FOLIO WIKI
Last edited one month ago
by Scott

2.4.1 When to use Multiple Tokens

No edit summary
(Updated table of conditions to use multiple tokens)
 
Line 17: Line 17:
{| class="wikitable"
{| class="wikitable"
|-
|-
|  
| colspan="4" style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" | '''Loan'''
 
Category
|  
 
Long Term
|
 
Short Term
|-
|-
|  
|'''Triggering  event'''
 
| '''Scheduled or Immediate'''
Loan
| '''Process options'''
|  
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Multiple tokens to use'''
 
Loans
|  
 
No multiple tokens
|-
|-
|  
| Check in
 
| Immediate
Automated fee/fine charges
| N/A
|  
| style="border-top-width:3px;" |<nowiki>{{#loans}}</nowiki><nowiki>{{/loans}}</nowiki>
 
feeCharges
|  
 
No multiple tokens
|-
|-
|  
| Check out
 
| Immediate
Automated fee/fine Adjustment
| N/A
|  
|<nowiki>{{#loans}}</nowiki><nowiki>{{/loans}}</nowiki>
 
feeCharges
|
 
No multiple tokens
|-
|-
| colspan="3" |
|Item renewed
 
|Immediate
<p style='width: 100%;text-align: center;'>The following never use multiple tokens</p>
|N/A
|No
|-
|-
|  
| Loan due date/time
 
|Scheduled
Request
|Send overnight with multiple loans/items by patron.
| colspan="2" |
|<nowiki>{{#loans}}</nowiki><nowiki>{{/loans}}</nowiki>
No multiple tokens
|-
|-
|  
|
 
|
Manual fee/fine charge
|Send throughout the day without  multiple loans/items.
| colspan="2" |
|No
No multiple tokens
|-
|-
|  
| Loan due date change
 
|Immediate
Manual fee/fine action
|N/A
| colspan="2" |
|No
No multiple tokens
|-
|Item recalled
|Immediate
|N/A
|No
|-
| style="border-bottom-width:3px;" |Item aged to lost
| style="border-bottom-width:3px;" |Scheduled
| style="border-bottom-width:3px;" |N/A
| style="border-bottom-width:3px;" |No
|-
| colspan="4" style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Request'''
|-
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Triggering  event'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Scheduled or Immediate'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Additional process options'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Multiple tokens to use'''
|-
| style="border-top-width:3px;" |Awaiting pickup
| style="border-top-width:3px;" |Immediate
| style="border-top-width:3px;" |N/A
| style="border-top-width:3px;" |No
|-
|Page request
|Immediate
|N/A
|No
|-
|Hold request
|Immediate
|N/A
|No
|-
|Recall request
|Immediate
|N/A
|No
|-
|Cancel request
|Immediate
|N/A
|No
|-
|Hold shelf expiration
|Scheduled
|N/A
|No
|-
| style="border-bottom-width:3px;" |Request expiration
| style="border-bottom-width:3px;" |Scheduled
| style="border-bottom-width:3px;" |N/A
| style="border-bottom-width:3px;" |No
|-
| colspan="4" style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Automated fee/fine notices (sent to borrower)'''
|-
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Triggering  event'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Scheduled or Immediate'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Additional process options'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Multiple tokens to use'''
|-
| style="border-top-width:3px;" |Overdue fine, returned
| style="border-top-width:3px;" |Scheduled
| style="border-top-width:3px;" |N/A
| style="border-top-width:3px;" |<nowiki>{{#feeCharges}}</nowiki><nowiki>{{/lfeeCharges}}</nowiki>
|-
|Overdue fine, renewed
|Scheduled
|N/A
|<nowiki>{{#feeCharges}}</nowiki><nowiki>{{/lfeeCharges}}</nowiki>
|-
|Lost item fee(s), charged
|Scheduled
|Send overnight with multiple  loans/items by patron.
|<nowiki>{{#feeCharges}}</nowiki><nowiki>{{/lfeeCharges}}</nowiki>
|-
|
|
|Send throughout the day without  multiple loans/items.
|No
|-
| style="border-bottom-width:3px;" |Lost item returned - fee(s)  adjusted
| style="border-bottom-width:3px;" |Scheduled
| style="border-bottom-width:3px;" |N/A
| style="border-bottom-width:3px;" |No
|-
| colspan="4" style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Manual fee/fine notices (sent to borrower)'''
|-
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Triggering  event'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Scheduled or Immediate'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Additional process options'''
| style="border-left-width:3px;border-right-width:3px;border-top-width:3px;border-bottom-width:3px;" |'''Multiple tokens to use'''
|-
| style="border-top-width:3px;" |Manual fee/fine charge
| style="border-top-width:3px;" |Immediate
| style="border-top-width:3px;" |N/A
| style="border-top-width:3px;" |No
|-
|Manual fee/fine action
|Immediate
|N/A
|No
|}
|}



Latest revision as of 19:35, 18 March 2025


As a general rule multiple use tokens are used for "long term loans," where an item is due using a loan period of days, while "short term loans with a loan period of hours do not.

The two types of multiple tokens are loans and feeCharges:

Multiple Tokens 1733523807123.png
Multiple Tokens 1733523986782.png

The category of loan template also determines what type of multiple tokens to use:


Multiple Tokens 1733524174616.png

 

Loan
Triggering event Scheduled or Immediate Process options Multiple tokens to use
Check in Immediate N/A {{#loans}}{{/loans}}
Check out Immediate N/A {{#loans}}{{/loans}}
Item renewed Immediate N/A No
Loan due date/time Scheduled Send overnight with multiple loans/items by patron. {{#loans}}{{/loans}}
Send throughout the day without multiple loans/items. No
Loan due date change Immediate N/A No
Item recalled Immediate N/A No
Item aged to lost Scheduled N/A No
Request
Triggering event Scheduled or Immediate Additional process options Multiple tokens to use
Awaiting pickup Immediate N/A No
Page request Immediate N/A No
Hold request Immediate N/A No
Recall request Immediate N/A No
Cancel request Immediate N/A No
Hold shelf expiration Scheduled N/A No
Request expiration Scheduled N/A No
Automated fee/fine notices (sent to borrower)
Triggering event Scheduled or Immediate Additional process options Multiple tokens to use
Overdue fine, returned Scheduled N/A {{#feeCharges}}{{/lfeeCharges}}
Overdue fine, renewed Scheduled N/A {{#feeCharges}}{{/lfeeCharges}}
Lost item fee(s), charged Scheduled Send overnight with multiple loans/items by patron. {{#feeCharges}}{{/lfeeCharges}}
Send throughout the day without multiple loans/items. No
Lost item returned - fee(s) adjusted Scheduled N/A No
Manual fee/fine notices (sent to borrower)
Triggering event Scheduled or Immediate Additional process options Multiple tokens to use
Manual fee/fine charge Immediate N/A No
Manual fee/fine action Immediate N/A No


The use is to bracket the tokens and text intended to repeat as below:

Loans

feeCharges

Multiple Tokens 1733523707666.png

Multiple Tokens 1733523748561.png


Examples of a loan and charges template are below. Note the same template could be used for a short term loan by removing the multiple loan tokens:

Loan Tokens.png
Request.png