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Below is the Mediated Request and Circulation Request statuses diagram and the mapping between them.

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State diagram and actions/statuses/steps

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Possible mediated request statuses and steps

Status - Step

Can the patron cancel Mediated requests via Locate?

Can unauthorized staff cancel Mediated requests?

Can authorized staff cancel Mediated requests?

New - Awaiting confirmation

(tick) YES

N/A. Staff will decline with a Note

(tick) YES

Open - Not yet filled

(tick) YES

(tick) YES

(error) NO

Open - In transit for approval

(tick) YES

(tick) YES

(error) NO

Open - Item arrived

(tick) YES

(tick) YES

(error) NO

Open - In transit to be checked out

(tick) YES

(tick) YES

(error) NO

Open - Awaiting pickup

(tick) YES

(tick) YES

(error) NO

Open - Awaiting delivery

(tick) YES

(tick) YES

(error) NO

Closed - Filled

no further actions are allowed

no further actions are allowed

no further actions are allowed

Closed - Declined

no further actions are allowed

no further actions are allowed

no further actions are allowed

Closed - Cancelled

no further actions are allowed

no further actions are allowed

no further actions are allowed

Outstanding questions

  • Can a Secure patron cancel in the Locate their request at any step, or could there be restrictions?

  • (tick) Can authorized personnel cancel a request on behalf of a Secure Patron using the Mediated Requests app?
    SB: Yes

  • (tick) Is it true that authorized personnel can only decline a request in the Mediated Requests app at the "Awaiting Confirmation" step (as an alternative to the "Confirm Request" action)?
    SB: Yes. A mediated request can be declined while in the Awaiting confirmation status. Once it becomes a circulation request, it can be canceled.