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2020-05-28 Resource Access Meeting Notes

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Date

Attendees


Discussion Items

TimeItemWhoDescriptionGoals/Info
2minAdministrivia Andrea Loigman
30minDeliveryDelivery fulfillment service pointsReview deck and decide on option and priority of features: https://docs.google.com/presentation/d/1FIzV1P7va_3yX0oLE7XauGPLZHA05NTOFutto_QNybg/edit#slide=id.p
15minItem status sub-groupEmma BoettcherUpdate from the item status groupShare outcomes as described on this page: https://wiki.folio.org/display/AppInt/Item+status+%28item+state%29+subgroup
if time allowsDue datesNot naming/renaming the fixed due date schedule data entry table


Meeting Outcomes

Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Reasoning

Link to supporting materials

Comments

e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
  • Because...
  • Because...
e.g. mock-up, JIRA issue














Notes 

  • Cate - Deliver Requests

    • implemented Q42019, identified gap to specify service point

    • current function is that checking in at any service point checks out item to patron and prompts item to be mailed

    • enhancement is to capture fulfillment service point for delivery requests, other service points place status to in transit

    • need to rank UXPROD-2429

    • would there be an ability to override and check out material from a different service point? Cate believes FOLIO may already support this by simply going to the checkout screen and checking out the "in transit"

    • What about libraries for which the current model does work? Would the enhancement need to be optional? delivery service point is selected at the user record level (either a single one or at the address level). Cate will have a conversation with Donna at Alabama and Simmons to see whether we can find a solution for all or if configuration might be needed.

    • Do we need a setting for a library or system or location level default service point? One that would be used if it's not set at user level? Probably easier to only pick the delivery service point in only one place-Cate

    • It sounds like having fulfillment service point at an address level is needed.

      • staff UI will show all addresses but there is some validation error if address selected does not have a valid fulfillment service point

      • if showing address selection option to patrons via discovery layer addresses that are not set up with fulfillment service point should not display to patrons

      • there should be a validation error if selecting an address for deliver in user record that prompts for fulfillment service point? Yes

    • Simmons model would be that delivery fulfillment could happen from any service point or from the item location's primary service point

    • 5 colleges? is there another use case?

    • how many models are needed? Can any two be combined?

    • Institutions to reach out to: Simmons, Alabama, Lehigh, 5 Colleges (Susan Kimball from 5 College Consortium--sjkimball@amherst.edu)

  • Emma Item Status Subgroup update

    • permissions, etc.

    • custom item status, name, behavior, etc.

    • changing item status from item record-what should and shouldn't be allowed

    • slide deck is linked to from agenda

  • Andrea will try to schedule a time for users group to meet

  • No meeting Monday, will determine if Thursday is implementers meeting or standard meeting forthcoming


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