Full Circulation Lifecycle

Borrowing/pickup library

Lending library

Task	Step	Operation type	Data elements and sources	Note
Request an Item	Patron places a successful request for a resource in the union catalog. This results in a request being generated for an item from a consortium member.	computer	Payload from Gurleen Data source is DCB	Tim Auger Add screens that are marked up with the data and how it is constructed into the code value.


Paging	Staff produce pick slips.	computer		The same or separate pick list as local transactions? Let the customer decide. Tim Auger Mark up a pick list template indicating which fields are relevant and their source (DCB, FOLIO) and what to do with null values.
	Using the pick list to locate the item, staff collects the item and places it on a book cart.	non-computer	N/A
	Repeat the above until the staff's pick list is exhausted.	non-computer	N/A
	Staff will move the book cart to a designated circulation FOLIO checkin station.	non-computer	N/A
Trigger a hold	Check-in the item using the FOLIO checkin application.	computer		Tim Auger Identify the differences, if any, from standard circulation transactions.
	FOLIO checkin returns with a prompt to produce an in-transit slip(?). The transit slip contains information needed to deliver the item to the pickup location.	computer		This could be an opportunity to envision what it would look like if we integrate directly into a courier's logistics system. This is a post go-live opportunity.
	Package the item for the courier service (include the in-transit slip with the item).	non-computer	N/A
	Ship the item to the designated pickup location Courier services track items in bags and/or bins so that on receipt, they simply scan the bag/bin barcode and all associated items are checked into the courier service system. There is no integration with FOLIO or DCB and the courier systems.	non-computer	N/A
	Delivered to designated pickup location	non-computer	N/A
Checkin item	Using FOLIO's checkin application, trigger the hold and, assuming it is at the destination pickup service point, prompt the user to place the item on the holdshelf.	computer		Standard circulation configuration capabilities for intra or interlibrary loan. A nifty configuration design makes it possible.
	Staff places the item on the holdshelf with user defined alias (or patron last name if PII is not really a concern) printed on paper and inserted into the book as a book mark.	non-computer	N/A
	Patron is notified of the item's status and the number of days it will remain available on the hold-shelf without returning the item to the owning library	computer		Notice templates can be incorporated into local or kept separate.
Check out item	Patron enters library and picks up his reserved item from the hold-shelf.	non-computer	N/A	The easy policy.
	Using FOLIO's checkout application, staff loans the item to the patron.	computer		Tim AugerMark up screens to id the differences. Share.
	Patron returns the item to the borrowing library	non-computer	N/A
Checkin item	Using FOLIO's checkin application, the item is checked in and will be prompted to put the item into transit to the item lending library.	computer		Tim Augerto identify the subset of fields required for a transit slip.
	Package the item for the courier service (include the in-transit slip with the item).	non-computer	N/A
	Ship the item to the designated pickup location Courier services track items in bags and/or bins so that on receipt, they simply scan the bag/bin barcode and all associated items are checked into the courier service system. There is no integration with FOLIO or DCB and the courier systems.	non-computer	N/A
	Item arrives at the destination location	non-computer	N/A
Checkin item	Assuming the user is assigned an appropriate service point.	computer
	Transaction is terminated; virtual records are removed.	computer