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1. Loan Policy - KRMS

UI Approach

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.

Profile Approach

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

The loan policy for Patron which is a borrower type will consist of three basic rules. The rules will be executed as part of the policy and appropriate actions taken as defined. Policy definition will be in the profile.xml which can be easily customized.

Category

Context

Terms
.Patron
.Item
.LoanPeriod

Rules
.canPatronBorrow
.loanAvailability
.isItemDue

TermResolvers
.PatronTermResolver
.ItemTermResolver
.LoanPeriodTermResolver

FunctionLoader

ActionTypeServiceRegistries

2. Permissions/Roles 

3. Data Model 


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