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- Retrieving Materials in Advance
- If you are preparing for patron visits in advance, check the Awaiting Request Processing and Awaiting Request Processing - Reviewed queues for items scheduled for that day or the next business day.
- From the queue grid, use Shift + click or Ctrl + click to select all the requests to retrieve.
- Click the Print Callslip button to print the callslips for all the selected requests. Printing the callslip will automatically change the status of the requests to In Item Retrieval.
- Retrieving Materials on Demand
- If you are retrieving materials for a patron who has come to the reading room, open her user record and navigate to the Requests tab. Use Shift + click or Ctrl + click to select all the requests to retrieve. Click the Print Callslip button to print the callslips for all the selected requests. Printing the callslip will automatically change the status of the requests to In Item Retrieval.
- For a request submitted while the patron is signed into the reading room, open the request from the Awaiting Immediate Request Processing queue. Review the request and confirm that all the information needed to retrieve the materials is present. Click the Print Callslip button to print the callslip. Printing the callslip will automatically change the status of the request to In Item Retrieval.
- Ordering Materials from HD
- See Preparing a Harvard Depository Retrieval Request for more information.
Placing Materials On Hold
- If you retrieve materials in advance of a patron's arrival, you will need to place them on hold. On the Aeon dashboard, click on the Process button and select either the Place On Hold or Place on Hold in Stacks batch process depending on the hold location where the materials will be stored.
In the Transaction Number field on the Batch Process tab, scan the transaction number from the callslip. There are other ways to place items on hold, but the batch process is the most efficient and accurate and should be used whenever possible.
Checking Materials Out
- When patrons use materials in the reading room, it is very important to make sure those materials get checked out. On the Aeon dashboard, click on the Process button and select Check Out batch process.
In the Transaction Number field on the Batch Process tab, scan the transaction number from the callslip. There are other ways to check items out, but the batch process is the most efficient and accurate and should be used whenever possible.
