Details
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New Feature
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Status: Closed (View Workflow)
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P1
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Resolution: Done
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None
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Large < 10 days
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Medium
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XXL < 30 days
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Vega
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97.7
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R1
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R4
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R1
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R1
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R1
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R2
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R4
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R2
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R1
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R1
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R1
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R1
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R5
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R1
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R1
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R1
Description
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
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UXPROD-1130 Allow for override of patron blocks
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- Closed
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- has to be done after
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FOLIO-1953 SPIKE: propose an approach for scheduling tasks in Okapi
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- Closed
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- is blocked by
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UXPROD-390 CRUD Patron Blocks Limits and Conditions Tables
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- Closed
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UXPROD-2304 CRUD Patron Blocks Limits and Conditions Tables - split from Q1 2020
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- Closed
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- is defined by
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MODFEE-39 [SPIKE] Choose a module for MODFEE-31 implementation
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- Closed
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MODPATBLK-7 Patron Blocks: Determine if one or more automated blocks exist for patron
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- Closed
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UICHKOUT-627 Patron Blocks: Is there an automated patron block on borrowing?
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- Closed
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UIREQ-471 Patron Blocks: Is there an automated patron block on requesting?
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- Closed
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UIU-1273 Patron Blocks: Display automated patron block(s) on User Information page
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- Closed
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UIU-1276 Patron Blocks: Is there an automated patron block on renewing?
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- Closed
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- relates to
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CIRC-734 Publish circulation events required by mod-patron-blocks
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- Closed
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CIRC-755 Block circulation actions based on automated patron blocks
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- Closed
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MODFEE-53 Publish fee/fine balance change event
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- Closed
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MODFEE-63 Rename event FF_BALANCE_CHANGED
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- Closed
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MODPATBLK-1 [SPIKE] Investigate creating of a new RMB-based module
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- Closed
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MODPATBLK-2 Initial mod-patron-blocks implementation
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- Closed
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MODPATBLK-3 DB schema for automated patron blocks
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- Closed
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MODPATBLK-4 Subscribe to circulation and fee/fine events
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- Closed
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MODPATBLK-5 Handle FEE_FINE_BALANCE_CHANGED events
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- Closed
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MODPATBLK-8 Exclude claim returned items from automated patron block limits
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- Closed
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MODPATBLK-11 Handle ITEM_CHECKED_OUT events
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- Closed
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MODPATBLK-12 Handle ITEM_CHECKED_IN events
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- Closed
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MODPATBLK-13 Handle ITEM_DECLARED_LOST events
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- Closed
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MODPATBLK-14 Handle LOAN_DUE_DATE_CHANGED events
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- Closed
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MODPUBSUB-96 Add permission to send events to mod-patron-blocks
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- Closed
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UXPROD-1281 Future Patron Blocks: Select library to block
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- Draft
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UXPROD-1282 Future Patron Blocks: Allow for the blocking of ILLs
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- Draft
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UXPROD-1283 Future Patron Blocks: Allow for the blocking of electronic resources
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- Closed
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UXPROD-2822 Future Patron Blocks: Add automated patron block to block patrons with items overdue x number of days
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- Closed
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CIRC-868 Publish an event when item is claimed returned
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- Closed
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MODFEE-97 Add loan ID to FEE_FINE_BALANCE_CHANGED event
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- Closed
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MODPATBLK-6 Move patron block conditions and limits functionality to mod-patron-blocks
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- Closed
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MODUSERS-193 Remove patron block conditions and limits functionality
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- Closed
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UXPROD-2547 Automated Patron Blocks (Q3 2020 work split from Q2 2020)
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- Closed
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