Loans (UXPROD-788)

[UXPROD-532] Claim returned: track searches Created: 26/Apr/18  Updated: 03/Jan/24

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: loans, resourceaccess, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File uxprod-532-Loan details (modal).png     PNG File uxprod-532-Loan details.png     PNG File uxprod-532-Search settings.png    
Issue links:
Cloners
clones UXPROD-88 Loan: Claim returned Closed
Defines
is defined by UIU-1921 Add search for claimed returned item Open
is defined by UITEN-126 Settings: Limit number of searches by... Open
is defined by UIU-1922 Limit number of claimed returned sear... Blocked
is defined by UIU-1923 Permissions to add searches to items Blocked
Relates
relates to UXPROD-1704 Circulation log/report Open
relates to UXPROD-2716 Claim returned: view and resolve clai... Draft
relates to UXPROD-946 Loans in-app report: Items that are c... In Progress
relates to UXPROD-2325 Claimed returned: UI work, permission... Closed
relates to UXPROD-1227 Implement workflow for Claim Returned Closed
Potential Workaround: Get list of claim returned items & handle all resolution by looking each loan up individually.
Epic Link: Loans
Analysis Estimate: Large < 10 days
Analysis Estimator: Emma Boettcher
Front End Estimate: Small < 3 days
Back End Estimate: Large < 10 days
Back End Estimator: Bohdan Suprun (Inactive)
Estimation Notes and Assumptions: BE: We need a new API for increments, standard config service can be used to store max number of increments.
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 3
PO Rank: 100
Rank: BNCF (MVP Feb 2020): R1
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R1
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: Leipzig (Full TBD): R1
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R4

 Description   

Current situation or problem
When a patron claims they have returned an item, staff respond by searching for the item. After a certain number of searches, staff give up on searching for the item and decide whether or not to bill the patron. While it is possible to track this via pen and paper or systems external to FOLIO, including it in FOLIO would enhance communication between different library locations/service points, and also allow it to serve as a trigger for automated notices.

In scope

  • Create field on loan for number of times searched.
  • When an item is claimed returned, allow users to increment number of searches. Reflect this action in loan details action history.
  • Allow tenant to configure max number of searches per service point, and when max number of searches is reached, prevent them from incrementing searches.
  • require permission for adding search
  • Track "add search" action in the circulation log

Out of scope

  • Does not include claimed returned notices.
  • UXPROD-532 Analysis Complete (this feature) previously included a way to view all claimed returned items without drilling down to loan details for each, but that functionality has been split into UXPROD-2716 Draft .

Use case(s)

Proposed solution/stories

  • create new circ action, similar to change due date or other actions, and allow users to access that action from loan details and a user's open loans.

Links to additional info

  • Split from UXPROD-2716 Draft based on conversation at RA SIG meeting on 10/1/2020.

Questions



 Comments   
Comment by Anya [ 29/Mar/19 ]

Comment from the March Meeting : Would be good to have workflow functionality for this feature.

Comment by Anya [ 28/Sep/20 ]

Emma Boettcher any updates on this?

Comment by Emma Boettcher [ 28/Sep/20 ]

Anya No, and this is the first time I've looked at its rankings in a while - I thought only Chicago was using something like this in its system currently and that UXPROD-946 In Progress would suffice for most other schools, but perhaps I was wrong. I'll check with the RA SIG to verify understanding of the feature and consider changing its PO rank.

Comment by Debra Howell [ 29/Sep/20 ]

Emma Boettcher - Cornell definitely needs this feature and UXPROD - 946 will not suffice. Thanks for reconsidering its ranking.

Comment by Emma Boettcher [ 02/Oct/20 ]

Bohdan Suprun Zak Burke Could I get you to review estimates on this? Split it from UXPROD-2716 Draft based on recent conversation at RA SIG meeting. The current estimates are quite old, and the description is (hopefully) more detailed now than when it was first reviewed.

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