Requesting serials: one patron request for multiple items

UXPROD-5398

Technical designs (in progress)

Current situation or problem:

Requests for multivolume series and continuing resources can only be done at the item level. Patrons should be able to request several parts/volumes in discovery/OPAC in one form. Each part/volume requested in discovery/OPAC requires a separate request in FOLIO. Staff need to have retrieval/pick slips for the requested parts/volumes print from FOLIO.

In scope:

A thin thread solution that allows FOLIO to receive item level requests (all request types - page, recall, and hold) for parts/volumes of serials and multipart monographs from OPAC/Discovery (as a single patron request) and create individual requests in FOLIO for each part/volume requested. It is necessary that each part/volume be requested to enable check out of the requested materials. Currently, all materials must be requested to enable check out in FOLIO with mod-tlr enabled. This should work for single tenant and standard ECS libraries as well. All OPAC/discovery tools should be able to access and utilize this development (VuFInd, Blacklight, EDS, Locate, etc.).

Applicable for serials and collected works (multipart instance records)

Dependencies:

• Edge APIs

  • edge-patron

• RTAC(?)

Potential integration points:

• API (discovery/opac)

• Search

Out of scope:

This does not cover tech designs, requirements estimates, or dev work required in OPAC/Discovery

Request outcomes:

When a request is placed in FOLIO via OPAC/Discovery, the following outcomes are possible:

• Request is not placed successfully, and an error is sent

  • Circulation rules conflict, i.e., Patron and item combination not allowed

  • Missing item or other issue with item being found or loaned (item status does not allow request type)

  • System error (tech fluke)

• Request successfully placed, depending on request policies, loan policies, and patron group, as

  • PAGE

  • HOLD

  • RECALL

    • Open - Not yet filled

    • Open - Awaiting pickup

    • Open - Awaiting delivery

    • Open - In transit

    • Closed - Filled

    • Closed - Unfilled

    • Closed - Cancelled

    • Closed - Pickup expired