Details
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New Feature
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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Large < 10 days
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XL < 15 days
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BE: The changes are not big, but we need to update numerous of places and do not allow update of the property + we do not have a lot of experience with the patron modules.
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Prokopovych
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101
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R5
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R1
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R1
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R2
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R2
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R1
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R4
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R2
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R1
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R2
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R2
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R1
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R2
Description
Purpose: Patrons sometimes want to communicate additional information with their requests. For example:
• "I really need the 1989 volume for this but couldn't figure out how to find it."
• "Can you deliver this to the History building for Professor Grant? He can't figure out how to get the request through with his account."
• "I'm leaving town so I really need this in the next three days"
Current thinking on design:
- Implement simple Patron note field on the request record
- Label should be something like "Patron message to staff" or "Patron comments" to differentiate it from the Staff note feature which already exists on the request form.
- Note would not be editable after request is created (to prevent patrons from changing things after fulfillment has begun and saying "but I put it in the note")
- Note should be available via API ("patron portal" edge api?) so patrons can create and view the note through discovery (create is more important as most discovery layers/OPACs don't support view of patron note after creation - but SMEs think it would be valuable!)
- Note should display in requests csv and any other request reports
- Token should be available for hold, transit and discovery slips
- Nice-to-have: note should be visible on the hold/awaiting pickup popup at check-in
- Not necessary to have it in the transit popup at check-in
See discussion from RA SIG meeting here:
- https://wiki.folio.org/display/RA/2020-10-15+Resource+Access+Meeting+Notes
- https://wiki.folio.org/display/RA/2019-6-3+Resource+Access+Meeting+Notes
Draft mockups: https://drive.google.com/drive/folders/1IeMw_4zTnFzRMRDOv3mcZvGhpAy63qBV
Staff note functionality has been specified separately: UIU-1090
In scope:
- Request: Patron note on request
- ui-req
- mod-circ
- Display patron note in Request CSV
- Display patron note in Hold shelf clearance report
- Display patron note on hold popup (at check in)
Display patron note on transit popup (at check in)- Create patron note token for hold slip, transit slip, delivery request slip and pick slip
- EDGPATRON - Add and display patron note on request
- MODPATRON - Add and display patron note on request
TestRail: Results
Attachments
Issue Links
- is defined by
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CIRC-988 BE: Patron note on Request
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- Closed
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CIRC-1036 BE: Display Patron Comments in Hold Shelf Clearance Report
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- Closed
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CIRC-1037 BE: Create staff slip token for Patron comment on requests
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- Closed
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CIRCSTORE-255 BE: Patron note on Request
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- Closed
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EDGPATRON-33 Add patron notes to requests (EDGEPATRON)
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- Closed
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MODPATRON-4 Add patron comments to requests (MODPATRON)
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- Closed
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UICHKIN-208 Display Patron comments on Awaiting pickup popup
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- Closed
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UICIRC-523 Create staff slip token for Patron comment on requests
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- Closed
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UIREQ-530 Patron comments on Request
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- Closed
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UIREQ-549 Display Patron Comments in Requests CSV
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- Closed
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UIREQ-550 Display Patron Comments in Hold Shelf Clearance Report
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- Closed
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UX-411 Check mockups for patron comments on requests
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- Closed
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- relates to
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UXPROD-1801 Staff Note on Request
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- Closed
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