Fees/Fines (UXPROD-792)

[UXPROD-390] CRUD Patron Blocks Limits and Conditions Tables Created: 21/Mar/18  Updated: 31/Aug/21  Resolved: 18/Mar/20

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: Q1 2020
Parent: Fees/Fines

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

Attachments: Zip Archive PB Settings Options Considered.zip    
Issue links:
Blocks
blocks UXPROD-82 Automated Patron Blocks Closed
Cloners
is cloned by UXPROD-2304 CRUD Patron Blocks Limits and Condit... Closed
Defines
is defined by MODUSERS-174 BE: (3-APB-A) Create Patron Blocks Co... Closed
is defined by MODUSERS-175 BE: (3-APB-?) Create Patron Blocks Li... Closed
is defined by MODUSERS-176 BE: (3-APB-A) Create Patron Blocks Co... Closed
is defined by MODUSERS-177 BE: (3-APB-?) Create Patron Blocks Li... Closed
is defined by MODUSERS-178 BE: (3-APB-B) Maintain Patron Blocks ... Closed
is defined by MODUSERS-180 BE: (3-APB-B) Maintain Patron Blocks ... Closed
is defined by MODUSERS-181 BE: (3-APB-B) Maintain Patron Blocks ... Closed
is defined by UX-337 UX: Two new Patron Blocks tables need... Closed
Potential Workaround: Holly: Settings of some sort are needed if we are to have automated blanket patron blocks (UXPROD-82). We could start out small and expand later.
Epic Link: Fees/Fines
Front End Estimate: Large < 10 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Medium
Back End Estimate: XL < 15 days
Back End Estimator: Holly Mistlebauer
Development Team: Vega
PO Rank: 97.9
PO Ranking Note: These tables are only used by automated patron blocks, so I changed the ranking to be just before UXPROD-82 (Automated Patron Blocks).
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): R4
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): 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: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

On March 6, 2020 feature UXPROD-390 Closed was split to create UXPROD-2304 Closed for the work that was not completed in Q1 2020.

On July 12, 2019 this feature was renamed from Patron Groups Limits Table.

These tables will allow the institutions to specify maximums for each patron group before a block will go into effect and to specify what will be blocked if the maximum is reached.

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

Overview of JIRA issues: https://drive.google.com/file/d/1D9tZE-EgTZYRV28Wc2ghpfHIdnqBwpr2/view?usp=sharing



 Comments   
Comment by Anya [ 29/Mar/19 ]

Comment from the March Meeting : if this is about blocking it is not needed for golive – What is Patron Groups limits is the Fees and Fines that have to do with money is higher than others. MOST important maximum fee/fines balanced for Alabama

Comment by Holly Mistlebauer [ 20/Dec/19 ]

We considered other possible options for the settings, which I have attached in the zipped folder PB Settings Options Considered.zip for historical purposes.

Comment by Khalilah Gambrell [ 02/Jan/20 ]

Changing to Vega. cc: Holly Mistlebauer and Tetyana Afanasyeva

Comment by Holly Mistlebauer [ 03/Jan/20 ]

Khalilah Gambrell and Tetyana Afanasyeva: I have changed the 3 user stories to Vega as well.

Comment by Julian Ladisch [ 04/Feb/20 ]

Access to https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing is blocked. Can you lift the block? Thanks!

Comment by Holly Mistlebauer [ 04/Feb/20 ]

Julian Ladisch: Sorry about that! Access should be working again...

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