WEBVTT

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Thomas Trutt: Zoom changed its interface again.

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Susan Kimball: Hello, everyone.

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Thomas Trutt: Hello.

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Susan Kimball: How's everyone faring?

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Scott Peterson: Yeah, doing okay. We went from 16 degrees on Monday, going to be almost 80 today.

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Susan Kimball: We're in the opposite direction, but yeah, similar.

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Scott Peterson: They set the weather by a roulette wheel.

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Susan Kimball: It feels like that, doesn't it?

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Cornelia Awenius (UB Mainz): Do you feel better, Susan?

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Susan Kimball: Ugh, do not feel better.

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Cornelia Awenius (UB Mainz): Thank you, Cordell.

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Susan Kimball: I'm sorry. Yeah, I've been… I have been very… I mean, it's… did people just say just a cold? It's just a head cold, but oh my god, yes, I'm really in… in the worst of it. But I'm here today, this is my first day back after I worked half a day remotely yesterday, but…

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Susan Kimball: I caught up on lots of TV shows on Monday and Tuesday, so that was good. But I wish I felt better. I'm here, though. It's gonna be a short week, and I just gotta power through.

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Susan Kimball: But you guys get to see my face. Everyone here gets to see my mask, so…

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Susan Kimball: All right, so, we are…

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Susan Kimball: Continuing our ticket review, we are up to… Let me see… ticket number… what did I say? 2650…

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Susan Kimball: 6.

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Susan Kimball: So… I am going to…

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Susan Kimball: do what we usually do and share my screen. I'm trying to think if I have any announcements between… before that. I guess I will say that on…

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Susan Kimball: Monday, not this Monday, next Monday now, we will be doing…

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Susan Kimball: we hopefully will have a little time to look at our description, but I was also able to get, Martina from

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Susan Kimball: Which… Which sig is she from, Cornelia?

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Cornelia Awenius (UB Mainz): ERF?

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Susan Kimball: Acquisitions? Okay.

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Susan Kimball: And she's gonna come, and we've been talking about getting her to come and talk to us about how they've done the prioritization process in the acquisition SIG, which was now, like.

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Susan Kimball: a year… more than a year ago? Year and a half ago?

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Susan Kimball: our plan was originally to do this ticket review, and then to have… then to talk about prioritization. We didn't think it was going to take us a year and a half, but here we are, still doing ticket review, because we have so many tickets.

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Susan Kimball: But I think it's now time to think about how…

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Susan Kimball: To start hearing about how others have done the prioritization of their features.

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Susan Kimball: and how we might learn from that, and maybe adapt it to how… to our environment, what we… what we have. So, we're gonna hear from Martina on…

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Susan Kimball: Monday?

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Susan Kimball: And we'll be able to ask her questions about how that went, and then we'll be able to figure out

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Susan Kimball: As we approach the end of this process, what is… what is our prioritization going to look like going forward?

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Susan Kimball: So that is the plan for Monday, and hopefully folks can make it there.

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Susan Kimball: But for now, let's look at our… Tickets, so we have,

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Susan Kimball: for the folks that haven't been here before, Cornelia updates our spreadsheet, which is linked, you can follow along at home, it's linked in the agenda. And then the link to all remaining RA-related tickets is a JIRA search.

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Susan Kimball: Or filter that… Kalila made for us.

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Susan Kimball: And while… I don't know what Cornelia was doing, but she discovered a few others that didn't seem to be in this list, so…

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Susan Kimball: When we're done with this, we may have to do a little bit more trolling to find out if we've truly gotten all of our…

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Susan Kimball: all of our tickets that are related to RA.

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Susan Kimball: Alright, so, Cornelia's gonna update the spreadsheet, and she will also update the…

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Susan Kimball: I can't get my… grab my thing here. She's also going to update… the, tickets themselves.

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Susan Kimball: And I will share my screen, which is where?

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Susan Kimball: Here it is.

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Susan Kimball: Alright, so do people see this?

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Susan Kimball: 25… 2656… Configure whether comments are required on loan actions? Alright.

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Susan Kimball: So, let's take a look at this one.

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Susan Kimball: So some actions in loans require comments, so when you do overrides for checkout or renew.

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Susan Kimball: Claimed, returned, or declared lost. Those all require a comment.

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Susan Kimball: This feature would allow that to be configurable, so that you could comment

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Susan Kimball: Could be either required or not.

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Susan Kimball: That would be… make it comparable to how it is within the fees and fines area.

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Susan Kimball: Any thoughts about whether or not this is still… necessary, needed.

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Susan Kimball: desired.

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Scott Peterson: I can see some institutions wanting it. However, a really substantially slow thing, operations down at a circulation desk, and how often people need to go back and verify the comments. But it'd be more of a local institutional issue, so I'd say if it would continue, it'd be a low priority.

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Susan Kimball: Yeah.

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Susan Kimball: There's no way to turn them off right now, or to not require them right now.

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Susan Kimball: So, that could potentially, if it were optional, at the tenant level, then potentially it could speed things up.

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Susan Kimball: Okay, it looks like… hmm… It probably needs more refine… oh, it's open!

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Cornelia Awenius (UB Mainz): It does need a lot more refinement, but I think where should the setting go, and stuff like that… Right, yeah. …needs to be clarified.

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Susan Kimball: Okay.

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Susan Kimball: All right, well, let's leave it for further refinement.

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Susan Kimball: This one is blocked currently.

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Susan Kimball: Request. Allow override of prevented pickup service point.

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Cornelia Awenius (UB Mainz): Yeah, that's connected to the one I mentioned that isn't on the list, and I don't know why.

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Cornelia Awenius (UB Mainz): It's, it's linked. It's…

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Susan Kimball: one of these.

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Cornelia Awenius (UB Mainz): 26… bleh.

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Cornelia Awenius (UB Mainz): Wait, it's 2649.

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Susan Kimball: Oh. Is it linked down here?

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Susan Kimball: Yeah. Oh yeah, allow override of request policy.

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Susan Kimball: Oh, so that's… that's one we definitely have wanted. So this one is similar, except that it is…

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Susan Kimball: Based on its… The pickup service point is prevented.

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Susan Kimball: So this is more the… I mean, it's a similar override, but it's a very… it's a more detailed…

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Cornelia Awenius (UB Mainz): Yeah, the other one overrides the request if it's not allowed by policy, and this one overrides this pickup service point if it's not allowed.

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Cornelia Awenius (UB Mainz): Bipart, no.

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Susan Kimball: So it seems… similar, but it's blocked because the other one isn't. Is that what it's blocked by?

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Cornelia Awenius (UB Mainz): It's blocked by prevent local page requests, that's 2690.

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Susan Kimball: zero, okay.

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Cornelia Awenius (UB Mainz): But that's… yeah, that's similar. It might be… if we have the evidence for 9, it might not be really needed.

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Susan Kimball: Or no.

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Cornelia Awenius (UB Mainz): No, it's the other way around. It's similar to the one we already have to enable request policy.

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Cornelia Awenius (UB Mainz): do…

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Cornelia Awenius (UB Mainz): determine a load, pick up service points. It's like an abbreviation of this one, so that you just… so you don't need to click all the service points you want, but just can say no… no locals.

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Susan Kimball: Oh, I see. Local, as in, like, you can't page your own. I mean, like.

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Cornelia Awenius (UB Mainz): Yes.

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Susan Kimball: will not page for your own users. Gotcha.

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Susan Kimball: Yes, we…

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Cornelia Awenius (UB Mainz): Yeah, for your, for your location. For your location.

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Susan Kimball: That makes sense. Okay, but that… it's interesting that…

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Susan Kimball: That's interesting that the local page request is a blocker for this one.

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Cornelia Awenius (UB Mainz): It is not really.

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Susan Kimball: Yeah, I don't understand.

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Susan Kimball: That would block… that functionality would block…

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Susan Kimball: this, but who knows? I understand why 4-9… or 8-9 would, but…

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Thomas Trutt: The amount of…

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Susan Kimball: That would just get developed.

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Thomas Trutt: Kate might have just did that because she was thinking that she wanted to do this after.

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Thomas Trutt: Prevent local page requests, thinking that that would be the reason why you would need to override it, was to allow a local page request.

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Susan Kimball: Gotcha.

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Thomas Trutt: And that's why she's set up as a blocker.

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Susan Kimball: That makes sense.

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Susan Kimball: Alright.

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Cornelia Awenius (UB Mainz): isn't really, because, I mean, the other one, like,

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Cornelia Awenius (UB Mainz): determine allowed pickup service point. That was a blocker, but now that we have that, and we've been having that for, like, 3 years or what… Yeah.

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Cornelia Awenius (UB Mainz): This would be… very much needed. And we talked about those two…

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Cornelia Awenius (UB Mainz): with Anne, I think, 2 or 3 times, but, nothing happened.

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Susan Kimball: Yeah.

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Cornelia Awenius (UB Mainz): It still needs more refinement, but we have…

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Cornelia Awenius (UB Mainz): we were going forward, we had some ideas about this, and it's all somewhere in the notes, and I sent it to Anne, but yeah, it's not assigned to a team, so…

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Cornelia Awenius (UB Mainz): That's why it gets lost in the discussions properly.

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Susan Kimball: Do you think it still needs refinement?

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Scott Peterson: Would this be for requests that are done in the request app, or through the locator webpack? I'm assuming it'd be done through the… through a folio, where you'd have to just be able to place requests out of an override on it.

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Scott Peterson: Yeah.

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Scott Peterson: I'm wondering if it'd be simpler to have a designated, like, an office delivery service point. But again, would be, like, if you have that available, how do you keep people who are not, certain patron groups from using it?

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Scott Peterson: So I'm kind of like… I see used to it. I guess being more like the libraries field, they would have a need for it.

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Scott Peterson: I'm just thinking, again, it's more complexity, and how likely or often would this need to come up as an issue where someone who normally would not need an office delivery would not require it?

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Thomas Trutt: I think it will come up more the more that you utilize the restricting of service points by CERC rules, or pickup locations by CERC rules. So if you have open service points where anyone can request anything to go to any service point, I don't think this will come up.

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Thomas Trutt: But once you start adding those restrictions, like you were saying, like, you have a certain patron group that can only get office deliveries.

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Thomas Trutt: We have ran into…

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Thomas Trutt: situations kind of like this, and even then, we didn't use it that much. It was… we had people that were blocked from doing

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Thomas Trutt: we called it faculty office delivery. They were blocked from doing faculty office delivery, because in the system, they weren't marked as faculty, but they actually were, so staff could go in and place a request… had to go in and place a request for them, because they weren't able to do it through the OPAC.

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Thomas Trutt: In those cases that we would have needed this, but we no longer do that service, and even when we did, that was a very, like, edge case.

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Susan Kimball: Alright, so it looks like this one needs a little more refinement.

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Susan Kimball: Cordelia, so let's put that on.

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Cornelia Awenius (UB Mainz): Should we… would it be possible to assign this to a development team so it doesn't get forgotten again?

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Thomas Trutt: It would, this would probably be Vega.

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Cornelia Awenius (UB Mainz): So, I'm going to assign both of these tickets to Vega and put further refinement.

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Susan Kimball: Cool.

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Susan Kimball: Thank you.

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Susan Kimball: Alright, Bulk APIs for Circulation Storage Module. This one is open.

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Susan Kimball: Which, in theory, means it's ready to go.

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Susan Kimball: Oh, this is about migrations, right?

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Thomas Trutt: It is, but this is potentially work that would have to… that could or should be done.

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Thomas Trutt: or… Walk at it.

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Thomas Trutt: Once it hits circulation.

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Susan Kimball: You think it would scale to my full migration?

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Thomas Trutt: I mean, yeah, I mean, usually when you do a bulk API, you can send

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Thomas Trutt: Either a hundred or a few hundred.

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Thomas Trutt: requests at a time. It'd be still faster than doing individual, but…

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Susan Kimball: Oh, there's a whole bunch of

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Susan Kimball: Related… oh, these are all related. Those are all…

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Thomas Trutt: Yeah.

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Susan Kimball: Build on this, okay.

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Susan Kimball: Alright.

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Thomas Trutt: How old is this ticket?

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Susan Kimball: 2020, most of these are… Yeah, October 2020?

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Thomas Trutt: I'm wondering if there's even really a pain point anymore, for migrations.

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Thomas Trutt: Perfect.

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Susan Kimball: Yeah.

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Thomas Trutt: Other ways around that.

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Thomas Trutt: I mean, in general, I think that a lot of the places in folio should have bulk APIs. It's just tricky, because how you handle the responses.

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Thomas Trutt: Or how you… how the response is generated, but…

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Susan Kimball: Yeah.

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Susan Kimball: Do you think this one needs more refinement, or do you think it's…

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Susan Kimball: It looks like it's already been written up, including the… Cirque stores that are related.

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Thomas Trutt: I don't think it does. Okay. It looks okay for me.

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Susan Kimball: Alright, let's put this as ready for dev. Again, it may not get prioritized.

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Susan Kimball: But I think all of us that have implemented it are like, yeah, we don't need…

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Susan Kimball: It's already been done. Or a vendor does it, or whatever, but…

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Thomas Trutt: We're also supposed…

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Susan Kimball: Just to be thinking about future libraries also.

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Thomas Trutt: And Ian is a Chrome Pro vendor.

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Susan Kimball: Yeah, yeah.

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Thomas Trutt: It does migration, so…

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Susan Kimball: Yeah, exactly.

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Thomas Trutt: I was vendor, migrator.

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Susan Kimball: Exactly.

169
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Susan Kimball: Alright, this one… the next one looks similar, maybe also from Ian, yeah.

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Susan Kimball: So this is about, can you migrate the fee fines?

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Susan Kimball: Oh, and ready for dev. Alright, so this one's in the same basic boat.

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Susan Kimball: Cool.

173
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Susan Kimball: Alright.

174
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Susan Kimball: 2747. This one is also open.

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Susan Kimball: Oh, this is part of the… this was part of the reserves review.

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Susan Kimball: So this one's already been looked at, it looks like.

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Susan Kimball: Yeah, this one is a syncGIG of the data across.

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Thomas Trutt: I don't know why it's on our roadmap, though.

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Susan Kimball: Reviewed… so it was reviewed and rigged.

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Susan Kimball: So I think this one's okay. We could either just leave it, or put it… Bob.

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Susan Kimball: ready for dev, I guess. I don't…

182
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Susan Kimball: they already looked at it, so I don't know that we need to…

183
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Susan Kimball: But we want to tag it with something so we know he's looked at it.

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Thomas Trutt: Yeah.

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Cornelia Awenius (UB Mainz): It's not exactly ready for this.

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Susan Kimball: No, it's weird that it's open, though.

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Thomas Trutt: It might have been created out of the working group, and the default state for new tickets is open. It's in a draft, which is kind of weird.

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Susan Kimball: It's not? Draft is not the default?

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Thomas Trutt: Opening is usually the default.

190
00:24:23.060 --> 00:24:23.759
Thomas Trutt: Mr. Report.

191
00:24:23.760 --> 00:24:27.509
Cornelia Awenius (UB Mainz): water… Kelly Drake is listed as reporter, so it's…

192
00:24:27.510 --> 00:24:28.539
Susan Kimball: It's older, yeah.

193
00:24:28.910 --> 00:24:30.670
Susan Kimball: 2020, yep.

194
00:24:31.390 --> 00:24:38.210
Olga: I could be wrong, but I think syncing information was on top of the priorities.

195
00:24:38.400 --> 00:24:44.610
Olga: And maybe that's why it's, open? Could be.

196
00:24:44.800 --> 00:24:45.720
Olga: That?

197
00:24:45.720 --> 00:24:49.719
Susan Kimball: Yeah, or it just could have defaulted to open. Tom could be right about that.

198
00:24:52.060 --> 00:24:56.270
Olga: But it doesn't look like… like, we didn't look at,

199
00:24:56.500 --> 00:25:02.959
Olga: How well the ticket is written, like, that part is… wasn't part of the review.

200
00:25:03.350 --> 00:25:04.230
Susan Kimball: Oh, okay.

201
00:25:05.110 --> 00:25:09.129
Susan Kimball: Yeah, so why don't we just put it in for, further refinement?

202
00:25:09.610 --> 00:25:20.129
Thomas Trutt: Yeah, as I say, it could probably be dev the way it is, it's fairly straightforward, but I could see a few different scenarios that we might want to add there, like what happens if an instructor is deleted from Folio?

203
00:25:20.290 --> 00:25:20.920
Susan Kimball: Right.

204
00:25:23.050 --> 00:25:25.599
Susan Kimball: Yeah, there probably would be… need more.

205
00:25:26.680 --> 00:25:30.539
Susan Kimball: Because there's not… it doesn't even have all of the fields that are in most…

206
00:25:30.970 --> 00:25:39.499
Susan Kimball: like, the use cases and things like that. I guess they're all part of the details field, but they don't… it's not the same structure, so it probably needs more fleshing out.

207
00:25:42.020 --> 00:25:43.130
Susan Kimball: Alright.

208
00:25:44.080 --> 00:25:50.870
Susan Kimball: 2771, add created by user ID, username to the course listings display.

209
00:25:51.430 --> 00:25:54.520
Susan Kimball: This one, Olga, you guys also looked at.

210
00:25:56.540 --> 00:26:00.679
Olga: Yeah, I think we looked at all course resources, at least the ones we could find.

211
00:26:05.390 --> 00:26:11.099
Susan Kimball: So this is probably… Still, this is probably the same, I would think.

212
00:26:14.940 --> 00:26:21.269
Susan Kimball: Although it's pretty… straightforward. Is it… does it need more refinement? It's really quite…

213
00:26:22.230 --> 00:26:27.830
Thomas Trutt: To me, this is just… they're asking… it's… they're asking for that metadata field.

214
00:26:28.250 --> 00:26:29.560
Thomas Trutt: on the courses.

215
00:26:29.560 --> 00:26:30.710
Susan Kimball: So that feels…

216
00:26:30.710 --> 00:26:31.400
Thomas Trutt: courses.

217
00:26:31.400 --> 00:26:35.440
Susan Kimball: Pretty straightforward. Yeah. Maybe this one is ready for dev.

218
00:26:36.200 --> 00:26:41.600
Susan Kimball: quite straightforward. Yeah, a bunch of these look like they're from courses, actually.

219
00:26:42.550 --> 00:26:44.189
Susan Kimball: So that one looks ready.

220
00:26:47.910 --> 00:26:52.150
Susan Kimball: This one is about just changing the structure of the name.

221
00:26:54.950 --> 00:27:01.930
Susan Kimball: For short. This also seems… Pretty… Ready, I would think.

222
00:27:02.470 --> 00:27:06.899
Susan Kimball: Yeah, a bunch of these do date back. These were Kelly's original ones.

223
00:27:07.200 --> 00:27:08.470
Cornelia Awenius (UB Mainz): I have a question.

224
00:27:08.640 --> 00:27:09.330
Susan Kimball: Yeah.

225
00:27:09.580 --> 00:27:18.400
Cornelia Awenius (UB Mainz): Would it help to, put courses in front of the… Ticket, name?

226
00:27:19.060 --> 00:27:26.440
Cornelia Awenius (UB Mainz): Like, so we can see… See at a glance that it belongs to courses.

227
00:27:27.020 --> 00:27:29.259
Thomas Trutt: If you wanted to, it'd help them stand out by…

228
00:27:29.260 --> 00:27:30.390
Susan Kimball: Do you mean here?

229
00:27:30.710 --> 00:27:31.470
Cornelia Awenius (UB Mainz): Yes.

230
00:27:31.470 --> 00:27:32.120
Susan Kimball: Yeah.

231
00:27:34.160 --> 00:27:35.239
Susan Kimball: That could help.

232
00:27:37.390 --> 00:27:39.480
Susan Kimball: I don't see any reason why not to.

233
00:27:43.930 --> 00:27:46.929
Susan Kimball: I think the next several of these are coarse ones.

234
00:27:51.140 --> 00:27:58.650
Susan Kimball: So I think those last two are ready for dev. They're pretty straightforward. They're more like just little tweaks, they don't really require a lot.

235
00:27:59.680 --> 00:28:00.200
Thomas Trutt: Yup.

236
00:28:01.250 --> 00:28:08.980
Susan Kimball: This one is allow users to add items to courses by using an item search rather than just a barcode.

237
00:28:12.470 --> 00:28:18.770
Susan Kimball: This one seems like it would need more refinement, because there's a lot of different ways this could be implemented.

238
00:28:18.770 --> 00:28:23.369
Cornelia Awenius (UB Mainz): So, wait, wait, the previous one, last name, first name, that was ready for dev?

239
00:28:23.550 --> 00:28:30.000
Susan Kimball: Yep. Yeah, because it's similar to the prior one, it's very straightforward. I mean, I think.

240
00:28:32.000 --> 00:28:39.609
Thomas Trutt: Would it, though, because the next one… I'm sorry, the add items one, because when it just used the,

241
00:28:39.940 --> 00:28:41.929
Thomas Trutt: A general item search dialogue.

242
00:28:41.930 --> 00:28:45.549
Susan Kimball: regular item search, I guess. We could do it that way.

243
00:28:46.630 --> 00:28:48.960
Thomas Trutt: Because that's… that's a standard modal threshold.

244
00:28:48.960 --> 00:28:52.769
Susan Kimball: Oh, it actually says that right here, search for the item on the courses page.

245
00:28:55.260 --> 00:28:56.010
Susan Kimball: Yeah.

246
00:28:56.850 --> 00:29:05.679
Thomas Trutt: I mean, probably at this point in time, when this was thought of, that model… actually, I can guarantee that that model wasn't available, they would have had to build this from scratch.

247
00:29:05.940 --> 00:29:06.810
Susan Kimball: Right.

248
00:29:07.760 --> 00:29:13.340
Thomas Trutt: Now, it should just be a matter of fact of literally just pointing to that modal and popping the information.

249
00:29:16.930 --> 00:29:17.660
Susan Kimball: Yeah.

250
00:29:19.460 --> 00:29:21.949
Susan Kimball: So you think this one's ready for dev, then?

251
00:29:22.520 --> 00:29:23.559
Thomas Trutt: I think so.

252
00:29:23.930 --> 00:29:24.610
Susan Kimball: Okay.

253
00:29:29.570 --> 00:29:39.489
Susan Kimball: All right. Oh, this is the one about the fake barcode. Boy, Olga, we've come across your whole slew of them right here. They're all right in a row.

254
00:29:42.350 --> 00:29:44.520
Thomas Trutt: This one, I would say, needs for a little refinement.

255
00:29:44.520 --> 00:29:53.049
Susan Kimball: Yeah, we don't know how… what this looks like to add a dummy record without a barcode. Or actually, it would… yeah.

256
00:29:53.750 --> 00:29:56.700
Susan Kimball: The idea is to not add an item record, right?

257
00:29:57.740 --> 00:30:00.490
Thomas Trutt: Or have a different type of item record.

258
00:30:00.840 --> 00:30:17.560
Thomas Trutt: Yeah, this was one of the… one of the blockers with us for… I mean, we use Aries anyways, but this was one of the blockers why we just said no to courses, because we do a lot of linking to electronic resources, and we don't want to create inventory records for…

259
00:30:18.430 --> 00:30:21.150
Thomas Trutt: A link to National Geographic.

260
00:30:21.150 --> 00:30:21.550
Susan Kimball: Right.

261
00:30:21.550 --> 00:30:24.220
Thomas Trutt: Right. May page, or… yeah.

262
00:30:24.220 --> 00:30:30.560
Susan Kimball: Yeah, our e-reserves are totally separate from our print, so… Yeah, I think this one needs further refinement.

263
00:30:32.190 --> 00:30:33.080
Scott Peterson: I agree.

264
00:30:35.520 --> 00:30:38.620
Susan Kimball: Alright, support for separate reserve teams…

265
00:30:39.800 --> 00:30:42.649
Susan Kimball: Or libraries within a single tenant.

266
00:30:49.250 --> 00:30:54.240
Susan Kimball: So this is definitely… Something we would use.

267
00:30:56.730 --> 00:31:07.070
Scott Peterson: I would second that to… we have a couple library institutions that have multiple branches and the same tenant, and to help them say, here is the reserves just for that one particular branch library.

268
00:31:08.030 --> 00:31:08.560
Susan Kimball: Yep.

269
00:31:08.820 --> 00:31:12.200
Susan Kimball: Right now, you can filter it by location.

270
00:31:12.330 --> 00:31:14.899
Susan Kimball: Of the course, but it's not.

271
00:31:15.260 --> 00:31:16.900
Susan Kimball: actually separate.

272
00:31:19.110 --> 00:31:27.369
Susan Kimball: This probably, this will need further refinement, though, because it's just a description of the problem, not…

273
00:31:27.620 --> 00:31:29.960
Susan Kimball: really a… solution.

274
00:31:35.430 --> 00:31:40.880
Thomas Trutt: This was added by an insane person. Ours is assigned to a sane person, so you can just get rid of it.

275
00:31:41.200 --> 00:31:46.450
Susan Kimball: This refuse check-in if item is not at primary service point. Refuse check-in.

276
00:31:48.200 --> 00:31:48.740
Thomas Trutt: Yeah.

277
00:31:51.100 --> 00:31:57.630
Thomas Trutt: this, I think one of the, there is a thing down there is, like,

278
00:31:58.010 --> 00:32:01.110
Thomas Trutt: One of the things I could see this being used for is things like equipment.

279
00:32:01.240 --> 00:32:02.720
Thomas Trutt: our reserve items.

280
00:32:03.210 --> 00:32:06.150
Susan Kimball: Yeah. So, like, don't check it in.

281
00:32:06.550 --> 00:32:07.480
Thomas Trutt: Yes.

282
00:32:07.480 --> 00:32:11.390
Susan Kimball: Don't allow check-in if it's not at its home location.

283
00:32:11.390 --> 00:32:25.150
Olga: Yeah, we do that for both equipment and reserves, they must be returned at the correct location, though we still check them in, we just tell them there will be fines until it arrives to…

284
00:32:25.380 --> 00:32:26.980
Olga: the right location.

285
00:32:27.320 --> 00:32:27.930
Susan Kimball: Yeah.

286
00:32:28.190 --> 00:32:34.210
Olga: But, it could be an indicator for staff to… to notice that it's wrong location.

287
00:32:36.370 --> 00:32:42.520
Thomas Trutt: I think one of the things you'd have to do with this, too, is have an override as well.

288
00:32:44.200 --> 00:32:53.029
Cornelia Awenius (UB Mainz): So, this came from the German libraries. Originally, it came from my library, but because we didn't want transport all…

289
00:32:53.490 --> 00:33:05.279
Cornelia Awenius (UB Mainz): stuff between, multiple buildings and campuses. We don't need this anymore, but I know of German libraries who still want this, and maybe they will get developed.

290
00:33:05.880 --> 00:33:09.179
Susan Kimball: If U.S. Libraries uniformly did not want this feature.

291
00:33:09.180 --> 00:33:09.860
Cornelia Awenius (UB Mainz): Yes.

292
00:33:09.860 --> 00:33:10.560
Susan Kimball: buddy.

293
00:33:11.410 --> 00:33:14.099
Susan Kimball: But did not object to its development.

294
00:33:14.480 --> 00:33:18.900
Susan Kimball: Well, so if folks would…

295
00:33:19.120 --> 00:33:22.560
Susan Kimball: Still like it, then we should leave it on there.

296
00:33:22.790 --> 00:33:31.889
Susan Kimball: Oh no! Robert, like, I guess this is not as uniform across U.S. libraries as once thought.

297
00:33:32.890 --> 00:33:36.050
Susan Kimball: Alright, so let's… this one definitely would need more…

298
00:33:36.260 --> 00:33:42.789
Susan Kimball: refinement, because we… it's not really well written. I mean, not fully fleshed out here, so…

299
00:33:43.530 --> 00:33:47.349
Thomas Trutt: We want to capture… we would want to catch overrides, and…

300
00:33:47.350 --> 00:33:50.479
Susan Kimball: Yeah, you'd have to know all the different… yeah.

301
00:33:50.900 --> 00:33:53.220
Susan Kimball: Alright, further refinement for that one.

302
00:33:55.380 --> 00:34:00.500
Susan Kimball: Alright, option to print all hold slips at the end of a check-in session.

303
00:34:02.610 --> 00:34:06.429
Susan Kimball: So instead of… so batching them for the end?

304
00:34:08.100 --> 00:34:14.500
Thomas Trutt: Yeah… I… I don't like… I can see this being useful. I personally don't like this.

305
00:34:14.780 --> 00:34:17.069
Thomas Trutt: I think it would cause more of a mess at…

306
00:34:17.310 --> 00:34:25.989
Thomas Trutt: check-in than having them print individually. I can see it being a time saver, and I know that's something when we first went live was a big…

307
00:34:26.489 --> 00:34:32.699
Thomas Trutt: hassle with our major library, Olin, because they check in so many items at once.

308
00:34:32.860 --> 00:34:39.239
Thomas Trutt: the number of times they have to click on, okay, yes, print, okay, yes, print, it was slowing things down.

309
00:34:39.340 --> 00:34:47.480
Thomas Trutt: But, at the same extent, I'm, like, looking at this, and like, you check in 200 items, and then you… the system prints out 30 slips, you have to go through.

310
00:34:47.489 --> 00:34:49.499
Susan Kimball: How are you gonna connect them all?

311
00:34:49.730 --> 00:34:54.900
Thomas Trutt: Yeah, exactly, exactly. That's… that's… that's the part I don't like about it.

312
00:34:56.030 --> 00:35:14.770
Scott Peterson: What I was wondering about, too. A lot of our bigger libraries that had done batch check-ins, they'd have a system set up where they print the slips out and put them in the book each time, because otherwise you have a couple of carts of books, have to go back again, find the book, find the right slip for it, and that would slow things down, actually, rather than save time.

313
00:35:15.300 --> 00:35:16.779
Susan Kimball: Yeah, I would agree.

314
00:35:17.620 --> 00:35:24.809
Susan Kimball: Anyone interested in Holding on to this one.

315
00:35:25.010 --> 00:35:27.749
Susan Kimball: Or see a use case where this could be helpful.

316
00:35:30.870 --> 00:35:31.640
Thomas Trutt: Nope.

317
00:35:31.770 --> 00:35:38.440
Thomas Trutt: I'd rather have, somehow have direct print capabilities in Folio, but I know that's also difficult, too.

318
00:35:39.880 --> 00:35:40.700
Susan Kimball: Alright!

319
00:35:41.030 --> 00:35:43.600
Susan Kimball: Intend to close, Cornelia, we got one.

320
00:35:44.490 --> 00:35:45.820
Susan Kimball: Woohoo!

321
00:35:47.370 --> 00:35:53.529
Susan Kimball: Alright, another courses one. Export courses info on the courses pane.

322
00:35:53.880 --> 00:36:01.680
Susan Kimball: So, being able to export Do-doo… oh.

323
00:36:02.760 --> 00:36:04.260
Susan Kimball: Export the list.

324
00:36:04.660 --> 00:36:07.829
Susan Kimball: Of what's on reserve for a particular course.

325
00:36:07.830 --> 00:36:13.610
Olga: This shouldn't be super easy to do, because… It's happening in other places.

326
00:36:14.480 --> 00:36:17.319
Olga: And it's convenient to have that listed.

327
00:36:17.540 --> 00:36:22.409
Olga: in Excel, but, yeah, it's still not possible.

328
00:36:22.420 --> 00:36:27.629
Susan Kimball: Okay do we… this one may need more?

329
00:36:27.890 --> 00:36:29.079
Susan Kimball: I don't know, do we…

330
00:36:29.620 --> 00:36:35.159
Susan Kimball: Does it look like it needs more refinement, or not? I'm not sure how much has been done on it. It just has that one…

331
00:36:35.650 --> 00:36:47.019
Thomas Trutt: Yeah, I was gonna say, Erin probably looks like she originally wrote it, so there's a lot of information here, but it's also older, so I would say do more refinement, just to ensure that it is how you want it.

332
00:36:47.300 --> 00:36:47.880
Susan Kimball: Yep.

333
00:36:50.470 --> 00:36:51.310
Susan Kimball: Alright.

334
00:36:51.490 --> 00:36:54.160
Susan Kimball: Refinement for that one…

335
00:36:56.660 --> 00:37:00.310
Thomas Trutt: And this looks like an edition of what the other one was.

336
00:37:00.660 --> 00:37:03.069
Susan Kimball: On the reserves paid.

337
00:37:03.390 --> 00:37:11.469
Susan Kimball: Okay, so this is when you're doing search results, and you get either a list of courses or a list of reserves that are attached to courses.

338
00:37:11.680 --> 00:37:15.409
Susan Kimball: So these… I would say both of these are further refinement.

339
00:37:15.890 --> 00:37:16.600
Thomas Trutt: Yeah.

340
00:37:16.850 --> 00:37:21.710
Olga: I think we did look at them, at both of those tickets a year ago.

341
00:37:21.710 --> 00:37:24.540
Susan Kimball: Yeah, I think your tag is here.

342
00:37:24.780 --> 00:37:25.300
Susan Kimball: Yeah.

343
00:37:25.420 --> 00:37:33.420
Olga: But we… kind of, we spend a bit more time on these two tickets, like, getting screenshots.

344
00:37:33.590 --> 00:37:34.200
Susan Kimball: Yep.

345
00:37:34.420 --> 00:37:36.479
Susan Kimball: Yeah, the screenshots are good.

346
00:37:36.750 --> 00:37:39.200
Susan Kimball: It shows, sort of, like, where it would be.

347
00:37:39.890 --> 00:37:41.170
Susan Kimball: That makes sense.

348
00:37:44.500 --> 00:37:45.740
Susan Kimball: Alright.

349
00:37:45.940 --> 00:37:53.900
Susan Kimball: Add filter to courses pane to select search results by whether they are cross-listed. Oh, great. Yeah, so this one…

350
00:37:54.110 --> 00:38:01.890
Susan Kimball: Let's see… I don't… It might need more… I don't know.

351
00:38:02.650 --> 00:38:05.870
Cornelia Awenius (UB Mainz): Oh, it says in the description, needs additional requirements this.

352
00:38:05.870 --> 00:38:06.919
Susan Kimball: Oh, does it?

353
00:38:06.920 --> 00:38:07.840
Cornelia Awenius (UB Mainz): Joke.

354
00:38:07.840 --> 00:38:08.540
Susan Kimball: Okay.

355
00:38:08.540 --> 00:38:12.639
Cornelia Awenius (UB Mainz): When the course group is able to resume, we will be no and convener.

356
00:38:12.640 --> 00:38:16.059
Susan Kimball: Okay, well, there you go. Alright, further refinement.

357
00:38:25.160 --> 00:38:32.259
Susan Kimball: Creating a cross-listed course, copy the course name and description. Oh, right, you have to write this every time, it's very annoying.

358
00:38:33.960 --> 00:38:37.439
Susan Kimball: When it's clear it's a crosslist, it should just copy it over.

359
00:38:38.980 --> 00:38:39.480
Thomas Trutt: This…

360
00:38:39.480 --> 00:38:47.410
Susan Kimball: Probably doesn't need… it seems pretty straightforward. Oh, it's got a proposed solution and story already.

361
00:38:47.740 --> 00:38:50.020
Susan Kimball: Yeah, this one's ready, I think.

362
00:38:51.150 --> 00:39:03.329
Thomas Trutt: I don't use courses in Voyager. When you process a course, you just literally added the instructor course not… the department and the course number, and that was it. It was linked to the other course.

363
00:39:03.550 --> 00:39:04.280
Susan Kimball: Nice.

364
00:39:06.150 --> 00:39:17.430
Susan Kimball: Yeah, that makes sense. I mean, it should be carrying over. It really is just one course. It doesn't… it's weird in folio, because it doesn't look like one course, even though it is.

365
00:39:21.100 --> 00:39:24.400
Susan Kimball: Alright, tags… What?

366
00:39:24.670 --> 00:39:27.270
Thomas Trutt: Completely rewrite the courses out.

367
00:39:27.270 --> 00:39:29.619
Susan Kimball: You stay in your fee-find lane.

368
00:39:32.470 --> 00:39:35.389
Susan Kimball: Alright, tags for courses.

369
00:39:36.370 --> 00:39:39.740
Susan Kimball: This seems… Pretty straightforward.

370
00:39:40.450 --> 00:39:43.269
Susan Kimball: I don't know that it needs more refinement.

371
00:39:46.290 --> 00:39:49.790
Thomas Trutt: The only thing it is mentioning is, the discovery layer.

372
00:39:50.030 --> 00:39:53.559
Thomas Trutt: I'm not sure if tags are exposed to discovery layer now, so that would be a new word.

373
00:39:53.830 --> 00:39:58.300
Susan Kimball: Don't… Where does it say that, Tom?

374
00:39:58.780 --> 00:40:01.780
Thomas Trutt: Under use cases… Oh, here? Yeah.

375
00:40:02.090 --> 00:40:02.810
Thomas Trutt: Or…

376
00:40:05.330 --> 00:40:09.170
Susan Kimball: Well, it says for extracting data, well, yeah.

377
00:40:11.960 --> 00:40:15.699
Susan Kimball: Yeah, that's not exactly a use case that could be.

378
00:40:18.970 --> 00:40:24.590
Thomas Trutt: I'm not even sure how… yeah, I'm not even sure how a user interaction would be.

379
00:40:25.500 --> 00:40:26.750
Thomas Trutt: How that would work.

380
00:40:27.290 --> 00:40:28.070
Thomas Trutt: Yeah.

381
00:40:28.830 --> 00:40:30.910
Thomas Trutt: Interesting idea, but I don't know.

382
00:40:30.910 --> 00:40:31.230
Susan Kimball: Yeah.

383
00:40:34.200 --> 00:40:38.790
Susan Kimball: Olga, do you have any recollection about the use cases for this?

384
00:40:39.090 --> 00:40:45.879
Olga: No, I don't think there was much interest in that ticket, though, again, I could be wrong.

385
00:40:46.680 --> 00:40:47.939
Olga: But I don't think so.

386
00:40:48.440 --> 00:40:49.020
Susan Kimball: Yeah.

387
00:40:52.260 --> 00:40:54.689
Susan Kimball: Well, it's… do we want to…

388
00:40:55.970 --> 00:40:59.339
Susan Kimball: Keep it, or do we think it's something we could…

389
00:40:59.520 --> 00:41:06.459
Susan Kimball: Because we've got two of these, the next one is reserve items. So the… one of the use cases for that one…

390
00:41:06.800 --> 00:41:08.189
Susan Kimball: I'm curious.

391
00:41:10.910 --> 00:41:13.630
Susan Kimball: Oh, so more… these are more workflow.

392
00:41:13.890 --> 00:41:15.040
Susan Kimball: Related.

393
00:41:16.950 --> 00:41:29.330
Thomas Trutt: This one in particular feels to me like trying to fit a square peg into a round hole sort of thing. It's like, we can't have queues like we do in Aries or other systems, so we're gonna use tags to…

394
00:41:30.100 --> 00:41:33.530
Thomas Trutt: Give statuses and track workflows.

395
00:41:33.890 --> 00:41:36.800
Susan Kimball: Right, this seems like an inelegant…

396
00:41:37.120 --> 00:41:43.249
Susan Kimball: way of getting around that, whereas you could use something like the dashboard if that were…

397
00:41:43.860 --> 00:41:47.659
Susan Kimball: Made available to track certain things in particular.

398
00:41:47.820 --> 00:41:51.019
Susan Kimball: Statuses or whatever.

399
00:41:51.420 --> 00:41:56.259
Susan Kimball: That might be a better… Implementation of this.

400
00:41:56.770 --> 00:41:59.690
Susan Kimball: It does feel like a bit of a kludge.

401
00:42:00.100 --> 00:42:04.430
Susan Kimball: I'm curious, what do other people think about this?

402
00:42:08.990 --> 00:42:27.319
Scott Peterson: I have kind of mixed feelings about it. I mean, it's one of those things, again, I can see a use for it, but how important would it be, you know, if you're searching in a catalog and you're not part of the course, these tags matching it, but you can't actually look at the records. It might be useful for some institutions have really huge course reserves.

403
00:42:27.870 --> 00:42:36.569
Scott Peterson: or they have a lot of different materials required searching, but as reservists have not been used that much in the past few years. I'm just not sure how useful it'll continue to be.

404
00:42:38.710 --> 00:42:41.519
Thomas Trutt: I think, honestly, too, is,

405
00:42:42.010 --> 00:42:46.700
Thomas Trutt: The, adding process to items… to the item.

406
00:42:47.000 --> 00:43:00.870
Thomas Trutt: That would probably take care of what this is trying… that this is trying to cover, because if you can add a process to an item, you could add a process that needs to be reviewed by a manager that

407
00:43:01.580 --> 00:43:06.769
Thomas Trutt: It's linked directly to the item instead of being a tag on the item in the courses.

408
00:43:06.940 --> 00:43:07.920
Thomas Trutt: List.

409
00:43:11.070 --> 00:43:14.880
Susan Kimball: Yeah, I think… I would agree with that. I think this is a…

410
00:43:15.150 --> 00:43:19.239
Susan Kimball: Like, for what we knew at the time, whenever this was, 2021.

411
00:43:19.350 --> 00:43:23.419
Susan Kimball: Tags were sort of the only…

412
00:43:24.230 --> 00:43:24.690
Thomas Trutt: Yeah.

413
00:43:24.690 --> 00:43:28.569
Susan Kimball: Thing, but if this is the only use case, is to work it around, to…

414
00:43:29.750 --> 00:43:35.270
Susan Kimball: pretend to be a workflow. My inclination is to close this one.

415
00:43:35.910 --> 00:43:50.110
Katie Rahman: It sounds like they really want a status, you know, and this is a workaround, and I can't imagine the mess of how many tags you're gonna remove. People are gonna forget to remove a tag, and you're… it's gonna get…

416
00:43:50.240 --> 00:43:51.340
Katie Rahman: messy.

417
00:43:53.150 --> 00:44:03.760
Susan Kimball: Right, and the Tags app, remember that the Tags app, like the Notes app, is across all apps, so you're gonna have tags that might mean one thing.

418
00:44:04.030 --> 00:44:04.780
Susan Kimball: Yeah.

419
00:44:05.630 --> 00:44:06.090
Thomas Trutt: No.

420
00:44:06.090 --> 00:44:08.700
Susan Kimball: I'm a little worried about keeping this in here as a…

421
00:44:09.130 --> 00:44:16.740
Thomas Trutt: Exactly, and that's something that actually I'd like to see with the updates to the Tags app and the Notes app, that you can scope

422
00:44:17.180 --> 00:44:23.570
Thomas Trutt: the types or tags to specific applications, because right now, when you add a tag, it's throughout the entire system.

423
00:44:23.570 --> 00:44:24.190
Susan Kimball: Right.

424
00:44:24.190 --> 00:44:26.979
Thomas Trutt: So, if… yeah, you could have a patron tag.

425
00:44:27.250 --> 00:44:31.659
Thomas Trutt: That says one thing, and someone could accidentally add it to an item.

426
00:44:32.420 --> 00:44:33.110
Susan Kimball: Right.

427
00:44:33.580 --> 00:44:37.010
Susan Kimball: And it might have a totally different meaning in that context, right?

428
00:44:37.010 --> 00:44:38.740
Thomas Trutt: Exactly, exactly.

429
00:44:41.530 --> 00:44:52.899
Susan Kimball: Olga, as the former co-chair or chair of the courses subgroup, what is your feeling based on what you were hearing in that group?

430
00:44:53.970 --> 00:45:00.720
Olga: I… don't think… It's very… it was very popular, or…

431
00:45:00.980 --> 00:45:04.979
Olga: Anyone even asked for it.

432
00:45:05.660 --> 00:45:11.040
Olga: I… yeah, I don't think tax is… Useful.

433
00:45:11.250 --> 00:45:13.800
Olga: Excite would be useful in this case.

434
00:45:14.340 --> 00:45:29.019
Susan Kimball: Okay, do you mind, Olga, if I have Cornia mark these as intended to close, do you mind taking a quick look at your spreadsheet that you linked in the comments of these, and just make sure that we didn't miss something?

435
00:45:29.840 --> 00:45:33.730
Olga: Isn't there a link, in my note?

436
00:45:33.730 --> 00:45:35.719
Susan Kimball: Yeah, there is, down here, I was…

437
00:45:35.730 --> 00:45:41.419
Susan Kimball: this link down here where it says this is where the rankings are.

438
00:45:41.420 --> 00:45:57.110
Susan Kimball: Do you mind taking a look at it for these two ticket… these two, tag tickets, one for courses and one for reserve items? We'll mark it as intended to close, but if some… for some reason you see something in your… your page that says.

439
00:45:57.300 --> 00:45:59.559
Susan Kimball: That somebody really wanted it.

440
00:45:59.730 --> 00:46:03.600
Susan Kimball: you can ask us to change it back. Does that sound okay?

441
00:46:03.800 --> 00:46:04.330
Olga: Sure.

442
00:46:04.560 --> 00:46:06.330
Susan Kimball: Awesome. Thank you.

443
00:46:10.200 --> 00:46:14.630
Susan Kimball: Alright, so Cornelia for 06 and 07, those are it.

444
00:46:14.630 --> 00:46:15.439
Cornelia Awenius (UB Mainz): Yeah, okay.

445
00:46:15.440 --> 00:46:17.370
Susan Kimball: Intended to close.

446
00:46:19.060 --> 00:46:24.200
Susan Kimball: Alright, use notice tokens in subject lines for patron notices.

447
00:46:35.080 --> 00:46:44.250
Susan Kimball: I think this is something that people wanted, but, the question is, is it…

448
00:46:44.700 --> 00:46:49.029
Susan Kimball: Yeah, it doesn't… is it… does it have enough detail to actually do it?

449
00:46:52.990 --> 00:46:56.340
Thomas Trutt: I would say let's put it in refinement again, just because of the age.

450
00:46:56.600 --> 00:46:57.260
Susan Kimball: Yeah.

451
00:46:57.670 --> 00:47:01.550
Susan Kimball: That's probably true of most… a lot of these, unless it's very simple.

452
00:47:03.010 --> 00:47:10.430
Susan Kimball: Alright, further refinement for that one… Optimistic Locking for Courses app?

453
00:47:11.020 --> 00:47:12.770
Susan Kimball: Boy, it's one sentence.

454
00:47:15.970 --> 00:47:18.150
Thomas Trutt: Yeah, oddly enough, though, that means a lot.

455
00:47:18.570 --> 00:47:25.950
Susan Kimball: No, it does. So, I mean, that… all that means is just that when one person is editing it, it can't be edited by someone else, right?

456
00:47:26.420 --> 00:47:27.120
Thomas Trutt: Yeah.

457
00:47:27.290 --> 00:47:27.870
Susan Kimball: Okay.

458
00:47:30.120 --> 00:47:33.740
Susan Kimball: So I assume… That is… I mean…

459
00:47:35.250 --> 00:47:38.839
Susan Kimball: But does it need more refinement? It's literally one sentence.

460
00:47:41.080 --> 00:47:50.569
Thomas Trutt: I would say you add more refinement. Okay. There is… because you probably should do lock… Resolution.

461
00:47:52.180 --> 00:48:06.680
Thomas Trutt: So if two people open up the app at the same time, and they're working on the same course at the same time, one person saves it, how is the error handled? Is it possible to see the changes and overwrite the current changes? Right. Etc?

462
00:48:07.080 --> 00:48:07.800
Susan Kimball: Gotcha.

463
00:48:09.530 --> 00:48:14.030
Susan Kimball: Do you know where Optimistic Locking is enabled now?

464
00:48:14.680 --> 00:48:16.979
Thomas Trutt: Inventory has optimistic blocking.

465
00:48:17.430 --> 00:48:18.130
Susan Kimball: Okay.

466
00:48:19.780 --> 00:48:36.400
Thomas Trutt: I believe that's it. I don't think there's any… it might be being used in requests. I know there was a big push to put it pretty much everywhere, but then as they were expanding out, they were running into workflow issues in some parts of the system.

467
00:48:36.460 --> 00:48:46.889
Thomas Trutt: Because it can be a tricky little monster. And even with this one, it's like, I think even saying where you wanted to have optimistic locking, i.e.

468
00:48:47.150 --> 00:49:06.299
Thomas Trutt: I don't think we want to lock people adding items to a course, so if there's three people working in the system on the same course, and they're both adding items, we don't want to block one person from adding items because another person is. But we want to block someone changing the course header information when someone else is.

469
00:49:07.240 --> 00:49:09.750
Susan Kimball: Right, if they're both editing the course itself.

470
00:49:10.170 --> 00:49:11.539
Thomas Trutt: Exactly, yeah, yeah.

471
00:49:11.540 --> 00:49:12.529
Susan Kimball: That makes sense.

472
00:49:13.620 --> 00:49:14.760
Susan Kimball: Alright.

473
00:49:17.720 --> 00:49:24.060
Susan Kimball: Allow configuration of awaiting Items waiting pickup modal in checkout app by service point.

474
00:49:25.210 --> 00:49:26.660
Thomas Trutt: Some people want to get rid of it.

475
00:49:27.580 --> 00:49:28.580
Susan Kimball: Wanna get Reddit.

476
00:49:29.370 --> 00:49:30.080
Thomas Trutt: Rid of it.

477
00:49:31.360 --> 00:49:32.550
Susan Kimball: Why?

478
00:49:34.390 --> 00:49:38.360
Susan Kimball: Oh, you mean the one when you look up a user and it says their items?

479
00:49:38.900 --> 00:49:40.799
Susan Kimball: Awaiting pickup, I see.

480
00:49:43.290 --> 00:49:45.400
Susan Kimball: Yes, that…

481
00:49:46.850 --> 00:49:52.019
Susan Kimball: This seems like a desired feature, because how many times have you checked out the thing, and you're like.

482
00:49:52.390 --> 00:49:54.909
Susan Kimball: It doesn't check out, because you just cleared the modal.

483
00:49:55.600 --> 00:49:56.160
Thomas Trutt: No.

484
00:49:58.350 --> 00:50:04.539
Susan Kimball: Does it need further refinement? Is the question.

485
00:50:05.880 --> 00:50:08.689
Thomas Trutt: I would say it's probably… it's a fairly straightforward request.

486
00:50:08.690 --> 00:50:09.020
Susan Kimball: Yeah.

487
00:50:09.020 --> 00:50:10.780
Thomas Trutt: Gives me a lot of detail here, so…

488
00:50:11.380 --> 00:50:13.519
Susan Kimball: Yeah, there's already stuff in here.

489
00:50:13.960 --> 00:50:15.750
Susan Kimball: Alright, yay!

490
00:50:16.030 --> 00:50:19.979
Susan Kimball: Ready for dev, although that one is not assigned to anyone.

491
00:50:22.310 --> 00:50:23.520
Susan Kimball: So far.

492
00:50:24.030 --> 00:50:26.099
Thomas Trutt: That would be, mega.

493
00:50:26.350 --> 00:50:32.049
Susan Kimball: Are these… These are assigned? Is that what that is? Sorry.

494
00:50:32.260 --> 00:50:34.289
Susan Kimball: Yeah. Vega, you say?

495
00:50:34.890 --> 00:50:37.130
Thomas Trutt: Yeah, Vega does check out and check out.

496
00:50:37.430 --> 00:50:38.659
Thomas Trutt: Mod Cirque store.

497
00:50:39.350 --> 00:50:40.070
Susan Kimball: Okay.

498
00:50:42.020 --> 00:50:42.930
Susan Kimball: Alright.

499
00:50:44.020 --> 00:50:45.520
Cornelia Awenius (UB Mainz): So, should we assign it?

500
00:50:48.130 --> 00:50:48.750
Thomas Trutt: Perfect.

501
00:50:48.750 --> 00:50:52.690
Cornelia Awenius (UB Mainz): Oh, yeah, oh yeah, yeah, sure, the stories are… are a scientific.

502
00:50:52.690 --> 00:50:53.380
Susan Kimball: Yeah, exactly.

503
00:50:53.380 --> 00:50:54.480
Cornelia Awenius (UB Mainz): Alright, yeah.

504
00:50:56.130 --> 00:50:57.189
Cornelia Awenius (UB Mainz): Okay, so.

505
00:50:57.190 --> 00:51:00.419
Susan Kimball: It'll… then it'll fall off our list, but that's okay.

506
00:51:00.850 --> 00:51:05.849
Susan Kimball: Because our list is defined as not assigned to Vega or Valeris.

507
00:51:07.200 --> 00:51:08.510
Susan Kimball: That's alright, though.

508
00:51:09.470 --> 00:51:17.440
Susan Kimball: In CERC settings, do not allow deletion of loan policies that have already been used in open, closed, or anonymized loans.

509
00:51:18.020 --> 00:51:18.890
Susan Kimball: Oi.

510
00:51:19.060 --> 00:51:29.910
Thomas Trutt: This would be, Vega as well, and I would say, further refinement, and this one probably should be kept. Does this pin cause issue? Well, not really, but…

511
00:51:30.650 --> 00:51:37.600
Susan Kimball: Why wouldn't you be able to allow deletions of Closed loans because of statistics?

512
00:51:38.300 --> 00:51:39.250
Thomas Trutt: But I hope so.

513
00:51:40.500 --> 00:51:58.839
Scott Peterson: statistics, maybe following up on lost items, build items that were closed over time. I can see the use of this, I'm just wondering how it's going to detect if it's been used with a loan already from the, circulation rules. That'd seem really complex to set that up and verify it.

514
00:51:59.720 --> 00:52:16.900
Thomas Trutt: As part of the data that's stored on the loan object is the, different policies at checkout and renewal. So, there's the UUID for the loan policy, the notice policy, fine, overdue policy, and loss policy.

515
00:52:16.900 --> 00:52:23.539
Thomas Trutt: are written to the load record, so they would just have to scan all load records to see if that EUID was present on any of them.

516
00:52:23.540 --> 00:52:29.499
Thomas Trutt: The other option you could do is a soft delete and not a hard delete, i.e. it's suppressed from the UI.

517
00:52:29.510 --> 00:52:35.720
Thomas Trutt: No one can see it or assign it to anything, but it's still in the database. And to be perfectly honest, I'm more…

518
00:52:37.040 --> 00:52:39.740
Thomas Trutt: I'm more apt to wanting to do a soft delete.

519
00:52:39.970 --> 00:52:43.499
Thomas Trutt: And suppress it, that's actually a hard delete and remove it from the system.

520
00:52:44.430 --> 00:52:45.719
Scott Peterson: Okay, I'd agree with that.

521
00:52:45.720 --> 00:52:46.630
Susan Kimball: acids.

522
00:52:47.120 --> 00:52:47.450
Katie Rahman: Yeah.

523
00:52:47.450 --> 00:52:48.010
Susan Kimball: Yeah, well…

524
00:52:48.010 --> 00:53:01.559
Katie Rahman: Soft… soft delete, but I actually… it's for Mobius items. I look at the OpenRS loan policies, like the name, to kind of find those items, so we do use them for statistics.

525
00:53:01.900 --> 00:53:02.530
Susan Kimball: Okay.

526
00:53:03.370 --> 00:53:07.639
Susan Kimball: It's interesting, though, I guess I don't understand if this is to be…

527
00:53:08.870 --> 00:53:21.640
Susan Kimball: to say that you want it… that this is a choice, because otherwise, if it's all these loan types, then you would never be able to delete a loan policy, basically, if it had ever been used. But maybe it is an option, like.

528
00:53:21.880 --> 00:53:22.439
Susan Kimball: It's acid.

529
00:53:22.440 --> 00:53:22.790
Thomas Trutt: Whoa.

530
00:53:22.790 --> 00:53:24.390
Susan Kimball: Over it to be optional.

531
00:53:25.450 --> 00:53:30.690
Thomas Trutt: If you look at the situation, this is…

532
00:53:31.000 --> 00:53:34.350
Thomas Trutt: This is a… this is an Aaron Duke issue.

533
00:53:34.580 --> 00:53:48.579
Thomas Trutt: Yeah. I don't mean to be a brat, but it's just like, if doctors are testing and adding loan policies that they're not ever gonna use, we need to be able to delete them. Right. So, yeah, yeah.

534
00:53:48.740 --> 00:53:50.769
Susan Kimball: So this one needs more refinement.

535
00:53:51.270 --> 00:53:55.419
Thomas Trutt: Yeah, already a complete rewrite.

536
00:53:59.530 --> 00:54:05.790
Susan Kimball: Robert, I think there's a feature in here, a ticket in here, about what you're describing.

537
00:54:06.850 --> 00:54:07.500
Thomas Trutt: Yeah.

538
00:54:07.500 --> 00:54:08.930
Robert Heaton | EBSCO: I wouldn't be surprised.

539
00:54:08.930 --> 00:54:14.569
Susan Kimball: the checks, I… we've looked at so many tickets. I think there is one that's, like.

540
00:54:14.970 --> 00:54:22.190
Susan Kimball: before you delete a loan policy, make sure it's not somewhere in the CERC rules. I think that is a feature written up.

541
00:54:22.190 --> 00:54:25.959
Thomas Trutt: Because if it's assigned to a loan, it's not that big of an…

542
00:54:26.270 --> 00:54:41.049
Thomas Trutt: issue, because all the data was already set there, it's just kind of a pointer. When you renew it, it's gonna check the CERC rules again, so it shouldn't be a problem, but yeah. Again, that's why I'm a fan of a soft delete, because if there is some weird business logic somewhere.

543
00:54:41.050 --> 00:54:46.860
Thomas Trutt: the information is still in the database, it's just frozen that no one can view it through the UI.

544
00:54:46.860 --> 00:54:48.249
Susan Kimball: Or edit it, yeah, exactly.

545
00:54:48.250 --> 00:54:49.569
Thomas Trutt: Exactly, yeah.

546
00:54:49.840 --> 00:54:50.700
Susan Kimball: Makes sense.

547
00:54:52.530 --> 00:54:53.510
Susan Kimball: Alright.

548
00:54:54.760 --> 00:54:59.520
Susan Kimball: Subset of CERCLog data on user… record.

549
00:55:01.530 --> 00:55:05.190
Thomas Trutt: This would be interesting, but… Boy.

550
00:55:05.690 --> 00:55:07.969
Thomas Trutt: They would have to probably redo the surf log.

551
00:55:15.390 --> 00:55:26.890
Susan Kimball: why wouldn't you just link to the CERC log from the user barcode? Like, you know, why wouldn't you just filter the circ log by the user barcode? Wouldn't that give you the same thing?

552
00:55:27.300 --> 00:55:28.590
Thomas Trutt: Yeah.

553
00:55:29.310 --> 00:55:29.829
Susan Kimball: So is this?

554
00:55:29.830 --> 00:55:34.450
Thomas Trutt: This was submitted by Darcy, so it might have came from some of our insanity.

555
00:55:36.040 --> 00:55:38.179
Susan Kimball: Do we think it's still needed?

556
00:55:38.370 --> 00:55:39.599
Susan Kimball: This expresses…

557
00:55:40.940 --> 00:55:49.620
Scott Peterson: I wouldn't think so, because you can find it a couple different ways, and it's another option, a way of doing things, makes things more complex than they need to be.

558
00:55:50.160 --> 00:55:50.950
Susan Kimball: Yeah.

559
00:56:00.790 --> 00:56:04.509
Susan Kimball: Yeah, you can get this by just going to the Cirque log.

560
00:56:04.880 --> 00:56:10.380
Cornelia Awenius (UB Mainz): Yeah, that's what it says. It's too much work to go to the Circ log.

561
00:56:12.810 --> 00:56:13.919
Thomas Trutt: I mean it.

562
00:56:13.920 --> 00:56:23.719
Susan Kimball: Maybe you could have a link from the user record directly to, like, you know what it would be just a pre-filtered by barcode, user barcode link, but…

563
00:56:24.310 --> 00:56:25.250
Susan Kimball: I don't know.

564
00:56:26.340 --> 00:56:26.910
Thomas Trutt: Thank you.

565
00:56:26.910 --> 00:56:28.579
Susan Kimball: I'm inclined to close this.

566
00:56:28.910 --> 00:56:29.939
Thomas Trutt: So am I.

567
00:56:30.210 --> 00:56:30.760
Cornelia Awenius (UB Mainz): Yeah.

568
00:56:33.050 --> 00:56:34.739
Thomas Trutt: It's a frivolous feature.

569
00:56:36.280 --> 00:56:36.870
Thomas Trutt: We have.

570
00:56:36.870 --> 00:56:40.479
Susan Kimball: Plenty of real features. We don't need any frivolous ones.

571
00:56:40.750 --> 00:56:41.970
Susan Kimball: Alright.

572
00:56:45.040 --> 00:56:48.139
Susan Kimball: Renew item from checkout screen.

573
00:56:49.390 --> 00:56:53.660
Thomas Trutt: This one, I would say, let's refine this one, because this is a pain in the butt.

574
00:56:55.040 --> 00:56:58.009
Susan Kimball: To try to renew from checkout?

575
00:56:58.440 --> 00:57:07.649
Thomas Trutt: Yeah, and this is something Voyager and a lot of other library management systems did. You open up a Patreon account and check out an item that they already have checked out, it just renews it.

576
00:57:12.020 --> 00:57:15.620
Cornelia Awenius (UB Mainz): Oh, that's interesting. I have an additional ticket in my list.

577
00:57:17.770 --> 00:57:20.350
Susan Kimball: Oh, you do? Oh, on your spreadsheet?

578
00:57:20.790 --> 00:57:25.200
Cornelia Awenius (UB Mainz): No, on the filter I see on Jira.

579
00:57:25.540 --> 00:57:35.110
Susan Kimball: Oh, I have not reload… I have not reloaded this recently, Cornelia, so it's possible. Like, my window has been open for a long time, so… Oh, okay. What do you have?

580
00:57:35.600 --> 00:57:36.330
Susan Kimball: What's the number.

581
00:57:36.330 --> 00:57:39.250
Cornelia Awenius (UB Mainz): 3212.

582
00:57:40.520 --> 00:57:45.020
Susan Kimball: Alright, let me see if I go back to… Thank goodness, alright.

583
00:57:47.190 --> 00:57:49.310
Cornelia Awenius (UB Mainz): It's also on the spreadsheet, so…

584
00:57:49.310 --> 00:57:50.459
Susan Kimball: Oh, it is?

585
00:57:50.460 --> 00:57:50.960
Cornelia Awenius (UB Mainz): Yeah.

586
00:57:50.960 --> 00:57:52.759
Susan Kimball: Well, that's interesting.

587
00:57:54.060 --> 00:57:56.350
Susan Kimball: Oh, right, I forgot these…

588
00:58:02.340 --> 00:58:06.080
Susan Kimball: Sorry, I know I'm going fast here. 3212, here it is.

589
00:58:08.960 --> 00:58:17.079
Susan Kimball: Ability for folio to recognize a double barcode scan as an alternative to pressing close when a pop-up appears.

590
00:58:18.990 --> 00:58:21.949
Scott Peterson: I see, I have a bad feeling about that one.

591
00:58:29.960 --> 00:58:35.920
Thomas Trutt: Yeah. I said kill it. This is definitely from our insanity. It was submitted by my boss.

592
00:58:36.090 --> 00:58:37.310
Thomas Trutt: I say we close it.

593
00:58:39.110 --> 00:58:46.890
Susan Kimball: So if something gets double scanned… okay, yeah, this seems like it's a… Training issue, right?

594
00:58:47.890 --> 00:58:53.669
Thomas Trutt: Well, it wasn't really a training issue, it was a barcode scanner issue. There was one.

595
00:58:53.670 --> 00:58:54.250
Susan Kimball: Oh.

596
00:58:54.420 --> 00:59:08.809
Thomas Trutt: Yeah, we had a batch of barcode scanners at one of the libraries, and it was one of the smaller libraries, that you scanned a barcode, and they were so sensitive that they would go beep, beep, and literally scan the barcode twice, and dump it in the folio.

597
00:59:08.810 --> 00:59:09.570
Susan Kimball: I see.

598
00:59:09.570 --> 00:59:20.179
Thomas Trutt: Yeah. Since then, we've changed the settings on those barcode scanners, so this is no longer an issue, but yeah, this was… this was a hardware issue.

599
00:59:20.910 --> 00:59:21.640
Susan Kimball: Okay.

600
00:59:24.170 --> 00:59:29.660
Susan Kimball: Any reason… Not to close this?

601
00:59:31.680 --> 00:59:33.359
Cornelia Awenius (UB Mainz): I don't understand.

602
00:59:33.810 --> 00:59:40.320
Cornelia Awenius (UB Mainz): Because some of those, like, you can close and modal with Escape, that's already there.

603
00:59:40.470 --> 00:59:40.990
Cornelia Awenius (UB Mainz): So…

604
00:59:40.990 --> 00:59:41.580
Thomas Trutt: Yeah.

605
00:59:41.580 --> 00:59:42.270
Cornelia Awenius (UB Mainz): What?

606
00:59:44.590 --> 00:59:48.359
Cornelia Awenius (UB Mainz): I don't know what… We'll do one. Alright.

607
00:59:48.750 --> 00:59:49.620
Susan Kimball: Close it.

608
00:59:53.590 --> 01:00:00.720
Susan Kimball: Alright, the renew item from checkout screen, we're back to this one. So this is something Voyager could do, right, Tom?

609
01:00:01.350 --> 01:00:01.970
Thomas Trutt: Yeah.

610
01:00:02.110 --> 01:00:02.720
Susan Kimball: Okay.

611
01:00:03.440 --> 01:00:05.909
Susan Kimball: So, it needs refinement, it looks like.

612
01:00:06.570 --> 01:00:09.709
Susan Kimball: We'd need to know, like, where it would go, how it would work…

613
01:00:14.060 --> 01:00:18.439
Susan Kimball: Or is it just… are you looking for a renewal, or is it only if…

614
01:00:19.760 --> 01:00:23.810
Susan Kimball: An item that's already checked out gets scanned again, it becomes renewed.

615
01:00:28.660 --> 01:00:31.430
Thomas Trutt: That's what ours was, is if you…

616
01:00:31.590 --> 01:00:37.849
Thomas Trutt: If somebody has something checked out on their account and you scan it and check out, it just automatically renews the item.

617
01:00:38.030 --> 01:00:38.740
Susan Kimball: Gotcha.

618
01:00:40.480 --> 01:00:43.929
Cornelia Awenius (UB Mainz): Do you have to check the patron barcode again, or…

619
01:00:46.360 --> 01:00:58.950
Susan Kimball: If you're in checkout, you're already in checkout, and you scan something that's already out to them, which I don't understand why that would happen in the first place, because why would they be coming to the desk with something they… I guess if they're coming to renew it.

620
01:00:59.980 --> 01:01:05.659
Cornelia Awenius (UB Mainz): Yeah, but you would need to check to scan the patron barcode first, wouldn't you?

621
01:01:06.110 --> 01:01:06.960
Susan Kimball: Yes. Yes.

622
01:01:06.960 --> 01:01:07.940
Thomas Trutt: Yes.

623
01:01:07.940 --> 01:01:09.500
Susan Kimball: It would be a regular checkout.

624
01:01:10.240 --> 01:01:12.330
Thomas Trutt: And we did… oh, sorry, go ahead, Premiere.

625
01:01:12.860 --> 01:01:18.339
Cornelia Awenius (UB Mainz): Yeah, so you can search for different users as well, but yeah, whatever. I don't…

626
01:01:18.800 --> 01:01:29.110
Thomas Trutt: Well, yeah, you would… it would be, like, normal checkout, like, so if I had… and, the scenario I'm thinking of that used to happen all the time, before Folio is we would…

627
01:01:29.110 --> 01:01:46.230
Thomas Trutt: have patrons come in with a stack of books and say to our student, I want to renew all these, and they would swipe their ID in checkout, bring up their account, and then just literally recheck the items back out to them, and they will renew them on the spot, instead of having to go into their patron account and then renew them from there.

628
01:01:46.810 --> 01:01:56.750
Thomas Trutt: It sticks one way, half a dozen, another, it just was a little bit easier sometimes for the students to do it that way than going into the user account.

629
01:01:56.980 --> 01:01:58.670
Thomas Trutt: Yeah.

630
01:01:59.090 --> 01:02:00.399
Cornelia Awenius (UB Mainz): Ugh.

631
01:02:01.800 --> 01:02:04.099
Susan Kimball: Leah doesn't love it, I can tell.

632
01:02:04.100 --> 01:02:10.280
Cornelia Awenius (UB Mainz): I wonder why would someone would do this? I mean, just people renew their…

633
01:02:10.450 --> 01:02:13.430
Cornelia Awenius (UB Mainz): renew their loans on their own.

634
01:02:13.430 --> 01:02:15.009
Thomas Trutt: Oh, yeah. Most of the time.

635
01:02:15.140 --> 01:02:27.560
Thomas Trutt: we have lazy patrons. They would rather walk a stack of books to the library and ask us to renew them than log in, because we would even say to them, you know you can do this online? Yeah, I know, I don't want to. I'd rather you do it. I'm like, okay, why?

636
01:02:27.940 --> 01:02:29.709
Thomas Trutt: I've also looked out stupid…

637
01:02:31.440 --> 01:02:32.529
Cornelia Awenius (UB Mainz): Never happened here.

638
01:02:33.640 --> 01:02:34.360
Susan Kimball: Yeah.

639
01:02:34.390 --> 01:02:39.370
Thomas Trutt: You're also talking about students that were on, wheelie chairs.

640
01:02:39.370 --> 01:02:54.780
Thomas Trutt: That to get a laptop, instead of getting off the chair and walking 5 steps to get a laptop and walk 5 steps back, they would literally push themselves off of the desk, roll across the floor, grab a laptop, and push themselves off the laptop cart, and roll back to the desk.

641
01:02:54.780 --> 01:02:56.910
Thomas Trutt: So… Boy.

642
01:02:58.770 --> 01:03:01.950
Susan Kimball: Alright, so Tom, is this something your folks still want?

643
01:03:03.060 --> 01:03:14.080
Thomas Trutt: I would say very low priority. Like, it works fine the way it is now. I think it would be useful, but I think it's also going to be a little bit complicated because of the way

644
01:03:14.260 --> 01:03:18.710
Thomas Trutt: with folio, some of the blocks it has. So, yeah.

645
01:03:19.420 --> 01:03:24.110
Susan Kimball: I think it would need further refinement, in any case, about how this would work.

646
01:03:24.330 --> 01:03:25.000
Thomas Trutt: Yeah.

647
01:03:25.120 --> 01:03:28.030
Thomas Trutt: And Katie, are you saying close this one, or was it the other one?

648
01:03:28.570 --> 01:03:30.360
Susan Kimball: Oh, she was talking about a different one.

649
01:03:30.360 --> 01:03:32.020
Thomas Trutt: Okay, sorry. Go to the back.

650
01:03:32.450 --> 01:03:33.450
Susan Kimball: Yep.

651
01:03:33.860 --> 01:03:48.140
Susan Kimball: All right, that is time, so we will stop there. I will add 3400 as our next one to talk about next time, and that next time will probably be 3 weeks, because

652
01:03:48.650 --> 01:03:51.870
Susan Kimball: I think we have a calendar calming.

653
01:03:52.050 --> 01:03:56.889
Susan Kimball: in the middle of that, the last end of March, beginning of April.

654
01:03:57.230 --> 01:04:08.440
Susan Kimball: So, hopefully we'll see some of you on Monday to talk about prioritization with Martina, and, if we have time, look at our description.

655
01:04:09.310 --> 01:04:13.690
Susan Kimball: Anything else before we go?

656
01:04:15.120 --> 01:04:19.189
Cornelia Awenius (UB Mainz): I will be off in 3 weeks, so someone else has to.

657
01:04:19.390 --> 01:04:21.000
Cornelia Awenius (UB Mainz): Fill in the spreadsheet.

658
01:04:21.340 --> 01:04:21.940
Susan Kimball: Okay.

659
01:04:22.090 --> 01:04:23.850
Susan Kimball: Appreciate that heads up.

660
01:04:24.540 --> 01:04:34.140
Susan Kimball: Thank you so much, Cornella, for doing the note-taking on all of these decisions, and thanks, everyone, for participating. We'll see you all on Monday.

661
01:04:34.140 --> 01:04:35.519
Scott Peterson: Okay. Have a good day.

662
01:04:35.520 --> 01:04:36.540
Cornelia Awenius (UB Mainz): Susan?

663
01:04:36.540 --> 01:04:37.430
Susan Kimball: I will try.

664
01:04:37.430 --> 01:04:39.870
Cornelia Awenius (UB Mainz): Thank you. Take care, have a lot of rest.

665
01:04:39.870 --> 01:04:41.179
Susan Kimball: I will. Bye-bye.

666
01:04:41.180 --> 01:04:43.830
Cornelia Awenius (UB Mainz): It's not just a cold, it's a virus.

667
01:04:43.830 --> 01:04:46.880
Susan Kimball: It's virus, exactly. That sounds much worse.

668
01:04:48.200 --> 01:04:48.910
Susan Kimball: Take care.

