The ask

If a patron walks into an OpenRS library configured to participate in the consortium on-site borrowing program, the supplying library staff member should be able to sign into Locate DCB, select the item and select “check out item at current location” (see for the foundation development). Provided that the patron passes the existing eligibility tests, DCB will create a virtual bib/item at the borrowing library and the virtual patron. DCB will the immediately follow with a checkout of the item to the virtual patron. This will also trigger a loan of the virtual item at the borrowing library to the patron.

The flow

• A staff member provides the patron barcode and patron’s library to validate.

• They are then taken to a modal similar to a pre-set “manual selection” staff requesting modal.

  • However, because the item must be in the “current location” library, there will not be any option to select item agency / Host LMS, as we will know this already from the current location library.

  • We may have to ask the staff member to specify the current location library.

  • Item barcode / ID will still be needed.

  • Requester note will specify that this is a case of on-site borrowing.

  • Pickup location list will be set to only those for the “current location” library.

• A request will be placed on submit.

  • If it is possible to immediately checkout this request, we will display an alert to the user telling them that the item has successfully been checked out, and they can see the patron request in DCB Admin at the link provided.

  • If it is not possible to immediately checkout, we will instead display a way of tracking progress through the statuses for the staff member.