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    <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>
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<item>
            <title>[UXPROD-4119] Private requests (Congressional loans)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4119</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/p&gt;

&lt;p&gt;The library needs a way to allow authorized library staff to request items as proxy for patrons who are members of designated groups (congressional loan patrons) that require anonymity and privacy with requests and loans. Only authorized staff should be able to access and view the patron&apos;s account information regarding requests and subsequent loans. Congressional loan patrons can place requests directly with authorized staff via phone, email, fax, etc., and they can also place requests via discovery or OPAC. This is mediated requests with extra security.&lt;/p&gt;

&lt;p&gt;Congressional user data must only be visible to authorized library staff (web interface, apis, exports and all printed slips). Restriction of user data&#160; must not impair&#160; un-authorized library staff members ability to process and fulfill requests.&lt;/p&gt;

&lt;p&gt;The original requester name and barcode should not appear in Requests, Loans, Users, Circulation log and any other circulation data. Only select staff can access original requester data.&lt;/p&gt;

&lt;p&gt;A &quot;waitlist&quot; of requested items that are unavailable (item not on shelf, item on order, etc.) is required, which can be handled by current Requests functionality.&lt;/p&gt;

&lt;p&gt;Library staff need to know when a secure patron has placed a request in the OPAC.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Maintain borrower/requester anonymity and privacy&lt;/li&gt;
	&lt;li&gt;Only authorized library staff must be able to create, edit, and view the patron&apos;s account information on requests, loans, user record and circulation data&lt;/li&gt;
	&lt;li&gt;Authorized staff determine which item should fulfill a request from a congressperson&lt;/li&gt;
	&lt;li&gt;Authorized staff can request items as proxy for patrons&lt;/li&gt;
	&lt;li&gt;Congressional loan patrons can place requests directly via discovery and OPAC, or by email, fax, phone to congressional loan staff&lt;/li&gt;
	&lt;li&gt;Retrieval staff &lt;b&gt;cannot&lt;/b&gt; not see who gets the item (patron data); authorized staff/ Congressional loan staff &lt;b&gt;can&lt;/b&gt; see patron data&lt;/li&gt;
	&lt;li&gt;Staff are able to respond to the request within one hour&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;A &quot;waitlist&quot; of requested items that are unavailable (see Use Case below) &lt;b&gt;(&lt;/b&gt;&lt;em&gt;covered by current Request functionality&lt;/em&gt;)&lt;/li&gt;
	&lt;li&gt;Ability to designate requests as a Rush (defined by 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-4056&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-4056&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Requests: Rush requests&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-4056
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Draft&lt;/span&gt;
            &lt;/span&gt;
)&lt;/li&gt;
	&lt;li&gt;Ability to mediate any type of request by item security level (gold, bronze, etc.), location, patron category (Congressional&#160; patrons), condition, access restrictions, and preservation state (brittle, deacidified).&#160; 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-4062&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-4062&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Requests: Special collections mediated requests&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-4062
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Draft&lt;/span&gt;
            &lt;/span&gt;
&lt;/li&gt;
	&lt;li&gt;Alternative check outs UXPROD-4398&#160;&lt;/li&gt;
	&lt;li&gt;Ability to place requests for items not yet in inventory - this is currently possible by creating a stub item record and placing a request on that item record&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;A Congressperson requests materials to aid research for a bill they are writing. What they request must be as secure and confidential as possible.&#160;&lt;/p&gt;

&lt;p&gt;A staff member from the White House requests materials on behalf of the Administration. What they request must be as secure and confidential as possible.&lt;/p&gt;

&lt;p&gt;As a librarian filling secure requests, I want to make sure there are patron group(s) that will include the requesters in the secure request process.&#160;&lt;/p&gt;

&lt;p&gt;Waitlist Use Case&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Congressional borrower requests via the OPAC an item not yet/never acquired by LC using the Cataloging in Process (CIP) record (for example: &lt;a href=&quot;https://lccn.loc.gov/2023935453&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://lccn.loc.gov/2023935453&lt;/a&gt;), which will be acquired in order to eventually fill the request, if possible.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Functionality within the new Mediated requests app that will support private requests and allow for the following:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Place secure, obfuscated requests&lt;/li&gt;
	&lt;li&gt;Fulfill secure requests&lt;/li&gt;
	&lt;li&gt;Approve or decline item for request fulfillment&lt;/li&gt;
	&lt;li&gt;Unmask requester for CMD charge desk staff&lt;/li&gt;
	&lt;li&gt;Barcode actions - trigger actions to move items through mediated request workflow&#160;&lt;/li&gt;
	&lt;li&gt;Which actions trigger patron notices, pop up notices, and staff slips?&lt;/li&gt;
	&lt;li&gt;Appropriate permissions&#160;&lt;/li&gt;
	&lt;li&gt;Congressional loan team&lt;/li&gt;
	&lt;li&gt;Approved CMD staff that charge and route item for final delivery&lt;/li&gt;
	&lt;li&gt;Retrieval staff requirements around privacy of patrons&lt;/li&gt;
	&lt;li&gt;Performance considerations&lt;/li&gt;
&lt;/ul&gt;


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

&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://ebscoinddev.atlassian.net/l/cp/Erc3U0Xh&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://ebscoinddev.atlassian.net/l/cp/Erc3U0Xh&lt;/a&gt; (This is an internal ebsco link; contact Steph Buck for more info)&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;

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

&lt;p&gt;&#160;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13771">UXPROD-4119</key>
            <summary>Private requests (Congressional loans)</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="3" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/inprogress.png" description="This issue is being actively worked on at the moment by the assignee.">In Progress</status>
                    <statusCategory id="4" key="indeterminate" colorName="yellow"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="5d794c218ce6b60c3810eb8a">Stephanie Buck</assignee>
                                                                <reporter accountid="5d794c218ce6b60c3810eb8a">Stephanie Buck</reporter>
                                    <labels>
                            <label>IC_review</label>
                            <label>LC-priority2</label>
                            <label>SolutionArchitecture</label>
                            <label>acs</label>
                            <label>at-risk</label>
                            <label>ecs</label>
                            <label>loc</label>
                            <label>requests</label>
                            <label>requires-discussion</label>
                    </labels>
                <created>Fri, 10 Mar 2023 17:02:19 +0000</created>
                <updated>Wed, 7 Feb 2024 15:16:15 +0000</updated>
                                                            <fixVersion>Ramsons (R2 2024)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="18303" author="5d794c218ce6b60c3810eb8a" created="Mon, 9 Oct 2023 13:59:52 +0000"  >&lt;p&gt;Blocked as we work through workflows, architectural design, and timelines.&#160;&lt;/p&gt;</comment>
                                                            <comment id="18304" author="557058:56d17d25-b547-4ef9-a521-1e213f0374b3" created="Wed, 15 Nov 2023 15:00:48 +0000"  >&lt;p&gt;Hi &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; I&apos;ve started to add some very rough mocks here:&lt;br/&gt;
&lt;a href=&quot;https://drive.google.com/drive/folders/1Jfx6fj2dl1EI7xqFcaVI766VLStm508E?usp=drive_link&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://drive.google.com/drive/folders/1Jfx6fj2dl1EI7xqFcaVI766VLStm508E?usp=drive_link&lt;/a&gt;&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10000">
                    <name>Blocks</name>
                                            <outwardlinks description="blocks">
                                        <issuelink>
            <issuekey id="29540">UX-525</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10010">
                    <name>Continues</name>
                                                                <inwardlinks description="is continued by">
                                        <issuelink>
            <issuekey id="13506">UXPROD-4595</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="47675">CIRC-2000</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74740">MODAUD-179</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44072">UIU-3006</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="58450">UICIRC-1030</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="68607">UICHKIN-410</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="79104">UIREQMED-13</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                            <issuelinktype id="10009">
                    <name>Gantt End to End</name>
                                            <outwardlinks description="has to be finished together with">
                                        <issuelink>
            <issuekey id="13745">UXPROD-4559</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10215">UXPROD-4657</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="13443">UXPROD-4056</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13446">UXPROD-4062</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                    </issuelinks>
                <attachments>
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                            <attachment id="10270" name="Life Cycle of a Congressional Requestcf625310bce8252cc87d44861bb4a802a695d3f491d56b6d7a99673a9cb102cd.docx" size="24594" author="5d794c218ce6b60c3810eb8a" created="Wed, 28 Jun 2023 15:07:26 +0000"/>
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