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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. Why?. To expand our services to distance learners and others not located near their home campuses. Pickup Anywhere.

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Pickup anywhere overview

Pickup Anywhereoverview

Based on Alliance Borrowing Day presentation by Pam Mofjeld, III and OhioLINK documentation

Some slides courtesy of III and OhioLINK


Why?

To expand our services to distance learners and others not located near their home campuses.


Pickup anywhere
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


Pickup anywhere transactions
Pickup Anywhere transactions

Borrowing site(patron)

Owning site (item)

Summit (“central”)

new: a separate database at Central for Pickup Anywhere transactions

Pickup Anywhere site


Summary
Summary

Patron places request, chooses a pickup location, then:

  • Owning site pages item

  • Owning site: checkout and send item to pickup site (1st checkout)

  • Pickup location receives the item (1st checkin) and Patron is notified item is available

  • Patron checks out the item from pickup location (2nd checkout)

  • Patron returns the item (2nd checkin)

  • Pickup location checks item in using Pickup Anywhere module and returns it to Owning Site

  • Owning site checks in the item (final checkin)


Detail
Detail

Patron

  • searches, requests and authenticates as usual

  • selects pickup location from any circulation desk designated by the member site for Pickup Anywhere






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

Pickup locations: local options vs. pickup anywhere


Owning site processing
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


Paging slip: separate file. Same as regular paging slip except new text added at top: ***PICKUP ANYWHERE REQUEST ***


Pickup site processing
Pickup Site processing except new text added at top:

  • 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



… enter barcode, except new text added at top:

… and click the search box

Click on the Receive Item icon in the task bar menu,


Select item from list, except new text added at top:

then click on Process box.


Item status changed from except new text added at top: shipped to received.


To view the item on the Holdshelf, click on the except new text added at top: Holdshelf icon from the INN-Reach Pickup Anywhere menu.


enter patron name in the box, except new text added at top:

then click on the Search 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 Process button. except new text added at top:

Check the item(s) you want to check out,

A list of items attached to the patron will appear.


Item is now checked out to patron. except new text added at top:


then enter item barcode. except new text added at top:

click on the Return Item icon in Pickup Anywhere task bar,

To return Pickup Anywhere item:


then click Process button. except new text added at top:

Item now displayed: Check item to be returned,


Item status now “Returned” except new text added at top:


Final checkin at Owning Site: except new text added at top:

Check in item using Check-In from the Main task bar menu.


Requirements
Requirements except new text added at top:

  • Pickup Anywhere site must be using MilCirc (version 5 or later)

  • Java enabled browsers


Other considerations
Other considerations except new text added at top:

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.


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