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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-3805] Bulk edit - loan due dates</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3805</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;When the access to the library is restricted due to some unexpected events as sudden building repairs,&#160; inclement weather or pandemic, the due dates on loaned materials need to be adjusted accordingly as patrons are prevented from returning loaned materials on time.&#160; Currently in FOLIO, adjustments to the loan due date need to happen one by one.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;br/&gt;
Users are able to identify loans by submitting a list of identifiers, preview matched records, specify the change to the loan due date and review the confirmation after the bulk edit completes.&#160; The flow should be the same as already implemented for users and item records &lt;a href=&quot;https://drive.google.com/file/d/1lw3W4PUgcoUUBsCBbgmpPr2-nW8GGN_T/view?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;in app approach&lt;/a&gt;.&lt;/p&gt;

&lt;p&gt;1. List of supported identifiers:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;&#160; Loan uuid&lt;/li&gt;
	&lt;li&gt;&#160; Users uuid&lt;/li&gt;
	&lt;li&gt;&#160; &lt;del&gt;Patron group&lt;/del&gt;&lt;/li&gt;
	&lt;li&gt;&#160; &lt;del&gt;Loan policy Id&lt;/del&gt;&lt;/li&gt;
	&lt;li&gt;&#160; &lt;del&gt;Location?&lt;/del&gt;&lt;/li&gt;
	&lt;li&gt;&#160; &lt;del&gt;Service point (checkout service point?)&lt;/del&gt;&lt;/li&gt;
	&lt;li&gt;&#160; Item hrid, uuids, barcodes?&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;2. List of displayed columns by default: (as on User&apos;s Loan details)&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Item title&lt;/li&gt;
	&lt;li&gt;Item status&lt;/li&gt;
	&lt;li&gt;Due date&lt;/li&gt;
	&lt;li&gt;Requests&lt;/li&gt;
	&lt;li&gt;Barcodes&lt;/li&gt;
	&lt;li&gt;Fees/fines incurred&lt;/li&gt;
	&lt;li&gt;Effective call number string&lt;/li&gt;
	&lt;li&gt;Renewal count&#160;&lt;/li&gt;
	&lt;li&gt;Loan policy&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;3. List of additional columns to be displayed&#160;&#160;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Contributors&lt;/li&gt;
	&lt;li&gt;Location&lt;/li&gt;
	&lt;li&gt;Loan date&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;4.&#160; The associated&#160; loan action should be dueDateChange?&#160; or bulkDueDateChange?&#160; How this value is being used in Folio?&lt;/p&gt;

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

&lt;ul&gt;
	&lt;li&gt;loan and return dates&lt;/li&gt;
	&lt;li&gt;renewal date&lt;/li&gt;
	&lt;li&gt;building query - to be covered in 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-3785&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3785&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Bulk edit - query tool - FE&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-3785
        &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;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Library closes for inclement weather and patrons cannot return their loaned material on time.&lt;/li&gt;
	&lt;li&gt;Library closes a&#160; part of the building for necessary repairs&lt;/li&gt;
	&lt;li&gt;Library closes a part of the building due to mold outbreaks or flooding&lt;/li&gt;
	&lt;li&gt;Extending loans for next semester&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Additional use cases: &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;

&lt;ol&gt;
	&lt;li&gt;Should the loan&#8217;s due date change be allowed for overdue loans?&lt;/li&gt;
	&lt;li&gt;How should Recalls be handled in case of changed loan&#8217;s due date?  What would be the impact on other request types?&lt;/li&gt;
	&lt;li&gt;Any loan statuses should be prevented from their due date being updated?&lt;/li&gt;
	&lt;li&gt;Any item statuses should prevent loan&#8217;s due date to be updated? (including declared lost, claimed returned, aged to lost?)&lt;/li&gt;
	&lt;li&gt;What would be expected behavior when the entered data is invalid?&lt;/li&gt;
	&lt;li&gt;What should be specified as a loan action and how this value is being used in FOLIO?&lt;/li&gt;
	&lt;li&gt;How should the change in loan&#8217;s due date impact fees and fines?&lt;/li&gt;
	&lt;li&gt;Would the change of the loan&#8217;s due date impact loan policies? If yes, how?&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;&lt;b&gt;Additional information:&lt;/b&gt;&lt;br/&gt;
Loan details displayed on the User record: &lt;/p&gt;

&lt;p&gt;&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/10095&quot; height=&quot;183&quot; width=&quot;200&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt;&lt;/p&gt;

</description>
                <environment></environment>
        <key id="13380">UXPROD-3805</key>
            <summary>Bulk edit - loan due dates</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="13692">UXPROD-868</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="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b">Magda Zacharska</assignee>
                                                                <reporter accountid="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b">Magda Zacharska</reporter>
                                    <labels>
                            <label>LC1</label>
                            <label>consortia-ebsco</label>
                            <label>firebird-po-share</label>
                            <label>loc</label>
                            <label>volaris-candidate</label>
                    </labels>
                <created>Mon, 19 Sep 2022 10:11:27 +0000</created>
                <updated>Wed, 24 Jan 2024 14:53:17 +0000</updated>
                                                            <fixVersion>Sunflower (R3 2024)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>3</watches>
                                                                <comments>
                                                            <comment id="18396" author="5c48911b54e1e6466b11f38c" created="Fri, 23 Sep 2022 20:22:10 +0000"  >&lt;blockquote&gt;&lt;p&gt;Supported identifiers&lt;br/&gt;
 Service point (checkout service point?)&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Yes, this is for the checkout service point, the ID for that should be on the loan record.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Should the loan&#8217;s due date change be allowed for overdue loans?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Yes, there are use cases for this.  An important thing to understand is that if an item is overdue, a fine is not actually charged until the item is returned. So changing the due date in the case an item is just overdue should not be an issue, I think. It&apos;s worth asking the SIG.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;How should Recalls be handled in case of changed loan&#8217;s due date? What would be the impact on other request types?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;We allow items that are recalled by another patron to have their due date changed right now, and I can think of cases where libraries would want the ability to do this (even if they would only do it in an emergency.)&lt;/p&gt;

&lt;p&gt;It would have no impact on holds and it&apos;s not relevant to pages - if an item is paged, by definition there&apos;s no loan associated with it (it was on the shelf.)&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Any loan statuses should be prevented from their due date being updated?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;A closed loan should not be able to have its due date updated - there is too much potential at that point to screw with fee/fine records.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Any item statuses should prevent loan&#8217;s due date to be updated? (including declared lost, claimed returned, aged to lost?)&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Definitely declared lost, aged to lost, claimed returned. I would also add any item status for which loans are not allowed even with override. See &lt;a href=&quot;https://lotus.docs.folio.org/docs/platform-essentials/item-status/itemstatus/#currently-implemented-item-statuses&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://lotus.docs.folio.org/docs/platform-essentials/item-status/itemstatus/#currently-implemented-item-statuses&lt;/a&gt; &lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;What would be expected behavior when the entered data is invalid?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;The UI currently warns for a due date in the past, but allows it. Which, I guess there could be cases for it. &lt;/p&gt;

&lt;p&gt;More concerning is that the UI allows you to change due dates to be before the initial check out, which would be very concerning to me because you could accidentally screw up a bunch of loans. So ideally it would stop you from doing that, but you&apos;d have to do that loan by loan, since individual loans could all have different initial due dates, So not sure the right way to handle this.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;What should be specified as a loan action and how this value is being used in FOLIO?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Loan actions are used in reporting and in the circ log, and I think they also display as the action on the loan record. So I guess the question to the SIG is how much it matters to see &quot;due date changed&quot; and &quot;due date changed (bulk edit)&quot; - I tend to think the more specific action isn&apos;t needed, but getting input would be good.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;How should the change in loan&#8217;s due date impact fees and fines?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Holly should be consulted on this, particularly around the planned work to implement reminder fees for the German libraries, But basically, no open loan actually has an associated fee/fine until it is either returned. What I don&apos;t remember is if returning a loan that is overdue and generates a fine means the loan is closed, or still open..... I think it&apos;s closed at that point. So this might be related to the question above about loan statuses.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Would the change of the loan&#8217;s due date impact loan policies? If yes, how?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;No - there&apos;s no dependency there. If you bulk changed a due date, and then later on the patron did a renewal, they  might find different behavior because of the bulk due date change, but that&apos;s not relevant to this feature in my opinion.&lt;/p&gt;</comment>
                                                            <comment id="18397" author="632e148361dbef2805be710f" created="Tue, 27 Sep 2022 16:06:01 +0000"  >&lt;p&gt;I&apos;m going to disagree about preventing due date changes to a date prior to the loan date. There are operational use-cases where this may be needed functionality. That said, those could be accommodated if we also allowed back-dating loan dates during checkout via the UI. The APIs support this, but no option is presented to the operator.&lt;/p&gt;</comment>
                                                            <comment id="18398" author="5c48911b54e1e6466b11f38c" created="Tue, 27 Sep 2022 16:22:58 +0000"  >&lt;p&gt;If you&apos;re thinking about migration, I think that&apos;s different than bulk edit, because we&apos;re editing existing loans with bulk edit, and not creating records. &lt;/p&gt;

&lt;p&gt;But maybe what we need is to add an additional field called &quot;loanedOn&quot; and check on that, rather than the record metadata date. Not sure. &lt;/p&gt;

&lt;p&gt;I filed a bug (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;CIRC-1626&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/CIRC-1626&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Checkout allows &amp;quot;Change due date&amp;quot; to create a new due date/time earlier than the item checkout date/time&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10303?size=medium&quot; /&gt;
            CIRC-1626
        &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;
) and I&apos;ll mention this over there.&lt;/p&gt;</comment>
                                                            <comment id="18399" author="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b" created="Mon, 8 May 2023 21:03:16 +0000"  >&lt;p&gt;Moving LC1 label from epic to defining features with &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A017e0035-5c9e-46cb-bba3-10e21feed38d&quot; class=&quot;user-hover&quot; rel=&quot;557058:017e0035-5c9e-46cb-bba3-10e21feed38d&quot; data-account-id=&quot;557058:017e0035-5c9e-46cb-bba3-10e21feed38d&quot; accountid=&quot;557058:017e0035-5c9e-46cb-bba3-10e21feed38d&quot; rel=&quot;noreferrer&quot;&gt;Caitlin Stewart&lt;/a&gt; permission.&lt;/p&gt;</comment>
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