Aleph Workflow

Borrowing Category When Look At What To Do
New-New Daily Do a Locate and Send or Add supplier and Send.
New-New Staff Review Daily Look for notes from the patron. If an article click on Copyright. After looking at the note do a Locate or Add Supplier to request item or Cancel request. If at Copyright limit decide if you will request or cancel.
New-Locally Owned Daily Check shelves – item may be missing. If the item is not on shelves and you will request for the patron Locate request or Add Supplier. If the item is not on shelves and you will not request for the patron Cancel request.
Waiting for Process-Waiting for Process Daily Send request.
Waiting for Process-Locate Failed Daily Does request have an ISBN or ISSN? Add ISBN or ISSN and Locate or Search for title and Add Supplier.
Waiting for Process-Daemon Send Failed Daily Check mailing list for message about server status. After notified server is available, change status to Waiting for Process and allow ue19 to send or click on Send.
Pending-Will be supplied Weekly Filter by Last Activity date. Monitor requests. If request remains in Will supply too long send Message to lending library asking about status.
Pending-Sent to Supplier Weekly Filter by Last Activity date. Monitor requests. If request remains in Sent to supplier too long send Message asking about status.
Pending-Waiting Patron Response Not used.
Pending-Hold Placed Not used.
Shipped Daily Filter by Last Activity date. Do a Receive when item arrives. Monitor requests. If request has a shipped status but the item is not delivered within normal time Message lending library about request.
Unfilled Weekly Filter by Last Activity date. May want to notify patron that this item will not be received.
Replies Staff Review-Conditional Reply Daily Lending library sent a conditional message about use. Respond with Conditional Yes and the lending library can process the request. Respond with Conditional No and the request will go to new lending library or get an Answer Unfilled.
Replies Staff Review-
Retry
Estimate
Reply Location
Not used.
Received-Loaned to Library Filter by Last Activity date. Item can be loaned to patron. Can run borrowing service ILL76 to get a list of items not loaned to patron.
Received-Loaned to Patron
Received-Damaged Watch for Message from Lending library.
Returned-Returned by Patron Daily Do Return to lending library.
Returned-Returned by Library Weekly Filter by Last activity date. Monitor requests if item is not Closed by lending library in normal delivery time send Message asking if the item is at lending library.
Renewed-Renewal Rejected Patron will see status of Request on "Your borrowing record".
Renewed-Renewal Accepted Patron will see status of Request on "Your borrowing record".
Renewed-Waiting for Renewal Reply Weekly Monitor requests if a renewal response has not been received send Message to lending library asking about renewal.
Recall-Recalled Daily Do not do Recall Answer. Contact patron about request. If loaned to patron change due date in circ to recall date. When item is back do Return.
Overdue Weekly Contact patron about request; may setup circulation overdue notices.
Lost Before declaring Lost – Message lending library about cost; once cost and payment is sent then declare Lost. Lending library Check-in will Close. Message lending library if Check-in is not done.
Cancel-Waiting for Cancel Reply Filter by Last Activity date. Message lending library if request does not receive cancelled response within one day.
Cancel-Cancelled No further updating.
Closed No further updating.
Expired Lending library did not respond in time allowed. If your patron still wants this item you must create a New request to send to the same supplier.
Messages-Cancel Reply When Cancel Reply True can Dismiss message.
Messages-General Messages Daily Respond to Messages as soon as possible.
Message-Status Query Software sends a response. No response is necessary. May want to review why a status query was sent. Can Dismiss status query.
Message-Status or Error Report Response back to a Status query you sent. You may need to Message about request or have Status Change on request. After handling can Dismiss Duplicate request message watch request status if updates normally Dismiss.
Lending Category When Look At What To Do
Review-New Daily Locate.
Review-New-Staff Review Daily Note from borrowing library. Locate – automatic locate has not happened. May Message borrowing library, Ship or Answer Unfilled.
Review-New and Printed Daily Lending slip has been printed. Locate or search shelves for item. Ship or Answer Unfilled.
Review-Located Daily A match for item has been found at your library. Print lending slip and retrieve from shelves. Ship or Answer Unfilled.
Review-Located and Printed Daily The lending slip for this request has been printed or ill65 was run. Check Task Manager for file. Check shelves for item. Ship or Answer Unfilled as soon as possible.
Review-Mediated Daily Request may not have ISBN, LCCN, or ISSN. There may be a policy issue. Search for item and determine if you can Ship or Answer Unfill.
Review-Multiple Located Daily Item has multiple formats – check request to determine format. Message borrowing library if you can't determine format needed. Choose record to supply.
Review-Multiple Located and Printed Daily The lending slip for this item has been printed. Check shelves for item. Ship or Answer Unfilled as soon as possible.
Review-Referred Not used except by MSB.
In Process-Will Supply Daily Ship or Answer Unfilled as soon as possible.
In Process-Hold Placed Not used.
Shipped-Sent on Loan Weekly Filter by Last activity date. Monitor if borrowing library does not answer Receive send Message to determine if item got to the library.
Shipped-Sent as Copy Weekly Filter by Last activity date. Monitor if borrowing library does not answer Receive send Message to determine if item got to the library.
Shipped-Material Received No action required if sending automatic overdue notices. (All MnPALS libraries are setup to send Overdue ILL message automatically).
Return Weekly Filter by Last activity date. If the item is not back at our library in normal delivery time, send a Message to borrowing library asking if the item has been sent back.
Conditional-Condition Accepted Daily Borrowing library has answered with Conditional Yes and accepted your condition. Ship item.
Conditional-Answer Conditional The conditional message you sent to the borrowing library. If the borrowing library answers Conditional No then the request goes to Unfilled.
Cancelled-Cancelled by Requester Check for lending slip for item. Do not send item. Borrowing library or patron no longer needs it.
Overdue Weekly Filter by Last activity date. MnPALS libraries are setup to do automatic overdue. If request status stays overdue too long send a message to borrowing library asking that item be returned, renewal requested or if you should send a bill.
Recall Filter by Last activity. Monitor requests. Message borrowing library if item is not returned by Recall date.
Lost When borrowing library has paid for item do Check-in. Follow library procedure to withdraw or replace item.
Damage-Damaged Weekly Borrowing library sent damage message. Respond with a Message.
Not Supplied-
Answer Retry
Answer Unfilled
Answer Locations
Answer Estimate
Expired
No action necessary – requests that your library could not be supply. Expired requests are requests that were not handled in the amount of time borrowing library gave for a response.
Closed No action necessary – completed requests.
Messages-General Messages Daily Read and respond. Dismiss after handling.
Messages-Cancel Check request status if Cancelled by Requester then Dismiss.
Messages-Request for Renewal Daily Respond with Renew Yes or Renew No as soon as possible. Dismiss after handling.
Messages-Status Query Borrowing library has sent status query software responds. Check for message. Can Dismiss.
Messages-Status or Error report Review can Dismiss when response to your status query. May need to follow-up on request.

Contact Us

Minitex
University of Minnesota
Wilson Library, Room 60
309 19th Avenue South
Minneapolis, MN 55455

Phone: 612-624-4002
Toll-Free: 800-462-5348
Fax: 612-624-4508