[Evergreen-acq] Claiming

[Jennifer Pringle]

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.