Presentation on theme: "Workflow Toolkit Cyril Oberlander, SUNY Geneseo & Harriet Sleggs, SUNY Geneseo IDS Conference, August 4-6, 2008 Materials available for download."— Presentation transcript:
Workflow Toolkit Cyril Oberlander, SUNY Geneseo & Harriet Sleggs, SUNY Geneseo Presented @ IDS Conference, August 4-6, 2008 Materials available for download at www.idsproject.orgwww.idsproject.org IDS Project Workflow Toolkit Cyril Oberlander & Harriet Sleggs, SUNY Geneseo IDS Project Conference 2008
Workflow Toolkit What is it? Collection of documentation to improve workflow ILLiad Settings & Templates Best Practices & Techniques Email.txt files & Word Templates Version 1 is a download of useful files today Version 2 will be a wiki with dynamic tutorials
Workflow Toolkit Requirements before we start… In order to implement most of these, you need access to the ILLiad’s customization manager, and write access to your server’s Email, Print, and PDF or Elec Del Folders. Most of the files in the Workflow Toolkit use ILLiad Local Info values and don’t require editing, but some of the illustrations for email routings require local emails, etc., so configure those to your own needs.
Workflow Toolkit Chapter 1 – General Tips & Intro
Best Practice and Holdings OCLC Print holdings closed OPAC Print holdings closed but refer to Online holdings OCLC eSerials Holdings Update only attaches symbol, not holdings A Solution? PRINT v. 1-44 (1947-1990) |ONLINE v. 38- (1984- ) ILL OK A Solution? PRINT v. 1-44 (1947-1990) |ONLINE v. 38- (1984- ) ILL OK
Chapter 2 Workflow Toolkit – Borrowing Email Routing for Borrowing means you can use an email to… Send ALA forms Send NLM a request Send other libraries a request for renewal or resend Bill users for lost materials Automate delivery of full text Send Acquisitions a purchase request Send users; renewal or recall notices, or just a question about a request. And More… Email Routings record all emails sent about a request, and it can change the transaction status of the request.
DRAFT7/29/2008 Double Click on Full Text link to open article as PDF
DRAFT7/29/2008 Click on File and then Save to PDF folder by TN #
Previous Process Route request to Document Delivery Switch to Document Delivery Menu Print Document Delivery Pull Slips Refresh Status Info Update Document Delivery Search Results Notify Electronic Delivery 7/29/2008
Reminder - Click on File and Save to PDF folder by TN #
7/29/2008 Click on email and select Full Text @ Milne
All you have to do… Click Send All that is automated… 1. Status changes to Delivered to Web 2. Email routing pushes to “Milne Del to Web” 3. Routing rule changes from Borrow to Doc Del to Del to Web 4. Counts as a Document Delivery fill
Workflow Toolkit – Word Templates (See chapters: Borrowing, Lending, Document Delivery) BorrowingLoanSlips
No user mailing address info; my deliverme = Hold for Pickup Quick module guide: B=Borrowing D=Doc. Delivery L=Lending Quick module & request type indicator Paper folds In half User & Processing Info. Citation Information Easy to find on the holds shelf Return to Borrowing Library (When ILLiad 8 arrives, it will include a return to lending library label) CITEDVOLUM Used for notes
1.Warning; as you edit… MERGEFIELDS HIDE 2.Using IFs to hide irrelevant fields – no value – not visible 3.Article fields in Loan slips are for chapter requests
Borrowing Return Slips For regional courier services, IF BillingAddress2 has text LAND, it prints LAND in Red; IDS Project is BillingAddress1, and HUB is Address4
Lending Delivered By Ship To Odyssey flag Quick module guide: B=Borrowing D=Doc. Delivery L=Lending Citation Information Library, User & Processing Info. CITEDVOLUM Used for notes Quick module & request type indicator IDS Project LAND & RRLC IDS Project
Document Delivery (loan) – for home or department Delivery You can do the same with which library to pickup from, i.e. NVTGC, and other ILLiad fields I chose “Mail to Address” So ship to my address appears here
For users who don’t want electronic delivery, the form says “No Electronic Delivery” Delivery Info Delivered by Info Library, User & Processing & Copyright Info. Citation Information Document Delivery (articles) – for Paging or Storage requests Quick module guide: B=Borrowing D=Doc. Delivery L=Lending
Workflow Toolkit Thank you & Questions? Suggestions?