Information in italics is intended to provide guidance while writing documentation and in general should be removed when a doc is at a v.1 stage.
The italics are suggestions to help guide what might go in a particular section. If you feel a section does not apply to the app or feature, please keep the section but just add that it does not apply.
If you feel it makes more sense for your documentation, you can move sections up and down.
Purpose
Describe the intended use of the app or part of FOLIO. This may be short or long, depending. You could describe things like common workflows that take place in the app; configuration options; whether an app has specific integrations with outside vendors.
A service point is FOLIO terminology for a library staff work location.
A service point is needed when you want to have at least one of the following services available:
- Patrons need to be able to request items to be delivered to that location for them;
- Patrons need to be able to request items to be held at that location for them;
- Patrons need to be able to check out items
- Patrons need to be able to check in items
...
- Items need to be put in transit to that location;
- Fines need to be charged for transactions that occur at that location;
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Every location that has physical items needs an associated primary service point in order to manage those items. Therefore, you should create your desired service points before creating your location hierarchy. Staff who use the Check-In, Check-Out, Users, and Request apps must have a service point assigned to them in their user record. There is no requirement that a service desk be a place that is providing service to patrons. In fact, libraries may find that it is helpful to establish internal service points for areas such as shelving, conservation, or collection development. It is really up to the individual library. |
Permissions
Describe permissions that apply to the app or section you are outlining. Include default permissions and permission sets; dependencies that exist with permissions in other apps/parts of FOLIO.
Describe action-based permissions (if any) that apply to the app or section you are outlining, including permission dependencies and associated functional workflows.
Describe what each permission does, in language accessible to non-IT library staff.
UX/UI
...
There is one permission for service point management in settings:
- Settings (tenant): Can create, edit and remove service points
There are no action-based permissions associated with this area of settings.
UX/UI
Service point configuration options include:
- Name
- Must be unique to the tenant
- Code
- Must be unique to the tenant
- Discovery Display Name
- Description
- Shelving Lag Time
- Used to support Recently Returned, not yet implemented (see
to monitor status)Jira Legacy server System JIRA serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UXPROD-527
- Used to support Recently Returned, not yet implemented (see
- Pickup Location (Yes/No)
- Print by Default options for Hold, Pick Slip,
...
- Request Delivery, Transit.
Locations that have that service point assigned to them (either as primary service point or other) will display in an accordion below the configuration fields.
In addition, creating a Service Point will create an associated Calendar with the same name. The calendar is where you update opening and closing hours for that service point.
Searching
Describe pathways for searching in the app/feature through the UI.
Describe fields that are indexed in the back end specifically for searching
Describe any advanced searching features and how they would work.
Functional workflows
...
There is no out of the box searching in this section of FOLIO.
Functional workflows
- Creating a new Service Point
- Modifying a Service Point
- Adding a Service Point to a User Record
Reporting
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There are no in-app reports
...
available in this section of FOLIO.
There are no
...
known LDP reports that use data from this section of FOLIO
...
Integrations
Describe any APIs that interact with the app. Provide links to the API / module information in Github.
Describe integrations that individual libraries may wish to develop for this app / area of FOLIO, if relevant.
If existing integrations have been developed by adopting libraries, provide links to the integration in Github or wherever the information can be found.
Describe and include any permanent links such as a link structure to records, searches, etc
Considerations for Implementation
Describe decisions or implications that need to be considered when implementing this feature.
Include topics such as order of operations during implementation or affects of implementing in a certain way.
...
- however, there will be many LDP reports that return service points as part of their queries, including those related to circulation statistics and patron fee/fines.
Integrations
Service point management happens through mod-inventory-storage on the backend.
Service Point APIs (automatically generated docs):
- https://s3.amazonaws.com/foliodocs/api/mod-inventory-storage/service-point.html
- https://s3.amazonaws.com/foliodocs/api/mod-inventory-storage/service-points-user.html