VOYAGER REQUEST FORMS REVIEW
Login Blocks & Request Errors
Patron Record Blocks
Borrower can’t login because of patron record issues NET ID Login fails when UID is not in
Institution ID field Barcode Login fails when Institution ID field is
blank Barcode Login fails when last name in record
does not match what is typed
Patron Blocks
Patrons can’t place requests because of borrowing blocks Overdue recalls Fines exceeding limit Lost books
Request Errors
Request fails when patron selects a form that’s not applicable Call Slip request attempted on item type
that’s not eligible (DVD, reserve, ref book) Attempt to recall a book that’s not checked
out
Request Status Display in My Account
My Account Request Status
Recalled In transit for hold Copy level hold placed Title level hold placed Call slip processed (filled) Call slip processed (in
transit) Call slip placed Call slip not filled (missing) Call slip not filled (non
circulating) Call slip cancelled by staff Call slip cancelled by patron Call slip on hold for pick up
Types of Forms
Blank Form
Ask a Question or Recommend a Purchase Only form if not on bib record Available to all patrons We define the fields that display Sent as email to Rhees Ref for triage
System Form
Two in use currently Not Checked Out – Request It Checked Out or Overdue? - Recall It
Processed automatically – no staff intervention
Circ matrix defines which patron groups can use these forms
NOTE: Hold form not being used
Item Level Form
Used to request photocopies and course reserves
Item record must exist for form to work Used when we need requester to supply
additional information Emailed to designated staff for
processing
Bib Level Form
Three forms used Request Any Item - Staff Assisted
Catch-all that users are referred to if request form fails
Emailed to RRLCircReq for processing or triage Report Voyager Errors and Typos Request Text from Microform
Testing Results and New Discoveries
Volume, date & year in call slip request form
Current New Option
9999 remaining requests
Current New Option
Expand selection box & change list order
Current New Option
Customize error messages
Current New Option
Customize “Comments” label & limit input to 100 characters
Current New Option
Remove Pick Up location where not applicable
Current New Option
What We Can’t Do
Get pick up location to show instead of just number in request emailed to staff
Pull in more patron info into email that staff receive, e.g. email address
Taking Action and Implementing Change
Next Steps
Write instructions for “fixing” patron accounts Determine error message wording for login and
patron blocks Customize request error messages Test and research “My Account” request status
display Determine best name for each request form Review and revise general instructions and help
pop-ups Review each form’s instructions, fields, etc.
Next Steps
Determine if additional items types can be call slipped, e.g. DVD’s, journals
Determine if any forms can be consolidated by changing policies, e.g. photocopy form
Add volume, date and year to call slip request form
Eliminate “9999” requests remaining display Expand request selection box and determine
display order Limit comments box to 100 characters
Ideas from the Group
Photocopy form – make more obvious that they can get pdf delivered
Error message – red font & more white space around When does error message when call slip is cancelled go
away? (test) Report of expired unfilled holds Check which libraries allow renewals on holds (AF check) Why no locate form? Why no hold option? Volumes in drop down not in order How does copy work in call slip? What happens if they
request a missing copy? MMC prefers no call slip if going to pick up in MMC