Fees/Fines (UXPROD-792)

[UXPROD-2978] Future Patron Blocks: Create automatic patron block when patron returns overdue item Created: 12/Mar/21  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: Holly Mistlebauer Assignee: Unassigned
Resolution: Unresolved Votes: 1
Labels: Showstopper-Universidad-de-Concepción, Unassigned-from-Holly, feesfines, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File image-2021-03-12-16-55-55-434.png     PNG File image-2021-03-12-16-57-47-180.png     PNG File image-2021-03-12-17-07-42-693.png     PNG File image-2021-03-12-17-08-30-139.png    
Issue links:
Cloners
clones UXPROD-1281 Future Patron Blocks: Select library ... Draft
Potential Workaround: Holly: The only workaround is to set a manual patron block, which cannot be done in large volumes.
Epic Link: Fees/Fines
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5
Rank: Duke (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R5
Rank: U of AL (MVP Oct 2020): R5

 Description   

The Universidad de Concepción has requested that we add an option that allows a library to automatically create a patron block for a patron who returns an overdue item.  This is a common practice in Chile/South America.  There may also be a fine, but blocking the patron from library use offers a better incentive to return items on time.

Doing this will be optional.  Libraries that want to block the patron would simply enter additional information in the Overdue Fine Policy (at Settings=>Users=>Fee/fines).  The policy would be updated to add the "Overdue block" section as shown below...

In addition to selecting what should be blocked (borrowing, renewals, requests) and what message should be displayed, the library will also specify the number of days the patron will be blocked as a multiplier of the days the item was overdue.  For example, if a patron returns an item 4 days late, with the settings above they would be blocked for 12 days (3 multiplied by 4 days late).  All of the "Overdue block" options will be blank when the Overdue Fine Policy is created.  If the user enters a value in one of the "Overdue block" options ("Block actions, "Block patron", "Display description"), all three options will then be required.

The "number of days item overdue" used will be for the item that was overdue the longest.  If a patron returns 2 items today, and one was overdue by 4 days and the other was overdue by 6 days, the "number of days item overdue" will be 6 days.  If the patron returns an overdue item tomorrow that is only 1 days overdue, a new block will not be created.  The original block will remain in place.  If, instead, the patron returns an item tomorrow that is 10 days overdue, the block will be changed to have a new expiration date based on the longer overdue period (10 days instead of 6 days). 

The block created will be considered automated, but unlike other automated patron blocks (which are identified on the fly) an actual record would be created as is done for manual patron blocks.  This is needed because there has to be an expiration date applied.

As part of the Overdue Fine Policy, the new settings would be applied in the Circulation Rules the same way as other policies...

The overdue automated patron block would look like this within User Details...

The overdue automated patron block will display in the same portal as the other blocks...

(For this example, a manual patron block has been created to show the difference between a manual patron block and an automated patron block.  Only the automated patron block would be created for an overdue item.)

This type of patron block will be able to overridden by a user with the correct permissions, as are other patron blocks, but will remain in effect until the expiration date is reached.



 Comments   
Comment by Alexander Soto (Inactive) [ 05/Apr/22 ]

The Universidad Adolfo Ibañez has requested to add an option that allows a library to automatically create a patron block for a patron who returns an overdue item.

the patron block policies used are:

1 overdue day = 1 block business  day (open day)

2 overdue days = 2 block business days (open days)

3 overdue days = 3 block business days (open days)

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