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Ariel and Workflows are more interdependent in the new process.

Learn how Ariel and Workflows are interconnected in the new scanning process for libraries. Examples will clarify the connection and usage for updating request status and changing messages in the User's Self Services page.

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Ariel and Workflows are more interdependent in the new process.

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  1. Ariel and Workflows are more interdependent in the new process. What’s new for libraries with scanners?

  2. What is the connection? This will become clear when we go through examples. Used for updating the request status and changing the messages in the User’s Self Services page. Some procedures are determined by information that will already be in the Ariel Archive Queue. Used for scanning and posting to the web. Web Delivery requires input of the patron’s name and the article title from Workflows.

  3. This is a two system process: This is a two system process.

  4. Students: scanning yes, workflows, no.

  5. The Ariel Address Book ALEX_IMSERV…………165.230.141.72 ALEX…………………….165.230.139.31 ANNEX………………….165.230.32.167 CHANG………………….165.230.1.131 DANA……………………165.230.95.169 DGLSS…………………...165.230.207.173 ILS_ALEX………………. 165.230.139.63 KILMER………………….165.230.43.22 LSM………………………165.230.26.71 ROBESON………………..165.230.113.20

  6. Scanning: Scan the document into your archive. The file name should match the request number on the request printout. Important! If the request is determined to be a paid service the person scanning should append a “P” to the file name in Ariel. This indicates that it will be a Paid request. It is important to have this “P”there to make sure that it is processed as a paid request in Workflows.

  7. For the detailed work. Let’s go through two examples. • One free request • One paid request

  8. Workflows & Ariel process: Go into WorkFlows and bring up the request to be filled. Example 1: Free request. The service library is Alexander and the Patron’s home Campus is Newark.

  9. Modify Request: Reply Tab Go to the Reply tab. Change the status to RU-A-FILD. You will know it is a free request because there is no “P” at the end of the file name in Ariel. Fill in the Reply field with your Keyboard Express Macro. Reply Macro: Your article will be posted to the Web shortly. You will receive an email notice with instructions for retrieving it when it becomes is available. If you have any questions about this service, please read our Web Delivery FAQ at: http://www.libraries.rutgers.edu/rul/lib_servs/web_doc_del_faq.shtml

  10. Return to the Request tab.Click MODIFY when done. Take note of the Patron’s name. You will need to input this later. These steps are new and are important for web delivery in Ariel. Highlight the article title and hold Ctrl+C to copy the text.

  11. Final Steps Now, go back into Ariel and double click on the request you want to send.This will bring up the Archive Queue Entry box. Fill in the Patron’s name. Click on the Bibliographic button. Insert Patron’s Name, (including middle initial).

  12. Bibliographic This will bring up the Bibliographic Description box. Paste the article title into the Title field by holding Ctrl+V, then click OK.

  13. Save Changes You will be asked if you want to save current changes. Click Yes. You will now be back at the Ariel Archive Queue. Make sure the request that is highlighted is the one you were working on.

  14. Send to Posting Station From the Document pull-down window select Send. Send to the Patron’s home campus posting station (New Brunswick/ Piscataway=Alex Imaging Services, Newark=Dana, Camden=Robeson).

  15. DONE!

  16. Workflows & Ariel process : Go into WorkFlows and bring up the request to be filled. Example 2: Paid request. The service library is Camden and the Patron’s home Campus is Camden.

  17. Modify Request: Reply Tab Change the status to RU-A-PAID. You will know it is a paid request by the “P” at the end of the file name in Ariel. Fill in the note field if the request is over 30 scanned pages. Fill in the Reply field with your Keyboard Express Macro and Click Modify. If the Ariel record shows that the request is over 30 pages, as in this case, indicate how many pages in the notes field.

  18. Return to the Request tab.Click MODIFY when done. Take note of the Patron’s name. You will need to input this later. These steps are new and are important for web delivery in Ariel. Highlight the article title and hold Ctrl+C to copy the text.

  19. Final Steps Now, go back into Ariel and double click on the request you want to send.This will bring up the Archive Queue Entry box. Fill in the Patron’s name. Click on the Bibliographic button. Insert Patron’s Name, (including middle initial).

  20. Bibliographic This will bring up the Bibliographic Description box. Paste the article title into the Title field by holding Ctrl+V, then click OK.

  21. Save Changes You will be asked if you want to save current changes. Click Yes. You will now be back at the Ariel Archive Queue. Make sure the request that is highlighted is the one you were working on.

  22. DONE The article was scanned at it’s posting station so it is ready for web delivery.

  23. The Billing Process: • The report will include the account number and the note field if it has been filled. RU-A-PAID: • This will be sent to Imaging Services for processing. • We will handle contacting accounts that need to be supplemented.

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