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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-723] Patron notice templates and editor</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-723</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Need the ability to define email, sms (text) and/or print templates depending on the institution/organization. For example, some organizations are required to send print notices for a fee/fine notice; whereas, some organizations have a no paper policy. For email, a subject, body (or multiple body parts) and signature are required. For sms, just a body of text is required. For print, they&apos;ll need to be able to include a patron name and address (for mailing) and body as well as signature. &lt;/p&gt;

&lt;p&gt;It was suggested that contact information (and logo) being defined with location settings instead of in the notice itself. If it changes, then it is edited once, and it&apos;ll fix all notices. &lt;/p&gt;

&lt;p&gt;Template requirements include:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Layout&lt;/li&gt;
	&lt;li&gt;Fonts, styles (perhaps somewhat limited though so accessibility regulations are considered)&lt;/li&gt;
	&lt;li&gt;Tokens or individual fields, such as patron name, fee/fine description and amount&lt;/li&gt;
	&lt;li&gt;Loop through multiple values, such as a list of all over items including multiple fields for each object (title and call number)&lt;/li&gt;
	&lt;li&gt;Conditional, such as if patron type equals faculty, then... or if patron type equals student, then...&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Also, the idea of consolidating notices came up. The use case that came up is over items from multiple library locations. For some institutions, it&apos;s simple, one notice with all items overdue with one statement about fee/fine policies and/or contact information. For some, it&apos;s more complicated, they might each have their own policies and/or generated fees, so it look something like this:&lt;/p&gt;

&lt;p&gt;Library 1&lt;br/&gt;
Statement about fee/fine policy and/or contact information&lt;br/&gt;
List of items&lt;/p&gt;

&lt;p&gt;Library 2&lt;br/&gt;
Statement about fee/fine policy and/or contact information&lt;br/&gt;
List of items&lt;/p&gt;

&lt;p&gt;...&lt;/p&gt;

&lt;p&gt;Also see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-675&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-675&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;CRUD patron notice templates&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-675
        &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;
 for CRUD.&lt;/p&gt;

&lt;p&gt;Not sure what templating language will be selected but some early ideas include Mustache. Mustache seems to be popular because of it&apos;s simplicity and it&apos;s ability to integrate with several languages as described by this comparison chart -  (&lt;a href=&quot;https://en.wikipedia.org/wiki/Comparison_of_web_template_engines&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://en.wikipedia.org/wiki/Comparison_of_web_template_engines&lt;/a&gt;). I&apos;d suggest it&apos;s biggest drawback is that it won&apos;t handle the conditionals outlined above. It will do a simple if exists/not empty test, but that&apos;s it. &lt;/p&gt;

&lt;p&gt;For what it&apos;s worth, a few developers at Cornell have researched the topic of rich-text editors combined with templating languages for an email notification system, and their solution eventually became a combination of Quill (&lt;a href=&quot;https://quilljs.com/&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://quilljs.com/&lt;/a&gt;) because it stores the template as JSON (and got them out of some earlier trouble with tags and/or elements being stripped out) and Liquid Droplets (&lt;a href=&quot;https://github.com/Shopify/liquid/wiki/Introduction-to-Drops&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://github.com/Shopify/liquid/wiki/Introduction-to-Drops&lt;/a&gt;) for field tokens and/or code snippets. Or at least I think I&apos;m explaining that correctly! Here&apos;s a ticket that goes into some details about their research - &lt;a href=&quot;https://github.com/cul-it/studentsite/issues/862#issuecomment-349994330&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://github.com/cul-it/studentsite/issues/862#issuecomment-349994330&lt;/a&gt;. &lt;/p&gt;








</description>
                <environment></environment>
        <key id="10549">UXPROD-723</key>
            <summary>Patron notice templates and editor</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="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10001">Duplicate</resolution>
                                                        <assignee accountid="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a">Darcy Branchini</assignee>
                                                                <reporter accountid="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a">Darcy Branchini</reporter>
                                    <labels>
                            <label>notices</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Fri, 25 May 2018 17:54:27 +0000</created>
                <updated>Wed, 16 Sep 2020 21:17:38 +0000</updated>
                            <resolved>Fri, 14 Sep 2018 14:42:40 +0000</resolved>
                                                                        <due></due>
                            <votes>0</votes>
                                    <watches>3</watches>
                                                                <comments>
                                                            <comment id="10289" author="5af5ed55244bc90a106063c7" created="Mon, 27 Aug 2018 11:57:04 +0000"  >&lt;p&gt;Hi &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;.  How do you see this distinguished from 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-675&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-675&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;CRUD patron notice templates&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-675
        &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;
?  They seem to have a lot of overlap (e.g. how can you CRUD a notice without an editor) so maybe we should combined.  Also, the feature description above says &quot;see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-723&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-723&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Patron notice templates and editor&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-723
        &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;
 for logic&quot;, but this is 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-723&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-723&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Patron notice templates and editor&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-723
        &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 the logic for when to send patron notices and to whom doesn&apos;t seem to be in scope.  &lt;/p&gt;
</comment>
                                                            <comment id="10294" author="5af5ed55244bc90a106063c7" created="Thu, 6 Sep 2018 16:20:59 +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; I see this is still targeted for the Q3 2018 release.  Is there still a chance this will make it?  Can you follow up with the devs to make sure they are working on it?  &lt;/p&gt;</comment>
                                                            <comment id="10298" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Thu, 6 Sep 2018 17:24:28 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt; I must have misunderstood you, or maybe I&apos;m thinking back to my first staff slip story, but I remember a conversation where you suggested splitting the editor/template from the CRUD portion. &lt;/p&gt;</comment>
                                                            <comment id="10302" author="5af5ed55244bc90a106063c7" created="Fri, 14 Sep 2018 14:42:40 +0000"  >&lt;p&gt;Closing as a duplicate of 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-675&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-675&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;CRUD patron notice templates&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-675
        &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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