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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-2058] Add maximum number allowed to borrow to circulation rules (was CRUD Item Blocks Limits Table)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2058</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;font color=&quot;#d04437&quot;&gt;&lt;b&gt;&lt;ins&gt;This feature was merged with  
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1591&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1591&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Automated 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-1591
        &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;
 Automated Item Blocks on October 9, 2019&lt;/ins&gt;&lt;/b&gt;&lt;/font&gt;&lt;/p&gt;

&lt;p&gt;&lt;font color=&quot;#d04437&quot;&gt;&lt;b&gt;This feature was added on September 20 after PO discovered the limits were not part of the Loan Policy already&lt;/b&gt;&lt;/font&gt;&lt;/p&gt;

&lt;p&gt;This table will allow the institution to specify maximums for each patron group, material type, etc. before a block will go into effect.  &lt;/p&gt;

&lt;p&gt;A working table of requirements for the various FOLIO institutions is available at &lt;a href=&quot;https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing&lt;/a&gt;.&lt;/p&gt;

&lt;p&gt;&lt;font color=&quot;#654982&quot;&gt;&lt;b&gt;Update by Holly on September 26, 2019:&lt;/b&gt;&lt;/font&gt;&lt;br/&gt;
After spending some time figuring out Circulation Rules, it looks like we could add simply add a limit there.  We could have something called &quot;Loan Limit Policy&quot; that simply contains the maximum number or we could perhaps put the maximum number right in the Circulation Rules.  Either way, we don&apos;t need a table.&lt;/p&gt;</description>
                <environment></environment>
        <key id="11262">UXPROD-2058</key>
            <summary>Add maximum number allowed to borrow to circulation rules (was CRUD Item Blocks Limits Table)</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="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</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:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</assignee>
                                                                <reporter accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</reporter>
                                    <labels>
                            <label>cap-mvp</label>
                            <label>feesfines</label>
                            <label>po-mvp</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Fri, 20 Sep 2019 14:23:22 +0000</created>
                <updated>Tue, 31 Aug 2021 15:15:41 +0000</updated>
                            <resolved>Wed, 9 Oct 2019 17:32:58 +0000</resolved>
                                                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="12223" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Sun, 22 Sep 2019 01:13:01 +0000"  >&lt;p&gt;Holly updated the Cap Plan Rank to match what is in the Capacity Plan.&lt;/p&gt;</comment>
                                                            <comment id="12226" author="5c48911b54e1e6466b11f38c" created="Thu, 26 Sep 2019 18:37:43 +0000"  >&lt;p&gt;Hi Holly - looking at the comment about using circ rules - I&apos;m wondering if you know yet how that might work? &lt;/p&gt;

&lt;p&gt;Would the loan limit policy be by item type, or group? &lt;/p&gt;

&lt;p&gt;My concern is that implementing it in the rules makes them even more complicated - especially if you are using lots of criteria. On the other hand, I&apos;m not sure it really means adding more lines of rules.&lt;/p&gt;</comment>
                                                            <comment id="12229" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 26 Sep 2019 20:15:34 +0000"  >&lt;p&gt;I can&apos;t believe someone has already read my notes on this!  Great!  It would be by whatever the library wants it to be by.  I plan on presenting this to the RA SIG on Monday assuming Andrea fits me on the agenda.  I believe I am next.  I have two other options as well.  Will you be at that meeting?&lt;/p&gt;</comment>
                                                            <comment id="12231" author="5c48911b54e1e6466b11f38c" created="Thu, 26 Sep 2019 20:17:07 +0000"  >&lt;p&gt;I watch too many Jiras, &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 should be at the call on Monday.&lt;/p&gt;
</comment>
                                                            <comment id="12233" author="5c48911b54e1e6466b11f38c" created="Tue, 1 Oct 2019 17:00:56 +0000"  >&lt;p&gt;Holly, I&apos;d specifically spec this as maximum number of items to borrow, since I think &quot;amount allowed&quot; will make most circ staff think of fines/fees. #mytwocents&lt;/p&gt;</comment>
                                                            <comment id="12236" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 1 Oct 2019 20:49:14 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt;:  Luckily I only refer to &quot;amount&quot; in the UXPROD title.  Thanks!&lt;/p&gt;</comment>
                                                            <comment id="12239" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 9 Oct 2019 17:30:53 +0000"  >&lt;p&gt;This feature was merged with  &lt;b&gt;UXPROD-1591 Automated Item Blocks&lt;/b&gt; per KG.&lt;/p&gt;</comment>
                                                            <comment id="12242" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 9 Oct 2019 17:32:58 +0000"  >&lt;p&gt;Reopened to change status from misleading &quot;Won&apos;t do&quot; to &quot;Duplicate.&quot;  The feature has been merged with  &lt;b&gt;UXPROD-1591 Automated Item Blocks&lt;/b&gt;.&lt;/p&gt;</comment>
                                                            <comment id="12246" author="557058:dea2f026-f9d7-42e0-af50-31b385c95e3e" created="Wed, 30 Oct 2019 21:58:45 +0000"  >&lt;p&gt;There is a use case i am not sure is covered.&lt;br/&gt;
A patron group may have a limit on the number of loans regardless of any other criteria such as location, material type or loan type.  In addition, there may also be a limit on the number of items by some item criteria (location,material type,loan type).&lt;/p&gt;

&lt;p&gt;For example, a patron group has a limit of 25 items of any type.  A loan type has a limit of 2 items of that type.  The circulation rules have to support logic that looks at both the patron group limit and item based limit for the loan transaction.&lt;/p&gt;

&lt;p&gt;I think that means we potentially have to add both a patron group limit and an item limit to the circ rules.&lt;/p&gt;</comment>
                                                            <comment id="12250" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 31 Oct 2019 23:12:04 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Adea2f026-f9d7-42e0-af50-31b385c95e3e&quot; class=&quot;user-hover&quot; rel=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; data-account-id=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; accountid=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; rel=&quot;noreferrer&quot;&gt;Cheryl Malmborg&lt;/a&gt;: I believe the use cases you are describing are covered by either the Automated Item Blocks or the Automated Patron Blocks. &lt;/p&gt;

&lt;p&gt;If you look at the table at &lt;a href=&quot;https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing&lt;/a&gt; you will see that the RA SIG members identified 5 types of item blocks (see blue hi-lighting).  The way that item blocks are defined, the 5 types are implementable.  If there is a limit of 10 DVDs per patron, regardless of Patron Group, but there are multiple DVD Circ Rules because of differences in Loan policy, Notice Policy, Request Policy, Overdue Fee policy and/or Lost Item Fee policy, the Loan Limit policy would have to be repeated.  For example:&lt;br/&gt;
 &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;10704_thumb&quot; href=&quot;/rest/api/3/attachment/content/10704&quot; title=&quot;CircRulesExample.jpg&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;10704&quot; file-preview-title=&quot;CircRulesExample.jpg&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10704?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10704&quot; filename=&quot;CircRulesExample.jpg&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10704&quot; data-attachment-name=&quot;CircRulesExample.jpg&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;d9241091-9686-475e-ae73-3706b72f7d4f&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;

&lt;p&gt;If there is limit by Patron Group only, say undergrads are allowed to check out a maximum of 100 items of any type, this is handled via Automated Patron Blocks rather than Automated Item Blocks.  The items hi-lited in pink/purple at &lt;a href=&quot;https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1ePWOFp6wNe4GchNsFMIhvZ46RsNvMSq8FmUbrqLRd4c/edit?usp=sharing&lt;/a&gt; are the Automated Patron Blocks.  &lt;/p&gt;

&lt;p&gt;Only the blue and pink/purple hi-lighted use cases are in the MVP.  If use cases are missing from the spreadsheet, we should discuss them at the RA SIG and add them to the spreadsheet.&lt;/p&gt;

&lt;p&gt;Thanks much!&lt;/p&gt;
</comment>
                                                            <comment id="12254" author="557058:dea2f026-f9d7-42e0-af50-31b385c95e3e" created="Fri, 1 Nov 2019 17:06:05 +0000"  >&lt;p&gt;Holly,&lt;/p&gt;

&lt;p&gt;Thanks for the clarification.  I was misinterpreting the jira.  I thought it was superseding the patron and item block tables concept.&lt;br/&gt;
I think the requirements of my use case are met. The rules will be interpreted by the code accessing any patron group limits based on the patron group and also apply any item limits based on the Item Block Table.&lt;/p&gt;

&lt;p&gt;Can I suggest that the instead of &quot;loan-max&quot;, &quot;Item limits&quot; be used to describe this criteria?  When I first looked at the example &quot;loan-max&quot;&lt;br/&gt;
implied maximum number of any loans.&lt;/p&gt;

&lt;p&gt;Cheryl&lt;/p&gt;</comment>
                                                            <comment id="12257" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Mon, 4 Nov 2019 20:59:18 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Adea2f026-f9d7-42e0-af50-31b385c95e3e&quot; class=&quot;user-hover&quot; rel=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; data-account-id=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; accountid=&quot;557058:dea2f026-f9d7-42e0-af50-31b385c95e3e&quot; rel=&quot;noreferrer&quot;&gt;Cheryl Malmborg&lt;/a&gt;: &lt;b&gt;loan-max-10&lt;/b&gt; is just what I decided to name the policy when I set it up.  An institution can name the Loan Limit Policy whatever they want.  I could have just as easily called it item-limit-10 or max-items-10 or whatever.&lt;/p&gt;</comment>
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