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ILLiad holds and checkouts incorporated into My Account #537

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ruthtillman opened this issue Oct 28, 2022 · 4 comments · Fixed by #546
Closed
2 tasks done

ILLiad holds and checkouts incorporated into My Account #537

ruthtillman opened this issue Oct 28, 2022 · 4 comments · Fixed by #546
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@ruthtillman
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ruthtillman commented Oct 28, 2022

Partly a placeholder issue for now but we need to solve the following problems:

  • Incorporate ILLiad holds listing display into My Account so that folks know their hold was successful/see their hold when they check holds. How much status info can we display? Can we let them know the current status?
  • Incorporate ILLiad checkouts into My Account checkouts? They can't renew in here, but we could link them to ILLiad to manage that.

ILLiad API doc: https://support.atlas-sys.com/hc/en-us/articles/360011809394-The-ILLiad-Web-Platform-API

Fields We'll Want from the API

  • LoanTitle
  • LoanAuthor
  • TransactionStatus

and then:

  • CreationDate for Holds

or

  • DueDate for checkouts

Interlibrary Loan Holds

Box label: Interlibrary Loan Requests

section at top of holds / only show RequestType: LOAN

AND TransactionStatus in:

  • Awaiting Copyright Clearance
  • Awaiting Request Processing
  • Awaiting Request Processing
  • Awaiting Account Validation
  • In Depth Searching
  • Awaiting Reshare Search
  • UBorrow Find Item Search
  • Awaiting RAPID Request Sending
  • Awaiting Post Receipt Processing
  • Request Sent
  • In Transit to Pickup Location
  • Customer Notified via E-Mail
  • Cancelled by Customer
  • Duplicate Request Review
  • Request Available Locally

OR

TransactionStatus starts with "STAFF" (all caps).

Display

These should be labeled as Processing, except IFF TransactionStatus is Customer Notified via E-mail, that's the only outlier that shouldn't be displayed as Processing, it should be displayed as "Available for Pickup" instead.

The box itself should include a link to ILLiad with text "Manage your Interlibrary Loan Requests"

Interlibrary Loan Borrowed

Box label: Interlibrary Loan Checkouts

section at top of borrowed / only show RequestType: LOAN

AND

TransactionStatus:

  • Checked Out to Customer
  • Renewed by Customer to xx/xx/xxxx (using starts with "Renewed by" -- this is a temporary status but will occur for periods of up to a few days)
  • Awaiting Recalled Processing (added 2023-01-10 talking with Shane)

The box itself should include a link to ILLiad with text "Manage your Interlibrary Loans"

WDLL

@banukutlu banukutlu added this to the 1.2.x milestone Nov 21, 2022
This was referenced Nov 21, 2022
@banukutlu banukutlu changed the title ILLiad info incorporated into My Account ILLiad holds and checkouts incorporated into My Account Nov 21, 2022
@ajkiessl ajkiessl self-assigned this Dec 6, 2022
@ruthtillman
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@ajkiessl fyi, added box labels for the new boxes to each section. I think on Holds we can just move the Holds label down and put the Interlibrary Loan requests box at the top with its own label.

Also, realized we hadn't discussed -- much like the pages are blank (well, text but no boxes) when you don't have things checked out or on hold, I'm expecting the ILL boxes will only appear if there's content. I think that's the wavelength we were both operating on but suddenly realized I wasn't sure.

@ajkiessl
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@ruthtillman Correct, the ILL boxes will not show if there is no content.

@ruthtillman
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ruthtillman commented Jan 10, 2023

Note from Shane -- we also have "Awaiting Recalled Processing" which should show up as "Recalled"

Put it in here: #575

@ruthtillman
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Shane set one of mine to "Customer Notified via E-mail" and I'm not seeing it in Holds. It should still be there, though I'm realizing it should be labeled as "Available for Pickup" vs. Processing.

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3 participants