Staff Slips
(UXPROD-19)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Quesnelia (R1 2024) | Parent: | Staff Slips |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Stephanie Buck | Assignee: | Anne Ekblad |
| Resolution: | Done | Votes: | 0 |
| Labels: | IC_review, LC-priority2, acs, loc, requests_printing, requires-discussion | ||
| 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: | Staff Slips | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | 100% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back-End Confidence factor: | 90% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Vega | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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Current situation or problem: FOLIO needs to have the ability to print slips for Holds requests. Scenarios for printing slips:
In scope
Out of scope
Use case(s) Proposed solution/stories New setting under Circulation > Requests > Print hold requests
PDF created from new staff slip: Notes
Questions
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 Scenarios for printing pick slips:
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
Solution update 29 Aug 2023:
Links to additional info Questions
Is this akin to "I want to be able to print a pick slip for any request? *Fixed locations to be discussed later |
| Comments |
| Comment by Erin Nettifee [ 14/Feb/23 ] |
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I think this should come to RA for discussion - I don't think we should be trying to impose a workflow for something that doesn't yet exist on the current staff slip process (in this case, the item record doesn't exist, right?) Instead, I would advocate for some sort of "instance slip" or even just a reporting tool that lets people get the information they need about title level requests that are in this limbo state, and then libraries can design their own local workflows for how they want to handle them at their institution. Also, for the scenario where items are requestable but not available, some libraries don't want a pick slip to print because most of the time there is nothing on the shelf to go pick. If a library expects that there may still be copies that just haven't been cataloged but are there regardless, some sort of "instance slip" would let them manage that without requiring an enable/disable workflow within the existing staff slip process. |
| Comment by Thomas Trutt [ 09/Mar/23 ] |
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I would agree.. If pick slips where printed for materials with no item records it would just confuse staff and student employees (who do the majority of our processing). Instead i would advocate a ui notification to staff when they add an item to holding record. At that point i'd give them the option to print a page or routing slip. This of course does not work if items are batch loaded. |