Fees/Fines (UXPROD-792)

[UXPROD-1130] Allow for override of patron blocks Created: 20/Sep/18  Updated: 31/Aug/21  Resolved: 23/Feb/21

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: None
Parent: Fees/Fines

Type: New Feature Priority: P1
Reporter: Holly Mistlebauer Assignee: Darcy Branchini
Resolution: Duplicate Votes: 0
Labels: Showstopper-5Colleges, Showstopper-Chicago, Showstopper-Cornell, Showstopper-TAMU, cap-mvp, feesfines, po-mvp, r1-2021-at-risk, r1-highlight, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by UXPROD-82 Automated Patron Blocks Closed
Defines
is defined by UIU-2025 Create user permission 'User: Can ove... Closed
is defined by CIRC-1041 Create a design document for patron b... Closed
is defined by CIRC-1064 Remove override-check-out-by-barcode ... Closed
Relates
relates to UXPROD-2127 Allow for override of item blocks Closed
relates to UXPROD-2746 Check Out: override patron blocks, ex... Closed
relates to UXPROD-2809 Request staff notes: Capture staff no... Draft
relates to CIRC-882 SPIKE: Decide on escalating permissio... Closed
relates to UXPROD-2909 Override at check out for patron and ... Closed
relates to UXPROD-2910 Override of request for patron blocks Closed
relates to UXPROD-2911 Override at renewal for patron and it... Closed
relates to UXPROD-2645 Permission escalation for override Draft
Potential Workaround: Holly: The best solution, of course, is to resolve the reason for the patron block. The workaround for a manual patron block is to delete the patron's manual patron block, complete the blocked action, then re-enter the manual patron block. The workaround for an automated patron block is to temporarily change the Patron Group's 'Limit' at Settings>Users>Patron blocks: Limits to be lower than what the patron has (or to be blank), complete the blocked action, then re-enter the correct 'Limit' for the Patron Group. The workarounds will require that circ supervisors have additional permissions that they might not normally have. Libraries may also want to consider not having limits for faculty (and other patron groups that normally have their blocks overridden) until this override feature is available.
Epic Link: Fees/Fines
Front End Estimate: Large < 10 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Low
Back End Estimate: Jumbo: > 45 days
Back End Estimator: Holly Mistlebauer
Development Team: Vega
PO Rank: 94
PO Ranking Note: This will be done after automated patron blocks (UXPROD-82) has been completed.
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): R1
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R1
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: St. Michael's College (Sum 2021): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1
Score: 1
Showstopper for Summer 2021 Implementers?: Yes
Showstopper Comments from Summer 2021 Implementers: [Steven from Five Colleges: Five College Showstopper. Important for resolving patron issues especially with blocks across institutions] [Response from Holly: Steven Bischof: Will the workaround described above (see 'Potential Workaround') not work for Five Colleges?] [Debra from Cornell: Showstopper for Cornell. Workaround does not work for Cornell. Patron blocks are one of our most effective means of preventing people from abusing our services. In a fine-less environment (like the one we’ve been operating in since March), they are also our most effective means of compelling people to return materials. There are always exceptions, though, such as the faculty member or student who is blocked for a legitimate reason (say because they have reached the maximum number of checked out items allowed), but is unable to resolve the situation immediately (perhaps they are on their way out of town for an important conference) and still needs something in the meantime (maybe a book that they are using in their presentation). Overrides are an essential tool for resolving these situations. Without them we might need to significantly scale back our use of blocks because the workarounds described in this feature are extremely impractical compared to the simplicity of an override (because they require too much time and specialized training to be broadly useful in a circ desk context).] [Tod from Chicago: Showstopper for us, basically for the same reasons as Cornell. Furthermore, if the Claimed Returned work is not completed, we will have more cases of blocks that we need to override.][John from TAMU: Showstopper for us and would echo what Debra from Cornell said]
Showstopper December 11 Meeting Summary: This feature needs to be completed 2-4 weeks before go-live for the institutions that have named this as a 'showstopper', except for Chicago which has asked for 1 month. There will be more of a need to override patron blocks due to claimed returned not being fully implemented yet (2 features are 'at risk'). Also, the workaround takes time and would require that more staff have permission to update the fee/fine settings, which could cause errors.
Showstopper Capacity Planning Team Recommendation: The Capacity Planning Team recommended to the FOLIO Product Council that the Iris release date be extended to May 3 (from March 1) so that all of the at-risk 'showstopper' features could be completed and released before the July implementations. (Slide deck presented to PC: https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)
Showstopper FOLIO Product Council Decision: FOLIO Product Council compromised and allowed the Iris release to be delayed by one month, to April 5. Due to the size of the t-shirt estimate for this feature, it is not likely to be completed as part of the Iris release. Darcy (the PO) believes that this feature will end up being split, with some of the work released in Iris and some later. The Capacity Planning Team will be meeting to discuss how/when the split part of this feature will be delivered to the libraries needing it before implementation.

 Description   

Darcy is the Product Owner of this feature effective December 4, 2020.

Allows for staff member with certain rights to override a patron block.

(Note from Holly: On October 15, 2019 the overriding of item blocks was removed from this feature and a separate feature ( UXPROD-2127 Closed ) was created.)



 Comments   
Comment by Cate Boerema (Inactive) [ 17/Dec/19 ]

Holly Mistlebauer I think this is blocked by at least a couple features. Can you please link up the dependencies?

Comment by Holly Mistlebauer [ 13/Jun/20 ]

This feature is not blocked by anything at this time.

Comment by Holly Mistlebauer [ 04/Dec/20 ]

Overriding item blocks has a higher priority, so we will work on that first.

Comment by Steve Bischof [ 09/Dec/20 ]

Five College Showstopper. Important for resolving patron issues especially with blocks across institutions

Comment by Holly Mistlebauer [ 09/Dec/20 ]

Steve Bischof: Will the workaround described above (see 'Potential Workaround') not work for Five Colleges?

Comment by Debra Howell [ 10/Dec/20 ]

Showstopper for Cornell. Workaround does not work for Cornell. Patron blocks are one of our most effective means of preventing people from abusing our services. In a fine-less environment (like the one we’ve been operating in since March), they are also our most effective means of compelling people to return materials. There are always exceptions, though, such as the faculty member or student who is blocked for a legitimate reason (say because they have reached the maximum number of checked out items allowed), but is unable to resolve the situation immediately (perhaps they are on their way out of town for an important conference) and still needs something in the meantime (maybe a book that they are using in their presentation). Overrides are an essential tool for resolving these situations. Without them we might need to significantly scale back our use of blocks because the workarounds described in this feature are extremely impractical compared to the simplicity of an override (because they require too much time and specialized training to be broadly useful in a circ desk context).

Comment by Tod Olson [ 10/Dec/20 ]

Chicago - Showstopper for us, basically for the same reasons as Cornell. Furthermore, if the Claimed Returned work is not completed, we will have more cases of blocks that we need to override.

Comment by Darcy Branchini [ 23/Feb/21 ]

Note that the way overrides for blocks are being developed, it made more sense to split these by user function – check out/borrow, request or renewal - instead of type of block - patron or item block. Please see UXPROD-2909 Closed , UXPROD-2910 Closed , UXPROD-2911 Closed for those features. We needed to re-align the stories to properly capture development metrics.

Comment by Darcy Branchini [ 23/Feb/21 ]

See note above. On track to be complete in R1 2021.

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