Summit Borrowing: Local procedures and workflow

Processing materials: Detailed steps; adopted procedure with illustrations and links.

Quick steps to Basic Processing (please see Processing materials for complete information and illustrations)

Owning site	Borrowing Site
Printing & paging	Receiving items (checkin #1)
Checkout and send to institution	Checkout to patron
Final Checkin at owning site	Checkin from patron and return item

How-To: tips & problem-solving | Using text-based vs. Millennium catalog

Bookbands and paging slips– preparing items to send
Packing items into courier bags

Return unwanted items | Unclaimed requests (return unwanted item)
Cancel a request | Transfer request to another copy

Returning ILL items ("green flag")
Damaged items. Accept replacement copies?

RTL, & removing unwanted item from list

“… Too Long” Reports

Overdue fines, courtesy notices, and Automatic blocks
Recall: for Summit request; for local use

Annual Account Reconciliation (AAR)

AAR Process and Fines, fees, reimbursements.
new: Process for 2008, including spreadsheet instructions | schedule for summer 2008