Circulation transactions

This page explains in detail the system's actions during a transaction according to the different variables (item status, presence of requests, etc.). It is intended to provide a better understanding of the logic of the RERO ILS circulation system. A more technical version of this document is available here.

Item request

1. Status On shelf :
   1. No request on the item → request added as pending, status unchanged
   2. Already one or more requests on the item:
      • Already a request for the same patron → request denied
      • No request for this patron → request added as pending, status unchanged
2. Status At desk :
   1. Already a request for the same patron → request denied
   2. No request for this patron → request added as pending, status unchanged
3. Statut On loan :
   1. Item already on loan for this patron → request denied
   2. Item on loan for another patron:
      • No request on the item → request added as pending, status unchanged
      • Already one or more requests on the item:
        • Already a request for the same patron → request denied
        • No request for this patron → request added as pending, status unchanged
4. Statut In transit for pickup :
   1. Already one or more requests on the item:
      • Already a request for the same patron → request denied
      • No request for this patron → request added as pending, status unchanged
5. Statut In transit :
   1. No request on the item → request added, status: In transit for pickup
   2. Already one or more requests on the item → (Impossible, see In transit for pickup)

Item checkout

1. Status On shelf :
   1. No request on the item → item checked out, status On loan
   2. Already one or more requests on the item:
      • 1st request for this patron → item checked out, status On loan
      • 1st request for another patron→ checkout denied
2. Status At desk :
   1. 1st request for this patron → item checked out, status On loan
   2. 1st request for another patron→ checkout denied
3. Status On loan :
   1. Item on loan for this patron → item check-in (status: see Item check-in)
   2. Item on loan for another patron → checkout denied
4. Status In transit for pickup :
   1. 1st request for this patron → item checked out, status On loan
   2. 1st request for another patron→ checkout denied
5. Status In transit :
   1. No request on the item → item checked out, status On loan
   2. Already one or more requests on the item → (Impossible, see In transit for pickup)

Item check-in

1. Status On shelf :
   1. No request on the item:
      • Check-in in the item's owning library → No action performed
      • Check-in in another library → Status: In transit
   2. Already one or more requests on the item:
      • 1st request is for this library → Request validated and status: At desk
      • 1st request for another library → Request validated and status: In transit for pickup
2. Status At desk :
   1. Check-in in the library of the 1st request → Status: At desk
   2. Check-in in another library → Status: In transit for pickup
3. Status On loan :
   1. No request on the item:
      • Check-in in the item's owning library → Check-in and status: On shelf
      • Check-in in another library → Check-in and status: In transit
   2. Already one or more requests on the item:
      • 1st request is for this library → Check-in, request validated and status: At desk
      • 1st request for another library → Check-in, request validated and status: In transit for pickup
4. Status In transit for pickup :
   1. 1st request is for this library → Check-in, request validated and status: At desk
   2. 1st request for another library → Status: In transit for pickup
5. Status In transit :
   1. No request on the item:
      • Check-in in the item's owning library → Reception and status: On shelf
      • Check-in in another library → No action performed, status: In transit
   2. Already one or more requests on the item → (Impossible, see In transit for pickup)