Page tree

Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


Functional Area

Product Owner

Planned Release (if known)

Decision Reached


Link to Supporting Materials


e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
  • Because...
  • Because...
e.g. mock-up, JIRA issue
RequestsCate BoeremaQ1When an item is recalled, calculate today's date plus the recall return interval. If the resulting date (RD) is sooner than the original due date (ODD), use the RD. If the RD is later than the original due date, use the ODD. If the RD is less than the minimum guaranteed due (MGD), use the MGD.
  • Proposed logic assumed we never want to extend the original due date when an item is recalled because recalls should shorten loans, not extend them. Both Andrea and Kai thought this logic would work best for their needs.
  • That said, it turns out some institutions do want to extend the original due date for recalled items (e.g. Chicago). This is because the original loan may have been renewable with a low fee structure. You want to give borrowers a bit of time to return the item in the case of a recall, as they may not have been expecting to have to return at the original due date and because the fee structure may now be much steeper
  • We could make this a configuration option in the loan policy (e.g. "never extend original due date when recalled") - Andrea asked we put this in the parking lot
  • Those not wanting to extend the loan when recalled could set the recall return interval to 0
    • When the item is recalled prior to the Minimum guaranteed loan period, this gives Andrea and Kai exactly the behavior they wanted
    • But when the item is recalled after the Minimum guaranteed loan period, a recall return interval of 0 doesn't give the patron much (any!) time to return the book.
    • Andrea concluded she would set the recall return interval to 1 day and accept that it would sometimes extend the original loan period. Kai would set the recall return interval to 0.


UM reporting update

  • Previously: gap between collections use vs. patron reports where nothing was added because everyone thought it was someone else’s responsibility
  • Definitions emerged:
    • RA reports: defined as users’ use of library materials
    • UM reports: data about users
  • Action items: look at the reporting master spreadsheet. Is an RA report missing? If so, contact a member of the Reporting SIG