Loans (UXPROD-788)

[UXPROD-2637] Check out to user without barcode Created: 26/Aug/20  Updated: 17/Aug/22

Status: Analysis Complete
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: Unresolved Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by CIRC-725 BE: check out to user without barcode Open
is defined by UICHKOUT-511 Can't check out to user without barcode Blocked
Relates
relates to UICHKOUT-657 Can not check out to a patron if the ... Closed
Epic Link: Loans
Front End Estimate: Very Small (VS) < 1day
Front End Estimator: Zak Burke
Front-End Confidence factor: Medium
Back End Estimate: XL < 15 days
Back End Estimator: Marc Johnson
Estimation Notes and Assumptions: Assumes we want to have two variations of check out, one using barcodes for the borrower and item, and the other using ID.

Work involves consolidating the implementation and testing of these two APIs so that the maintenance or test effort doesn't significantly increase relative to the doubling of API surface area.

Estimate will likely increase if separate integration tests will be needed.
Development Team: Vega
PO Rank: 94.5
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R5
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R3
Rank: GBV (MVP Sum 2020): R3
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R2
Rank: Mainz (Full TBD): R4
Rank: MO State (MVP June 2020): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

Current situation or problem:
FOLIO prevents checking out to users without barcodes, though users can be created without barcodes.

In scope
Allow for check out of user without barcode

Out of scope

Use case(s)

  • Often the case for new users (e.g., college freshmen)

Proposed solution/stories

Links to additional info

Questions



 Comments   
Comment by Emma Boettcher [ 10/Sep/20 ]

Marc Johnson Zak Burke Created this feature based on comments in UICHKOUT-511 Blocked - could you provide estimates for it? (Not sure any frontend work would be needed but figured I'd ask.)

Comment by David Bottorff [ 16/Sep/20 ]

This is not needed by Chicago, and can be ranked as such.

Comment by Erin Nettifee [ 09/Dec/20 ]

I don't know that this was fully fleshed out yet, but wanted to note that there is a dependency with Requests here - the User Pane has a link to view a patron's open requests, and that link does a search by patron barcode. So it would need to be changed as well.

Comment by Erin Nettifee [ 08/Feb/21 ]

Cheryl Malmborg I actually think this is working, based on what I saw on snapshot last week.

In Settings --> Circulation --> Other Settings, you have the four checkout ID boxes, which by default are unchecked on snapshot. But if you go into settings, you have to set a value in order to save that screen.

Once you select any value, the checkout option works on the IDs you select.

So say you don't want to require a barcode, but maybe use the username instead. If you check that box, your users have to have the username value saved, but don't have to have a barcode.

So essentially FOLIO requires at least one of the identifiers to be used, but it doesn't have to be the barcode. I think if you just wanted to rely on the patron search modal, and not require any of the ID fields, you could use the FOLIO record number as the identifier. It would force you to search for a patron every time.

It would be good if someone else could verify this, but if I'm correct, I think that the existing functionality can be documented and this feature can be closed.

Comment by Cheryl Malmborg [ 08/Feb/21 ]

Erin Nettifee Erin, Checkout does work as you described. It does require that the user record contain a username. If I change the settings to use only folio record number, I get the message that the user does not have a username.

I think institutions that requested this feature wanted to look up patrons by name. Not all institutions may assign usernames to non-staff. The system should be able to supply folio record number from a user chosen from the user display.

Comment by Erin Nettifee [ 09/Feb/21 ]

A little more exploration (and just noting if others are interested) - I played with this on Snapshot today using developer tools.

When checking out an item to a patron who does not have a barcode, it passes an empty string in the POST - it looks like

{"itemBarcode":"645398607547","userBarcode":"","servicePointId":"7c5abc9f-f3d7-4856-b8d7-6712462ca007","loanDate":"2021-02-09T18:16:57Z","id":"8b026812-5b2e-4278-9144-45dc4c5c9c0f"}
Comment by Erin Nettifee [ 17/Aug/22 ]

Note that this issue is going to be problematic for Duke, as many of our students are now no longer getting physical cards by default, while faculty and staff are - we have been pushing physical card IDs into the barcode field, and mobile IDs into a custom field (which is why we did UXPROD-2936 Closed ).

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