Voyager Request Forms Review

1. Voyager Request Forms Review

2. Login Blocks & Request Errors

3. Patron Record Blocks • Borrower can’t login because of patron record issues • NET ID Login fails when UID is not in Institution ID field • Barcode Login fails when Institution ID field is blank • Barcode Login fails when last name in record does not match what is typed

4. Patron Blocks • Patrons can’t place requests because of borrowing blocks • Overdue recalls • Fines exceeding limit • Lost books

5. Request Errors • Request fails when patron selects a form that’s not applicable • Call Slip request attempted on item type that’s not eligible (DVD, reserve, ref book) • Attempt to recall a book that’s not checked out

6. Request Status Display in My Account

7. My Account Request Status • Recalled • In transit for hold • Copy level hold placed • Title level hold placed • Call slip processed (filled) • Call slip processed (in transit) • Call slip placed • Call slip not filled (missing) • Call slip not filled (non circulating) • Call slip cancelled by staff • Call slip cancelled by patron • Call slip on hold for pick up

8. Types of Forms

9. Blank Form • Ask a Question or Recommend a Purchase • Only form if not on bib record • Available to all patrons • We define the fields that display • Sent as email to Rhees Ref for triage

10. System Form • Two in use currently • Not Checked Out – Request It • Checked Out or Overdue? - Recall It • Processed automatically – no staff intervention • Circ matrix defines which patron groups can use these forms NOTE: Hold form not being used

11. Item Level Form • Used to request photocopies and course reserves • Item record must exist for form to work • Used when we need requester to supply additional information • Emailed to designated staff for processing

12. Bib Level Form • Three forms used • Request Any Item - Staff Assisted • Catch-all that users are referred to if request form fails • Emailed to RRLCircReq for processing or triage • Report Voyager Errors and Typos • Request Text from Microform

13. Testing Results and New Discoveries

14. Volume, date & year in call slip request form Current New Option

15. 9999 remaining requests Current New Option

16. Expand selection box & change list order Current New Option

17. Customize error messages Current New Option

18. Customize “Comments” label & limit input to 100 characters Current New Option

19. Remove Pick Up location where not applicable Current New Option

20. What We Can’t Do • Get pick up location to show instead of just number in request emailed to staff • Pull in more patron info into email that staff receive, e.g. email address

21. Taking Action and Implementing Change

22. Next Steps • Write instructions for “fixing” patron accounts • Determine error message wording for login and patron blocks • Customize request error messages • Test and research “My Account” request status display • Determine best name for each request form • Review and revise general instructions and help pop-ups • Review each form’s instructions, fields, etc.

23. Next Steps • Determine if additional items types can be call slipped, e.g. DVD’s, journals • Determine if any forms can be consolidated by changing policies, e.g. photocopy form • Add volume, date and year to call slip request form • Eliminate “9999” requests remaining display • Expand request selection box and determine display order • Limit comments box to 100 characters

24. Ideas from the Group • Photocopy form – make more obvious that they can get pdf delivered • Error message – red font & more white space around • When does error message when call slip is cancelled go away? (test) • Report of expired unfilled holds • Check which libraries allow renewals on holds (AF check) • Why no locate form? • Why no hold option? • Volumes in drop down not in order • How does copy work in call slip? What happens if they request a missing copy? • MMC prefers no call slip if going to pick up in MMC • Sibley extraneous locations and items