Tips for Using Aeon - Houghton Library - iSites by lanyuehua


									                      Harvard College Library Aeon Implementation
                              Tips for Using Aeon - Houghton Library

Don't forget to logout of Aeon when you are finished using it, especially when you are on a shared
computer like the Reading Room computers.

    Never enter in patron ID numbers - the Privileges Office Staff will enter the last four digits of the
      IDs checked for non-Harvard patrons.
    User records imported from the old Houghton patron database will have a one to five digit id as
      their username. In the ID Type field for these patrons, you will see the word imported.
    The barcode on patron's HUIDs and Special Collections Cards expresses their Aeon username
      and can be scanned to pull up their records in Aeon. Remember to take the last digit off the
      HUID after you scan it in (this is a counting digit not recognized by the PIN server when the
      patron creates an account).
    Patrons with Special Borrower Cards will not be able to go through the Harvard PIN server to
      create and access their accounts. In addition, you will only be able to scan the barcodes on their
      HUIDs to pull up their Aeon records if they used their HUID as their username when they
      created their account.
    If you clear a non-Harvard patron after the Privileges Office is closed on a weekday or on a
      weekend, don't forget to add a note to their user record in Aeon.
    If you merge a new user record with a user record imported from the Houghton patron
      database, do NOT send an email to the patron. When you merge the records, all transactions
      will be transferred to the new account in the client only; they will not be visible to patrons
      through the Web interface.

    When creating an event for a course, name it with the last name of the professor or instructor,
       the department name, and the course number, for example: Hays – History of Art and Arch
       208g, Gates – English 276x, Blair – History 81a.
    For all events, fill in the staff contact field with the name of the staff member who serves as the
       primary contact for the event.
    The username for event requests should be the departmental pseudo-user for the department
       responsible for organizing the event.


        Requests always originate in a user account either on the Web or in the client. You must always
         choose a user first, then create a request.
        Non-event requests for staff circulation should be assigned to departmental pseudo-user
         accounts. In addition, an individual staff member as proxy should be added to the requests
         when that staff member will be responsible for the materials until they are returned to the

Tips for Using Aeon - Houghton Library                                                  Updated: 2013-06-06
        You will only see transactions with the site codes HOU, THE, and POE. The site code in Aeon is
         the equivalent of the sublibrary in HOLLIS. When you create a transaction, the site code will
         default to HOU. To change the site, click on the route button, select the top option in the
         dropdown menu, and select the appropriate site. Note: You can use this option to route
         transactions to other libraries using Aeon.
        The location field in the transaction record is for the collection code in HOLLIS. Examples of
         what goes in this field are: HD, Hyde, b, f, Blue. The library name does NOT go in this field. That
         information is in the Site field.
        All the requests from the old Houghton patron database have been imported into Aeon. You
         will not see them in the Aeon Home page, but you can access them by searching requests. They
         have a special status of Imported from Legacy System.
        In the search requests box on the Aeon Home ribbon, you can choose to limit your search to
         only active requests by selecting active requests from the dropdown menu options on the
         Search Requests button. This option will stay checked until you uncheck it.
        Don't forget to fill in the Container Count field for patron requests when the count is greater
         than one.
        If you are circulating uncataloged or unprocessed materials to patrons, put a note in the
         transaction record that says "Uncat."


        To turn off the new user and request pop-up alerts, click on the circular icon in the top left-hand
         corner of the client. Select Options and uncheck the Show new request alert and Show new
         user alert boxes.

Remember, when in doubt, look for the Aeon action that best describes the action that you would
normally take.

Tips for Using Aeon - Houghton Library                                                    Updated: 2013-06-06

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