Circulation Interactions Allowed By Item Status
There are various controls around item status transitions that are built into FOLIO - basically, if an item is in a particular state, can certain actions happen on the item? The table below lists the hardcoded behavior as of the Iris release.
Can an item with the status in column A be acted upon by the workflows below? | |||||||
Item Status | Check out | Renew | Declare lost | Aged to Lost | Change due date | Claim returned | Check in |
|---|---|---|---|---|---|---|---|
On order | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow |
In process | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow |
Available | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow |
Checked out | Prevent | Allow | Allow | Allow | Allow | Allow | Allow |
In transit | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow |
Awaiting pickup | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow |
Missing | Allow with warning | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow with warning |
Long missing | Allow with warning | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow with warning |
Withdrawn | Allow with warning | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow with warning |
Claim returned | Prevent | Prevent | Allow | N/A since aged to lost processes stop once item is claim returned | Prevent | Not yet prevented - see UXPROD-2745 | Allow with warning |
Declared lost | Prevent | Allow through override | Prevent | N/A since item has already entered lost status | Prevent | Allow | Allow with warning |
Aged to lost | Prevent | Allow through override | Allow | N/A - since status is set by system, it would not happen twice | Prevent | Allow | Allow with warning |
Lost and paid | Allow with warning | N/A since item is not on loan | N/A since status would be set once fine is paid | N/A - item is already in lost state | N/A since item is not on loan | N/A since patron has paid item - you can't run this process back | Allow with warning |
Paged | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow |
In process (non-requestable) | Allow with warning | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow with warning |
Intellectual item | Prevent | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Prevent |
Unavailable | Allow with warning | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow with warning |
Restricted | Allow with warning | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow with warning |
Unknown | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow with warning |
Awaiting delivery | Allow | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow |
Order closed | Allow without warning (UXPROD-3863) | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | Allow without warning (UXPROD-3864) |
Recently returned (NOT YET IMPLEMENTED) | N/A | N/A | N/A | N/A | N/A | ||
Available in ASR (NOT YET IMPLEMENTED) | UXPROD-1516 | N/A | N/A | N/A | N/A | N/A | UXPROD-1516 |
Retrieving from ASR (NOT YET IMPLEMENTED) | UXPROD-1516 | N/A | N/A | N/A | N/A | N/A | UXPROD-1516 |
Missing from ASR (NOT YET IMPLEMENTED) | UXPROD-1516 | N/A | N/A | N/A | N/A | N/A | UXPROD-1516 |