Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
I was thinking that the calling code would be modified to set the origin type, potentially similar to how some of the User Activity stuff works. Staff client origin would set "Staff", TPac would set "OPAC", the builtin selfcheck code would set "Selfcheck", and I was actually thinking about making SIPServer set "SIP" by default but allow easy override for specific users and/or profiles to allow things like "Selfcheck" or, in the case of some web apps communicating via SIP2, "OPAC" (to treat "renewed from app" as "renewed in opac" from a rules POV). Quoting Josh Stompro <stomp...@exchange.larl.org>: Thomas, how would the origin type be set? Based on the Permission Profile? Would it be similar to how the Hold Policy rules include both the "Requestor Permission Group" and the "User Permission Group"? Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, April 06, 2016 2:27 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout For reference: I had thoughts about creating a "origin type" like field in the circ matrix "Staff", "OPAC", "Selfcheck", etc. Then you could set rules based on that to say "Staff can renew this, but you can't OPAC renew this" and "this can't be checked out at a selfcheck,". Add in an option on accounts in SIPServer for what context to use and you could have that context be different across SIP2 users. The use cases I have heard are all similar to "A game case (with barcode on the outside per delivery rules) sits on the shelf, but the disk/cartridge/whatever is actually behind the reference desk". Quoting Elaine Hardy <eha...@georgialibraries.org>: Josh, I don't think this is a problem for a software solution. I think it is best solved by ILL workflow changes and staff education. In PINES, ILL staff are instructed to check the item out to the patron when they create the pre-cat record so that the due date is set correctly. As you mentioned, it doesn't matter when the patron picks up the item, it is still due back to the lending library at their set date. ILL staff are also instructed to renew the item so that it cannot be renewed by the patron. (We don't have a circ modifier expressly for ILLs, since initially, you could not choose a circ modifier for a pre-cat. We should add one but it hasn't been on my radar to do so and PINES libraries haven't asked for one). The item also generally has a book strap that identifies it as an ILL item so that it can be correctly handled on check out and return (provided the patron leaves the strap on). I don't know if self checkout differs, but if I try to check out, in the client, an item already checked out to me, I get an error message telling me that. I still would not want the item to go to the holds shelf since I would want the patron to be verbally told the due date and any other information. Having ILL staff check the item out may solve the self check problem if it does inadvertently get placed there. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service/PINES 1800 Century Place, Ste. 150 Atlanta, GA 30045 404.235.7128 Office 404.548.4241 Cell 404.235.7201 FAX On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro <stomp...@exchange.larl.org> wrote: Thanks for the idea been. I am referring to the web based self check, I should have clarified that. Josh Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto: open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum Sent: Wednesday, April 06, 2016 11:40 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout Presuming you mean the Evergreen web selfcheck, I could only think of a workaround approach like follows: If you were to designate the workstation for the selfcheck to be a different org unit (like an opac invisible child unit of the parent library), then include a circ policy in circ_matrix_matchpoint that says, don't circ items of a particular copy location (the ILL one) or circ modifier (if you have an ILL circ mod?), but leave the rest to fallthrough back up to the parent org unit rules, then the selfcheck could function differently with regards to those materials. Otherwise, I've found it more common that staff wanted items to be completely restricted and not allowed for checkout (i.e. circulate = false on the item or copy location levels) and to deal with it at the desk as you hint would be burdensome. Some development required maybe if we want to avoid any crazy workarounds like the one I posit
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
Hello Michele, We did look at that also, but we would like to keep using the normal process of placing items in transit to the branch where they are needed, and then hold shelf procedure, even if the items are kept behind the desk. Going into transit would still work though, but what would happen once the item arrives and gets checked in? I would think the status would change to on holdshelf from the ILL status. We are a consolidated system with a central ILL department that handles requests for our 22 locations. So the incoming ILL items always come in to our central location and get added to the system by our ILL staff member. Then she places the hold and sends the item out to the patron’s pickup location. So our branches are not handling incoming ILL’s directly from the sending organization. Josh Stompro - LARL IT Director From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Morgan, Michele Sent: Wednesday, April 06, 2016 2:51 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout Josh, Have you considered using a different status for the ILL items? We have the library setting "Selfcheck override events list" configured to automatically override the COPY_NOT_AVAILABLE block. But we also have the library setting "Block copy checkout status" configured to prevent checkout of some individual statuses. You could give these items the ILL status, and block self checkout for that status using the library settings. Hope this helps, Michele -- Michele M. Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org<mailto:mmor...@noblenet.org> On Wed, Apr 6, 2016 at 3:27 PM, Thomas Berezansky <tsb...@mvlc.org<mailto:tsb...@mvlc.org>> wrote: For reference: I had thoughts about creating a "origin type" like field in the circ matrix "Staff", "OPAC", "Selfcheck", etc. Then you could set rules based on that to say "Staff can renew this, but you can't OPAC renew this" and "this can't be checked out at a selfcheck,". Add in an option on accounts in SIPServer for what context to use and you could have that context be different across SIP2 users. The use cases I have heard are all similar to "A game case (with barcode on the outside per delivery rules) sits on the shelf, but the disk/cartridge/whatever is actually behind the reference desk". Quoting Elaine Hardy <eha...@georgialibraries.org<mailto:eha...@georgialibraries.org>>: Josh, I don't think this is a problem for a software solution. I think it is best solved by ILL workflow changes and staff education. In PINES, ILL staff are instructed to check the item out to the patron when they create the pre-cat record so that the due date is set correctly. As you mentioned, it doesn't matter when the patron picks up the item, it is still due back to the lending library at their set date. ILL staff are also instructed to renew the item so that it cannot be renewed by the patron. (We don't have a circ modifier expressly for ILLs, since initially, you could not choose a circ modifier for a pre-cat. We should add one but it hasn't been on my radar to do so and PINES libraries haven't asked for one). The item also generally has a book strap that identifies it as an ILL item so that it can be correctly handled on check out and return (provided the patron leaves the strap on). I don't know if self checkout differs, but if I try to check out, in the client, an item already checked out to me, I get an error message telling me that. I still would not want the item to go to the holds shelf since I would want the patron to be verbally told the due date and any other information. Having ILL staff check the item out may solve the self check problem if it does inadvertently get placed there. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service/PINES 1800 Century Place, Ste. 150 Atlanta, GA 30045 404.235.7128 Office 404.548.4241 Cell 404.235.7201 FAX On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro <stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote: Thanks for the idea been. I am referring to the web based self check, I should have clarified that. Josh Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto: open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>] On Behalf Of Ben Shum Sent: Wednesday, April 06, 2016 11:40 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout Presuming you mean the Evergreen web selfcheck, I could only think of a workaround approach like follows: If you were to designate the workstation for the selfcheck to be a different
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
Josh, Have you considered using a different status for the ILL items? We have the library setting "Selfcheck override events list" configured to automatically override the COPY_NOT_AVAILABLE block. But we also have the library setting "Block copy checkout status" configured to prevent checkout of some individual statuses. You could give these items the ILL status, and block self checkout for that status using the library settings. Hope this helps, Michele -- Michele M. Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org On Wed, Apr 6, 2016 at 3:27 PM, Thomas Berezansky <tsb...@mvlc.org> wrote: > For reference: > > I had thoughts about creating a "origin type" like field in the circ > matrix "Staff", "OPAC", "Selfcheck", etc. Then you could set rules based on > that to say "Staff can renew this, but you can't OPAC renew this" and "this > can't be checked out at a selfcheck,". Add in an option on accounts in > SIPServer for what context to use and you could have that context be > different across SIP2 users. > > The use cases I have heard are all similar to "A game case (with barcode > on the outside per delivery rules) sits on the shelf, but the > disk/cartridge/whatever is actually behind the reference desk". > > > Quoting Elaine Hardy <eha...@georgialibraries.org>: > > Josh, >> >> I don't think this is a problem for a software solution. I think it is >> best solved by ILL workflow changes and staff education. >> >> In PINES, ILL staff are instructed to check the item out to the patron >> when >> they create the pre-cat record so that the due date is set correctly. As >> you mentioned, it doesn't matter when the patron picks up the item, it is >> still due back to the lending library at their set date. ILL staff are >> also >> instructed to renew the item so that it cannot be renewed by the patron. >> (We don't have a circ modifier expressly for ILLs, since initially, you >> could not choose a circ modifier for a pre-cat. We should add one but it >> hasn't been on my radar to do so and PINES libraries haven't asked for >> one). >> >> The item also generally has a book strap that identifies it as an ILL item >> so that it can be correctly handled on check out and return (provided the >> patron leaves the strap on). >> >> I don't know if self checkout differs, but if I try to check out, in the >> client, an item already checked out to me, I get an error message telling >> me that. I still would not want the item to go to the holds shelf since I >> would want the patron to be verbally told the due date and any other >> information. Having ILL staff check the item out may solve the self check >> problem if it does inadvertently get placed there. >> >> Elaine >> >> >> >> J. Elaine Hardy >> PINES & Collaborative Projects Manager >> Georgia Public Library Service/PINES >> 1800 Century Place, Ste. 150 >> Atlanta, GA 30045 >> >> 404.235.7128 Office >> 404.548.4241 Cell >> 404.235.7201 FAX >> >> On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro <stomp...@exchange.larl.org> >> wrote: >> >> Thanks for the idea been. I am referring to the web based self check, I >>> should have clarified that. >>> Josh >>> >>> Josh Stompro - LARL IT Director >>> >>> >>> -Original Message- >>> From: Open-ils-general [mailto: >>> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben >>> Shum >>> Sent: Wednesday, April 06, 2016 11:40 AM >>> To: Evergreen Discussion Group >>> Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking >>> checkout >>> >>> Presuming you mean the Evergreen web selfcheck, I could only think of a >>> workaround approach like follows: >>> >>> If you were to designate the workstation for the selfcheck to be a >>> different org unit (like an opac invisible child unit of the parent >>> library), then include a circ policy in circ_matrix_matchpoint that says, >>> don't circ items of a particular copy location (the ILL one) or circ >>> modifier (if you have an ILL circ mod?), but leave the rest to >>> fallthrough >>> back up to the parent org unit rules, then the selfcheck could function >>> differently with regards to those materials. >>> >>> Otherwise, I've found it more common that staff wanted items to be >>> completely restricted and not al
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
For reference: I had thoughts about creating a "origin type" like field in the circ matrix "Staff", "OPAC", "Selfcheck", etc. Then you could set rules based on that to say "Staff can renew this, but you can't OPAC renew this" and "this can't be checked out at a selfcheck,". Add in an option on accounts in SIPServer for what context to use and you could have that context be different across SIP2 users. The use cases I have heard are all similar to "A game case (with barcode on the outside per delivery rules) sits on the shelf, but the disk/cartridge/whatever is actually behind the reference desk". Quoting Elaine Hardy <eha...@georgialibraries.org>: Josh, I don't think this is a problem for a software solution. I think it is best solved by ILL workflow changes and staff education. In PINES, ILL staff are instructed to check the item out to the patron when they create the pre-cat record so that the due date is set correctly. As you mentioned, it doesn't matter when the patron picks up the item, it is still due back to the lending library at their set date. ILL staff are also instructed to renew the item so that it cannot be renewed by the patron. (We don't have a circ modifier expressly for ILLs, since initially, you could not choose a circ modifier for a pre-cat. We should add one but it hasn't been on my radar to do so and PINES libraries haven't asked for one). The item also generally has a book strap that identifies it as an ILL item so that it can be correctly handled on check out and return (provided the patron leaves the strap on). I don't know if self checkout differs, but if I try to check out, in the client, an item already checked out to me, I get an error message telling me that. I still would not want the item to go to the holds shelf since I would want the patron to be verbally told the due date and any other information. Having ILL staff check the item out may solve the self check problem if it does inadvertently get placed there. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service/PINES 1800 Century Place, Ste. 150 Atlanta, GA 30045 404.235.7128 Office 404.548.4241 Cell 404.235.7201 FAX On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro <stomp...@exchange.larl.org> wrote: Thanks for the idea been. I am referring to the web based self check, I should have clarified that. Josh Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto: open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum Sent: Wednesday, April 06, 2016 11:40 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout Presuming you mean the Evergreen web selfcheck, I could only think of a workaround approach like follows: If you were to designate the workstation for the selfcheck to be a different org unit (like an opac invisible child unit of the parent library), then include a circ policy in circ_matrix_matchpoint that says, don't circ items of a particular copy location (the ILL one) or circ modifier (if you have an ILL circ mod?), but leave the rest to fallthrough back up to the parent org unit rules, then the selfcheck could function differently with regards to those materials. Otherwise, I've found it more common that staff wanted items to be completely restricted and not allowed for checkout (i.e. circulate = false on the item or copy location levels) and to deal with it at the desk as you hint would be burdensome. Some development required maybe if we want to avoid any crazy workarounds like the one I posit above. And if you're talking about SIP2-based selfchecks, that's a whole other ball game entirely Just thinking aloud, hope some of that might prove helpful. -- Ben On Wed, Apr 6, 2016 at 12:02 PM, Josh Stompro <stomp...@exchange.larl.org> wrote: > Hello Everyone, > > > > My coworker is working on an issue with out of state ILL items, that > we always want to have due on a specific date, even when the customer > doesn’t pickup the item right away. And she has been trying to figure > out if there is a way to block a specific item from being checked out > at the self check, but allow it to be checked out by staff without using an override. > > > > With these items we don’t want them to go on the holdshelf, since we > need staff to read the documentation attached and set a specific due > date. But they will accidentally get placed on the hold shelf, so we > would like the self checks to not process the checkouts. > > > > I’ve looked at hard due dates documentation, but that doesn’t seem > like it would since this situation isn’t what it was designed for. We > have also looked at using item alerts, but blocking based on the alert > event would affect too many users negat
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
Josh, I don't think this is a problem for a software solution. I think it is best solved by ILL workflow changes and staff education. In PINES, ILL staff are instructed to check the item out to the patron when they create the pre-cat record so that the due date is set correctly. As you mentioned, it doesn't matter when the patron picks up the item, it is still due back to the lending library at their set date. ILL staff are also instructed to renew the item so that it cannot be renewed by the patron. (We don't have a circ modifier expressly for ILLs, since initially, you could not choose a circ modifier for a pre-cat. We should add one but it hasn't been on my radar to do so and PINES libraries haven't asked for one). The item also generally has a book strap that identifies it as an ILL item so that it can be correctly handled on check out and return (provided the patron leaves the strap on). I don't know if self checkout differs, but if I try to check out, in the client, an item already checked out to me, I get an error message telling me that. I still would not want the item to go to the holds shelf since I would want the patron to be verbally told the due date and any other information. Having ILL staff check the item out may solve the self check problem if it does inadvertently get placed there. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service/PINES 1800 Century Place, Ste. 150 Atlanta, GA 30045 404.235.7128 Office 404.548.4241 Cell 404.235.7201 FAX On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro <stomp...@exchange.larl.org> wrote: > Thanks for the idea been. I am referring to the web based self check, I > should have clarified that. > Josh > > Josh Stompro - LARL IT Director > > > -Original Message- > From: Open-ils-general [mailto: > open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum > Sent: Wednesday, April 06, 2016 11:40 AM > To: Evergreen Discussion Group > Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout > > Presuming you mean the Evergreen web selfcheck, I could only think of a > workaround approach like follows: > > If you were to designate the workstation for the selfcheck to be a > different org unit (like an opac invisible child unit of the parent > library), then include a circ policy in circ_matrix_matchpoint that says, > don't circ items of a particular copy location (the ILL one) or circ > modifier (if you have an ILL circ mod?), but leave the rest to fallthrough > back up to the parent org unit rules, then the selfcheck could function > differently with regards to those materials. > > Otherwise, I've found it more common that staff wanted items to be > completely restricted and not allowed for checkout (i.e. circulate = false > on the item or copy location levels) and to deal with it at the desk as you > hint would be burdensome. > > Some development required maybe if we want to avoid any crazy workarounds > like the one I posit above. > > And if you're talking about SIP2-based selfchecks, that's a whole other > ball game entirely > > Just thinking aloud, hope some of that might prove helpful. > > -- Ben > > On Wed, Apr 6, 2016 at 12:02 PM, Josh Stompro <stomp...@exchange.larl.org> > wrote: > > Hello Everyone, > > > > > > > > My coworker is working on an issue with out of state ILL items, that > > we always want to have due on a specific date, even when the customer > > doesn’t pickup the item right away. And she has been trying to figure > > out if there is a way to block a specific item from being checked out > > at the self check, but allow it to be checked out by staff without using > an override. > > > > > > > > With these items we don’t want them to go on the holdshelf, since we > > need staff to read the documentation attached and set a specific due > > date. But they will accidentally get placed on the hold shelf, so we > > would like the self checks to not process the checkouts. > > > > > > > > I’ve looked at hard due dates documentation, but that doesn’t seem > > like it would since this situation isn’t what it was designed for. We > > have also looked at using item alerts, but blocking based on the alert > > event would affect too many users negatively in our system since we > > use the alerts for situations that don’t require a checkout to be > blocked. > > > > > > > > We would like to avoid setting the items to non-circulate since that > > would require staff to override, which we don’t want to be a common > > occurrence that staff get used to. > > > > > > > > If something to address this doesn’t already ex
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
Thanks for the idea been. I am referring to the web based self check, I should have clarified that. Josh Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum Sent: Wednesday, April 06, 2016 11:40 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout Presuming you mean the Evergreen web selfcheck, I could only think of a workaround approach like follows: If you were to designate the workstation for the selfcheck to be a different org unit (like an opac invisible child unit of the parent library), then include a circ policy in circ_matrix_matchpoint that says, don't circ items of a particular copy location (the ILL one) or circ modifier (if you have an ILL circ mod?), but leave the rest to fallthrough back up to the parent org unit rules, then the selfcheck could function differently with regards to those materials. Otherwise, I've found it more common that staff wanted items to be completely restricted and not allowed for checkout (i.e. circulate = false on the item or copy location levels) and to deal with it at the desk as you hint would be burdensome. Some development required maybe if we want to avoid any crazy workarounds like the one I posit above. And if you're talking about SIP2-based selfchecks, that's a whole other ball game entirely Just thinking aloud, hope some of that might prove helpful. -- Ben On Wed, Apr 6, 2016 at 12:02 PM, Josh Stompro <stomp...@exchange.larl.org> wrote: > Hello Everyone, > > > > My coworker is working on an issue with out of state ILL items, that > we always want to have due on a specific date, even when the customer > doesn’t pickup the item right away. And she has been trying to figure > out if there is a way to block a specific item from being checked out > at the self check, but allow it to be checked out by staff without using an > override. > > > > With these items we don’t want them to go on the holdshelf, since we > need staff to read the documentation attached and set a specific due > date. But they will accidentally get placed on the hold shelf, so we > would like the self checks to not process the checkouts. > > > > I’ve looked at hard due dates documentation, but that doesn’t seem > like it would since this situation isn’t what it was designed for. We > have also looked at using item alerts, but blocking based on the alert > event would affect too many users negatively in our system since we > use the alerts for situations that don’t require a checkout to be blocked. > > > > We would like to avoid setting the items to non-circulate since that > would require staff to override, which we don’t want to be a common > occurrence that staff get used to. > > > > If something to address this doesn’t already exist, would anyone else > find it useful to be able to block checkouts at the self check for > specific items, but allow the checkout for staff users without an > override? Maybe the self check could block based on a list of > circ_modifiers? If something like this may be useful to more than one > location, it might make a good enhancement. > > > > Thanks > > Josh > > > > Lake Agassiz Regional Library - Moorhead MN larl.org > > Josh Stompro | Office 218.233.3757 EXT-139 > > LARL IT Director | Cell 218.790.2110 > >
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
Josh, As far as I know that feature does not exist. We (MVLC) would welcome it as we've had a request for this capability in the past but have had the tuits to implement it. The trick would be making this work with SIP2 self check clients as well as Evergreen's own self check. Cheers, Jason -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-5891 Email: jstephen...@mvlcstaff.org Please note my new email address.
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
Presuming you mean the Evergreen web selfcheck, I could only think of a workaround approach like follows: If you were to designate the workstation for the selfcheck to be a different org unit (like an opac invisible child unit of the parent library), then include a circ policy in circ_matrix_matchpoint that says, don't circ items of a particular copy location (the ILL one) or circ modifier (if you have an ILL circ mod?), but leave the rest to fallthrough back up to the parent org unit rules, then the selfcheck could function differently with regards to those materials. Otherwise, I've found it more common that staff wanted items to be completely restricted and not allowed for checkout (i.e. circulate = false on the item or copy location levels) and to deal with it at the desk as you hint would be burdensome. Some development required maybe if we want to avoid any crazy workarounds like the one I posit above. And if you're talking about SIP2-based selfchecks, that's a whole other ball game entirely Just thinking aloud, hope some of that might prove helpful. -- Ben On Wed, Apr 6, 2016 at 12:02 PM, Josh Stomprowrote: > Hello Everyone, > > > > My coworker is working on an issue with out of state ILL items, that we > always want to have due on a specific date, even when the customer doesn’t > pickup the item right away. And she has been trying to figure out if there > is a way to block a specific item from being checked out at the self check, > but allow it to be checked out by staff without using an override. > > > > With these items we don’t want them to go on the holdshelf, since we need > staff to read the documentation attached and set a specific due date. But > they will accidentally get placed on the hold shelf, so we would like the > self checks to not process the checkouts. > > > > I’ve looked at hard due dates documentation, but that doesn’t seem like it > would since this situation isn’t what it was designed for. We have also > looked at using item alerts, but blocking based on the alert event would > affect too many users negatively in our system since we use the alerts for > situations that don’t require a checkout to be blocked. > > > > We would like to avoid setting the items to non-circulate since that would > require staff to override, which we don’t want to be a common occurrence > that staff get used to. > > > > If something to address this doesn’t already exist, would anyone else find > it useful to be able to block checkouts at the self check for specific > items, but allow the checkout for staff users without an override? Maybe > the self check could block based on a list of circ_modifiers? If something > like this may be useful to more than one location, it might make a good > enhancement. > > > > Thanks > > Josh > > > > Lake Agassiz Regional Library - Moorhead MN larl.org > > Josh Stompro | Office 218.233.3757 EXT-139 > > LARL IT Director | Cell 218.790.2110 > >
[OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
Hello Everyone, My coworker is working on an issue with out of state ILL items, that we always want to have due on a specific date, even when the customer doesn't pickup the item right away. And she has been trying to figure out if there is a way to block a specific item from being checked out at the self check, but allow it to be checked out by staff without using an override. With these items we don't want them to go on the holdshelf, since we need staff to read the documentation attached and set a specific due date. But they will accidentally get placed on the hold shelf, so we would like the self checks to not process the checkouts. I've looked at hard due dates documentation, but that doesn't seem like it would since this situation isn't what it was designed for. We have also looked at using item alerts, but blocking based on the alert event would affect too many users negatively in our system since we use the alerts for situations that don't require a checkout to be blocked. We would like to avoid setting the items to non-circulate since that would require staff to override, which we don't want to be a common occurrence that staff get used to. If something to address this doesn't already exist, would anyone else find it useful to be able to block checkouts at the self check for specific items, but allow the checkout for staff users without an override? Maybe the self check could block based on a list of circ_modifiers? If something like this may be useful to more than one location, it might make a good enhancement. Thanks Josh Lake Agassiz Regional Library - Moorhead MN larl.org Josh Stompro | Office 218.233.3757 EXT-139 LARL IT Director | Cell 218.790.2110