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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-90] Loan: Cancel loan</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-90</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;
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&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Create (or reuse) close loan action and allow user to access it through loan UI&lt;/li&gt;
	&lt;li&gt;Create permissions, so that not all users can close loans&lt;/li&gt;
	&lt;li&gt;Handle side effects of canceling loan (see questions, below)&lt;/li&gt;
&lt;/ul&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;br/&gt;
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&lt;/p&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;
&lt;ul&gt;
	&lt;li&gt;What are the side effects of canceling (or closing) a loan?
	&lt;ul&gt;
		&lt;li&gt;Item status
		&lt;ul&gt;
			&lt;li&gt;An item that&apos;s on loan has an item status of &quot;Checked Out&quot;. If a loan is cancelled, should it automatically move the item status back to Available? If not, what should happen?&lt;/li&gt;
			&lt;li&gt;Are there any other  statuses where the loan should be cancellable? What if the loan is claim returned (item status &quot;Claim Returned&quot;), declared lost, or aged to lost?&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
		&lt;li&gt;Effect on fees/fines?
		&lt;ul&gt;
			&lt;li&gt;Easiest way would simply to be to not allow a loan with fees/fines to be cancelled.&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
		&lt;li&gt;Effect on requests?
		&lt;ul&gt;
			&lt;li&gt;Trickier, because the checkout may have filled a request, and then if you want to cancel the loan, what happens to the filled request?&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
		&lt;li&gt;How would a cancelled loan be handled with anonymization?&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;There&apos;s a &quot;closed loan&quot; action in the loan action history - can some of that code be used here, just triggered by something other than fees/fines being paid?&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="12983">UXPROD-90</key>
            <summary>Loan: Cancel loan</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="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</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:dea2f026-f9d7-42e0-af50-31b385c95e3e">Cheryl Malmborg</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>loans</label>
                            <label>post-v1</label>
                            <label>resourceaccess</label>
                            <label>round_iv</label>
                    </labels>
                <created>Thu, 18 Jan 2018 21:45:17 +0000</created>
                <updated>Wed, 30 Nov 2022 20:02:53 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>5</watches>
                                                                <comments>
                                                            <comment id="14801" author="712020:a7c22549-b241-4b0e-9f9e-8643d2c55826" created="Thu, 28 Jun 2018 19:59:25 +0000"  >&lt;p&gt;Changed UAL ranking to 4 at the request of &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5f5241b9fcaf93003b5bee25&quot; class=&quot;user-hover&quot; rel=&quot;5f5241b9fcaf93003b5bee25&quot; data-account-id=&quot;5f5241b9fcaf93003b5bee25&quot; accountid=&quot;5f5241b9fcaf93003b5bee25&quot; rel=&quot;noreferrer&quot;&gt;patty.wanninger&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="14804" author="712020:e530422d-154a-4c37-b957-18a88051448e" created="Fri, 21 Sep 2018 21:14:21 +0000"  >&lt;p&gt;Possible use case (billing-related) from 6/28 email: if a loan has been declared lost &amp;amp; billed, it is undesirable for some (all?) institutions to issue a credit to the patron&apos;s account when it gets checked back in. In those cases, the loan is canceled. &lt;/p&gt;</comment>
                                                            <comment id="14807" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 9 May 2019 14:21:07 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3Ae530422d-154a-4c37-b957-18a88051448e&quot; class=&quot;user-hover&quot; rel=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; data-account-id=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; accountid=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; rel=&quot;noreferrer&quot;&gt;Emma Boettcher&lt;/a&gt;, I noticed that this has a Status of &quot;Analysis Complete&quot; but a Resolution of &quot;Won&apos;t Do.&quot;  Are we going to do this?  (I am asking because 4 institutions marked this as needed for go-live.)&lt;/p&gt;</comment>
                                                            <comment id="14811" author="712020:e530422d-154a-4c37-b957-18a88051448e" created="Thu, 9 May 2019 14:39:49 +0000"  >&lt;p&gt;We last discussed in March 2018 as not being needed for V1, if at all (&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RA/2018-03-15+Resource+Access+Meeting+Notes&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RA/2018-03-15+Resource+Access+Meeting+Notes&lt;/a&gt;). Because of the go-live rankings I&apos;ll investigate further. It looks like the resolution can&apos;t be edited at least by me, so either I&apos;ll create an identical feature without the won&apos;t-do resolution, or I&apos;ll talk to an admin to edit this. &lt;/p&gt;</comment>
                                                            <comment id="14814" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 9 May 2019 22:21:58 +0000"  >&lt;p&gt;I think if you close an issue and select a Resolution, when you reopen the issue the Resolution stays there.  I&apos;m a JIRA admin.  Let me see if I can do anything about this.  I may need to Close it and Reopen it again.&lt;/p&gt;</comment>
                                                            <comment id="14817" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 9 May 2019 22:23:24 +0000"  >&lt;p&gt;Well, now it says that it is Done--that is better than Won&apos;t Do.  I&apos;ll do some more digging.&lt;/p&gt;</comment>
                                                            <comment id="14820" author="63e2a2771b13d42998e4e706" created="Mon, 20 May 2019 10:03:15 +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; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3Ae530422d-154a-4c37-b957-18a88051448e&quot; class=&quot;user-hover&quot; rel=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; data-account-id=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; accountid=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; rel=&quot;noreferrer&quot;&gt;Emma Boettcher&lt;/a&gt; How would cancelling a loan affect requests for the item?&lt;/p&gt;</comment>
                                                            <comment id="14824" author="63e2a2771b13d42998e4e706" created="Mon, 20 May 2019 10:04:31 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aa957226f-df85-4fc8-97f4-8b27a26029ed&quot; class=&quot;user-hover&quot; rel=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; data-account-id=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; accountid=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; rel=&quot;noreferrer&quot;&gt;Holly Mistlebauer&lt;/a&gt; Have fixed incorrect the resolution (in this case, by moving the issue to draft and back to open, I think in some cases I&apos;ve moved them to in progress as well to do this)&lt;/p&gt;</comment>
                                                            <comment id="14827" author="5af5ed55244bc90a106063c7" created="Mon, 20 May 2019 10:19:44 +0000"  >&lt;p&gt;Thanks &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;/p&gt;

&lt;blockquote&gt;&lt;p&gt;How would cancelling a loan affect requests for the item?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;What do you think, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3Ae530422d-154a-4c37-b957-18a88051448e&quot; class=&quot;user-hover&quot; rel=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; data-account-id=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; accountid=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; rel=&quot;noreferrer&quot;&gt;Emma Boettcher&lt;/a&gt;?  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.&lt;/p&gt;</comment>
                                                            <comment id="14832" author="5c7405f424a84d1307801d06" created="Fri, 7 Jun 2019 12:48:24 +0000"  >&lt;p&gt;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.&lt;/p&gt;

&lt;p&gt;See &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RA/2019-6-6+Resource+Access+Meeting+Notes&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;2019-6-6 Resource Access Meeting Notes&lt;/a&gt; for additional information.&lt;/p&gt;</comment>
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