Differences

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--- ill_rush_receiving [2024/03/26 15:04]
kzdepski
+++ ill_rush_receiving [2024/03/26 16:16]
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 ====== ILL Books on Demand RUSH Items ======
-===== Books on Demand Ordering Policy & Process =====
 The current Books on Demand policy is available on Libwire at https://intranet.library.umass.edu/intranet/Apps/detail_view.cfm?MenuID=21&CategoryID=2&ID=77. It was last updated and approved by Leadership Council in December 2021.
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 If it is possible to purchase:
   * Places the order
-  * Creates an order record in FOLIO with a note "ILL RUSH - TN[ILLiad Transaction Number]"
+  * Creates an order record in FOLIO with a note "ILL RUSH - TN[ILLiad Transaction Number]" and a hold for the patron (if Hold for Pickup) or for the ILL account (if Mail to Address)
   * Adds a note to the request in ILLiad
   * Adds "azz" to the Lending String in ILLiad
-  * Sends the ILLiad notification "Acquisitions - On Order" (his notifies the patron that the item will be purchased and that they will received another notification when the item is available, and routes the request to the Acquisitions on Order queue)
+  * Sends the ILLiad notification "Acquisitions - On Order" (this notifies the patron that the item will be purchased and that they will received another notification when the item is available, and routes the request to the Acquisitions on Order queue)
+===== E-books =====
+When the purchased e-book is available, Acquisition Specialist (with the Acquisitions Unit Coordinator as a backup):
+  * [Acquisitions -- insert anything needed re. FOLIO or other processing here]
+  * Sends the ILLiad notification "Acquisitions - ebook available", edited to include a link to the specific ebook (this notifies the patron with how to access the item, and routes the request to the Request Finished queue.)
+==== Physical Materials ====
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 **Acquisitions Staff**
+  * Adds barcode to item
   * Receives item in FOLIO
+  * [Acquisitions -- please add any exact language or instructions, including about note to give to cataloging when returned]
   * Prints FOLIO page, which includes the note "ILL RUSH - TN[ILLiad Transaction Number]"
   * Places item with FOLIO printout on ILL shelf for ILL Books on Demand Rush items
-As always when receiving an item, check the “Library Notes” field in the order record in ALEPH. If the item is a BOD (or Book on High Demand) it will be noted in this field as “ILL RUSH.”
+**ILL Staff**
-Receive and copy catalog the item if it is associated with an acceptable record, or for which such a record can be found in OCLC.
+  * Uses TN# from FOLIO printout to bring up the request in ILLiad
-Whether or not you can copy catalog the item, after completing work on it in ALEPH, you need to then process it in ILLiad before passing it on to Linda Fish (if you cataloged it) or Rachel Hobbie (if you didn?t catalog it.)
+  * If patron is marked Hold for Pickup, send the notification "*Requested through the 5C Catalog", and give book to Circulation to go on appropriate hold shelf
-Follow the RUSH procedures documented here: http://www.library.umass.edu/wikis/acp/doku.php?id=rush_cataloging_and_processing_workflow
+  * If the patron is marked Mail to Address, mark the location as [TBD] and route the request to Document Deliver "Awaiting DD Stacks Searching" queue, then process as a normal Library Express request.
-Open ILLiad
-  - a.	Find request in “Acquisitions on order” queue and double-click to open request
-  - b.	Add “azz” to the “Lender” field
-  - c.	Print request form
-  - i.	Click on round notecard icon in upper left-hand corner
-  - ii.	Click on “Print Request”
-  - iii.	ILLiad Printer Settings dialog box will come up
-  - 1.	Make sure “View merged document before printing” box is checked
-  - 2.	Click “Print” – it shouldn’t matter which printer is selected
-  - 3.	A Word .doc will open
-  - a.	Print “Form Letters1” (has imported request info)
-  - 4.	Once you’ve printed, close the Word .doc and choose “Don’t Save”
-{{:bod1.jpg|}}
-Step 1.c : Print Request Form
-  - d.	Select “Send Email”, then “Book Purchase Notification” to email to patron that Circ will let them know when this item is available for them to pick up
-  - i.	Click “Yes” under “Save changes before continuing” popup
-  - ii.	Lender Selection screen will pop up – click “Select” in upper left corner of the screen
-  - iii.	Email template should come up
-  - 1.	All info should import in the email fields
-  - iv.	Make sure “Change Status on Send” button is highlighted in orange
-  - 1.	If it’s not, click on that area to make it orange
-  - v.	Click “Send”
-  - 1.	Request will automatically route to “Request Finished” status in ILLiad
-  - Put the item, with the Interlibrary Loan Request Form inserted, on Linda Fish’s RUSH truck if you cataloged it. Give to Rachel Hobbie if the cataloging is incomplete. Follow the RUSH procedures documented here: http://www.library.umass.edu/wikis/acp/doku.php?id=rush_cataloging_and_processing_workflow
-{{:bod2.jpg|}}
-Step 1.d : Send notification email to patron
-Troubleshooting
-Q: What happens if I click something and the request disappears from the queue I was in?
-A: Nothing is ever truly lost in ILLiad!  If you remember a piece of information about the item
-(title of the book, Transaction Number (TN), etc.), you can do a search under “Search Requests”
-{{:bod3.png|}}
+The item then goes out to the patron; when the item is returned, based on the note Circulation will leave for cataloging to be completed [Metadata, update this section with your notes and steps]. See also the RUSH procedures documented here: http://www.library.umass.edu/wikis/acp/doku.php?id=rush_cataloging_and_processing_workflow