2019-2-4 Resource Access Meeting Notes

Date

04 Feb 2019

Attendees

Discussion tems

Time	Item	Who	Description	Goals
5min	Housekeeping	Andrea Loigman	Notetaker - Deb Lamb
45min	Item states	Emma Boettcher	Item state transitions (bulk and single)	Determine requirements for how states change: understand where Needed For and Process should be applied & how a Process ends.
10min	Call numbers	Andrea Loigman	Where will call numbers need to be shown and what will they need to look like in those locations.	Call number requirements

Meeting Outcomes

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

Because...
Because...

e.g. mock-up, JIRA issue

Item states

Emma Boettcher

Recommendation: separate mechanism for ending a process from Check In

Associate the end of a process with a service point

Disinclined to "touch items twice", but seems preferable over the following:
- Circ staff are responsible for ending processes through Check In; since checking items in can also trigger processes, this would make it unclear whether an item is supposed to be in a process or not
- The system considers items to be shelved or awaiting pickup once the process ends
Need to know where items are coming from if they are stuck in transit

State transitions

Notes

Emma and a day without wireframes: Much discussion about item state transition - ending a process when the item is not needed for anything further. How does this happen? 3 options for ending the process:

Option 1: checking items in ends process
Option 2: End process through separate functions (individual or bulk) – someone else checks it in
Option 3: End process through separate function (individual or bulk)-done, ready to shelve, status = Available

There are processes that are not circ related such as technical services “in process” and preservation. Often circ folks find that other departments are not interested in checking things in for a wide variety of reasons. This can result in circ staff having large amounts of materials to check in to end those processes. We do not want to have to check things in twice. Having the options to do this both on an individual item as well as in a bulk action is the best way. Is there a way to create workflows in collaboration with other units that would result in a more efficient workflow for us all? We agreed that Option 2 is our choice. Andrea and Emma will reach out to Charlotte to see if we can find a way that will make us all happy

2. Call Number display: For next time, please look at the call number document Andrea has started. Emma will post another document with components of call numbers to help us with this exercise, as there were questions about where the call number components come from. What happens if you don’t use LC? Other questions, concerns?