ILL Circulation RFC
Jump to navigation
Jump to search
RFC: Inter-Library Loan Circulation Handling
Status: | development | |
Sponsored by: | Loughborough University & PTFS Europe | |
Developed by: | Andrew Isherwood (PTFS Europe) | |
Expected for: | ||
Bug number: | Bug 23112 | |
Work in progress repository: | No URL given. | |
Description: | The ILL framework we have supports the tracking of outgoing ILL requests well, but once the item has arrived at the library there isn't a clear workflow for lending it to the end users yet. This bug aims to deal with this oversight. |
Workflow Agreed with Sponsor
- Item outbound to patron
- Requested item is received from supplier
- In “Manage request” page for request, display “Checkout” button (need some logic to determine if item is already issued, request status probably)
- ILL staff click “Issue” button
- “ILL Issue” screen, form gathers required information:
- Patron (ILL request already knows this)
- Item type (can we use the type specified when placing the record?)
- Item barcode
- Due date (one of the following):
- Fixed due date specified by staff member (typically X days before supplier expects item back)
- Loan rule for item (ILL Branch, Patron Category, Item Type)
- No due date, so issued to “In house use” statistical patron
- Staff clicks “Create item and issue” button
- System:
- Creates an item
- Issues item to patron
- Checks item was issued (may not be issued due to fines etc)
- Sends the ‘ready for collection’ notice to the patron.
- System displays message depending on outcome
- If successful:
- Request status is updated accordingly (to what? “In circulation”?)
- Item is placed for collection
- When patron comes for collection, item is handed over
- If not successful:
- Item can be issued once problems are resolved via main circulation module (would require the issuing process to update the ILL request’s status)
- Item returned by patron (if appropriate)
- Patron returns item, this could be at a desk or using self check etc.
- Return notifies ILL, ILL updates request status (to what? “Returned by patron”?)
- Item is packaged and returned to supplier
Workflow Option
- Requested item is received from supplier
- In “Manage request” page for the request, display “Process for circulation” button
- “Process for circulation” screen/form gathers required information:
- Item type (can we use the type specified when placing the record?)
- Item barcode
- Due date (one of the following - recorded into the ILL record):
- Fixed due date specified by staff member (typically X days before supplier expects item back)
- No due date if the patron gets to keep the item - ‘permanent loan flag’
- Staff clicks “Create item and hold” button
- Creates the item
- Places a hold on the item for the patron and marks it "ready for collection" or "in transit" if the item needs to be transited to another branch for collection
- Sets the ILL request status to “Awaiting patron collection”
- ILL Staff place item on ‘ready for collection’ shelf/basket/whatever
- Patron comes into the library to collect their item
- Circ desk (or self check) issues the item as normal (taking account of any circulation rule requirements like fines outstanding):
- AddIssue checks for a hard due date or permanent loan flag in the ILL record and sets the issue due date appropriately (hard due | never due | normal loan rules apply).
- ILL Request status is updated accordingly - “In Circulation”/”Collected by Patron”
- Patron returns Item to the circulation desk (self check) (if appropriate)
- Update ILL request status accordingly.
- Staff collect the Item and process it for returning to ILL supplier.
- Item (and Bib) records are removed as they are only transitory/temporary?