DCB-1528 Same library borrowing

References

Feature implementation summary

Assumptions

• Same server requests are filtered out before reaching this stage

Out of Scope

• Creation of new status for own library requests

• Same server combinations (pickup, supplier, borrower)

• Per library configutation

• LMS exception support, eg, FOLIO, Alma

• Changes to Admin to indicate non-virtual patron

Exclude same library, different pickup resolution

• DCB-1528: Allow patrons to request items from their libraryDraft

• Prevent same library borrowing for pickup anywhere

  • Given same library borrowing is enabled

  • And item is resolved to same library as patron home (supplier == borrower)

  • And pickup location does not belong to patron’s library (pickup != borrower)

  • Then exclude items belonging to the patron’s library from being selected to resolve the request

Refactor workflow determination

• Move workflow determination from supplying agency service to resolution service.

  • Remove setting of active workflow from supplying agency service

  • Set workflow in resolution service

• When determining workflow, add check to set workflow to RET-LOCAL if

  • item is resolved to same library as patron AND

  • pickup location belongs to patron’s library

Verification

• RET-LOCAL (success)

  • Given same library borrowing is enabled

  • And item is resolved to same library as patron home (supplier == borrower)

  • And pickup location does belong to patron’s library (pickup == borrower)

  • Then apply RET-LOCAL workflow to request

  • NOTE this will only set workflow, not yet change subsequent request handling behaviour

• RET-STD

  • Given item is resolved to a different library to the patron home (supplier != borrower)

  • When pickup location belongs to patron’s library (pickup == borrower)

  • Then apply RET-STD workflow to request

• RET-PUA

  • Given item is resolved to a different library to the patron home (supplier != borrower)

  • When pickup location does not belong to patron’s library (pickup != borrower)

  • Then apply RET-PUA workflow to request

  • NOTE this will only set workflow, not yet change subsequent request handling behaviour

  • NOTE pickup and supplying libraries may be the same, so there may only be two, rather than three libraries involved in a Pickup Anywhere scenario

Route to own library request workflow

• Create new transition: PlaceRequestAtOwnLibraryStateTransition

• After resolution, trigger either:

  • PlaceRequestAtSupplyingAgencyStateTransition - when workflow is not RET-LOCAL

  • PlaceRequestAtOwnLibraryStateTransition - when workflow is RET-LOCAL

Apply own library workflow behaviour

• Implement PlaceRequestAtOwnLibraryStateTransition to handle placing request:

  • Do not check for or create virtual patron

  • Place singular hold in the local system (that DCB treats as a supplier request)

    • against verified patron (rather than a virtual patron)

    • setting pickup location to patron defined location (rather than a defined ILL location)

    • and using other parameters as normally used for a supplier request

  • Set request status to REQUEST_PLACED_AT_SUPPLYING_AGENCY

• During HandleSupplierRequestConfirmed, if workflow is RET-LOCAL, apply HANDED_OFF_AS_LOCAL terminating status to DCB request prevent further tracking after request is CONFIRMED

Unknown

• When is the RET-PUA workflow set by DCB?

• Where does Pickup Anywhere locations behaviour fit in?

• Can we use the existing Polaris API?

• What do we need to inject to the own library request from the DCB supplier request (eg, pickup location)?

  • Polaris: use the borrower defined pickup location rather than ILL location?

  • Sierra: ?

• What API should we use for FOLIO?

  • If edge-dcb, which role?

• May need to extend HostLMSClient interface to have method for placing request at same library

Changes to Workflow (Transition to) for Own Library Requests

• SUBMITTED_TO_DCB: no difference (before we know this is a local request)

• PATRON_VERIFIED: no difference (before we know this is a local request)

• RESOLVED: no difference (before we know this is a local request)

  • Set workflow to RET-LOCAL if own library request

• REQUEST_PLACED_AT_SUPPLYING_AGENCY (PlaceRequestAtSupplyingAgencyStateTransition):

  • Only trigger when workflow is not RET-LOCAL

• If workflow is RET-LOCAL, trigger (new) local request transition (PlaceRequestAtOwnLibraryStateTransition)

  • Bypass check for existing virtual patron

  • Do not create virtual patron

  • Place request against real patron

• CONFIRMED:

  • If RET-LOCAL, then auto-transition to HANDED_OFF_AS_LOCAL (terminating state)

  • Otherwise REQUEST_PLACED_AT_BORROWING_AGENCY (by triggering PlaceRequestAtBorrowingAgencyStateTransition)

Scenarios

Pickup Anywhere

• Pickup !== Borrower !== Supplier (all different libraries and servers)

Local

• Borrower === Supplier === Pickup (all same library)

• Borrower == Supplier == Pickup (all same server, different libraries) (assuming pickup locations are unique in server)

Consortial (Standard)

• Pickup == Borrower != Supplier (all different libraries and servers)

Gaps

• 2 servers, 3 different libraries

  • Pickup != Borrower, Pickup == Supplier (pickup from supplier)