ALEPH

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

UWF circ\tab\rmt_reg.ini

!---------------------------------------------
!
! List of remote registration libraries
!
!---->

CFU50
FAU50
FIU50
FSU50
GCU50
NCU50
NFU50
SFU50
UFU50
WFU50
BEC50
BOC50
CCC50
CJC50
DBC50
ECC50
FJC50
FKC50
GCC50
HCC50
IRC50
LCC50
LSC50
MJC50
MDC50
NJC50
OWC50
PHC50
PJC50
PKC50
SSC50
SPC50
SCC50
SCN50
SOC50
TCC50
VCC50