2018-02-08 Resource Access Meeting Notes

Date

08 Feb 2018

Attendees

• Darcy Branchini

• Andrea Loigman

• Tania Hewes
• Anya
• Deb Lamb
• Mark Canney
• Sharon Wiles-Young
• Rameka Barnes
• Wendy Wilcox
• Holly Mistlebauer
• Cheryl Malmborg
• Joanne Leary
• David Bottorff
• Kimie Kester
• William Weare

Discussion items

Notes

Housekeeping (Andrea)

Subgroups

Monday: reserves; sub-groups {revised; see below}

Google Doc:

• What are you doing w/ reserves?  https://docs.google.com/spreadsheets/d/1bIsBiY5yRbUvwyDhOyDmztnmDKFqyOg42OExlPx2SQg/edit#gid=0   
• What do you need from reserves?
• Additional members for sub-groups https://docs.google.com/spreadsheets/d/1pVx1vcX_iLsp4MIJsXTnG1S_mXPUqj1ezeV_o5W77MA/edit#gid=0 

Check-in Screen (Darcy)

Scan barcode + item look-up
Option to process differently (backdating, for example)

Defaults:
Today (date), now (time), this library (location)

• Date/time needs to be now or past only; not future
• System will capture both real time & altered check-in time (back-dated time)
• Is there some notification that user is now backdating?

Alternative screens presented.

Check-in screen listing items

Location discussion tabled

Owner: Does this need to be visible on this screen

Discussion:
Entire row clickable to access item record
OR
Individual clicks for details
OR
The ellipsis

If entire row is clickable, we don’t want to lose current session/screen

Check-in Alerts (Google sheet)
Please add additional concerns.
Perhaps this an opportunity for a one-shot sub-group.

Print slips (Tania)

Kinds of slips needed:

Current list:

• Check-in receipt
• Checkout receipt
• Awaiting Pickup-hold shelf
• Delivery request
• In transit for request
• In transit to go home

What is the definition of slip?
(Slips vs. notifications?)
Things that get triggered at a service point that needs to be printed (or text, etc.); critical for next thing you need to do OR critical for the patron

Others?

• Payment receipt
• Request by department for workflow (ex: repair, reserve, cataloging)

Printing: needs receipt printing capability; printer/paper standards will vary; needs to be configurable

What about paging slips?
This overlaps w/ what we are talking about here; paging requires us to go get item; these slips are at check-in (we have item in hand).

We need to have a separate discussion about paging slips. There will be local preferences (generation of individual slips vs. reports)

Meeting on Monday (some members will be at Midwinter):

• Sub-group formation
• Non-controversial issues, re: slips (Tania)

Meeting on Thursday:

• Conversation, re: reserves