2019-3-14 Resource Access Meeting Notes

Date

Mar 14, 2019

Time	Item	Who	Description	Goals

Time	Item	Who	Description
5min	Housekeeping		Notetaker - @Emma Boettcher Reminder - please let @Andrea Loigman who should represent your institution in a brief conversation about off-site facilities.
15min	Demo - Patron notices	@Darcy Branchini	Demo on notice templates and policies
15min	Patron notices - next steps	@Darcy Branchini	Features planned for patron notices
15min	Manual fees/fines demo	@Holly Mistlebauer	Setup and charges, viewing history and details

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Comments

Demo of templates
- Contact information still to come, and improvements to date/time
- Long list of tokens: is the dropdown menu the right UI pattern for this? List will only get longer as more things (e.g., relating to fees/fines) are added
- Adding different accordions for print and SMS templates (right now only email is supported
Demo of policies
- Fields: Name, triggering events, template used, format, when to send & how often
  - Feedback that a status change cannot be a triggering event - you need to also add a condition to only notify the top person and not the whole queue
- Set up request notices, fee/fine notices & loan notices in same policy
Questions about circ rules: what do the codes mean (each letter corresponds to a different aspect of the rule, like loan type or material type) and what does priority mean (which aspect of the rule is considered first)
Still to come: batch scheduling
- Comment that it would be really nice to send notices for reserve items with short loans (specific e.g. of texted reminders)

Demo of fee/fine owners:
- Fields: owner, description, and associated service points
Demo of manual charges:
- Configure per-owner the default notices
- Table of fines, with the fields fee/fine type, default, charge notice, action notice
- Can clone manual fee/fine charges to use the same table (or same table + edits) for a different owner, or can set owner to "shared" and create fees/fines that are used by everyone
Question: if a shared fee/fine manual charge changes, does it change for everyone? Yes. (If you'd like to maintain it for a few libraries, then you need to add a version of it to the individual fee/fine owner.)
Demo of payment methods
- Configure per-owner a list of payment methods: Name, refund allowed, last updated
- Can also set owner to "shared" here
Straw poll on end-of-list styling: general group feedback is that "end of list" is not necessary, but having the total number (and how many out of the total number are displayed) would be more helpful & accomplish the same thing
Demo of users' open/closed fees/fines and patron blocks
- Debate over whether the link to create a new block should be called "Add" or "New" - strong preference toward having a verb (since otherwise it might seem like one is viewing new blocks) or a + symbol, but "Add" is used in specific contexts when one is adding from an existing list and not creating a new object, so it may not be the verb of choice here