Fees/Fines (UXPROD-792)

[UXPROD-1591] Automated Item Blocks Created: 15/Mar/19  Updated: 31/Aug/21  Resolved: 16/Dec/19

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: Q4 2019
Parent: Fees/Fines

Type: New Feature Priority: P1
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Done Votes: 0
Labels: cap-mvp, feesfines, loan_rules_policies, po-mvp, q4-2019-at-risk, resourceaccess, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks UXPROD-2127 Allow for override of item blocks Closed
blocks CIRC-750 Exclude claim returned items from ite... Closed
Defines
is defined by UICIRC-390 Add Item Limit to Loan Policy Closed
Duplicate
is duplicated by UXPROD-2058 Add maximum number allowed to borrow ... Closed
Relates
relates to UXPROD-2199 Automated Item Blocks - Split from Q4... Closed
Requires
requires CIRCSTORE-170 Add Item Limit to Loan Policy Closed
Potential Workaround: Holly: Loan policies indicate how many DVDs an undergrad can check out, or how many reserve items a grad student can have at one time. Item blocks enforce these policies. Unlike Blanket Blocks, Item Blocks have a reasonable workaround except to not enforce Item Limits. (An unreasonable workaround would be for the person at the circ desk to look up everything the patron has checked out, requested, recalled, etc. before taking action.)
Epic Link: Fees/Fines
Front End Estimate: Large < 10 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Holly Mistlebauer
Estimation Notes and Assumptions: Holly will ask Vega to confirm estimates.
Development Team: Vega
PO Rank: 96
PO Ranking Note: This is actually a Circulation/Loan feature and should be moved from Fees/Fines.
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): R2
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Updated 8/21/2019: It looks like Loan Policies does not already include this information, which means I will need to add it. I will also need to create an override. This will be more work than originally anticipated.

We originally had one JIRA feature ( UXPROD-82 Closed ) 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 Closed ) to determine criteria for blocking, it makes more sense to separate the two types of automated blocks. Both types of blocks have been documented by each FOLIO institution at https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing. Here are examples of Item Blocks:

Maximum number of items borrowed for patron group and loan type (e.g. reserve)
Maximum number of items borrowed for patron group and material type (e.g. DVD)
Maximum number of items borrowed for loan type (e.g. reserve)
Maximum number of items borrowed for material type (e.g. DVD)

The result is that borrowing of that "type" is not allowed until you return something of that "type." For example: if you have 5 DVDs checked out and you want to check out 1 more, you need to return one of the other 5 DVDs before you can check out this new one.

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 Closed .



 Comments   
Comment by Anya [ 29/Mar/19 ]

Comment from the March Meeting : UA is unsure needs to talk locally to change it - patty.wanninger

Comment by Holly Mistlebauer [ 26/Jul/19 ]

Emma Boettcher, I reassigned this feature to you because I believe that is what was decided. If not, please let me know. Thanks much!

Comment by Emma Boettcher [ 26/Jul/19 ]

Holly Mistlebauer I don't think that was decided, but I don't know if Cate Boerema asked anyone else about handling it.

Comment by Cate Boerema (Inactive) [ 30/Jul/19 ]

I'll take it - it seems no one else has bandwidth Nevermind. Holly has kindly agreed to keep it for now.

Comment by Khalilah Gambrell [ 08/Oct/19 ]

Holly Mistlebauer, are there user stories tied to this feature that the Vega team can review?

Comment by Holly Mistlebauer [ 08/Oct/19 ]

Khalilah Gambrell: I use the "is defined by" link to tie the user stories to the feature. There is the one user story linked as "is defined by" above, which is UIU-1169 (Implement automatic item blocks). And if you look at UXPROD-2058 Closed (Add maximum number allowed to borrow to circulation rules (was CRUD Item Blocks Limits Table)), which is blocking this feature, it "is defined by" these three user stories:

  • UIU-1245: CRUD Loan Limit Policies
  • CIRC-493: Back end work for UICIRC-352: Include loan limit policy in circulation rules syntax
  • UICIRC-352: Circ Rules Editor - Add new loan limit policy type to policy menu

The user stories have to be worked on in this order...

  1. UIU-1245: CRUD Loan Limit Policies
  2. CIRC-493: Back end work for UICIRC-352: Include loan limit policy in circulation rules syntax
  3. UICIRC-352: Circ Rules Editor - Add new loan limit policy type to policy menu
  4. UIU-1169: Implement automatic item blocks

I just finished UIU-1245 Draft yesterday (I was waiting for designs). UNAM has just now started working on UIU-1245 Draft . When they are done, Concorde is supposed to work on CIRC-493 Draft then UICIRC-352 Draft . After that, UNAM will complete UICIRC-391 Closed .

How does Vega fit into the mix?

Thanks,
Holly

Comment by Khalilah Gambrell [ 08/Oct/19 ]

Holly Mistlebauer, Vega is assigned this feature. Should this feature be assigned to another team? Or if this feature remains assigned to Vega, then should this feature be blocked due to dependencies?

Comment by Holly Mistlebauer [ 09/Oct/19 ]

Khalilah Gambrell, I didn't know that. I was asked to be the PO because Emma was too busy. I just assumed that my team (UNAM) would also work on the feature. No one mentioned that another dev team would take it on. My team is really behind on MVP features, so I am fine with Vega taking this one. I just wish I had known earlier. Should my UIU-1245 Draft and UICIRC-391 Closed features actually be in a different project? Maybe UICHKOUT?
Thanks,
Holly

Comment by Holly Mistlebauer [ 09/Oct/19 ]

Khalilah Gambrell, does this mean Vega is taking over UXPROD-2058 Closed too? This is the policy part of the item block feature and must be done before UXPROD-1591 Closed . As I mentioned, the work must be done in this order...

UXPROD-2058: UIU-1245: CRUD Loan Limit Policies
UXPROD-2058: CIRC-493: Back end work for UICIRC-352: Include loan limit policy in circulation rules syntax (assigned to Concorde)
UXPROD-2058: UICIRC-352: Circ Rules Editor - Add new loan limit policy type to policy menu (assigned to Concorde)
UXPROD-1591: UIU-1169: Implement automatic item blocks

Comment by Cate Boerema (Inactive) [ 09/Oct/19 ]

does this mean Vega is taking over UXPROD-2058 Closed too? This is the policy part of the item block feature and must be done before UXPROD-1591 Closed . As I mentioned, the work must be done in this order...

Holly Mistlebauer, this feature was always assigned to Vega in the cap plan and in JIRA. I'm sorry if that wasn't clear - it seemed like an okay feature to assign outside of UNAM since, as you have pointed out many times, it doesn't really have to do with Fee/fines.

I just checked the cap plan and this other feature you are talking about UXPROD-2058 Closed is not even in there. I guess you must have created it after we last updated the cap plan and distributed the work.

If it is really a necessary part of Automated item blocks, I don't see why it needs to be a separate feature at all, especially if both are targeted for Q4. I'd be in favor of just moving the stories from that into this one and assigning the whole thing to Vega. Thoughts Holly Mistlebauer and Khalilah Gambrell?

Comment by Holly Mistlebauer [ 09/Oct/19 ]

Khalilah Gambrell, does this mean Vega is taking over UXPROD-2058 Closed too? This is the policy part of the item block feature and must be done before UXPROD-1591 Closed . As I mentioned, the work must be done in this order...

UXPROD-2058: UIU-1245: CRUD Loan Limit Policies
UXPROD-2058: CIRC-493: Back end work for UICIRC-352: Include loan limit policy in circulation rules syntax (assigned to Concorde)
UXPROD-2058: UICIRC-352: Circ Rules Editor - Add new loan limit policy type to policy menu (assigned to Concorde)
UXPROD-1591: UIU-1169: Implement automatic item blocks

Comment by Holly Mistlebauer [ 09/Oct/19 ]

Khalilah Gambrell: UXPROD-2058 Closed wasn't thought of until more recently. I thought the Loan Policy already contained the limits. I made this a separate feature thinking that it might get done in one quarter and UXPROD-1591 Closed in another. I am happy to merge them together. I will do that now and then both UICIRC-391 Closed and UIU-1245 Draft will be assigned to Vega. Thanks! This is very helpful for UNAM.

Comment by Holly Mistlebauer [ 11/Oct/19 ]

Cate Boerema: I must have just forgotten that Vega was assigned as the dev team. I didn't think I should be the PO for this, but I just assumed that anything I am the PO on goes to UNAM. Sorry for my confusion. I have been really churning out user stories the last two weeks so I am in a bit of a fog. All of UNAM's MVP features are blocked, so I think I was just happy that they could start on something. Anyway...
UXPROD-2058 Closed was a new feature. I created it because the Loan Policy did not contain the limits that are needed to enforce item blocks. I thought it would. Per Khalilah's recommendation I merged UXPROD-2058 Closed with this feature ( UXPROD-1591 Closed ). I did not change the estimates. Vega should probably do that. I am not sure what my role is as a PO who created user stories for another team. Is my work over, except to answer questions? Do I need to do acceptance testing? Thanks!
P.S. I am very happy that Vega is doing this work. UNAM has more than enough work to do for Q4.

Comment by Cate Boerema (Inactive) [ 11/Oct/19 ]

>what my role is as a PO who created user stories for another team

Usually you need to present the stories at grooming and be available to answer questions as they arise during development. You also do the testing when the features are complete. The only difference is the development team. Your work stays the same.

Comment by Holly Mistlebauer [ 11/Oct/19 ]

Khalilah Gambrell: I added a new user story related to item blocks. It's CIRC-507 Draft . I discovered a few days ago that we need to do this work so that the loan limit is actually accessed and used at checkout. Also, there is another feature to add overrides to patron blocks and item blocks ( UXPROD-1130 Closed ). We have been waiting for the devs to tell us how best to do this for quite some time. This is an MVP feature so I need to follow up on this ASAP. Thanks!
UPDATE: I took Item Blocks out of UXPROD-1130 Closed and made a new feature called UXPROD-2127 Closed Allow for override of item blocks.

Comment by Holly Mistlebauer [ 16/Dec/19 ]

For Q4 2019, UICIRC-390 Closed was completed. The remainder of the work for this feature was moved to a split feature UXPROD-2199 Closed (Automated Item Blocks - Split from Q4).

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