Loans (UXPROD-788)

[UXPROD-90] Loan: Cancel loan Created: 18/Jan/18  Updated: 30/Nov/22

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Loans

Type: New Feature Priority: TBD
Reporter: Cate Boerema (Inactive) Assignee: Cheryl Malmborg
Resolution: Unresolved Votes: 0
Labels: loans, post-v1, resourceaccess, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Epic Link: Loans
Front End Estimate: Medium < 5 days
Front End Estimator: Michal Kuklis
Front-End Confidence factor: Medium
Back End Estimate: Large < 10 days
Back End Estimator: Marc Johnson
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 4
PO Rank: 41
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Mainz (Full TBD): R4
Rank: MO State (MVP June 2020): R5
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Current situation or problem:
Loans can be closed by checking the item in, or, if the item never comes back, by declaring it lost and having the ensuing fees/fines paid. However, they cannot be closed in any other way. If a loan was created by mistake, or if the library is handling fees/fines outside of the automated workflows, the library may need another option to cancel a loan

In scope

  • Create (or reuse) close loan action and allow user to access it through loan UI
  • Create permissions, so that not all users can close loans
  • Handle side effects of canceling loan (see questions, below)

Out of scope

Use case(s)
Accidentally checking out ILL item to the wrong account, and needing to cancel the loan without canceling the original request. If a loan was created by mistake, or if the library is handling fees/fines outside of the automated workflows, the library may need another option to cancel a loan

Proposed solution/stories

Links to additional info

Questions

  • What are the side effects of canceling (or closing) a loan?
    • Item status
      • An item that's on loan has an item status of "Checked Out". If a loan is cancelled, should it automatically move the item status back to Available? If not, what should happen?
      • Are there any other statuses where the loan should be cancellable? What if the loan is claim returned (item status "Claim Returned"), declared lost, or aged to lost?
    • Effect on fees/fines?
      • Easiest way would simply to be to not allow a loan with fees/fines to be cancelled.
    • Effect on requests?
      • Trickier, because the checkout may have filled a request, and then if you want to cancel the loan, what happens to the filled request?
    • How would a cancelled loan be handled with anonymization?
  • There's a "closed loan" action in the loan action history - can some of that code be used here, just triggered by something other than fees/fines being paid?


 Comments   
Comment by Tania Fersenheim [ 28/Jun/18 ]

Changed UAL ranking to 4 at the request of patty.wanninger

Comment by Emma Boettcher [ 21/Sep/18 ]

Possible use case (billing-related) from 6/28 email: if a loan has been declared lost & billed, it is undesirable for some (all?) institutions to issue a credit to the patron's account when it gets checked back in. In those cases, the loan is canceled.

Comment by Holly Mistlebauer [ 09/May/19 ]

Emma Boettcher, I noticed that this has a Status of "Analysis Complete" but a Resolution of "Won't Do." Are we going to do this? (I am asking because 4 institutions marked this as needed for go-live.)

Comment by Emma Boettcher [ 09/May/19 ]

We last discussed in March 2018 as not being needed for V1, if at all (https://folio-org.atlassian.net/wiki/display/RA/2018-03-15+Resource+Access+Meeting+Notes). Because of the go-live rankings I'll investigate further. It looks like the resolution can't be edited at least by me, so either I'll create an identical feature without the won't-do resolution, or I'll talk to an admin to edit this.

Comment by Holly Mistlebauer [ 09/May/19 ]

I think if you close an issue and select a Resolution, when you reopen the issue the Resolution stays there. I'm a JIRA admin. Let me see if I can do anything about this. I may need to Close it and Reopen it again.

Comment by Holly Mistlebauer [ 09/May/19 ]

Well, now it says that it is Done--that is better than Won't Do. I'll do some more digging.

Comment by Marc Johnson [ 20/May/19 ]

Cate Boerema Emma Boettcher How would cancelling a loan affect requests for the item?

Comment by Marc Johnson [ 20/May/19 ]

Holly Mistlebauer Have fixed incorrect the resolution (in this case, by moving the issue to draft and back to open, I think in some cases I've moved them to in progress as well to do this)

Comment by Cate Boerema (Inactive) [ 20/May/19 ]

Thanks Marc Johnson

How would cancelling a loan affect requests for the item?

What do you think, Emma Boettcher? It seems the most likely scenario is that item is lost. I guess we could just leave the requests as-is. Library staff would need to move them to another item in order to get them fulfilled.

Comment by Andrea Loigman [ 07/Jun/19 ]

RA SIG discussion on 6/Jun/19 determined that the SMEs do not actually believe this to be a go-live feature. Duke, Cornell and 5Colleges all said it could wait up to a quarter or up to one year. Leipzig was not represented at the meeting.

See 2019-6-6 Resource Access Meeting Notes for additional information.

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