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ActionNotes
Instance detail screen

Status is always "Available" or "Unavailable".  Currently, this approximates whether or not the item can be requested but it's not a perfect overlap. This needs both definition and reconciliation.


A document that elaborates on the display behavior for instances and items in the DCB union catalog, can be found here.

Patron authentication

Patrons have two paths to authenticate in OpenRS. 1) Select the avatar in the upper right corner of the screen where the user will be prompted to "sign-in" or 2) Click on "place hold" button underneath the instance title. 

In both cases, if the patron has not already authenticated in the current browser session, they will be prompted for their institutional affiliation. From there, they will be prompted for their credentials. OpenRS supports both SSL and native ILS authentication (e.g. barcode and PIN).

Authentication is performed against the ILS. Patron record lookups are always against the ILS/LMS. No patron data is stored in DCB.

  

Place hold

After the patron is authenticated, the patron is prompted to select a pickup location and then click on the "place hold" button. After that, you will see a spinning circle and, in the background DCB executes RTAC again to acquire the latest state information from the ILS/LMS' with items.

A document that elaborates on the behavior for instances and items in the DCB union catalog, can be found here.

Hold placed
Need hold results screens here.


Request in FOLIO


Supplier request

Next steps:

-identify what data elements are created from where.

-add more context.


Virtual patron
Borrower request

Virtual item

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