Cross Tenant Unmediated Requesting

GOAL - Stories and specs completed by November, 2019


The following are the draft user story documents:

Patron Story 

Staff Story - Owning Library

Staff Story - Patron Library

Staff Story - Pickup Library is not the patron library

System specific functionality

New story, or integrated story of Central routing


Consortia SIG - Cross tenant, central office functionality - white paper

Related functionality: Central Office App - brief explanation


FOLIO Request Functionality (2019)

Cate Boerema demo Part 1 3-11-19

Cate Boerema demo Part 2 3-11-19

Cate Boerema demo Part 3 3-11-19


Current Request Status

Older Documentation

Assumptions:

All participating libraries are on FOLIO

Patrons from all involved libraries have the ability to search the other libraries' items (Discovery/Union catalog)

All participating libraries have an item sharing relationship

Patron's library is responsible for any fines charged by the owning library

Owning library sets loan rules on items borrowed by other libraries' patrons to the patrons library

Patron's library can modify loan rules - so long as they are within parameters set by Owning Library

Patron's library send the notices, assess fines and fees, etc for the patron 

Patrons will have the option to request, recall, borrow, renew, and return specified items within rules set by the Owning Library's rules

Patron is responsible for item to their own library

The patron's library is responsible for item to the owning library

Patron is given the option to pickup and return item to any system-specified location

Applies only to physical items, not electronic

Integrated, as much as is feasible, within the Single tenant requesting app, including the following:

  • Request types
    • Holds
    • Recalls
    • Page
    • Item level and holding level
  • Notices
  • Reports
  • Patron experience

As of 7/31/19 - we are not including Booking of an item functionality as it is not developed in FOLIO. But we are interested when it is developed