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  1. mod-circulation
  2. CIRC-494

BE: Print pick slips for service point on demand

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    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Priority: P3
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: 17.0.0
    • Labels:
      None
    • Template:
    • Sprint:
      EPAM-Veg Sprint 29
    • Story Points:
      5
    • Development Team:
      Vega

      Description

      User story:
      As a circ staff worker who receives requests to get items from our shelves for patrons
      I want all pick slips in the queue that are associated with my service point/locations to print
      So that I know which items need to be pulled from the shelves

      Description:
      Pick slips are associated with page requests. Several different terms, depending on the library and/or software they use today, are used to refer to these - call slips, page slips, page request slips, and pick slips. Page requests are placed on available items, and the requester selects office delivery (if it's a feature offered by the library) or pick up and their preferred location. A pick slip is printed so that a staff member is prompted to pull a requested item off of the shelf. These slips typically include item information, such as title, call number and/or authors, as well as effective location information. Libraries sort and group these in a way that allows them to be distributed by item location to a few different staff members. For example, they'll give Susie all the slips pertaining to the third floor and Paul all the slips pertaining to items on the second floor. The actual printing of pick slips is different than other staff slips. All other staff slips, hold, transit and request delivery, are all printed upon check in. Pick slips will be printed on demand by a FOLIO operator/library staff for all items associated with their service point.

      Workflows supported:
      Workflow for retrieve and hold item at current service point

      1. Page request (will be picked up at service point) is received from patron for an item on your shelves
      2. A pick slip is printed for each item associated with your specific service point
      3. Staff member sorts them and assigns them to staff for picking (Susie to get items from third floor and Paul to get items from second floor)
      4. Staff member retrieves items from shelves
      5. OPTIONAL: At some institutions for special collections (or reserves?), the staff member leaves the call slip on the shelf where the item normally sits.
      6. Item is scanned (checked in) at service point
      7. Item status is changed to awaiting pickup
      8. Hold slip* is printed (already working) and patron receives notices saying it's available for pickup (already working)
      9. Item is placed on the service point's hold shelf (with hold slip tucked inside)

      *Note, some libraries use the pick slip as their hold slip

      Workflow for retrieve and deliver item

      1. Page request (for delivery) is received from patron for an item on your shelves
      2. A pick slip is printed for each item associated with your specific service point
      3. Staff member sorts them and assigns them to staff for picking (Susie to get items from third floor and Paul to get items from second floor)
      4. Staff member retrieves items from shelves
      5. OPTIONAL: At some institutions for special collections (or reserves?), the staff member leaves the call slip on the shelf where the item normally sits.
      6. Item is scanned (checked out) at service point
      7. Item status is changed to checked out
      8. Request delivery slip is printed (already working) and patron receives notices saying it's in route to their requested location (not working yet)
      9. Item is delivered to patron

      Workflow for retrieve and transit/route item to a different service point (other than the service point associated with its home/effective location)

      1. Page request (for pick up at another service point) is received from patron for an item on your shelves
      2. A pick slip is printed for each item associated with your specific service point
      3. Staff member sorts them and assigns them to staff for picking (Susie to get items from third floor and Paul to get items from second floor)
      4. Staff member retrieves items from shelves
      5. OPTIONAL: At some institutions for special collections (or reserves?), the staff member leaves the call slip on the shelf where the item normally sits.
      6. Item is scanned (checked in) at service point
      7. Item status is changed to in transit
      8. Item is routed to the patron's requested service point

      NOTE on future development: Pick slips will be printed one of three possible ways: 1.) as the request is received a call slip is automatically printed (implying the system is listening for these); 2.) on demand by a FOLIO operator/library staff; or 3.) in batch as scheduled.

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                Assignee:
                OleksandrVidinieiev Oleksandr Vidinieiev
                Reporter:
                dbranchini Darcy Branchini
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                  Resolved:

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