Page Comparison

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1. Either select the Activity icon in the top-left of the main Aeon screen, or navigate to a similar activity and select Clone Activity from the top toolbar.
   
   
2. Fill out the following fields:
   • Owning Library: Countway
   • Begin date: Enter the date of the start of the activity
     
   • Description: Enter here any additional information you want to record, such as the name of a vendor doing digitization or conservation work.
     
   • Name: Activity name. Should begin with the prefix "MED", followed by the activity type and subject, followed by the year. 
     • Example: MED CNA Digitization 2018
   • Type: Select the relevant activity type from the dropdown list.
   • Active: Check this.
   • Staff contact: Enter your name here as the staff activity lead.
     
     
3. Move over to the Users tab:
   1. Search for your own Aeon user record using one of the search fields at the top (username/name/id)
   2. Once you find yourself in the Search Results window on the right, click and drag your name from the right window over to the left window (under Associated Users). 
   3. Next you'll get a pop up window asking if you'd like to edit the email notification before sending - select yes or no as desired.
   4. Hit Save (icon in top left, or Ctrl + S).
      
      
4. Add items to your activity (three methods):
   
   1. From Hollis:
      1. Locate the items you want to add to your activity in Hollis. Go through the process of requesting them via the View in Library request link. 
      2. Once on the Request Form:
      1. 1. Under Request For: select your activity from the drop-down list. 
            If your activity doesn't show up in the list, it means you either didn't properly create/save your activity, or didn't properly associate yourself as a user. 
         2. Modify any other fields in the form as needed, set your Date of Request, use the Notes fields for any internal notes (ex: "possible mold, moved volume to book room 10/8/2019"), and hit Submit Request.
      2. Repeat this process for all items associated with your activity.
         
         
   2. From Aeon:
      1. From your own user record in Aeon, open a New Request.
      2. Use the Catalog Search tab to look items up and import information. 
      3. Under the Request Information box on the right, choose your activity from the "Request For" drop-down list.
      4. Save your request, and create a new one if you have additional items to enter.
         
         
   3. Import items via spreadsheet (recommended for higher-volume projects)
      1. See Creating multiple Aeon requests from Excel on the Harvard LTS Wiki. 
      2. Note that in the spreadsheet template, you must enter "MED" in the Site field. 
         
         
   4. Now, your activity and associated items should show up both in your Hollis Special Request account (under Activities/Classes on the left) and in the Aeon staff side (browse activities alphabetically for "MED" or search for your activity name). 
      
      
5. Print call slips to let public services know that these items have been pulled for an activity.
   1. For items stored on site, place the call slip on the shelf from which the item was retrieved. 
   2. For items stored at HD, place the call slip in the central "Call Slips for HD items pulled for Activities" folder near the L2 mailboxes.
      
      
6.  As your project progresses, you should route items through relevant steps. These may include (among other options):
   1. Awaiting HD Delivery/In Item Retrieval
   2. Item Checked Out To Activity
   3. In Conservation - WPC
   4. In Imaging Services for Activity
   5. In Vendor Digitization
   6. Item Awaiting Reshelving
   7. Request Finished
      
      
7. To add additional notes to your activity, such as project updates, in the Details tab of the Activity window, double click in the white space under Notes and a new Add Note window will pop up where you can enter this information.

Reporting on Activities

To report on digitization and conservation activities for the year, you'll use the Search > Custom function in the Aeon client. There are two main types of reports:

• Activities report: gives you a list of the activities/projects
• Transaction report: gives you a list of the items requested/used in those activities.

Depending on which of the above report types you choose, go to either Search > Activities> Custom, or Search > Activities > Custom. 

From here, select Load from the Toolbar, and choose a relevant stock report. You may need to modify the date range once the stock report is loaded.

Once data is loaded, you can copy and paste from the table displayed into excel. 

[Add instructions for closing out Activities and reshelving items][Add instructions for generating reports on activities]

[Figure out how to use collaboratively with Imaging Services - ex: there are two activities for Finland digitization, ours and IS's]

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