2022-02-09 Meeting notes

• Erin has agreed to take notes today

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. 

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). 

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?