Show RIH functionality

[beefoo]

Functionality taken from slides 3-5 of this document

bold indicates representation in wireframes italic indicates N/A for wireframes

Check item status:

1. Case: no holds allowed on an item
2. Case: need special permission to access item
3. Total # of copies of item
4. Current # of holds on a item
5. An estimate of the date/time (nearest hour) by which the item could be delivered
6. Check the building-level locations to which delivery is allowed
   • Phase 1: limit displayed delivery choices to home library.
   • Phase 2: roll out intralibrary delivery, display only research branches
7. Check the room-level locations to which delivery is allowed (mostly applicable to SASB)

   Place hold

8. Select the "on or after" date when the item will be delivered
9. Select the room-level location to which the item will be delivered (mostly applicable to SASB)
10. Indicate a date after which the request should be cancelled if not filled
11. Indicate that I am currently on site to expedite the request
    • option available only during specific library hours
    • Sierra prioritizes holds only by timestamp when hold was placed)

      Get initial confirmation

12. Receive an email confirmation that my request has been received
13. View the building and room pickup location in the email confirmation
14. View directions to the pickup location in the email confirmation
15. View the date of delivery in the email confirmation

    Check hold status

16. Check to see if a hold is available
17. View my position in the holds queue
18. View an estimated delivery date for a hold
19. View the delivery location of a hold

    Manage hold

20. Cancel a hold
21. Change the "cancel if not filled by" date for a hold
22. Change the room-level delivery location of a hold
23. Change the "on or after" date when the item will be delivered
24. Suspend or freeze the hold (keep the hold last in queue until reactivated)

    Pick up

25. Receive an email confirmation that my request has arrived
26. View the building and room pickup location in the email confirmation
27. View directions to the pickup location in the email confirmation

[beefoo]

@thisismattmiller can you add the link to the relevant RIH docs?

[0ara0]

Hey Brian -

Slides 3-5 here: https://docs.google.com/presentation/d/1f_pASMXhN0M3abByCIzi1mpz5VRpnqOnlMQrWwzAY58/edit#slide=id.g13616b8d9c_5_0

[beefoo]

@0ara0 thanks I updated the body to reflect the slides. Are there any in particular that should be prioritized to be reflected in the wireframes?

[beefoo]

Also, in View my position in the holds queue. Does that imply I can place a hold on an item even when there is already a hold placed on an item?

[0ara0]

Re: View my position in the holds queue - yes. I don't know if that'll make it into the MVP but that is a desire.

[thisismattmiller]

Yeah, it is a very branch oriented feature because things are only "checked out" into the reading rooms for a few hours, so you would not be on a hold list really. But it is possible, and they might have some circ material checked out that I would assume would show up in their patron page.

[0ara0]

Re: priorities, not sure but I'd say the only one that's obvious to me would likely not be a priority:

2.2 - Indicate a date after which the request should be cancelled if not filled (5)

[0ara0]

Well, they can also be placed on the hold shelf for up to 10 days, or in the case of 900K ReCAP items and MarLI items - even longer. I think these are the cases they had in mind.

This is still being clarified but there's also the idea of a hold reservation system, like a hotel room reservation: someone can reserve an item for Oct 8th, another can reserve the same item for today, etc. Not really relevant for the wireframes but just highlighting now as an FYI.

[beefoo]

Thanks, also Case: need special permission to access item, what's the current process for this and how it will be reflected in the system? E.g. if they are filling out a paper form now, are we building that functionality online?