NRE Release Aug 2009, Upgrade notes

WORK QUEUES   

Staff Review: Check Error (Anya)

We have added a new category in the work queue called “Staff Review” for both the Borrower and Lender. Under the “Staff Review” category you will find request that are in the “Check Error” authorization status.

Most of the errors found on both borrower/lender sides are that the Circulation Service failed for some reason. You will find the reason under “Log Messages” on details page. If it is a circulation error please retry  the process to see if it goes through.

Also if you have edited your work queue you may not see these category, if you want them go into the Edit Work Queue section.

Idle/Check Manual queue (Jean)

This Queue before the upgrade included only “Same site Requests”, items where your  library was first in the lender string.

Now this queue contains: Same Site Requests and No Rota Built Requests.

The No Rota Built requests are auto-completed and no further processes need to happen to these requests. Strangely this queue is not showing ALL the No Rota Built items, it is only showing some.

Other sites are also seeing odd numbers in the End of Lender String queue. This used to be called the End of Rota queue but the number of requests displaying is inconsistent with the old End of Rota numbers. Please just leave these as is for now.

I have also noticed some very old Completed requests reappearing in the Will Supply Queue. Cause of this is unknown at this time.  I would advise everyone to just leave odd items in your queues as they are right now. Most of the strange items are old and already completed so they are not an urgent problem. [update 8/17 2 PM: Old requests were inadvertently included during the upgrade; they will be removed by end of day 8/17, or 8/18 at the latest.]

I like having the No Rota Built requests display in this queue(they are still being auto completed). These requests were previously hidden. I Think its good to see how many requests are getting bounced to ILL on a daily basis.

Batch update - Shipped (OCLC): it's set up this way:

• Skip to the public note field if you hit TAB
• Go to the shipped item barcode field from Our Number if you hit return (usually done with a scanner)
• If you are on the shipped item barcode field and do a return it will submit the request
• You can navigate through all fields one by one using the TAB key (SHIFT+TAB will be reported for fixing).

BARCODES

When receiving, you'll scan the barcode in the Shipped Item Barcode field.  If your barcode reader adds an <enter> it will move the cursor to the next field, Circulating Item Barcode. You do not have to enter/scan the item barcode again to put it in Circulating Item Barcode.  NRE will copy the barcode to the "Circulating
Barcode Item" if the field is empty for you. NRE will not display the barcode in the "Circulating Barcode Item" - the box will remain blank. If scanning the barcode twice makes it easier for you then it will not hurt to scan the barcode again.

(The reason Circulating Item Barcode appears on the page is because some other non-Alliance customers do not/cannot use the same circulating item barcode as the shipped item barcode.)

(Michael M, OHSU) our barcode reader is set to input a RETURN after scanning. We have found that in processing "Shipped," we have to manually input the cursor into the next field after we scan the lending number into the Our Number field. [this is being investigated. 8/17/09]

Barcodes with letters - it matters. Best to use uppercase when Shipping. (Jean)

VOL INFO

(Rick) Volume info is making it to the paging slips, but it is not displayed anywhere in the request within NRE. [this is being investigated, 8/17/09]

OTHER

In batch update: Using the TAB button (or SHIFT+TAB) will cause problems.  For example, if you use SHIFT+TAB to move from the Barcode field back to the Request Number field, an ENTER will be input and the update will be submitted--even if not complete or correct.  Using TAB will also skip a field. (Rick)

SOLUTION: When hand-entering numbers, use ENTER or the mouse rather than the TAB button. (Rick)

Batch update, Due date. While there is a field on the batch update screen for Due Date, we can ignore that--the system will set that for us.  (Rick)

Loan period - Short loan: This was mentioned in the first message about the upgrade, but it's important: Since many barcode readers are set up to input a RETURN after scanning, staff will need to select long/short in Batch Update before scanning the barcode.  Otherwise, the update is submitted before you get to the radio buttons.  (Jean) The default loan period is "long." [NN]