This guide provides information about using Deliver functions. The Deliver Module covers the interactions between the library and its patrons. The Deliver processes include check in, check out, renew, request, hold, manage patron accounts, notices, fines and fees, interlibrary loan and course reserves.
Note
To learn more about the Deliver Module, see the Deliver Overview on the OLE Documentation Portal.
This guide is organized to follow the layout of the Deliver tab.
The first section provides an explanation of Deliver Batch Processes. Though not included on the Deliver tab, it is important to understand some of these processes that occur behind the scenes.
Circulation provides access to loaning, returning, requesting, and item bills
Patron provides access to patron records and patron bills.
Circulation Admin includes the maintenance documents (documents that control database tables) associated with circulation.
Patron Admin includes the maintenance documents associated with patron records.
These sections are divided into subsections covering individual functions. For each function, the applicable subsection presents a breadcrumb trail showing how to access the function and information on the layout and fields on the related screen(s). As appropriate, some subsections include business rules and routing information for e-docs and/or special instructions for performing activities.
Note
In order to work efficiently in the system’s Deliver screens, you need to understand the basics of the user interface. For information and instructions on logging on and off, navigating, understanding the components of screens, and performing basic operations in the screens, see OLE Basic Functionality and Key Concepts.
This guide as well as guides to other OLE modules are available from the OLE Documentation Portal.
Tip
Bookmark any page within OLE. This will allow you to easily navigate back to an interface or e-doc in one click, just log in.
