Loans
(UXPROD-788)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Loans |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Emma Boettcher | Assignee: | Cheryl Malmborg |
| Resolution: | Won't Do | Votes: | 0 |
| Labels: | None | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Potential Workaround: | Use change due date to extend a loan for patron, or set up a loan policy so that the loan period upon renewal is extended for longer than the original loan. |
| Epic Link: | Loans |
| Development Team: | Vega |
| Kiwi Planning Points (DO NOT CHANGE): | 1 |
| PO Rank: | 21 |
| PO Ranking Note: | Not ranked by all institutions but likely go-live for very few. |
| Rank: Chalmers (Impl Aut 2019): | R5 |
| Rank: Chicago (MVP Sum 2020): | R5 |
| Rank: Cornell (Full Sum 2021): | R4 |
| Rank: Duke (Full Sum 2021): | R4 |
| Rank: 5Colleges (Full Jul 2021): | R4 |
| Rank: GBV (MVP Sum 2020): | R5 |
| Rank: Grand Valley (Full Sum 2021): | R5 |
| Rank: hbz (TBD): | R5 |
| Rank: Lehigh (MVP Summer 2020): | R2 |
| Rank: MO State (MVP June 2020): | R5 |
| Rank: TAMU (MVP Jan 2021): | R2 |
| Rank: U of AL (MVP Oct 2020): | R4 |
| Description |
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Provide a way for an institution to lend out items to patrons using policy A, then switch to policy B for the same patron and item. FOLIO determines loan policy based on four factors: patron group, material type, loan type, and effective location. This feature addresses what should happen if an item is checked out to a patron, assigning it loan policy A, and none of these factors change, but the library would subsequently like to assign it loan policy B. (Loan policy will be calculated upon renewal and can change if some of those factors have changed, therefore pointing to a new rule - this feature addresses how to change loan policy when no other factors have changed.) |
| Comments |
| Comment by David Bottorff [ 23/Jul/19 ] |
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Is this a different scenario than FOLIO processing a renewal based on an item's and patron's current status? In other words, if we loaned an item to a patron as a student, and they renewed it as a faculty member, we would assume the renewal should calculate the renewal based on the patron's faculty privileges. Similarly, if an item was on reserve at the time of an initial loan and was then taken off reserve and renewed, it should get a standard loan period for the renewal. Does this Jira cover the scenario above or is this a more manual ability to change a loan policy even if the patron/item don't match that loan policy? I presume the ability to simply alter the due date of a loan is separate from either of this possibilities. |
| Comment by Erin Nettifee [ 24/Jul/19 ] |
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Yah, I'd have the same question as David. I would assume that in his question, that if someone loaned it as patron type A, and then their status changed to Patron Type B, that when they renewed the book the renewal would follow the loan policy for patron type B. David Bottorff, this may be thinking about sort of the alternate scenario and trying to get a book back - I'm a faculty member and get a book for a year, and then I become a visitor, and I still have the book for a year, but as a visitor I'm only entitled to four weeks so I shouldn't get to keep it for the year. But in that case, you wouldn't want to arbitrarily change the loan policy on the patron, and you're not redoing the loan, if that makes sense - which in my mind is when the loan policy is used. It's more a scenario where reporting would be used. So I wonder why this feature is needed? |
| Comment by Emma Boettcher [ 24/Jul/19 ] |
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Erin Nettifee David Bottorff thanks for your questions. Yes, you're correct that the renewal, if any of the factors determining loan policy has changed, will point toward a different circulation rule & loan policy. However, at least one library has requested that they be able to change the loan policy for a loan even if the patron group, material type, loan type & item location have not changed. I think for most schools, manually extending the item's due date or configuring the loan policy so that it renews for a different length of time than the original loan period, would achieve the same effect, but if that's not the case for you, please rank accordingly. |
| Comment by Cate Boerema (Inactive) [ 29/Jul/19 ] |
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Hi Emma Boettcher this one was unassigned. Can you please give it a PO rank when you have the chance? |
| Comment by Erin Nettifee [ 31/Jul/19 ] |
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UM discussed a possible use case here that could be related - disabling notices by switching the loan policy to one that does not send any notices. Could be used in a case where a patron has died, for example, and you want to stop notices from going out on existing loans. Of course, there are other ways to do that (like just extending due dates.) But because it came up for us, I wanted to note it for posterity. |
| Comment by David Bottorff [ 31/Jul/19 ] |
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This might also be better handled at the patron level. Can the user’s notice preference be set to “none” or similar? |
| Comment by Erin Nettifee [ 31/Jul/19 ] |
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Yes, or a block feature (though some might see blocks as punitive.) I have a thread out to Holly, Darcy and Andrea about it (UM passing question to RA). |
| Comment by Brooks Travis [ 03/Oct/20 ] |
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Jumping in on this conversation late, but I'm curious what the actual use of this functionality would be, unless it also implemented due date recalculation as part of the change. Erin Nettifee Not sure if you've subsequently discovered this, or not, but the notice policy for a loan is not (currently) recorded in the loan record. Darcy Branchini Did we ever get a UXPROD in to record the associated notice policy on a loan? I can't seem to find one. |
| Comment by Erin Nettifee [ 11/Nov/20 ] |
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I did, yes. Darcy Branchini or Emma Boettcher - is it possible to get a feature to add the notice policy on a loan? |