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  1. UX Product
  2. UXPROD-69

Request policies (CRUD and Impact on Requests)

    Details

    • Epic Link:
    • Analysis Estimate:
      XL < 15 days
    • Front End Estimate:
      XL < 15 days
    • Back End Estimate:
      XXL < 30 days
    • Confidence factor:
      Low
    • Estimation Notes and Assumptions:
      Hide
      assumes separate from Loan rules & polcies

      Old estimates FE Large (Matt C)
      Show
      assumes separate from Loan rules & polcies Old estimates FE Large (Matt C)
    • Development Team:
      Core: Functional
    • Rank: Chalmers:
      go-live
    • Rank: Chicago:
      go-live
    • Rank: Cornell:
      go-live
    • Rank: 5Colleges:
      go-live
    • Rank: Lehigh:
      go-live
    • Rank: TAMU:
      go-live
    • Rank: U of AL:
      go-live
    • Rank: Bremen:
      go-live

      Description

      What's included in this feature:

      1. Allow the creation and management of request policies
      2. Make request policies effective at the time of request creation (FOLIO will use the extended loan rules editor (see UXPROD-1217) to determine which request policy applies to each request
        1. Like loans, requests are made between users (requester) and items. To determine the appropriate request policy, FOLIO will run the patron group of the requester specified in the request as well as the material type and item type (and, later, the location) of the requested item through the Loan/circ rules to determine which request policy applies
        2. Then, in the request app, the request will either be allowed or disallowed and the appropriate pickup and delivery options should display (per the request policy settings)

      Long term vision for request policy: Eventually the request policy will allow you to say, for each type of request in FOLIO, whether the request type is allowed, whether pickup is allowed and where and whether delivery is allowed. See mockup here: https://drive.google.com/file/d/1ok58OxvZKQPPW1EY2ZyB6qAfkLPcCZmf/view

      Possibly interim step: If the developers think this is easier, we could simplify the request policy for Q1 2019 and have something like this: https://drive.google.com/file/d/1tEROnIyNtBWBukQ-ftbQVsn_IdtgTTst/view?usp=sharing FOLIO would just assume that both delivery and pickup are possible for all requests.

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              Hide
              ttolstoy Theodor Tolstoy added a comment -

              Does this include the logic of controlling which items can be requested and which cannot?

              What will happen without this? Will all books be requestable to everyone or will no one be requestable?

              Show
              ttolstoy Theodor Tolstoy added a comment - Does this include the logic of controlling which items can be requested and which cannot? What will happen without this? Will all books be requestable to everyone or will no one be requestable?
              Hide
              cboerema Cate Boerema added a comment -

              Does this include the logic of controlling which items can be requested and which cannot?

              Yes, among other things. We are discussing in the RA SIG today if you want to join! Here's the early wireframe we'll be reviewing: https://drive.google.com/open?id=1EUQ3yCfjqjsk2amiPUK7SHqQEcY1hSd8

              What will happen without this? Will all books be requestable to everyone or will no one be requestable?

              All books will be requestable to everyone (as is the case in FOLIO today).

              Show
              cboerema Cate Boerema added a comment - Does this include the logic of controlling which items can be requested and which cannot? Yes, among other things. We are discussing in the RA SIG today if you want to join! Here's the early wireframe we'll be reviewing: https://drive.google.com/open?id=1EUQ3yCfjqjsk2amiPUK7SHqQEcY1hSd8 What will happen without this? Will all books be requestable to everyone or will no one be requestable? All books will be requestable to everyone (as is the case in FOLIO today).
              Hide
              ttolstoy Theodor Tolstoy added a comment -

              Thank you Cate Boerema,
              I will discuss it with Chalmers and get back to you.

              There are some obvious issues with this. For example Reference literature.

              Show
              ttolstoy Theodor Tolstoy added a comment - Thank you Cate Boerema , I will discuss it with Chalmers and get back to you. There are some obvious issues with this. For example Reference literature.
              Hide
              cboerema Cate Boerema added a comment -

              Reassigning to Core, as Vega no longer has capacity. Okayed by Jakub.

              Show
              cboerema Cate Boerema added a comment - Reassigning to Core, as Vega no longer has capacity. Okayed by Jakub.
              Hide
              Sean Thomas Sean Thomas added a comment -

              Cate Boerema While UXPROD-1217 is a blocker for "impact on requests", this issue blocks UXPROD-1217 on "request policy CRUD" as the Circulation Rules editor will not be able to fetch Request Policies that don't exist in Settings>Circulation>Request policies. Right?

              Show
              Sean Thomas Sean Thomas added a comment - Cate Boerema While UXPROD-1217 is a blocker for "impact on requests", this issue blocks UXPROD-1217 on "request policy CRUD" as the Circulation Rules editor will not be able to fetch Request Policies that don't exist in Settings>Circulation>Request policies. Right?

                People

                • Assignee:
                  cboerema Cate Boerema
                  Reporter:
                  cboerema Cate Boerema
                  Analysis Estimator:
                  Tania Fersenheim
                  Front End Estimator:
                  Kostyantyn Khodarev
                  Back End Estimator:
                  Marc Johnson
                • Votes:
                  0 Vote for this issue
                  Watchers:
                  5 Start watching this issue

                  Dates

                  • Created:
                    Updated: