Details
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New Feature
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Status: Closed (View Workflow)
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P2
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Resolution: Done
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None
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None
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Poppy (R2 2023)
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Gutenberg
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0
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R5
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TBD
Description
Current situation or problem: FOLIO only allows adding a note to the loan record when you override a patron block, or a loan policy. Currently there is no integration between FOLIO and the desktop client used by the German library consortium for receiving ILL requests.
In scope: Introduce the concept of having a way in FOLIO to add a loan specific comment/note in the loan record for any transaction; e.g. the purpose of Inter Library Loan. The comment/note needs to be implemented as a property, so the value can be tokenized and used in the patron notices.
Here UX mock up from kkester:
Out of scope:
- Introducing a comment type, has been discussed with the user group from Mainz, but for now that's not in the scope of this work.
- Implementation of an Action button in the upper right of the screen condense the primary buttons at the top into an Actions dropdown, including also the new Actions button above the MCL for "New patron info" and "New staff info"
- Integration between the ILL client and FOLIO
Use case(s):
As a circulation staff member
- I want to change a loan’s due date and add a reason why I did it (staff info)
- when checking out to a receiving ILL library, I need to save the ILL transaction number on the loan for future reference/communication (patron info, needs to be on overdue notices)
- I want to define special conditions (reading room only etc.) for the ILL receiving library and save them on the loan for future reference/communication (staff info)
- when patron claims an item returned (comment required) and later calls with additional information I want to add that info to the loan (staff info)
- I want to track searches on claimed returned items and add a comment as a workaround until https://issues.folio.org/browse/UXPROD-532 gets developed (staff info)
- when I receive information concerning a loan by phone/email, I want to store that info on the corresponding loan (staff info)
Proposed solution/stories:
Links to additional info:
- The requirements has been discussed with the RA-SIG on 11/28/2022 -
- see meeting minutes: https://wiki.folio.org/display/RA/2022-11-28+Resource+Access+Meeting+Notes
- Link to reworked requirements for loan notes/comments (1/12/2023):
https://docs.google.com/presentation/d/11pubkyHcBO4dPbMl4JMTN6H2qNcDIl2rUD2jSkSuTpg/edit#slide=id.p - Link to old version of the slide deck - updated with use cases slide #8 (12/14/2022) and three new slides #10-12 creens (1/4/2023) https://docs.google.com/presentation/d/17_4uxZPikUumeKMs2qugpILSzOoTuPS0eS3Aiay-0DU/edit#slide=id.p
- More documentation with examples: https://docs.google.com/document/d/1t6NP27rdudm1ps98MKJWO2cB-VsXNsKnZkK2prGwHVw/edit#heading=h.kz385uystwln
Other comments:
For this implementation the UX follows what has been implemented on the Fee/fine screen - as reviewed by the Ressource Access SIG.
At a later phase when the development teams have time to condense the primary buttons at the top of the loan record into an Actions dropdown; then at that time, they could also include the new Actions button above the MCL for "New patron info" and "New staff info"
TestRail: Results
Attachments
Issue Links
- is defined by
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CIRC-1793
BE | Add the field "loan.additionalInfo" to the Loan Object in the Notice context - in mod-circ
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- Closed
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CIRC-1823
Make patron and staff information visible and searchable in Circulation log
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- Closed
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CIRC-1848 New patron info can be created by id_admin, but not by cw
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- Closed
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- Closed
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MODAUD-164
Accept circulation LOG_RECORD events of type LOAN with action patron/staff info added
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- Closed
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MODFEE-344
BE | Add the field "loan.additionalInfo" to the Item Object in the Notice context - in mod-fee-fines
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- Closed
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MODNOTIFY-127
BE | Populate the token "loan.additionalInfo" in the notices, with the data provided by the context
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- Closed
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UICHKOUT-855
Add two options (Add patron info + Add staff info) to item action menu
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- Closed
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UICHKOUT-857
Use new WSAPI for adding patron/staff notes to loans
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- Closed
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UICIRC-939
UI | Loans record. New token for notice templates on patron information
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- Closed
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UICIRCLOG-122
Make patron and staff information visible and searchable in Circulation log
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- Closed
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UICIRCLOG-123
Add loan patron and staff info filter to circulation log
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- Closed
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UICIRCLOG-128
Distinct between patron info and patron info (SUPERSEDED) in the Circ action column
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- Closed
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UICIRCLOG-130
CIRCLOG. Consequently display of patron info marked as (SUPERSEDED)
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- Closed
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UIU-2816
Loan details record. Add two buttons (Add patron info + Add staff info)
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- Closed
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UIU-2817
Loan details record. Display of patron info (and business logic)
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- Closed
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UIU-2818
Loan details record. Display of staff info (and business logic)
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- Closed
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UIU-2865
Add permissions for adding Patron Notes and Staff Notes to loans
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- Closed
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UIU-2868
Write UI tests for patron/staff-notes changes to ui-users
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- Closed
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- Closed
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UIU-2893
Use new WSAPI for adding patron/staff notes to loans
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- Closed
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UIU-2895
Modify add-patron/staff-info permission to use new subpermission
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- Closed
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- Closed
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UIU-2932
Loan details record. Modal for adding Staff info and Patron info. Curser set in the enter box as default
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- Closed
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- mentioned in
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