Support status transition from OPEN -> ITEM_CHECKED_OUT (Borrowing library)

Description

Purpose/Overview:

Currently, in FOLIO some user steps that are crucial for the main DCB status transition flow can be skipped. This may result in the transaction being lost. For example, DCB item has been checked out to a patron at the Borrowing library but not at the requested service point (without sending the "awaiting pickup' note), this scenario by the steps described below. 

Requirements/Scope:

  1. Allow DCB work flow to be more flexible to accept the dcb transaction states (permissible) to continue its workflow based on the transaction role. (MODDCB-83)

  2. For the Borrower role, the status transition from OPEN -> ITEM_CHECKED_OUT should be supported

Acceptance criteria:

  • Given: DCB transaction is created in ** Borrowing_Pickup library and ** is in ** 'OPEN' status

  • When: Library staff checks out DCB item to a patron

  • Then: Hold request status changes to "Closed - Filled"

    • AND a new loan is opened for the DCB item

    • AND DCB transaction status changes from OPEN to ITEM_CHECKED_OUT

 

Additional info:
Scenario:

  1. Create a transaction with "borrowing-pickup" role. Lets say pickup SP be 'Circ Desk 1'

  2. Update the transaction to 'OPEN' status.

  3. Check-in the item in SP other than the pickup SP (let's say 'Online') mentioned while creating the transaction. Here the transaction will be 'Open-In transit' status, and not updated to 'AWAITING_PICKUP'.

  4. When the borrower (of the transaction) checks out this item at SP 'Online', he will be able to do it successfully. At this point of time, the transaction is still in 'Open -In transit' status - which means this checkout is not a DCB checkout, in other words, although the item is being borrowed by the patron, it is not being tracked by DCB. 

Environment

None

Potential Workaround

None

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Priority

Sprint

Development Team

Volaris

Fix versions

Release

Quesnelia (R1 2024)

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Created December 7, 2023 at 1:24 PM
Updated March 21, 2024 at 8:18 AM
Resolved December 13, 2023 at 6:29 AM
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