Tipasa lending workflows Tuesday, June 11, 2024 | (UTC-04:00) Eastern Time (US & Canada) WEBVTT 1 Rick Newell 00:27:42.260 --> 00:27:55.820 Again welcome. This is the session Topasa lending workflows. My name is Rick Newll I'm a senior product trainer at OCLC, so I spend my time designing and delivering training for Tapasa as well as several other OCLC products. 2 Rick Newell 00:27:58.260 --> 00:28:17.900 And the learning objectives for today's session are that after the session, you should be able to decide how you want to use a lending priorities and advanced lending workflows features into PASA. That is part of the larger process of processing lending requests for loans and copies. So I'll demonstrate that both with. 3 Rick Newell 00:28:18.180 --> 00:28:37.900 Some slides and, and then in the live system, you should also be able to print poll slips or packing slips and shipping labels for items that you're going to send to other libraries, and also be able to transmit scan copies via article Exchange. And towards the end of the session, you'll have opportunity to participate in the simulation. 4 Rick Newell 00:28:38.620 --> 00:28:40.700 Which is also available to you at any time. 5 Rick Newell 00:28:43.220 --> 00:28:45.940 So when our lending priorities in advanced lending. 6 Rick Newell 00:28:47.660 --> 00:29:07.780 Well lending priorities is a way that you can give as the name applies priority to certain libraries that you designate. So you might want to give priority to libraries that you're in a consortium with or maybe a libraries in your state or maybe libraries that are on the same courier service. And any libraries that you design. 7 Rick Newell 00:29:08.180 --> 00:29:28.180 As a priority borrower when you receive a request from them, you will find that request in your lending priority queues as well as your regular Can you supply queues. And what this does is it just allows you to kind of, separate those requests out and set them apart so that you can, you can process them. 8 Rick Newell 00:29:33.060 --> 00:29:52.700 Advanced lending is, additional set of queues that are part of the canye supply queue as well as part of the lending priorities queues, and those are verifying, retrieving scanning, and packaging, and both the advanced lending queues and the lending priorities queues are completely optional. You don't have to use them if they don't make sense for your. 9 Rick Newell 00:29:54.140 --> 00:30:13.660 Situation or your workflow. But the advanced lending queues can be a very useful if you have more than one person in your library who's working on ILL lending. So for example, if you're in an academic library, maybe you have some student workers or if you're in a public library, maybe you have, some, maybe some part time staff or. 10 Rick Newell 00:30:14.900 --> 00:30:34.940 Staff that haven't been fully trained in ILL that are going to do the task of retrieving items that you're going to land or copy or scan from the shelves and doing the actual scanning and the actual packaging. So when you receive a new lending request, you can move it to the verifying and retrieving scan. 11 Rick Newell 00:30:35.220 --> 00:30:55.260 Your packaging queues and the staff that do those activities can then work on, on those queues. The verifying and retrieving scanning and packaging queues are also available in document delivery if you choose to enable that feature. And we have a whole separate training session in a couple of weeks on document delivery. So you might. 12 Rick Newell 00:30:55.460 --> 00:31:15.620 Want to consider lending priorities, as I mentioned, if your library is a member of a consortium, you may have an agreement within your consortium to, give priority to other consortium members. Or if you want to give priority to end state requests, some, some states have a kind of a statewide agreement where they agreed. 13 Rick Newell 00:31:16.100 --> 00:31:24.580 Process in state requests first. There might be libraries that maybe you have reciprocal agreements with. Maybe they're the same type of library or. 14 Rick Newell 00:31:26.260 --> 00:31:46.260 You're a member of some group with that library and maybe you're not in a consortium or not in your state, but you have an agreement with them to give priority to their request. Another example of when you might consider using landing priorities are if you want to give some handling to request from libraries that are on your courier service. So let's say, for example, that. 15 Rick Newell 00:31:47.980 --> 00:31:53.780 Some of your items that you're going to be shipping out to borrowing libraries, and. 16 Rick Newell 00:31:55.780 --> 00:31:56.580 You have until. 17 Rick Newell 00:31:58.220 --> 00:32:05.220 Let's say five PM to get requests ready that you're going to send out via US mail, but their courier pickup is. 18 Rick Newell 00:32:07.300 --> 00:32:18.700 Is at noon. So any requests that you want to send out in the courier that day you have to have ready by noon. Otherwise they're gonna have to wait until the next day. So you might, designate libraries that are on your same courier service. 19 Rick Newell 00:32:20.780 --> 00:32:22.540 As a priority borrowing, group. 20 Rick Newell 00:32:28.900 --> 00:32:49.060 Advanced lending workflows, if you have several full time staff and several student or part time workers, you might consider using all four queues verifying and retrieving scanning or packaging. Actually I don't know how many libraries use the verifying queue, but the other three are very useful. If you have just one full time staff but you have several student. 21 Rick Newell 00:32:50.020 --> 00:33:09.780 Workers, you might want to consider using the retrieving scanning and packaging queues. If you have just one assistant and one full time staff, and that staff member is going to do retrieving, but they're also going to do scanning and packaging, there isn't really any reason to put those requests in the scanning or packaging queue, you might. 22 Rick Newell 00:33:10.020 --> 00:33:21.060 Use the retrieving queue. If you are a smaller library and, you or one person kind of does everything, they're not might not be any reason to use these advanced landing workflows at all. 23 Rick Newell 00:33:23.500 --> 00:33:27.140 So in service configuration, you either turn these on or turn them off. 24 Rick Newell 00:33:28.620 --> 00:33:41.580 So it's it's all or nothing, but you don't have to use any of the, the advanced lending workflows or or queues if they don't make sense for your library. And one thing I wanted to point out is that. 25 Rick Newell 00:33:43.780 --> 00:34:02.860 Requests move between those keys only as a result of staff action. So the only way that a request moves to the retrieving or scanning or packaging queue is if a staff member earlier moves it to that queue, so it doesn't happen automatically as a result of other actions that you do. And to address a question that's in chat. 26 Rick Newell 00:34:03.820 --> 00:34:19.659 Moving request into one of those queues such as the verifying queue, does not stop request aging or change days to respond. So let's say, for example, today is Tuesday and you have moved a request into the verifying queue today. 27 Rick Newell 00:34:21.540 --> 00:34:41.100 And you have your days to respond set to two days, but you don't get around to doing any anything with that request until Friday. Well, if you have your days to respond set to do to two days, that request is still going to age on to the next library or aged to unfilled after the number of days that you have said and service. 28 Rick Newell 00:34:41.540 --> 00:34:49.540 Configuration. So no, having something in the verifying queue will not prevent it from moving on to the next library. That's, that's pretty important to keep in mind. 29 Rick Newell 00:34:51.820 --> 00:34:57.420 And as I mentioned, these queues are also available in lending priorities and document delivery if you choose to enable those. 30 Rick Newell 00:34:59.380 --> 00:35:02.140 And you can have up to five priority lending queues. 31 Rick Newell 00:35:07.100 --> 00:35:26.460 So let's talk a little bit about the workflow for a loan request and, in this, example, workflow, I'm going to assume that you have all the options that I've just talked about enabled. So first I'll show you some slides so that I can show you all of the possibilities and then I'll go into the life system and demonstrate it there as well. 32 Rick Newell 00:35:27.580 --> 00:35:46.420 So assuming that you have lending priorities enabled, you would open your lending priorities queue, and this library has named their lending priorities queue capital city, and you, you can have up to five priority lending queues. I also wanted to mention that you will only see requests, you will only see the. 33 Rick Newell 00:35:47.380 --> 00:36:05.220 Landing priorities queues if you have some requests in that queue. So what you might want to do next is open the canyu supply key under lending priorities or you can work with copies and loans separately if you want to on a level of libraries do like to, to work with copies and loans separately. 34 Rick Newell 00:36:07.820 --> 00:36:27.420 So if you open the loan queue, you will see a list of requests in that queue, and notice that by default, these are sorted by the time to respond. The time to respond is based on the, the time to respond that your library has configured in service configuration as well as when, when. 35 Rick Newell 00:36:27.620 --> 00:36:32.620 When you're looking at this queue as well as the need before dates that the borrowing library has put in the request. 36 Rick Newell 00:36:38.740 --> 00:36:56.860 So you'll notice these first two have less than twelve hours to respond before it ages on to the next library and the the second two examples you have more than five days. There's a question in chat, do the advanced landing keys work best for a single location libraries or are they helpful for larger systems with multiple branches. 37 Rick Newell 00:36:57.180 --> 00:36:58.980 Or does it not make any difference? 38 Rick Newell 00:37:01.060 --> 00:37:11.820 I'm, I I actually, I think that probably the advanced lending queues would be very helpful for libraries with multiple locations because if you. 39 Rick Newell 00:37:14.180 --> 00:37:33.540 If you do have to retrieve the Itina from another branch, that's probably going to take a day or so, and, so you you might want to put things into the retrieving queue, and then once, once it arrives at the ILLD department and you're ready to ship it or scan it, you might want to mo. 40 Rick Newell 00:37:34.020 --> 00:37:41.260 To the scanning of your packaging queue, but, it really, really just whatever makes sense for your particular library. 41 Rick Newell 00:37:54.060 --> 00:38:12.900 Once you look at the request, if you have OPAC integration configured, then, to possible automatically, do a lookup in your library's catalog, whether that's WMS or or another, another integrated library system, and the OPAC integration. 42 Rick Newell 00:38:13.500 --> 00:38:16.020 Available for most integrated library systems. 43 Rick Newell 00:38:17.900 --> 00:38:30.820 So if you are in the implementation phase with Deposa, as part of your your implementation, my colleagues and implementation will help you set that up if you, if you need help with that. 44 Rick Newell 00:38:33.300 --> 00:38:52.340 The chances are if you've been using Toposa for a while, you already have this configured. If not, and you would like to, you can contact my colleagues in OCLC support. So, as I mentioned, the, automatic catalog lookup will show availability, assuming you have a single holding at one branch, for example. 45 Rick Newell 00:38:53.020 --> 00:39:06.380 So we'll show you which branch and the shelling location within the branch, the call number, and it will tell you the availability status and how long ago it checked the availability. If all the copies are. 46 Rick Newell 00:39:10.660 --> 00:39:21.740 Unavailable, then, you shouldn't even see the request, if you, if you have the configuration done correctly. That call number and. 47 Rick Newell 00:39:23.300 --> 00:39:28.220 Location will also be copied into the local ID field, and the reason that's important. 48 Rick Newell 00:39:31.940 --> 00:39:52.020 That, you, when you print the bookstrap or sticker or print the request uses a pulse lip to retrieve the item from the stacks, then you want that on that printout. And that would be the next step. And this is just one possible workflow, there are other possible workflows. So you would add it to the bookstrap sticker print queue by. 49 Rick Newell 00:39:52.580 --> 00:40:01.300 Clicking the arrow next to print now and then choosing add to bookstrap sticker print queue. And then if you choose to use this option, you would mark as retrieving. 50 Rick Newell 00:40:03.420 --> 00:40:12.940 There's a question in the chat about the time to respond based on five days to the minute it was submitted or a local time midnight. I'm actually going to check how because I'm gonna be sure I get this right. 51 Rick Newell 00:40:15.700 --> 00:40:17.580 And let's see I think I opened this earlier. 52 Rick Newell 00:40:25.500 --> 00:40:37.780 So the time to respond is based on the day and time the queue's being accessed. The days to respond that your library has configured in the policy's directory. Non aging days, which means. 53 Rick Newell 00:40:39.620 --> 00:40:46.380 Weekends and and certain holidays don't count as, as aging days, and the borrowers need before date. And. 54 Rick Newell 00:40:57.340 --> 00:40:57.780 Let's see. 55 Rick Newell 00:40:59.660 --> 00:41:01.100 I don't think this is the place where. 56 Rick Newell 00:41:03.140 --> 00:41:06.660 Talks about five days to the minute it was submitted or a local time midnight. 57 Rick Newell 00:41:11.260 --> 00:41:11.780 I'm. 58 Rick Newell 00:41:21.780 --> 00:41:22.700 I'm going to look for. 59 Rick Newell 00:41:29.100 --> 00:41:29.420 Aging. 60 Rick Newell 00:41:35.260 --> 00:41:40.820 So what I'm doing is a search and then I am limiting this to to Pasa. 61 Rick Newell 00:41:54.140 --> 00:42:06.820 I'll, I'll double check on that after the session Brian, I'm almost positive that it's local time midnight. It's not five days to the minute it was submitted. It's, a local time midnight. But I'll I'll double check on that after the session. 62 Rick Newell 00:42:09.700 --> 00:42:12.820 It's in the documentation summer I'm just not finding any immediately. 63 Rick Newell 00:42:15.660 --> 00:42:17.860 So once you have marked it as retrieving. 64 Rick Newell 00:42:22.820 --> 00:42:42.660 Your student worker, your assistant would do the next step. If you have more than one holding, you have multiple copies or maybe you have this at multiple branches. Toposa doesn't know which copy you might want to use to fill the request. So, notice that in the summary it tells you that you have local holdings available at these three branches. 65 Rick Newell 00:42:43.340 --> 00:42:46.180 So what you would need to do is click view all local holdings. 66 Rick Newell 00:42:47.860 --> 00:43:08.220 And then select the holding that you want to use. In this example, notice that the copy of the main branch is checked out, the copy of these branches not available for some reason, but the copy of the north branch is available, so you would, click the radio button to select that copy that you want to use and then click. 67 Rick Newell 00:43:08.260 --> 00:43:23.260 Click apply. And then when you go back to the request, the local ID and the location will be copied into the local ID field, and again, you would follow the same steps of adding it to the bookstrap sticker print queue, and also. 68 Rick Newell 00:43:24.900 --> 00:43:45.340 Mark as retrieving. If you have one of the few integrated library systems for which OPAC integration is not available or you don't have it configured yet, then you can still search your libraries online catalog, but it's a couple of extra steps. So you would still in service configuration tell Tapasa how to search your. 69 Rick Newell 00:43:45.500 --> 00:43:53.740 Catalog. You would give a URL, for example. And when you click that search my library's online catalog link, then. 70 Rick Newell 00:43:54.980 --> 00:43:58.700 Your local catalog will open as a separate browser tab or window. 71 Rick Newell 00:44:00.180 --> 00:44:20.540 And if all goes well, it will actually do a search for that, that particular item in your catalog, and then you would verify the availability and then manually copy and paste that call number into the local ID field so that when you add that request to the bookstrapper sticker print queue, that call number will be on the, the. 72 Rick Newell 00:44:20.580 --> 00:44:23.180 The printout. And then Mark is retrieving. 73 Rick Newell 00:44:25.900 --> 00:44:44.740 Assuming that you have an assistant that's going to be doing the next tab, what they could do is open that print queue in the left navigation, and then go to the lending section and then open the bookstrap stickers print queue, and then select the request that they want. 74 Rick Newell 00:44:45.820 --> 00:45:05.060 Print either by selecting the individual checkboxes or the select all check boxes at the top, and then print those items, and you can print, two per page if you want bookstrat, if you want, books straps, and I'll show you examples of those in a bit. Or. 75 Rick Newell 00:45:06.260 --> 00:45:10.060 You would choose four per page if you want a book stickers. 76 Rick Newell 00:45:14.420 --> 00:45:34.820 The student worker would use those printouts and you could also print full requests if he choose to do that. Notice that the bookstrap has the local ID on it, including the branch location and call number. It also has the request ID number both in a readable form and, and in the form. 77 Rick Newell 00:45:34.940 --> 00:45:49.340 Of the barcode, and a one way that they could do this is they could open the retrieving queue and scan those request ID barcodes to batch update those to packaging, assuming a different person is going to be doing the actual packaging. 78 Rick Newell 00:45:52.820 --> 00:45:55.180 With that second person, could again. 79 Rick Newell 00:45:56.620 --> 00:46:16.540 Scan that request ID barcode, and this demonstrates another possible way of doing this rather than opening a queues on the toposa home screen, the default search index is request ID, they could scan that request barcode or they could type it in if they, if you don't have a barcode reader, and. 80 Rick Newell 00:46:17.060 --> 00:46:37.460 And when the request opens, they would probably want to add that, that request to the shipping labels print queue. And they would do that by selecting the box for print shipping labels. If the bookstraps have not already been printed, you can print them at this point by selecting that box and then respond. 81 Rick Newell 00:46:37.700 --> 00:46:55.460 Yes. So you want to be sure to respond yes before you actually put the item in the mail because once he responds yes, there's there's no undue button, but you also want to be sure that you actually have the book in hand before you, you respond yes. 82 Rick Newell 00:46:58.220 --> 00:46:59.820 Because again, there's, there's no one do button. 83 Rick Newell 00:47:03.620 --> 00:47:20.900 So, that is the one possible workflow for a loan request. So I'm going to demonstrate that in the live system and then we'll come back and look at the workflow for a copy request. So I'm already logged into Topasa and I happen to already have the lending priorities queue open. 84 Rick Newell 00:47:22.420 --> 00:47:41.780 And I can see that I have two, copy requests and three loan requests. I'm going to open this loan cube and notice that some of the titles I have are the signal and the noise, the elements of color, and so on. And one thing I wanted to show you is that if I open the lending request queue. 85 Rick Newell 00:47:42.180 --> 00:48:02.460 You'll notice those same requests are also in the, the canyu supply queue, so they will be in both places. Let me go back to the lending priorities. So, these are sorted by, again, the time to respond, these all happen to have the the same time to respond. You can. 86 Rick Newell 00:48:02.660 --> 00:48:14.700 Sort by any of the columns that have arrows, which is all of them like if you want to sort by title or request ID, you, you could do that. I'm going to open this first one by clicking either the request ID or the title. 87 Rick Newell 00:48:16.980 --> 00:48:36.420 So, notice that it tells me the local ID and it's in this example, it's not displaying the local holdings because this is this is a training library, it's not a real library and, but the local ID is still there with the location and call number. So what. 88 Rick Newell 00:48:36.580 --> 00:48:49.980 What I might want to do is click this arrow next to print now, and add it to the bookstrapper sticker print queue. Notice that I can also print the request right now if I want to or I can add it to the request print queue. 89 Rick Newell 00:48:51.300 --> 00:49:01.580 So it printing is optional, but most libraries want to do this. Notice I get a confirmation message that says it's been added to that queue, and now what I might want to do also is. 90 Rick Newell 00:49:03.620 --> 00:49:04.620 Mark as retrieving. 91 Rick Newell 00:49:06.140 --> 00:49:10.420 And then I can go to the next request by clicking this next request button. 92 Rick Newell 00:49:12.420 --> 00:49:32.140 And I would do the same thing here. Add to bookstrap sticker print queue, and mark as retrieving, and of course if it's appropriate to respond to no, I could select a reason or if it's appropriate to respond. Conditional, I could, I could, do that as well. But. 93 Rick Newell 00:49:32.260 --> 00:49:46.180 But, I'm going to, just assume this is one that I I expect is going to be on the shelf and so I'll add it to the bookstraps to go print queue and Mark is retrieving and go to the next request and do the same thing there. 94 Rick Newell 00:49:52.740 --> 00:50:08.380 So assuming that some time has gone by and another person is going to be, to be doing the next step, I could open this print queue, notice I now have three requests in that bookstrap sticker print queue, and I'm going to select all of them. 95 Rick Newell 00:50:10.140 --> 00:50:11.980 And I'm gonna show you both of the. 96 Rick Newell 00:50:13.420 --> 00:50:15.740 The options two per page or six per page. 97 Rick Newell 00:50:17.260 --> 00:50:17.820 Per page. 98 Rick Newell 00:50:20.700 --> 00:50:23.500 The bookstraps look something like this, so you can. 99 Rick Newell 00:50:24.820 --> 00:50:33.860 Configure the bookstraps so it has your libraries logo, and, name at the top and you can do some limited customization of the of the bookstrap. 100 Rick Newell 00:50:36.060 --> 00:50:50.980 And I also want to mention that the appearance of this print preview and where the printer button is located varies depending on your web browser and perhaps also on your printer. I happen to be using Google Chrome. I'm going to. 101 Rick Newell 00:50:53.620 --> 00:50:53.860 I'll. 102 Rick Newell 00:50:55.460 --> 00:50:55.700 Close this. 103 Rick Newell 00:51:02.740 --> 00:51:03.420 Try anyway. 104 Rick Newell 00:51:06.380 --> 00:51:07.420 I'm just going to download it. 105 Rick Newell 00:51:10.220 --> 00:51:22.500 I also want to show you the other option if I select all of these, and if I choose six per page, notice that you can select where on the page you want to start printing. 106 Rick Newell 00:51:26.820 --> 00:51:37.060 The bookstraps have much of the same information, but not, not quite as much because the bookstraps are stickers are small, there's there's less real estate. 107 Rick Newell 00:51:38.500 --> 00:51:58.420 So, once you have successfully printed the bookstraps or stickers, you probably want to remove them from the print queue, the request remain in this print queue until you remove them and that is so that if something goes wrong with the printing, the printer is out of paper or there's paper jam, you don't have to repeat that process. All you have to do is print them again. But. 108 Rick Newell 00:51:59.460 --> 00:52:02.660 You probably do want to remove them at some point and you can do that by. 109 Rick Newell 00:52:05.340 --> 00:52:24.740 Selecting that the request you want to remove and then clicking the remove button, and now it says that I have no results. I've removed everything from the print queue. So what you might want to do next is you would, use those, those printouts you made to retrieve the items from the shelf. And what the next person. 110 Rick Newell 00:52:26.100 --> 00:52:35.260 That's going to be, doing this might want to do is they they might want to work with a packaging queue. So, another thing that, that you can do. 111 Rick Newell 00:52:36.860 --> 00:52:39.020 Is that, you'll notice that. 112 Rick Newell 00:52:40.500 --> 00:52:44.140 The considering loans, that status has now changed to considering. 113 Rick Newell 00:52:45.700 --> 00:53:05.300 I'm, has three, but notice the Can you supply has this little batch processing icon which means that batch processing is available. And again, this is one possible workflow, it's not the the only possible workflow, but if I wanted to remo to move these requests from the retrieving queue to the. 114 Rick Newell 00:53:06.340 --> 00:53:12.220 Packaging queue, if another person is gonna be doing that part of the process, what I could do is. 115 Rick Newell 00:53:13.700 --> 00:53:18.340 Select the, the batch response I want to make. In this case, packaging. 116 Rick Newell 00:53:20.140 --> 00:53:33.500 And then there's several ways that you can do this. You can either select the plus sign next to the request that you want to move into the packaging queue or you can scan the request ID barcodes. So I happen to have the printouts already, so I'll. 117 Rick Newell 00:53:34.980 --> 00:53:39.460 Scan that request ID barcode, and that has moved the request into the. 118 Rick Newell 00:53:41.380 --> 00:53:44.340 A packaging queue or a will, once I click the next button. 119 Rick Newell 00:53:50.820 --> 00:53:52.420 And I'll do it for this one as well. 120 Rick Newell 00:53:56.300 --> 00:53:57.620 And I'll also. 121 Rick Newell 00:53:59.780 --> 00:54:19.380 Do it for this one. This time I'll use that plus sign. So these are the requests that are about to be moved into the packaging queue. If I change my mind, if I didn't really mean to, to move this one, I can click this red X or I can click the the plus sign again to move it back there. And then what I can do is click. 122 Rick Newell 00:54:19.940 --> 00:54:20.940 Packaging. 123 Rick Newell 00:54:24.420 --> 00:54:42.780 So you'll notice the status is now changed to packaging. So, what the next person in this, this workflow could do, and again, this is just one possible workflow, is they could open the packaging queue and that that's one way of doing it or they could just go to the Topasa home screen and. 124 Rick Newell 00:54:43.340 --> 00:54:48.020 Use that, those barcodes on the printouts to retrieve the request. 125 Rick Newell 00:54:52.260 --> 00:55:04.100 And then what they might want to do is add this to the shipping labels queue, and then respond yes, and again be sure that you actually have the booking your hand before you, you do that. 126 Rick Newell 00:55:09.540 --> 00:55:11.860 And if you want to do that with another request. 127 Rick Newell 00:55:15.620 --> 00:55:19.820 You can scan that request ID barcode, do the same thing there. 128 Rick Newell 00:55:23.700 --> 00:55:41.540 And now you need shipping labels, so again you can go to that print queue, Notice I have two requests in the shipping label's print queue. Select the request I want to print, and you can print either six per page or thirty per page. If you print thirty per page. 129 Rick Newell 00:55:42.940 --> 00:55:49.020 They will look something like this. They just have the, the shipping address of the lending library that's in the request. 130 Rick Newell 00:55:52.540 --> 00:56:10.900 Or if you choose six per page, you also have the option to print the request ID barcode, a library mail statement, and return service requested statement on the label. And if you choose that option, the label looks something like this. Let me make this display a little bit bigger. 131 Rick Newell 00:56:11.700 --> 00:56:27.460 So you can see that it has again that request ID in the form of both a barca, a i readable and a barcode. That library mail statement, the from and two addresses in the return service requested. So you can choose either one of those options. 132 Rick Newell 00:56:33.580 --> 00:56:42.380 And then again, once you've successfully printed this shipping labels, you probably want to remove those. So select the labels you want to remove and click remove. 133 Rick Newell 00:56:48.620 --> 00:56:50.700 So what questions do you have about the lending workflow. 134 Rick Newell 00:56:57.860 --> 00:57:08.620 In the learner guide, which you, you may have printed out or you may have accessed already, you can see some other, other possible workflows, the. 135 Rick Newell 00:57:10.620 --> 00:57:18.980 The workflow that I'm demonstrating is basically the same one that's in this example landing workflow, and you might want to make adjustments for your libraries, a situation. 136 Rick Newell 00:57:23.980 --> 00:57:43.700 There are no questions about the lending workflow. Let's talk about the workflow for a copy request. If you do have questions about loading workflow, please feel free to type that into chat. So the same idea applies, the copy request will be both in your lending priorities queue if it's from a li. 137 Rick Newell 00:57:44.420 --> 00:57:49.540 You've designated as a priority borrower, as well as your Can you supply queue. 138 Rick Newell 00:57:51.740 --> 00:57:53.380 So you would open the. 139 Rick Newell 00:57:55.980 --> 00:57:57.420 Retrieving key, assuming that you've already. 140 Rick Newell 00:57:59.980 --> 00:58:19.620 Printed the the request out, you for copy request, of course, you don't need a, a book sticker or a bookstrap to send with the ionic cause if you're going to be sending it electronically, but you probably still need something to retrieve the item from the shelf. So we're assuming that you've already done that step, you've already retrieved the item that needs to be scanned from the s. 141 Rick Newell 00:58:19.620 --> 00:58:25.220 Stacks, and we're assuming that this is in the retrieving key. So you would open that retrieving queue. 142 Rick Newell 00:58:27.420 --> 00:58:45.940 And, the student worker or assistant who has retrieved the items from the shells, maybe is not the person that's going to be doing the scanning and so they might want to move these requests to the scanning queue. So, what they would do is. 143 Rick Newell 00:58:48.420 --> 00:58:58.980 The, the retrieving queue, and they could either use the request ID barcodes or use the the plus sign to move the request to the the top portion of the screen, and then. 144 Rick Newell 00:59:01.260 --> 00:59:01.780 Use scanning. 145 Rick Newell 00:59:05.220 --> 00:59:14.260 After they scanned the article and saved it somewhere on their computer, they would click the link that says OCLC article Exchange. 146 Rick Newell 00:59:16.660 --> 00:59:29.300 And then navigate to wherever you save that on your computer, a lot of our libraries like to use the request ID number as the, the file name, but you can, you can name that file, of course, whatever you want, and. 147 Rick Newell 00:59:30.860 --> 00:59:50.780 Then once you have opened that, that file, click and drop file, that's what attaches the, the scan of that, the article or the book chapter, to the request, so once you clicked drop file, toposit generates a URL and password, which is. 148 Rick Newell 00:59:51.140 --> 01:00:11.620 The lending library you don't really care about, but the patron at the borrowing library can use that to retrieve their article. Most of the time, your next step would be to click yes. However, if you're not sure whether you attached the right article or you kind of want to double check the quality of the scan, you can click the preview button and you can, you can. 149 Rick Newell 01:00:12.260 --> 01:00:23.020 That, that scan and and make sure that it looks correct. And then in either case, your next step is to click yes. As a lending library, once you click yes, your, your work is done. 150 Rick Newell 01:00:25.860 --> 01:00:27.820 So let me demonstrate that for you live. 151 Rick Newell 01:00:34.180 --> 01:00:36.300 So I'm going to go back to, to Pasa. 152 Rick Newell 01:00:39.260 --> 01:00:44.420 I'm gonna close some of these things that I have opened and I'm going to go to my. 153 Rick Newell 01:00:47.740 --> 01:00:48.060 Queue. 154 Rick Newell 01:00:51.940 --> 01:00:52.980 I'm going to open this request. 155 Rick Newell 01:00:55.140 --> 01:01:08.020 And in this example, I haven't I haven't searched my library's catalog, and my library I'm assuming that I shall periodicals by title. So, what I'm going to do is. 156 Rick Newell 01:01:11.220 --> 01:01:31.300 Go ahead and, I'll just add this to the request print queue. I actually what we're not gonna do is just print now, and if you print the full request, it looks something like this, and then I would click done once I've I printed it. And then I would mark this as retrieving, and I'll do the same thing. 157 Rick Newell 01:01:31.740 --> 01:01:36.780 For the next request and assume I've I've already done the print step, I'll mark this as retrieving. 158 Rick Newell 01:01:39.060 --> 01:01:40.980 And then I will go to the. 159 Rick Newell 01:01:45.380 --> 01:01:48.340 Retrieving queue under my lending priorities. 160 Rick Newell 01:01:50.300 --> 01:02:04.940 And I will, like, go ahead and assume that I've already retrieved this. If I want to move this to the scanning queue, I don't need shipping labels, I don't need bookstraps or stickers. If I want to move this to the. 161 Rick Newell 01:02:06.500 --> 01:02:09.700 Scanning queue, I can do that by selecting from the mark as menu. 162 Rick Newell 01:02:11.380 --> 01:02:12.620 And go to the next request. 163 Rick Newell 01:02:14.500 --> 01:02:25.140 Do the same thing there. And I could have done this with batch processing as well, either, either way is ok. It just depends on what kind of volume you have and what makes sense for your particular workflow. 164 Rick Newell 01:02:27.340 --> 01:02:34.460 And then the next person who works on this, that does the scanning step, these requests are in the scanning queue, so assuming that. 165 Rick Newell 01:02:36.660 --> 01:02:39.900 You have, already scanned the the article to your computer. 166 Rick Newell 01:02:42.300 --> 01:02:53.500 You would open the request and, then what I would do once I have located that file on my computer is I would click OCLC article Exchange. 167 Rick Newell 01:02:55.140 --> 01:02:57.260 And find wherever I have that on my computer. 168 Rick Newell 01:03:00.580 --> 01:03:00.980 Which is. 169 Rick Newell 01:03:08.940 --> 01:03:14.060 It's got a new computer a week or so ago, so I'm still kind of learning how things are arranged on this computer. 170 Rick Newell 01:03:19.140 --> 01:03:20.700 Actually what I'm going to do is this. 171 Rick Newell 01:03:27.460 --> 01:03:28.140 So there's the. 172 Rick Newell 01:03:29.700 --> 01:03:32.660 The article. I'm going to double click on that. 173 Rick Newell 01:03:35.260 --> 01:03:35.620 And then. 174 Rick Newell 01:03:45.460 --> 01:03:47.780 Open it, and then I'm going to. 175 Rick Newell 01:03:52.740 --> 01:03:53.980 Go to article Exchange. 176 Rick Newell 01:03:55.860 --> 01:03:57.420 And find that, that. 177 Rick Newell 01:04:00.740 --> 01:04:04.420 That item and then I'm going to drop file. 178 Rick Newell 01:04:06.820 --> 01:04:07.620 I can't seem to. 179 Rick Newell 01:04:18.660 --> 01:04:22.020 Now I finally found the file on my computer, then I'm going to drop file. 180 Rick Newell 01:04:24.460 --> 01:04:31.260 And normally what I would do is just click yes, if I wanted to preview it, I could could click that button, but for this example, I just going to click. 181 Rick Newell 01:04:33.420 --> 01:04:38.020 And you're finished. So what questions do you have about the. 182 Rick Newell 01:04:40.180 --> 01:04:42.660 Copy request workflow as a lending library. 183 Rick Newell 01:04:57.860 --> 01:05:16.900 Well, what I would like to do next is give you the opportunity to practice this workflow. So I have just entered into chat a link for a simulation and quiz, so the easiest way to get to the simulation and quiz is just to click that link in the chat or you can copy and paste it into your favorite web browser. 184 Rick Newell 01:05:17.660 --> 01:05:37.820 So, in a few seconds I'm going to stop talking and give you a chance to work on that simulation and quiz. If the simulation and quiz don't load for some reason, you might try a different web browser if that's a possibility for you. If you still have problems, send a message in chat and let me know. And then when you have. 185 Rick Newell 01:05:38.020 --> 01:05:40.380 Finished the simulation, if you have extra time. 186 Rick Newell 01:05:42.220 --> 01:06:01.740 Feel free to work on the quiz as well. And when you have finished both, click one of the feedback icons at the bottom of your Webex screen. So at this point I really will stop talking and give you a chance to work in the simulation and quiz. The simulation is fairly lengthy, so it might take you ten or fifteen minutes to do it. 187 Rick Newell 01:06:02.500 --> 01:06:03.940 And, have fun. 188 Rick Newell 01:20:36.660 --> 01:20:48.940 Well I know that not everyone has had a chance to finish the simulation and quiz yet, but we are almost at the end of our schedule time. So I just wanted to remind everyone that the. 189 Rick Newell 01:20:50.900 --> 01:20:58.700 The simulation and quiz are available to you later especially if you you had problems loading it, and you can find those by going to. 190 Rick Newell 01:21:00.900 --> 01:21:17.180 The actually the same URL that I that I put in chat and you can access both the simulation and quiz there. And these, these are available at any time, not, not just during the duration of the training session. Also a couple of other quick reminders. 191 Rick Newell 01:21:19.460 --> 01:21:39.140 You can access the Topasa help as well by going to the need help menu in the Topasa staff interface or of course by setting the URL as a bookmarker favorite. I also wanted to recommend the community center to you. This is a good place to have discussions with other libraries if you want to see that if other libraries. 192 Rick Newell 01:21:39.460 --> 01:21:56.420 Maybe have multiple branches or have the same integrated library system as you if you want to discuss with other Topasa libraries, how they're using topasa. That's a good place to do that or just search enhancement requests and vote on them or contribute your own. Also a good place to find out about. 193 Rick Newell 01:21:58.500 --> 01:22:17.380 News and events, for example, there was a resource sharing product insights last week. This is a good place to access that recording or to find out about feature events you might want to attend. When you exit from the Webex session today, you'll be directed automatically to an evaluation form. When you get to the form, it'll ask you for the instructor name. 194 Rick Newell 01:22:18.660 --> 01:22:38.380 Which is of course is my name Rick Null, and of course the class name was lending workflows. We would appreciate any feedback you might have to help us improve our training sessions. We do have two more training sessions this month, next Tuesday we have a training session on copyright management into PASA, and a week after that is a class on document delivery. 195 Rick Newell 01:22:38.940 --> 01:22:41.220 You might be interested in that, even if you don't have. 196 Rick Newell 01:22:42.900 --> 01:23:02.540 Document delivery service where you deliver a physical materials to patronts because it also provides you with an easy way to provide, access to open access or licensed resources, for example, to your patrons that may have submitted an aisle. I'll request for that item. So hope to see many of you at those. 197 Rick Newell 01:23:03.260 --> 01:23:09.220 Upcoming two classes. I want to thank you all for attending today and have a great rest of your day. Thanks.