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Create requests for newly ordered items automatically from the POL

Description

Overview:

Allow users to add enough request information to the order to generate a request on the item being ordered when the order is opened. This way patrons can be notified that the item they requested has been ordered and follow it's progress.

Note: proposed by Duke (Julie Brannon, Erin Nettifee)

Use cases:

In scope

  • Allow user creating order to toggle a "Create request" action if the requester field is populate by a User ID.

  • If "Create request" is true than orders app will automatically place a request on the first item record created on behalf of the requester when the Order transitions to Open.

  • In order to create request the system must have a requester user id and Pickup service point in POL

  • If not making a request the system should allow free text in the requester filed.

  • Pickup service point and requester user id is ONLY required if "Create request" equals 'true'.

Questions

  • It seems we may need to add an option for the Fulfillment preference after all?

  • Regarding Hold vs. Recall can an assumption actually be made here or would it need to be a setting?

  • Another use case: alerting a user to a newly-available, ordered eBook, which does not have an item record. Is there a way to create a patron request for that? Should that perhaps be a separate feature?

Links

See proposed mockups: https://drive.google.com/drive/folders/1SpOvkcoQLuI0P0tpf_Le-924gKtTYzPM?usp=sharing

Priority

Labels

Fix versions

None

Development Team

Thunderjet

Assignee

Solution Architect

Parent

Parent Field Value

None

Parent Status

None

Checklist

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Activity

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Ann-Marie Breaux March 30, 2021 at 9:26 PM

Thanks To me, in that case, that definitely sounds like a separate feature .

(OLD ACCOUNT) Erin Nettifee March 30, 2021 at 5:57 PM

Requests is not architected for using non-item records, so it would likely need to be some sort of notice feature to the patron rather than using the Requests app and associated features.

Ann-Marie Breaux March 30, 2021 at 5:46 PM

Another use case that came up in Acq Group mtg today: alerting users to a newly-available, ordered eBook. If there's no item record, how could a request be handled? Added as an open question in the description. Might need to be split to a separate feature.

Ann-Marie Breaux March 18, 2021 at 10:51 PM
Edited

and One significant architectural issue for this feature (at least in my mind) - currently the requestor field in the POL is uncontrolled. In earlier conversations, Duke talked about changing the requestor into a controlled field with FOLIO User info. If that ends up being a requirement, I think we should consider added a separate field for a controlled version of the requestor, rather than changing the existing uncontrolled field and forcing that requirement on all the FOLIO libraries

(OLD ACCOUNT) Erin Nettifee March 18, 2021 at 7:12 PM

this feature came up in conversation at Duke today - not sure if you've seen it or not.

Unresolved

Details

Reporter

PO Rank

89

PO Ranking Note

This can be done manually by navigating to the item record immediately after the order is placed. The ranking reflects that this allows room for error and a less than ideal workflow.

Rank: 5Colleges (ERM Jun 2020)

R2

Rank: 5Colleges (Full Jul 2021)

R2

Rank: Cornell (Full Sum 2021)

R2

Rank: Chalmers (Impl Aut 2019)

R3

Rank: GBV (MVP Sum 2020)

R3

Rank: Grand Valley (Full Sum 2021)

R3

Rank: TAMU (MVP Jan 2021)

R2

Rank: Chicago (MVP Sum 2020)

R2

Rank: MO State (MVP June 2020)

R2

Rank: U of AL (MVP Oct 2020)

R3

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Created September 25, 2019 at 1:23 AM
Updated January 28, 2025 at 4:23 PM
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