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Pickup Anywhereoverview

Based on Alliance Borrowing Day presentation by Pam Mofjeld, III and OhioLINK documentation

Some slides courtesy of III and OhioLINK

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Why?

To expand our services to distance learners and others not located near their home campuses.

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Pickup Anywhere

Patrons place requests to pickup the item at any authorized pickup desk.

System puts Pickup Anywhere (PUA) requests in a separate PUA database at Central.

Member sites have “key” to access their PUA transactions in the PUA database.

Transactions are recorded and managed on patron record. Patron’s library manages transaction to completion

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Pickup Anywhere transactions

Borrowing site(patron)

Owning site (item)

Pickup Anywhere site

Summit (“central”)

new: a separate database at Central for Pickup Anywhere transactions

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Summary

Patron places request, chooses a pickup location, then:

1. Owning site pages item

2. Owning site: checkout and send item to pickup site (1st checkout)

3. Pickup location receives the item (1st checkin) and Patron is notified item is available

4. Patron checks out the item from pickup location (2nd checkout)

5. Patron returns the item (2nd checkin)

6. Pickup location checks item in using Pickup Anywhere module and returns it to Owning Site

7. Owning site checks in the item (final checkin)

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Detail

Patronsearches, requests and authenticates as

usualselects pickup location from any circulation

desk designated by the member site for Pickup Anywhere

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example: patron is associated with Wright State U.

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example: patron chooses pickup location at Ohio University

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system reports that item will be sent

•from owning site Ohio State U

•to pickup location “Athens/Alden” at Ohio Univ. (for patron from Wright State U.)

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patron record showing Pickup location

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Pickup locations: local options vs. pickup anywhere

Pickup locations for your patrons Includes all pickup

locations as usual example: UW has 24

pickup locations to serve UW patrons

Pickup locations for other Alliance patrons The list will include only

pickup locations where you want to process PUA transactions for other patrons

example: UW will check out “pickup anywhere” items to patrons at only 3 locations, not all 24

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Owning Site processing

Print paging slips for Pickup Anywhere (separate file)

Retrieve items from shelfCheck out items to pickup sites, package and send?add Pickup Anywhere identification such as a sticker

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Paging slip: separate file. Same as regular paging slip except new text added at top: ***PICKUP ANYWHERE REQUEST ***

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Pickup Site processing

receive item using PUA module patron notification is sent to patron by patron site

place item on Holdshelf check out item to patron using PUA

module

patron can return item to any Alliance site

check in item using PUA module return to owning site

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From the main task bar, Click on the Pickup Anywhere icon.

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Click on the Receive Item icon in the task bar menu,

… enter barcode,

… and click the search box

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Select item from list,

then click on Process box.

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Item status changed from shipped to received.

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To view the item on the Holdshelf, click on the Holdshelf icon from the INN-Reach Pickup Anywhere menu.

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To check out the item to the patron, click on the Check -Out icon from the Pickup Anywhere task bar menu,

enter patron name in the box,

then click on the Search box.

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Check the item(s) you want to check out,

A list of items attached to the patron will appear.

then click on the Process button.

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Item is now checked out to patron.

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To return Pickup Anywhere item:

then enter item barcode.

click on the Return Item icon in Pickup Anywhere task bar,

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Item now displayed: Check item to be returned,

then click Process button.

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Item status now “Returned”

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Final checkin at Owning Site:

Check in item using Check-In from the Main task bar menu.

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Requirements

Pickup Anywhere site must be using MilCirc (version 5 or later)

Java enabled browsers

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Other considerations

To allow patrons to request items owned by the home institution and pick them up at another: contact III to enable “Same Site Requesting” which allows it for all requests, local as well as Summit Borrowing.

Pickup Anywhere and Same Site Requesting (Request at Own Site)