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  1. UX Product
  2. UXPROD-1591

Automated Item Blocks

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    • Template:
    • Potential Workaround:
      Hide
      Holly: Loan policies indicate how many DVDs an undergrad can check out, or how many reserve items a grad student can have at one time. Item blocks enforce these policies. Unlike Blanket Blocks, Item Blocks have a reasonable workaround except to not enforce Item Limits. (An unreasonable workaround would be for the person at the circ desk to look up everything the patron has checked out, requested, recalled, etc. before taking action.)
      Show
      Holly: Loan policies indicate how many DVDs an undergrad can check out, or how many reserve items a grad student can have at one time. Item blocks enforce these policies. Unlike Blanket Blocks, Item Blocks have a reasonable workaround except to not enforce Item Limits. (An unreasonable workaround would be for the person at the circ desk to look up everything the patron has checked out, requested, recalled, etc. before taking action.)
    • Epic Link:
    • Front End Estimate:
      Large < 10 days
    • Back End Estimate:
      XL < 15 days
    • Confidence factor:
      Low
    • Estimation Notes and Assumptions:
      Hide
      Holly will ask Vega to confirm estimates.
      Show
      Holly will ask Vega to confirm estimates.
    • Development Team:
      Vega
    • Calculated Total Rank:
      116
    • PO Rank:
      96
    • PO Ranking Note:
      This is actually a Circulation/Loan feature and should be moved from Fees/Fines.
    • Rank: BNCF (MVP Feb 2020):
      R1
    • Rank: Chalmers (Impl Aut 2019):
      R4
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: FLO (MVP Sum 2020):
      R2
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Updated 8/21/2019: It looks like Loan Policies does not already include this information, which means I will need to add it. I will also need to create an override. This will be more work than originally anticipated.

      We originally had one JIRA feature (UXPROD-82) that was for both automated Item Blocks and Blanket Blocks. Given that Item Blocks will use Loan Policies/Rules rather than the Patron Group Limits Table (UXPROD-390) to determine criteria for blocking, it makes more sense to separate the two types of automated blocks. Both types of blocks have been documented by each FOLIO institution at https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing. Here are examples of Item Blocks:

      Maximum number of items borrowed for patron group and loan type (e.g. reserve)
      Maximum number of items borrowed for patron group and material type (e.g. DVD)
      Maximum number of items borrowed for loan type (e.g. reserve)
      Maximum number of items borrowed for material type (e.g. DVD)

      The result is that borrowing of that "type" is not allowed until you return something of that "type." For example: if you have 5 DVDs checked out and you want to check out 1 more, you need to return one of the other 5 DVDs before you can check out this new one.

      Updated 9/18/18: Holly changed Chalmers rank from go-live after emailing Lisa and learning they only need manual patron blocks for go-live. Manual patron blocks have been broken out of UXPROD-82.

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                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                hollyolepm Holly Mistlebauer
                Front End Estimator:
                Holly Mistlebauer Holly Mistlebauer
                Back End Estimator:
                Holly Mistlebauer Holly Mistlebauer
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                  Updated:
                  Resolved:

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