| 9 min. after | | Julie Bickle | - Julie Bickle, PO of Patron Notice and Staff Slips
- Explanation of Staff Slips (~11 min. after: explanation of Staff Slips)
- So far associated with Circulation
- Four staff slips that are hard codedhardcoded
- Staff Three staff slips generated at check in:
- Transit Slip demo (~13 min. after)
- Done when item is checked in
- Returned item to a service point and item needs to be transited back to its original home.
- All slips include tokens (fields in FOLIO); will not all necessarily get populated
- Hold Slip (~ 17 min. after)
- Happens when an item is checked out and another patron wants it reserved when the item is checked back in.
- Same as transit slip, happens when the item is checked in.
- Request Delivery Slip (~19 min after)
- Very simlilar to hold slip; in addition patron has made request that it be delivered to a particular location (one of the addresses listed in the user profile)
- Also occurs when item is checked in.
- Questions (~21 min. after)
- This is just generating the paper part, how do we create what needs to happen so this is set up?
- Two things to think about:
- What triggers the generation of this slip? (In Circulation it's the check in; an event)
- Which fields would you populate?
- How do I cause the trigger?
- Hold Slip Demonstration (~26 min. after)
- Check out an item
- Request > New
- FOLIO knows item is checked out. Gives options to Hold item or Recall depending on Circulation rules.
- Set Hold.
- Place request for a particular person ("Requester Information")
- Now if item is checked in, FOLIO will create hold request
- Only get hold slip if there was a request on the item. (Predefined criteria for generating each of the slips.)
- Can't add, remove, change slips at present.
- Editing hold slip (~31 min. after)
- Generate a printable "Workslip" from order details
- For acq: Might have tokens from PO or Piece
- One staff slip genereated in request app:
- Pick Slip (~ 34 min. after)
- Not created in check in, but in the request app.
 Image Modified
- May want such a drop-down?
- Pages/pick slips that are awaiting delivery.
- Book is available on the shelf, go fetch it.
- Search for item. If available, automatically get a "Page" request. Cannot put on hold.
- Place request for a particular person.
- Still have hold shelf (where it would be picked up).
- Once you click "Print pick slips for Circ Desk 1" etc., it will print out all slips for items that need to be picked up.
- Two kinds of triggers: checking something in vs. drop-down.
- What could be triggers in acquisitions? (~38 min. after)
- Receiving app
- Select title
- A couple of ways to receive:
- Can click a piece in the table, then "Quick receive" - does not involve barcode
- Receive button at top of table - can add barcode here
- May be appropriate to generate a work slip at point of receipt.
- Could this offer functionality needed? (~41 min. after)
- If request not empty, have a trigger to generate a slip to go with the thing. Might actually want to see the hold / request delivery slip here.
- Acquiring item based on a request.
- Request column populated based on whether there is a request.
- Combination of request / rush when receiving.
- From Julie Stauffer to Everyone 08:42 AM
I can also see using workslips for other activities that have nothing to do with patron requests - Demonstration by Kristin in receiving ~44 min. after
- Receive item
- Enter barcode
- Ideal place to get workslip:
- Ideally is this different than the hold slip?
- From Dung-Lan Chen to Everyone 08:46 AM
We enter notes in "Receiving notes" to convey RUSH, Cataloging notes, Notify xxx, etc. If there is someone to be notified, we entered a request in the item record in Inventory to trigger the electronic notice when item is checked in in Check in app. - From Sara Colglazier (MHC/5C) to Everyone 08:48 AM
I think the same slips are fine. We do not need extra special ones. - Helpful for staff who do receiving for something to kick up and print at point of receipt.
- What module is generating the slips?
- When the event is triggered, FOLIO generates an object called the context.
- Apparently it is the UI module that does that work in check in, at least for those that are generated in check in.
- So maybe the slips aren't actually stored anywhere?
- Take a look at the staff slip templates.
- Template engine does not do color-coding.
- What kind of tokens would you like?
- When is the trigger event? (Will also determine what tokens you can have.)
- Will continue discussion on Tuesday. Also will plan to talk about exporting fund and budget information. Revisit and clarify.
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