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| Withdrawn | Allow with warning | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A since item is not on loan | N/A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) | UXPROD-527 | N/A | N/A | N/A | N/A | N/A | UXPROD-527 |
| 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 |
, multiple selections available,