Start point of a process. Also used to refer to a continuation to a following process and to refer back to a preceding process.

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Wilfrid Hamilton
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1 ILL/DD Interlibrary Loan / Document Delivery Flowcharts Other Tasks not flow-charted: Monthly statistical report generation. Invoices from suppliers sent directly to Library Acquisitions Unit for payment. Copy of Lending Invoices sent to UW Financial Services. Legend of Symbols used: Start point of a process. Also used to refer to a continuation to a following process and to refer back to a preceding process. Any manual process outside of a system related function. Any process where a computerized function is used. Any decision process that diverts a flow. End point of a process. Any content in paper format.

2 Flowchart 1 Wakeup Process Start Patron web form parsed in. Aviso patron record check. Aviso wakeup TCPMail requests, messages in/out OCLC Check & Print-off Refer to Flowchart 3: Borrower s OPAC Check & follow-up Refer to Flowchart 2: Lending Workflow

3 Flowchart 2 Lending Workflow Refers from Flowchart 1: Wake up Process OPAC Split for Science, Arts & Humanities In OPAC? (UW owned?) Cancellations Place holds & process for Remote Storage Stacks Retrieval File search slip in Holding File Discard search slip If license allows, print PDF full text from E-journal Order Processing: Mark Ship status (Aviso / OCLC) Cancellations Invoice with item outside of consortia Loans Articles Invoice with item outside of consortia Temporary location applied in OPAC Ariel/fax/mail File search slip in On loan Attach bookband IUTS / Courier / Mail Temporary location removed in OPAC Aviso Check-in Discard book band & search slip Discard search slip

4 Flowchart 3 Borrower s OPAC Check and Follow-up Refers from Flowchart 1: Wake up Process OPAC Send request through Aviso to:: TUGDoc service, (Guelph, WLU, Remote Storage) (Articles) Located at TUG partner? (Books) Place holds in OPAC In OPAC? In UW Libraries? Deliver to er Refer to Flowchart 4: Borrower s ing / Ordering Aviso update Send cancel message to patron File in Cancellations

5 Flowchart 4 Borrower s ing / Ordering Specialized tools examples: Messaging to patron and/or supplier. Update Aviso Update paper request. Retained by er Patron response? Cancel Message to patron File paper request in Cancellations. 1: Basic Amicus Traceit Romulus OPAC Conditional Refers from Flowchart 3: Borrower s OPAC Check and Follow-up 2: OCLC Locations and/or suppliers found? Location codes listed on paper request. er selects location 3: Specialized tools & verification sources Unfilled Cancel Message to patron File paper request in Cancellations. -Document suppliers (Uncover, CISTISource, GBV Direct) -Publishers -Web-based sources -Businesses -Specialized suppliers (NTIS, ASME, CAS, UMI) -Patents and standards databases -National Library of Canada -Journal indexes -CD Rom and paper verification tools -Individual Web OPACs. Messaging conditional categories: -Verification of citation -Patron need-by date -Purchase only -Overseas only (time/cost) -Too recent = er identified course of action. Aviso ISO/Generic Script Mail Order Processing Orders sent via: Web Order Fax/ Telephone OCLC Aviso update for history only Update paper request and file in Pending file Conditional Material shipped by Lender? Unfilled Refer to Flowchart 5: Borrower s Receiving

6 Flowchart 5 Borrower s Receiving Refers from Flowchart 4: Borrower s ing / Ordering Incoming Loans & Copies via: IUTS / Mail / Ariel / Fax TUG: (Guelph, WLU, Remote Storage) Match material to original request from Pending file Loans Loan or Copy? Copies Follow-up messaging Reminders (personal ) Add bookband or sticker Lender s existing band. Recycle at expiry date Undergrads: Attach yellow slip with name & shelf hold expiry date Graduates Faculty / Staff: Fold and wrap with mailer Loans picked up? Deliver to pick-up points. Receive on Aviso / OCLC Copies picked up? Deliver to pick-up points. Receive on Aviso / OCLC Ship via campus mail. Update print-out & file in Books-in-use file. File print-out in Completed file. Refer to Flowchart 6: Borrower s Returns

7 Flowchart 6 Borrower s Returning Refers from Flowchart 5: Borrower s Receiving Aviso update Overdue notice sent to patron Is Loan overdue? Pickup material from Return shelf Loaned Item Match material to print-out from Books-in-use file Ship item via: TUG / IUTS / Courier / Mail Return on Aviso / OCLC File print-out in Completed file.

User Guide. 800# Interlibrary Loan and Reference Backup Service 1-800-261-2838

User Guide. 800# Interlibrary Loan and Reference Backup Service 1-800-261-2838 User Guide 800# Interlibrary Loan and Reference Backup Service 1-800-261-2838 1 USER GUIDE 800# Interlibrary Loan and Reference Backup Service Anchorage Public Library 3600 Denali Street Anchorage, Alaska