Workflows (Both non-Congressional and Congressional)

Please note that in some steps, scanning an item’s barcode that you have in hand may be more efficient than the steps outlined below. The steps below were written without the benefit of barcodes or scanners.

ECS Requests & Loans - non-Congressional

1. Create a request (either TRL or IRL) via the Borrowing (Central) tenant in the Requests app

   1. Inventory item status = “Paged” (for Page requests)

   2. Request status = “Open – Not yet filled”

   3. Lending tenant Inventory item status = “Paged” (for Page requests)

   4. Lending tenant Request status = “Open – Not yet filled”

2. Switch tenant affiliation to lending tenant and select a Service point (SP) other than the Pickup SP

3. Check in item in lending tenant using Check in app

   1. Item sent In transit to Pickup SP (In transit slip prints)

   2. Inventory item status = “In transit”

   3. Request status = “Open – In transit”

   4. Borrowing tenant Inventory item status = “In transit”

   5. Borrowing tenant Request status = “Open - In transit”

4. Switch tenant affiliation to Borrowing tenant (e.g., Central tenant) and select the Pickup SP

5. Check Item in via Borrowing tenant using Check in app

   1. Inventory item status = “Awaiting pickup”

   2. Request status = “Open – Awaiting pickup”

   3. Lending tenant Inventory item status = “Awaiting pickup”

   4. Lending tenant Request status = “Open - Awaiting pickup”

6. Check out item in Borrowing tenant using Check out app (tested with Pickup SP, though SP likely does not matter at this point)

   1. Inventory item status = “Checked out”

   2. Request status = “Closed – Filled”

   3. Lending tenant Inventory item status = “Checked out”

   4. Lending tenant Request status = “Closed - filled”

   5. Lending tenant Request details item status = “Checked out”

7. Check in item in Borrowing tenant using Check in app, with SP other than DCB (Returning materials)

   1. Inventory item status = “Checked out”

   2. Request = “Closed - filled”

   3. Check out item status = “In transit”
      (Note: Make note of service point the item is being sent to for steps 8 and 9)

   4. Request details item status = “In transit”

   5. Loan can be seen in User’s Closed loans via Central tenant

   6. Lending tenant Inventory item status = “Checked out”

   7. Lending tenant Request status = “Closed - filled”

   8. Lending tenant Request details item status = “Checked out”

8. Switch tenant affiliation to Lending tenant and select the SP associated with the item’s effective location
   (Note: The In transit pop up in step 7c will display the correct Service point.)

9. Check in item in Lending tenant using Check in app

   1. Inventory item status = “Available”

   2. Request status = “Closed - filled”

   3. Request details item status = “Available”

   4. Borrowing Inventory item status = “Available”

   5. Borrowing request status = “Closed - filled”

   6. Borrowing request details item status = “In transit”

Notes:

• When the loan is closed and the item is returned to the shelf, the Borrowing tenant’s Inventory record for the shadow item record will show an Effective location of DCB, and an item status of Checked out. This is expected behavior. Please see release notes for more details.

• An item’s tenant and effective location can be found in Central tenant Inventory.

• If a Hold is placed for a second Patron on an Item during the initial Requests process for the first Patron (e.g., Request for first Patron still has an Open status), during the returns process of the Item from the first Patron, upon Central tenant Check in, the Central tenant loan will close and the Item will route to the Pickup Service point for the second Patron requester. Upon checking the Item out to the second Patron, the first Patron’s loan in the Data tenant will close.

The workflow can also be found as a word document here.

 ECS Mediated & Private requests - Congressional

Mediated - Secure tenant requesting - LOC.docx