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  1. UX Product
  2. UXPROD-2547

Automated Patron Blocks (Q3 2020 work split from Q2 2020)

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      Holly: We currently have Manual Patron Blocks, which are set in User Information. Automated Patron Blocks allow the library to set limits that are enforced automatically. For example, if a patron owes over $100 in fines they can be automatically blocked from checking out any more items. Or they can be blocked if they have more than 10 claimed-returns, etc. Whatever limits the library wants to set. The workaround for this would be for the library to run a query against the database (the data warehouse?) to find out who is violating their rules and then enter Manual Patron Blocks for the patrons who need to be stopped.
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      Holly: We currently have Manual Patron Blocks, which are set in User Information. Automated Patron Blocks allow the library to set limits that are enforced automatically. For example, if a patron owes over $100 in fines they can be automatically blocked from checking out any more items. Or they can be blocked if they have more than 10 claimed-returns, etc. Whatever limits the library wants to set. The workaround for this would be for the library to run a query against the database (the data warehouse?) to find out who is violating their rules and then enter Manual Patron Blocks for the patrons who need to be stopped.
    • Medium
    • XL < 15 days
    • Vega
    • 93
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    Description

      This feature was split from UXPROD-82 (Automated Patron Blocks) because two user stories were not completed by the Q2 2020 deadline:

      Until MODPATBLK-18 is completed, the following automated patron blocks will not work...

      • Maximum number of overdue items
      • Maximum number of overdue recalls
      • Recall overdue by maximum number of days

      The following automated patron blocks are available as of Q2 2020...

      • Maximum outstanding fee/fine balance
      • Maximum number of items charged out
      • Maximum number of lost items

      There are Q2 2020 hotfixes needed for the three automated patron blocks implemented as part of Q2 2020 to work properly...

      The Maximum outstanding fee/fine balance automated patron block will not work properly until hot fixes are released for the following bugs:

      • MODPATBLK-26 - Automated patron block 'Maximum amount of outstanding fees/fines' does not clear after outstanding fees/fines paid
      • MODPATBLK-27 - Blank 'Maximum outstanding fee/fine balance' automated patron block remains when condition removed by library
      • MODPATBLK-29 - 'Maximum outstanding fee/fine balance' automated patron block not going in effect when it should after changing patron's Patron Group
      • MODPATBLK-34 - Limits for 3 implemented automated patron blocks not working properly

      The Maximum number of outstanding lost items automated patron block will not work properly until hot fixes (planned for July) are released for the following bugs:

      • MODPATBLK-34 - Limits for 3 implemented automated patron blocks not working properly
      • MODPATBLK-38 - Automated patron block 'Maximum number of lost items' is not clearing properly - Part 2

      The Maximum number of items charged out automated patron block will not work properly until hot fixes (planned for July) are released for the following bugs:

      • MODPATBLK-34 - Limits for 3 implemented automated patron blocks not working properly

      There is also a user story impacting all automated patron blocks:

      • MODPATBLK-35 - Add diagnostic GET endpoint for UserSummary objects

      TestRail: Results

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            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-8 Exclude claim returned items from automated patron block limits

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-18 Patron Blocks: use calendar to determine loans overdue status

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-52 Do not use calendar for determining overdue blocks

            • TBD - To be determined
            • Closed
            relates to

            New Feature - New feature requests UXPROD-82 Automated Patron Blocks

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CIRC-868 Publish an event when item is claimed returned

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFEE-97 Add loan ID to FEE_FINE_BALANCE_CHANGED event

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-2822 Future Patron Blocks: Add automated patron block to block patrons with items overdue x number of days

            • TBD - To be determined
            • Closed

            Activity

              People

                hollyolepm Holly Mistlebauer
                cboerema Cate Boerema
                Holly Mistlebauer Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
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                  Updated:
                  Resolved:

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