Presentation - Orbis Cascade Alliance

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Pickup Anywhere
overview
Based on Alliance Borrowing Day presentation by Pam Mofjeld, III
and OhioLINK documentation
Some slides courtesy of III and OhioLINK
1
Why?
To expand our services to distance
learners and others not located near
their home campuses.
2
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
3
Pickup Anywhere transactions
Borrowing site
(patron)
Pickup Anywhere site
Summit
(“central”)
Owning site
(item)
new: a separate
database at
Central for Pickup
Anywhere
transactions
4
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)
5
Detail
Patron
searches, requests and authenticates as
usual
 selects pickup location from any circulation
desk designated by the member site for
Pickup Anywhere

6
example: patron is associated with Wright State U.
7
example: patron chooses pickup location at Ohio
University
8
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.)
9
patron record showing Pickup location
10
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
11
Owning Site processing
Print
paging slips for Pickup Anywhere
(separate file)
Retrieve items from shelf
Check out items to pickup sites,
package and send
?add Pickup Anywhere identification
such as a sticker
12
Paging slip: separate file. Same as regular paging
slip except new text added at top:
***PICKUP ANYWHERE REQUEST ***
13
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
14
From the main task bar, Click on the Pickup
Anywhere icon.
15
… enter
barcode,
… and click the
search box
Click on the
Receive Item
icon in the task
bar menu,
16
Select item
from list,
then click on
Process box.
17
Item status changed from shipped to received.
18
To view the item on the Holdshelf, click on the
Holdshelf icon from the INN-Reach Pickup
Anywhere menu.
19
enter patron name
in the box,
To check out the
item to the
patron, click on
the Check -Out
icon from the
Pickup
Anywhere task
bar menu,
then click on the
Search box.
20
Check the
item(s) you want
to check out,
then click on
the Process
button.
A list of items attached to the patron will appear.
21
Item is now checked out to patron.
22
then enter item
barcode.
click on the Return
Item icon in Pickup
Anywhere task bar,
To return Pickup Anywhere item:
23
then click Process button.
Item now displayed: Check item to be returned,
24
Item status now “Returned”
25
Final checkin at Owning Site:
Check in item using Check-In from
the Main task bar menu.
26
Requirements

Pickup Anywhere site must be using
MilCirc (version 5 or later)

Java enabled browsers
27
Other considerations
Pickup Anywhere and Same Site
Requesting (Request at Own Site)
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.
28
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