2020-04-27 Resource Access Meeting Notes

Date

27 Apr 2020

Discussion Items

Time	Item	Who	Description	Goals/Info
2min	Administrivia	Andrea Loigman		Notetaker - Elizabeth Chenette Take a look Holly's video on using manual fee/fine charge table
20min	fines/fees	Holly Mistlebauer	Refunding fees/fines process	Understanding of how the amounts should be handled for round 2 implementers. Create sub-group for accounting going forward.
20min	Requests	Cate Boerema (Deactivated)	Request handling when item is marked Declared lost, Withdrawn or Missing	- What should happen when an item that has one or more open requests on it is Declared lost, Withdrawn or Missing? - Current behavior is that the Request status becomes "Open - Not yet filled" - But what then happens to those requests? How does the staff know to cancel them or move them? - Deck for discussion: https://docs.google.com/presentation/d/1T6D4W3tfswLnyrd61LWPHNcOFVL82-T5JA8CZBssPwk/edit?usp=sharing - Goal is to answer questions in deck
20min	MVP	Holly Mistlebauer	Discuss RA related MVP slippage	PO MVP Feature Status

Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Reasoning

Link to supporting materials

Comments

e.g. loans, fees/fines

Name

e.g. Q4 2018, Q1 2019

Clearly stated decision

e.g. mock-up, JIRA issue

Requests

TBD

If you mark an item declared lost, claimed returned, missing, withdrawn and there are open requests on the item:

There should be a popup letting you know
There should be a link to the requests app (pre-filtered to show the relevant request(s))
You can then move the request to another item or cancel it
You can also use the requests csv report periodically to check for items with status declared lost, missing etc with open requests to catch any that might have been missed in this process

Requests

Delivery requests side bar convo:

Delivery requests have no service points (they have requester addresses)
When you check in a delivery request at any service point:
- The system prompts you to check the item out to the requester
- If you decline to do that, the request will stay in "Open - Awaiting delivery"
There is no notion of In transit for a delivery request
There is no notion of a delivery request fulfillment service point -
It sounds like folks would like to have the request status In transit until it gets to a fulfilling service point and, only when it gets there, to have the check in trigger check out to the requester
This would likely require flagging service points that can do delivery and some way of knowing which items should go to which delivery service points for fulfillment?
Cate will put this topic on the RA SIG agenda document for future discussion

Holly Mistlebauer -

Fine/Fees Refund Button - Discussion on whether or not to remove the "Refund" button on the Fines/Fees history page. Should the "Refund" button be treated the same as the "Error" button which is used selectively and only available in ellipses. Holly asked how many libraries do refunds on a regular basis. Some libraries do give refunds on a regular basis. Question asked if access to do refunds can be set in permissions to allow designated staff to handle refunds.
Manual Charges for Fines/Fees - Discussed need to identify manual charge fee/fine type for actual cost for developers and the need to add "Default" for Fee/Fine types using default notice(s). Through lengthy discussion it was determined that Holly will develop a demo to show at the next meeting to show how the table works.
Refunding fees/fines impact on Fee/Fine Details - Discussed refunding for two types of transactions, refund to the patron and a Bursar refund. Suggestion made to change wording of "refund" to "credit" to show amount credited to the patron or to Bursar. Concerns expressed on how the credit will show on the patrons account in the end. Holly will update for the MVP version and present changes at the next meeting.

Cate Boerema -

Request handling when item is marked Declared lost, Withdrawn or Missing - Discussed impact of these statuses on requests. Cate listed a set of questions that she would like the group to answer. Andrea asked everyone to review set of questions and be ready to discuss at the next meeting.