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.
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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 ordered for that location;
- Items need to be put in transit to that location;
- Fines need to be charged for transactions that occur at that location;
Considerations for Implementation
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 and Check-Out app must have a service point assigned to them in their user record. Also Users? For Fines?
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
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 UXPROD-527 - Getting issue details... STATUS to monitor status)
- 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
There is no out of the box searching in this section of FOLIO.
Functional workflows
Describe available tasks that can be conducted in the app. To document those tasks, create a new page and link it to this page.
Describe action-based permissions that are connected to these functional workflows, if any.
- Creating a new Service Point
- Modifying a Service Point
- Adding a Service Point to a User Record
Reporting
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 - 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
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