Guide to the OLE Deliver Module
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Guide to the OLE Deliver Module
Contents
Introduction
1. Batch Processes
2. Circulation
Loan
Getting Started
Process Overview
Fast Adds
Options available from the Loan Screen
Business Rules
Request
Process Overview
Modifying or Canceling Requests
Printing Call Slips
Business Rules
Request Re-order
Process Overview
Business Rules
Return
Getting Started
Process Overview
To mark an item as Claims Return, Item Damaged, or Missing Piece
Business Rules
3. Patron
Deliver Notices
Patron
Getting Started
Document Layout
Process Overview
Patron Bill
Search for a Patron Bill
Create a Patron Bill Manually
Document Layout
Patron Section Tab
Patron Bill Section Tab
Fee Type Section Tab
Total Amount Tab
Process Overview
4. Circulation Admin
Barcode Status
Document Layout
Calendar
Document Layout
Calendar Exception Type
Document Layout
Calendar Group
Document Layout
Process Overview
Circulation Desk
Document Layout
Location tab
Circulation Desk Mapping
Process Overview
Copy Format
Document Layout
Fixed Due Date
Getting Started
Document Layout
Flagged Item Search
Document Layout
Location
Document Layout
Implementation Information
Location Level
Document Layout
Implementation Information
Request Type
Document Layout
5. Patron Admin
Address Source
Document Layout
Patron Type
Document Layout
Fee Type
Document Layout
Patron Source
Document Layout
Payment Status
Document Layout
Statistical Category
Document Layout
6. APPENDIX
Deliver Terms and Definitions
Deliver Roles
Linked Resources
Contents
Search
Introduction
Batch Processes
Circulation
Loan
Getting Started
Process Overview
Fast Adds
Options available from the Loan Screen
Close and Clear Patron
Renew and Modify Due Dates/Times
Claims Return
Missing Piece
Damaged
Printing Call Slips
Business Rules
Request
Process Overview
Modifying or Canceling Requests
Printing Call Slips
Business Rules
Request Re-order
Process Overview
Business Rules
Return
Getting Started
Process Overview
To mark an item as Claims Return, Item Damaged, or Missing Piece
Business Rules
Patron
Deliver Notices
Patron
Getting Started
Document Layout
Overview Tab
Contacts Tab
Affiliation Tab
Library Policies Tab
Loaned Records, Requested Records and Temporary Circulation History Tabs
Proxy Patron and Proxy For Tabs
Local Identification Tab
Lost/Invalid Barcode Info Tab
Process Overview
Patron Bills
Business Rules
Patron Bill
Search for a Patron Bill
Create a Patron Bill Manually
Document Layout
Patron Section Tab
Patron Bill Section Tab
Fee Type Section Tab
Total Amount Tab
Process Overview
Business Rules
Circulation Admin
Barcode Status
Document Layout
Calendar
Document Layout
General Tab
Exception Day Tab
Exception Period Tab
Process Overview
Business Rules
Creating Calendars
Maintaining Calendars
Calendar Exception Type
Document Layout
Calendar Group
Document Layout
Process Overview
Business Rules
Circulation Desk
Document Layout
Add/Edit Circulation Desk Tab
Location tab
Circulation Desk Mapping
Process Overview
Copy Format
Document Layout
Fixed Due Date
Getting Started
Document Layout
Add/Edit Fixed Due Date Tab
Time Span Tab
Flagged Item Search
Document Layout
Location
Document Layout
Implementation Information
Location Level
Document Layout
Implementation Information
Request Type
Document Layout
Patron Admin
Address Source
Document Layout
Patron Type
Document Layout
Fee Type
Document Layout
Patron Source
Document Layout
Payment Status
Document Layout
Statistical Category
Document Layout
APPENDIX
Deliver Terms and Definitions
Deliver Roles
Linked Resources
Search