Workflow Toolkit

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  • 1. Workflow ToolkitIDS ProjectWorkflow ToolkitCyril Oberlander, SUNY GeneseoCyril Oberlander & Harriet Sleggs, SUNY Geneseo& Harriet Sleggs, SUNY Geneseo IDS Project Conference 2008Presented @ IDS Conference, August 4-6, 2008Materials available for download at

2. Workflow Toolkit What is it? Collection of documentation to improve workflow ILLiad Settings & Templates Best Practices & Techniques Email.txt files & Word Templates Version 1 is a download of useful files today Version 2 will be a wiki with dynamic tutorials 3. Workflow Toolkit Requirements before we start In order to implement most of these, you need access to theILLiads customization manager, and write access to yourservers Email, Print, and PDF or Elec Del Folders. Most of the files in the Workflow Toolkit use ILLiad Local Infovalues and dont require editing, but some of the illustrationsfor email routings require local emails, etc., so configure thoseto your own needs. 4. Workflow Toolkit Chapter 1 General Tips & Intro 5. Best Practice and HoldingsA Solution?PRINT v. 1-44 (1947-1990)|ONLINE v. 38- (1984- ) ILL OK 6. Chapter 2 Workflow Toolkit BorrowingEmail Routing for Borrowing meansyou can use an email to Send ALA forms Send NLM a request Send other libraries a requestfor renewal or resend Bill users for lost materials Automate delivery of full text Send Acquisitions a purchaserequest Send users; renewal or recallnotices, or just a questionabout a request. And MoreEmail Routings record all emails sentabout a request, and it can changethe transaction status of therequest. 7. IDS ConferenceSUNY Oswego August 4-6, 2008 8. 7/29/2008 DRAFT 9. 7/29/2008 DRAFT 10. Previous Process UpdateSwitch to Route PrintDocumentNotify request to Document RefreshDocument Delivery Electronic DocumentDelivery Status Info DeliverySearchDeliveryDelivery Pull SlipsMenu Results 7/29/2008 11. 7/29/2008 12. 7/29/2008 13. Reminder - there are 3 pieces that need to be in place before using the new email routingCreate text file Create email routing Create routing rule 14. Workflow Toolkit Chapter 2 Borrowing 15. Workflow Toolkit Chapter 3 Custom Holdings & Direct Request 16. Workflow Toolkit Chapter 4 - Lending 17. Workflow Toolkit Chapter 5 Document Delivery 18. Workflow Toolkit Word Templates (See chapters: Borrowing, Lending, Document Delivery) BorrowingLoanSlips 19. User & Processing CitationInfo. InformationPaper foldsIn half 20. Borrowing Return Slips For regional courier services, IF BillingAddress2has text LAND, it prints LAND in Red; IDS Projectis BillingAddress1, and HUB is Address4 21. Lending Library, User & Citation Processing InformationInfo. Delivered Ship ToBy 22. Document Delivery (loan) for home or department Delivery I chose Mail to AddressSo ship to my addressappears hereYou can do the same with which library to pickup from, i.e. NVTGC, and other ILLiad fields 23. Document Delivery (articles) for Paging or Storage requests Citation InformationLibrary, User &Processing &Delivery Copyright Info. DeliveredInfoby Info 24. Workflow Toolkit Thank you & Questions? Suggestions?