Delivery Fulfillment Service Point Phase 1 - Specify an Alternate DFSP for SPs that Don't Do Delivery

Description

DFSP = Delivery fulfillment service point

Background:

Delivery requests were originally implemented in Q4 2019 such that, when a delivery request is at the top of the queue and the requested item is checked in at any service point, FOLIO will attempt to begin the fulfillment process (i.e. check the item out to the requester). This is an incomplete implementation because some SPs (for example remote storage service points) are not set up to do delivery, and some deliveries need to be routed to a specific SP that would be expected to handle the check out and physical delivery process.

Proposed feature:

This feature has been discussed and designed with the Resource access SIG. There are two phases to the feature which will be represented as two UXPROD features.

Phase 1 (this UXPROD):

  • Enable users to specify at the SP whether the SP is a DFSP or not

  • If the SP is not a DFSP, require users to specify an alternate DSFP

  • Suppose an item has a request on it with fulfillment preference of delivery. When an item is checked in at a SP that is not a DFSP, FOLIO will route the item to the alternate DFSP for delivery request fulfillment

Phase 2 (UXPROD-2648):

  • Enable the capture of DFSP in the user's address

  • If an item is checked in, FOLIO checks the delivery request and then follows this logic (in this order):

    1. Is there a DFSP associated with the delivery address? If so, use that.

    2. Is the SP a DFSP = Y? If so, use it.

    3. Is the SP a DFSP = N? If so, use the Alternate/Backup DFSP

    4. If no Alternate DFSP is specified, fail check in

See deck for full context and design: https://docs.google.com/presentation/d/1QQMjephCPdrt6UQsR5MbRSDv1BwOSIRzM5VcIMEuUSs/edit#slide=id.g8f2aaa41d7_1_14

Priority

Labels

Fix versions

None

Development Team

None

Assignee

Tim Auger

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

hide

TestRail: Results

Activity

Show:

Holly Mistlebauer March 7, 2022 at 7:32 PM

This feature is marked DRAFT until has a chance to review it for validity.

(OLD ACCOUNT) Erin Nettifee January 25, 2022 at 6:54 PM

Moving this from Analysis Complete back to In Refinement as it's getting looked at again

(OLD ACCOUNT) Erin Nettifee January 20, 2022 at 4:11 PM

Circ POs will be discussing this feature on 1-25-2022

(OLD ACCOUNT) Erin Nettifee January 18, 2022 at 7:11 PM

I'm going to take this feature to my backlog based on the PO convo today...

Cate Boerema October 20, 2020 at 10:00 AM

, based on your email, I've taken this back from Firebird and assigning to Core Functional for now

Reporter

PO Rank

100

Front End Estimator

Back End Estimator

Rank: 5Colleges (Full Jul 2021)

R2

Rank: Cornell (Full Sum 2021)

R1

Rank: GBV (MVP Sum 2020)

R5

Rank: Grand Valley (Full Sum 2021)

R1

Rank: Chicago (MVP Sum 2020)

R4

Rank: MO State (MVP June 2020)

R3

Rank: U of AL (MVP Oct 2020)

R4

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs
Created May 18, 2020 at 1:40 PM
Updated May 28, 2023 at 10:31 PM
TestRail: Cases
TestRail: Runs