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 is in the "Note" field. Marked up with where data is derived from... Data source is DCB	{ "DCBItem" : { "itemUUID": "b0bb7419-ed62-41cc-8377-c0f2ae0ac82d", ## FOLIO unique identifier for the item record provided from DCB after successful request ## "itemTitle": "Test", ## Provided from the DCB after successful request ## "itemBarcode": "DCBItem1", ## Provided from the DCB after hold is triggered by the checkin at the lending site ## "pickupLocation": "Datalogisk Institut", ## Provided from the DCB after successful request as a pickup service point UUID ## "dcbMaterialType": "book", ## Provided from the DCB after successful request ## "dcbLendingLibraryCode": "KU", ## 5 character alphanumeric institution code provided form the DCB after successful request ## "dcbTransactionId": "123" ## Unique transaction id for the lifecycle of the request. Provided to all three roles ## }, "DCBPatron" : { "patronUUID": "07299e95-8c05-444b-ab21-536331a9e514", ## Acquired by DCB via the patron authentication process and then provided from the DCB after successful request ## "dcbPatronGroup": "staff", ## Provided from the DCB using the "virtual patron group" schema provided by DCB after successful request ## "dcbPatronBarcode": "DCBUser1", ## We do not need this bit of information ## "dcbBorrowingLibraryCode": "E", ## 5 character alphanumeric institution code provided form the DCB after successful request ## "dcbTransactionId": "123" ## Unique transaction id for the lifecycle of the request. Provided to all three roles ## } } Gurleen Kaur1 Steve Ellis Irina Pokhylets Alice Kalinowski Vignesh Kalyanasundaram Please see the above payload and my corresponding comments.
Cancel a request (alternate path to fulfillment)	Patron access account info and initiates a cancelation for their request	computer		DCB will regularly poll FOLIO and (based on what I am not yet sure) determine that the request not longer exists. DCB will then cancel the request in the lending library system IFF the item has not yet been put into transit.
Paging	Staff produce pick slips.	computer	"Page" is a type of FOLIO request. Resource	The same or separate pick list as local transactions? There isn't a choice in FOLIO so we need to use the same template as local circulation pick slips. The only template data we may not have is call number and department and in that case, let the fields blank.
	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. to access a Volaris rancher when available
	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. s to access a Volaris rancher when available
	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. to access a Volaris rancher when available
	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