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    How to create a user block (i.e. patron block)?

    • Product: Alma

    Question

    How to create User Block Definitions?

    Answer

    Steps to create a new user block:

    1) Decide which actions may be blocked ("BlockedAction") — loan, renew, and/or requests.

    The recommended actions are:

    01 – LOAN

    02 – LOAN, RENEW

    03 – LOAN, RENEW, HOLD


    -- To implement the "Block to Blocked Actions" Mapping table, please contact Ex Libris.



    2) The block description is configured in: 

    Configuration > Fulfillment > User Block Description

    3) Select the "BlockedAction" ID (defined in step #1), the description (defined in step #2), the type value, and 'overridable' flag.

    Set-up in: Configuration > Fulfillment > User Block Definitions.

    Additional Information

    The Online Help explains in the page for "Configuring User Block Descriptions and Definitions" is clicked here.


    * A detailed "Fulfillment - Understanding patron blocks - Librarian assigned and system assigned" can be found in the page "Presentations and Documents - Fulfillment", the document direct link is here

     


    • Article last edited: 19-JAN-2018