From 326d7a2c5094e7301c4e0934fb845648fc965e73 Mon Sep 17 00:00:00 2001 From: Kevin Reiss Date: Fri, 29 Jul 2022 10:45:53 -0500 Subject: [PATCH 1/5] Draft of accounts. --- docs/accounts.md | 23 +++++++++++++++++++++++ 1 file changed, 23 insertions(+) create mode 100644 docs/accounts.md diff --git a/docs/accounts.md b/docs/accounts.md new file mode 100644 index 000000000..c3dd7ceb3 --- /dev/null +++ b/docs/accounts.md @@ -0,0 +1,23 @@ +# Blacklight Login Scenarios + +## Unauthenticated User from main menu + +## Library Account - From the User Menu Bar + * with Netid - devise user type "cas" + * with your Alma active barcode -credentials are Last Name and active barcode devise user type "barcode" - this is a legacy option, no new accounts being set up in this fashion. + * with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" + + +## Bookmarks and Search History - Blacklight User Account https://catalog.princeton.edu/bookmarks abd (Login option is buried in a link) + a. with Netid - devise user type "cas" + b. with your Alma active barcode -credentials are Last Name and active barcode devise user type "barcode" - this is a legacy option, no new accounts being set up in this fashion. + c. with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" + + +## Unauthenticated User from a request page + * with Netid - devise user type "cas" + * with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" + * Request Login with Last Name and Barcode no longer permitted. + + + From 5340c86dc6c35cfcee9f407e92cc56dd8b2c26b2 Mon Sep 17 00:00:00 2001 From: Kevin Reiss Date: Fri, 9 Sep 2022 13:41:48 -0500 Subject: [PATCH 2/5] First pass at patron group definition and current overview of request types in OL. --- docs/accounts.md | 6 ++---- docs/patron_groups.md | 44 +++++++++++++++++++++++++++++++++++++++++++ docs/request_types.md | 14 ++++++++++++++ docs/requests.md | 2 +- 4 files changed, 61 insertions(+), 5 deletions(-) create mode 100644 docs/patron_groups.md create mode 100644 docs/request_types.md diff --git a/docs/accounts.md b/docs/accounts.md index c3dd7ceb3..6cc9b0636 100644 --- a/docs/accounts.md +++ b/docs/accounts.md @@ -8,16 +8,14 @@ * with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" -## Bookmarks and Search History - Blacklight User Account https://catalog.princeton.edu/bookmarks abd (Login option is buried in a link) +## Bookmarks and Search History - Blacklight User Account https://catalog.princeton.edu/bookmarks and (Login option is buried in a link) a. with Netid - devise user type "cas" - b. with your Alma active barcode -credentials are Last Name and active barcode devise user type "barcode" - this is a legacy option, no new accounts being set up in this fashion. - c. with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" + b. with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" ## Unauthenticated User from a request page * with Netid - devise user type "cas" * with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" - * Request Login with Last Name and Barcode no longer permitted. diff --git a/docs/patron_groups.md b/docs/patron_groups.md new file mode 100644 index 000000000..aa3ff4468 --- /dev/null +++ b/docs/patron_groups.md @@ -0,0 +1,44 @@ +# Patron Groups and Request Options + +One needs an Alma account that is active to make requests for library materials except for those that are in our special collections and can be requested directly through the Aeon system. + +We have two groupings of patron types. + +* "core" patrons, patrons who are full-time members of the Princeton Community members who have access to all our request services. +* "affiliate" patrons, patrons who have been sponsored for access to selective services through their local institutions connection to Princeton or by their connection to a full-time member of the Princeton Community. + +## Core Alma Patron Groups + +* P Faculty & Professional +* GRAD Graduate Students +* REG Regular Staff +* SENR Senior undergraduate +* UGRD Undergraduate +* SUM Summer Student + +### Core request servies + +* Recap Physical Delivery Request (Offsite Materials) +* Recap Electronic Delivery Request (scan a selction shelved at ReCAP on demand) +* Annex Phyiscal Delivery Request (Offsite Materials) +* Annex Electronic Delivery Request (scan a selction shelved at Annex on demand) +* On Order Requests (Items in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived.) +* In Process Requests (Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". Items that are here on campus but are not yet prepared for final shelving." +* Pick-up Service (request an item for pick-up that is shelved at a campus library) +* Digitization Request (scan a selction from an item shelved on campus on demand) +* Clancy Physical Delivery Request (Offsite Marquand Items at the Clancy Facility) +* Clancy Electronic Delivery Request (scan a selection shelved at Clancy on demand) +* Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad)) +* Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) + +## Affiliate Alma Patron Groups + +* Affiliate +* Affiliate-P + +### Affiliate Patron Services + +* Recap Physical Delivery Request (Offsite Materials) +* Recap Electronic Delivery Request (scan a selction shelved at ReCAP on demand) +* Annex Phyiscal Delivery Request (Offsite Materials) +* Annex Electronic Delivery Request (scan a selction shelved at Annex on demand) diff --git a/docs/request_types.md b/docs/request_types.md new file mode 100644 index 000000000..7623ea1f9 --- /dev/null +++ b/docs/request_types.md @@ -0,0 +1,14 @@ +# Request Services available through Orangelight + +* Recap Physical Delivery Request (Offsite Materials) +* Recap Electronic Delivery Request (scan a selction shelved at ReCAP on demand) +* Annex Phyiscal Delivery Request (Offsite Materials) +* Annex Electronic Delivery Request (scan a selction shelved at Annex on demand) +* On Order Requests (Items in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived.) +* In Process Requests (Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". Items that are here on campus but are not yet prepared for final shelving." +* Pick-up Service (request an item for pick-up that is shelved at a campus library) +* Digitization Request (scan a selction from an item shelved on campus on demand) +* Clancy Physical Delivery Request (Offsite Marquand Items at the Clancy Facility) +* Clancy Electronic Delivery Request (scan a selection shelved at Clancy on demand) +* Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad)) +* Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) \ No newline at end of file diff --git a/docs/requests.md b/docs/requests.md index 51a88256b..930cb8523 100644 --- a/docs/requests.md +++ b/docs/requests.md @@ -50,7 +50,7 @@ The gem was integrated into orangelight in April of 2022 by moving the code from 1. ```source``` https://catalog.princeton.edu/requests/9702169?mfhd=9525518&source=pulsearch - Facilitates redirection to the source system that generated the request. Currently responds to ```pulsearch``` or ```catalog```, other values will be ignored. 2. ```/requests/{thesis_id}``` Example: https://catalog.princeton.edu/requests/dsp01vx021h212. This will result in a redirect to the AEON system. -## Testing User Roles +## ~~Testing User Roles~~ Deprecated Under current campus access policies if you are interactively testing this gem you need to grant your net ID full campus access privileges. You can do by adding your net ID to the campus access list in the bibdata instance you are testing with. To do so: From 3a18208ae24f3d6609ef49cad0732de67f879473 Mon Sep 17 00:00:00 2001 From: Kevin Reiss Date: Thu, 15 Sep 2022 22:37:26 -0500 Subject: [PATCH 3/5] Further fleshing out each request type. Add info about GUEST patron group. --- docs/patron_groups.md | 13 +++++++------ docs/request_types.md | 40 +++++++++++++++++++++++++++++++++------- 2 files changed, 40 insertions(+), 13 deletions(-) diff --git a/docs/patron_groups.md b/docs/patron_groups.md index aa3ff4468..dfe977819 100644 --- a/docs/patron_groups.md +++ b/docs/patron_groups.md @@ -5,7 +5,7 @@ One needs an Alma account that is active to make requests for library materials We have two groupings of patron types. * "core" patrons, patrons who are full-time members of the Princeton Community members who have access to all our request services. -* "affiliate" patrons, patrons who have been sponsored for access to selective services through their local institutions connection to Princeton or by their connection to a full-time member of the Princeton Community. +* "affiliate" and "guest" patrons, patrons who have been sponsored for access to selective services through their local institutions connection to Princeton or by their connection to a full-time member of the Princeton Community. "Guest" patrons have purchased borrowing services from the library. ## Core Alma Patron Groups @@ -25,20 +25,21 @@ We have two groupings of patron types. * On Order Requests (Items in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived.) * In Process Requests (Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". Items that are here on campus but are not yet prepared for final shelving." * Pick-up Service (request an item for pick-up that is shelved at a campus library) -* Digitization Request (scan a selction from an item shelved on campus on demand) +* Digitization Request (scan a selection from an item shelved on campus on demand) * Clancy Physical Delivery Request (Offsite Marquand Items at the Clancy Facility) * Clancy Electronic Delivery Request (scan a selection shelved at Clancy on demand) * Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad)) * Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) -## Affiliate Alma Patron Groups +## Affiliate and Guest Alma Patron Groups * Affiliate * Affiliate-P +* GUEST -### Affiliate Patron Services +### Affiliate and Guest Patron Services * Recap Physical Delivery Request (Offsite Materials) -* Recap Electronic Delivery Request (scan a selction shelved at ReCAP on demand) +* Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) * Annex Phyiscal Delivery Request (Offsite Materials) -* Annex Electronic Delivery Request (scan a selction shelved at Annex on demand) +* Clancy Physical Delivery Request (page an offsite Marquand Library Item) diff --git a/docs/request_types.md b/docs/request_types.md index 7623ea1f9..98a0560d5 100644 --- a/docs/request_types.md +++ b/docs/request_types.md @@ -1,14 +1,40 @@ # Request Services available through Orangelight * Recap Physical Delivery Request (Offsite Materials) -* Recap Electronic Delivery Request (scan a selction shelved at ReCAP on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials Managed in SCSB Status: Available +* Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials Managed in SCSB Status: Available * Annex Phyiscal Delivery Request (Offsite Materials) -* Annex Electronic Delivery Request (scan a selction shelved at Annex on demand) -* On Order Requests (Items in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived.) -* In Process Requests (Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". Items that are here on campus but are not yet prepared for final shelving." + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) +* Annex Electronic Delivery Request (scan a selection shelved at Annex on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) + * Annex Electronic Delivery Requests are placed in ILLiad. +* On Order Requests + * Items that are in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived. + * On order requests are emailed to the Library where the items will be permeantly shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. +* In Process Requests + * Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". These requests expedite processing of items that are here on campus have not yet been prepared to be placed on shelf. Materials have an Alma Base Status of "Item Not in Place". + * In Process requests are emailed to the Library where the items will be permeantly shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. * Pick-up Service (request an item for pick-up that is shelved at a campus library) -* Digitization Request (scan a selction from an item shelved on campus on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) - pick-up requests for these materials are sent via email to circ staff. +* Digitization Request (scan a selection from an item shelved on campus on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) + * Digitization requests for campus materials are placed through ILLiad. * Clancy Physical Delivery Request (Offsite Marquand Items at the Clancy Facility) + * Items in Marquand locations that are not at ReCAP or or are not Supervised Use Materials (items that are in Special Collections. In bibdata's holding_location table the flag aeon=true) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) - Request sent via email to Marquand staff. * Clancy Electronic Delivery Request (scan a selection shelved at Clancy on demand) -* Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad)) -* Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) \ No newline at end of file + * Items in Marquand locations that are not at ReCAP or are not Supervised Use Materials (items that are in Special Collections. In bibdata's holding_location table the flag aeon=true) + * Requests are placed in ILLiad +* Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad) + * Any item that has a process type that is not Acquisition or In Process and has an Alma Base Status of "Item Not In Place". For items that are in the "In Process" type any items in a work order type that is NOT "Acquisitions and Cataloging". +* Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) + * Reading Room Requests are placed in Aeon + * Any item in special collections location (aeon = true in the bibdata holding_location table) \ No newline at end of file From d156e23e12b10b92142296f4d7a1c84db0e99b6f Mon Sep 17 00:00:00 2001 From: Kevin Reiss Date: Thu, 15 Sep 2022 22:38:30 -0500 Subject: [PATCH 4/5] clarify resource sharing. --- docs/request_types.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/request_types.md b/docs/request_types.md index 98a0560d5..c6708b937 100644 --- a/docs/request_types.md +++ b/docs/request_types.md @@ -35,6 +35,7 @@ * Requests are placed in ILLiad * Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad) * Any item that has a process type that is not Acquisition or In Process and has an Alma Base Status of "Item Not In Place". For items that are in the "In Process" type any items in a work order type that is NOT "Acquisitions and Cataloging". + * If a match is found requests are placed in Borrow Direct's Relais system; otherwise requests are placed in ILLiad. * Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) * Reading Room Requests are placed in Aeon * Any item in special collections location (aeon = true in the bibdata holding_location table) \ No newline at end of file From b415d23acf672589aee435ab6eaf688be14a055d Mon Sep 17 00:00:00 2001 From: Max Kadel Date: Thu, 29 Sep 2022 09:07:29 -0400 Subject: [PATCH 5/5] Fix typos --- docs/accounts.md | 7 ++----- docs/patron_groups.md | 8 ++++---- docs/request_types.md | 8 ++++---- 3 files changed, 10 insertions(+), 13 deletions(-) diff --git a/docs/accounts.md b/docs/accounts.md index 6cc9b0636..908d8c313 100644 --- a/docs/accounts.md +++ b/docs/accounts.md @@ -10,12 +10,9 @@ ## Bookmarks and Search History - Blacklight User Account https://catalog.princeton.edu/bookmarks and (Login option is buried in a link) a. with Netid - devise user type "cas" - b. with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" + b. with your Alma internal account credentials (Username is the "primary identifier" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" ## Unauthenticated User from a request page * with Netid - devise user type "cas" - * with your Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" - - - + * with your Alma internal account credentials (Username is the "primary identifier" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" diff --git a/docs/patron_groups.md b/docs/patron_groups.md index dfe977819..7a94ca755 100644 --- a/docs/patron_groups.md +++ b/docs/patron_groups.md @@ -19,9 +19,9 @@ We have two groupings of patron types. ### Core request servies * Recap Physical Delivery Request (Offsite Materials) -* Recap Electronic Delivery Request (scan a selction shelved at ReCAP on demand) -* Annex Phyiscal Delivery Request (Offsite Materials) -* Annex Electronic Delivery Request (scan a selction shelved at Annex on demand) +* Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) +* Annex Physical Delivery Request (Offsite Materials) +* Annex Electronic Delivery Request (scan a selection shelved at Annex on demand) * On Order Requests (Items in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived.) * In Process Requests (Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". Items that are here on campus but are not yet prepared for final shelving." * Pick-up Service (request an item for pick-up that is shelved at a campus library) @@ -41,5 +41,5 @@ We have two groupings of patron types. * Recap Physical Delivery Request (Offsite Materials) * Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) -* Annex Phyiscal Delivery Request (Offsite Materials) +* Annex Physical Delivery Request (Offsite Materials) * Clancy Physical Delivery Request (page an offsite Marquand Library Item) diff --git a/docs/request_types.md b/docs/request_types.md index c6708b937..354259bcc 100644 --- a/docs/request_types.md +++ b/docs/request_types.md @@ -6,7 +6,7 @@ * Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) * Materials Managed in Alma Base Status: Item in Place * Materials Managed in SCSB Status: Available -* Annex Phyiscal Delivery Request (Offsite Materials) +* Annex Physical Delivery Request (Offsite Materials) * Materials Managed in Alma Base Status: Item in Place * Materials without a base status and which are not in a process type (Alma Physical Titles Only) * Annex Electronic Delivery Request (scan a selection shelved at Annex on demand) @@ -15,10 +15,10 @@ * Annex Electronic Delivery Requests are placed in ILLiad. * On Order Requests * Items that are in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived. - * On order requests are emailed to the Library where the items will be permeantly shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. + * On order requests are emailed to the Library where the items will be permanently shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. * In Process Requests * Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". These requests expedite processing of items that are here on campus have not yet been prepared to be placed on shelf. Materials have an Alma Base Status of "Item Not in Place". - * In Process requests are emailed to the Library where the items will be permeantly shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. + * In Process requests are emailed to the Library where the items will be permanently shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. * Pick-up Service (request an item for pick-up that is shelved at a campus library) * Materials Managed in Alma Base Status: Item in Place * Materials without a base status and which are not in a process type (Alma Physical Titles Only) - pick-up requests for these materials are sent via email to circ staff. @@ -27,7 +27,7 @@ * Materials without a base status and which are not in a process type (Alma Physical Titles Only) * Digitization requests for campus materials are placed through ILLiad. * Clancy Physical Delivery Request (Offsite Marquand Items at the Clancy Facility) - * Items in Marquand locations that are not at ReCAP or or are not Supervised Use Materials (items that are in Special Collections. In bibdata's holding_location table the flag aeon=true) + * Items in Marquand locations that are not at ReCAP or are not Supervised Use Materials (items that are in Special Collections. In bibdata's holding_location table the flag aeon=true) * Materials Managed in Alma Base Status: Item in Place * Materials without a base status and which are not in a process type (Alma Physical Titles Only) - Request sent via email to Marquand staff. * Clancy Electronic Delivery Request (scan a selection shelved at Clancy on demand)