[UXPROD-82] Automated Patron Blocks - FOLIO Issue Tracker

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Type: New Feature
Status: Closed (View Workflow)
Priority: P1
Resolution: Done
Affects Version/s: None
Fix Version/s: Q2 2020
Component/s: Fees/Fines
Labels:

Template:
Potential Workaround:

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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.
Epic Link:
Fees/Fines
Front End Estimate:
Large < 10 days
Front-End Confidence factor:
Medium
Back End Estimate:
XXL < 30 days
Estimation Notes and Assumptions:

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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.

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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:
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

UXPROD-1130 Allow for override of patron blocks

Closed

has to be done after

FOLIO-1953 SPIKE: propose an approach for scheduling tasks in Okapi

Closed

is blocked by

UXPROD-390 CRUD Patron Blocks Limits and Conditions Tables

Closed

UXPROD-2304 CRUD Patron Blocks Limits and Conditions Tables - split from Q1 2020

Closed

is defined by

MODFEE-39 [SPIKE] Choose a module for MODFEE-31 implementation

Closed

MODPATBLK-7 Patron Blocks: Determine if one or more automated blocks exist for patron

Closed

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

Closed

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

Closed

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

Closed

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

Closed

relates to

CIRC-734 Publish circulation events required by mod-patron-blocks

Closed

CIRC-755 Block circulation actions based on automated patron blocks

Closed

MODFEE-53 Publish fee/fine balance change event

Closed

MODFEE-63 Rename event FF_BALANCE_CHANGED

Closed

MODPATBLK-1 [SPIKE] Investigate creating of a new RMB-based module

Closed

MODPATBLK-2 Initial mod-patron-blocks implementation

Closed

MODPATBLK-3 DB schema for automated patron blocks

Closed

MODPATBLK-4 Subscribe to circulation and fee/fine events

Closed

MODPATBLK-5 Handle FEE_FINE_BALANCE_CHANGED events

Closed

MODPATBLK-8 Exclude claim returned items from automated patron block limits

Closed

MODPATBLK-11 Handle ITEM_CHECKED_OUT events

Closed

MODPATBLK-12 Handle ITEM_CHECKED_IN events

Closed

MODPATBLK-13 Handle ITEM_DECLARED_LOST events

Closed

MODPATBLK-14 Handle LOAN_DUE_DATE_CHANGED events

Closed

MODPUBSUB-96 Add permission to send events to mod-patron-blocks

Closed

UXPROD-1281 Future Patron Blocks: Select library to block

Draft

UXPROD-1282 Future Patron Blocks: Allow for the blocking of ILLs

Draft

UXPROD-1283 Future Patron Blocks: Allow for the blocking of electronic resources

Closed

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

Closed

CIRC-868 Publish an event when item is claimed returned

Closed

MODFEE-97 Add loan ID to FEE_FINE_BALANCE_CHANGED event

Closed

MODPATBLK-6 Move patron block conditions and limits functionality to mod-patron-blocks

Closed

MODUSERS-193 Remove patron block conditions and limits functionality

Closed

UXPROD-2547 Automated Patron Blocks (Q3 2020 work split from Q2 2020)

Closed

(5 is defined by , 24 relates to)

Activity

People

Assignee:: Holly Mistlebauer

Reporter:: Cate Boerema

Front End Estimator:: Holly Mistlebauer

Back End Estimator:: Holly Mistlebauer

Votes:: 0 Vote for this issue

Watchers:: 2 Start watching this issue

Dates

Created:: 18/Jan/18 9:45 PM

Updated:: 31/Aug/21 3:15 PM

Resolved:: 20/Jun/20 12:58 AM

Automated Patron Blocks