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cat:creating_and_processing_precats_for_ill_items

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cat:creating_and_processing_precats_for_ill_items [2018/02/16 16:20]
ehardy [Checking in ILL items with Precataloged records]
cat:creating_and_processing_precats_for_ill_items [2018/10/11 15:15] (current)
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 You, or other designated staff, can now either inform the patron the ILL item is available for pick-up, or send it to the patron’s home library/​branch before you or the staff there contact the patron. You, or other designated staff, can now either inform the patron the ILL item is available for pick-up, or send it to the patron’s home library/​branch before you or the staff there contact the patron.
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 At Check In, a dialog box will display to route to Cataloging. However, rather than routing to cataloging, the item will need to be sent to you. You may want to make sure that circulation and cataloging staff can recognize returned ILL items so that they will be routed correctly for return to the lending library. At Check In, a dialog box will display to route to Cataloging. However, rather than routing to cataloging, the item will need to be sent to you. You may want to make sure that circulation and cataloging staff can recognize returned ILL items so that they will be routed correctly for return to the lending library.
  
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-==== Deleting Precat records. ==== 
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-Once you have received the ILL item back from the patron, you should send the barcode to cataloging staff to delete the record. 
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-==== Reporting on Precat records. ==== 
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-Cataloging staff at your library should run regular reports to identify Precat items that have not been sent back to them for resolution. The reports will also allow them to monitor Precats for ILL items. If you have permissions to run reports, you may also run the report to ensure the records for ILL items are deleted. The template for the report can be found in [[https://​gapines.org/​report-creator/​|Quick Reports]] under Items. 
  
  
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 <​note>​The Precat record is not automatically deleted from the database at Check In and must be manually deleted. While not automatically deleted, it is no longer accessible, even for another checkout.</​note>​ <​note>​The Precat record is not automatically deleted from the database at Check In and must be manually deleted. While not automatically deleted, it is no longer accessible, even for another checkout.</​note>​
-==== Reporting on Precat records. ==== 
  
-Cataloging staff at your library should run regular reports to identify Precat items that have not been sent back to them for resolution. The reports will also allow them to monitor Precats for ILL items. If you have permissions to run reports, you may also run the report to ensure the records for ILL items are deleted. The template for the report can be found in [[https://​gapines.org/​report-creator/​|Quick Reports]] under Items. 
- 
- 
-==== Deleting Precat records. ==== 
- 
-Once you have received the ILL item back from the patron, you should send the barcode to cataloging staff to delete the record. 
- 
-==== Reporting on Precat records. ==== 
- 
-Cataloging staff at your library should run regular reports to identify Precat items that have not been sent back to them for resolution. The reports will also allow them to monitor Precats for ILL items. If you have permissions to run reports, you may also run the report to ensure the records for ILL items are deleted. The template for the report can be found in [[https://​gapines.org/​report-creator/​|Quick Reports]] under Items. 
- 
- 
-==== Checking in ILL items with Precataloged records ==== 
- 
-At Check In, a dialog box will display to route to Cataloging. However, rather than routing to cataloging, the item will need to be sent to you. You may want to make sure that circulation and cataloging staff can recognize returned ILL items so that they will be routed correctly for return to the lending library. 
- 
-<​note>​The Precat record is not automatically deleted from the database at Check In and must be manually deleted. While not automatically deleted, it is no longer accessible, even for another checkout.</​note>​ 
- 
- 
-==== Deleting Precat records. ==== 
- 
- 
-Once you have received the ILL item back from the patron, you should send the barcode to cataloging staff to delete the record. 
  
 ==== Reporting on Precat records. ==== ==== Reporting on Precat records. ====
cat/creating_and_processing_precats_for_ill_items.txt · Last modified: 2018/10/11 15:15 (external edit)