Current situation or problem: FOLIO needs to have the ability to print slips for Holds requests. This feature focuses on Item level requests.
Added Sept. 4, 2024: Should work with both ECS and Single tenant environments.

UXPROD-4831 (Allow printing slips for Requests (Holds) - Title level (TLR) will be available in R release.

Scenarios for printing slips:

• Request meets the following criteria: is Hold (Item level), is Open - Not yet filled

• Instance has an item that is requestable but isn't available

In scope

• Enable printing slips for requests (Holds) at retrieval service points

• Exclude Hold slip printing for Offsite - remote storage locations.

• Solution should be configurable - not all institutions want this functionality

Out of scope

• Hold slip printing for Offsite - remote storage locations.

• Creation of additional pop-up modal that includes multiple options with various slips that can be generated and printed

• Deter duplicate pick slip functionality - UXPROD-4404 (Requests: Deter Duplicate Pick Slip Printing) planned for S release
  -Note: If library needs to print multiple copies of slips, printer settings can be used

• Add additional User tokens to staff slips functionality - UXPROD-1830 (Add additional USER tokens to staff slips) planned for S release

Use case(s)
A library has many copies of a title (instance) and holdings, but not all copies have been cataloged. When a patron needs an item from that instance, a slip needs to be printed so a staff member can go look for the item. If there is a holding associated with the instance then staff should always be able to print a slip as long as the item is not in remote storage.

Proposed solution/stories

New setting under Circulation > Requests > Print hold requests

• When enabled, the following happens:

• Print search slips for [insert service point here] appears in the Actions menu of the Requests app. This appears, regardless of which service point is selected and is specific to each service point.

• When you click on this option, a PDF appears containing all the Item level Hold requests with status = Open - Not yet filled that are for that retrieval service point.

• If it's an ILR Hold, then an item is tied to the request.

PDF created from new staff slip:

Settings >> Circulation >> General >> Staff slips >> Search slip (Hold requests)

Notes

• At any time, there can be approximately 40 requests with the status (this figure includes both Item level requests and Title level requests).

Questions

• What location(s) will be used for printing? Retrieval service points not associated with Remote storage (e.g., similar to printing Pick slips)

• What call number will be used for printing? 

• How often is this done? Need to plan for up to multiple times an hour.

Possible Future enhancements

*Original Title and Context below - *

Original title - TLR: Allow printing pick slips for title level holds on instances with no (or incomplete) item records
Current situation or problem: FOLIO needs to have the ability to print pick slips for title level requests (holds) on instances with no item records. 

Scenarios for printing pick slips:

• Instance has no items

• Instance has an item but it is non pageable

• Instance has an item that is requestable but isn't available

In scope

Setting: Ability to print pick slips for title level holds

Solution should be configurable - not all institutions want this functionality

Out of scope

Use case(s)

A library has many copies of a title (instance), but no copies (or not all copies) have been cataloged. Only an instance record exists. When a patron needs an item from that instance, a pick slip needs to be printed so a staff member can go look for the item. This library may have remote storage where all items have been cataloged. TLR holding pick slips would not be printed for this location if the item is not available. If there is a holding associated with the instance then staff should always be able to print a pick slip as long as the item is not remote.

Proposed solution/stories

• Require a stub/dummy holding records for each instance (so a location can be associated with the title)

  • Create an interface to filter what's printed, like

    • slips with no items

    • print pick slips created since the last print

      • date/time filter

      • "new" slips

    • Slips for the holdings locations associated with the service point (where slips are printed from)

• Enable printing pick slips for all title level requests

  • Service point configuration to either print or not print TLR pick slips - this could allow the user to 

    • have all regular pick slips for printing and pulling items

    • have remote storage never print

    • have two separate pick lists to print

Solution update 29 Aug 2023:

• In LC, there should be at least a stub item record for copy 1 for all instance records pre-1999 in general collection stacks, and for new materials since then, also in general collection stacks. We suspect there may be a copy 2 (that needs to be looked for and added to the record). 

• This stub record for copy 1 enables the page request workflow, but only for the first request

• Once the (only) item record is paged, all subsequent requests will be placed as a hold

• A daily export of title level request holds can be printed to enable retrieval staff to look for copy 2 

Links to additional info

Questions

• Was in original wording "Instance has an item but it is non-pageable" - Is unclear.

Is this akin to "I want to be able to print a pick slip for any request?

*Fixed locations to be discussed later