DCB requesting workflow
Confirm the circulation status of the test record.
Place a hold on the test record, this should take you to the affiliated institution drop down.
Confirm your institution is represented as desired and select it.
Confirm the credential prompts are correct and enter credentials.
When the place hold modal displays, confirm all of the pickup locations for your institution are represented as desired and select the pickup location.
Confirm the request is successfully placed.
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.