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West Campus Delivery Service. Module 1: Processing Requests Through SharePoint. West Campus Delivery Service Request Processing. To learn more, click through the slides; callouts and text in red will provide the instructions you will need to follow in order to complete a West Campus request. - PowerPoint PPT Presentation
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West Campus Delivery Service
Module 1: Processing Requests Through SharePoint
West Campus Delivery ServiceRequest Processing
To learn more, click through the slides; callouts and text in red will provide the instructions you will need to follow in order to complete a West Campus request.
Is the item a book? An article?
A book chapter?
How the items are delivered to the patrons will depend upon the type of material:
Articles and book chapters are scanned and sent as attachments to emails using the [email protected] email
Books are mailed UPS through the SML shipping room
But all requests get received and tracked through SharePoint!
An alert that a West Campus request has been made
has been delivered to the [email protected] inbox…
now what?
First, open SharePoint, sign in, and go to the Science Libraries link. Then proceed as follows:
clickUnder lists, open West Campus Requests
Reference #
Patron info
Status
Type of material
Specific info about the request
Requestor phone #
This initial screen is the standard viewDate of request
Select the Requestor name and click the down arrow to get the drop down menu
From the drop down menu select View Item
Print page using drop down menu from File Use this printout to search for item in stacks
Now that the item has been retrieved, it must be tracked.
The following screens will take you through the steps needed to change the status of a request.
Select the drop down menuon the Actions tab
Select Data Sheet
“View” will tell you what the status is of the requests on the page
This is where you will change the status of the item
Click on “New Request”, then arrow to get the drop down menu. Do not use the “Status” menu!
The three status types you will assign are, in order,1. Received 2. Shipped or Not filled
Which status, and when?Received:
When a new item is first printed No email is sent to patron An internal designation, to indicate that work has begun to fill it Printouts of requests will be kept in the West Campus Delivery file on the desk while
work is being done to fill them
Shipped: Items are considered shipped when they have been placed in the blue box for delivery,
or they have been scanned and sent Patron receives an automatically generated email
Not filled: This status reserved for items that cannot be found/is unavailable within the University
Library collection The patron receives an automatically generated email
In process items are “Received”. Completed requests are either “Shipped” or “Not filled”
Questions? Please ask!