Loans (UXPROD-788)

[UXPROD-2260] Loan: Declared Lost (Stories dependent on fines/fees work) Created: 11/Feb/20  Updated: 07/Jul/22  Resolved: 19/Jun/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2020
Parent: Loans

Type: New Feature Priority: P1
Reporter: Emma Boettcher Assignee: Emma Boettcher
Resolution: Done Votes: 0
Labels: cap-mvp, loans, po-mvp, q4-2019-at-risk, q4-2019-spillover, resourceaccess, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PDF File Lost items - Close loan (1).pdf    
Issue links:
Blocks
blocks UXPROD-846 Fees/Fines in-app report: Lost items ... Closed
Cloners
clones UXPROD-501 Loan: Declared Lost Closed
Defines
is defined by CIRC-731 SPIKE: Closing declared lost loan (Lo... Closed
is defined by CIRC-743 Closing declared lost loan (Lost and ... Closed
is defined by CIRC-746 BE: Check in: lost and paid items Closed
is defined by CIRC-747 BE: Check out Lost and paid item Closed
is defined by CIRC-748 BE: Lost and paid: prevent all reques... Closed
is defined by CIRC-749 Show separate declared lost and close... Closed
is defined by MODFEE-54 Publish event when an account with lo... Closed
is defined by MODINV-291 Add 'Lost and paid' status to allowed... Closed
is defined by MODINVSTOR-494 Add 'Lost and paid' status to allowed... Closed
is defined by MODPUBSUB-86 Grant pub-sub user with 'circulation.... Closed
is defined by UICHKIN-119 Check in: lost and paid items Closed
is defined by UICHKOUT-549 Check out Lost and paid item Closed
is defined by UIIN-895 Lost and paid: behavior in inventory Closed
is defined by UIREQ-400 Lost and paid: prevent all request types Closed
is defined by UIU-1204 Closing declared lost loan (Lost and ... Closed
Gantt End to Start
has to be done before UXPROD-2165 Notify user when item(s) are aged to ... Closed
Relates
relates to UXPROD-2535 Loan: Declared lost - showing source ... Closed
relates to UXPROD-2554 Loan: Declared lost - work for actual... Closed
relates to UXPROD-2246 Loan: Declared Lost - Fee/Fine work f... Closed
relates to UXPROD-2391 Loan: (BE) Declared Lost/Aged to Lost... Closed
relates to UXPROD-3564 Loan: (FE) Declared Lost/Aged to Lost... Closed
relates to UXPROD-3565 Loan: (BE) Lost Item Fees processing ... Closed
relates to UXPROD-3377 Loan: (FE) Lost Item Fees processing ... Closed
relates to UXPROD-3744 Loan: (FE) Lost Item Fees processing ... Closed
relates to UXPROD-3554 Loan: Lost Item Fees processing page ... In Refinement
Epic Link: Loans
Analysis Estimator: Aditya matukumalli
Front End Estimate: XL < 15 days
Front End Estimator: Viktor Soroka
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Dmytro Popov
Estimation Notes and Assumptions: Excludes the impact on fees / fines and overdue determination
Excludes notifications
Item status updating mechanism is in place (and this only has minor impact)
Scope limited to introduction of declared lost process, impact on existing check in process (and presentation of item / loan information) and requests.

Don't have sufficient knowledge of fees and fines to know the impact.
Development Team: Prokopovych
PO Rank: 106.1
PO Ranking Note: Elevating rank because there's no clear workaround, particularly for being able to close a loan (without checking in the item) when the associated fees/fines are paid.
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R4

 Description   

Q2 2020 work includes:

  • Identification of appropriate item statuses.
    • contrast with status that is aged to lost/grossly overdue?
  • Declaring item lost while it is still checked out or overdue.
    • Item stays on patron's account while bill is open.
    • Replace copy does not need to be an option from the patron's open loans - it's a way of paying the bill
  • What happens when a declared lost item is returned // may be part of other fines/fees workflows
  • How a declared lost item appears across user's loan history and Inventory.
    • stays on open loans until bill is paid or transferred or otherwise taken care of.
  • Modal when declared lost item is checked back in

Not completed in Q2 2020, moved to UXPROD-2535:

  • closing loan based on actual cost fees
  • showing System (or FOLIO) as source of automated closed loan action on loan details


 Comments   
Comment by Cate Boerema (Inactive) [ 13/Feb/20 ]

Emma Boettcher is this Analysis complete?

Comment by Cate Boerema (Inactive) [ 12/Jun/20 ]

Emma Boettcher should UIU-1605 Closed be moved to UXPROD-2391 Closed ?

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