VOYAGER REQUEST FORMS REVIEW

Login Blocks & Request Errors

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

Patron Blocks

Patrons can’t place requests because of borrowing blocks Overdue recalls Fines exceeding limit Lost books

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

Request Status Display in My Account

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

Types of Forms

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

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

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

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

Testing Results and New Discoveries

Volume, date & year in call slip request form

Current New Option

9999 remaining requests

Current New Option

Expand selection box & change list order

Current New Option

Customize error messages

Current New Option

Customize “Comments” label & limit input to 100 characters

Current New Option

Remove Pick Up location where not applicable

Current New Option

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

Taking Action and Implementing Change

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.

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

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