Fees/Fines (UXPROD-792)

[UXPROD-2250] Future Item Blocks: Loan Limit Group for Loan Policy based Automated Item Blocks Created: 05/Feb/20  Updated: 06/Dec/22

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

Type: New Feature Priority: TBD
Reporter: Julian Ladisch Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: Unassigned-from-Holly, feesfines, loan_rules_policies, resourceaccess, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-2149 Future Item Blocks: Implement Loan Li... Closed
Epic Link: Fees/Fines
Front End Estimate: Medium < 5 days
Front End Estimator: Julian Ladisch
Front-End Confidence factor: High
Back End Estimate: Large < 10 days
Back End Estimator: Julian Ladisch
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 10
PO Rank: 0
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R2
Rank: hbz (TBD): R2
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R2

 Description   

This is an alternative solution to the Loan Limit Policy described in UXPROD-2149--UXPROD-2250 is the preferred solution from a usability and processing time perspective.

Each loan policy is a bucket for limiting the number of items a patron can loan using that loan policy.
If the loan policy has no item limit any patron can loan any number of items using that loan policy.
If the loan policy has an item limit number any attempt to check out an additional item using that loan policy is blocked if the patron already has that number of items on loan. Example: Book loan policy has "item limit = 100". If patron has 99 books on loan using book loan policy the patron can loan one more book using book loan policy, but no a second that were the 101st book.
The loan policy can have a loan limit group instead of a item limit number. The loan limit group consists of a list of loan policies and an item limit number. The loan limit group is a joint item limit bucket for that list of loan policies.
Example: DVD-Loan-Policy allows a 3 day loan and CD-Loan-Policy allows a 7 day loan. Both loan policies have DVD-CD-Loan-Limit-Group instead of an item limit number. The DVD-CD-Loan-Limit-Group has an item limit of 5. The bucket contains the sum of the loans for the DVD-Loan-Policy and the CD-Loan-Policy of the patron. The number of items in the bucket must no exceed 5, check-out will block any DVD and any CD that will exceed this limit.

Comparison to Loan Limit Policy solution

Advantages
This solution adds loan limits to the loan policy. The main advantage is that no additions to the circulation rules are needed. The list of policies in each rule line of the circulation rules has already became long and usability will decrease further if adding loan limit policy.

It does not make sense to split off item limit from loan policy into a separate item limit policy if loan policy and item limit are highly correlated.

Disadvantages
If one loan policy contains items that require different item limit buckets the loan policy must be split into several loan policies that differ by item limit only.
You cannot see the item limit when looking at the circulation rules (unless you know the item limit when reading the loan policy name).

Remarks
This solution can handle all cases that item limit policies can handle: The final result at check-out is the same, the performance is the same. The solutions only differ in the settings area.
The development effort needed for this solution and for UXPROD-2149 Closed is the same.


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