[UXPROD-1764] ILL between FOLIO libraries Created: 05/Jun/19  Updated: 19/Aug/21

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: Epic Priority: P4
Reporter: Hkaplanian Assignee: Hkaplanian
Resolution: Unresolved Votes: 0
Labels: post-v1
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to REP-104 Interlibrary Loan and Borrow Direct A... Open
relates to REP-199 Overdue items on ILL Lending accounts. Open
relates to REP-208 ILL Building use only items that have... Open
relates to REP-108 Loaned physical units (without ILL): ... Open
relates to REP-124 Incoming orders of inter-library loan... Open
relates to REP-125 Outgoing orders of inter-library loan... Open
relates to REP-128 Positively accomplished (sent) active... Open
relates to REP-129 Positively accomplished passive (rece... Open
relates to REP-130 Positively accomplished active orders... Open
relates to REP-131 Positively accomplished passive order... Open
relates to REP-132 Positively accomplished active orders... Open
relates to REP-133 Positively accomplished passive order... Open
relates to UXPROD-795 Patrons can borrow/request/hold/recal... Open
relates to REP-107 Loaned physical units, overall (exclu... Closed
relates to UXPROD-1001 SIP2: Protocol for self-checkout Closed
relates to UXPROD-1002 SIP2: Protocol for self-checkout - in... Closed
relates to REP-155 ILL and BD Requests Report Closed
relates to UIIN-377 Settings page. Inventory > Holdings >... Closed
relates to REP-126 Active orders of documents to end use... Closed
relates to REP-127 Passive orders of docments to end use... Closed
relates to UIIN-516 Permissions. Inventory. Spelling erro... Closed
relates to UXPROD-95 Check-in: Be alerted to hold, recall ... Closed
relates to UXPROD-519 Renewal: Be alerted to hold, recall a... Closed
relates to UXPROD-991 NCIP: Protocol for ILL, Resource Shar... Closed
relates to UXPROD-815 Data needs to be available to evaluat... Draft
relates to UXPROD-1282 Future Patron Blocks: Allow for the b... Draft
relates to UXPROD-794 Consortia (Cross Tenant) Open
relates to UXPROD-518 Check-out: Be alerted to hold, recall... Closed
relates to UXPROD-557 NCIP: Protocol for ILL, Resource Shar... Closed
Requires
requires UXPROD-1006 SLNP for ILL Open
requires UXPROD-557 NCIP: Protocol for ILL, Resource Shar... Closed
requires UXPROD-560 Z39.50 support MVP Closed
requires UXPROD-2682 Z39.50 refinement work Closed
Epic Name: ILL
Report Functional Area(s):
Consortia
Rank: BNCF (MVP Feb 2020): R1
Start date (migrated):
End date:
Epic Color: ghx-label-4

 Description   

Libraries circulate materials with partner libraries. Methods range from integrated ILS ILL modules, to integration with a variety of external tools and software. Note that this epic will describe direct consortial borrowing (among closely affiliated libraries) via FOLIO. This can ultimately be used to support ILL transactions that occur outside the ILS (e.g. OCLC's WorldShare ILL) but the focus will be an internal feature set that's well integrated with lending rules. If ILL occurs outside the ILS there must be at least minimal integration so as to accurately reflect item availability status.

Prioritized list of ILL brokers needed here for priority and testing.
Which systems need to be supported?

Requirements:
1. Point to point ILL support. Allows a library to borrow directly from another.
2. Broker based ILL. Integration with an ILL broker.
3. NCIP 2.0+ over https for items 1 & 2.

  • List of required verbs based on priority of the above list of brokers needed. Currently Lookup user, Accept item, Checkin item, Checkout item are currently being built. ETA Q4 of 2019.

4. Z39.50
5. ISO ILL
6. SLNP - Simple library network protocol (Germany)

Process flow:
1. The request is initiated from a patron via:

  • OPAC/Discovery service
  • Front desk request

2. Next step
n. Once the borrowing library has received the item, the patron is notified. The item is either available for:
n+1. Pickup
n+2. Shipment
n+3. Item is loaned to the patron as a standard loan.
n+4. ....

Does a transaction for the patron need to be created in both systems as in patron initiated borrowing?
How is the process above different when using a broker?



 Comments   
Comment by Kelly Drake [ 26/Jun/20 ]

Hkaplanian -The described functionality is very integral/similar to that specified by the Consortia SIG for Cross tenant borrowing and requesting. Perhaps the requirements in https://folio-org.atlassian.net/browse/UXPROD-795 could be of use?

Comment by Hkaplanian [ 26/Jun/20 ]

Kelly Drake, I think so.

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