Requests
(UXPROD-790)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Quesnelia (R1 2024) | Parent: | Requests |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Stephanie Buck | Assignee: | Stephanie Buck |
| Resolution: | Won't Do | Votes: | 0 |
| Labels: | loc, resourceaccess, title_level_requests | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Release: | Quesnelia (R1 2024) | ||||||||||||||||||||||||||||||||
| Epic Link: | Requests | ||||||||||||||||||||||||||||||||
| Front End Estimate: | Very Small (VS) < 1day | ||||||||||||||||||||||||||||||||
| Front End Estimator: | Stephanie Buck | ||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | 60% | ||||||||||||||||||||||||||||||||
| Back End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||
| Back End Estimator: | Stephanie Buck | ||||||||||||||||||||||||||||||||
| Back-End Confidence factor: | 50% | ||||||||||||||||||||||||||||||||
| Development Team: | Vega | ||||||||||||||||||||||||||||||||
| PO Rank: | 0 | ||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R5 | ||||||||||||||||||||||||||||||||
| Description |
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Current situation or problem: FOLIO lacks the ability to place a request on an instance that does not have at least one item and there is a need in some libraries to be able to do so. See use case below. Notes:
In scope: Allow requests to be placed on instance records with no item records for the use cases below Find way to make this configurable - not all libraries will want this ability enabled Out of scope Allow printing of pick slips for TLR holds (
Use case(s) A library has many copies of a title (instance), but no copies (or not all copies) have been inventoried (barcode linked to item record). When a patron needs an item from that instance, a staff member will go look for the item. To track this request and search, a hold needs to be placed. 1. An instance, holding and at least one item exist. It doesn't matter if the one item is available or not, the request is placed (ONSITE general request) - current functionality Congressional only: Use Case : The library has bibliographic records in the OPAC for titles that have not yet been acquired or received. There are no holding records and no item records but Congressional patrons need the ability to request them. Use Case : The library has bibliographic records in the OPAC which have a holding (usually incomplete-no call number) but no item record. Congressional patrons need the ability to request these. Use Case : There is no bibliographic record in the OPAC for the title that the Congressional patron requests (via phone or email, not ACS). The Congressional Loan librarian creates a provisional bib record so the item can now be requested in the OPAC. Use Case : The OPAC has a bibliographic record with an incomplete holding record (HREC with no call number) and incomplete item record (marked “in process”). Congressional patrons need the ability to request these titles even though they are not available yet for circulation because they are being cataloged. Use Case : Items that are marked “In Use”, “Lost”, “Missing in Inventory” , and “In Transit” all need to be requested by Congressional patrons. The circulation status of items in the catalog has no bearing on whether or not the item can be requested by a Congressional patron. Proposed solution/stories
Make this a TLR setting - Settings > Circulation > Requests > Title level requests Additional info
If the bib record won’t be suppressed that’s another issue we should discuss. Questions
Dependencies - Service point locations in relation to remote storage
Potential workflow changes
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| Comments |
| Comment by Stephanie Buck [ 20/Feb/23 ] |
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Updating this feature to address items only. Holdings will be addressed in
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| Comment by Stephanie Buck [ 31/Mar/23 ] |
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The functionality described already exists and/or will be available via bug fix in Orchid. |