Allow patrons to request items from own library via DCB

Allow patrons to request items from own library via DCB

Submitted

Jan 28, 2025

Approved

 

Status

accepted

Impact

medium

Arch Ticket

https://folio-org.atlassian.net/browse/ARCH-303

Prod ticket

https://folio-org.atlassian.net/browse/UXPROD-5114

Problem Statement

Enable library patrons to request items directly from their own library using the DCB system.

Currently, DCB can allow patrons to request material from their own library if running a Polaris or Sierra library management system. But, FOLIO is unable to do the same at this time.

Requirements

See: https://folio-org.atlassian.net/browse/UXPROD-5114

Baseline Solution

See: https://folio-org.atlassian.net/wiki/spaces/FOLIJET/pages/1402320

Target Solution

Key aspects:

  • The transaction for requests from own library should be distinguished from cross-library transactions. To achieve this, one of the two options can be implemented. The implementation should be chosen based on which option would require fewer code changes and less effort.

    • rejected Introduction of a new role “SELF_BORROWING” that would allow the create a DCB transaction that has both item and patron from the same library

    • accepted Repurpose the BORROWING_PICKUP role when the patron and item are from the same library. Add a flag to the payload, such as {“selfBorrowing”: true}.

  • In this case, there is no need to synchronize statuses in different libraries. Because of that, the statuses OPEN and AWAITING_PICKUP are optional, and ITEM_CHECKED_IN is not required

Status transition diagram