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

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.

Out of the box 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