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  1. UX Product
  2. UXPROD-2729

Allow Recalls to Extend Due Dates on Overdue Loans (Configurable)

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      Large < 10 days
    • Estimation Notes and Assumptions:
      Hide
      CB: Spoke with Marc about the estimate. He thought 10 days assuming that we put some kind of toggle in a policy (loan policy?) that would allow libraries to switch between how recalls affect overdue loans (to support both Chalmers and Chicago's needs)
      Show
      CB: Spoke with Marc about the estimate. He thought 10 days assuming that we put some kind of toggle in a policy (loan policy?) that would allow libraries to switch between how recalls affect overdue loans (to support both Chalmers and Chicago's needs)
    • Development Team:
      Prokopovych
    • Calculated Total Rank:
      37
    • PO Rank:
      102
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R3
    • Rank: FLO (MVP Sum 2020):
      R4
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Current situation/problem: When an overdue item is recalled, the due date is not extended. Recalls on overdue loans used to extend the due date in FOLIO, but that behavior was seen as a bug by Chalmers and it was fixed (see CIRC-801). It turns out that Chicago (and others?) actually want recalls on overdue items to extend the due date. The reason is that, for Chicago, overdue items without recalls don't accrue fees and fines while recalled overdue items do. Consider this situation:

      • Loaned item is due today
      • Patron is getting themselves organized to return the item (they aren't in a rush because they know they won't be charged fees and fines until it has been late for 3 weeks (at which time Chicago assigns a lost item fee))
      • Item is recalled and, per current FOLIO behavior, no notice is sent to the patron because the item is already overdue
      • Patron returns the item 5 days after it was due only to find out that they have unexpectedly been charged a daily fine

      In scope: Introduce a setting either in the loan policy or at the tenant level that would allow institutions to indicate whether they want post-overdue recalls to extend the due date of a loan.

      Out of scope:

      Use case(s):

      Proposed solution/stories:

      Links to additional info:

      Questions:

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                Assignee:
                cmalmbor Cheryl Malmborg
                Reporter:
                cboerema Cate Boerema
                Front End Estimator:
                Cate Boerema Cate Boerema
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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