Details
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New Feature
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Status: Analysis Complete (View Workflow)
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P2
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Resolution: Unresolved
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None
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None
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Not Scheduled
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Volaris
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74
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R3
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R4
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R1
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R1
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R2
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R3
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R2
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R2
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R1
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R1
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R1
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R2
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R1
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R2
Description
Current situation or problem: Request policies can prevent requests of certain types being created by certain patron groups. There is currently no way to override this.
In scope: Override request policy that says an items is not requestable by a patron. Overrides should be flagged as such for reporting/audit trail purposes, and staff may want to enter comments about why the item had an override (assuming this affects loan structure).
Out of scope:
- Permission escalation for overriding when you don't have permission to do so - see UXPROD-2645
- Displaying pre-filtered view of the circ log on the Request record is out of scope for this. See UXPROD-1056
- Distinguishing between title-level and item-level requests (e.g., allowing override for one type but not the other.)
Use case(s):
- Scenario: Request policies are configured to disallow holds to be placed by patrons. A patron contacts the library requesting to be notified when an item is available for checkout, and asks that the item be held for pickup. Currently, there is no way to place this hold on behalf of the patron (eg. “Request not allowed for this item/patron combination”). Staff (with proper permissions) should be able to override this, similar to loan policy overrides in Checkout.
- Scenario 2: Request policies are configured to disallow recalls by patrons. A patron contacts the library with an urgent request for an item that has been checked out by the same faculty member for three years, so the staff decides it is appropriate to allow a recall of the item for the requesting patron. Current functionality does not permit this recall to be created for the requesting patron (eg. “Request not allowed for this item/patron combination”). Staff (with proper permissions) should be able to override this, similar to loan policy overrides in Checkout.
- Scenario 3: Request policies are configured to disallow pages by a patron for an item. A patron contacts the library to request an item to be paged. The staff member determines that the library will retrieve the item from the stacks for the patron due to a temporary accessibility accommodation. Currently, creating this page request would not be allowed. The staff member (with appropriate permissions) should able to override this, similar to loan policy overrides at checkout.
Proposed solution/stories (optional):
Solution discussed with RA SIG on 2020-10-12: https://wiki.folio.org/display/RA/2020-10-12+Resource+Access+Meeting+Notes Stories:
- Requests App: Support override of prevented request
- Should display when request is prevented
- Should include the ability to add a comment
- Circ Log: Indicate that a request was created with override
- Request created entry should include some indicator that it was created by override
- Comment added during override process should display, as well
- See https://docs.google.com/spreadsheets/d/1D7bhNTH341yq9A7fo6AFNNnHYu4a5Stk3SoFCz71aXE/edit#gid=1795516977)
- Displaying pre-filtered view of the circ log on the Request record is out of scope for this. See UXPROD-1056
- Permission: Add permission for request override
Links to additional information:
Questions/Comments:
TestRail: Results
Attachments
Issue Links
- blocks
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UIREQ-525 Permission escalation for request policy override
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- Draft
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- is defined by
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CIRC-1105 Backend: Enable Request Override via Requests Creation API
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- Open
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UICIRCLOG-56 Add "Created through override" Circ Action and Staff Note to Description in Circ Log for Requests
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- Closed
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UIREQ-592 Present Staff the Option to Override Requests Denied by Circulation Rules in the Requests App
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- Open
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UIREQ-593 Create Override Denied Request Permission
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- Open
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UIREQ-594 Present Option to Override Denied Request
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- Open
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- relates to
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UXPROD-2645 Permission escalation for override
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- Draft
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UXPROD-2689 Enable Request Policy to Determine Allowed Pickup Service Points
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- Draft
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UXPROD-2690 Prevent Local Page Requests
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- Draft
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UXPROD-2694 Request: Allow Override of Prevented Pickup Service Point
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- Blocked
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- mentioned in
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