RA - Loans 3/7/2018

Agenda

Updates (5)

Notes on item records (15)

Loans on user record (20)

  • mockup
  • Closed loans – review changes; discuss fields, actions, permissions
  • Changes to bring open loans and closed lines in line with fees & fines

Change due date (15)

Recap and action items (5)

Notes

Notes on item records

  • 4 overlapping types of notes: public-facing, staff-facing, pop-up on check in, pop-up on check out
  • Implement either through checkboxes (preferred) or being able to duplicate notes
  • Audience for notes needs to be clear to writer
  • Need to discuss workflow for notes displaying at check-in & checkout (can you clear or edit them? Can that be possible, but restricted or otherwise difficult to do?)
  • Having # of pieces display on check-in & check-out instead of duplicating that information in notes would be preferable

Loans on patron records

  • Need to be able to get to check-in location somewhere. If that's on loan details for a closed loan, that suffices
  • "Delete" = anonymize, all-or-nothing (not necessary to go one-by-one)
    • However, need to retain information for fines/fees
  • Clustering related columns together: title & author, all date fields, and call number & location would be preferable over the current order
    • May be possible to change for closed loans but has already been discussed for open loans (not necessary to keep closed loans consistent with open)
  • Having an All Loans display - unnecessary and potentially confusing
  • Search & filter - would be helpful, but doesn't need to happen for V1, as long as all columns are sortable and the data can be exported

Change due date

  • Can be accessed from checkout screen, patron loans, and loan details
  • Discussed possibly adding to item record

Action items & next meeting

  • Emma: revise closed loans & item notes based on discussion
  • Emma: continue revising loans on item record from last week
  • Group: if there are other places to access change due date, let Emma know

Next meeting

  • Friday, March 9, 11am Eastern
  • Meetings March 14, 16 - TAMU members will be out of office and Deb cannot make it on the 16th

Recording

Recording for March 7 meeting