Fees/Fines (UXPROD-792)

[UXPROD-2058] Add maximum number allowed to borrow to circulation rules (was CRUD Item Blocks Limits Table) Created: 20/Sep/19  Updated: 31/Aug/21  Resolved: 09/Oct/19

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

Type: New Feature Priority: TBD
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Duplicate Votes: 0
Labels: cap-mvp, feesfines, po-mvp, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: JPEG File CircRulesExample.jpg    
Issue links:
Duplicate
duplicates UXPROD-1591 Automated Item Blocks Closed
duplicates UXPROD-2199 Automated Item Blocks - Split from Q4... Closed
duplicates UXPROD-2149 Future Item Blocks: Implement Loan Li... Closed
Potential Workaround: Holly: Settings of some sort are needed if we are to have automated item blocks (UXPROD-1591). We could start out small and expand later.
Epic Link: Fees/Fines
Front End Estimator: Holly Mistlebauer
Back End Estimator: Holly Mistlebauer
Rank: Duke (Full Sum 2021): R1

 Description   

This feature was merged with UXPROD-1591 Closed Automated Item Blocks on October 9, 2019

This feature was added on September 20 after PO discovered the limits were not part of the Loan Policy already

This table will allow the institution to specify maximums for each patron group, material type, etc. before a block will go into effect.

A working table of requirements for the various FOLIO institutions is available at https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing.

Update by Holly on September 26, 2019:
After spending some time figuring out Circulation Rules, it looks like we could add simply add a limit there. We could have something called "Loan Limit Policy" that simply contains the maximum number or we could perhaps put the maximum number right in the Circulation Rules. Either way, we don't need a table.



 Comments   
Comment by Holly Mistlebauer [ 22/Sep/19 ]

Holly updated the Cap Plan Rank to match what is in the Capacity Plan.

Comment by Erin Nettifee [ 26/Sep/19 ]

Hi Holly - looking at the comment about using circ rules - I'm wondering if you know yet how that might work?

Would the loan limit policy be by item type, or group?

My concern is that implementing it in the rules makes them even more complicated - especially if you are using lots of criteria. On the other hand, I'm not sure it really means adding more lines of rules.

Comment by Holly Mistlebauer [ 26/Sep/19 ]

I can't believe someone has already read my notes on this! Great! It would be by whatever the library wants it to be by. I plan on presenting this to the RA SIG on Monday assuming Andrea fits me on the agenda. I believe I am next. I have two other options as well. Will you be at that meeting?

Comment by Erin Nettifee [ 26/Sep/19 ]

I watch too many Jiras, Holly Mistlebauer. I should be at the call on Monday.

Comment by Erin Nettifee [ 01/Oct/19 ]

Holly, I'd specifically spec this as maximum number of items to borrow, since I think "amount allowed" will make most circ staff think of fines/fees. #mytwocents

Comment by Holly Mistlebauer [ 01/Oct/19 ]

Erin Nettifee: Luckily I only refer to "amount" in the UXPROD title. Thanks!

Comment by Holly Mistlebauer [ 09/Oct/19 ]

This feature was merged with UXPROD-1591 Automated Item Blocks per KG.

Comment by Holly Mistlebauer [ 09/Oct/19 ]

Reopened to change status from misleading "Won't do" to "Duplicate." The feature has been merged with UXPROD-1591 Automated Item Blocks.

Comment by Cheryl Malmborg [ 30/Oct/19 ]

There is a use case i am not sure is covered.
A patron group may have a limit on the number of loans regardless of any other criteria such as location, material type or loan type. In addition, there may also be a limit on the number of items by some item criteria (location,material type,loan type).

For example, a patron group has a limit of 25 items of any type. A loan type has a limit of 2 items of that type. The circulation rules have to support logic that looks at both the patron group limit and item based limit for the loan transaction.

I think that means we potentially have to add both a patron group limit and an item limit to the circ rules.

Comment by Holly Mistlebauer [ 31/Oct/19 ]

Cheryl Malmborg: I believe the use cases you are describing are covered by either the Automated Item Blocks or the Automated Patron Blocks.

If you look at the table at https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing you will see that the RA SIG members identified 5 types of item blocks (see blue hi-lighting). The way that item blocks are defined, the 5 types are implementable. If there is a limit of 10 DVDs per patron, regardless of Patron Group, but there are multiple DVD Circ Rules because of differences in Loan policy, Notice Policy, Request Policy, Overdue Fee policy and/or Lost Item Fee policy, the Loan Limit policy would have to be repeated. For example:

If there is limit by Patron Group only, say undergrads are allowed to check out a maximum of 100 items of any type, this is handled via Automated Patron Blocks rather than Automated Item Blocks. The items hi-lited in pink/purple at https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing are the Automated Patron Blocks.

Only the blue and pink/purple hi-lighted use cases are in the MVP. If use cases are missing from the spreadsheet, we should discuss them at the RA SIG and add them to the spreadsheet.

Thanks much!

Comment by Cheryl Malmborg [ 01/Nov/19 ]

Holly,

Thanks for the clarification. I was misinterpreting the jira. I thought it was superseding the patron and item block tables concept.
I think the requirements of my use case are met. The rules will be interpreted by the code accessing any patron group limits based on the patron group and also apply any item limits based on the Item Block Table.

Can I suggest that the instead of "loan-max", "Item limits" be used to describe this criteria? When I first looked at the example "loan-max"
implied maximum number of any loans.

Cheryl

Comment by Holly Mistlebauer [ 04/Nov/19 ]

Cheryl Malmborg: loan-max-10 is just what I decided to name the policy when I set it up. An institution can name the Loan Limit Policy whatever they want. I could have just as easily called it item-limit-10 or max-items-10 or whatever.

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