From 5d842e5791092ece4647ede0ab288744447bdf16 Mon Sep 17 00:00:00 2001 From: Bill Erickson Date: Wed, 24 Apr 2013 14:09:12 -0400 Subject: [PATCH] LP 1169193 long-overdue release notes Signed-off-by: Bill Erickson Signed-off-by: Jason Stephenson --- .../Circulation/long-overdue.txt | 92 +++++++++++++++++++ 1 file changed, 92 insertions(+) create mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/long-overdue.txt diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/long-overdue.txt b/docs/RELEASE_NOTES_NEXT/Circulation/long-overdue.txt new file mode 100644 index 0000000000..89f07cc2f5 --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/Circulation/long-overdue.txt @@ -0,0 +1,92 @@ +Long Overdue Circulations Management +==================================== + +This is a two-part feature, which covers marking circulations as long +overdue via automated processing and check-in of long overdue circulations. + +Marking Circulations Long Overdue +--------------------------------- + +A new Action/Trigger reactor (MarkItemLongOverdue) and sample event +definition (6 Month Overdue Mark Long-Overdue) are included for +marking circulations and their associated copies as long overdue. New org +unit settings determine whether the item price and/or a processing fee is +applied. + +A secondary Action/Trigger hook (longoverdue.auto) and sample event +definition (6 Month Long Overdue Notice) are added so that (email, etc.) +notifications can be sent when a circulation is marked long overdue via +this new automated process. + +Also included is a new Action/Trigger validator PatronNotInCollections, which +can be used to prevent long overdue processing (or any circ-based event +definition) for patrons that are in collections processing at (or above) the +circulating library. + +New Org Unit Settings +~~~~~~~~~~~~~~~~~~~~~ + + * Long-Overdue Materials Processing Fee + * Void Overdue Fines When Items are Marked Long-Overdue + * Leave transaction open when long overdue balance equals zero + +A combination of 'Charge lost on zero' and 'Default Item Price' are used to +determine the amount to charge for the item price when a circulation is +marked as long overdue. + +New Billing Types +~~~~~~~~~~~~~~~~~ + + * Long-Overdue Materials + * Long-Overdue Materials Processing Fee + +New Permissions +~~~~~~~~~~~~~~~ + + * SET_CIRC_LONG_OVERDUE + +New Copy Status +~~~~~~~~~~~~~~~ + + * Long Overdue + +Check-in of Long Overdue Circulations +------------------------------------- + +Check-in of long overdue items may result in any of the following actions, +depending on configuration. + + * Void the copy price billing + * Void the long-overdue processing fee billing + * Reinstate voided overdue fines + +The process is practically identical to Lost processing. However, one +difference between Lost and Long Overdue check-in is that the window +of time during which a long overdue item may be returned may be based on the +due date (like Lost) or the last billing activity date (last payment, last +billing). This is controlled with the "Long-Overdue Check-In Interval Uses +Last Activity Date" org unit setting. + +New Org Unit Settings +~~~~~~~~~~~~~~~~~~~~~ + + * Long-Overdue Items Usable on Checkin + * Long-Overdue Max Return Interval + * Restore Overdues on Long-Overdue Item Return + * Void Long-Overdue Item Billing When Returned + * Void Processing Fee on Long-Overdue Item Return + * Long-Overdue Check-In Interval Uses Last Activity Date + +New Permissions +~~~~~~~~~~~~~~~ + + * COPY_STATUS_LONGOVERDUE.override + +Upgrade Notes +------------- + +If you are using a custom version of the +'/openils/conf/action_trigger_filters.json.example' file, you will need to +merge the changes made by this feature into your file. The change in +question alters the 'checkout.due' hook such that LONGOVERDUE circulations +are no longer treated as regular overdue items. -- 2.43.2