Reading Room Workflow - Bavarian Library Network

1

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Configuration of service point

In Settings – Tenant – Service points, there is a pull-down menu (Yes/No) for specifying whether the service point (SP) is a location for reading room check outs.

1.1

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Configuration of the

service points

Items that are requested at a SP that has been designated as a reading room (SP-RR) and that are checked in there [see point 2]:

• May not be checked out at any other SP

  • At check-out at another SP, a notification indicates the relevant SP-RR

    • click OK to cancel the check-out in another SP

    • “override” enables a normal check-out to offer a home check-out in exceptional cases

• May not be checked in at any other SP

  • At check-in at another SP, a notification indicates the relevant SP-RR

    • click OK to cancel the check-in at another SP

    • “override” enables a normal check-in to clear the user account. If configured, it generates a return receipt and a “in transit” service slip

• A permission to override the check-in/check-out at another SP can be selected and assigned to individual users or a permission set (it is not linked to other permissions in the check-in/check-out area).

• Items checked out via a normal SP cannot be returned to an SP-RR.

2

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Check-in of item at relevant service point after request

An item that is sent to an SP-RR must be checked in when it arrives at this SP-RR

• the item receives the status „Available for pick up for use in reading room“

• if configured, users receive a notification that the requested media is available in a SP-RR

3

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Check-in at SP-RR

An item checked out via an SP-RR generates a pop-up during the check-in

• Final check-in?: YES / NO

3.1

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Final check-in (regular check-in)

In case of YES:

• the patron´s account is cleared

• if configured, a return receipt (see point 5.1) is sent to the patron

• depending on the configuration of the SP-RR, the staff slip “transit” is generated

3.2

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Item is deposited for further use at the relevant SP-RR (soft check-in)

In case of NO

• the item remains in the patron´s list of open loans

• the status of the item changes to “Checked out available for use in the reading room”.

• the configured loan period continues

4

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Repeated check out to SPRR (soft check-out)

If the patrons checks out the items again at a later point in time within the loan period

• the status of the item changes again to “Checked out in the reading room”

• the configured loan period continues

4.1

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Change between soft check-in and soft check-out

Changing between the status „Checked out

• available for use in the reading room“ and „Checked out in the reading room“

• is possible for an unlimited number of times during the current loan period

• has no effect on the regular loan period

• has no influence on the “Patron Info” or “Staff Info” assigned to this check out process

  • in the event of patron block set after check out, the regular pop is displayed

    • Override: Soft check-out

    • Close: No Soft check-out

• If configured, patrons can be sent notifications of the “Loan” and “Automated fee/fine charge” categories (see point 5)

5

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Notifications

Notifications can be configured for items that are requested to and checked out at an SP-RR

5.1

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Notifications for category „Loan“

In the notifications, the SP-RR at which the medium was checked out can be inserted via a token so that patrons can recognize that they have not borrowed this medium home.

Category „Request“: existing token {{request.servicePointPickup}}

• ➔ Category “Loan”: new token necessary, e.g. {{loan.servicePointPickup}}

6

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Status lists for items at an SP-RR

Lists can be generated for a selected SP-RR via the Lists app, which can be used to display the current status of items

• requested to the SP-RR including request date

• available for pick up in the reading room including availability date

• Checked out in the reading room” including the loan due date

7

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RFID check-Out of SP-RR

Media with RFID labels that are checked out via an SP-RR should not be unlocked at the (soft) check-out. The RFID security label is set to / remains “in house”