Fees/Fines (UXPROD-792)

[UXPROD-728] Pay lost item fee/fine with replacement copy Created: 27/May/18  Updated: 03/Jan/24

Status: Open
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: None
Parent: Fees/Fines

Type: New Feature Priority: P2
Reporter: Holly Mistlebauer Assignee: Paul Kloppenborg
Resolution: Unresolved Votes: 0
Labels: Current-ff-work, PMP, cornell-access-services, feesfines, resourceaccess, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: Zip Archive Lost Item Replacement--OLD INFO.zip     JPEG File Replacement-loan-details.jpg     JPEG File Replacement-loan-history.jpg     JPEG File Replacement-modal-confirmation.jpg     JPEG File Replacement-modal.jpg    
Issue links:
Blocks
is blocked by UXPROD-1857 Fee/fine Policies for Lost Item Fees Closed
Defines
is defined by UX-505 Create REPLACE ITEM screen mock-ups Open
is defined by UIU-2762 Update Loan Details to add new "Repla... Open
is defined by UIU-2763 Update Loan History to add new "Repla... Open
is defined by UIU-2764 Add new "Replace item" modal and conf... Open
Relates
relates to UXPROD-846 Fees/Fines in-app report: Lost items ... Closed
Potential Workaround: Holly: If a patron brings in a replacement copy, the fee/fine could be waived with a Waive Release of "Patron gave replacement copy." This functionality already exists.
Epic Link: Fees/Fines
Front End Estimate: Large < 10 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Holly Mistlebauer
Estimation Notes and Assumptions: We just changed our minds about how this will be handled.
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 2
PO Rank: 80
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R3
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R2
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R5
Rank: MO State (MVP June 2020): R3
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R2

 Description   

DRAFT REQUIREMENTS

  1. If patron says they will replace the item, leave status as "Declared lost" or "Aged to lost" until the replacement copy is received.
  2. If the Item status is "Claimed returned", the item cannot be replaced.
  3. Add an ellipsis option named Replace item on "Loan History" page (see attached draft mock-up Replacement-loan-history.jpg).
  4. Add button named Replace item on "Loan Details" page (see attached draft mock-up Replacement-loan-details.jpg).
  5. The Replace item option will only be active if Item status is currently "Declared lost" or "Aged to lost".
  6. When an acceptable replacement copy is received from patron, the library staff member will open the "Replace Lost Item" modal (see attached draft mock-up Replacement-modal.jpg). Additional information for staff is a required field.
  7. After Confirm button is pressed (see attached draft mock-up Replacement-modal-confirmation.jpg) on the "Replace lost item confirmation" modal, system will automatically -
    • Cancel Lost item fee/Lost item fee (actual cost)
    • Cancel Lost item processing fee (if applicable)
    • Bill Replacement processing fee (if applicable)
    • Set Payment status to "Replaced"
    • Set Item status to "Lost and replaced"
    • If a "Replacement processing fee" is billed to the patron, write a record to the circ log <-- Newly added!
    • Close loan to patron
  8. Only certain people are able to approve an item as a replacement--often sent to the selector. This will require a special permission.
  9. Send notice (need to talk to julie.bickle about this).

Attached zipped folder Lost Item Replacement-OLD INFO.zip contains the original mock-ups and requirements for this feature. The attached screen mock-ups and the requirements in the Description above have replaced the old original info.



 Comments   
Comment by Erin Nettifee [ 26/Mar/19 ]

Two questions on this Jira:

1) The notes for this reference changing a status to "lost and replaced". What type of status is that referring to? One attached to the item, one attached to the loan transaction, one attached to the fee transaction, or both?

2) How will the rules around this be written - will it be a part of the fee/fine rules? For example, we might not necessarily want to have circ change an item's status until the replacement copy is reviewed by technical services.

Comment by Holly Mistlebauer [ 07/Jan/22 ]

FYI - In mid-October 2021, Holly was asked by Cornell University Library to review various issues discovered by CUL Access Services staff while using FOLIO. Holly met with various individuals at Olin and Mann libraries and produced the CORNELL ACCESS SERVICES FOLIO OBSERVATIONS & SUGGESTIONS document, which is available at https://docs.google.com/document/d/1lwnZpkiw7G0c3EyObRRnjuV6XVMcFNK1lWUG952sFgI/edit?usp=sharing. This issue is ISSUE #14 from that document and has a priority of NOT AS IMPORTANT.

Comment by Holly Mistlebauer [ 08/Dec/22 ]

Paul Kloppenborg and Lara Moch: Hi! I have updated the requirements (see "Description" box above) and the screen mock-ups (see attachments) per our meeting. Please let me know if I have made any errors. Thanks much...

Comment by Lara Moch [ 08/Dec/22 ]

Dear Holly Mistlebauer, thank you very much! I think at point 5. of the requirements it should be "Additional information for staff" instead of "patron", or am I wrong?

Comment by Holly Mistlebauer [ 09/Dec/22 ]

Lara Moch: Thanks for catching my mistake. I have made the correction. Thanks..

Comment by Holly Mistlebauer [ 31/Jan/23 ]

Write record to the circ log...

If a Replacement processing fee is billed, write a record to the CIRCULATION LOG as follows...
User barcode = Barcode of patron billed an actual cost lost item fee
Item barcode = Barcode of item billed an actual cost lost item fee
Object = "Fee/Fine"
Circ action = "Replacement processing fee"
Date = System date/time
Service point = "System"
Source = "-"
Description = "Additional information for staff"
Action = "Fee/fine details" link to Replacement processing fee

Comment by Holly Mistlebauer [ 31/Jan/23 ]

The next step is to ask Stephanie Buck to add you to the agenda of a Vega refinement session. This feature is not assigned to a release yet, but it will be good to have it ready to go.

Comment by Holly Mistlebauer [ 31/Jan/23 ]

This feature can proceed without UX-505 Open (Create REPLACE ITEM screen mock-ups) being completed given that the draft mock-ups are very clear.

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