Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Transaction Queue use by Patron Services

 

For non-Aeon-using repositories ONLY. Do not alter Circulation Status for orders shared with Aeon-using Repositories in any way other than from "In Imaging Services" to In Imaging Services - Ready for Pickup."

The Transaction Status (also known as the Circulation Status) in Aeon records specifies the physical location of a requested itemoriginal material. It appears at the bottom left corner of every Aeon record. This important feature allows owning repositories to know where their materials are at all times. When an owning repository using Aeon sends material to Imaging Services for digitization, they will update this queue themselves to either "In Imaging Services," or "In Photoduplication." (We would prefer that they all use "In Imaging Services," as it distinguishes our unit from other, in-house photoduplication services, and as new repositories come online, we will encourage this more specific use.)

 

The Transaction Status appears at the bottom left corner of every Aeon record.

 

...

For Aeon-Using Repositories:

When processing orders with a shared SITE (MUSPRES, HOUPRES, FALPRES, etc.), the only change Patron Services will ever make to the transaction queue status is to change it from:

In Imaging Services

to

In Imaging Services - Ready for Pickup.


For non-Aeon-using repositories:

When processing orders from repositories that do not use Aeon, Patron Services

...

will use the Transaction

...

Status in the following limited, but meaningful ways.

...

 

Awaiting HD Delivery  (Patron sees: "Offsite Request

...

in Process")

A general catch-all meaning “Working on it.” This status lets the patron know that we have received the request.

Awaiting HD Delivery  (Patron sees: "In Item Retrieval")

Use this for materials Change (route) to this status when materials are requested from HD.

In Imaging Services  (Patron sees: "

...

Photoduplication Request in Process")

Use this for all materials Change (route) to this status when materials arrive in our office, or in any production area.

In Imaging Services - Ready for Pickup  (Patron sees: "Photoduplication Request in Process")

Change (route) to this status when orders are finished and materials come back to the office.

Item Reshelved  (Patron sees: "Item Returned")

Route here when original item is either returned to Widener Circulation Desk, or picked up by owning repository. (This automatically routes The system will automatically and immediately route again to “Request Finished” but the History shows this extra step.) Remember to also remove the "Ready for Pick-up from G-81" flag.

Request Finished  (Patron sees: "Item Returned")

Change (route) to this queue when the material has left our hands. This is the ultimate last step for all orders. Those routed to "Item Reshelved" will come here automatically. All project orders should be routed here when the billing is complete.

Special use: DRS download orders will be routed here when the images have been downloaded and are ready to deliver upon payment.

 

 

Current list of Transaction Queues showing what we see and what the patron sees.

Those in RED should be used by Patron Services with non-Aeon repositories.

...

 Awaiting HD Ordering – Reviewed

...

Awaiting Item Reshelving

...

In Conservation – Boxing

...

In Conservation – WPC

...

In Photoduplication – Conservation

...

In Photoduplication – Hold Area

...

In Technical Services – Manuscripts and Other

...

In Transit To/From Sackler

...

Remove From Hold

...

 Shelved – Conservation Candidate

...

Submitted by User

...