ALEPH

Version 20

News for July 29th

  • Aleph REPT has been upgraded and is available again.
  • Arrow reports are also available.
  • You can resume normal loading of records.
  • On REPT the LC and MeSH Authority files are not yet available.
  • By the end of day we will be finished with all the V.20 upgrade steps (yah!).

    Schedule

    Version 20 Upgrade Schedule
    Task Who When Status
    Set up development environment to test complete upgrade process FCLA May/June
  • What is the Hold Request Workflow for Items that are Available?

    “Item Available” Request Workflow, Ex. Storage, Paging, Intra-Campus Delivery

    The Pickup Location is usually different than the Owning Sublibrary
    Ex. Storage – Storage items are generally available to everyone & are shipped to the pickup location chosen by the Patron

    Therefore (in this situation) there are two different workflows:
    1. Item Sublibrary Workflow
    2. Pickup Sublibrary Workflow

    Hold Request Workflow for Available items - Pickup Sublibrary

    Back to Available Item Hold Request Workflow

      Pickup Sublibrary Workflow

    Item is received at Pickup Location
    - Staff check-in Items – “Return” in client.
    This generates a Patron Hold Notice to Patron (item is available for Pickup) and Hold Slip to place with item on Hold Shelf.
    - "Hold Shelf Report" - can be run to process items that have not been picked by X days.

    Patron arrives and item is loaned to patron

    Patron returns items to Pickup Location
    - Return generates a transfer slip back to Item’s Sublibrary (Owning sublibrary).
    - Item is shipped back to Owning Sublibrary.
    - "Report of In-Transit Items" – will show Owning sublib and “In-Transit to” sublib which will be the Owning Sublib - *same.

    Available Item Hold Request - Owning Sublibrary Workflow

    Back to Available Item Hold Request Workflow

      Owning (Item SubLibrary) Workflow

    Item Located in Mango – Request Placed

    Choose pickup location

    "Call Slips for Requests" – Running daily @ intervals in Batch
    - Generates Pull Slip at Sublibrary where item is located.
    - Item is pulled from Shelf
    - Staff “Returns” item in client
    Return generates a transfer slip to Pickup Location. (recommended)
    - Item is shipped to Pickup Location.
    Goto Pickup Sublibrary Workflow
    - Once received from Pickup Location, Staff Returns item.
    End of Workflow.

    What is the Hold Requests Workflow for Unavailable items?

    Standard Request - Item Borrowed & Picked up from same sublibrary – Request for an item that is unavailable (On Loan) to be placed on Hold.

    Item Located in Mango - Hold Placed

    "Recall Items on Loan" job – Running daily in Batch
    a. Changes Due date based on settings in circ policy
    b. Sends out letter to current Borrower – item has been recalled, please return by new due date
    c. Changes “Requested” Status to “Recalled”

    Item Returned by Current Borrower
    a. Return generates email notice for Requester – Item Available for Pickup
    &
    b. Hold Slip is generated for Item to be put on Hold Shelf

    UWF ill\tab\per_lib.ini

    !---------------------------------------------
    !
    ! List of permitted libraries
    !
    !---->

    WFU40
    AMU40
    CFU40
    FAU40
    FIU40
    FSU40
    GCU40
    NCU40
    NFU40
    SFU40
    UFU40

    UWF ill\tab\ill.ini

    [General]
    EnableRefer=Y
    DefaultBorrowing=N

    [JobMgrBatchLog]
    MaxBatchLogSize=50000

    [BorrowStatusTree]
    DisplayMessages=Y
    ExpandMessages=Y
    ExpandStatuses=Y
    OpenByDefault=N

    [LendStatusTree]
    DisplayMessages=Y
    ExpandMessages=Y
    ExpandStatuses=Y
    OpenByDefault=N

    [AdminTree]
    APDUExceptions=Y
    CustomerID=Y
    BkColor=190,240,215

    [GetDefaultValue]
    RequestedMedia=N
    NeedByDate=
    ExpRetDate=

    [AddSupplierMethod]
    PartnerCodeSearch=Y
    [BorrowingTree]
    BkColor=190,240,215
    [LendingTree]
    BkColor=190,240,215
    [SearchTree]
    BkColor=190,240,215

    UWF circ\tab\eng\menu.dat

    !--------------------------------------------------------------------------------
    !
    !                        Menu Texts
    !
    !                ID                                Data
    !                40                                 255
    !---------------------------------------!---------------------------------------->
    
    
    
    ALEPH                                   #&ALEPH
    DATE                                    #&Dates
    LOAN_RENEW                              #Renew &Loan by Barcode
    LOAN                                    #&Circulation
    USER                                    #&Patrons
    ITEM                                    #&Items
    END_SESSION                             #End Current Session
    SHORT_LOAN                              #Reserve Items
    

    UWF circ\tab\eng\window.dat

    !--------------------------------------------------------------------------------
    !
    !                        Window Texts
    !
    !                ID                                Data
    !                40                                 255
    !---------------------------------------!---------------------------------------->
    
    
    
    ItemLoan.Tab.Screen0                    #General Information
    ItemLoan.Tab.Screen1                    #Loan Information
    ItemLoan.Static.ID                      #Patron ID/Name:
    ItemLoan.Static.Address                 #Address:
    ItemLoan.Static.Telno                   #Telephone:
    ItemLoan.Static.ZipCode                 #Zip Code:
    ItemLoan.Static.Delinq                  #Block Codes:
    ItemLoan.Static.BorStatus               #Patron Status: