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  1. UX Product
  2. UXPROD-1764

ILL between FOLIO libraries

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Details

    • Epic
    • Status: Open (View Workflow)
    • P4
    • Resolution: Unresolved
    • None
    • None
    • None
    • ILL
    • Consortia
    • R1
    • ghx-label-4

    Description

      Libraries circulate materials with partner libraries. Methods range from integrated ILS ILL modules, to integration with a variety of external tools and software. Note that this epic will describe direct consortial borrowing (among closely affiliated libraries) via FOLIO. This can ultimately be used to support ILL transactions that occur outside the ILS (e.g. OCLC's WorldShare ILL) but the focus will be an internal feature set that's well integrated with lending rules. If ILL occurs outside the ILS there must be at least minimal integration so as to accurately reflect item availability status.

      Prioritized list of ILL brokers needed here for priority and testing.
      Which systems need to be supported?

      Requirements:
      1. Point to point ILL support. Allows a library to borrow directly from another.
      2. Broker based ILL. Integration with an ILL broker.
      3. NCIP 2.0+ over https for items 1 & 2.

      • List of required verbs based on priority of the above list of brokers needed. Currently Lookup user, Accept item, Checkin item, Checkout item are currently being built. ETA Q4 of 2019.

      4. Z39.50
      5. ISO ILL
      6. SLNP - Simple library network protocol (Germany)

      Process flow:
      1. The request is initiated from a patron via:

      • OPAC/Discovery service
      • Front desk request

      2. Next step
      n. Once the borrowing library has received the item, the patron is notified. The item is either available for:
      n+1. Pickup
      n+2. Shipment
      n+3. Item is loaned to the patron as a standard loan.
      n+4. ....

      Does a transaction for the patron need to be created in both systems as in patron initiated borrowing?
      How is the process above different when using a broker?

      TestRail: Results

        Attachments

          Issue Links

            relates to

            New Feature - New feature requests REP-104 Interlibrary Loan and Borrow Direct Annual Statistics

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Open

            New Feature - New feature requests REP-107 Loaned physical units, overall (excluding inter-library loan); including textbook collections, reading rooms and renewals

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests REP-108 Loaned physical units (without ILL): total number of renewals upon request of the user

            • P2 - normal priority level, must be included in the current development cycle
            • Open

            New Feature - New feature requests REP-124 Incoming orders of inter-library loan or direct delivery (active, i.e. giving), including on-campus delivery services

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-125 Outgoing orders of inter-library loan or direct delivery (passive, i.e. taking), excluding on-campus delivery services

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-126 Active orders of documents to end users by direct delivery, i.e. not supplied by a library associated to ILL, including on-campus delivery services

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests REP-127 Passive orders of docments to end users (i.e. those in which the library is involved by ordering or paying) by direct delivery, i.e. not supplied by a library associated to ILL

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests REP-128 Positively accomplished (sent) active ILL and direct delivery orders

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-129 Positively accomplished passive (received) ILL and direct delivery orders

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-130 Positively accomplished active orders (ILL and direct delivery) achieved by copies (printed or in microform). Is a subset of DBS 191 (REP-128).

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-131 Positively accomplished passive orders (ILL and direct delivery) achieved by copies (printed or in microform). A subset of DBS 192 (REP-129).

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-132 Positively accomplished active orders (ILL and direct delivery) achieved by electronic transmission. A subset of DBS 191 (REP-128).

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-133 Positively accomplished passive orders (ILL and direct delivery) achieved by electronic transmission (Subset of DBS 192)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests REP-155 ILL and BD Requests Report

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests REP-199 Overdue items on ILL Lending accounts.

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Open

            New Feature - New feature requests REP-208 ILL Building use only items that have not been returned

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Open

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-377 Settings page. Inventory > Holdings > ILL policy

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIIN-516 Permissions. Inventory. Spelling error. ILL policies

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-95 Check-in: Be alerted to hold, recall and/or transit requirement to another unit library or external library (ILL or borrow direct).

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-519 Renewal: Be alerted to hold, recall and/or transit requirement to another unit library or external library (ILL or borrow direct)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-795 Patrons can borrow/request/hold/recall/renew items directly from non-home member libraries (unmediated & cross tenant) with which their library has a resource sharing relationship

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests UXPROD-815 Data needs to be available to evaluate both individual library contributions to the consortium and value received from the consortium

            • P2 - normal priority level, must be included in the current development cycle
            • Open

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-991 NCIP: Protocol for ILL, Resource Sharing and Self Checkout

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1001 SIP2: Protocol for self-checkout

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-1002 SIP2: Protocol for self-checkout - initial implementation

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-1282 Future Patron Blocks: Allow for the blocking of ILLs

            • TBD - To be determined
            • Draft

            New Feature - New feature requests UXPROD-518 Check-out: Be alerted to hold, recall and/or transit requirement to another unit library or external library (ILL or borrow direct)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-557 NCIP: Protocol for ILL, Resource Sharing and Self Checkout

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-794 Consortia (Cross Tenant)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open
            requires

            New Feature - New feature requests UXPROD-557 NCIP: Protocol for ILL, Resource Sharing and Self Checkout

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-560 Z39.50 support MVP

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1006 SLNP for ILL

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests UXPROD-2682 Z39.50 refinement work

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Activity

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                hkaplanian@ebsco.com Harry
                hkaplanian@ebsco.com Harry
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                Dates

                  Created:
                  Updated:

                  TestRail: Runs

                    TestRail: Cases