[Evergreen-acq] Claiming

[Mary Llewellyn]

Hi Jennifer,

Thank you so much! That helps a lot. I couldn't find any guidance about
what to put into each setting. This finally gets me past that obstacle.

Mary


On Wed, Jul 31, 2019 at 7:14 PM Jennifer Pringle <
jennifer.pringle at bc.libraries.coop> wrote:

> Hi Mary,
>
> I recommend setting up your Claim Types first (Damaged, Past Due,
> Duplicate, etc.)  Claim types are used when making a claim but don't
> link directly to the other claim pieces.  We've set these at the
> consortium level.
>
> For the other pieces you need to do them in this order.
>
> 1. Set up your Claim Event Types
> These are what you want to happen when a claim is done (ie. Phone the
> provider, email the provider, fax the provider, Reorder from provider,
> file claim on provider's website)
>
> 2. Set up your Claim Policies
> These are the names you want to use for your different policies. The
> names can really be anything you want them to be. You may want to use
> something generic like 60 day claim, 90 day claim, book claim, dvd
> claim, etc.
>
> 3. Set up your Claim Policy Actions
> This is where you link the pieces together.  When you click on New
> Claim Policy Action you'll be prompted to enter a Claim Policy ID
> (Claim Policies), the interval at which claiming should be done (ie.
> 60 days, 90 days, etc.) and then select the action (Claim Event Types)
> that should take place when claiming.
>
>
> Hope this helps,
>
> Jennifer
>
>
>
> Quoting Mary Llewellyn <mllewell at biblio.org>:
>
> > Hi all,
> >
> > I have studied this page and I cannot figure out how to chain these
> things
> > together and how it would work.
> >
> http://docs.evergreen-ils.org/reorg/3.2/staff_client_admin/_claiming.html
> >
> > Has anyone set up claiming and would be willing to share with me how
> their
> > pieces look and fit together?
> >
> > Thanks,
> >
> > Mary
> >
> >
> > --
> > Mary Llewellyn
> > Database Manager
> > Bibliomation, Inc.
> > 24 Wooster Ave.
> > Waterbury, CT 06708
> > mllewell at biblio.org
>
>
> --
> Jennifer Pringle
> Co-op Support
> BC Libraries Cooperative
> Tel: 1-888-848-9250
> Email:jennifer.pringle at bc.libraries.coop
> Website: http://bc.libraries.coop
>
> Gratefully acknowledging that I live and work in the unceded
> Traditional Territory of the St'at'yemc Nations.
>
> _______________________________________________
> Evergreen-acq mailing list
> Evergreen-acq at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>


-- 
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllewell at biblio.org
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