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TimeItemWhoDescriptionGoals/Info
2minAdministrivia
20 MinChange due date - Requests

Discuss interaction between "change due date" and requests: (per https://folio-project.slack.com/archives/C3G05TF3R/p1614846070059800 :

Lisa Perchermeier 4. März um 09:21 Uhr

I have a question relating to the "change due date" function.  According to our loan policy it is not possible to renew items with an active pending hold request. That works fine - but it is still possible to change the due date to any date in the future. If I do that in the check out app I can see that there is a hold request, if I have a closer look at the displayed table, but might it perhaps be a good idea to add an information like "there is an active pending hold request on the item" and a confirm button before the due date is changed?

Brooks will write up a feature for this functionality and bring it back to the group.

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-2972
UIU-2074, UICIRC-553

15MinMissing features?

We did a Gap analysis and found some missing features we would like to bring to the group.

https://docs.google.com/spreadsheets/d/1J3lm94cWGKt1IDbW7Mi_P8aGhTNZgh4jFT6r-vT-tf4/edit#gid=1630858111



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e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
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e.g. mock-up, JIRA issue




























Notes

TOPIC #1          Brooks Travis    Discuss interaction between "change due date" and requests

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TOPIC #2          Jana Freytag     German Librarians did a gap analysis and identified missing features in FOLIO. They created a spreadsheet to share with the group. Possibly a way the group can brainstorm other missing features that members discover. These are features they need for go live.

--UXPROD-2877 Feature exists?

Refuse check in if item is not at primary service point for home location

--UXPROD-2015 Feature exists?

Fees/Fines implementing reminder fee for German Libraries. Note goes out to patron and at that moment a fee is charged on the patron’s account. Brooks says they are a fan because this would solve a problem for them.

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We’d all find this useful, but not sure how many of us could live without it.  Interest in this at Cornell. Some folks actually even seem to think it's a pretty big deal, so we might end up ranking this fairly highly.

--UXPROD-1041 Anonymization of request data. A feature is needed (Brooks)

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Example, change loan date for all patrons via UI. What is the workaround right now? Adapting an API and building a file to load data into that API or writing a sophisticated SQL (not preferred). When you change a loan date you also must go to scheduled notice table and change all the scheduled notice dates. It would be nice to be able to have something in the UI so you could schedule this and define your criteria for what loans should be involved. Changing the notices is where it would get tricky. Writing some workaround documentation. If anyone scripts something for this it should be shared with everyone. We do want it in a UI. Grouping this under bulk editing may not be quite right. No UI to loans outside of the user record. No bulk UI to loans. There is the Circ Log, which may be a way to extend that. When you migrate data, it doesn’t exist in the Circ Log. There is an API into the Circ Log. Or if you use the business logic you could do it.

--UXPROD-2814    Brooks will take this to User Management for discussion

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For example, renewal of hold request in an extraordinary circumstance. Cannot override renewal of an item with a hold. Not sure where this interacts with user permissions. Perhaps this situation wasn’t covered previously because it wasn’t thought about.

--UXPROD-1275_Offline checkouts This wasn’t discussed.

--UXPROD-845 Cash drawer.           This feature is scheduled for Juniper.

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Fees are charged the moment they are overdue, not totaled when the book is returned. Each day patrons can see the amount of fees that have occurred. Some libraries do this each day depending on their policies, and there may be different fee amounts for the first few days and a different rate for subsequent days.

--UXPROD-2950 Overdue fine policies with staggered fees.              Feature created on March 9, 2021 by Holly

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