Patron Notices (UXPROD-18)

[UXPROD-2165] Notify user when item(s) are aged to lost (automated f/f) Created: 26/Nov/19  Updated: 03/Jul/23  Resolved: 14/Jan/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
Parent: Patron Notices

Type: New Feature Priority: P2
Reporter: Darcy Branchini Assignee: Darcy Branchini
Resolution: Done Votes: 0
Labels: Lehigh(round_ii+mvp), cap-mvp, po-mvp, q4-2019-at-risk, q4-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Continues
is continued by UXPROD-3573 Notify user when item(s) are charged ... Closed
Defines
is defined by CIRC-962 Create scheduled notices when loan st... Closed
is defined by CIRC-963 Create scheduled notices when lost it... Closed
is defined by CIRC-964 Create scheduled notices when lost it... Closed
is defined by CIRC-1048 Stop sending aged to lost (item statu... Closed
is defined by CIRC-1065 BE - Changes to patron notice templat... Closed
is defined by CIRCSTORE-248 New triggering events for 'aged to lo... Closed
is defined by CIRCSTORE-264 Add new triggering events for 'aged t... Closed
is defined by MODFEE-147 Return list of fee/fine actions creat... Closed
is defined by UICIRC-515 Add aged to lost triggers to notice p... Closed
is defined by UICIRC-537 FE - Changes to patron notice templat... Closed
Gantt End to Start
has to be done after UXPROD-87 Loan: Aged to Lost using SET COST Closed
has to be done after UXPROD-501 Loan: Declared Lost Closed
has to be done after UXPROD-1857 Fee/fine Policies for Lost Item Fees Closed
has to be done after UXPROD-2260 Loan: Declared Lost (Stories dependen... Closed
Relates
relates to UICIRC-539 "Aged to lost" and "Aged to lost & it... Closed
Requires
requires CIRCSTORE-268 Can't edit patron notice policy with ... Closed
Epic Link: Patron Notices
Front End Estimate: Medium < 5 days
Front-End Confidence factor: Medium
Back End Estimate: XXL < 30 days
Development Team: Vega
PO Rank: 100
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R1
Rank: hbz (TBD): R2
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Current situation or problem:
The only automated fee/fine notice that's been implemented is an overdue fee/fine that's triggered when the overdue fee/fine is charged upon return or renewal by patron. Eventually, if an item isn't returned after it's overdue, it's automatically aged to lost by the system. We need notices to support this feature.

Use case(s):

  • As library staff, I want to send a notice to all patrons that have borrowed items with a status change to "aged to lost."
  • As library staff, I want to send reminder notices to all patrons that have borrowed items with a status of "aged to lost" (until that item is charged a fee/fine).
  • As library staff, I want to send a notice to all patrons charged lost item fee/fine(s), including amount to charge for the item and/or associated processing fees, as single notice.
  • As library staff, I want to send a notice to all patrons with adjusted lost item fee/fine(s) due to the item(s) being replaced or returned.

These are notices to support UXPROD-1857 Closed and UXPROD-87 Closed .

In scope:

  • Need to send a notice when item status is changed to "aged to lost."
  • Need to send notices reminding a patron that an item's status has been changed to "aged to lost."
  • Need to send a notice when a lost item fee/fine (and it's associated processing fees, if applicable per policy) are charged to patron.
  • Need to send a notice when adjustments are made to a lost item fee/fine, such as (and again, if applicable per lost item fee policy):
    • If lost item returned, remove lost item processing fee - cancel or refund if paid (fully or partially)
    • If lost item replaced, remove lost item processing fee - cancel or refund if paid (fully or partially)
    • If replacements are allowed and a replacement processing fee is charged
  • Need to adjust processing fees associated with the lost item (set cost) as defined by the policy (see above) and any reminder notices need to reflect any adjustments

Out of scope:

  • Actual cost fees/fines (instead of set cost) notices (blocked by UXPROD-2572 Closed )
  • Statements including status of all (outstanding) fees/fines by patron ( UXPROD-2113 Draft )

Proposed solution/stories:

  • BE story for storage of new triggers
  • BE stories for processing/logic of new triggers
  • FE story to add new triggers to UI
  • New triggers:
    • Add a new trigger under loan in notice policy titled "Aged to lost"
    • Add a new trigger under fee/fine in notice policy titled "Aged to lost fee/fine" (NOTE: might include the charge for the item plus a processing fee)
    • Add a new trigger under fee/fine in notice policy titled "Aged to lost & returned - adjusted fee/fine"
    • Add a new trigger under fee/fine in notice policy titled "Aged to lost & replaced - adjusted fee/fine"

Preferably needs to support multiple fee/fines for each patron due to one or more associated fees (set cost plus processing fees). Also, if a patron has several items meeting the aged to lost fee/fine policy criteria, then these should be bundled into a single notice. See UXPROD-2252 Open .



 Comments   
Comment by Khalilah Gambrell [ 09/Dec/19 ]

Holly Mistlebauer, is all the work complete for Team Vega/Darcy Branchini to proceed on this story? I think https://folio-org.atlassian.net/browse/UXPROD-1857 is the only dependency?

Comment by Holly Mistlebauer [ 17/Dec/19 ]

I have updated this issue to have the correct dependencies. This features is blocked by UXPROD-87 Closed and UXPROD-501 Closed . It can be started when one of these features has been developed but cannot be completed until both are.

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