DCB-928 Supplier-side cancellation

Key Notes

• Re-requesting is not possible in FOLIO currently, so this will not be available to 62 of 81 libraries until EBSCO make API changes..

Iteration 1: Detect Supplier Cancellation

1. Extend tracking to check for cancelled lending request. Exit if not.

2. If found, handle

   1. change DCB supplier request local_request_status to CANCELLED

   2. change DCB patron request status to NOT_SUPPLIED_CURRENT_SUPPLIER

Iteration 2: Terminate Supplier Cancelled Request

1. Add hook new transition NOT_SUPPLIED_CURRENT_SUPPLIER to

   1. transition patron request at borrower to CANCELLED

   2. transition DCB patron request status to NO_ITEMS_AVAILABLE_AT_ANY_AGENCY (which is currently a terminal state that does not clean up records)

NOTIFICATION TO PATRON AUTOMATICALLY HANDLED?

Iteration 3: Re-resolve request

1. Add condition to NOT_SUPPLIED_CURRENT_SUPPLIER to handle re-resolution, excluding cancelling agency

2. If alternative item is selectable, then

   1. Iteration 3.1

      1. delete existing DCB supplier request … can no longer update supplier

      2. create new DCB supplier request

      3. place request at new supplier for selected item

   2. Iteration 3.2

      1. update request at borrower with new fulfilment details (not supported in FOLIO)

3. If no alternative item is selectable, complete Terminate Supplier Cancelled Request

NOTE:  work that is needed by EBSCO in mod-dcb, locate or other modules to support FOLIO borrower request updates

Iteration 4: Cancel terminated supplier requests

1. Transition DCB patron requests in state NO_ITEMS_AVAILABLE_AT_ANY_AGENCY to CANCELLED (which progresses to COMPLETED)

Iteration 5: Add logging for request traceability

NOTE: This could happen in parallel to other iteration

1. Add supplier request details to audit log after resolution