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  1. mod-circulation
  2. CIRC-354

[SPIKE] Define technical approach for sending a CHECK OUT initiated patron loan notice with multiple items

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Details

    • Story
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • None
    • EPAM-Veg Sprint 23, EPAM-Veg Sprint 24
    • 5
    • Vega

    Description

      Note: Split last two scenarios into a separate issue – CIRC-462.

      As a library user, I want one email that includes all information and items from my library based on an action [listed below*] because I do not want to receive several emails or an email for each item.

      In summary, notices are sent when a check out session ends, which includes:

      • When FOLIO operator hits End Session on Check-out App Screen
      • When FOLIO operator scans (or enters) a new Patron ID, which starts a new check out session
      • When a check out session times out due to inactivity
      • When FOLIO operator closes browser, which closes the existing session CIRC-462
      • When FOLIO operator logs out, which closes the existing session CIRC-462

      Scenarios

      Scenario 1 - Check out

      • FOLIO operator opens check out screen
      • Then enters the barcode or scans Patron A's info
      • Then scans Patron A's 10 items
      • Then enters the barcode or scans Patron B's info (switching to new patron/new session, so notice is sent to Patron A with their 10 items)
      • Then scans Patron B's 3 items
      • Then enters the barcode or scans Patron C's info (switching to new patron/new session, so notice is sent to Patron B with their 3 items)
      • Then scans Patron C's 8 items
      • Then ends session (notice is sent to Patron C with their 8 items)

      Scenario 2 - If a check out session is ended in between a patron's check out (unlikely)

      • FOLIO operator opens check out screen
      • Then enters the barcode or scans Patron A's info
      • Then scans Patron A's 7 of 10 items
      • Then ends session (notice is sent to Patron A with their 7 items)
      • Then starts a new session
      • Then scans Patron A's remaining 3 of 10 items
      • Then enters the barcode or scans Patron B's info (switching to new patron/new session, so notice is sent to Patron A with their remaining 3 items)
      • Then scans Patron B's 3 items
      • Then ends session (notice is sent to Patron B with their 3 items)

      Scenario 3 - If a check out session times out

      • FOLIO operator opens check out screen
      • Then enters the barcode or scans Patron A's info
      • Then scans Patron A's 10 items
      • Then 30 minutes expires
      • Session automatically times out and ends due to inactivity based on tenant configuration* (notice is sent to Patron A with their 10 items)

      *Settings > Circulation > Other settings > Automatically end checkout session after period of inactivity [ ] minutes

      Requirements

      • Must support user-initiated loan notices (e.g. checkout items in one session)
      • No expectations of sending an email that includes multiple notice types (e.g. an email should not include loan info and request info)
      • No expectations of sending an email that includes multiple templates
      • Items may span different loan policies

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                kostyantyn-kh Kostyantyn Khodarev
                kgambrell Khalilah Gambrell
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                Dates

                  Created:
                  Updated:
                  Resolved:

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