See also:
To update a request as a loan (either to your own patron or to another library):
Field | Description | NCIP notes |
---|---|---|
Barcode (formerly known as Local Number) |
Mandatory. Key or wand in the barcode number for the item being loaned. Once the loan tracking record is created in Relais, the request can be retrieved using this barcode. |
When loaning a book to another library this barcode is included in the CheckoutItem message sent to the local library system. When loaning a book to a patron, this barcode is included in the AcceptItem message sent to the local library system. Be sure to enter a barcode or number that the local library system is able to use when creating the temporary bib and item record. |
Due Date | The default due date is displayed. This date is based on the loan code for the patron or library record. You can modify this date as required. For example, when loaning a document to a patron, the due date can be set based on the due date set by the supplying library. To modify the date click on the calendar and select the new date. This due date is recorded in the loan tracking record for this request and is used when calculating whether or not an item is overdue. This due date
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Typically if you are using NCIP, hide the due date in the tab. For most library systems the due date provided in the CheckoutItem and AcceptItem message is ignored, the due date is set by the library system. The one exception to this is Alma which is able to accept and use the due date from Relais if that is your preference. |
Renewable | Select Yes/No. The default value displayed can be modified. The Renewable flag Yes or No
Renewable can be hidden on the Loan (LON) tab. |
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Item Type | The Item Type drop-down is hidden by default. Select a value to indicate the item type being loaned from the Item Type drop-down. The default values for the Item Type drop-down are configured in Table Maintenance → Miscellaneous → Supplied Item Type You can hide or display the Item Type drop-down as well as modify the values that display. |
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Conditions | From the drop-down, select a value to indicate any condition to be observed by the requester. The Condition
You can hide the Conditions drop-down as well as modify the values that display. |
If you are updating a single request, the input box for the Exact Query is highlighted so that the next request can be entered, e.g., via a barcode reader, making it easy to process a batch of requests.
If there are multiple items to be loaned for one request, click Multi-volume before or after the first item is loaned.
Wand in or enter each barcode separately, click Enter to update the item as a Loan (LON), and move to the next row in the grid to enter the next barcode.
Caution: If an item has a specific due date or conditions that are different from the other items, be sure to modify those values prior to entering the barcode.
If you are using NCIP or eSIP and you use the Relais request number as the barcode, then you can configure the autofill option.
When this option is turned on, the request displaying the barcode field is populated automatically with the request number.
Note: If multiple items have been shipped for a request and the auto-fill option does not work, you will need to enter each barcode for each item.
If you are using NCIP or eSIP and your NCIP/eSIP server cannot create a temporary bib record because the title or author in the AcceptItem message includes diacritics, you can turn on the auto removal option to strip the diacritics. When this option is turned, Relais removes diacritics prior to generating the AcceptItem message.
For example:
Original title/author | After diacritics removed |
---|---|
L'Étoile du Sud | L'Etoile du Sud |
Jean François Paschal Grousset | Jean Francois Paschal Grousset |
Örtlich betäubt | Ortlich betaubt |
Günter Wilhelm Grass | Gunter Wilhelm Grass |
Núria Añó | Nuria Ano |
Núvols baixos (Low Clouds) | Nuvols baixos (Low Clouds) |
Note: Diacritics are removed only from UTF-8 strings containing Latin alphabets. UTF-8 strings containing non-Latin alphabets, such as Chinese or Arabic, are not altered.
It is possible to undo the update and enter the correct information if you have updated a request in error.
If using NCIP or eSIP and the loan is:
For a multi-volume loan, click on each barcode separately and click Undo.
The loan tracking, 'Return – Wrong Item Shipped' process is managed through the Reopen and Undo functions available from within the loan tab. These functions enable staff members to process a request that has already been processed as a loan.
The “Undo” function will:
If you have entered a barcode and changed other information in error, but you have not updated the loan yet, you can click Reset to display the request as it was when opened initially.
If you are part of a shared system and the request is from another library in your system, the Ship Loan tab displays
Any of the elements on the Loan (LON) tab can be configured. This includes changing the name of the tab, changing the text of each label and button, and selecting which elements to hide or display. All configurations can be done based on staff group.
Specific configurations are noted below.
Due date
Renewable flag
Item Type
Conditions
Autofill