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Preliminary Steps

  1. Before writing the order, note the following:
    • The type of material: bound, loose, photographic, transparency, etc.
    • The size. For information on studio pricing by type and size: https://library.harvard.edu/pricelist-digital-imaging.
    • Is there illumination, gold or reflective material?
    • Does the patron want scans or prints?
    • Number of electronic files. 30 images or less can be delivered by “Electronic Delivery”. More than 30 images must be sent by Flash Drive.
    • Does it have fold outs, or double page spreads?

Writing the Order

  1. Open the request and navigate to the billing tab.
  2. Highlight the existing services and delete.
  3.  Click “Service Pack” Service Pack and select appropriate service:
    1. “StudioStudio, Bound, Deliver, Deposit”“Studio
    2. Studio, Loose, Deliver, Deposit”
    3. “Illuminated Manuscript”Illuminated Manuscript
  4. Update the size in “Digital Capture” Digital Capture by clicking in the field and using the drop down box. Tab to the end of the line to complete.
  5. If this has more than two images, add “Customized Structural Metadata” by going to IS: Production Support: Struct and selecting “Customized Structural Metadata” in the drop down box.being deposited, add DRS. If not, skip to step 7. 
  6. Add other services as needed.
  7. When invoice is complete, click “Generate Invoice” Generate Invoice. Status will change to Order Quote Issued.
  8. Add any notes in Staff Note field. If under copyright, add “Suppress.”
  9. Change site to “HOUPRES” HOUPRES.
  10. Navigate to email tab. Select HOU – Item Invoice and send email notification to patron.
  11. Put the item on the hold shelf.

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