West Campus Delivery Service

1. West Campus Delivery Service Module 1: Processing Requests Through SharePoint

2. West Campus Delivery ServiceRequest Processing To learn more, click through the slides; callouts and text in red will provide the instructions you will need to follow in order to complete a West Campus request.

3. Is the item a book? An article? A book chapter? • How the items are delivered to the patrons will depend upon the type of material: • Articles and book chapters are scanned and sent as attachments to emails using the kslcirc@yale.edu email • Books are mailed UPS through the SML shipping room But all requests get received and tracked through SharePoint!

4. An alert that a West Campus request has been made has been delivered to the kslcirc@yale.edu inbox…now what?First, open SharePoint, sign in, and go to the Science Libraries link. Then proceed as follows:

5. Under lists, open West Campus Requests click

6. Patron info Type of material Specific info about the request Reference # Status Requestor phone # This initial screen is the standard view Date of request

7. Select the Requestor name and click the down arrow to get the drop down menu

8. From the drop down menu select View Item

9. Print page using drop down menu from File Use this printout to search for item in stacks

10. Now that the item has been retrieved, it must be tracked. The following screens will take you through the steps needed to change the status of a request.

11. Select the drop down menu on the Actions tab

12. Select Data Sheet

13. This is where you will change the status of the item “View” will tell you what the status is of the requests on the page

14. Click on “New Request”, then arrow to get the drop down menu. Do not use the “Status” menu!

15. The three status types you will assign are, in order, • Received • Shipped or Not filled

16. Which status, and when? Received: • When a new item is first printed • No email is sent to patron • An internal designation, to indicate that work has begun to fill it • Printouts of requests will be kept in the West Campus Delivery file on the desk while work is being done to fill them Shipped: • Items are considered shipped when they have been placed in the blue box for delivery, or they have been scanned and sent • Patron receives an automatically generated email Not filled: • This status reserved for items that cannot be found/is unavailable within the University Library collection • The patron receives an automatically generated email In process items are “Received”. Completed requests are either “Shipped” or “Not filled”

17. Questions? Please ask!