Page Comparison

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Overview

Introduce new item resolution capabilities that increases the volume of OpenRS borrowing and the speed of item delivery to patrons. Other item resolution capabilities will better balance the distribution of item requests for suppliers.

In the first release of new item resolution capabilities, OpenRS will allow requests on items with holds and, items that are checked out.

In a subsequent release, two additional capabilities will be introduced. One is to prioritize item resolution by preferred suppliers. The other is to use automated request balancing to provide more even distribution of item requests to suppliers.

All request capabilities must be compatible with one another and yet must stand independently without reliance on any other resolution factor. A set of rules and the ordering of those rules is intended to funnel down to the item which best achieves the goal(s) of the capability. For the first release, the order of rules will remain static. For the subsequent release, it is yet to be determined whether static or dynamic ordering will be required.

Scope

Releases

Requirements, implementation and deployment are staggered by release and grouped by customer.

Release 3 will meet the delivery of MOBIUS contractual development:

Release 6 will meet the delivery of GALILEO contractual development:

Functionality

Item resolution factors

Following are the item resolution factors corresponding to each capability. The list includes existing and new capabilities by release:

• Circulation status (existing)

• Geographic proximity (existing)

• Loans (release 3)

• Holds (release 3)

• Preferred suppliers (release 6)

• Auto request balancing (release 6)

Rules

Loans and holds

The following rules ranked by order of evaluation are intended to support the goals for each capability:

The primary driver in determining item resolution is speed of delivery.

Factors used to determine item resolution are:

• Circulation status

• Loans

• Holds

• Geographic proximity

Rules

• On-shelf ranks above loans, ranks above holds 

• When all items are loaned, the item due soonest is selected 

  • Overdue items are not resolvable.

• When all items have holds, the item with the least number of holds is selected. 

• If a library system is unable to supply an item count of holds because the platform does not support it (e.g. Polaris), rank items from that library lower than other libraries that are able to provide hold count.

• selected 

• When all item resolution determinants are equal (e.g. all items on-shelf) and geographic proximity is enabled and preferred suppliers are not enabled, use geographic use  geographic proximity to determine which item is selected to place the request

  • If no other resolution determinants are enabled, choose an item at random.

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• item for resolution 

• When preferred suppliers are also enabled, use a preferred supplier from the same group. 

• If more than one supplier in the same group, use geographic proximity OR load balancing to make the selection 

• If a preferred supplier is not found, and more than one supplier is outside the preferred group, use geographic proximity or load balancing to make the selection

Acceptance Criteria

• When an item is not selectable…

• When an item….

Filter and Sort / Pool and Rank

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