Voyager Request Forms Review
description
Transcript of Voyager Request Forms Review
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VOYAGER REQUEST FORMS REVIEW
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Login Blocks & Request Errors
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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
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Patron Blocks Patrons can’t place requests because of
borrowing blocks Overdue recalls Fines exceeding limit Lost books
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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
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Request Status Display in My Account
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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
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Types of Forms
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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
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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
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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
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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
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Testing Results and New Discoveries
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Volume, date & year in call slip request form
Current New Option
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9999 remaining requests
Current New Option
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Expand selection box & change list order
Current New Option
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Customize error messages
Current New Option
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Customize “Comments” label & limit input to 100 characters
Current New Option
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Remove Pick Up location where not applicable
Current New Option
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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
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Taking Action and Implementing Change
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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.
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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
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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