Associate courses with default locations and item loan types

Description

Users require the ability to set a default temporary item location and item loan type for items that are placed on reserve. Both the location and item loan type field options
will provide a selection list pulled from Tenant>Locations, and Tenant>item loan types respectively.

The location and service point selected here will then be the default temporary location and temporary item loan type for an item that is placed on reserve. (However the user will be able to change these on an item by item basis as not all reserves live in the same place)


2018 Course Reserves-----

Course need to be associated with check out desks (service points) but service point should not limit where the item/ copy can be checked out.

Assumptions - Associate Courses with default location and Service point
The Service Point provides information for the patron as to where they will need to go to checkout the items that are in a Course Reserve listing
The Service Point also provides information to FOLIO for routing purposes

Story | Description

Users require the ability to set a default temporary location and service point for items that are placed on reserve. Both the location and service point field options will provide a selection list pulled from Tenant>Locations, and Tenant>Service point respectively.

The location and service point selected here will then be the default temporary location and temporary service point for an item that is placed on reserve. (However the user will be able to change these on an item by item basis as not all reserves live in the same place)

Example: 10 items are housed at the Institution A, at campus AB, at library ABC, on shelf Y, and has the ability to be checked out at desk Y. Five of the ten items are highly used so they have multiple copies on reserves in a different location and check out desk = Institution A, at campus AB, at library BBB, on shelf X, has the ability to be checked out at desk V

the items can be returned to either Y or V - but there would need to be routing rules to get the items back to their "temporary location" locations.

https://folio-org.atlassian.net/wiki/x/jR8i

Priority

Fix versions

Development Team

Thor

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

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TestRail: Results

Activity

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Mike Taylor September 25, 2019 at 4:28 PM

Note, this is now associating with default service points, not default locations. The front-end estimate includes the ability to override these things at the item level.

Holly Mistlebauer September 23, 2019 at 12:48 PM

Holly changed the Fix Version from Q3 2020 to Q4 2019. Features with a Label of cap-mvp must be scheduled for Q4 2019 at the latest.

Anya March 29, 2019 at 10:28 PM

Comment from March Meeting: and to Make a Plan

Cate Boerema November 7, 2018 at 5:30 PM

, I don't see any stories linked to this feature, but I am pretty sure you said the backlog was complete. Can you please link this up and mark it Analysis Complete? Thanks!

Anya July 30, 2018 at 5:42 PM

- would you please provide backend estimates on this - on the other UXProd-622, and UXprod-628 you estimated medium

Done

Details

Reporter

PO Rank

80.5

Front End Estimate

Medium < 5 days

Front End Estimator

Back End Estimate

Small < 3 days

Back End Estimator

Rank: FLO (MVP Sum 2020)

R1

Rank: 5Colleges (Full Jul 2021)

R1

Rank: Cornell (Full Sum 2021)

R4

Rank: Chalmers (Impl Aut 2019)

R5

Rank: GBV (MVP Sum 2020)

R2

Rank: hbz (TBD)

R2

Rank: Hungary (MVP End 2020)

R1

Rank: TAMU (MVP Jan 2021)

R1

Rank: Chicago (MVP Sum 2020)

R5

Rank: Leipzig (ERM Aut 2019)

R5

Rank: MO State (MVP June 2020)

R1

Rank: U of AL (MVP Oct 2020)

R1

Rank: Leipzig (Full TBD)

R2

Rank: Lehigh (MVP Summer 2020)

R4

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Created May 23, 2018 at 2:51 PM
Updated September 16, 2020 at 9:17 PM
Resolved March 17, 2020 at 2:22 PM
TestRail: Cases
TestRail: Runs