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2019-07-31 Meeting notes

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Date

Attendees

Goals

Discussion items

TimeItemWhoNotes

Generic Users

Generic users (sometimes called dummy users; we will stick to generic) are users in the system who are not actual people.

Erin brought this up a few months ago, but it appears none of the possible needs made it into Jira.

Use cases

  • internal departments and workflow (this book is in Preservation; it's on loan to Preservation User)
  • external customers and visitors (this book is being used by a local high school; it's on loan to Local High School User)
  • interlibrary loan (this book is loaned to Yale through an ILLiad request; in the ILS it's on loan to Yale ILL)
  • test users (self-explanatory)

Review GUI and specific needs.

  • All libraries have a need to keep contact info for departmental accounts (e.g., who do I call at the borrowing library if there is a problem). 
    • Decision: we can use the Notes field, when implemented, to capture that information.
    • Contact information fields could also be used for address, notification email, etc.
  • Notices - we may want them to not be delivered or be delivered in different ways.
    • Almost all of us would send notices to email. 
    • Patron group could be used for these types of accounts if different types of notices are desired.
  • Tags are also an option for use (they are searchable, not connected to any workflow)

General GUI question - username/password

  • Can the username / password field on the patron record be used to give patrons access to their account info
    • Field is intended for operator accounts, not patrons. Could potentially be used? But you would still need an OPAC / Discovery layer in between. Patron logging into FOLIO, with no permissions on their account, would not go anywhere.

Patty: this is a good example of something we can use for test cases and documentation, in a bug fest environment. Let's plan to do that.

Consensus: there is nothing listed here that would require a new feature request.

Andrea would like to go back to RA to review this discussion to make sure nothing was missed. Erin and Jana also sit on RA, so they will have that discussion and bring anything new back to UM.


Field requests for the user record - deceased, department

There are Jiras for a number of fields that we have asked about.

Deceased Field

  • Is a field really needed for this. What are the use cases
    • If someone passes away, you want to know and be able to do things with their record. Record may or may not expire immediately. 

Action items

  • Erin and Jana will follow up with RA about block notices feature request
  • Erin, Jana and Andrea will follow up with RA about the generic user discussion and Erin and Jana will bring back any feedback to UM.
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