2024-09-19 Agenda and meeting notes

Attendees:

@Nina Morgenstern @Andreas Mace @Uschi Klute @Jana Freytag @Stephanie Buck @Anne Ekblad @Thomas Trutt @Kajsa Bäckius @Cornelia Awenius @lisa perchermeier @Niels Erik Nielsen @David Bottorff @Amelia Sutton @Anja Kakau@Charlotte Whitt

Section 2: Routing, notices, and slips (Continued)

Discussion Items:

Administrative topics
- Wolfcon session - Reading Room Circulation (Tuesday, September 24, 4.30)
Are any additional slips needed
- Return receipt
- staff slips for Reading room circulation
Advanced layout options
Additional email options.

Meeting notes:

Overview

The Working Group Meeting held on September 19, 2024, focused on preparations for the upcoming Wolfcon, discussing both logistical arrangements and session planning. The group agreed to a hybrid format for the Wolfcon session, with Thomas tasked to create slides and explore the reading room circulation concept. Further discussions included developing additional slips for reading room functionalities, standardizing workflows, and customizing slip layouts, including the potential for printing by shelving location. The need for return receipts, especially for German libraries, was acknowledged, alongside considerations for accessibility in advanced layout options. Action items were assigned to Thomas, who will prepare necessary materials and mock-ups for the next meeting on October 3.

Notes

🖨️ Wolfcon Session Planning (07:38 - 15:55)

Group decided to make the session hybrid
Thomas offered to create slides for the session
Agreed to focus on introducing the reading room circulation concept
Discussed potential for gathering input from attendees

📄 Staff Slips and Tokens (15:55 - 25:10)

Discussed need for additional slips for reading room functionality
Considered creating new request type tokens for pick slips, hold slips, and email notices
- These tokens would allow for customized messaging on printed slips and email notifications based on the request type.
- Implementing these tokens could streamline workflows and improve clarity for both staff and patrons regarding the nature of requests.
Decided to keep one workflow instead of creating separate ones

🔧 Layout Options and Customization (25:10 - 37:44)

Discussed need for customizable slips by service point
- Customizable slips by service point would allow libraries to tailor printed materials to specific workflows and patron needs.
- This feature could enhance efficiency by ensuring that the correct information is displayed for different types of requests, such as reading room circulation versus general holds.
- Implementing this customization could improve user experience by providing clearer instructions and information relevant to the specific service point, reducing confusion for both staff and patrons.
Considered adding tokens for specialized text on slips and emails
Explored possibility of printing slips by shelving location

📝 Return Receipts and Emails (37:48 - 48:38)

Discussed need for return receipts, particularly for German libraries
Agreed that return emails should only be sent on final return to stacks
Considered different use cases for return notifications

🎨 Advanced Layout Options (48:38 - 59:07)

Discussed need for advanced layout options, including tables and columns
Considered accessibility issues with complex layouts in emails
Thomas to create mock-ups of UI for next meeting
Planned to discuss check-in UI at next meeting on October 3

Action items

@Thomas Trutt

Create slides for Wolfcon session and share in RA slack channel (12:30)
Create mock-ups of UI for request type tokens and layout options (57:26)
Prepare mock-ups of different check-in UI techniques for next meeting (58:41)

Mockups

Staff Slip Editor w/ Table layout option

Request type token settings page

Resource Access