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1. 19 Procedures for Institutional Overdues Billed for Replacement BFR 21 Proxy errors when req esting MR 22 Wale te check n 22 Virtual patron TC OPS esu tere M OR piri erumpunt amice au DH px Ue n I AREE EEE 24 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Automatically Cancelling Expired INN Reach Holds BONUS implemented automatic cancellation of expired INN Reach holds the not needed after date feature in July 2012 The system automatically cancels INN Reach holds if the holds are not processed by the owning site before the not needed after date if specified by the patron during requesting The patron site automatically cancels its patrons INN Reach holds during the night after they become expired that is the night after the specified not needed after date A hold can be cancelled only if the virtual item record has a status of REQUESTED amp or RE REQUESTED These status values indicate th
2. RECEIVED Item received from borrowing library RETURNED Item returned to owning site through Return Unwanted Item In Transit message is added to the virtual item record REQUESTED Item requested for client REREQUESTED Requested item not available locally request cancelled and sent back to BONUS PAGED Requested item on paging list that has been printed CANCELLED Requested item has been cancelled RENEW PENDING Client has requested renew BONUS checking for holds at owning library RENEW DENIED Renewal denied because of local hold on item at owning library BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University BONUS Web OPAC messages for clients requesting BONUS items Web OPAC message Meaning Sorry no copies available for requests All copies of this title have the status LOCAL USE ONLY You cannot use BONUS to request items that are available at your institution This item is available for loan at your local library and cannot be requested from BONUS
3. Ballarat University B444xxxxxxx B444xxxxxxA 0400 0002 100 Wollongong University 3XXXXXXXXXXXXX XXXX XXXXXXXX X University of Newcastle EXXX XXX XXX La Trobe 3 xxx xxx xxx 0 3 XXX XXX XXX X 3 XXX XXXXXXX X Deakin University 3 xxx xxx xxx 0 3 XXXX XXXX XXXX X Griffith University AXXXXXXXXB Queensland University of Technology AXXXXXXXXB Murdoch University 35206003618743 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University return not finalised broken checkout links BONUS items may be checked in at the owning library home site but not removed from a patron s record virtual patron data may still be attached Occasionally the central and local servers are not synchronised and this causes the following to occur e is returned to the home institution and checked in e The BONUS system message that should be sent to the borrowing institution is not generated e The virtual item will not be removed from the patron record There is a workaround process to clear th
4. Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University BONUS Plus Staff FAQ CIRCULATION Contents Automatically Cancelling Expired INN Reach Holds seen Automatically Forwarding INN Reach Requests Automatic Hold SClOCUON M BONUS Central Server Holds OptODS ipti Ee Rao ERES SU Rente RES AERE a eaepennns BONUS Virtual item record circulation status codes see BONUS Web OPAC messages for clients requesting BONUS items Circulation Loan Reports Procedures Claims Procedures E 13 ININ Reach paging slip paper size 4 2 15 INN R each Paging 15 BONUS Plus INN Reach and Self check 16 Item return not finalised broken checkout links 00 0 eeeceeeeeeecesececeeeeeeeeeeesnaeeeeneeeesaeeeenas 19 Long 1 5
5. Invalid PIN PIN number entered does not match the PIN in your library card You do not have a PIN in your record Your library card record does not contain a PIN number Please contact a library staff member Sorry your ID does not match your name The name that you entered does not match of the name in your library record Sorry your ID is valid Using the ID you entered BONUS was unable to locate your library card record Request cannot be processed Data in your record at your institution incomplete One of the data elements entered is not in your library card Please contact a library staff member Sorry request cannot be processed Cannot access your patron record BONUS cannot check your library card details from your local catalogue Sorry request refused Problem with your record at your institution Your library card is blocked at your local library Please contact library staff Sorry you are not allowed to request this item over BONUS You are not eligible for requesting through BONUS or there is a problem with the set up Sorry you are not able to request items You are not eligible for requesting through BONUS Sorry you have requested more items than allowed You have reached the maximum number of BONUS requests Undergraduate students 5 Postgraduate students and staff 10 Sorry circulation policy does not allow your request You req
6. Dec 2014 Jan 2015 23 BONUS Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Virtual patron records A virtual patron record is created by the BONUS INN Reach system software when a patron places a BONUS request and the virtual patron record is embedded in the item record of the title from the library that the system selects for loan If more BONUS requests are made and processed between this patron and other items from the same owning library they are all associated with the existing virtual patron record instead of creating new ones Continuous activities on the virtual patron record will keep it in the system It won t be cleared until all BONUS items are checked back in at the owning library from this patron and there are more outstanding BONUS transactions for this patron Different virtual patron records will be created for the same real patron requesting items from different libraries BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 24
7. Technology Sydney University of Wollongong Victoria University Select the branch location for which you want to view overdues There are two options to Sort by The Item Location and Call Number report sorts by shelving location and subsorts by call number within a location The Patron Home Library and Name report sorts by patron site and then subsorts by patron name Select Prepare button on top toolbar to generate report Sort reports while viewing by changing the Sort by parameter or select a column header e g Due Date To view more detail right mouse click on an entry and select View Detail Print reports using Print button on top tool bar Action 1 Use printed list to search the owning library s i e your library shelves for items that have been returned and reshelved but not checked in Check in items found on shelves and re run the report Print to email for forwarding report to libraries with outstanding items Send the re run report to other libraries for their action and follow up 2 PAGED TOO LONG items Run Weekly Lists a library s items that have been requested and paged for loan but that have not changed status in more than two days The items have been requested but they are still waiting to be processed at the owning library Set Minimum days to 2 Sort by Item location Choose Prepare to display the Paged Too Long report Home Library refers to the patron location Right mouse cli
8. Wollongong Victoria University Automatic Hold Selection The BONUS Central Server system manages holds options for the entire system The system is set to place holds on an item following a request if there are no available items for loan The Central Server system holds options see below prevent the system from placing holds on items that are not likely to be returned soon BONUS patrons are able to place holds when all the requestable copies of an item checked out Holds cannot be placed for items with status other than Due Date or HOLD e g MISSING BILLED LIB USE ONLY etc In the case of items that already have holds the BONUS Circulation hold will be added to the end of the existing hold queue BONUS Circulation holds operate in exactly the same manner as holds placed for items at the local site the hold is filled in the order in which it is received For multi volume works that have volume information in the item record volume field attached to the bibliographic record the patron specifies the desired volume and copy after the BONUS System verifies the patron The BONUS Central Catalogue performs the following steps to determine which item to hold 1 Finds all available items that could satisfy the request BONUS does not allow local patrons to request items that are available for loan in the local catalogue 2 Evaluates whether any of these items are ineligible to receive the hold according to the setting
9. a request is automatically forwarded the system cancels the item holds at the local site and submits the requests to the BONUS Central Server for re request No other available item If the BONUS Central Server cannot identify a matching item at another site it sends a cancellation message to the patron site At the patron site the system e Removes the INN Reach hold from the patron s hold queue BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 2 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University e Removes the virtual item record either immediately if the patron site has NOT enabled the printing of hold cancellation notices or when the patron site prints hold cancellation notices e Optional Queues a hold cancellation notice for the request e Optional Automatically forwards the cancelled request data to your ILL department if your site has acquired the Pass2ILL for INN Reach product Hold cancellations made using auto forwarding are associated with Cancellation Reason 7 free text reason in the INN Reach Patron Cancellations report However if an item cancelled with re request is then successfully tra
10. varied locally and depend on distances between libraries recommended number of days for each report to generate is marked in bold italics These times can be varied locally View Reports from local Millennium Sierra Circulation client software Authorisation for function 340 INN Reach Reports is required 1 In Sierra choose INN Reach Reports from the Function list 2 Select individual reports from the Report Type drop down menu 3 When finished with one report Close and select another Report Types 1 Institutional Overdues Report Generates reports of the library s overdue items currently on loan to other BONUS Plus libraries Run Monthly e Select Institutional Overdues from the Report Type drop down list Location Des Moines Beport Type Institutional Over dues 7 Select Location B Mirirmum days 1 Maximam 9999 Sort by Patron Home Library amp Name Select Settings Number of days an item must be overdue to be included the report Minimum days 10 Maximum number of days overdue 9999 reports all overdue items BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 8 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of
11. 010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 19 BONUS Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University sorted by OUT DATE Once items are identified BONUS Site Co ordinators can check the borrowing patron record or the local Circulation Overrides file to identify if staff have overridden to extend loans Katie Wilson BONUS Project Co ordinator Rose Counsel BONUS Site Co ordinator University of Ballarat August 26 2011 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 20 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Procedures for Institutional Overdues Billed for Replacement BFR 1 A BONUS item will reach BFR status when it is 14 days overdue 2 The borrower is responsible for fines for overdue material The borrower s institution Requesting Library is responsible for unreturned item
12. Long after shelf LIBRARY PAYS borrowing Returned but check at FOR library then not checked lending REPLACEMENT lost at in within 10 library and borrowing days at CLIENT IS NOT library or in borrowing AT FAULT transit by library Australia Post 4 Item was ON LOAN Institutional Not found BORROWING never returned Overdues after shelf LIBRARY PAYS to borrowing Report min 5 check at FOR library days lending REPLACEMENT overdue library and at borrowing library Beth Marnane BONUS Site Co ordinator University of Technology Sydney Revised June 2009 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University INN Reach paging slip paper size A4 The default page size for BONUS paging slips does not match Australian A4 paper size A new library joining BONUS will need to ask Innovative Interfaces to change the page size to A4 as follows 1 Open a call with Innovative Interfaces helpdesk helodesk iii com and ensure that INN Reach site code NSWIR as well as the local site code are in the call subject line also cc Greta Descantes gretad iii com 2 T
13. System LMS to accept the item ID barcode number e Tocreate Filters on the SelfCheck a system administrator will need to log onto the 3M System Manager QLS Self check units According to UTS Library BONUS items can be checked out via QLS self check units due to changes in configuration Please contact your local QLS supplier for details TAGALERT self check units It is possible that barcode symbologies in TagAlert systems may not be reconfigured Contact your TagAlert supplier for confirmation The barcode formats for each library are provided below BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 17 BONUS Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University BONUS Libraries Barcode formats Edith Cowan University aa5516236B University of Melbourne C0000002361 to 0001149920 30001000000010 31290005187158 most of our items begin 31290 31399002857323 31400000000054 31649000001229 University of Technology Sydney 3 2007 00452849 0 39339021619561 P9010210769630000 Victoria University 30001010082503 Massey University 1002451871 1061315593
14. amage incurred The Requesting library is responsible for replacing the item or for paying the supplying library the full estimated cost of any such loss or damage including where requested any administrative costs involved This complies with IFLA Guidelines on resource sharing Section 7 http www ifla org files docdel documents international lending en pdf Thus if an item was lost when the Requesting Library was mailing it back to the Supplying Library the Supplying Library should issue an invoice as in item 4 6 Sunset clause on claims If an invoice is not issued within 12 months of the due date of the BFR item the item should be written off by the Supplying Library with no liability on the part of the Requesting Library 7 Replacement copies generally will not be accepted for lost BONUS items However individual library internal policies re replacement copies are different thus when a BONUS item that has been paid for is found or returned by the patron we must send the book back to the owning library to decide what to do with it 8 Addresses for invoices are available on the BONUS AIUG website at http www aiug org bonus bonus contacts2 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 21 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University
15. ample from the Returned Too Long report you can delete a virtual item with a status of RETURNED on both the Local and Central Servers Inthe Returned Too Long report table select the item s to delete from the patron record Choose the Remove button or right click the item and select Remove Item Choose Yes to delete the item No to return to the report without deleting the virtual item from the patron s record If you attempt to delete an item with BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 11 BONUS Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University status or 1 at the BONUS Central Server the system displays a Warning that the item cannot be removed For more information on INN Reach Circulation Reports see the Millennium User Manual pages 107250 to 107255 and 101023 Printing the INN Reach holdshelf report and 101024 Return unwanted INN Reach items and the Sierra User Manual BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey Unive
16. at the owning site has not yet processed and sent the item to the patron site The system does not cancel an INN Reach hold once the owning site has processed the request For example if the item is waiting on the INN Reach holdshelf at the patron site for pickup by the patron the system does not modify the hold if the not needed after date passes The patron site must Return the item unwanted When the system automatically cancels the expired INN Reach hold it performs the same actions it does when staff at the patron site cancel the request In addition it queues a hold cancellation notice for later printing To ensure that a hold cancellation notice is generated local libraries must specify the cancellation text the system includes in the cancellation notices and set the Hold Cancel Notice Not wanted after date past Text circulation option The cancellations are counted in the central server Cancellation Statistics report For more information see Millennium User Manual Page Page 107958 and 101968 Katie Wilson BONUS Project Co ordinator December 2012 August 2013 Automatically Forwarding INN Reach Requests BONUS implemented the auto forwarding of requests in July 2012 The BONUS system software automatically forwards a request when the requested item has been paged at a local site for more than 144 hours 6 days The system automatically forwards requests during the night after they become eligible for forwarding When
17. ck on Call column header to toggle to Barcode display Copy or print report Report Type Paged too long Minimum days Sort by ACTION Owning library to fill requests or transfer request to another library or cancel if no copies available 3 RECEIVED TOO LONG items Run Weekly BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 9 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Lists all Circulation items that a library has received from other libraries but that have not been picked up by the patrons who requested them within eleven days Set Minimum days to 11 Sort by Received date Prepare report Report Type Minimum days Sort by ACTION Go to Millennium Circulation Holdshelf and Print INN Reach holdshelf reports Identify items to be returned and remove from physical holdshelf GotolNN Reach Return Unwanted Item mode To prepare items to return to owning libraries scan barcodes of items to be returned Print a cancellation notice and or a transit slip when prompted and select OK Atransit slip prints immediately If you choose to print a cancellat
18. e If the problem barcode types not listed add the new barcode types to the symbologies or types list Note you can only have seven types so if you already have seven you may need to remove unused ones Below is a screen shot of the Murdoch University 3M system 3M V Series 7420 barcode symbologies setup BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Barcode Symbologies Menu 8 Secondary Length 8 2 CodabarNoStartStop 0 N A B 2 Code39 0 2 Plessey 0 2 TelepenNumeric 0 2 code128 0 A Straight2of5 0 2 interleaved2ofs 10 0 2 12 0 I4 4 Page 1011 b t Settings import Settings Logout Shutdown Restart Information from Mark Pace 3M e The customers will need to setup a number of filters using the ID Settings tab the 3M Selfcheck to handle the different barcodes The 3M SelfCheck User s Guide Page 61 to 64 and Page 67 to 72 covers the process required to create filters e The first step is to identify what needs to be changed on the barcode to allow the Library Management
19. ext of message When printing BONUS INN Reach NSWIR paging slips via a laser printer A4 size paper after 4 5 pages the information starts to slip Can you please amend the printer settings to Australian A4 paper size This was amended during the initial setup phase of BONUS Please refer to NSWD 1 c85331 1 Paging slip length 3 This issue may recur On completion of a software upgrade at Newcastle the paging slip problem reappeared and a new call was opened c1128642 unewc BONUS page slip length A4 INN Reach Paging slip retrieval To retrieve lost INN Reach paging slips when your printer has failed printout not successful or PC frozen the following steps may assist 1 Create a review file of ITEM records Strategy m Message has IR00 dd mm yy date of request Date of request depends on time of day that paging slips are printed If these are printed early morning the date will be the previous day s date Review file strategy i ITEM MESSAGE has IROO 16 04 10 Item record display message field BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 15 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollong
20. ion notice to be delivered to the patron print or send it from Notices mode Return the items to the lending library 4 REQUESTED TOO LONG items Run Weekly Lists all the Circulation items that your patrons have requested from other libraries but whose status amp REQUESTED has not changed within three days Sort is by Patron Home library subsorted by patron or Date Requested Choose Prepare to display the Requested Too Long report Print to email to forward to lending library if required Report Type Minimum days Sort by ACTION Email reports to lending libraries item location to find out if the requests have been processed 5 IN TRANSIT TOO LONG items Run Weekly This report lists all the items that have been sent to a library by another library with a status of In Transit but that have not been received within seven days BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 10 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Select In transit too long from the Report Type drop down list In the Minimum days box enter 7 Sort by Item Location Prepare rep
21. is record 1 Owning library to amend the item status OFF SITE BONUS OFF SITE 2 Owning library to save and check in item This process will now send the system generated messages to BONUS server amp borrowing library server 3 Item will have status in BONUS catalogue as Available 4 Virtual item will be removed from patron record Long loans overrides Loans that are extended by staff changing the due date manually are not detected in the Institutional Overdues circulation report and are not able to be followed up by owning libraries following the specified Institutional overdue procedures Such items are on loan to patrons at other sites for longer than the allowed 21 days 1 renewal Instances of staff extending their own loans manually have been reported at some libraries Although the software allows this it should not be encouraged All BONUS Plus libraries have agreed to a 21 day loan 32 day institutional loan between libraries and only one renewal Long loans disadvantage the owning library and are not consistent with the resource sharing spirit of BONUS Plus There may also be instances where long loans are caused by renewals not being recorded correctly in the virtual item record Below are details of a Review File to find items that are currently OFF SITE and were checked out more than 6 weeks ago ITEM STATUS equal to ITEM OUT DATE less than 23 06 2011 BONUS staff FAQ September 2
22. niversity Maximum Number of Days Overdue Specifies the maximum number of days that an item can be overdue and still be eligible to receive a hold BONUS set to 10 Ratio of Local Title Level Holds and Attached Items Specifies the maximum ratio of title level holds to attached items that a local bibliographic record can have and still be available for BONUS requests The BONUS Catalogue automatically determines whether this ratio has been exceeded If the ratio has been exceeded the BONUS Catalogue blocks BONUS requests from being placed on any of the items attached to the bibliographic record Unlike the other BONUS Central Server Holds Options a different ratio can be established for each Local Server in the BONUS System Not currently set in BONUS Adapted from Innovative Interfaces Guide and Reference R2009B Page 107954 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 5 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University BONUS Virtual item record circulation status codes Code in Millennium Sierra record Display name Meaning OFF SITE Checked out to BONUS library remote site
23. nsferred to another library item it is then not counted in the statistics as a cancellation but as a transfer This is an automatic process that needs to be manually turned off by Innovative Interfaces staff For the BONUS Christmas new year period when libraries are closed BONUS Co ordinators will need to review library closure times at each November meeting and determine the time period during which the process will be turned off The BONUS Project Co ordinator will then notify Innovative Interfaces of the date to turn the process off and when to resume Innovative staff need to be notified two weeks in advance Automatic Forwarding Feature v Paged Too Long Report When forwarding requests the Automatic Forwarding of requests uses the exact hours specified at setup However the Paged Too Long report displays hours rounded up to days As a result items that are not yet paged longer than the number of hours set in the Automatic Forwarding of requests may appear on the Paged Too Long report For more detail see Millennium User Manual Page 107128 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 3 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of
24. of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Proxy errors when requesting Proxy errors occurring during INN Reach requesting can occur because of two problems 1 The requester has some problem with their authentication connection could be the patron s record the library s authentication system a change in the library s firewall etc with BONUS 2 The requested title is a BONUS with a bad link a broken record Proxy Error The proxy server received an invalid response from an upstream server The proxy server could not handle the request POST search S0 Reason Error reading from remote server If you experience a proxy error such as above test the patron record try re requesting the title as the error may be on one copy If other copies are available a re request may be successful If still unsuccessful log a call with Innovative Interfaces helpdesk helodesk iii com and provide e title details the search and the patron information e Include INNReach and site code NSWIR in the subject line along with local site code Katie Wilson BONUS Project Co ordinator January 24 2014 Unable to check in item Occasionally BONUS Plus items are unable to be checked in for a variety of reasons that may include no available barcode or no virtual item information on patron record This causes problems later if the owning libra
25. ong Victoria University BONUS Plus INN Reach and Self check units Some libraries have problems with self check units not reading barcodes from other BONUS member libraries This has improved for some with Millennium Release 2009B which better incorporates the SIP2 standard Ensure that the barcode reader has details of the different circulation status codes used with BONUS Suggested solutions for types of self check units are provided below If you are having problems at your library with reading BONUS barcodes check with other libraries using the same Self check unit as your library for suggestions 3M Self check units Information provided by Murdoch University e f 3M Selfcheck machines are not reading BONUS barcodes it may be because the barcode types or symbologies are not included in the default list in your Selfcheck machines e Find out what barcode symbology the problem barcode belongs to See table below Balrt Deak ECU LTU Mass Murd QUT Melb Newc UTS UoW VU Barcode 39 39 39 Codabar Inter 39 39 Codabar 39 39 39 Coda start C leave bar stop B 2of5 no start stop Self 3M 3M 3MV 3M 3M 3M 3M 3M 3M QLS TagAlert 3M check series QLS TagAlert e Inthe system administration check the Barcode Symbologies or Types setup The location of this will depend on the model you have so check the 3M User Manual for details
26. ort Print to email for forwarding to lending libraries ACTION Check with lending libraries to verify that items have been sent 6 RETURNED TOO LONG items Run Weekly Lists items checked in at the borrowing library with the status RETURNED but that have not been checked back in by their owning library within ten days The system assigns a virtual item the status when the borrowing library checks in the item and sends it to the owning library Report Type Minimum days Sort by ACTION Borrowing library to contact lending libraries and ask to verify status of items Lending library to check online catalogue to see if items have been returned If items not checked in lending library also checks shelves to make sure item wasn t shelved without being checked in l fitem has been checked in at lending library borrowing library should remove invalid virtual item from Returned Too Long report using menu option Remove invalid virtual items Remove invalid virtual items You can use the Returned Too Long report to delete invalid virtual items from the associated patron s record A virtual item is considered invalid if its status on the Local Server is RETURNED and its status on the INN Reach Central Server is not OFF SITE or 1 LOAN REQUESTED If the item status is the owning site has not yet checked in the item If the item status is 1 the item is currently being requested For ex
27. pdated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 13 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University 10 Add a note to the ITEM record eg BONUS Claims Returned on date DD MM YY for patron XXXXXXX from XX INSTITUTION 11 Keep paperwork of the Patron and the Book title 12 The lending library should send an invoice to the borrowing library for the replacement costs no later than 12 months after the due date See other procedures Individual libraries may choose to pass on this cost to their patrons or not Table 1 Claims Returned possible scenarios Scenario Status Identified Action Responsibility Report 1 Item not ON LOAN Institutional Checked in checked in at Overdues at lending borrowing Report min 5 library after library then days 2 3 days checked in at overdue and ON lending library LOAN status cleared 2 Item checked BONUS Returned Too Found after in at borrowing RETURNED Long shelf check library but not Returned but at lending checked in at not checked library lending library in within 10 days 3 Item was BONUS Returned Too Not found BORROWING checked in at RETURNED
28. rsity Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Claims Returned Procedures Background Claims Returned option does not work exactly the same in BONUS as in local system borrowing How Claims Returned works in BONUS If a BONUS item is checked out at the borrowing library and then made claims returned CI Ret then the 3 normal CL Ret options do not display and it is immediately checked in off the patron record e The BONUS catalogue shows the item is unavailable e The lending library shows that the item status is Claims Returned e Virtual item record shows the CR note ie Tues 03 June 2008 Claims returned by p000000 utsy e The borrowing library has no record of this item in Millennium e AClaims Returned count is added to the patron record This may or may not be of concern depending on how individual sites use this information The BONUS agreed procedure is to check both libraries collections first If it is not found make the item claims returned and remove it from the patron record and add a note to both the patron and the item record More details are given below Four different scenarios are shown in Table 1 including the reports which may assist with identifying where the problem may have occurred in the BONUS process A Procedure
29. ry wants to delete the item because it shows as checked out although no patron data is visible however if the library tries to check it in it shows as not checked out This rarely happens but may be caused by temporary delays or backups on the BONUS central server Lack of available barcode may be caused by lending libraries not checking out an item remotely i e Institutional Checkout selecting the INN Reach button then Checkout to remote site mode in Circulation BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 22 BONUS Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University If unable to checkin an item libraries are required to e Log a call with Innovative Interfaces helpdesk helpdesk iii com e Include INNReach and site code NSWIR in the subject line along with local site code e Usually the item is freed overnight Monica Condon BONUS System Administrator Katie Wilson BONUS Project Co ordinator 3 March 2008 24 September 2010 19 November 2010 June 2012 September 2013 December 2014 January 2015 BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014
30. s following local procedures 3 Each member Library should run their Institutional Overdue reports as recommended in the BONUS Plus Circulation Loan Reports Procedures and notify the Requesting Library of any BFRs via the contact emails provided As a minimum the Supplying Library should check in June and October for BFR items and notify the Requesting Library This enables the Requesting Library to contact the borrower before the end of the semester year when some may be finishing their course and leaving the institution The Requesting Library may choose to take further sanctions such as placing a block on the borrower s Home record until the item is returned but this is optional 4 Within 6 months of the BFR being issued to the borrower the Supplying Library should invoice the borrower s Requesting Library for the standard amount per item of AU 100 item cost 25 processing costs includes GST as agreed at BONUS Co ordinators meeting November 2010 For QUT this is AU 125 replacement cost no processing fee and for Massey NZ 160 excl GST This amount needs to be specified in the BONUS loan rules On payment of invoice change the item status to Lost and Paid Each BONUS member library is to follow its local procedures to obtain the billed costs from their own library clients 5 From the moment a library dispatches an item to a Requesting library until it returns the Requesting library is responsible for any loss or d
31. s for borrowing library Patron informs the borrowing library that the item should be CLAIMS RETURNED 1 Check institutional overdues and Returned Too Long Reports regularly as per Table 1 Look for status of on loan or Bonus returned 2 Confirm that patron has returned the item 3 Check own collection in case not recognised as BONUS book and also contact lending library and ask them to check if item has already been returned and not checked in 4 Ask the lending library for the item details 5 If the item is not found by either library then take the book off the patron record and process the item as Claims Returned and notify the lending library that you have done so You may need to waive fines or penalty points off the patron record if you consider the client was not at fault However the Claims Returned count will be added to their record 6 Add a note to the patron record eg BONUS Claims Returned on date D MM YY for TITLE patron XXXXXXX from INSTITUTION Procedures for lending library Check Institutional Overdues and Returned Too Long Reports regularly as per Table 1 Look for status of on loan or Bonus returned Check your own shelves and contact the borrowing library to check their shelves and ask them for the patron details If item not found the other library will make it Claims returned and remove it from the patron record ON BONUS staff FAQ September 2010 Last u
32. s of the BONUS Central Server Holds Options see below BONUS discards any ineligible items 3 Consults the Request Balancing Table to determine if any of the remaining item s should be given priority If possible the BONUS Catalogue selects an item according to the criteria specified in this table 4 lf no items have priority based on the Request Balancing Table the BONUS catalogue randomly chooses one of the remaining items BONUS Central Server Holds Options Central Server Holds Options are used to prevent the BONUS Catalogue from placing holds on items that are not likely to be returned soon Maximum Number of Holds Specifies the maximum number of holds that an item can have and still be eligible to receive a hold BONUS set 1 Maximum Number of Days Until Due Specifies the maximum number of days from today that an item can be due and still be eligible to receive a hold BONUS set to 14 If there is only one available copy in BONUS and it is on loan an error message will show No copies available for request BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria U
33. uested a copy with a status other than AVAILABLE Sorry this title is not available A coding error means this title is not able to be requested Not renewable item has holds Item cannot be renewed because of local holds at owning library System is checking the availability of the item for renewal Please check back later to find out if your renewal was allowed There is a delay in BONUS checking for local holds on the item at owning library BONUS staff FAQ September 2010 Last updated 4 May 2013 September 6 2013 June 2014 Dec 2014 Jan 2015 Deakin University Edith Cowan University Federation University Griffith University Massey University Murdoch University Queensland University of Technology University of Melbourne University of Newcastle University of Sydney University of Technology Sydney University of Wollongong Victoria University Circulation Loan Reports Procedures BONUS Plus member libraries need to regularly run Circulation loan reports from local Millennium Sierra Circulation to manage BONUS loans Procedures for accessing reports and recommended actions are shown in the following pages There are six different reports o Institutional Overdues Paged Too Long Received Too Long Requested Too Long In transit Too Long Returned Too Long recommended times for running the reports in bold italics next to each report These times can be

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