[UXPROD-3362] View-only permission for circulation rules pane in Settings --> Circulation Created: 06/Oct/21  Updated: 12/Apr/23  Resolved: 22/Mar/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Poppy (R2 2023)

Type: New Feature Priority: P3
Reporter: Erin Nettifee Assignee: Tim Auger
Resolution: Done Votes: 0
Labels: ui-only
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UICIRC-843 Create a new permission that grants V... Closed
Release: Poppy (R2 2023)
Front End Estimate: Small < 3 days
Front-End Confidence factor: 90%
Back End Estimate: Out of scope
Back-End Confidence factor: 100%
Development Team: Volaris
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: Mainz (Full TBD): R2

 Description   

Current situation or problem: Libraries would like the ability to grant staff read-only access to view the entire set of defined circulation rules (e.g., the third pane for Settings --> Circulation --> General --> Circulation Rules.)

This would allow staff to have better ability to troubleshoot circulation issues, without risking accidentally editing or overwriting existing rules.

Staff would need to be able to click and scroll in the circ editor window to view all the rules, but not be able to edit existing text. The "Save" button could either be non-visible, or be visible but non-clickable.

In scope

  • Development of a permission ui-circulations.settings.view-circulation-rules that, when granted to a user, allows them to view the circulation rules in a system, but does not allow them to make changes to the rules file.
  • Changes to the UI in Settings > Circulation so that the new permission works as expected.

Out of scope

  • Changes to the behavior of the circulation rules editor when the logged in user has permissions to edit circ rules (ui-circulation.settings.circulation-rules).

Use case(s)

  • A library system with shared circulation rules among multiple college libraries designates a small group of staff with permission to edit rules; they develop processes to back up rules and ensure as much as possible that mistakes are not made. At each college library, the service desk manager receives view-only access to the circ rules; this allows them to figure out if a particular ruleset may not be firing as expected when troubleshooting transactions, and to also request tweaks to rules based on real-time customer interactions.

Proposed solution/stories
See UICIRC-843 Closed - this story assumes that the editor still appears in the screen as it does if the user has ui-circulation.settings.circulation-rules, but that you can't click in the editor to type anything. The save button remains grayed out (this is default behavior in the editor until a change is made to the rules file.)

The assumption we are making in beginning this story is that this is the simplest approach; however, the editor has significant javascript hooks that might be difficult to work with. So if investigating this feature shows that it would be easier to show the rules file in a different way to FOLIO users, that would also be acceptable, as long as they can view the entirety of the rules file and are not able to save any changes to it.

Links to additional info

Questions

  • It's unknown if changes would be needed to the API /circulation/rules – GET /circulation/rules already exists, but we are assuming that someone with the new permission would not be able to sent a PUT call to /circulation/rules


 Comments   
Comment by Erin Nettifee [ 06/Oct/21 ]

Cheryl Malmborg - catching up with a lot of Duke needs for FOLIO - we'd really like this permission to be created. I think we've discussed it in the past, but I couldn't find a feature for it, so I just went ahead and put this here to capture the need. If it's a duplicate, I apologize, and I'll be glad to clean it up.

Comment by Erin Nettifee [ 02/Aug/22 ]

Cheryl Malmborg I fleshed this out a bit more and added an associated story, UICIRC-843 Closed – could you take a look and let me know what you think?

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