DCB requesting workflow
Lending fulfillment workflow
Catalog Mode
The virtual patron is created.
An item-level hold is created and linked to the virtual patron.
A paging slip is generated.
Checkin the item and trigger the hold.
The item state changes to In-Transit and a staff message is added to the item.
Ability to checkin the item from the borrowing library.
Notices mode
Item paging slip (email)
Check-in mode
In-Transit
Borrowing fulfillment workflow
Checkout mode – patron record and hold
The virtual bib and item is created.
An item-level hold is created and linked to the borrowers patron record.
Checkin the virtual item and trigger the hold.
The virtual item state is transitoned to "!" On Holdshelf.
A patron notification is gererated.
Ability to checkout the item to the patron.
Ability to checkin the item from the patron and transition the item to an In-Transit state back to the lending library.
Checkin mode – receive item
Checkout mode – patron loan
A peak at the item at the lending library…
Checkin mode – item return from patron
Lending Library Checkin mode – item returned
Patron cancellation workflow
Screen recording for WebPAC, Encore
In Sierra and patron facing applications like OPACs and Discovery applications, ability to cancel a request. Request should immediately clear from the patron record.