in any place where the patron's name pops up (requester, check out, etc). Yay!

  • The full name including preferred name will show in the User search (includes the legal name in parenthesis). 

20 min

UXPROD-242

Patty

Patty walked through this Issue, because it's been stalled.

  • We need to flesh out user stories, so we can get mockups.

  • Homework: Take a closer look at the ticket, and also at the google doc linked there.

    • Prepare use cases, if this would be useful for your library.

    • Take a look at UIU-530 and review the "potential protected fields" - is this what we want? 

    • What would we need for requirements?

Action items