Requirements

• A library staff user must be authenticated to access the proxy request feature.

• A library staff user authenticating against their own library system is not required.

• Library staff users should remain authenticated for a session that lasts as long as an existing DCB Admin session.

• Library staff users must identify the library of the patron being used to make a request. This is the equivalent to the “Affiliated institution” selector in Locate DCB.

• Library staff users, when providing patron authentication credentials, will only authenticate against patron barcode.

• Library staff users also want to be presented with the option to manually select an item or allow the system to automatically select an item based on resolution criteria.

• Existing eligibility and blocks, circulatability and requestability workflows, behaviors and corresponding downstream functionality continues to be honored.

• DCB needs to track proxy requests v. patron requests and available in the full display of a patron request.

Technical Flow

• The user inputs a barcode and selects the library they want to make a staff request for ("affiliated institution")

• We take the barcode and the agency code from the library and use it to do a patron lookup

• The result of that lookup (and bib cluster ID from shared index record) is then used to provide the basis of the request to /place a patron request.

• They then select a pickup location and choose either ‘automatic’ or ‘manual’ selection. If manual selection is chosen they must provide criteria (agency, item id etc)

• They can also provide a requester note: we add to this note that this is a staff request

• A success / error alert is shown, and if successful, we show a link to the request in DCB Admin