Page Comparison

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• go through Fulfillment documentation to see if anything there is not yet reflected in class 1 or 2
• find, request or create documentation for gaps (noted in red)
• clean up for accuracy
• add any necessary screen shots?

Items

View Item Loan Status

1. Search item from persistent search field (call number, title, barcode, etc.)
2. Under results list, select “Items” (next to “Holdings,” where applicable).
3. “Process Type” field in list indicates if item is on loan.
4.  If item is on loan, click “Loan” link to see loan details, including due date

View Item

This is on our list in this order but what exactly does it refer to?

View Item History

1. Search item from persistent search field by barcode

2. Click barcode link to go to “Physical Item Editor”.

3. Select “History” tab

4. Notice that there are three areas that display

   1. Items (this is the default view)

      1. Displays “new value” and “old value” of items

   2. Holdings

   3. Fulfillment activities

      1. Displays loans and returns – desk name, operator, borrower name, borrower ID

Mark an Item as Missing

Note: This workflow will be used when a patron walks up to a desk to indicate an item is not available. There is a different workflow for other workflows, like Harvard Direct processing.

1. Search for item by title, call number, barcode, etc.
2. From results, under “Physical” (if any), select link for “Items”. This takes you to list of items by barcode.
3. For the item to be marked missing, select actions button (“…”) and “Toggle Missing Status”.
4.  In the list of items, under “Process Type” column, item is now “Missing”.
5. To change back, select “Toggle Missing Status” from actions button for that item again.

Make Temporary Item Changes

This refers to making changes within a library, so on site with the piece in hand.

1. Select a library to which the item is temporarily moved as Current L­­­­­­­ocation as needed
2. From the main menu bar click FULFILLMENT > Resource Requests > Scan In Items
3. Click to open Change Item Information tab
4. Select Change Type from the dropdown (“Temporary” is the default)
5. Select a Due Back date on which an automatic restore request will be generated.
6. Select a location (collection) to which the item is moved    
7. Select an Item Policy from the dropdown
8. Change call number type and enter call number as needed
9. Select a reading list to which the item should be added
10. Enter a new barcode as needed
11. Scan the item barcode
12. Update your current location as needed

To move a book to another library, you must select the collection! You also have to choose the collection it’s going to. You have to use the scan in items. If these steps weren’t done, returning won’t work, you will need to do scan in items and select locations.

Resource Sharing

Borrow Direct

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