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  1. SimplyE 2.0
  2. SIMPLY-2648

Distributor-independent Hold/Loan restrictions per catalog/library

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    • SIMPLY S6 March 3 - March 17, SIMPLY S7 March 17 - March 31, SIMPLY S8 March 31 - April 14, SIMPLY S9 April 14 - 28, SIMPLY S10 April 28 - May 12, SIMPLY S11 May 12 - May 26, SIMPLY S12 May 26 - June 9, SIMPLY S13 June 9 - June 23, SIMPLY S14 June 23 - July 7, SIMPLY S15 July 7 - July 21, SIMPLY S16 July 21 - August 4, SIMPLY S17 August 4 - 18, SIMPLY S18 August 18 - Sep 1, SIMPLY S19 September 1 - 15, SIMPLY 22 Oct 14 - Oct 27, SIMPLY S20 September 15 - 29, SIMPLY S21 Sep 29 - Oct 13, SIMPLY S23 Oct 27 - Nov 10, SIMPLY S24 Nov 10 - 24, SIMPLY S25 Nov 24 - Dec 8, SIMPLY Sprint 26 Dec 8 - 22, SIMPLY S0 Dec 22 - Jan 5, SIMPLY S1 January 5 - 19

      If a pandemic occurs, NYPL wants to be able to manage the number of holds and loans a patron can have on the fly, in order to keep hold queues and numbers of loans to a minimum and make for more rapid circulation of popular objects. Usually this would be managed via the distributors but right now we have some instances where SimplyE ignores that setting (per https://jira.nypl.org/browse/SIMPLY-2406). Since we don't know what's causing this issue, we'd like to set up a feature in the circulation manager that allows an individual library to establish an optional max hold # and max loan # that is imposed in the SimplyE apps (and web apps in the future) regardless of how many distributors are included in a library catalog and what their limits are set to.

      Per Leonard Richardson [X] we would change the circulation manager to add a configuration setting for this to patron auth configuration, then we'd define a new problem detail document for "couldn't place hold because you have too many holds" and enforce that at the point where the hold was placed - and that last point is where this story comes in.

       

      Acceptance criteria:

      1. A library admin can set a max hold # of any single- or double-digit number within the circulation manager admin and save that setting
      2. A library admin can set a max loan # of any single- or double-digit number within the circulation manager admin and save that setting
      3. Any hold or loan maximum set in the Circulation Manager and added to the library's authentication document will be reflected within the mobile apps within 24 hours of submission
      4. A patron of the library will be informed that they're over the library's limit when they try to place a hold on a book above that single- or double-digit number
      5. A patron of the library will be informed that they're over the library's limit when they try to checkout a book above that single- or double-digit number
      6. Prior holds or loans over the limit will not be removed or altered in any way, but will apply to the enforcement of the new maximum.

       

      We're aware that this solution does not 100% guarantee hold and loan restriction but it will require effort to abuse.

       

      Dependent upon: https://jira.nypl.org/browse/SIMPLY-2647

            JosephDalton Joseph Dalton
            risawolf Risa Wolf
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