Differences
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ill_rush_receiving [2024/03/26 16:17] kzdepski |
ill_rush_receiving [2024/04/24 18:13] (current) sstangroom [Physical Materials] |
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| **ILL Staff** | **ILL Staff** | ||
| - | Temporarily, until Acquisitions/Cataloging have the capacity, ILL does not automatically send loan requests from patrons which were published in the last 3 years to Acquisitions Review as described in the Books on Demand policy. Instead, ILL staff send requests that either they have not been able to borrow from another library, or which the patron has asked to be purchased and added to the collections if possible to the **Acquisitions Review** queue in ILLiad. | + | Temporarily, until Acquisitions/Cataloging have the capacity, ILL does not automatically send loan requests from patrons which were published in the last 3 years to Acquisitions Review as described in the Books on Demand policy. Instead, ILL staff send requests that either they have not been able to borrow from another library, or which the patron has asked to be purchased and added to the collections if possible to the Acquisitions Review queue in ILLiad. |
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| When the purchased e-book is available, Acquisition Specialist (with the Acquisitions Unit Coordinator as a backup): | 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] | + | * Acquisitions -Finds the ebook in GOBI, selects it adds "ILL RUSH, patron name, patron email, and platform" to notes field, and orders the ebook. The PO will appear in FOLIO. Acquisitions staff then completes the PO, POL, and Inventory work in FOLIO and Connexion |
| + | * When the URL is available Acquisitions staff adds the URL to FOLIO and makes the other needed updates to the record. | ||
| * 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.) | * 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.) | ||
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| - | **Acquisitions Student** | + | **Acquisitions Staff** |
| - | Unpacks mail, gives item to Acquisitions staff for receiving | + | Unpacks mail, puts items on book cart for receiving |
| **Acquisitions Staff** | **Acquisitions Staff** | ||
| * Adds barcode to item | * Adds barcode to item | ||
| * Receives item in FOLIO | * Receives item in FOLIO | ||
| - | * [Acquisitions -- please add any exact language or instructions, including about note to give to cataloging when returned] | + | * Adds check-in note - To enter the note: |
| + | * In the Instance record, click carrot beside "Holdings: UM W.E.B. du Bois General Collections." | ||
| + | * Click barcode to get to the item record | ||
| + | * click "Edit" in dropdown under "Actions" on the upper right | ||
| + | * Scroll down and click on button that reads "Add Check in/ Check out note" under "Loan and availability." | ||
| + | * Choose "Check in." | ||
| + | * Add note : "Please return to IRM Rush Return shelf between Jaime Taylor’s and Susan Pease’s desks." | ||
| + | * Check box "Staff only." | ||
| + | * Click button at bottom right of page "Save and close." | ||
| * Prints FOLIO page, which includes the note "ILL RUSH - TN[ILLiad Transaction Number]" | * 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 | * Places item with FOLIO printout on ILL shelf for ILL Books on Demand Rush items | ||
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| * Uses TN# from FOLIO printout to bring up the request in ILLiad | * Uses TN# from FOLIO printout to bring up the request in ILLiad | ||
| * 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 | * 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 | ||
| - | * 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. | + | * If the patron is marked Mail to Address, follow the instructions in "Library Express Requesting & Shipping Workflow" documentation. |
| - | 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 | + | The item then goes out to the patron; when the item is returned, Circulation staff will bring the item back to the Rush returns shelf in IRM for cataloging and end processing to be completed. See also the RUSH procedures documented here: http://www.library.umass.edu/wikis/acp/doku.php?id=rush_cataloging_and_processing_workflow |
