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  1. UX Product
  2. UXPROD-82

Automated Patron Blocks

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    • Potential Workaround:
      Hide
      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.
      Show
      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.
    • Epic Link:
    • Front End Estimate:
      Large < 10 days
    • Back End Estimate:
      XXL < 30 days
    • Confidence factor:
      Medium
    • Estimation Notes and Assumptions:
      Hide
      The estimate on this feature was very low prior to October 1, 2019, but was raised after it was discussed in detail with the RA SIG.
      Show
      The estimate on this feature was very low prior to October 1, 2019, but was raised after it was discussed in detail with the RA SIG.
    • Development Team:
      Vega
    • Calculated Total Rank:
      122
    • PO Rank:
      97.7
    • 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):
      R4
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Feature Split on June 19, 2020

      Feature UXPROD-2547 was split from UXPROD-82 because two automated patron blocks 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

      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. Item Blocks are now covered by UXPROD-1591.

      The Patron Group Limits Table (UXPROD-39)0 will be used to identify criteria institution wants to use in determining who to block and from what. The limits needed by each FOLIO institution have been recorded at https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing. The attached document Patron Blocks Mockups.pdf includes what was beings considered the last time the Product Owner/Resource Access SIG discussed Patron Blocks, which was quite some time ago.

      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.

        TestRail: Results

          Attachments

            Issue Links

            blocks

            New Feature - New feature requests UXPROD-1130 Allow for override of patron blocks

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed
            has to be done after

            Task - A task that needs to be done. FOLIO-1953 SPIKE: propose an approach for scheduling tasks in Okapi

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

            New Feature - New feature requests UXPROD-390 CRUD Patron Blocks Limits and Conditions Tables

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

            New Feature - New feature requests UXPROD-2304 CRUD Patron Blocks Limits and Conditions Tables - split from Q1 2020

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

            Task - A task that needs to be done. MODFEE-39 [SPIKE] Choose a module for MODFEE-31 implementation

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-7 Patron Blocks: Determine if one or more automated blocks exist for patron

            • 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. UICHKOUT-627 Patron Blocks: Is there an automated patron block on borrowing?

            • 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. UIREQ-471 Patron Blocks: Is there an automated patron block on requesting?

            • 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. UIU-1273 Patron Blocks: Display automated patron block(s) on User Information page

            • 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. UIU-1276 Patron Blocks: Is there an automated patron block on renewing?

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CIRC-734 Publish circulation events required by mod-patron-blocks

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CIRC-755 Block circulation actions based on automated patron blocks

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFEE-53 Publish fee/fine balance change event

            • TBD - To be determined
            • Closed

            Task - A task that needs to be done. MODFEE-63 Rename event FF_BALANCE_CHANGED

            • TBD - To be determined
            • Closed

            Task - A task that needs to be done. MODPATBLK-1 [SPIKE] Investigate creating of a new RMB-based module

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-2 Initial mod-patron-blocks implementation

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-3 DB schema for automated patron blocks

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-4 Subscribe to circulation and fee/fine events

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-5 Handle FEE_FINE_BALANCE_CHANGED events

            • TBD - To be determined
            • Closed

            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-11 Handle ITEM_CHECKED_OUT events

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-12 Handle ITEM_CHECKED_IN events

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-13 Handle ITEM_DECLARED_LOST events

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-14 Handle LOAN_DUE_DATE_CHANGED events

            • TBD - To be determined
            • Closed

            Task - A task that needs to be done. MODPUBSUB-96 Add permission to send events to mod-patron-blocks

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-1281 Future Patron Blocks: Select library to block

            • TBD - To be determined
            • Open

            New Feature - New feature requests UXPROD-1282 Future Patron Blocks: Allow for the blocking of ILLs

            • TBD - To be determined
            • Open

            New Feature - New feature requests UXPROD-1283 Future Patron Blocks: Allow for the blocking of electronic resources

            • TBD - To be determined
            • Open

            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
            • Open

            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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATBLK-6 Move patron block conditions and limits functionality to mod-patron-blocks

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODUSERS-193 Remove patron block conditions and limits functionality

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-2547 Automated Patron Blocks (Q3 2020 work split from Q2 2020)

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

              Activity

                People

                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                cboerema Cate Boerema
                Front End Estimator:
                Holly Mistlebauer Holly Mistlebauer
                Back End Estimator:
                Holly Mistlebauer Holly Mistlebauer
                Votes:
                0 Vote for this issue
                Watchers:
                2 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

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