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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-2188] Multiple items on a request notice for a single patron</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2188</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Dec 2019 - split from: &lt;/p&gt;
&lt;ul class=&quot;alternate&quot; type=&quot;square&quot;&gt;
	&lt;li&gt;
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1684&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1684&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Ability to add multiple items to a single courtesy or overdue notice&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1684
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 DONE (multiple items on overdue and courtesy notices)&lt;/li&gt;
	&lt;li&gt;
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2187&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2187&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Multiple items to a single check in receipt or check out receipt notice&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2187
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 DONE (multiple items on check in and check out receipt notices)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Jan 2020 - narrowing the scope of this feature to multiples on request notices and created a new feature - 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-2252&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2252&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Multiple fee/fine charges or actions (pay, waive, transfer, error or refund) on a single notice for a patron&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2252
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Open&lt;/span&gt;
            &lt;/span&gt;
  - multiples on fee/fine notices&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Purpose/Problem:&lt;/b&gt; Frequently a single patron has several requested items available and awaiting pick up (from a service point&apos;s hold shelf) at the same time. Instead of sending several reminder notices that items are awaiting pick up, it is preferred to send a single notice that refers to all items. Other request notice examples with multiple items might include a request expiration and/or even request confirmation notices (all requested items within a certain period of time). If policies that define when/how to send are not set to real-time, then a frequency for bundling and sending together needs to be determined. Daily may meet most needs and this is what is currently implemented for loan overdue and courtesy notices. &lt;/p&gt;

&lt;p&gt;&lt;b&gt;Description:&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Need to be able to include several items a single notice sent to a patron.&lt;/li&gt;
	&lt;li&gt;In order to include multiples on request notices, a process would need to be run periodically. Libraries may want to define that time frame, or perhaps daily is a viable frequency if they are not set to &quot;real-time.&quot;&lt;/li&gt;
	&lt;li&gt;Real-time may still be needed for some libraries where short-term requests are allowed - NEED to verify.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Implementation Thoughts:&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Create FE story for UI to be added to template options (it was commented out since it wasn&apos;t functional)&lt;/li&gt;
	&lt;li&gt;Create BE stories by type of notice (time based, such as hold shelf expiration, or event/status based, such as confirmation notice) for processing multiples
	&lt;ul&gt;
		&lt;li&gt;Frequency for bundling multiple requests/items for time-based notices, such as hold shelf expiration or request expiration, must be determined. It might be designed similar due date notices (courtesy and overdue) which can be sent immediately &amp;#8211; OR &amp;#8211; bundled and sent daily as determined by the FOLIO user in the policy settings.&lt;/li&gt;
		&lt;li&gt;Bundling for multiple requests/items event/status (request confirmation) notices would need to be designed. We don&apos;t currently have a parallel in loan multiples.&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Additional Information&lt;/b&gt; &lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Linked spreadsheet is a comprehensive summary of multiples on all types of notices with their priority as determined by the RA SIG.&lt;br/&gt;
&lt;a href=&quot;https://docs.google.com/spreadsheets/d/1I8i1IUbuDz9XgBgSZ8xXmFymIQ9_R-Gc63I8RndEWiI/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1I8i1IUbuDz9XgBgSZ8xXmFymIQ9_R-Gc63I8RndEWiI/edit?usp=sharing&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;See attached mockup for UI on templates&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="13171">UXPROD-2188</key>
            <summary>Multiple items on a request notice for a single patron</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13680">UXPROD-18</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="10000" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Draft</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="712020:92bdafe9-2677-4413-a6f5-a9ef94eea08d">julie.bickle</assignee>
                                                                <reporter accountid="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a">Darcy Branchini</reporter>
                                    <labels>
                            <label>notice_enhancement</label>
                            <label>notice_multiples</label>
                            <label>patron_notice</label>
                            <label>round_iv</label>
                            <label>split</label>
                    </labels>
                <created>Tue, 10 Dec 2019 21:27:51 +0000</created>
                <updated>Mon, 27 Nov 2023 16:51:43 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>9</watches>
                                                                <comments>
                                                            <comment id="14722" author="557058:e4c91142-1f56-469c-a80f-9f01d93e942d" created="Mon, 30 Dec 2019 13:07:01 +0000"  >&lt;p&gt;From Chicago: This is particularly crucial for courtesy notices. We must be able to send a single notice for all quarterly and annual loans, not 300 separate notices. Checkout receipts would have to be turned off if we didn&apos;t have this feature, which we could perhaps live with in the short term. Check-in receipts (which we don&apos;t currently have) could not be implemented, but since we don&apos;t have that feature, it&apos;s less critical.&lt;/p&gt;</comment>
                                                            <comment id="14726" author="5afc2769d17d8405fa4358ae" created="Thu, 16 Jan 2020 07:31:40 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; class=&quot;user-hover&quot; rel=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; data-account-id=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; accountid=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; rel=&quot;noreferrer&quot;&gt;Darcy Branchini&lt;/a&gt; Is this issue only for fees/fines? What are the &quot;remaining notices&quot;?&lt;/p&gt;</comment>
                                                            <comment id="14729" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Fri, 24 Jan 2020 17:18:52 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc2769d17d8405fa4358ae&quot; class=&quot;user-hover&quot; rel=&quot;5afc2769d17d8405fa4358ae&quot; data-account-id=&quot;5afc2769d17d8405fa4358ae&quot; accountid=&quot;5afc2769d17d8405fa4358ae&quot; rel=&quot;noreferrer&quot;&gt;Siska&lt;/a&gt;, the spreadsheet linked above lists all notices currently implemented, and which are intended to include multiple items - &lt;a href=&quot;https://docs.google.com/spreadsheets/d/1I8i1IUbuDz9XgBgSZ8xXmFymIQ9_R-Gc63I8RndEWiI/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1I8i1IUbuDz9XgBgSZ8xXmFymIQ9_R-Gc63I8RndEWiI/edit?usp=sharing&lt;/a&gt;. Feel free to comment on that spreadsheet or here if you have specific needs that haven&apos;t been considered yet.&lt;/p&gt;</comment>
                                                            <comment id="14732" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Mon, 27 Nov 2023 16:48:28 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A92bdafe9-2677-4413-a6f5-a9ef94eea08d&quot; class=&quot;user-hover&quot; rel=&quot;712020:92bdafe9-2677-4413-a6f5-a9ef94eea08d&quot; data-account-id=&quot;712020:92bdafe9-2677-4413-a6f5-a9ef94eea08d&quot; accountid=&quot;712020:92bdafe9-2677-4413-a6f5-a9ef94eea08d&quot; rel=&quot;noreferrer&quot;&gt;julie.bickle&lt;/a&gt;&#160; - I notice that the latest comment is back from early 2020, and I&apos;m wondering now we have the implementation on multiple loans using the tagging:&#160;&#160;&lt;/p&gt;
&lt;div class=&quot;code panel&quot; style=&quot;border-width: 1px;&quot;&gt;&lt;div class=&quot;codeContent panelContent&quot;&gt;
&lt;pre class=&quot;code-java&quot;&gt;
{{#loans}}
...
{{/loans}}&lt;/pre&gt;
&lt;/div&gt;&lt;/div&gt;
&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;that this feature will not be that huge development task as original estimated:&lt;/p&gt;

&lt;p&gt;Back End: XXL &amp;lt; 30 days (= 6 weeks work for a full time developer)&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;</comment>
                    </comments>
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                                        <issuelink>
            <issuekey id="13270">UXPROD-3540</issuekey>
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                            <issuelinktype id="10001">
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                                    </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="13272">UXPROD-3551</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
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