Integrated ISO ILL for staff users GUI Desktop and workflows Yoel Kortick 2007

Integrated ILL GUI desktop The Integrated ILL GUI has been designed with an emphasis on workflows. Requests are listed in status groups, for online identification of requests that require processing.

Integrated ILL GUI desktop Actions can be carried out by choosing the action, for example: Ship Receive Return To continue the action the user enters an identifier such as Barcode request number

Integrated ILL GUI desktop Here is an example of an Integrated ILL GUI Borrowing Tab screen, in Functional mode. It displays a list of borrowing requests that are waiting to be processed:

Integrated ILL GUI desktop – Title Bar The title bar shows the name of the program. It also displays status messages relating to the client-server connection:

Integrated ILL GUI desktop – Menu Bar The Menu bar contains first-level actions, from which second-level menus are accessed.

Integrated ILL GUI desktop – Borrowing Bar The Borrowing bar is used to retrieve borrowing (outgoing) requests; request number, patron ID, words from title, supplier code, and so on, can be used for searching. All matching requests display in a list.

Integrated ILL GUI desktop – Lending Bar The Lending bar is used to retrieve Lending (incoming) requests; request number, barcode of the supplied copy, words from title, requester code, and so on can be used for searching. All matching requests display in a list.

Integrated ILL GUI desktop – new request At the far right side of the Borrowing and Lending bars, there are buttons that serve as shortcuts for creating new borrowing and lending requests for serial and non-serial format. New Non-Serial Borrowing Request New Serial Borrowing Request New Serial Lending Request New Non-Serial Lending Request

Integrated ILL GUI desktop - review Here is the “Borrowing Bar”, “Lending Bar” and “New Request” buttons reviewed in the previous slides Borrowing Bar Lending Bar

Borrowing and Lending tabs The Borrowing and Lending tabs are used for viewing outgoing and incoming requests handling outgoing and incoming requests Each tab has two modes of display, Functional mode Summary mode Borrowing Tab Lending Tab

Borrowing and Lending tabs Functional mode In the Functional display actions can be carried out records can be updated.

Borrowing and Lending tabs Summary mode The Summary mode gives an overview a “table of contents” of the requests (by request status), the messages (by message type).

Borrowing and Lending tabs Summary mode This view serves as an index to the requests, displaying the number of requests per status, and with the ability to select a group of requests for Functional display and action. Not all statuses require action, some display for informative purposes only. The text of statuses that require operator action displays in bold. You can limit the display to list only statuses that currently have requests. To do so, select the View Active St. check box.

Borrowing and Lending tabs Summary mode Summary Node View Active St. Checkbox

Nodes in the summary view The nodes in the Summary view of the Navigation Tree are Statuses Messages

Nodes in the summary view - statuses The Statuses node is organized into sub-nodes, similar to folders, with “main” statuses and “sub-statuses”. Click the plus sign to the left of a status in order to open sub-statuses display. Click the minus sign to the left of a status in order to close sub-statuses display. At the right of each status, a number in parentheses shows the count of the requests that currently share this status. Highlight a status or sub-status in order to display a summary count in the right pane, and, from there, to select a group of requests for display in Functional mode.

Nodes in the summary view - statuses

Nodes in the summary view - messages The Messages node is relevant only for sites that implement ISO ILL for communicating with partners. This branch appearance is dependent on a system flag. The Messages node is organized into sub-nodes of different message types. At the right of each message type, a number in parentheses shows the count of the requests that have received such a message, where the message has not yet been “dismissed” (that is, reviewed and acknowledged). Select a message sub-node in order to display and handle the messages in the right pane.

Administration tab The Administration tab is used to view and handle: Partners -Registration of ILL ‘partners’ (requesters and suppliers), both internal partners (also called ILL Units) and external partners. Potential Suppliers - Configuration of the supplier rosters, to whom requests will be sent. ISO APDU Exceptions - This is relevant only for sites that implement ISO ILL for communicating with partners. This branch appearance is depended on a system flag. The list enables you to manage ISO messages that were not processed and therefore were not integrated with the ILL data.

Administration tab

Search tab The Search tab is used to search and retrieve bibliographic records from local and remote databases. You can use the search to Check the local bibliographic database, view local holdings and circulation status Search for a work in another library Create a request (borrowing or lending); bibliographic details are automatically copied from the retrieved record Search for an ILL request (borrowing or lending)

Search tab

Integrated ILL Workflows There are two different types of tasks when working with the Integrated ILL module: Setup managing partners Managing potential supply rosters Handling of borrowing and lending requests

Integrated ILL Workflows - Setup The setup tasks must be performed before working with the Integrated ILL module. After the setup stage, these tasks will be performed only when required, and not on a daily basis. Setup tasks are explained in section 2 “Setting up integrated ILL” of “ALEPH 18.01 User Guide - Integrated ILL”

Handling of borrowing and lending requests Handling of borrowing and lending requests is performed by ILL staff on a day-to-day basis. Each request has a life cycle, from the point at which it is created, until the point at which it is closed. All requests between these two points in time are active requests. See the useful diagrams regarding the “Borrowing request lifecycle” and “Lending request lifecycle” in section 1.3 of “ALEPH 18.01 User Guide - Integrated ILL”