Loan Policy Metadata

	A	B	C	E	G	H	I	J	K	M	N	O	P	Q	R	S	T	U	V	W	X
1	User Story for Loan Policy Form	User Story for Applied Logic	Section	Field Label	Input Type	Default Value/Function	Display Condition	Required	Other Validation	Cate's Comments/Questions	Include in FOLIO	Discussion Status	RA SIG Meeting 2017-04-06	RA SIG Meeting 2017-04-13	RA SIG Meeting 2017-04-20	RA SIG Meeting 2017-04-24	RA SIG Meeting 2017-04-27	RA SIG Meeting 2017-05-04	RA SIG Meeting 2017-05-08	RA SIG Meeting 2018-05-04	Additional Meeting Notes

2	UIS-13	N/A		Policy name	Text			Yes	Must be unique	Name for policy		Discussed
3	UIS-13	N/A		Policy description	Text area													- Could be a text summary or, if doable, it could populate with summary data from below
4	UIS-13		Loans	Loanable?	Boolean (checkbox?) Yes, No	Yes		Yes	N/A			Discussed	- If loanable is no, then don't show fields related to loans (loan periods etc)
5	UIS-13, UICIRC-55	UICHKOUT-25, UICHKOUT-66, FOLIO-1100	Loans	Loan profile	Select Values = Fixed, Rolling, Indefinite	Rolling	Only displays when: - Loanable = Yes	Yes		Removed Indefinite option after discussion with the SIG and Developers. We can add this back in later when/if it becomes a priority. See FOLIO-1178 for more info.		Discussed	- There is also "indefinite due date" which can be used and it means there is no due date - Do we really need this? There were some ripple effects in OLE with this feature - One problem is that indefinite due date is implement actually as no due date and it's the default - A lot of institutions find this problematic - Some do it for, say if you checked something out for repair (internal processing) - Indefinite is nice-to-have but not essential - Need to support overrides - we'll come back to this later	FIXED DISCUSSION - Sometimes fixed is just a date, for example, for faculty is always May 15th at some libraries - Some other examples include: -- Until end of the membership/expiration date -- Friday of the first week of the following quarter -- Last day of the semester -- Friday of the first week of the following semester Somewhere in settings, you can specify a period and then specify a due date for that period. So you create a start date and end date for range and then add a corresponding due date. Label for the period, start date, end date and fixed due date. Next week we'll look at OLE because it seems to do this well.
6	UIS-13	UICHKOUT-66	Loans	Fixed due date schedule	Select Schedules are managed in Settings. Library-define schedules appear here.	Select schedule	Only displays when: - Loanable = Yes - Loan profile = Fixed	Yes				Discussed
7	UIS-13	UICHKOUT-25	Loans	Loan period	Text		Only displays when: - Loanable = Yes - Loan profile = Rolling	Yes	Must be a number greater than 0	Should we support decimals for this number entry?		Discussed
8	UIS-13	UICHKOUT-25	Loans	Loan period	Select Values = Minutes, Hours, Days, Weeks, Months	Select interval (should default to "Days" when a number is entered)	Only displays when: - Loanable = Yes - Loan profile = Rolling	Yes	N/A			Discussed
9	UIS-13	UICHKOUT-407	Loans	Fixed due date schedule (due date limit)	Select Schedules are managed in Settings. Library-define schedules appear here.	Select schedule	Only displays when: - Loanable = Yes - Loan profile = Rolling	No				Discussed				- Nice new feature other systems don't offer
10	UIS-13		Loans	Closed library due date management	Select Values: - Keep the current due date - Move to the end of the previous open day - Move to the beginning of the next open day - Move to the end of the next open day	Move to the end of the next open day	Only displays when: - Loanable = Yes	Yes	N/A	Affects due dates that would otherwise fall on a day that the library is closed		Discussed		- Will library be able to say whether closed dates are skipped or included when calculating due dates? - Use case, closed over break, don't want books due over break. - Maybe sub option for closed library management? - Setting as closed but still allow checking out of short term loans - Are we just saying it shouldn't matter if location is open or closed when checking out books? - Duke example, for borrow direct, I would want to move the due date to the next day but NOT skip the closed dates in the intervening period - Need to come back to this and the notion of skip dates vs closed dates and closed times. There are fine implications. What is the end of the day for a 24 hour library (23:59?) - Need setting for calendar close time - Need to account for the fact that, if a patron has an expiration date that is sooner than the expiration date, you need to move the due date up to expiration date - How do you handle due dates when patron status has changed? CB: When loan criteria changes, the due date doesn't change, however, if you renew the loan, the system looks to the new loan policy for the due date.
11	UICIRC-64		Loans	Opening time offset	Text		Only displays when: - Loanable = Yes - Closed library due date management = Move to the beginning of the next open day	Yes	Must be an integer 0 or greater												- 2018-05-28 Discussed with RA SIG last week. This came up at WOLFcon as a need. You don't necessarily want things to come due right when the library opens. Hence the offset.
12	UICIRC-64		Loans	Opening time offset	Select Values = Minutes, Hours	Select interval (should default to "Hours" when a number is entered)	Only displays when: - Loanable = Yes - Closed library due date management = Move to the beginning of the next open day	Yes	N/A												- ""
13			Loans	Closed library due date offset	Text	0	Only displays when: - Loanable = Yes	Yes - but zero is allowed				Discussed	Circle back next meeting to complete			- We are having a hard time remembering what this was for. - We will contemplate this and, if we can't remember what it was for, it goes away			- We think this about setting whether something comes due at the beginning or end of day. - Org setting - set one time. Default setting for whether things are due at opening time, mid-day etc. - Remove from this form.
14			Loans	Closed library due date offset	Select Values = Minutes, Hours, Days	Days	Only displays when: - Loanable = Yes	Yes				Discussed
15	UIS-13		Loans	Skip closed dates in intervening period	Boolean (checkbox?) Yes, No	No	Only displays when: - Loanable = Yes	Yes		Is this about how loan period is calculated? Whether closed dates are included?		Discussed
16	UIS-13	UICHKOUT-415	Loans	Alternate loan period for items with existing requests	text		Only displays when: - Loanable = Yes	No				Discussed			- This is different than a recall, which happens after a book has been loaned Need to come back to recall scenario later - If 3 people have requested an item, when the first person comes to check it out, their loan period is automatically truncated by this amount - This is at the policy level because the amount you truncate would depend on how long the loan period is to start out with - Some institutions just use standard recalls and wouldn't use this - Is this needed at the policy level? Or institution? Some votes for policy. - This is not required, if left blank, there is no alternate			- If the standard loan period is fixed, it's not truncated, it's converted to a rolling loan of this length			2018-07-09 Cate brought some questions to the RA SIG related to this setting which already existed on the loan policy form and which development was in the process of "wiring up". The RA SIG was suddenly not sure this setting belonged in the loan policy form at all. They felt that the alternate period should depend on the type of the requests on the item etc. I asked Marc to discontinue work on UICHKOUT-415 and Tania to pick this up with the Requests sub-group. If this needs to be removed from the loan policy form, we'll have a few things to undo.
17	UIS-13	UICHKOUT-415	Loans	Alternate loan period for items with existing requests	Select Values = Minutes, Hours, Days	Select interval (should default to "Days" when a number is entered)	Only displays when: - Loanable = Yes	Yes				Discussed
18	UIS-13		Loans	Grace period	Text		Only displays when: - Loanable = Yes	No	Must be a number	Should we support decimals for this number entry? No!							- If fine applies, when does it begin being calculated? Due date? End of grace period? Also, when is it due? For example, fine could accumulate from day one but is only applied after the grace period. Is it from due date or grace period? - People would like to see this be configurable. Need to come back to this. - If we can't make this configurable, fees begin being calculated at due date and come due after end of grace period - Many systems don't display fees until after the item is checked in. If there's any way to display fees as they accrue, it would be a big improvement. You'd get your stuff back faster if people could see their fees accumulating. Come back to this when discussing fees. - If we do this, it needs to be performant! Some systems that do this are slow. Need is for real-time data
19	UIS-13		Loans	Grace period	Select Values = Minutes, Hours, Days, Weeks, Months	Select interval (should default to "Days" when a number is entered)	Only displays when: - Loanable = Yes	No	N/A
20	UIS-13		Renewals	Renewable	Boolean (checkbox?) Yes, No	Yes	Only displays when: - Loanable = Yes	Yes				Discussed			- Need to make sure that due dates consider patron expiration
21	UIS-13, UIS-36	UIU-448	Renewals	Unlimited renewals	Boolean (checkbox?) Yes, No	No	Only displays when: - Renewable = Yes	Yes				Discussed
22	UIS-13, UIS-37	UIU-448	Renewals	Number of renewals allowed	Text		Only display when: - Renewable = Yes - Unlimited renewals = no	Yes (if renewable is yes)	Must be an integer 1 or greater	Only displays/is active when Unlimited = No and Renewalble = Yes		Discussed		Left off here...
23	UIS-13, UIS-38	UIU-449	Renewals	Renew from	Select Values = Current due date, System date	System date	Only displays when: - Loan profile = Rolling - Renewable = Yes	Yes (if renewable is yes)		Only displays/is active when Renewable = Yes		Discussed			- What does this actually mean? - You often will want to specify an initial loan period and the renewal period is much shorter - Do you need to build in a limit for rolling loan periods. You might have a 50 day rolling, but only to a limit					Discussed that this setting should actually only be displayed when loan profile = rolling. For fixed profile loans, it should be assumed that renewals are calculated based on the system date at the time of the renewal.
24			Renewals	Renewal allowed X days prior to due date	Text		Only displays when: - Loan profile = Rolling - Renewable = Yes - Renew from = Current due date	No	Must be an integer 0 or greater	Post v1 - see notes in last column.		Discussed									2018-05-28 - During prep for WOLFcon, Andrea noticed that you could check something out and, if you had selected Renew from = Current due date, you could immediately renew it. Discussed with the SIG and they agreed that ideally you should be able to specify a number of days prior to the current due date at which time the renewal would be allowed. That said, many systems today don't offer this feature and people felt it wasn't a must-have for v1. Recording here for future. Assume this is not required and, if left blank, renewal can happen immediately after checkout.
25	UIS-13, UIS-39	UIU-415	Renewals	Renewal period different from original loan?	Boolean (checkbox?) Yes, No	No	Only displays when: - Renewable = Yes	Yes				Discussed
26	UIS-13, UIS-40	UIU-433	Renewals	Alternate fixed due date schedule for renewals	Select Values = "No due date limit" and all fixed due date schedules. Schedules are managed in Settings. Library-define schedules appear here.	Select schedule	Only display when: - Renewable = Yes - Renewal period different = Yes - Loan profile = Fixed	Yes				Discussed									Per discussion in the comments of FOLIO-1101, we should also offer the option of no due date limit. Story will be added to add "No due date limit" option and to clarify that, when nothing is selected, the sytem should apply the due date limit from the original loan.
27	UIS-13, UIS-41	UIU-435, UIU-434	Renewals	Alternate loan period for renewals	Text		Only displays when: - Renewable = Yes - Renewal period different = Yes - Loan profile = Rolling	Yes	Must be a number greater than 0	Should we support decimals for this number entry? No.		Discussed
28	UIS-13, UIS-42	UIU-435, UIU-434	Renewals	Alternate loan period for renewals	Select Values = Minutes, Hours, Days, Weeks, Months	Select interval (should default to "Days" when a number is entered)	Only displays when: - Renewable = Yes - Renewal period different = Yes - Loan profile = Rolling	Yes	N/A			Discussed
29	UIS-13, UIS-43	UIU-467	Renewals	Alternate fixed due date schedule (due date limit) for renewals	Select Schedules are managed in Settings. Library-define schedules appear here.	Select schedule	Only displays when: - Renewable = Yes - Renewal period different = Yes - Loan profile = Rolling	No				Discussed				- Nice new feature other systems don't offer
30			Requests	Requestable?	Boolean (checkbox?) Yes, No	?		Yes	N/A	From Confluence, "type (hold, recall, delivery), #". Need clarification.							- This is for something that's checked out. Is the request a "recall" which shortens the person's loan period. If it's a "hold", you don't shorten the period but says it can't be renewed and when it's returned it will go to the person who it's on hold for. - Someone might want to say loans to faculty can't be recalled. - Eligable for delivery, transfer etc - OLE relies on item status and says which of these can apply - Large conversation - need to circle back in future meeting.
31			Requests	Hold													- Large conversation - need to circle back in future meeting.
32			Requests	Storage request													- Large conversation - need to circle back in future meeting.
33			Requests	Page request													- Large conversation - need to circle back in future meeting.
34			Requests	Staff request													- Large conversation - need to circle back in future meeting.
35				Hold shelf life	Read only? Depends on desk-specific setting or library-specific setting?			No	Must be a number	Should we support decimals for this number entry? At Cornell, items that are on hold get scanned when dispatched and then shelved. The notices go out in a batch job (configurable). Aleph has a configurable delay after discharge Batch jobs wouldn't work at Duke because they have vans that go around delivering things and, if there's a batch job, the batch job may happen after the van goes around... Frustration with batch jobs is that sometimes only "IT department" can set them up Would be nice if we could push a button and have a notice go out immediately How do we handle hold shelf expiration? Need daily reports. Need to go through this workfow in detail, IMO
36				Hold shelf life				No	N/A
37				Fees						From Confluence, "service fees; penalty fees (JL)" Discuss
38				Fines						From Confluence, "fine amount and fine interval as variables; might want to make fine interval NOT automatically tied to loan interval (JL)" Discuss
39																	- Check with Maria when she's in - Interested in this because would like to check out rooms in addition to equipment but there are no fines associated with that
40				Allowed booking length	Text			No	Must be a number
41				Allowed booking length	Select Values = Minutes, Hours, Days, Weeks, Months	None selected		No	N/A
42			Recall		Boolean (checkbox?) Yes, No	No		Yes
43			Recall	Grace period for recall	Text			Yes	Must be a number	Should we support decimals for this number entry? No!
44			Recall	Grace period for recall	Select Values = Minutes, Hours, Days, Weeks, Months	None selected		No	N/A
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