Requests in the Remote Storage App

Integration Profile

There are three integration profiles important to the SCF workflow. Two are for accessions and loans; the third is for requests (see below)

Shared Collections Facility Integration Profile : this is a Remote Storage type integration profile configured in every owning Institution Zone. It runs twice daily (at noon and at midnight) and sends a file of all requests made to remote storage items (?) to an SFTP server for the SCF app to process. The SCF app searches for the job id (publishing_job_id) in the conf.json file and the institution is selected according to it.

Requests

When a patron makes a request for an item at the SCF, the item is given a status of Waiting for Remote Storage in the owning Institution’s IZ. The item in the owning IZ also has a process type of Requested.

If the requester is from a different Institution than the Institution that owns the item, the request will appear under both the Monitor Requests & Item Processes page (without a workflow assigned) and the Borrowing Requests page in the IZ of the requester, with a status of Request sent to Partner; the partner that is listed is the owning IZ, not the SCF IZ.

The Shared Collections Facility Integration Profile in each owning Institution Zone runs twice daily (once at noon, and again at midnight), and transfers requests to the SCF IZ. This is done by exporting files of requests to sftp server for publishing app to process. In the SCF IZ, the item is given a status of Pick from shelf; it is “requested” by the patron account associated with the pickup location.

Once the request has successfully transferred to the SCF IZ, the status of the item in the owning IZ is changed to Request Communicated to Storage, until the item is scanned at requester’s IZ; then the item is placed on the Hold Shelf. The item record will have a process type of Hold Shelf, even if the Hold Shelf is at another Institution other than the owning Institution.

When the item is scanned in the SCF IZ (after being picked up from the shelf by the SCF specialists), it is automatically loaned to the patron account associated with the requesting library (Deliver To : [Pickup IZ]). This is because all of the Library pickup patron accounts in the SCF IZ are governed by the Library Delivery fulfillment rule that is configured under the Limited Request fulfillment unit for Library pickup patron accounts. The SCF copy of the item remains on loan until the item is returned to the SCF.

When item is scanned in at the non-SCF Institution Zone, the item is given a status of Transit for Reshelving.

When the returned item is scanned in at the SCF, not only is the Loan in the SCF IZ removed, but the In Transit status in the owning IZ is also removed due to the webhook sent via the SCF Loans Webhooks Profile Integration Profile, and processing done by the SCF app.