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  1. UX Product
  2. UXPROD-925

Requests in-app report: Hold shelf expired list

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Details

    • Cate Boerema: User the existing Hold shelf clearance CSV. See attached.
    • Medium < 5 days
    • Medium < 5 days
    • XL < 15 days
    • Low
    • estimates based on other appreport features
    • Prokopovych
    • 76.1
    • 2019-07-12: Reduced rank relative to calculated rank because there is already a report for this purpose. I believe most institutions will find it meets their needs once they have had a look at it.
    • R4
    • R1
    • R4
    • R1
    • R2
    • R4
    • R2
    • R1
    • R1
    • R2
    • R1
    • R1
    • R4

    Description

      NOTE: We already have a "Hold shelf clearance report" which can be generated from Requests. It includes all items that have expired or been canceled while on the hold shelf for the logged in Service point. See attached example. I think this UXPROD can likely be closed as done. I will discuss with the RA SIG.

      Purpose: Libraries that allow requests to be held for pickup will want to run a report periodically - probably daily - that lists items that are on a hold shelf for which the request's Hold Shelf Expiration Date has passed AND items that were cancelled while on the hold shelf. The report must contain bib information, item call #, item barcode, etc and be able to be limited to a specific service point (with the ability to "zoom out" and include other service points, if desired). The list is used to know which items to physically remove hold shelf.

      Current thinking on design (per SIG discussion)

      • When an item expires or is cancelled on the hold shelf, item status will change to Pickup expired UIREQ-254
      • This item status will be used to create the hold shelf expired list report
      • The report will need to be limitable by service point and needs requestor, item barcode, title, item call number
      • Report will be generated and expired items will be collected from hold shelf
      • Collected items will then be scanned into Check in app at which time FOLIO will communicate what needs to happen next (in transit, awaiting pickup, recently returned etc)

      As an initial "thin thread" for this report, we will develop a simple csv export including the items that need to be cleared from this service point: UIREQ-273

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                cboerema Cate Boerema
                cboerema Cate Boerema
                Tania Fersenheim Tania Fersenheim
                Tania Fersenheim Tania Fersenheim
                Tania Fersenheim Tania Fersenheim
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