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    <link>https://folio-org.atlassian.net</link>
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        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-2637] Check out to user without barcode</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2637</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;br/&gt;
FOLIO prevents checking out to users without barcodes, though users can be created without barcodes.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;br/&gt;
Allow for check out of user without barcode&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Often the case for new users (e.g., college freshmen)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13567">UXPROD-2637</key>
            <summary>Check out to user without barcode</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="10047">UXPROD-788</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="10010" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Analysis Complete</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="557058:dea2f026-f9d7-42e0-af50-31b385c95e3e">Cheryl Malmborg</assignee>
                                                                <reporter accountid="712020:e530422d-154a-4c37-b957-18a88051448e">Emma Boettcher</reporter>
                                    <labels>
                    </labels>
                <created>Wed, 26 Aug 2020 21:35:58 +0000</created>
                <updated>Wed, 17 Aug 2022 14:30:11 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>7</watches>
                                                                <comments>
                                                            <comment id="18743" author="712020:e530422d-154a-4c37-b957-18a88051448e" created="Thu, 10 Sep 2020 14:06:25 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63e2a2771b13d42998e4e706&quot; class=&quot;user-hover&quot; rel=&quot;63e2a2771b13d42998e4e706&quot; data-account-id=&quot;63e2a2771b13d42998e4e706&quot; accountid=&quot;63e2a2771b13d42998e4e706&quot; rel=&quot;noreferrer&quot;&gt;Marc Johnson&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=615afd1cd9820f0070a09ef0&quot; class=&quot;user-hover&quot; rel=&quot;615afd1cd9820f0070a09ef0&quot; data-account-id=&quot;615afd1cd9820f0070a09ef0&quot; accountid=&quot;615afd1cd9820f0070a09ef0&quot; rel=&quot;noreferrer&quot;&gt;Zak Burke&lt;/a&gt; Created this feature based on comments in 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UICHKOUT-511&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UICHKOUT-511&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Can&amp;#39;t check out to user without barcode&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UICHKOUT-511
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Blocked&lt;/span&gt;
            &lt;/span&gt;
 - could you provide estimates for it? (Not sure any frontend work would be needed but figured I&apos;d ask.)&lt;/p&gt;</comment>
                                                            <comment id="18744" author="557058:8eb52188-0565-4921-b55b-b0b42e919590" created="Wed, 16 Sep 2020 21:46:15 +0000"  >&lt;p&gt;This is not needed by Chicago, and can be ranked as such.&lt;/p&gt;</comment>
                                                            <comment id="18745" author="5c48911b54e1e6466b11f38c" created="Wed, 9 Dec 2020 20:47:13 +0000"  >&lt;p&gt;I don&apos;t know that this was fully fleshed out yet, but wanted to note that there is a dependency with Requests here - the User Pane has a link to view a patron&apos;s open requests, and that link does a search by patron barcode. So it would need to be changed as well.&lt;/p&gt;</comment>
                                                            <comment id="18746" author="5c48911b54e1e6466b11f38c" created="Mon, 8 Feb 2021 14:15:35 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Adea2f026-f9d7-42e0-af50-31b385c95e3e&quot; class=&quot;user-hover&quot; rel=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; data-account-id=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; accountid=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; rel=&quot;noreferrer&quot;&gt;Cheryl Malmborg&lt;/a&gt; I actually think this is working, based on what I saw on snapshot last week. &lt;/p&gt;

&lt;p&gt;In Settings --&amp;gt; Circulation --&amp;gt; Other Settings, you have the four checkout ID boxes, which by default are unchecked on snapshot. But if you go into settings, you have to set a value in order to save that screen.&lt;/p&gt;

&lt;p&gt;Once you select any value, the checkout option works on the IDs you select.&lt;/p&gt;

&lt;p&gt;So say you don&apos;t want to require a barcode, but maybe use the username instead. If you check that box, your users &lt;b&gt;have to have&lt;/b&gt; the username value saved, but don&apos;t have to have a barcode. &lt;/p&gt;

&lt;p&gt;So essentially FOLIO requires at least one of the identifiers to be used, but it doesn&apos;t have to be the barcode. I think if you just wanted to rely on the patron search modal, and not require any of the ID fields, you could use the FOLIO record number as the identifier. It would force you to search for a patron every time.&lt;/p&gt;

&lt;p&gt;It would be good if someone else could verify this, but if I&apos;m correct, I think that the existing functionality can be documented and this feature can be closed.&lt;/p&gt;</comment>
                                                            <comment id="18747" author="557058:dea2f026-f9d7-42e0-af50-31b385c95e3e" created="Mon, 8 Feb 2021 23:17:41 +0000"  >

















&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt; Erin,  Checkout does work as you described.  It does require that the user record contain a username.  If I change the settings to use only folio record number, I get the message that the user does not have a username.&lt;/p&gt;

&lt;p&gt;I think institutions that requested this feature wanted to look up patrons by name.  Not all institutions may assign usernames to non-staff.  The system should be able to supply folio record number from a user chosen from the user display.&lt;/p&gt;





</comment>
                                                            <comment id="18748" author="5c48911b54e1e6466b11f38c" created="Tue, 9 Feb 2021 18:21:56 +0000"  >&lt;p&gt;A little more exploration (and just noting if others are interested) - I played with this on Snapshot today using developer tools.&lt;/p&gt;

&lt;p&gt;When checking out an item to a patron who does not have a barcode, it passes an empty string in the POST - it looks like&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;
{&lt;span class=&quot;code-quote&quot;&gt;&quot;itemBarcode&quot;&lt;/span&gt;:&lt;span class=&quot;code-quote&quot;&gt;&quot;645398607547&quot;&lt;/span&gt;,&lt;span class=&quot;code-quote&quot;&gt;&quot;userBarcode&quot;&lt;/span&gt;:&lt;span class=&quot;code-quote&quot;&gt;&quot;&quot;,&quot;&lt;/span&gt;servicePointId&lt;span class=&quot;code-quote&quot;&gt;&quot;:&quot;&lt;/span&gt;7c5abc9f-f3d7-4856-b8d7-6712462ca007&lt;span class=&quot;code-quote&quot;&gt;&quot;,&quot;&lt;/span&gt;loanDate&lt;span class=&quot;code-quote&quot;&gt;&quot;:&quot;&lt;/span&gt;2021-02-09T18:16:57Z&lt;span class=&quot;code-quote&quot;&gt;&quot;,&quot;&lt;/span&gt;id&lt;span class=&quot;code-quote&quot;&gt;&quot;:&quot;&lt;/span&gt;8b026812-5b2e-4278-9144-45dc4c5c9c0f&quot;}
&lt;/pre&gt;
&lt;/div&gt;&lt;/div&gt;

</comment>
                                                            <comment id="18749" author="5c48911b54e1e6466b11f38c" created="Wed, 17 Aug 2022 14:30:11 +0000"  >&lt;p&gt;Note that this issue is going to be problematic for Duke, as many of our students are now no longer getting physical cards by default, while faculty and staff are - we have been pushing physical card IDs into the barcode field, and mobile IDs into a custom field (which is why we did 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2936&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2936&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Check-Out App: Allow Custom Fields as Patron Identifiers for Check-Out&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-2936
        &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;
). &lt;/p&gt;</comment>
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