Yes, thanks Cate. That makes sense to me. I think because I was looking at the Index Data demo and there was no loan data on the user records I was looking at, I wasn’t sure what there was to see. I will take a deeper look at it (and Andrea I imagine you may want to do this too) to see what is there.

I appreciate your email / explanation to catch me up.

Cheers,

Erin

From: user-mgmt@ole-lists.openlibraryfoundation.org <user-mgmt@ole-lists.openlibraryfoundation.org> On Behalf Of D.S. Lamb
Sent: Monday, March 4, 2019 8:08 AM
To: user-mgmt@ole-lists.openlibraryfoundation.org
Cc: ecboettcher (ecboettcher@uchicago.edu) <ecboettcher@uchicago.edu>; tahewes (tahewes@gmail.com) <tahewes@gmail.com>; Holly L. Mistlebauer <hlm7@cornell.edu>; Darcy A. Branchini <dad284@cornell.edu>
Subject: RE: Circulation history and notices on a user record

Thanks Cate. I thought we had worked on this but it seems like a long time ago!

deb

Debra Lamb

Assistant Director, Access and Administrative Services

Hospitality, Labor and Management Library

Cornell University

521F Ives Hall

Ithaca NY 14853-3901

email: DSL6@cornell.edu

Phone: 607-255-3260

From: user-mgmt@ole-lists.openlibraryfoundation.org <user-mgmt@ole-lists.openlibraryfoundation.org> On Behalf Of Cate Boerema
Sent: Monday, March 4, 2019 7:18 AM
To: user-mgmt@ole-lists.openlibraryfoundation.org
Cc: ecboettcher (ecboettcher@uchicago.edu) <ecboettcher@uchicago.edu>; tahewes (tahewes@gmail.com) <tahewes@gmail.com>; Holly L. Mistlebauer <hlm7@cornell.edu>; Darcy A. Branchini <dad284@cornell.edu>
Subject: RE: Circulation history and notices on a user record

+ POs Emma Boettcher (Loans including loan history on user record), Holly Mistelbauer (Fees and Fines including fee/fine history on user record), Tania Hewes, (Users) and Darcy Branchini (Patron Notices)

Hi UM SIG,

We have already implemented patron loan and fee/fine history on the User record. This was done quite a while ago which may be why you don’t see a UXPROD feature for it. What we have now will be extended as we introduce new features. Take a look and let the POs know if you spot gaps.

Patron notices are currently in development so we haven’t yet implemented any patron notice history from Users. Darcy can get a UXPROD feature into JIRA to track this gap, if there isn’t one already.

Claimed returned (UXPROD-88) is not started yet, but I can see from the mockup that it will impact the item status, which displays on patron loan history and the loan details page. Not sure if that will be sufficient for your use cases. Emma is the person to speak with about requirements for this feature.

Thanks,

Cate

Cate Boerema

Principal Product Owner, FOLIO

EBSCO Information Services

cboerema@ebsco.com

Phone: +1 (978) 238-9334

From: user-mgmt@ole-lists.openlibraryfoundation.org <user-mgmt@ole-lists.openlibraryfoundation.org> On Behalf Of Erin Nettifee
Sent: 02 March 2019 04:01 PM
To: user-mgmt@ole-lists.openlibraryfoundation.org
Subject: Re: Circulation history and notices on a user record

CAUTION: External E-mail

I do think there are use cases for a more comprehensive history, or a snapshot of history, to be attached to the user record. Our local Aleph installation gives this info for the past 90 days, for example. I think that our systems team may be able to dig it out beyond that point, but it's not available generally to staff.

A few use cases that I know happen at Duke:

Claim returned items - if a patron claims they brought an item back, being able to go their record and see if they returned other items at the time they claimed they brought the missing item back, if so that's suggestive of staff error rather than patron error. And if a patron has claim returned items before, knowing that can help staff decide if they're going to be allowed to do it again.

Patron claims an item on their record is something they never borrowed - similar to above, being able to go to the record and see if other items were borrowed at the same time can suggest if it may have been a staff keying error or perhaps the patron has the item and doesn't realize it

In general, I think it may be hard to know ahead of time if a notice, for example, is part of problematic behavior or a normal transaction. A courtesy notice may not matter if an item is returned on time, or after the first overdue, but it does matter if an overdue charge is then applied, and definitely matters if an item goes to lost. I think programmatically it could be difficult to decide what's normal vs. not normal, and so it may be easier to just display all the borrow / loan history.

-Erin

From: user-mgmt@ole-lists.openlibraryfoundation.org <user-mgmt@ole-lists.openlibraryfoundation.org> on behalf of Maura Byrne <byrne@uchicago.edu>
Sent: Friday, March 1, 2019 5:53 PM
To: user-mgmt@ole-lists.openlibraryfoundation.org; D.S. Lamb
Subject: RE: Circulation history and notices on a user record

If memory serves, certain things like fees or fines or a lost book notice would attach to the user record, but I don’t know if borrowing history that didn’t generate any red flags should be on the user record.

I’ll take a look at the meeting notes, and see if there was any discussion around the times of the updates to this JIRA.

-mcb

From: user-mgmt@ole-lists.openlibraryfoundation.org [mailto:user-mgmt@ole-lists.openlibraryfoundation.org] On Behalf Of Erin Nettifee
Sent: Friday, March 1, 2019 9:59 AM
To: D.S. Lamb <dsl6@cornell.edu>; user-mgmt@ole-lists.openlibraryfoundation.org
Subject: RE: Circulation history and notices on a user record

Yah, Andrea is the one who brought it up with me in conversation yesterday. She’s under the impression that it’s something that the UM SIG would own and advocate for since it would be something displaying in the Users Module – so not a thing that the RA SIG would own.

I can see a story for item loan history (https://issues.folio.org/browse/UXPROD-1407) but couldn’t find anything about being able to see / trace that information from the patron record.

-Erin

From: D.S. Lamb <dsl6@cornell.edu>
Sent: Friday, March 1, 2019 10:56 AM
To: Erin Nettifee <erin.nettifee@duke.edu>; user-mgmt@ole-lists.openlibraryfoundation.org
Subject: Re: Circulation history and notices on a user record

Hi Erin,

I believe this is one of the things we have covered in the Resource Access SIG. You may want to reach out to Andrea and ask her.

thanks

deb

From: user-mgmt@ole-lists.openlibraryfoundation.org <user-mgmt@ole-lists.openlibraryfoundation.org> on behalf of Erin Nettifee <erin.nettifee@duke.edu>
Sent: Friday, March 1, 2019 10:54 AM
To: user-mgmt@ole-lists.openlibraryfoundation.org
Subject: Circulation history and notices on a user record

Hi everyone,

I took a pass through Jira before this email, but I may have missed something. Is there an open story / issue or has there been any discussion about the need to track circulation history and notice history on a user’s record?

The common scenario here is something about the patron contacting and complaining about a fine, and staff wanting to see what notices were sent to the patron and when. And many other scenarios where it is helpful to be able to start from the user record, even if it may be possible to also start from the item.

Thanks,
Erin

Erin Nettifee

Pronouns: she/her/hers

IT Business Analyst, Library Systems and Integration Support

Duke University Libraries

erin.nettifee@duke.edu

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