Customizing Routing & Other Workflows Basic goals for customizing routing and workflows Less staff time Less handling More automation Watch for any systemic fall out… Basic goals for our discussion Talk about how to modify routing. Show examples of modified routing and workflows.
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Lending Processing : Storage Request Paging Example…
After email is
Sent, the request
Is in the next
Status for paging
Opens Email Dialog Box
Queues & Routing:http://portal.knowledgebase.net/article.asp?article=36551&p=1901
Shipping Label Avoidance
Lending Renewals & Due Dates; why bother with the ILS.
Scripted Hot Keys or Macros
Scanning with a Mobile Workstation
Label Printing for book straps and more…
Short cutting the process…
Add shipping labels to the paging slips.
Create Routing to move Awaiting Shipping Label Printing to Item Shipped (for Loans) and Request Finished (for Articles).
Borrowing Return Slips
Printing Shipping Labels in the Paging Slips.
Avoid separate print and matching slips to books.
“Item Shipped” for Loans, “Request Finished” for Articles
PSU is currently testing an industrial label printer that prints paper or label stock from large rolls. To reduce handling: Can ILLiad Print/Process as you go?
Zebra Z4M Printer http://www.zebra.com/PA/Printers/product_Z4M.htm
POS Data, Paul Crocker: firstname.lastname@example.org tel: 503-646-2955
Automate Receiving Process
Hit Check Item In, Printer
automatically prints book strap or label
Sticks to itself
Simple workflow issue, if we know that lots of lending books are returned a bit overdue, and some borrowing libraries will ask for a renewal that requires updating both ILLiad and the ILS system. Why Not…
Assume all books will be renewed in your ILS system by building a renewal date into the original due date. This reduces the number of overdue notices you send out, and speeds up processing lending renewal requests because you only have to update one system, ILLiad.
Can we automate borrowing renewal requests?
From Distance Ed. Users
Are we ready to send materials from the lending library directly to the borrowing library user? Details for one example found at Direct Delivery:
Request Sent to Lending Library with Direct Delivery Info.
Book sent to Borrowing Library User
ILL# added as Tracking ID#.
Ship Email Alert Active.
Return Info. & Label included.
Check Out Item
to Lending Library
(same shipping details)
Email ILL# “Returned”
Check In Item
Can ILLiad/OCLC adopt this method?
Next year will we page and scan materials with a phone, PDA or tablet? Latest adaptation of wireless phones is to ‘scan’ and distribute copies of tests.
Technology continues to transform the workplace and communication in libraries, increasingly emphasizing work anywhere, including from home. How many tele-work?
Personal & Mobile Technology evolves quickly because of consumer interest, so…How can we promote design elements that fit our needs?
What processes take a lot of time? (Receive preparation, scanning, etc.)
Is there another way of looking at handling the process?
Alternative processing such as baggage handling labels, etc.
Are we handling when we should allow automation?
Automate renewal requests & due dates, billing, etc.
Can we tackle lending directly to the borrowing library user?
Other examples to share or enhancement suggestions?
Head of Interlibrary Loan
Portland State University
PO BOX 1151
Portland, OR 97207
Ariel: 184.108.40.206 or ariel.lib.pdx.edu