Extend patron notices to print

Description

Purpose/Problem:
Libraries need to be able to print and send notices via snail mail. In some cases, this is due to a mandate, such as a requirement to send final unpaid fee/fine notices via snail mail instead of by email or SMS. In other cases, it is a preference by the library or patron.

Description/Use case:

  1. Define which formats are allowed at tenant level

    1. If print is allowed and user preferences are allowed, then allow users to select print as a preference

  2. Setup notice

    1. Define print template for a specific notice

    2. Setup triggering event/conditions in policy and pull in notice templates

    3. Add to circulation rules

  3. During bulk processing, scan for matching circ rules, notice policies and templates, and print notices

Implementation Thoughts:

  • Add a print option to notice format configuration at the tenant level

  • Add a print template to notice templates

  • Add a notice print format option to notice policies

  • Allow for printing of these notices in bulk (and schedule when this runs or run it on demand?)

Additional Information

  • See attached mockup for template ideas (done early in project). It'll depend on whether or not the same template with multiple formats defined will be used where some users/patrons will receive their notices via print and some via email (depending on preferences and settings). If sending email or print are distinct and different use cases or scenarios, then keeping print templates and email templates separate might be a better choice.

Priority

Fix versions

None

Development Team

Volaris

Assignee

julie.bickle

Solution Architect

Parent Field Value

None

Parent Status

None

Attachments

2

Checklist

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TestRail: Results

Activity

Show:

Molly Driscoll March 23, 2023 at 1:15 PM

Thank you, ! MOBIUS has some libraries that will email a billing notice, but also need to print a hard copy for their records. I wanted to be sure that requirement was captured here to allow both type (email and print) for the same notice.

julie.bickle March 23, 2023 at 1:02 PM

Ah ok. I assume this feature would cover all kind of patron notices.

Molly Driscoll March 23, 2023 at 12:59 PM

I'm referring to billing notices to patrons when they are billed for replacement of lost items.

julie.bickle March 23, 2023 at 9:12 AM

This feature covers the printing of notices, not of invoices (or bills?)

Molly Driscoll March 22, 2023 at 8:26 PM

MOBIUS has also asked about if this feature will cover being able to both email and print bills. Does this feature (or another) cover this scenario?

Reporter

Potential Workaround

HK: There are legal requirements in the EU for this. Can most likely wait until Q2 of 2020 as long as it's available in Q3.

PO Rank

75

Analysis Estimator

Front End Estimate

XL < 15 days

Front End Estimator

Front-End Confidence factor

Low

Back End Estimate

XXL < 30 days

Back End Estimator

Rank: FLO (MVP Sum 2020)

R1

Rank: 5Colleges (Full Jul 2021)

R2

Rank: Cornell (Full Sum 2021)

R2

Rank: Chalmers (Impl Aut 2019)

R2

Rank: GBV (MVP Sum 2020)

R2

Rank: hbz (TBD)

R1

Rank: Hungary (MVP End 2020)

R1

Rank: Grand Valley (Full Sum 2021)

R1

Rank: Mainz (Full TBD)

R2

Rank: MI State-Lib of MI (Sum 2021)

R2

Rank: TAMU (MVP Jan 2021)

R1

Rank: Chicago (MVP Sum 2020)

R5

Rank: MO State (MVP June 2020)

R3

Rank: U of AL (MVP Oct 2020)

R1

Rank: Leipzig (Full TBD)

R1

Rank: Lehigh (MVP Summer 2020)

R2

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Created December 4, 2018 at 9:23 PM
Updated February 13, 2024 at 2:03 PM
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