ALEPH

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:

UWF circ\tab\per_lib.ini

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

WFU50
UXU50
AMU50
CFU50
FAU50
FIU50
FSU50
GCU50
NCU50
NFU50
SFU50
UFU50