Current situation or problem: Requests for multivolume series and continuing resources can only be done at the item level. Patrons should be able to request a volume or issue of a series/title without having to specify or select the copy. This is highly valued by public libraries and consortia that serve both public and academic libraries. 

In scope: Working with (and maybe expanding if needed) the newly implemented title level request functionality (Lotus & Morning Glory releases)

Out of scope

Use case(s)

1. A patron needs vol 52 of Science, but they don't care if it is coming from Library A, B or the Annex.

2. A patron would like season 3 of the Walking Dead tv show, but doesn't care which copy they receive 

3. Reserves staff needs the 5th edition of Principles of Biology to place on reserves (in this case the title may be cataloged as a series)

4. As a patron I want book 9 of Virgil's Aeneid but I don't care which copy I get

5. A library has a serial that is partially inventoried; not all volumes have item records

   • request placed by title of the series

     • volume needed typed into comments field

   • volumes before 1999 incomplete

6. A patron has found a title in a catalog. They look at the holding statement and need issue 56 out 80; they request the name of the articles and page numbers so just that can be filled, not the whole issue (currently occurs through Illiad which does not connect directly to Voyager)

7. A patron needs volumes 33-83 of an uninventoried serial run. They need the ability to get their requested items without putting in fifty individual requests.

8. A library has a serial that is partially inventoried and not all volumes have item records. These need to be requestable by patrons.

Use cases 1-4, 8 would be the initial scope of the dev.

Proposed solution/stories

Stories

• As a public services librarian, I would like to decrease the number of accidental requests made for the unintended wrong part of a work.

• As a public services librarian, I would like to decrease the number of complaints received when patrons unintentional wrong part of a work.

• As a patron, I would like to always request with confidence the correct part of a multi-part work.

• As a patron, I would like the system to automatically select the best copy for the title and part that  I am entitled to request.

• As a cataloger, I would like FOLIO to apply a controlled vocabulary to all multipart works so that variations in spelling and abbreviations that have the same meaning are interpreted as the same. 

Examples of controlled vocabulary:

Record data contains: v., vol., volume, Volume can be considered equivalents

Record data contains: part, p., pt., Part can be considered equivalents

Proposed solution

Solving this problem in total is a big endeavor. The simplest approach is probably to identity/create a controlled vocabulary. This could be used in a variety of ways to create quality improvements in short and long term. Alternatively, we could just apply it upon lookup whenever needed (for making request decisions or, if we want to go further, apply to the display of holdings). 

Another approach would be do a bulk update on the data in itself. We would also need to apply changes for data import. 

Links to additional info

[tbd]

Questions

• How are continuing resources/serials broken out between instance, holding and title?

  • good question. Need to talk with an expert

• How do we create a title level request that includes a volume or season?

  • We could create a volume record (or multi-part)

• How do the IC's do this upon import? Any controlled vocabulary applied?

  • I checked with Brooks. ICs bring the data in as it is. No transforms applied.

• How much scope do we want to take on? 

  • Enough to meet the