No Recalls Logic

If the item has holdable:true, then we need to test:

1. Are all items in ILL locations?
   • yes: trigger No Recalls
   • no: go to 2
2. Are items that are NOT in ILL Locations in non-holdable locations or a library that is currently closed:
   • yes: trigger No Recalls
   • no: allow normal hold placement through Symphony.

If No Recalls Triggered: Test Borrower Type

After it's been determined that the item meets no-recalls criteria, there are going to be three kinds of borrowers:

• ILLiad ineligible: we send these people to normal My Account. They will place a non-recalling hold.
• ILLiad eligible, has ILLiad account: we will send these people to a form where they place a hold through ILLiad but maybe in a better interface and with an optional exit to place a hold on Penn State's copy, but you may have to wait.
• ILLiad eligible, no ILLiad account: we will create a new ILLiad account for these people. They will get an email notification that an account was created for them, and they will have the ability to change their settings.

ILLiad eligibility is determined by account type -- only PA Borrowers are excluded.

Non-holdable Locations

Currently:

"ACQ-ORD", "ACQREF-UP", "AEROSPACE", "AH-X-TRANS", "ALLISON-SH", "AMER-GIFT", "AMER-LIT", "ARCHIVE-AA", "ARCHIVE-AB", "ARCHIVE-BD", "ARCHIVE-BK", "ARCHIVE-DE", "ARCHIVE-HY", "ARCHIVE-MA", "ARCHIVE-MP", "ARCHIVE-WS", "ARCV-ANNEX", "ARKTHESES", "ART-ARCHIT", "AS-GAMES", "ASKDESK-AC", "AS-VAULT", "ATHERTON", "ATLASES-AA", "ATLASES-BD", "ATLASES-HN", "ATLASES-MA", "ATLASES-SS", "AUDIO-ARCV", "AUDIOBKFE", "AUSTRALIA", "AUTHOR-FE", "AUTHORS", "BASEMENTHY", "BDJNL-PM", "BIBLES", "BINDERY", "BINDPRP-DN", "BLACKHIST", "BLOCKSON", "BLOCKS-VLT", "BROWSE-RH", "BROWSE-SS", "BTAA", "BUS-ALCV", "BUSREF-BD", "BUS-TEXTBK", "CANCELED", "CAPITAL", "CAREER-BK", "CARPENTER", "CARREF-BU", "CATALOGING", "CATOFF-HY", "CATREF-UP", "CCHC-FE", "CCHCREF-FE", "CHECKEDOUT", "CIRC1AA", "CIRCDESKHN", "CIRCDESKHY", "CIRCDESKWS", "CLINIC-DN", "CLINIC-DP", "CLOSERESDN", "CLOSERESDP", "CLOSERESPA", "COSTUME", "COUNTY", "CULTUREHUB", "CURRIC-AA", "CURRICR-GV", "CURRISS-HY", "DARCHIVE-P", "DEPTCHARGE", "DICTIO-NML", "DICTION-SS", "DICTION-WS", "DIGEST-DN", "DIGEST-DP", "DIGIPRES", "DISABILITY", "DISCARD", "DISPLAY-AA", "DISPLAY-BK", "DISPLAY-BR", "DISPLAY-DN", "DISPLAY-DP", "DISPLAY-DS", "DISPLAY-SV", "DOC-CENSUS", "DOC-MICROS", "DOCS-HB", "DOCS-NK", "DOCUSMD-DN", "DOCUSMF-DN", "DOCUSRF-DN", "DSLOFFCHRG", "DUPLICATE", "EDUMEDIAFE", "EICHE-AA", "ELECRES-BU", "ELECRES-MP", "ELECTSERHB", "EMBLEM", "ENCYCL-AH", "ENCYCL-DN", "ENCYCL-DP", "ENCYCL-SS", "ENGASCHLBK", "ENGL-LIT", "ERESERVES", "ETHICS-BK", "FACULTY-DP", "FACULTY-LV", "FEATRFILFE", "FILM-ARCV", "FINEPRINTG", "FOLIO-AC", "FOLIO-BK", "GAINES", "GAMES-BD", "GAMES-FE", "GARDEN-FE", "GOODMAN", "GRFCNOV-BK", "GRFCNOV-FE", "GRFCNOV-WS", "GROFF", "HANLEY", "HARSHBARGR", "HATHIETAS", "HC-8THAF", "HC-ARCHIVE", "HC-ASA", "HC-GCS", "HC-GENREF", "HC-MAPS", "HC-RAILRD", "HC-SERIALS", "HC-STORAGE", "HC-UMW", "HC-USWA", "HENISCH-RM", "HENISCH", "HIGHACRES", "HIST-ED", "HJSC-HB", "HOSTETLER", "HUNTINGTON", "IDEACOLLBK", "IDEALAB-BK", "ILL", "ILL-BK", "ILL-BR", "ILLEND", "ILL-HB", "ILL-HY", "ILL-SL", "ILL-SV", "ILL-UP", "ILL-WB", "ILL-WS", "ILL-YK", "INDEXES-AA", "INDEXES-AH", "INDEXES-BD", "INDEXES-BK", "INDEXES-BU", "INDEXES-DN", "INDEXES-EG", "INDEXES-EM", "INDEXES-GV", "INDEXES-HN", "INDEXES-HY", "INDEXES-LS", "INDEXES-SS", "INDEXES-WS", "INDEX-NML", "INVENT-KC", "ITALIAN", "JUVENILEFE", "KNEEBONE", "LANG", "LAPTOP-GWY", "LAPTOP-PO", "LEADERSHIP", "LEGAL-ALCV", "LEISURE-HB", "LGBTA-ROOM", "LGPLAN-MP", "LOCALHIST", "LOCHIST-FE", "LOST-ASSUM", "LOSTCARD", "LOST-CLAIM", "LOST-FIX", "LOST-PAID", "LOST", "LUCAS", "MAP-ARCV", "MARSHALL", "MASONIC", "MCCARTHY", "MEDHIST-HY", "MEDIA-PRES", "MEDIA-WS", "MEDITRM-DN", "MERIWETHER", "MFICHE-NML", "MFILM-NML", "MICRO-ARCV", "MICROIN-DN", "MICROIN-DP", "MICROS-AA", "MICROS-AH", "MICROS-BD", "MICROS-BU", "MICROS-DN", "MICROS-DP", "MICROS-ED", "MICROS-HB", "MICROS-HN", "MICROS-HY", "MICROS-LS", "MICROS-MA", "MICROS-PA", "MICROS-PM", "MICROS-PY", "MISSING", "MUSICCOLFE", "NAEA", "NEWBOOK-BK", "NEWDVD-FE", "NEWS-HY", "NEWS-NML", "NEWS-PAT", "NONBIB-REC", "NONCIRC-EG", "NONPRTR-GV", "OCCULT", "OFFSITE-BU", "OFFSITE-FE", "OFFSITE-NK", "OHARA-SL", "OHARA", "ONHOLD-AB", "ONHOLD-FE", "ONHOLD-MT", "ONLINE-DSL", "ONLINE", "ON-ORDER", "OPAQUE-NML", "OPENRES-AC", "ORDERED", "OVERSIZEWS", "PACTBKE-UP", "PACTRBK-UP", "PATERNO-HR", "PATTEE-COL", "PATTEE-W2", "PENNA-DN", "PENN-EM", "PERIOD-AA", "PERIOD-AH", "PERIODARCV", "PERIOD-BD", "PERIOD-BU", "PERIOD-ED", "PERIOD-GV", "PERIOD-HB", "PERIOD-LS", "PERIOD-NML", "PERIOD-PT", "PERIOD-RH", "PERIOD-SS", "PEROVER-DN", "PEROVER-DP", "PIPE1C919", "PIPEBA714A", "PIPEBA714", "PLANTPATEN", "PRESLAB-UP", "PRESREF-UP", "PRIESTLEY", "PSUARC-GCS", "PSUARCHIVE", "PSUARC-MSS", "PSUPRESS", "PUGH", "PURPLEQUIL", "RAMP-DP", "RAREBKS-HB", "RARE-BOOK", "RARE-CHILD", "RARE-DN", "RAREDS-DN", "RARE-GCS", "RARE-MAPS", "RARE-RACE", "RARERM-DN", "READRM-DP", "READ", "REF-AA", "REF-AB", "REF-AC", "REF-AH", "REF-ARCV", "REF-BD", "REF-BK", "REFBMT-HY", "REF-BR", "REF-BU", "REFDESK-AB", "REFDESK-AH", "REFDESK-BD", "REFDESK-BU", "REFDESK-ED", "REFDESK-GV", "REFDESK-LS", "REFDESK-MP", "REFDESK-RH", "REFDESK-SS", "REFDESK-WS", "REF-DE", "REF-DN", "REF-DP", "REF-DS", "REF-EDHIST", "REF-EDPACE", "REF-EDPAC", "REF-ED", "REF-EG", "REF-FE", "REF-GV", "REF-HB", "REF-HN", "REF-HY", "REF-LS", "REF-LV", "REF-MA", "REF-MK", "REF-MP", "REF-NK", "REF-NML", "REF-PM", "REF-RB", "REF-RESHUB", "REFRES-WB", "REF-SL", "REF-SS", "REF-SV", "REF-WB", "REF-WS", "REF-YK", "REJECTED", "REPAIR", "RESDESK-DN", "RESDESK-DP", "RESEARCHPA", "RESERVE-AA", "RESERVE-AB", "RESERVE-AC", "RESERVE-AH", "RESERVE-BD", "RESERVE-BK", "RESERVE-BR", "RESERVE-DE", "RESERVE-DN", "RESERVE-DP", "RESERVE-DS", "RESERVE-EG", "RESERVE-EM", "RESERVE-FE", "RESERVE-GV", "RESERVE-HB", "RESERVE-HN", "RESERVE-HY", "RESERVE-LS", "RESERVE-LV", "RESERVE-MA", "RESERVE-MD", "RESERVE-MK", "RESERVE-NK", "RESERVE-PA", "RESERVE-PM", "RESERVE-PO", "RESERVE-PY", "RESERVE-RE", "RESERVE-SL", "RESERVE-SV", "RESERVE-WB", "RESERVE-WS", "RESERVE-YK", "RESHELVING", "RICHTER", "ROBESON", "ROXBURGHE", "SANBORN-MP", "SCANGOVDOC", "SCI-FI", "SERMONS", "SLAVIC", "SLTXTBK", "SMITH", "SOCJUSTBK", "SOFTWAREHN", "SOILSURVEY", "SPC-ACAD", "SPC-BLKVLT", "SPC-BLOCK", "SPC-CATOII", "SPC-CATOI", "SPC-COLD", "SPC-DIGARC", "SPC-EXHIBT", "SPC-HENRM", "SPCINPROC", "SPC-MAPPHO", "SPC-MISS", "SPC-OHRARM", "SPC-PATRNO", "SPC-PATW3", "SPC-READRM", "SPC-REF", "SPC-SCIPRK", "SPC-SCISTO", "SPC-SERIAL", "SPC-VAULT", "SPC-WARING", "SPEC-CIRC1", "SPECCOL-BK", "SPECCOL-MK", "SPECCOL-SL", "SPECCOL-WS", "SPECCOL-YK", "SPECINT-HB", "SPEC-REF", "STACKS-HY2", "STACKS-MD", "STAPLETON", "STORAGE-HN", "STORAGE-MA", "TECHSERVDN", "TESTS-AB", "TESTS-GV", "TEXTBK-BR", "TEXTBOOKS", "THESIS-HB", "THESIS-NML", "TMI", "TRANSFER", "UNKNOWN", "UTOPIA", "VAULT", "VIDEO-ARCV", "VIDEO-HB", "WARINGAMER", "WARING", "WELLNESSBK", "WITHDRAWN", "YODER-AH", "Z-MISSING"

Sample Records

Catkeys and records coming from Cat Stage before the 11/2022 rollover. Actual WebService responses are saved as files in Teams > Discovery Project > Files > NoRecallsProjectResponses. It may be useful to have these on hands because items may be checked back in, though we can also manipulate records on Stage for our purposes (checking them out to me).

Holdable, All Copies Checked Out - should trigger No Recalls

• 510015
• 1088163
• 5302519
• 23121611

Holdable Copies Checked Out / Non-Holdable Copies on Shelf - should trigger No Recalls

On shelf in non-holdable location(s). All items in holdable locations checked out so we trigger No Recalls. Stage catkeys:

• 14467693
• 25338539
• 5819327
• 5894923
• 32176280

Some Copies Checked Out / At Least One Holdable Copy on Shelf - should have normal hold placement.

All have at least one holdable copy on shelf:

• 3558480
• 19200019
• 2349399

Multi-Volume Works

For now, all holdable multi-volume works will be sent to Symphony. It's not feasible at this time to try to separate them by ILL and Symphony holds.

• https://catalog.stage.k8s.libraries.psu.edu/catalog/8040828 Volume 1 for all holdable locations is checked out (some to Ruth). One holdable of volume 2 is checked out. No holdable volume 3s are checked out.