Automated Request Manager for Lending

Basic lending automations

The following are examples of using lending automations

1. Charge $10
   
   Charge certain groups of lenders $10.
   
   After creating and naming your automation:
    
   1. Assign a priority. If this is your first lending automation, we recommend a priority of 10.  This allows for the addition of future automations that could either come before or after this one in priority.
   2. Under Matches, select Borrower Group.
   3. Click the Select Custom Holdings Groups and/or Profiled Groups link.
   4. In the window that opens, select from a combination of your Custom Holdings Groups and OCLC Profiled Groups. 
      • At least one group must be selected.
   5. Use the Add buttons to move the groups into the Groups Chosen for this Automation box.
   6. Click Select at the bottom of the window when you have completed your selections. You will be returned to the configuration of your automation.
   7. Under the Actions, select Apply Constant Data.
   8. Select the appropriate lender constant data record which specifies a $10 fee from the selection list that appears. 
   9. Click Save. By default, the automation is enabled and effective immediately.
       
2. AV Loan Periods
   
   Assign a shorter loan period for audiovisual materials than for books.
   
   After creating and naming your automation:
    
   1. Assign a priority. If this is your first lending automation, we recommend a priority of 10. This allows for the addition of future automations that could either come before or after this one in priority.
   2. Under Matches, select Formats.
   3. In the selection window that appears, use the ctrl key to select multiple formats. Suggested formats include: all sound recording types and all visual material types.
   4. Under Action, select Apply Constant Data.
   5. Select the appropriate lender constant data record from the selection list that appears. This should be a constant data record that specifies your desired loan period for AV format.
   6. Click Save. By default, the automation is enabled and effective immediately.

Advanced lending automations

The following are examples of multiple automations working towards a desired action.

Example: I want to apply specific loan periods for AV vs. books and I charge some libraries $20 and all other libraries $0. I don't charge anyone for copies.

The above configuration puts the more specific use cases first moving towards more generic:

1. AV requests from a group that should be charged $20.
   • Assigns a shorter AV loan period and a $20 lending charge via the AVLOANPERIOD20CHARGE constant data record.
2. AV requests from everyone else at no charge.
   • Assigns the same shorter AV loan period but has no lending charge.
3. Loan requests for all other formats from libraries that should be charged $20.
   • Assigns a longer loan period and passes on a $20 lending charge.
4. Loan requests for all other formats from any other libraries besides the ones that should be charged.
   • Assigns a longer loan period and has no lending charge.
5. All copy requests.
   • Assigns a copy-related constant data record with no lending charge and no return address, since copies do not need to be returned.
     
      

Example: I don't charge some libraries, charge others $20, and everyone else is charged a default $15 charge, regardless of request type.

The above configuration puts the more specific cases first and then adds an automation with no match criteria last, which will match on all other requests. This is a good way to make sure constant data gets applied if the user has a default use case:

1. Requests from libraries in the lender's FIRST Custom Holdings Group or the LVIS profiled group will have a constant data record applied with no lending charges. 
2. Requests from libraries in the lender's CHARGE20 Custom Holdings Group will have a constant data record applied with a lending charge of $20.
3. All other requests from libraries not in any of these groups will have a constant data record applied with a lending charge of $15.
    

Example: I don't charge anyone, but if I get a request for an e-book, I need a specific staff member to look at those requests and consider them individually.

The above configuration shows a full set of lending automations that will:

1. Tag all requests for e-books (copies or loans - chapters or full books) with a staff member's name.
2. Apply copy-specific constant data with no charge to all other copy requests.
3. Apply an AV-specific constant data record to all loan requests for AV items.
4. Apply a no charge loan constant data record to all other loan requests.
   
    

Example: I want to know which requested items are held at my remote locations so that I can more efficiently retrieve them. I prefer to fill from my main library first and only need to retrieve items remotely if they are not held at the main library.

1. Tag all requests held at the Main branch with a Main Library tag.
2. Because the automation that tags requests held at the main library has the higher priority, only those items not also held at the Main Library will be tagged with West Library. 
   • When working with staff at the West Branch to obtain items shelved there, this allows library staff to request only items that are not also available at the main location.