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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
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        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-1130] Allow for override of patron blocks</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-1130</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Darcy is the Product Owner of this feature effective December 4, 2020.&lt;/p&gt;

&lt;p&gt;Allows for staff member with certain rights to override a patron block.&lt;/p&gt;

&lt;p&gt;(Note from Holly:  On October 15, 2019 the overriding of item blocks was removed from this feature and a separate feature (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2127&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2127&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Allow for override of item blocks&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2127
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
) was created.)&lt;/p&gt;</description>
                <environment></environment>
        <key id="10800">UXPROD-1130</key>
            <summary>Allow for override of patron blocks</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13654">UXPROD-792</parent>
                                    <priority id="10000" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p1.svg">P1</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10001">Duplicate</resolution>
                                                        <assignee accountid="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a">Darcy Branchini</assignee>
                                                                <reporter accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</reporter>
                                    <labels>
                            <label>Showstopper-5Colleges</label>
                            <label>Showstopper-Chicago</label>
                            <label>Showstopper-Cornell</label>
                            <label>Showstopper-TAMU</label>
                            <label>cap-mvp</label>
                            <label>feesfines</label>
                            <label>po-mvp</label>
                            <label>r1-2021-at-risk</label>
                            <label>r1-highlight</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Thu, 20 Sep 2018 23:28:13 +0000</created>
                <updated>Tue, 31 Aug 2021 15:15:41 +0000</updated>
                            <resolved>Tue, 23 Feb 2021 16:17:49 +0000</resolved>
                                                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>8</watches>
                                                                <comments>
                                                            <comment id="13327" author="5af5ed55244bc90a106063c7" created="Tue, 17 Dec 2019 11:54:05 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aa957226f-df85-4fc8-97f4-8b27a26029ed&quot; class=&quot;user-hover&quot; rel=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; data-account-id=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; accountid=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; rel=&quot;noreferrer&quot;&gt;Holly Mistlebauer&lt;/a&gt; I think this is blocked by at least a couple features.  Can you please link up the dependencies?&lt;/p&gt;</comment>
                                                            <comment id="13329" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Sat, 13 Jun 2020 01:21:04 +0000"  >&lt;p&gt;This feature is not blocked by anything at this time.&lt;/p&gt;</comment>
                                                            <comment id="13331" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Fri, 4 Dec 2020 18:42:59 +0000"  >&lt;p&gt;Overriding item blocks has a higher priority, so we will work on that first.  &lt;/p&gt;</comment>
                                                            <comment id="13333" author="70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8" created="Wed, 9 Dec 2020 19:53:15 +0000"  >&lt;p&gt;Five College Showstopper.   Important for resolving patron issues especially with blocks across institutions&lt;/p&gt;</comment>
                                                            <comment id="13334" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 9 Dec 2020 22:30:48 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Aa31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; class=&quot;user-hover&quot; rel=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; data-account-id=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; accountid=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; rel=&quot;noreferrer&quot;&gt;Steve Bischof&lt;/a&gt;:  Will the workaround described above (see &apos;Potential Workaround&apos;) not work for Five Colleges?&lt;/p&gt;</comment>
                                                            <comment id="13336" author="557058:1f093336-57f7-4359-9b28-6e72640645af" created="Thu, 10 Dec 2020 14:52:05 +0000"  >&lt;p&gt;Showstopper for Cornell. Workaround does not work for Cornell. Patron blocks are one of our most effective means of preventing people from abusing our services. In a fine-less environment (like the one we&#8217;ve been operating in since March), they are also our most effective means of compelling people to return materials. There are always exceptions, though, such as the faculty member or student who is blocked for a legitimate reason (say because they have reached the maximum number of checked out items allowed), but is unable to resolve the situation immediately (perhaps they are on their way out of town for an important conference) and still needs something in the meantime (maybe a book that they are using in their presentation). Overrides are an essential tool for resolving these situations. Without them we might need to significantly scale back our use of blocks because the workarounds described in this feature are extremely impractical compared to the simplicity of an override (because they require too much time and specialized training to be broadly useful in a circ desk context).&lt;/p&gt;</comment>
                                                            <comment id="13338" author="557058:b787c0f1-34df-41c2-8585-c4aed346caec" created="Thu, 10 Dec 2020 20:10:00 +0000"  >&lt;p&gt;Chicago - Showstopper for us, basically for the same reasons as Cornell. Furthermore, if the Claimed Returned work is not completed, we will have more cases of blocks that we need to override.&lt;/p&gt;</comment>
                                                            <comment id="13340" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Tue, 23 Feb 2021 16:16:34 +0000"  >&lt;p&gt;Note that the way overrides for blocks are being developed, it made more sense to split these by user function&#160;&#8211; check out/borrow, request or renewal - instead of type of block - patron or item block. Please see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2909&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2909&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Override at check out for patron and item blocks &quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2909
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
, 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2910&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2910&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Override of request for patron blocks&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2910
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
, 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2911&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2911&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Override at renewal for patron and item blocks&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2911
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 for those features. We needed to re-align the stories to properly capture development metrics.&lt;/p&gt;</comment>
                                                            <comment id="13343" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Tue, 23 Feb 2021 16:17:49 +0000"  >&lt;p&gt;See note above. On track to be complete in R1 2021.&lt;/p&gt;</comment>
                    </comments>
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                                                                <inwardlinks description="is blocked by">
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            <issuekey id="10172">UXPROD-82</issuekey>
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                                    </issuelinktype>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="45594">UIU-2025</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="48884">CIRC-1041</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="49087">CIRC-1064</issuekey>
        </issuelink>
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                                    </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="11249">UXPROD-2127</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11618">UXPROD-2746</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13181">UXPROD-2809</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="48645">CIRC-882</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="12009">UXPROD-2909</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11980">UXPROD-2910</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11981">UXPROD-2911</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13200">UXPROD-2645</issuekey>
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                            <customfieldvalue>This will be done after automated patron blocks (&lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-82&quot; title=&quot;Automated Patron Blocks&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-82&quot;&gt;&lt;strike&gt;UXPROD-82&lt;/strike&gt;&lt;/a&gt;) has been completed.</customfieldvalue>

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                            <customfieldvalue>Holly:  The best solution, of course, is to resolve the reason for the patron block.  The workaround for a manual patron block is to delete the patron&amp;#39;s  manual patron block, complete the blocked action, then re-enter the manual patron block.  The workaround for an automated patron block is to temporarily change the Patron Group&amp;#39;s &amp;#39;Limit&amp;#39; at Settings&amp;gt;Users&amp;gt;Patron blocks: Limits to be lower than what the patron has (or to be blank), complete the blocked action, then re-enter the correct &amp;#39;Limit&amp;#39; for the Patron Group.  The workarounds will require that circ supervisors have additional permissions that they might not normally have.  Libraries may also want to consider not having limits for faculty (and other patron groups that normally have their blocks overridden) until this override feature is available.</customfieldvalue>

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                            <customfieldvalue>The Capacity Planning Team recommended to the FOLIO Product Council that the Iris release date be extended to May 3 (from March 1) so that all of the at-risk &amp;#39;showstopper&amp;#39; features could be completed and released before the July implementations.  (Slide deck presented to PC:  &lt;a href=&quot;https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)&quot;&gt;https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)&lt;/a&gt;</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10099" key="com.atlassian.jira.plugin.system.customfieldtypes:textarea">
                        <customfieldname>Showstopper Comments from Summer 2021 Implementers</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>[Steven from Five Colleges: Five College Showstopper. Important for resolving patron issues especially with blocks across institutions] [Response from Holly: Steven Bischof: Will the workaround described above (see &amp;#39;Potential Workaround&amp;#39;) not work for Five Colleges?]   [Debra from Cornell: Showstopper for Cornell. Workaround does not work for Cornell. Patron blocks are one of our most effective means of preventing people from abusing our services. In a fine-less environment (like the one we&#8217;ve been operating in since March), they are also our most effective means of compelling people to return materials. There are always exceptions, though, such as the faculty member or student who is blocked for a legitimate reason (say because they have reached the maximum number of checked out items allowed), but is unable to resolve the situation immediately (perhaps they are on their way out of town for an important conference) and still needs something in the meantime (maybe a book that they are using in their presentation). Overrides are an essential tool for resolving these situations. Without them we might need to significantly scale back our use of blocks because the workarounds described in this feature are extremely impractical compared to the simplicity of an override (because they require too much time and specialized training to be broadly useful in a circ desk context).]  [Tod from Chicago: Showstopper for us, basically for the same reasons as Cornell. Furthermore, if the Claimed Returned work is not completed, we will have more cases of blocks that we need to override.][John from TAMU:  Showstopper for us and would echo what Debra from Cornell said]</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10100" key="com.atlassian.jira.plugin.system.customfieldtypes:textarea">
                        <customfieldname>Showstopper December 11 Meeting Summary</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>This feature needs to be completed 2-4 weeks before go-live for the institutions that have named this as a &amp;#39;showstopper&amp;#39;, except for Chicago which has asked for 1 month.  There will be more of a need to override patron blocks due to claimed returned not being fully implemented yet (2 features are &amp;#39;at risk&amp;#39;).  Also, the workaround takes time and would require that more staff have permission to update the fee/fine settings, which could cause errors.</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10102" key="com.atlassian.jira.plugin.system.customfieldtypes:textarea">
                        <customfieldname>Showstopper FOLIO Product Council Decision</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>FOLIO Product Council compromised and allowed the Iris release to be delayed by one month, to April 5.  Due to the size of the t-shirt estimate for this feature, it is not likely to be completed as part of the Iris release.  Darcy (the PO) believes that this feature will end up being split, with some of the work released in Iris and some later. The Capacity Planning Team will be meeting to discuss how/when the split part of this feature will be delivered to the libraries needing it before implementation.</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10098" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Showstopper for Summer 2021 Implementers?</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10344"><![CDATA[Yes]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10020" key="com.pyxis.greenhopper.jira:gh-sprint">
                        <customfieldname>Sprint</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10024" key="com.atlassian.jira.ext.charting:firstresponsedate">
                        <customfieldname>[CHART] Date of First Response</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>Tue, 17 Dec 2019 11:54:05 +0000</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10025" key="com.atlassian.jira.ext.charting:timeinstatus">
                        <customfieldname>[CHART] Time in Status</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
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