Requests - Considerations for Migration

Basic information on the requests app can be found here: https://docs.folio.org/docs/access/requests/requests/

Migrating using business logic

One migration path is to use FOLIO's business logic APIs to migrate your requests. The advantage of doing so is that the business logic APIs will handle things like creating notices

You can create requests by doing a POST to circulation/requests in mod-circulation: https://s3.amazonaws.com/foliodocs/api/mod-circulation/circulation.html

Title-Level Requesting and Migration

FOLIO supports title-level requesting, though it is in development with each release; your library should review the current functionality of title-level requesting for your planned FOLIO release and decide if you want to start with title-level requesting on or off.

The main consideration is that the first time title-level requesting is turned, FOLIO should have no open requests in the Requests app.

The reason for this requirement is that title-level requesting requires managing queues of requests, and if there are open requests previously placed at the item level, there is no way for FOLIO to be able to determine how to manage the ranking and queues for title-level requesting on that associated instance.

So, if your library wants to use title-level requesting, it is much easier to use it from the beginning of when you first implement FOLIO in your production environment, because you can start that environment fresh and not have to figure out how to close out the request queue to implement title-level.

Migration to the correct request types

FOLIO has three request types.

Hold. The item has been requested and is not currently available.
Page. The item has been requested and has a status of Available.
Recall. The item has been recalled (shortening the loan period of the patron who currently has the item.)

Request types are part of the request POST and depend on the item status and the allowed request types in the applicable request policy. That means that if you are using business logic to migrate, you need to determine the associated request type in order to form the API request.

If the request policy doesn't allow any requests to be placed, the request will be denied.

This chart below outlines how the mapping works:

FOLIO item status	Request Policy			Item Status and Request Policy	Notes
	Recall Allowed?	Holds Allowed?	Page Allowed?
Aged to lost	Either	Either	Either	Deny request	Item status type does not allow requesting
Available	Either	Either	No	Deny request	Available items can only be paged.
Available	Either	Either	Yes	Page
Awaiting delivery	No	No	Yes	Deny request	You cannot page an "Awaiting delivery" item
Awaiting delivery	No	Yes	Either	Hold
Awaiting delivery	Yes	Either	Either	Recall
Awaiting Pickup	No	No	Yes	Deny request	You cannot page an awaiting pickup item
Awaiting Pickup	No	Yes	Either	Hold
Awaiting Pickup	Yes	Either	Either	Recall
Checked Out	No	No	Yes	Deny request	You cannot page a checked out item.
Checked Out	No	Yes	Either	Hold
Checked Out	Yes	Either	Either	Recall
Claim returned	Either	Either	Either	Deny request	Item status type does not allow requesting
Declared lost	Either	Either	Either	Deny request	Item status type does not allow requesting
In process	No	No	Yes	Deny request	You cannot page an in process item.
In process	No	Yes	Either	Hold
In process	Yes	Either	Either	Recall
In process (non-requestable)	Either	Either	Either	Deny request	Item status type does not allow requesting
In transit	No	No	Yes	Deny request	You cannot page an in transit item.
In transit	No	Yes	Either	Hold
In transit	Yes	Either	Either	Recall
Intellectual item	Either	Either	Either	Deny request	Item status type does not allow requesting
Long missing	Either	Either	Either	Deny request	Item status type does not allow requesting
Lost and paid	Either	Either	Either	Deny request	Item status type does not allow requesting
Missing	Either	No	Either	Deny request	You cannot place a page or recall on a missing item.
Missing	Either	Yes	Either	Hold	You are allowed to place a hold on a missing item.
On order	No	No	Yes	Deny request	You cannot page an on order item
On order	No	Yes	Either	Hold
On order	Yes	Either	Either	Recall
Order closed	Either	Either	Either	Deny request	Item status type does not allow requesting
Paged	No	No	Yes	Deny request	You cannot page a paged item.
Paged	Either	Yes	Either	Hold
Paged	Yes	Either	Either	Recall
Recently returned	Either	Either	No	Deny request	Recently returned items can only be paged.
Recently returned	Either	Either	Yes	Page
Restricted	No	No	Yes	Deny request	You cannot page a restricted item.
Restricted	No	Yes	Either	Hold
Restricted	Yes	Either	Either	Recall
Unavailable	Either	Either	Either	Deny request	Item status type does not allow requesting
Unknown	Either	Either	Either	Deny request	Item status type does not allow requesting
Withdrawn	Either	Either	Either	Deny request	Item status type does not allow requesting

Migrating directly to storage

If your institution has migrated requests directly to storage, please add notes here as to your experience / tips for the process.