|Planned Release (if known)|
|e.g. loans, fees/fines||Name||e.g. Q4 2018, Q1 2019||Clearly stated decision|
|Requests||User and request expiration|
|Requests||New "On order" status impact on request whitelist|
|Requests||Remote storage requests|
RA SIG 3-7-19
Cate led a discussion of several issues concerning details of expiration times for requests and users; allowable request types on newly ordered items; ASR requests; and standardizing location terminology.
Expiration time of day for Users, Requests, and items on hold
We agreed that the following time settings would apply to expiration dates:
- Requests: if unfilled, the request would expire at 11:59pm on the date of expiration (= end of day)
- Hold Shelf: if not picked up, the on-hold would expire at 11:59pm on the last day of hold (= end of day)
- User record: the expiration would become effective at 12:00am on the date of expiration (= start of day)
White List matrix of allowable actions for items on order, in process and [newly] available (see https://docs.google.com/spreadsheets/d/1jaID-HGft3q4YzJq6Ycy2ejWByAIvou3Zyyw4ko87YI/edit#gid=0):
- On order: can place hold request, but not recall or page request (DB noted that placing a hold should not require a barcode)
- In process: can place hold request, but not recall or page request
- Recently returned: cannot place hold or recall request, but can place a page request
ASR requests (automated storage retrieval):
- After some discussion, we agreed that it would be best to create a new request type for ASR items. The status sequence, controlled by FOLIO, would be “Available in ASR,” “Retrieving from ASR,” “In transit” or “Awaiting pickup.” When the item is returned, it would go to “In transit” or “Recently returned,” then “Available in ASR.” The only type of request that could be placed would be an ASR request.
- There needs to be a discussion with ASR point people about integration of FOLIO with their ASR systems. Andrea agreed to call a meeting with stakeholders. SMEs should send Andrea an email to let her know who in each institution should be part of this discussion.
In Inventory, the term used is “Effective location.” In Loans, the term used is “Location.” Did we have a preference? The group did not express a strong preference; the deciding factor might be labeling space. Cate will investigate.