Delivery processes
With Delivery processes enabled, a customer can choose to have a hold request delivered in an alternative manner rather than the standard delivery method of picking up and returning the item to their home branch. These delivery processes are offered by the branch in addition to the standard delivery process offered at the time of checkout.
The delivery processes set for each branch only apply to their specific customers. The delivery process is set for each branch within the Wise manager. It is up to the branch to decide if a customer can use the delivery processes available. A standard delivery method can be defined in the Customer Administration for each customer. Each item checked out, using a delivery process, will need to be handled individually. This includes all forms as well. See Configure delivery processes for more information.
Add delivery processes
The delivery process must be set for each branch. Once the delivery processes are set, the customer will be able to choose a delivery option based on what is made available to them.
To add a delivery process:
- Navigate to OCLC Wise > Holds and ILL > Delivery processes.
- Select the appropriate organization and click Open.
- Click New.
- Populate the Delivery process fields.
- Click Save.
Delivery processes fields
| Field | Description | ||||||||||
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| Organization | The organization code associated with the Delivery process. Automatically populated by the system. | ||||||||||
| Delivery process |
The code associated with the delivery process. The code must contain at least one character and at most, four characters. The code should begin with a letter, followed by three numbers. Ex: T100 |
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| Description | A short description of the delivery process that the customer will see. | ||||||||||
| Explanation 1 | A short description of how the item will be delivered to the customer. | ||||||||||
| Explanation 2 | A short description of how the item should be returned to the library by the customer. | ||||||||||
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Delivery type |
The types of delivery processes that are available to the customer. There are four options available in the drop-down menu:
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| Management branch | The branch that is managing the delivery process. | ||||||||||
| Costs | The additional cost associated with the delivery process chosen. If there is not an additional cost associated with the delivery process then leave it as 0.00. | ||||||||||
| Booking code |
The booking code associated with the delivery process. |
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| Journal entry for costs of hold |
Determines whether or not the cost configured for the delivery process is applied. Check the box if you want to associate the cost with the delivery process. Leave blank if you do not want to associate the cost with the delivery method. |
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| Extra lending days | Additional days can be added to the regular loan period for the time between the checkout and check-in. This setting does not affect renewal. | ||||||||||
| Fine-free days | The number of days set to ensure that a customer does not receive a fine between the drop-off and check-in. | ||||||||||
| Closed |
Check the box to temporarily hide this delivery process from the public. |
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| Send pick-up notification |
Check the box if you want a notification sent to the customer at the time of checkout. Leave blank if you do not want a notification sent to the customer at the time of checkout. |
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| Pick-up notification type |
The types of notifications that can be made available to the customer at the time of checkout. Codes available:
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| Print customer letter |
Check the box if you want to allow the customer to print a receipt. Leave blank if you do not want the customer to print a receipt. |
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| For public | Check the box if you want to offer the delivery method to the customer. Leave blank if you do not want to offer the delivery method to the customer. |