ILL Circulation RFC

== Workflow Agreed with Sponsor ==
#Item outbound to patron
##Requested item is received from supplier
##In “Manage request” page for request, display “Checkout” button (need some logic to determine if item is already issued, request status probably)
##ILL staff click “Issue” button
##“ILL Issue” screen, form gathers required information:
###Patron (ILL request already knows this)
###Item type (can we use the type specified when placing the record?)
###Item barcode
###Due date (one of the following):
####Fixed due date specified by staff member (typically X days before supplier expects item back)
####Loan rule for item (ILL Branch, Patron Category, Item Type)
####No due date, so issued to “In house use” statistical patron
##Staff clicks “Create item and issue” button
##System:
###Creates an item
###Issues item to patron
###Checks item was issued (may not be issued due to fines etc)
###Sends the ‘ready for collection’ notice to the patron.
##System displays message depending on outcome
##If successful:
###Request status is updated accordingly (to what? “In circulation”?)
###Item is placed for collection
###When patron comes for collection, item is handed over
##If not successful:
###Item can be issued once problems are resolved via main circulation module (would require the issuing process to update the ILL request’s status)
#Item returned by patron (if appropriate)
##Patron returns item, this could be at a desk or using self check etc.
##Return notifies ILL, ILL updates request status (to what? “Returned by patron”?)
##Item is packaged and returned to supplier
== Workflow Option ==
# Requested item is received from supplier
# In “Manage request” page for the request, display “Process for circulation” button
# “Process for circulation” screen/form gathers required information:
## Item type (can we use the type specified when placing the record?)
## Item barcode
## Due date (one of the following - recorded into the ILL record):
### Fixed due date specified by staff member (typically X days before supplier expects item back)
### No due date if the patron gets to keep the item - ‘permanent loan flag’
# Staff clicks “Create item and hold” button
## Creates the item
## Places a hold on the item for the patron and marks it "ready for collection" or "in transit" if the item needs to be transited to another branch for collection
## Sets the ILL request status to “Awaiting patron collection”
# ILL Staff place item on ‘ready for collection’ shelf/basket/whatever
# Patron comes into the library to collect their item
# Circ desk (or self check) issues the item as normal (taking account of any circulation rule requirements like fines outstanding):
## AddIssue checks for a hard due date or permanent loan flag in the ILL record and sets the issue due date appropriately (hard due | never due | normal loan rules apply).
## ILL Request status is updated accordingly - “In Circulation”/”Collected by Patron”
# Patron returns Item to the circulation desk (self check) (if appropriate)
## Update ILL request status accordingly.
## Staff collect the Item and process it for returning to ILL supplier.
## Item (and Bib) records are removed as they are only transitory/temporary?