[UXPROD-4474] Add a User limit for the maximum number of open requests Created: 25/Sep/23  Updated: 29/Dec/23

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: New Feature Priority: TBD
Reporter: Thomas Trutt Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Development Team: None
PO Rank: 0

 Description   

Current situation or problem:

Currently there is no way to limit the number of open requests a user can have, they are unlimited. Because of this a few issues could arise:

  • A single user could flood a service point with a large number of requests. This would impact their ability to fill the requests and/or may not have the room to shelve fulfilled requests.
  • A user that is limited to 20 loans at a time could request more then that limit.

In scope

  • Add a request limit field to Users / Limits
  • Limit the number of open requests based on this field value
  • If the limit field does not have a value no limit should be applied to the User group
  • Allow a staff member to override the limit via the FOLIO interface
    • This should be a separate permission.

Open requests are currently defined as and request status that starts with "Open -" including but not limited to an new request types also starting with "open - ":

  • Open - Awaiting delivery
  • Open - Awaiting pickup
  • Open - In transit
  • Open - Not yet filled

Out of scope

  • Limitations by request type
  • Limitations based on request policy; material type, user group, or loan type. (This would be a separate feature request)

Use case(s)

Scenario 1:

As a librarian I wish to limit the number of open requests an undergrad can have at one time.

 

Scenario 2:

As a staff member i wish to limit the number of requests a library card (non-university user) can have open at one time. Library card holders may only be allowed to have 20 times checked out at time. I wish to limit the number of open requests they can have to 10.

 

Scenario 3:

As a staff member I wish to limit the number of request users may make at the beginning of a semester.  New users have a tendency to make a large number of requests for items they think they may need at the beginning of the semester. I would like to limit the number of open requests each user group may have for the first two weeks of the semester.  I do not want to limit such patron groups as Staff, Faculty and internal library cards. 

 

Scenario 4:

As a staff member i do not wish to limit the number of open requests a user group may have at one time. 

 

Scenario 5:

As a staff member i need to be able to place a request no matter what the user group limit is. As front line staff I require the ability to override a open request limit for a user while helping them. This may be because they where looking for an item in the stack and was not able to find it so i need to initiate a search for them. Our internal workflows requires me to place a request for the item we are searching. 

 

Scenario 6:

As a student supervisor i wish to limit my student employees ability to override a open request limit.  As a service point we wish to have all overrides performed by a staff members and wish to ensure that student employees are not allowed to override an open request limit for a patron. 

 

Proposed solution/stories

  • Add a request limit field to Users / Limits
  • Limit the number of open requests based on this field value
  • If the limit field doe snot have a value no limit should be applied to the User group
  • Allow a staff member to override the limit via the FOLIO interface
    • This should be a separate permission.

Links to additional info

https://folio-org.atlassian.net/wiki/display/RA/2023-09-21+Resource+Access+Meeting+Notes

Questions


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