Automated Item Blocks

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.