Loans (UXPROD-788)

[UXPROD-3913] Mainz: Loans record. Add new property. Loan specific notes/comments Created: 06/Dec/22  Updated: 08/Feb/24  Resolved: 26/Sep/23

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

Type: New Feature Priority: P2
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: mainz, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: JPEG File Loans-newpatroninfo-newstaffinfo.jpg     PNG File Skärmavbild 2023-05-19 kl. 5.09.43 em.png     PNG File Skärmavbild 2023-05-19 kl. 5.19.29 em.png    
Issue links:
Defines
is defined by CIRC-1793 BE | Add the field "loan.additionalIn... Closed
is defined by CIRC-1823 Make patron and staff information vis... Closed
is defined by CIRC-1848 New patron info can be created by id_... Closed
is defined by CIRC-1854 Loan details record. Diku_admin user ... Closed
is defined by CIRC-1946 CLONE - 1793 BE | Add the field "loan... Closed
is defined by MODAUD-164 Accept circulation LOG_RECORD events ... Closed
is defined by MODFEE-344 BE | Add the field "loan.additionalIn... Closed
is defined by MODNOTIFY-127 BE | Populate the token "loan.additio... Closed
is defined by UICHKOUT-855 Add two options (Add patron info + Ad... Closed
is defined by UICHKOUT-857 Use new WSAPI for adding patron/staff... Closed
is defined by UICIRC-939 UI | Loans record. New token for noti... Closed
is defined by UICIRCLOG-122 Make patron and staff information vis... Closed
is defined by UICIRCLOG-123 Add loan patron and staff info filter... Closed
is defined by UICIRCLOG-128 Distinct between patron info and patr... Closed
is defined by UICIRCLOG-130 CIRCLOG. Consequently display of patr... Closed
is defined by UIU-2816 Loan details record. Add two buttons ... Closed
is defined by UIU-2817 Loan details record. Display of patro... Closed
is defined by UIU-2818 Loan details record. Display of staff... Closed
is defined by UIU-2865 Add permissions for adding Patron Not... Closed
is defined by UIU-2868 Write UI tests for patron/staff-notes... Closed
is defined by UIU-2891 In loan history, older staff notes sh... Closed
is defined by UIU-2893 Use new WSAPI for adding patron/staff... Closed
is defined by UIU-2895 Modify add-patron/staff-info permissi... Closed
is defined by UIU-2922 Loan details record. Modal for adding... Closed
is defined by UIU-2932 Loan details record. Modal for adding... Closed
Release: Poppy (R2 2023)
Epic Link: Loans
Development Team: Gutenberg
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

Current situation or problem: FOLIO only allows adding a note to the loan record when you override a patron block, or a loan policy. Currently there is no integration between FOLIO and the desktop client used by the German library consortium for receiving ILL requests.

In scope: Introduce the concept of having a way in FOLIO to add a loan specific comment/note in the loan record for any transaction; e.g. the purpose of Inter Library Loan. The comment/note needs to be implemented as a property, so the value can be tokenized and used in the patron notices.
Here UX mock up from Kimie Kester:

Out of scope:

  1. Introducing a comment type, has been discussed with the user group from Mainz, but for now that's not in the scope of this work.
  2. Implementation of an Action button in the upper right of the screen condense the primary buttons at the top into an Actions dropdown, including also the new Actions button above the MCL for "New patron info" and "New staff info"
  3. Integration between the ILL client and FOLIO

Use case(s):
As a circulation staff member

  1. I want to change a loan’s due date and add a reason why I did it (staff info)
  2. when checking out to a receiving ILL library, I need to save the ILL transaction number on the loan for future reference/communication (patron info, needs to be on overdue notices)
  3. I want to define special conditions (reading room only etc.) for the ILL receiving library and save them on the loan for future reference/communication (staff info)
  4. when patron claims an item returned (comment required) and later calls with additional information I want to add that info to the loan (staff info)
  5. I want to track searches on claimed returned items and add a comment as a workaround until https://folio-org.atlassian.net/browse/UXPROD-532 gets developed (staff info)
  6. when I receive information concerning a loan by phone/email, I want to store that info on the corresponding loan (staff info)

Proposed solution/stories:

Links to additional info:

  1. The requirements has been discussed with the RA-SIG on 11/28/2022 -
    1. see meeting minutes: https://folio-org.atlassian.net/wiki/display/RA/2022-11-28+Resource+Access+Meeting+Notes
    2. Link to reworked requirements for loan notes/comments (1/12/2023):
      https://docs.google.com/presentation/d/11pubkyHcBO4dPbMl4JMTN6H2qNcDIl2rUD2jSkSuTpg/edit#slide=id.p
    3. Link to old version of the slide deck - updated with use cases slide #8 (12/14/2022) and three new slides #10-12 creens (1/4/2023) https://docs.google.com/presentation/d/17_4uxZPikUumeKMs2qugpILSzOoTuPS0eS3Aiay-0DU/edit#slide=id.p
  2. More documentation with examples: https://docs.google.com/document/d/1t6NP27rdudm1ps98MKJWO2cB-VsXNsKnZkK2prGwHVw/edit#heading=h.kz385uystwln

Other comments:
For this implementation the UX follows what has been implemented on the Fee/fine screen - as reviewed by the Ressource Access SIG.
At a later phase when the development teams have time to condense the primary buttons at the top of the loan record into an Actions dropdown; then at that time, they could also include the new Actions button above the MCL for "New patron info" and "New staff info"



 Comments   
Comment by Erin Nettifee [ 06/Dec/22 ]

Charlotte Whitt I would not consider the requirements for this complete based off of the RA SIG meeting. Are you planning on being the PO for this or not sure yet?

Comment by Charlotte Whitt [ 12/Dec/22 ]

Hi Erin Nettifee - no I know that Mainz is still working on the requirements.

And yes I'll be the PO for this task, and the work will be funded by Mainz and the development to be done by Index Data's development team Gutenberg. The planned release is Poppy.

CC: Axel Dörrer Marko Knepper

Comment by Mike Taylor [ 15/May/23 ]

I butt-assigned this to myself. I'm giving it back to Charlotte Whitt, where it belongs.

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