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    <title>FOLIO Jira</title>
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    <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-4474] Add a User limit for the maximum number of open requests</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4474</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/p&gt;

&lt;p&gt;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:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;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.&lt;/li&gt;
	&lt;li&gt;A user that is limited to 20 loans at a time could request more then that limit.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;

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


&lt;p&gt;Open requests are currently defined as and request status that starts with &quot;Open -&quot; including but not limited to an new request types also starting with &quot;open - &quot;:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Open - Awaiting delivery&lt;/li&gt;
	&lt;li&gt;Open - Awaiting pickup&lt;/li&gt;
	&lt;li&gt;Open - In transit&lt;/li&gt;
	&lt;li&gt;Open - Not yet filled&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Limitations by request type&lt;/li&gt;
	&lt;li&gt;Limitations based on request policy; material type, user group, or loan type. (This would be a separate feature request)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Scenario 1:&lt;/p&gt;

&lt;p&gt;As a librarian I wish to limit the number of open requests an undergrad can have at one time.&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;Scenario 2:&lt;/p&gt;

&lt;p&gt;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.&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;Scenario 3:&lt;/p&gt;

&lt;p&gt;As a staff member I wish to limit the number of request users may make at the beginning of a semester.&#160; 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.&#160; I do not want to limit such patron groups as Staff, Faculty and internal library cards.&#160;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;Scenario 4:&lt;/p&gt;

&lt;p&gt;As a staff member i do not wish to limit the number of open requests a user group may have at one time.&#160;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;Scenario 5:&lt;/p&gt;

&lt;p&gt;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.&#160;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;Scenario 6:&lt;/p&gt;

&lt;p&gt;As a student supervisor i wish to limit my student employees ability to override a open request limit.&#160; 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.&#160;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;

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


&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RA/2023-09-21+Resource+Access+Meeting+Notes&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RA/2023-09-21+Resource+Access+Meeting+Notes&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="12788">UXPROD-4474</key>
            <summary>Add a User limit for the maximum number of open requests</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>
                                            <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</priority>
                        <status id="1" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/open.png" description="The issue is open and ready for the assignee to start work on it.">Open</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="-1">Unassigned</assignee>
                                                                <reporter accountid="557058:eb198214-3032-45c9-9781-9967c26deb3f">Thomas Trutt</reporter>
                                    <labels>
                            <label>resourceaccess</label>
                    </labels>
                <created>Mon, 25 Sep 2023 16:29:04 +0000</created>
                <updated>Fri, 29 Dec 2023 02:28:30 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>5</watches>
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