From 85809da84ba43330fbd7155cee6a397a9a664199 Mon Sep 17 00:00:00 2001 From: "Kevin Reiss." Date: Tue, 31 Dec 2024 14:48:42 -0600 Subject: [PATCH] Update account documentation, add patron group/request type documentation. --- docs/accounts.md | 11 +++++++++ docs/requests/patron_groups.md | 45 ++++++++++++++++++++++++++++++++++ docs/requests/request_types.md | 41 +++++++++++++++++++++++++++++++ 3 files changed, 97 insertions(+) create mode 100644 docs/accounts.md create mode 100644 docs/requests/patron_groups.md create mode 100644 docs/requests/request_types.md diff --git a/docs/accounts.md b/docs/accounts.md new file mode 100644 index 000000000..9c70c6a7a --- /dev/null +++ b/docs/accounts.md @@ -0,0 +1,11 @@ +# Blacklight Login Options + +## User Login Options + * "Login with netID" - devise user type "cas" + * "Log in with Alma Account (affiliates)" - Alma internal account credentials (Username is the "primary identifer" field in user's Alma account, password is set and stored in Alma) - devise user type "alma" + +## Places a user can login + * Library Account - Under the "Your Account" Option in the User Menu Bar + * Bookmarks and Search History - Blacklight User Account https://catalog.princeton.edu/bookmarks and (Login option is under the link "To view previously saved bookmarks, please log in to your catalog account." + * Unauthenticated User from a request page + diff --git a/docs/requests/patron_groups.md b/docs/requests/patron_groups.md new file mode 100644 index 000000000..e1ddf4a5b --- /dev/null +++ b/docs/requests/patron_groups.md @@ -0,0 +1,45 @@ +# Patron Groups and Request Options + +One needs an Alma account that is active to make requests for library materials except for those that are in our special collections and can be requested directly through the Aeon system. + +We have two groupings of patron types. + +* "core" patrons, patrons who are full-time members of the Princeton Community members who have access to all our request services. +* "affiliate" and "guest" patrons, patrons who have been sponsored for access to selective services through their local institutions connection to Princeton or by their connection to a full-time member of the Princeton Community. "Guest" patrons have purchased borrowing services from the library. + +## Core Alma Patron Groups + +* P Faculty & Professional +* GRAD Graduate Students +* REG Regular Staff +* SENR Senior undergraduate +* UGRD Undergraduate +* SUM Summer Student + +### Core request services + +* Recap Physical Delivery Request (Offsite Materials) +* Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) +* Annex Physical Delivery Request (Offsite Materials) +* Annex Electronic Delivery Request (scan a selection shelved at Annex on demand) +* On Order Requests (Items in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived.) +* In Process Requests (Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". Items that are here on campus but are not yet prepared for final shelving." +* Pick-up Service (request an item for pick-up that is shelved at a campus library) +* Digitization Request (scan a selection from an item shelved on campus on demand) +* Clancy Physical Delivery Request (Offsite Marquand Items at the Clancy Facility) +* Clancy Electronic Delivery Request (scan a selection shelved at Clancy on demand) +* Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad)) +* Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) + +## Alma Affiliate and Guest Patron Groups + +* Affiliate +* Affiliate-P +* GUEST + +### Affiliate and Guest Patron Services + +* Recap Physical Delivery Request (Offsite Materials) +* Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) +* Annex Physical Delivery Request (Offsite Materials) +* Clancy Physical Delivery Request (page an offsite Marquand Library Item) diff --git a/docs/requests/request_types.md b/docs/requests/request_types.md new file mode 100644 index 000000000..354259bcc --- /dev/null +++ b/docs/requests/request_types.md @@ -0,0 +1,41 @@ +# Request Services available through Orangelight + +* Recap Physical Delivery Request (Offsite Materials) + * Materials Managed in Alma Base Status: Item in Place + * Materials Managed in SCSB Status: Available +* Recap Electronic Delivery Request (scan a selection shelved at ReCAP on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials Managed in SCSB Status: Available +* Annex Physical Delivery Request (Offsite Materials) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) +* Annex Electronic Delivery Request (scan a selection shelved at Annex on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) + * Annex Electronic Delivery Requests are placed in ILLiad. +* On Order Requests + * Items that are in the Alma "Acquisition" Process Type. These are items ordered for our shelves but have not yet arrived. + * On order requests are emailed to the Library where the items will be permanently shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. +* In Process Requests + * Items in the Alma "In Process" Process Type and the Alma Work Order Type "Acquisitions and Cataloging". These requests expedite processing of items that are here on campus have not yet been prepared to be placed on shelf. Materials have an Alma Base Status of "Item Not in Place". + * In Process requests are emailed to the Library where the items will be permanently shelved at. For ReCAP items that are in ReCAP Alma Library these emails go to Firestone Circulation. +* Pick-up Service (request an item for pick-up that is shelved at a campus library) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) - pick-up requests for these materials are sent via email to circ staff. +* Digitization Request (scan a selection from an item shelved on campus on demand) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) + * Digitization requests for campus materials are placed through ILLiad. +* Clancy Physical Delivery Request (Offsite Marquand Items at the Clancy Facility) + * Items in Marquand locations that are not at ReCAP or are not Supervised Use Materials (items that are in Special Collections. In bibdata's holding_location table the flag aeon=true) + * Materials Managed in Alma Base Status: Item in Place + * Materials without a base status and which are not in a process type (Alma Physical Titles Only) - Request sent via email to Marquand staff. +* Clancy Electronic Delivery Request (scan a selection shelved at Clancy on demand) + * Items in Marquand locations that are not at ReCAP or are not Supervised Use Materials (items that are in Special Collections. In bibdata's holding_location table the flag aeon=true) + * Requests are placed in ILLiad +* Resource Sharing Services (Request an item from another library via Borrow Direct or InterLibrary Loan (Illiad) + * Any item that has a process type that is not Acquisition or In Process and has an Alma Base Status of "Item Not In Place". For items that are in the "In Process" type any items in a work order type that is NOT "Acquisitions and Cataloging". + * If a match is found requests are placed in Borrow Direct's Relais system; otherwise requests are placed in ILLiad. +* Reading Room Request (request supervised use materials for viewing in a Special Collections Reading Room) + * Reading Room Requests are placed in Aeon + * Any item in special collections location (aeon = true in the bibdata holding_location table) \ No newline at end of file