3.7. Claiming

Last Updated 01/13/2023

Claim Policies

Currently, all claiming is manual, but the admin module enables you to build claim policies and specify the action(s) that users should take to claim items.

Create a claim policy

The claim policy link enables you to name the claim policy and specify the organization that owns it.

To create a claim policy, click on Claim Policies on the Acquisitions Administration splash page.
Click New Claim Policy at the top of the page.
Create a claim policy name. No limits exist on the number of characters that can be entered in this field.
Enter a description. No limits exist on the number of characters that can be entered in this field.
Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this claim policy. This menu is populated with the shortnames that you created for your libraries in the organizational units tree.
Click Save.

Note: The rule of parental inheritance applies to this list.

Create a claim type

The claim type link enables you to specify the reason for a type of claim.

To create a claim type, click on Claim Policies on the Acquisitions Administration splash page.
Create a claim type. No limits exist on the number of characters that can be entered in this field.
Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this claim type. This menu is populated with the shortnames that you created for your libraries in the organizational units tree.
Enter a description. No limits exist on the number of characters that can be entered in this field.
Click Save.

Note: The rule of parental inheritance applies to this list.

Create a claim event type

The claim event type describes the physical action that should occur when an item needs to be claimed. For example, the user should notify the vendor via email that the library is claiming an item.

To access the claim event types, click on Claim Policies on the Acquisitions Administration splash page.
Click New Claim Event Type at the top of the page.
Enter a code for the claim event type. No limits exist on the number of characters that can be entered in this field.
Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this event type. This menu is populated with the shortnames that you created for your libraries in the organizational units tree.
Enter a description. No limits exist on the number of characters that can be entered in this field.
If this claim is initiated by the user, then check the box adjacent to Library Initiated.
Click Save.

Note: The rule of parental inheritance applies to this list.

Create a claim policy action

The claim policy action enables you to specify how long a user should wait before claiming the item.

To access claim policy actions, click on Claim Policies on the Acquisitions Administration splash page.
Click New Claim Policy Action at the top of the page.
Select an Action (Event Type) from the drop-down menu.
Enter an action interval. This field indicates how long a user should wait before claiming the item.
In the Claim Policy ID field, select a claim policy from the drop-down menu.
Click Save.

Note: You can create claim cycles by adding multiple claim policy actions to a claim policy.

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