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<channel>
    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-1796] Title Level Requests Complete (part 1)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-1796</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;When a patron is making a request, they often don&apos;t care what copy they get - they just want &lt;em&gt;a copy&lt;/em&gt; of a given title. With FOLIO&apos;s basic title level requesting (TLR) functionality (see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1061&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1061&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Title-Level Requests (Basic)&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1061
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
) patrons can request a title in discovery and business logic will convert the title request into a request on the item which is most likely to become available first.&lt;/p&gt;

&lt;p&gt;Often, the item predicted to be returned first is not returned on time. When this happens, requests could be fulfilled out of order (a patron that requested later can receive their copy earlier). In institutions where course materials are requestable, this could become a customer service issue, as student could be made aware of this situation through discussions with classmates.&lt;/p&gt;

&lt;p&gt;Title Level Requests (Complete) functionality would associate a request with an instance at the time the request is placed, and then only with an item &lt;em&gt;at the time of fulfillment.&lt;/em&gt; This would solve the following problems:&lt;/p&gt;

&lt;p&gt;1. Risk of fulfilling out of order (per above)&lt;br/&gt;
 2. Need to rebalance item request queues when item goes missing or new copy becomes available*&lt;br/&gt;
 3. Ability to request titles without items (using the note field)&lt;/p&gt;
&lt;h3&gt;&lt;a name=&quot;Generally%2CTLRCwilladd%3A&quot;&gt;&lt;/a&gt;Generally, TLRC will add:&lt;/h3&gt;
&lt;ul&gt;
	&lt;li&gt;Tenant level configuration option to allow Title level requesting&lt;/li&gt;
	&lt;li&gt;Title level requests via discovery and via the FOLIO UI&lt;/li&gt;
	&lt;li&gt;Patron ability to see their place in a title level request queue&lt;/li&gt;
	&lt;li&gt;A unified request queue (using existing item level basic logic)&lt;/li&gt;
	&lt;li&gt;Ability to balance title level vs item level requests&lt;/li&gt;
	&lt;li&gt;Ability to filter for and manage requests with the Open-Title level status&lt;/li&gt;
&lt;/ul&gt;


&lt;h3&gt;&lt;a name=&quot;NonfunctionalRequirements%C2%A0&quot;&gt;&lt;/a&gt;Non-functional Requirements&#160;&lt;/h3&gt;
&lt;ul&gt;
	&lt;li&gt;Adequate logging to indicate success or failure of any TLR activities&#160;&lt;/li&gt;
	&lt;li&gt;Schema migration scripts are created and tested&#160;&lt;/li&gt;
	&lt;li&gt;Performance of all affected actions does not degrade by more than 1%&lt;/li&gt;
&lt;/ul&gt;


&lt;h3&gt;&lt;a name=&quot;HowTitleLevelRequestsShouldWork&quot;&gt;&lt;/a&gt;How Title Level Requests Should Work&lt;/h3&gt;
&lt;ul&gt;
	&lt;li&gt;Provides a tenant level setting that allows a tenant to enable, or disable title level requesting&lt;/li&gt;
	&lt;li&gt;Title Level Request Creation:&#160; patron places a request via discovery by selecting &#8220;the first available copy&#8221; option, or a FOLIO user places a title request from the Instance record, or other avenues&lt;/li&gt;
	&lt;li&gt;FOLIO processes work to create an item level request&lt;/li&gt;
	&lt;li&gt;Using established tlr - lite functionality FOLIO determines if it is able to place an item level request right away&lt;/li&gt;
	&lt;li&gt;If not Creates a title level request queue&lt;/li&gt;
	&lt;li&gt;Creates a title level request, request status = &#8220;Open - title level&#8221;&lt;/li&gt;
	&lt;li&gt;When an item is returned - using the existing request functionality, along with the priority of the request in the request queue- system determines if the item should fulfill a title level or item level request&lt;/li&gt;
	&lt;li&gt;Move title level request to an item request&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;FOLIO fulfills requests from the queue using a first in, first out logic. If two requests are placed at the same time&#160; FOLIO will randomly select the request that gets fulfilled first&lt;/li&gt;
	&lt;li&gt;FOLIO users manage title level requests via the existing Request interface with the addition of a new &#8220;Title-level&#8221; Request status.&#160;&lt;/li&gt;
	&lt;li&gt;Track and manage the request queue&lt;/li&gt;
	&lt;li&gt;Follow the title level request process - until the request is resolved to an item level request (at which point it then continues on as any other request.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Important links&lt;/b&gt;&lt;br/&gt;
 Mockups folder:&#160;&lt;a href=&quot;https://drive.google.com/drive/u/1/folders/1ndvI2IIzp6avYbCu1B_YueoZVlGfeuOB&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://drive.google.com/drive/u/1/folders/1ndvI2IIzp6avYbCu1B_YueoZVlGfeuOB&lt;/a&gt;&lt;br/&gt;
 GDrive folder: &lt;a href=&quot;https://drive.google.com/drive/u/1/folders/1ao5l4aKi-aNLlXwzT5CJ-UCXaba5tEKE&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://drive.google.com/drive/u/1/folders/1ao5l4aKi-aNLlXwzT5CJ-UCXaba5tEKE&lt;/a&gt;&lt;br/&gt;
 Vega documentation folder: &lt;a href=&quot;https://drive.google.com/drive/u/0/folders/1R8mESODVM_Yt-Od8w6YCv2fe3YbI90R2&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://drive.google.com/drive/u/0/folders/1R8mESODVM_Yt-Od8w6YCv2fe3YbI90R2&lt;/a&gt;&#160;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Groomings:&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;&lt;a href=&quot;https://drive.google.com/file/d/176M1W53qBpAfcg6JmAGm-ae89PeYdCtx/view?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;6-2-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://drive.google.com/file/d/1WdEt1yQKzA8T4KK1jIKZ86bIkAgMj4ie/view?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;6-9-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://drive.google.com/file/d/1tlEZgHAmq1_o6x99Vu8ti_UqZK5Y_pmQ/view?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;6-16-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://drive.google.com/file/d/1KZhfn6fo-GgcUxayEZgnf1Il1fd_YXoN/view?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;6-25-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://folio-project.slack.com/files/UH3PV5ATT/F02D7DS91PV/vega_grooming__tlr_-20210902_091310-meeting_recording.mp4&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;9-2-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://folio-project.slack.com/files/UH3PV5ATT/F02DMSA6PRD/tlr_questions-20210910_100950-meeting_recording.mp4&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;9-10-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://folio-project.slack.com/files/UH3PV5ATT/F02ED1AN8HY/tlr_questions-20210914_080230-meeting_recording.mp4&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;9-14-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://epam-my.sharepoint.com/personal/viktor_draban_epam_com/_layouts/15/onedrive.aspx?id=%2Fpersonal%2Fviktor%5Fdraban%5Fepam%5Fcom%2FDocuments%2FRecordings%2FVega%20team%5F%20PB%20Grooming%2D20210921%5F150223%2DMeeting%20Recording%2Emp4&amp;amp;parent=%2Fpersonal%2Fviktor%5Fdraban%5Fepam%5Fcom%2FDocuments%2FRecordings&amp;amp;originalPath=aHR0cHM6Ly9lcGFtLW15LnNoYXJlcG9pbnQuY29tLzp2Oi9wL3Zpa3Rvcl9kcmFiYW4vRWVIRktlZEpPV05MdXZSUldyOF9qZFlCUHN3WC1KaWczYkFENHh0eHZ0QldDQT9ydGltZT11cE1ldnlKOTJVZw&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;9-21-2021&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;&lt;a href=&quot;https://folio-project.slack.com/files/UH3PV5ATT/F02H58BFQM9/vega_tlr_refinement-20211008_080200-meeting_recording.mp4&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;10-8-2021&lt;/a&gt;&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Notes:&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;As of 9/10/21, title look-up (on the new Request form) is out of scope for the first implementation of this feature.&#160;&#160;&lt;/li&gt;
	&lt;li&gt;As of 9/14/21 it is confirmed that Vega will integrate this work with Inventory only, NOT Inventory ES.&lt;/li&gt;
	&lt;li&gt;All patrons can place title level requests regardless of whether they can be filled or not in the first implementation. Ideally in the second implementation we will find a way of controlling who can place TLR request, is excluding patron groups, working with existing circulation rules, extending circulation rules to work with instance data (patron, loan type, material type and location IDs in a list - see if a request can occur)&lt;/li&gt;
	&lt;li&gt;Multivolume series requests will be investigated in the next implementation&#160;&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="11191">UXPROD-1796</key>
            <summary>Title Level Requests Complete (part 1)</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10049">UXPROD-790</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="5d794c218ce6b60c3810eb8a">Stephanie Buck</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>TLR-Complete</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Mon, 24 Jun 2019 13:40:03 +0000</created>
                <updated>Mon, 3 Apr 2023 18:27:17 +0000</updated>
                            <resolved>Mon, 31 Jan 2022 13:10:36 +0000</resolved>
                                                    <fixVersion>Lotus (R1 2022)</fixVersion>
                                        <due></due>
                            <votes>1</votes>
                                    <watches>12</watches>
                                                                <comments>
                                                            <comment id="10038" author="5afc2769d17d8405fa4358ae" created="Thu, 31 Oct 2019 09:30:20 +0000"  >&lt;p&gt;What is happening with this issue?&lt;/p&gt;</comment>
                                                            <comment id="10040" author="70121:57dd2b44-0ddf-4a38-beed-dfa79c014f20" created="Mon, 26 Apr 2021 15:05:41 +0000"  >&lt;p&gt;This is crucial for us. Most of our loans are done via requests. We have several copies of the titles that are popular and if a patron wants to loan them, they usually have no other option than to make a request. We want things to be as easy and fair as possible for our patrons and without title level requests, there will be an added layer of difficulty for our patrons since they must learn which copy is best to request and &#8220;their&#8221; copy might not get returned by another patron. When all copies are checked out, the first returned copy should go to the patron who made a request first. The same applies when a newly ordered copy becomes available, we want it to go to the patron who is first in line, not whoever makes a request for that specific copy.&lt;/p&gt;

&lt;p&gt;Requests are integral to our library and with the quantities we handle having to adjust reservation queues manually is not doable. As we understand it some libraries have different solutions (scripts, manual adjusting, etc.) to issues that occurs due to the lack of title level requests, but they seem like band aids instead of a solution to the core issue.&lt;/p&gt;</comment>
                                                            <comment id="10043" author="712020:9a45aac8-d24e-49da-8cd5-50766fefaa8b" created="Fri, 22 Oct 2021 00:58:52 +0000"  >&lt;p&gt;Also crucial for Massey University (New Zealand). We have multiple campuses and are a distance education provider, which means a lot of multiple copies and a lot of requesting. Distance students can only use our collection by requesting and having us deliver the books to them. As part of our Covid-19 response, we&apos;ve extended that courier delivery service to any patron who requests delivery.&#160;&lt;/p&gt;

&lt;p&gt;These things mean that title-level requesting with automated queuing is important to us, and that inclusion of the ability for patrons to request delivery is also important to us. Please make sure that patron-selected fulfillment preference is included in any functionality for requesting by instance.&lt;/p&gt;</comment>
                                                            <comment id="10047" author="5c48911b54e1e6466b11f38c" created="Fri, 22 Oct 2021 13:32:32 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A9a45aac8-d24e-49da-8cd5-50766fefaa8b&quot; class=&quot;user-hover&quot; rel=&quot;712020:9a45aac8-d24e-49da-8cd5-50766fefaa8b&quot; data-account-id=&quot;712020:9a45aac8-d24e-49da-8cd5-50766fefaa8b&quot; accountid=&quot;712020:9a45aac8-d24e-49da-8cd5-50766fefaa8b&quot; rel=&quot;noreferrer&quot;&gt;Tim Darlington&lt;/a&gt;. Not sure if you have anyone who is planning to engage in Slack - there is an active RA SIG (#resource-access) as well as a separate group discussing title-level requesting in its own channel. Given the timezone difference, Slack might be the easiest way to engage, and so I&apos;d encourage you to think about having someone join the discussions to learn more and to represent your institution&apos;s development needs. Please feel free to reach out to me or to &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5d794c218ce6b60c3810eb8a&quot; class=&quot;user-hover&quot; rel=&quot;5d794c218ce6b60c3810eb8a&quot; data-account-id=&quot;5d794c218ce6b60c3810eb8a&quot; accountid=&quot;5d794c218ce6b60c3810eb8a&quot; rel=&quot;noreferrer&quot;&gt;Stephanie Buck&lt;/a&gt;&#160;to learn more.&lt;/p&gt;</comment>
                                                            <comment id="10053" author="712020:9a45aac8-d24e-49da-8cd5-50766fefaa8b" created="Mon, 25 Oct 2021 02:13:56 +0000"  >&lt;p&gt;Thanks &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt;, have joined Slack and found the channels.&lt;/p&gt;</comment>
                                                            <comment id="10057" author="5afc1ced2083b15a0bd3e494" created="Wed, 12 Jan 2022 07:42:57 +0000"  >&lt;p&gt;Hi! I was trying to understand the status of this and noticed that this ticket is &quot;In Progress&quot; but also has resolution &quot;Won&apos;t Do&quot;. What does this mean?&lt;br/&gt;
 &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;10667_thumb&quot; href=&quot;/rest/api/3/attachment/content/10667&quot; title=&quot;screenshot-1.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;10667&quot; file-preview-title=&quot;screenshot-1.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10667?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10667&quot; filename=&quot;screenshot-1.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10667&quot; data-attachment-name=&quot;screenshot-1.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;a9b461a5-c537-4973-95b6-d34b7be1ae66&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;</comment>
                                                            <comment id="10060" author="5d794c218ce6b60c3810eb8a" created="Wed, 12 Jan 2022 16:09:07 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc1ced2083b15a0bd3e494&quot; class=&quot;user-hover&quot; rel=&quot;5afc1ced2083b15a0bd3e494&quot; data-account-id=&quot;5afc1ced2083b15a0bd3e494&quot; accountid=&quot;5afc1ced2083b15a0bd3e494&quot; rel=&quot;noreferrer&quot;&gt;Lisa Sj&#246;gren&lt;/a&gt;. The &quot;won&apos;t do&quot; is a mistake. I accidentally closed this out rather than the feature created for spillover stories. This is still in progress and on track.&#160;&lt;/p&gt;</comment>
                                                            <comment id="10064" author="5d794c218ce6b60c3810eb8a" created="Mon, 31 Jan 2022 13:10:36 +0000"  >&lt;p&gt;Completed as defined.&lt;/p&gt;</comment>
                    </comments>
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