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Overview

Item resolution is the last in a series of steps to determine which item OpenRS will select for placing a request. Currently, items that are checked out or have item holds cannot be requested via OpenRS. The purpose of DCB-1530 and DCB-1549 is to augment the existing item resolution capabilities such that checked outs and items with holds can be considered for selection. The business goal of these capabilities is to increase the volume of OpenRS borrowing and to increase the speed of item delivery to patrons. These two issues are contractual obligations to MOBIUS but are likely to be used by GALILEO and other new OpenRS consortium.

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  • On-shelf ranks above loans

  • Loans rank 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.

  • When all item selection criterion are equal (e.g. all items on-shelf) and geographic proximity is enabled, use geographic proximity to determine which item is selected to place the request

    • If no other selection criterion are enabled, choose an item at random.

Acceptance criteria

See Rules

Scope

  • Platforms/LMS: Polaris, FOLIO, Sierra

  • Can support platforms that do not return hold data

  • Uses existing methods to get holds from an LMS except where noted

  • Manual selection of itemsd

Out of scope

  • bib/instances/volume holds