| Version 20 Upgrade Schedule | |||
| Task | Who | When | Status |
| Set up development environment to test complete upgrade process | FCLA | May/June | |
“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
Back to Available Item Hold Request 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.
Back to Available Item Hold Request 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.
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
!---------------------------------------------
!
! List of permitted libraries
!
!---->
WFU40
AMU40
CFU40
FAU40
FIU40
FSU40
GCU40
NCU40
NFU40
SFU40
UFU40
[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
!-------------------------------------------------------------------------------- ! ! 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
!-------------------------------------------------------------------------------- ! ! 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: