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  1. UX Product
  2. UXPROD-4047

TLR: Allow printing pick slips for holds on instances with no (or incomplete) item records

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    • Vega
    • 0
    • R4
    • TBD

    Description

      Current situation or problem: FOLIO needs to have the ability to print pick slips for title level requests (holds) on instances with no item records. 

      Scenarios for printing pick slips:

      • Instance has no items
      • Instance has an item but it is not requestable
      • Instance has an item that is requestable but isn't available

      In scope
      Solution will depend on how locations are structured. 
      Ability to print pick slips for requests on titles with no items.

      Solution should be configurable - not all institutions want this functionality

      Out of scope

      Use case(s)

      A library has many copies of a title (instance), but no copies (or not all copies) have been cataloged. Only an instance record exists. When a patron needs an item from that instance, a pick slip needs to be printed so a staff member can go look for the item. This library may have remote storage where all items have been cataloged. TLR holding pick slips would not be printed for this location if the item is not available. If there is a holding associated with the instance then staff should always be able to print a pick slip as long as the item is not remote.

      Proposed solution/stories

      • Require a stub/dummy holding records for each instance (so a location can be associated with the title)
        • Create an interface to filter what's printed, like
          • slips with no items
          • print pick slips created since the last print
            • date/time filter
            • "new" slips
          • Slips for the holdings locations associated with the service point (where slips are printed from)
      • Enable printing pick slips for all title level requests
        • Service point configuration to either print or not print TLR pick slips - this could allow the user to 
          • have all regular pick slips for printing and pulling items
          • have remote storage never print
          • have two separate pick lists to print

      Links to additional info

      Questions

      *Fixed locations to be discussed later

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                stephaniesbuck Stephanie Buck
                stephaniesbuck Stephanie Buck
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