scratchpad:holds
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scratchpad:holds [2008/05/27 14:49] – stompro | scratchpad:holds [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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+ | I'm going to try to document how holds work currently and how they may work in the future. | ||
+ | |||
+ | =====Summary===== | ||
+ | ====Levels==== | ||
+ | |||
+ | The purpose of a hold is to ultimately get an item to a user. There are different " | ||
+ | |||
+ | |||
+ | ====Targeting==== | ||
+ | As a hold is placed, a hold targeter will try to find an available item to list on a library' | ||
+ | |||
+ | [[http:// | ||
+ | |||
+ | ====Boundaries==== | ||
+ | |||
+ | ====Capturing==== | ||
+ | |||
+ | Items are captured for holds using either the Check In interface or the Hold Capture interface (which is just a variant on the Check In interface). | ||
+ | |||
+ | ====Transit to pickup location==== | ||
+ | |||
+ | Items that are captured at a location other than the pickup location are sent to the pickup location. | ||
+ | |||
+ | ====Hold Shelf==== | ||
+ | |||
+ | After items are captured and transferred to the pickup location they are placed on the hold shelf where they remain until the customer picks them up, they expire from the holdshelf, the hold is canceled, ... (what other conditions could cause holds to be removed from holdshelf). | ||
+ | |||
+ | |||
+ | ====Notification===== | ||
+ | |||
+ | After an item is placed on the holdshelf customers are notified that they have items that they need to come in and check out. Telephone and email notification are hard coded into the hold record. | ||
+ | |||
+ | =====In the database===== | ||
+ | |||
+ | ====Action Hold Request==== | ||
+ | |||
+ | This class/ | ||
+ | |fieldname|description| | ||
+ | |bib_rec * |A virtual field pointing to the bibliographic record for the hold| | ||
+ | |cancel_time|If the hold is cancelled, this will be set to a date/ | ||
+ | |capture_time|If an item has been captured for the hold, this will be set to a date/ | ||
+ | |current_copy|If an item has been targeted or captured (**FIXME** is this correct?) for the hold, this will be set to its internal ID| | ||
+ | |eligible_copies * |This references the items that could potentially satisfy the hold (**FIXME** when does this get set and who uses it? Is it an array of ID' | ||
+ | |email_notify|This is either true or false, and determines whether an email notification will be sent to the patron (usr) when the status for the captured item becomes On Holds Shelf| | ||
+ | |expire_time|(**FIXME** is this implemented? | ||
+ | |frozen|(**FIXME** is this implemented? | ||
+ | |fulfillment_lib| | ||
+ | |fulfillment_staff| | ||
+ | |fulfillment_time| | ||
+ | |hold_type| | ||
+ | |holdable_formats| | ||
+ | |id| | ||
+ | |ischanged * | | ||
+ | |isdeleted * | | ||
+ | |isnew * | | ||
+ | |notifications * | | ||
+ | |notify_count * | | ||
+ | |notify_time * | | ||
+ | |phone_notify| | ||
+ | |pickup_lib| | ||
+ | |prev_check_time| | ||
+ | |request_lib| | ||
+ | |request_time| | ||
+ | |requestor| | ||
+ | |selection_depth| | ||
+ | |selection_ou| | ||
+ | |status * | | ||
+ | |target| | ||
+ | |transit * | | ||
+ | |usr| | ||
+ | |||
+ | ====Action Hold Notification==== | ||
+ | |hold| | ||
+ | |id| | ||
+ | |ischanged * | | ||
+ | |isdeleted * | | ||
+ | |isnew * | | ||
+ | |method| | ||
+ | |note| | ||
+ | |notify_staff| | ||
+ | |notify_time| | ||
+ | |||
+ | ====Action Hold/Copy Map==== | ||
+ | |hold| | ||
+ | |id| | ||
+ | |ischanged * | | ||
+ | |isdeleted * | | ||
+ | |isnew * | | ||
+ | |target_copy| | ||
+ | |||
+ | =====Placing Holds===== | ||
+ | Entry points for hold placement: | ||
+ | * the public catalog (when authenticated) | ||
+ | * on a Record Summary page | ||
+ | * each entry on a My Title Results page | ||
+ | * the staff catalog | ||
+ | * on a Record Summary page | ||
+ | * in the upper right for a title level hold | ||
+ | * next to a volume for a volume level hold | ||
+ | * next to an item for an item level hold | ||
+ | * each entry on a My Title Results page | ||
+ | * **future:** the Item Status interface | ||
+ | * **future?: | ||
+ | |||
scratchpad/holds.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1