Hi all,

Thanks for the productive conversation at today’s meeting. As promised, I’m sending out an assignment so we can continue our discussion about custom item statuses.

Scope

It looks like the circulation components page on the wiki encompassed things we’d talk about as item status (or Availability, in the three-part item state model) but also other kinds of values (Needed for or Process, in the three-part item state model). For this assignment, please enter the statuses you have that you think will map to any of those fields, not just “Availability”.  

About this spreadsheet

The spreadsheet has 5 visible columns (2 additional ones are hidden)

· FOLIO: name for the status in FOLIO, if applicable

· Status: name for the status in the Circulation components page (if present) or locally (if not on Circulation components page)

· Description: what the status means/is used for. Copied from the Circulation components page (if present),  or added by the person adding the status to the spreadsheet.

· Bucket: Copied from the Circulation components page (if present), from the status implementation list (if not present on the Circulation component page but planned or developed for FOLIO) or added by the person adding the status to the spreadsheet.

· Used by schools: Which schools are using the status

You may recall that we looked at the status implementation list in the meeting. I thought it might be confusing to others who use that document to have the RA SIG’s notes in a separate tab. Instead of adding another tab to that spreadsheet, I created a separate document. Both have links to the other, and both are in the newly created Item state (item status) folder on the RA SIG Google Drive.

Instructions

For each status you have:

1. Look at the list and see whether its function is already listed in the Description column. (Please don’t just go by the Status column – I’m sure names vary by systems, and I don’t think we need two separate rows for “On hold” and “Awaiting pickup” if they mean the same thing.)

a. If so, add your school’s name to the “Used by schools” column, along with any notes in parentheses. If your name for this description differs from what’s listed under “Status” or “FOLIO”, feel free to include that as a parenthetical.

b. If not, move to step 2.

2. If the status’s function is not listed in the Description column, add it to the spreadsheet.

a. FOLIO column: should be left blank.

b. Status: name of status in your system

c. Description: a description of what the status means. If your staff see an item with this status, what do they understand about the item? Please enter something, even if you think it seems obvious from the Status field.

d. Bucket: could be left blank. If your system has multiple types of statuses (e.g., Aleph’s process statuses), use this column to indicate what type of status it is.

e. Used by schools: enter your school’s name here, so we know who added it.

Goals

· Determine whether an item status is likely to be a custom item status (is it needed by many schools, or just one or two? Does it require additional logic beyond that specified in this form?)

o If not a candidate for a custom item status, should be discussed by SIG

· Use cases for the three-part item state

Deadline – end of day Friday, 2/28/2020

The information you provide will be most useful if there’s some time to process it before Monday’s SIG meeting. Respond to this email with questions for me, or catch me before/after the Thursday SIG meeting. I’m also happy to set up phone calls with individual schools if that helps.

Thank you,

Emma

Emma Boettcher

User Experience Resident Librarian

ecboettcher@uchicago.edu | 773-834-8497