Sahra: Transit slips/notes on account for patrons who have fines or fees. haven’t talked about what we should do? could we have a conversation about what the best practices are? We’ll get a paging slip for a patron that owes money, so they likely won’t be able to loan it. At the same time we don’t want to not send the item because they might clear their account up. What’s the best route?
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Request can be canceled from the patron’s home institution and it will stop all forward movement.
→ Sahra will add a new cancelation reason on her end and do some testing with Ross.
10/9/23
Sahra added cancelation reason on UCR sandbox and we tested for requests placed by me which were canceled on her end. Because no emails are send within the sandbox we don’t know if I would have been notified -OR- if the request was pushed to the next campus in line.
next steps: add another member (Ingred) and continue to test, but this time in the live environment. We’ll be able to test emails that are (or aren’t sent) and test if canceling the request pushes it to another campus.
Depending on those results, we’ll have to make a determination on if there’s a better process for cancelling a request so it wouldn’t be pushed to another campus (e.g. contacting patron’s home institution and asking for it to be cancelled at the source).
10/17/23
Testing between UCM, UCI and UCR.
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→ patrons might not have the same experience at each campus, but maybe they can hear the same messaging. (i.e. maybe as an OST we develop language to share amongst each other and repeat to patrons).
2/12/2024
Discussed methods for notifying our patrons and developed the following boiler plate to the “On Hold Shelf” letter:
You may not be able to pick up your item(s) if you have active fines/fees at any UC campus.
Please verify the status of your account online by logging into your home institution Library Account and reviewing the Fine + Fees tab for each campus listed.
To do: determine best placement for text in the letter. Perhaps after “The library material you recently requested has been delivered and is ready for pickup” but before “This material may be picked up at…”
2/26/2024
Finalized text above but modified the location. It will go after the first two sentences (“The library material you recently requested has been delivered and is ready for pickup. This material may be picked up at…”)
Mark will look into best practices for screen readers/accessibility in how to display this text.
2/27/2024
Mark got some info for email based accessibility and shared with the group. Tony did more testing with the <pullquote> command and wasn’t able to get the border to appear in the email. It’s possible that element is intended for webpages vs. emails. He was able to find success using a block-level element to wrap the test and that shouldn’t cause a problem with accessibility.
3/11/24
Will generate decision page.