Circ Rules and Loan Policies (UXPROD-789)

[UXPROD-2704] DRAFT: Disambiguate Duplicate Institutions in Circ Rules Created: 30/Sep/20  Updated: 22/Sep/22  Resolved: 22/Sep/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Circ Rules and Loan Policies

Type: New Feature Priority: TBD
Reporter: Cate Boerema (Inactive) Assignee: Erin Nettifee
Resolution: Duplicate Votes: 0
Labels: ui-only
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File screenshot-1.png    
Issue links:
Duplicate
duplicates UXPROD-2367 Prevent non-unique names for location... Draft
Relates
relates to UXPROD-985 Auto-Generate Location Codes and Conf... Closed
Potential Workaround: This problem can be worked around by not using duplicate institution codes when setting up your tenant.

Also, if you have only one institution in your tenant AND/OR you don't create circ rules at the institution level, you will not run into this issue.
Epic Link: Circ Rules and Loan Policies
Development Team: None
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R3
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R4
Rank: MO State (MVP June 2020): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

DRAFT - NOT READY TO RANK

Current situation:

  • If you create institutions with duplicate codes and then tie circ rules to those institutions, FOLIO gets confused and applies the wrong policies
  • Background:
    • In early 2019, locations were added to Circ Rules
    • Due to real-estate constraints, the designs for this feature relied heavily on codes
    • Because codes were not previously very functional, they did not have a uniqueness constraint (i.e. it is possible to create institutions, campuses and libraries with non-unique codes and then use them in circ rules)
    • According to testing, creating circ rules for institutions with non unique codes causes items to get the incorrect policy at check out
      • NOTE:
        • Duplicates are unlikely to be problematic for circ rules associated with the campus or library levels because the circ rules UI considers the complete string in the editor when replacing the name by the UUID. So "I1>Camp" and "I2>Camp" are seen as different because I1 and I2 are different.
        • Duplicates are not an issue for circ rules associated with the (shelving) location level because it is not possible to create duplicate locations

In scope:

  1. Adjust the circ rules UI so that, when you select an Institution, the institution Name is displayed as well as the Code. Because Institution names are unique, this will eliminate ambiguity when institution codes are duplicates.

Out of scope:

  • Prevent non-unique names for location codes UXPROD-2367 Draft
  • Auto-Generate Location Codes and Configure Location Display Options UXPROD-985 Closed

Proposed solution/stories:

  • Adjust the circ rules UI so that, when you select an Institution, the institution Name is displayed as well as the Code


 Comments   
Comment by Erin Nettifee [ 22/Sep/22 ]

Duplicate of UXPROD-2367 Draft (which is much more fleshed out) so I am closing this one.

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