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Claiming

Currently, all claiming is manual, but the admin module enables you to build claim policies and specify the action(s) that users should take to claim items.

Create a claim policy

The claim policy link enables you to name the claim policy and specify the organization that owns it.

  1. To create a claim policy, click Administration → Acquisitions Administration → Claim Policies.
  2. Create a claim policy name. No limits exist on the number of characters that can be entered in this field.

  3. Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this claim policy. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Administration → Server Administration → Organizational Units).

    Note

    The rule of parental inheritance applies to this list.

  4. Enter a description. No limits exist on the number of characters that can be entered in this field.
  5. Click Save.

Create a claim type

The claim type link enables you to specify the reason for a type of claim.

  1. To create a claim type, click Administration → Acquisitions Administration → Claim types.
  2. Create a claim type. No limits exist on the number of characters that can be entered in this field.

  3. Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this claim type. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Administration → Server Administration → Organizational Units).

    Note

    The rule of parental inheritance applies to this list.

  4. Enter a description. No limits exist on the number of characters that can be entered in this field.
  5. Click Save.

Create a claim event type

The claim event type describes the physical action that should occur when an item needs to be claimed. For example, the user should notify the vendor via email that the library is claiming an item.

  1. To access the claim event types, click Administration → Acquisitions Administration → Claim event type.
  2. Enter a code for the claim event type. No limits exist on the number of characters that can be entered in this field.

  3. Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this event type. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Administration → Server Administration → Organizational Units).

    Note

    The rule of parental inheritance applies to this list.

  4. Enter a description. No limits exist on the number of characters that can be entered in this field.

  5. If this claim is initiated by the user, then check the box adjacent to Library Initiated.

    Note

    Currently, all claims are initiated by a user. The ILS cannot automatically claim an issue.

  6. Click Save.

Create a claim policy action

The claim policy action enables you to specify how long a user should wait before claiming the item.

  1. To access claim policy actions, click Administration → Acquisitions Administration → Claim Policy Actions.
  2. Select an Action (Event Type) from the drop-down menu.
  3. Enter an action interval. This field indicates how long a user should wait before claiming the item.
  4. In the Claim Policy ID field, select a claim policy from the drop-down menu.
  5. Click Save.

Note

You can create claim cycles by adding multiple claim policy actions to a claim policy.

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