Jira Link
Jira Link
1. Loan Policy - KRMS
UI Approach (Option #1)
KRMS offers a UI framework to setup and manage rules. With some backend code wiring, users can create and edit rules, in particular loan periods, borrower limts etc. Some of this was covered during Eric Westfall's KRMS training in March 2012, where the focus was on exercises pertaining to Circ policies.
- Setup default parameters like Category,Context,Rules etc using UI
- Setup appropriate Term(s), FunctionLoaders, ActionTypeService etc using backend code
- Create CircPolicy (KRMS Agenda) using both above
Profile Approach (Option #2)
KRMS has been utilized for Staff Upload (Batch Ingest) process in KOLE with custom setup of rules, actions etc using a profile concept; KRMS UI doesn't offer support for setting up custom rules etc, and so the intent here is to leverage what was done for staff upload for 0.6 release and extend the functionality to circ policies.
We are going to abstract out the common parts such as setting up function loaders, term resolvers etc and then have specific implementations for staff upload, circ polices. This will also enable future extensibility of such custom setups.
- Profile.xml detailing terms, rules, actions etc
- Similar to staff upload profile
- Create Circ Policy (KRMS Agenda) using existing ProfileBuilder
- Apply the policy to Patron type