Draft of accounts.

docs/accounts.md

@@ -0,0 +1,18 @@
+# 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 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 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 identifier" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" 

docs/patron_groups.md

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+# 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" 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
+
+* 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 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)
+* 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 and Guest Alma Patron Groups
+
+* Affiliate
+* Affiliate-P 
+* GUEST
+
+### Affiliate and Guest Patron Services 
+
+* Recap Physical Delivery Request (Offsite Materials)
+* Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand)
+* Annex Physical Delivery Request (Offsite Materials)
+* Clancy Physical Delivery Request (page an offsite Marquand Library Item)

docs/request_types.md

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+# Request Services available through Orangelight
+
+* Recap Physical Delivery Request (Offsite Materials)
+    * 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 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) 
+    * 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 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 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. 
+* 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 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)
+    * 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". 
+    * 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)

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: