1 Introduction

Introducing the Training team

Familiarity with Summit

About WebOPAC/ MilCirc

Schedule, what's covered

Handouts

Summit documentation on the Web

2 In the background: how the system works

Powerpoint presentation (overview)

Review transaction flowchart (2 checkouts and 3 checkins)

Where's the record? (patron records; virtual item and virtual patron explained; illustrate status in all 3 systems)

3 As a Borrower: Borrowing through SB.
Receiving and processing your patron's request

A. Patron makes a request

A.1. Patron requests item

A.2. Summit checks for loanable items

A.3. Summit selects a copy based on Institution Priority table

A.4. Patron verification begins: identify institution

A.5. Patron verification continues: Name and ID #

A.6. Request continues: item selection

A.7. Request continues: choose Pickup location

A.8. Request completion: system response

A.9. System notifies Borrowing and Owning sites, updates all catalogs

B. Patron asks about status of request

C. Owning site receives request and sends item to borrowing site

D. Receive and Checkin the Summit item at the Patron (the Borrowing) Site

D.1. Receive items from courier

D.2. Checkin (watch for Pickup Loc on paging slip; forward to other loc as appropriate for Checkin)

D.3. Place item on Hold shelf

D.4. Notify patron

E. Borrowing Site: Checkout to Patron

E.1. Check out to patron

F. Borrowing site: Checkin from patron and Return item to Owning site

F.1. Checkin from patron

F.2. Print transit slip?

F.3. Mark bookband to show loan is finished (e.g. slash or check mark)

F.4. Remove anything else – paging slips and any other extraneous materials

F.5. Package and return item

4 As a Lender: Lending for SB – processing the SB request from another Alliance library

A. Recording and Processing the Request at the Item (Owning, or Lending) Site

A.1. Print paging slips. Sort order: Due Date; Item Loc; Item Call no.; Bib. Call no.

A.2. Retrieve item from stacks

A.3. Check out to Borrowing site

A.4. Package and send item

A.5. Paging slip etiquette

A.6. Handling unusual sizes (very tall; very short; flimsy e.g. sheet music; map, 3-page document)

A.7. System updates item record in Summit and notifies Borrowing and Owning sites

A.8. Or: Cancel the hold. (covered later in outline)

B. Item received and checked in at Borrowing site, checked out to Patron, checked in and returned to Owning Site

C. Back At the Item, or Owning Site

C.1. Inspect for damage; route as necessary for repair or claim. Otherwise, …

C.2. Check in item (3^rd of 3 check ins) and discard bookband.

D. System finishes up: Removing the virtual records

D.1. System updates the holdings display

D.2. System removes temporary patron information added to item record at Owning Site

D.3. System removes temporary item information from patron record at Borrowing Site

5 Other situations

Note: this is not an exhaustive list; other situations will arise during testing with all the other members

A. Can't satisfy the request: cancel with re-request

B. Satisfy the request with a different copy of same title, edition: Transfer to another copy.

C. Barcode missing

· Barcode number missing from virtual item record (temporary item information attached to patron record).

· Barcode number label missing from item.

D. Managing the hold shelf; materials not picked up from Hold Shelf by end of 7^th day

6 Pickup Anywhere

7 Trouble-shooting and Keeping up

A. Reports and other features in INN-Reach Summit Loan Processing menu (some are listed here:)

A.1. Reports about Library's items requested by or loaned to other Alliance institutions

· Paged Too Long

· Institutional Overdues

A.2. Items requested by Library's patrons

· Requested Too Long

· In Transit Too Long

· Received Too Long

· Returned Too Long [remove invalid items then must re-run the list] Run at the end of the week because if you run it at the beginning of the week, it will include weekend days when there was no courier delivery.