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Current situation or problem:
Many apps can change item status, but tenants cannot control how these apps interact with built-in item statuses.
In scope
- For a defined category of item status, customize whether or not an item with that status can be checked out in FOLIO.
- For a defined category of item status, customize whether a warning modal is presented when the item is checked out in FOLIO.
- An item's status controls whether a warning is presented if the item is suppressed from discovery. If the item is suppressed from discovery, and the option is chosen to notify the FOLIO staff user, the Check in app presents an appropriate modal when the item is checked in, and the FOLIO staff member must click the appropriate button to continue the check out transaction.
Out of scope
- Changes in circ rule behavior. Currently, if the circ rule allows something but the item status doesn't, the item status wins. If the circ rule doesn't allow something but the item status does, the circ rule wins. Essentially, if there is a conflict where one piece allows a workflow and another doesn't, the workflow is not allowed. This is desired behavior and should not change.
Assumptions
- We assume that
UXPROD-1927
Draft
is implemented and that item statuses can have attributes as part of their record;
- We assume that an item status has an attr
Use case(s)
- By default, the item status Restricted allows checkout with a warning message. A library wants to use that status for items that should not be loaned at all, so they want to change the check out behavior to disallow loan without an override.
- By default, the item status Withdrawn allows checkout with a warning. A library wants to disallow loans of withdrawn items because they want to correct their holdings information before the item circulates.
- A library wants to implement a custom item status to indicate that an item was lost and the patron provided a replacement copy. They call this item status "Lost and replaced." Essentially, once this happens, the patron "owns" the lost and replaced item and the library doesn't want it back. In these cases, if the book happens to reappear and be scanned in the check in app, the library wants to deny check in and present an appropriate message to the library staff member so they know what is happening and why.
- A library implements an item status for controlled digital lending. When an item is out on controlled digital lending, the physical copy is held in inaccessible storage since the digital copy is "circulating." When the CDL loan is complete, the library wants the physical item to become available again, but they also want to make the staff member confirm the check in of the item so that they are consciously choosing to change the item status to "Available".
Proposed solution/stories
- UX story for
UXPROD-1535
Draft
has a mockup of how this could look (for both built-in and custom item statuses)
Links to additional info
Questions
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