LP#1879983: Release notes for Curbside Pickup

This is in the first patch in a series for a new feature in
Evergreen called Curbside Pickup.

The Curbside Pickup features in Evergreen provides an interface to help
facilitate contact free pickup of library materials.  It provides a dedicated
interface in the staff client for library staff to track and manage curbside
pickup appointments and materials through the various stages of the process.
Staff can also schedule pickup appointments on behalf of patrons.  This feature
also allows patrons to schedule their own curbside pickup appointments in their
OPAC account, as well as inform the library when they have arrived and are
waiting for their materials.

To test
-------
(Testing notes were contributed by Andrea Neiman)

In order to test Curbside, you will need to place and capture holds at the
respective location you’re testing.  This work does not interfere with existing
hold rules or parameters, except to force checkout override in certain
circumstances.

In addition, the circ.curbside library setting must be enabled. These testing
suggestions assume that the A/T event definitions included in this patch
series have been enabled.

Things to test:

* MyAccount correctly reflects scheduling/scheduled options
* Alert staff on my arrival should move batch to the Patron is Outside
  tab
* Update appointment/cancel appointment options should move or remove
  the batch appropriately
* If a patron has pickups at multiple locations, they should be able
  to schedule separate pickups per location
* Email notices at various steps of the way are firing correctly
* Patron should get email for hold pickup, including scheduling
  curbside.
* Patron should get email confirming curbside pickup
* Patron should get email with checked out items, if email receipts
  are enabled
* Correct “batching” of items for pickup
* Batch moving correctly through tabs
* Batch is physically collocated - i.e. not containing pickups for
  other OUs
* Checkouts are performed correctly
* Check against patrons with blocks - force override should be in effect
* Settings are being respected with regard to pickup scheduling & time
  constraints
* Can’t create pickups in the past
* Pickups respect library open hours as set in Org Unit Administration
* Can’t create pickups if the 15-minute block is filled

Sponsored-by: PaILS
Signed-off-by: Galen Charlton <gmc@equinoxinitiative.org>
Signed-off-by: Michele Morgan <mmorgan@noblenet.org>

diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/Curbside_Pickup.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/Curbside_Pickup.adoc
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+Curbside Pickup
+^^^^^^^^^^^^^^^
+The Curbside Pickup features in Evergreen provides an interface to help
+facilitate contact free pickup of library materials.  It provides a dedicated
+interface in the staff client for library staff to track and manage curbside
+pickup appointments and materials through the various stages of the process.
+Staff can also schedule pickup appointments on behalf of patrons.  This feature
+also allows patrons to schedule their own curbside pickup appointments in their
+OPAC account, as well as inform the library when they have arrived and are
+waiting for their materials.  
+
+This is an extension of the existing holds functionality in Evergreen.  A hold
+must be placed for an item to be eligible for curbside pickup.  After an item
+has been captured for a hold and is available for pickup from the holds shelf,
+a curbside pickup appointment can be scheduled to allow the materials to be
+obtained in a contact free transaction.
+
+It can accommodate several different workflows depending on how the library
+decides to implement curbside pickup.  It can help library staff track and
+checkout batches of items to be picked up curbside and help facilitate
+communication between library staff and patrons.  It does not prescribe a
+specific workflow for curbside pickup.
+
+It can be used alongside regular (in the library) hold pickup.  Curbside pickup
+can be an option offered patrons in addition to regular pickup or it can
+be the primary pickup option depending on tghe library’s current service plan.
+
+It assumes the library will have a staff member assigned to managing curbside
+pickup throughout the day.
+
+Library Settings
+++++++++++++++++
+This feature adds the following library settings.
+
+ * `circ.curbside`: whether to enable curbside appointments for
+   picking up available hold requests. This default to off.
+    
+ * `circ.curbside.granularity`: interval between appointment slots. This
+   defaults to 15 minutes.
+ 
+ * `circ.curbside.max_concurrent`: how many appointments to permit per
+   time slot.  This defaults to 10.
+
+ * `circ.curbside.disable_patron_input`: if turned on, display scheduled
+    and pending appointments in My Account in the public catalog but
+    do not give the patron the ability to change them from My Account.
+    This defaults to false, i.e., allowing patrons to modify appointments
+    from My Account.
+
+Notifications And Action Triggers
++++++++++++++++++++++++++++++++++
+There are several new patron notice options related to curbside pickup. 
+
+When a patron’s holds are marked as ready for pickup in Evergreen, an email or
+text/SMS notification can be sent to let them know that curbside pickup is an
+option at their library.  This notice can be used to promote this service and
+the default message will prompt patrons to log in to their OPAC account to
+schedule an appointment or call the library to schedule an appointment.
+notice message is customizable.  The Trigger Event Definitions for this notice
+are called:
+
+ * Curbside offer Email notification, triggered by CurbsideSlot reactor on a
+   definition attached to the hold available hook
+ * Curbside offer SMS notification, triggered by CurbsideSlot reactor on a
+   definition attached to the hold available hook
+
+If a patron has scheduled a curbside pickup appointment, an email or text/SMS
+notification can be sent to confirm the appointment.  It will also prompt them
+to log into their account or call the library when they have arrived for their
+pickup appointment.  The Trigger Event Definitions for this notice are called:
+
+ * Curbside confirmation Email notification
+ * Curbside confirmation SMS notification
+
+Patrons can receive an email with a list of the items they checked out.  To
+receive this notice patrons must have an email address associated with their
+account and the option for “Email checkout receipts by default?” must be
+selected in their account.  This is an existing notice in Evergreen that ties
+in to the curbside pickup workflow.
+
+There is another action trigger called “Trigger curbside offer events and
+create a placeholder for the patron, where applicable”.  This action trigger
+does not send a notice to patrons or staff.  It is a silent action behind the
+scenes that initiates the curbside offer email or SMS notification described
+above.  
+
+Upgrade Notes
++++++++++++++
+This feature adds a new OpenSRF service, `open-ils.curbside`, which must be
+enabled and registered with the public router for the feature to function.
+
+This feature adds no new staff permissions.