[Bug 41282] New: We should alert staff when a checked out item fills a different hold for a patron
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Bug ID: 41282 Summary: We should alert staff when a checked out item fills a different hold for a patron Initiative type: --- Sponsorship --- status: Product: Koha Version: Main Hardware: All OS: All Status: NEW Severity: normal Priority: P5 - low Component: Hold requests Assignee: koha-bugs@lists.koha-community.org Reporter: nick@bywatersolutions.com QA Contact: testopia@bugs.koha-community.org CC: gmcharlt@gmail.com, lisette@bywatersolutions.com, tomascohen@gmail.com When an item is checked out and the patron has a hold on the biblio we will fill thart hold with the item in hand Sometimes the hold this item fills has another copy that is already in transit or waiting on the shelf. We need to alert staff when this happens -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Nick Clemens (kidclamp) <nick@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|NEW |Needs Signoff -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #1 from Nick Clemens (kidclamp) <nick@bywatersolutions.com> --- Created attachment 189870 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=189870&action=edit Bug 41282: Alert staff when patron's hold is filled at checkout When an item is checked out and the patron has a hold on the biblio we will fill thart hold with the item in hand Sometimes the hold this item fills has another copy that is already in transit or waiting on the shelf. We need to alert staff when this happens This patch adds a return of the hold from MoveReserve and adds an object message to the issue that is passed to the template If the hold was waiting or in transit we additionally pass a message in the hold that is returned To test: 1 - Place a biblio level hold for a patron 2 - Check an item from the biblio in and confirm the hold 3 - Check out a different item from the biblio to the patron 4 - Note the hold is filled, but there is no notice 5 - Apply the patch 6 - Repeat 1-3, note there is now a notice that a waiting hold was filled 7 - Place another hold for the patron for delivery at current branch 8 - Check the item in at a different branch and confirm transfer 9 - Switch back to first branch and check a different item from the biblio out to the patron 10 - Confirm the hold is filled and you are notified that a hold in transit was filled -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Andrew Fuerste-Henry <andrew@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Failed QA CC| |andrew@bywatersolutions.com --- Comment #2 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- I think this needs to tell the user when the waiting item is at a different library. A wrinkle: 1 - place a bib-level hold for pickup at Fairfield 2 - check item from that bib in at Fairfield and confirm hold 3 - change library to Centerville 4 - check a different item from that bib out to your patron at Centerville 5 - Message reads "This item filled a hold that had another item waiting on the shelf for this patron, please check the holds shelf and check in any other copies." -- it'd be more helpful if it said "had another item waiting on the shelf *at Fairfield*" Additionally, we may want to say "check in any other copies *waiting for this patron.*" That may be overly pedantic/picky, but staff don't want to check in *every* waiting copy of this title, only the one for this specific patron. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Nick Clemens (kidclamp) <nick@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Failed QA |Needs Signoff -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Nick Clemens (kidclamp) <nick@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #189870|0 |1 is obsolete| | --- Comment #3 from Nick Clemens (kidclamp) <nick@bywatersolutions.com> --- Created attachment 189892 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=189892&action=edit Bug 41282: Alert staff when patron's hold is filled at checkout When an item is checked out and the patron has a hold on the biblio we will fill thart hold with the item in hand Sometimes the hold this item fills has another copy that is already in transit or waiting on the shelf. We need to alert staff when this happens This patch adds a return of the hold from MoveReserve and adds an object message to the issue that is passed to the template If the hold was waiting or in transit we additionally pass a message in the hold that is returned To test: 1 - Place a biblio level hold for a patron 2 - Check an item from the biblio in and confirm the hold 3 - Check out a different item from the biblio to the patron 4 - Note the hold is filled, but there is no notice 5 - Apply the patch 6 - Repeat 1-3, note there is now a notice that a waiting hold was filled 7 - Place another hold for the patron for delivery at current branch 8 - Check the item in at a different branch and confirm transfer 9 - Switch back to first branch and check a different item from the biblio out to the patron 10 - Confirm the hold is filled and you are notified that a hold in transit was filled -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #4 from Nick Clemens (kidclamp) <nick@bywatersolutions.com> --- This will now include the name of the library where the item is waiting or intransit from We could add more to the payload as needed. We plan to add a message to the affected item after moving bug 17361 forward - Tomas is looking into that -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Steve, OSLRI, USA <sspohn@oslri.net> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |bywater@oslri.net, | |sspohn@oslri.net -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Owen Leonard <oleonard@myacpl.org> changed: What |Removed |Added ---------------------------------------------------------------------------- Assignee|koha-bugs@lists.koha-commun |nick@bywatersolutions.com |ity.org | -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #5 from Owen Leonard <oleonard@myacpl.org> --- Created attachment 189959 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=189959&action=edit Screenshot of alternative message placement We already display a lot of alerts above the checkout form. I'm worried it is inconsistent to put this one below the barcode input. See the attached image for an alternative. Does that make it more confusing? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Katie Bliss <kebliss@dmpl.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |kebliss@dmpl.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 mteal@greenvillelibrary.org changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |mteal@greenvillelibrary.org --- Comment #6 from mteal@greenvillelibrary.org --- Will this change affect when the patron is checking out the item through the Self-Check instead of at the desk? Will the checkout be allowed? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |In Discussion CC| |david@davidnind.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #7 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- (In reply to Owen Leonard from comment #5)
Created attachment 189959 [details] Screenshot of alternative message placement
We already display a lot of alerts above the checkout form. I'm worried it is inconsistent to put this one below the barcode input. See the attached image for an alternative.
Does that make it more confusing?
Owen's suggested message placement/formatting does seem more broadly consistent with other alerts. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Kristi Krueger <kkrueger@cuyahogalibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |kkrueger@cuyahogalibrary.or | |g -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Cheryl <clackman@fargolibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |clackman@fargolibrary.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Benjamin Daeuber <bdaeuber@cityoffargo.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |bdaeuber@cityoffargo.com --- Comment #8 from Benjamin Daeuber <bdaeuber@cityoffargo.com> --- Another option is to put the cancelled hold into the holds over tab or holds requesting cancellation tab on waitingreserves.pl. The most common scenario here seems to be someone checking out an title that's waiting for them at a different branch than the item that's currently on the hold shelf. In that scenario, a message to staff isn't as useful because they will then need to remember to call someone. Getting it into waitingreserves makes sure someone catches it regardless of what branch the item is waiting at. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #9 from Cheryl <clackman@fargolibrary.org> --- (In reply to Benjamin Daeuber from comment #8)
Another option is to put the cancelled hold into the holds over tab or holds requesting cancellation tab on waitingreserves.pl. The most common scenario here seems to be someone checking out an title that's waiting for them at a different branch than the item that's currently on the hold shelf. In that scenario, a message to staff isn't as useful because they will then need to remember to call someone. Getting it into waitingreserves makes sure someone catches it regardless of what branch the item is waiting at.
Yes please, "*put the cancelled hold into the holds over tab or holds requesting cancellation tab on waitingreserves.pl.*" we would like to do this. An alert is not actionable in the moment and we need something else *besides* the alert so we can do the thing. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #10 from Cheryl <clackman@fargolibrary.org> --- (In reply to Andrew Fuerste-Henry from comment #2)
I think this needs to tell the user when the waiting item is at a different library.
A wrinkle: 1 - place a bib-level hold for pickup at Fairfield 2 - check item from that bib in at Fairfield and confirm hold 3 - change library to Centerville 4 - check a different item from that bib out to your patron at Centerville 5 - Message reads "This item filled a hold that had another item waiting on the shelf for this patron, please check the holds shelf and check in any other copies." -- it'd be more helpful if it said "had another item waiting on the shelf *at Fairfield*"
Additionally, we may want to say "check in any other copies *waiting for this patron.*" That may be overly pedantic/picky, but staff don't want to check in *every* waiting copy of this title, only the one for this specific patron.
"This item fulfilled a waiting hold for this patron. Please find and check in any other hold-shelf copies* from the same bib record for this patron." This way you shouldn't need to specify any location, because what you are asking for is that the staff member find and check in ANY OTHER same-bib items still on the hold shelf (i.e. WHICHEVER hold shelf) for this patron. But again, ideally it would be best to just put the item on the holds-over report to be pulled. Cheryl *If you don't like this wording, you could also say, "This item fulfilled a waiting hold for this patron. Please find[/remove?] and check in any other [waiting hold copies] from the same bib record for this patron." (But please note the reason I said "hold-shelf copies" in the first place was that at the point the second copy got checked out to the patron, the first copy is no longer "Waiting.") -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Michelle Spinney <mspinney@clamsnet.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |mspinney@clamsnet.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 lthorrat@cuyahogalibrary.org <lthorrat@cuyahogalibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |lthorrat@cuyahogalibrary.or | |g -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Brendan Lawlor <blawlor@clamsnet.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |blawlor@clamsnet.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Ilona R <hattara@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |hattara@gmail.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Nick Clemens (kidclamp) <nick@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|In Discussion |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Nick Clemens (kidclamp) <nick@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #189892|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #11 from Nick Clemens (kidclamp) <nick@bywatersolutions.com> --- Created attachment 201292 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=201292&action=edit Bug 41282: Alert staff when patron's hold is filled at checkout When an item is checked out and the patron has a hold on the biblio we will fill thart hold with the item in hand Sometimes the hold this item fills has another copy that is already in transit or waiting on the shelf. We need to alert staff when this happens This patch adds a return of the hold from MoveReserve and adds an object message to the issue that is passed to the template If the hold was waiting or in transit we additionally pass a message in the hold that is returned To test: 1 - Place a biblio level hold for a patron 2 - Check an item from the biblio in and confirm the hold 3 - Check out a different item from the biblio to the patron 4 - Note the hold is filled, but there is no notice 5 - Apply the patch 6 - Repeat 1-3, note there is now a notice that a waiting hold was filled 7 - Place another hold for the patron for delivery at current branch 8 - Check the item in at a different branch and confirm transfer 9 - Switch back to first branch and check a different item from the biblio out to the patron 10 - Confirm the hold is filled and you are notified that a hold in transit was filled -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #12 from Nick Clemens (kidclamp) <nick@bywatersolutions.com> --- (In reply to Owen Leonard from comment #5)
Created attachment 189959 [details] Screenshot of alternative message placement
We already display a lot of alerts above the checkout form. I'm worried it is inconsistent to put this one below the barcode input. See the attached image for an alternative.
Does that make it more confusing?
Updated to move the messages upwards (In reply to mteal from comment #6)
Will this change affect when the patron is checking out the item through the Self-Check instead of at the desk? Will the checkout be allowed?
This doesn't change how the hold is handled, it just adds an alert to the staff interface (In reply to Cheryl from comment #9)
(In reply to Benjamin Daeuber from comment #8)
Another option is to put the cancelled hold into the holds over tab or holds requesting cancellation tab on waitingreserves.pl. The most common scenario here seems to be someone checking out an title that's waiting for them at a different branch than the item that's currently on the hold shelf. In that scenario, a message to staff isn't as useful because they will then need to remember to call someone. Getting it into waitingreserves makes sure someone catches it regardless of what branch the item is waiting at.
Yes please, "*put the cancelled hold into the holds over tab or holds requesting cancellation tab on waitingreserves.pl.*" we would like to do this. An alert is not actionable in the moment and we need something else *besides* the alert so we can do the thing.
This is an excellent idea, I think we should have both an alert, and a way to view these after the fact. This bug will add the alert, I filed another bug for adding a status: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42945 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Anneli Österman <anneli.osterman@koha-suomi.fi> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |anneli.osterman@koha-suomi. | |fi --- Comment #13 from Anneli Österman <anneli.osterman@koha-suomi.fi> --- I tested this in a sandbox and here are couple of notes: 1. When you check out item that fills a hold under transfer you get a notice like this: "This item filled a hold that had another item in-transit to this patron from Centerville." Could you also add where the item was going to? It might already be almost there and it would help to know where it was going and possibly inform that library. (And maybe "in transit" without the hyphen?) 2. When I applied the patch it added an empty blue alert box to the circulation.pl page even when there is nothing to alert. See attachment b41282-alertbox.png -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #14 from Anneli Österman <anneli.osterman@koha-suomi.fi> --- Created attachment 201718 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=201718&action=edit Screenshot of empty alert box -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 Andrii Nugged <nugged@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- See Also| |https://bugs.koha-community | |.org/bugzilla3/show_bug.cgi | |?id=41809 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #15 from Andrii Nugged <nugged@gmail.com> --- For the waiting-hold case discussed in comments 8-10, bug 41809 now has a patch implementing the persistent staff workflow: when the patron checks out another item from the same record, it keeps the waiting hold linked to the pickup-shelf item and adds a cancellation request instead of filling that hold with the checked-out item. The item then appears in Holds with cancellation requests until staff processes it. The existing fill behavior for non-waiting holds is unchanged. Bug 41282 remains relevant to the separate checkout alert and other states such as an item in transit. Review and testing of the waiting-hold solution are welcome on bug 41809. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #16 from Andrii Nugged <nugged@gmail.com> --- Correction to comment 15: the first patch on bug 41809 kept the waiting hold active and has now been superseded. The revised bug 41809 patch implements the persistent workflow requested in comments 8-10 while preserving fulfillment semantics: item B fulfills the hold, and item A receives a separate "Awaiting pickup-shelf cleanup" task in waitingreserves.pl until an accepted check-in clears it. Bug 41282 remains relevant for the checkout alert and for other states such as an item in transit. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41282 --- Comment #17 from Andrii Nugged <nugged@gmail.com> --- Further correction to comments 15 and 16 after a full regression review: The schema-based separate cleanup state on Bug 41809 has been withdrawn. Its replacement keeps the existing Waiting hold linked to item A and adds a normal cancellation request when the patron checks out item B from the same record. Item B is checked out successfully, while A remains unavailable and appears in Holds with cancellation requests until staff cancel the hold or check in A. The terminal hold history is therefore Cancelled. This directly provides the persistent, branch-actionable queue requested in comments 8-10 without introducing another item-availability state. Bug 41282 remains distinct and relevant for the checkout alert and for states such as an item in transit. Review and testing of the Waiting-state workflow are welcome on Bug 41809. -- You are receiving this mail because: You are watching all bug changes.
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