RforP: Difference between revisions

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When the people would like the library to add an item to the collection, they complete a webform[http://pre.mfrl.org/request.php?ineed=items].  Through an auto-generated email sent to req-purchase@mfrl.org, a ticket is created in a task ticket system. The ticket system will manage the request for the remainder of the process.
==Overview==
When patrons would like the library to add an item to the collection, they complete a webform[http://www.mfrl.org/request.php?ineed=items].  Through an auto-generated email sent to the RforP system, a ticket is created. The ticket system will manage the request for the remainder of the process.


==Format==
==Format==
Nobody really "sees" the email - it just defines the characteristics of the ticket.
Nobody really "sees" the auto-generated email to the RforP system - it just defines the characteristics of the ticket.


Subject line shall be:   
Subject line is:   
*[RP] ''plus''
*[RP] ''plus''
*first 15 characters of title (excluding The / A / An) ''plus'' pipe ''plus''
*first 20 characters of title (excluding The / A / An) ''plus'' pipe ''plus''
*format [Book| DVD | Game | eBook | Audio | Book-CD | Music CD]
*format [Book| DVD | Game | eBook | Audio | Book-CD | Music CD]
Example: [RP] dogs can run | eBook
Example: [RP] dogs can run | eBook


The first line of the body may include the following tags:
*If the contact choice is ''Phone'', the first line includes '''[Add Collaborator]''' plus Branch Super/Asst email addresses
*If the contact choice is ''No Contact'', the tag '''[No Contact]''' is included
*If the request initiated from a building's network (likely by staff, but could be from public wireless, etc) '''[within XX]''' is displayed, where XX is the branch initials.
*If format = eBook or Audiobook, tag '''#electronic''' is included
*If not #electronic and Audience = Teens or Kids, ticket is tagged '''#physicalyouth'''
*If format = Game, ticket is tagged '''#physicalyouth'''


If the contact choice is ''Phone'', the first line should include '''[No Email Address]'''
Second line is the requestor's IP address, should it be needed for IT.
 
If the contact choice is ''No Contact'', the first line should include '''[No Contact]'''
 


==Who gets the ticket?==
==Who gets the ticket?==
*If Format = eBook or Audiobook, the first line of the email should be #electronic (will get routed to KK)
*'''<nowiki>#</nowiki>electronic''' is routed to KK
*If Format = Game, the first line of the email should be #physicalyouth (will get routed to SP)
*'''<nowiki>#</nowiki>physicalyouth''' is routed to SP
*If not #electronic and Audience = Teens or Kids, then first line of the email should be #physicalyouth (will get routed to SP)
*Otherwise, notice will go to the "Team" called ''Level I''.  Generally, this is Technical Services Staff.
*Otherwise, notice will go to RS/LS (Techstaff) as a "Team".


When a ticket is created:
When a ticket is created:
*Ticket Assignee gets an email
*Patron gets ''Purchase Request Case Opened [#RP123456]'' email.  Terminology:  Ticket system calls patron the "ticket owner" and/or "user".
*Patron gets an email.  Terminology:  Ticket system calls patron the "ticket owner".
*Ticket Assignee gets ''Ticket Assigned to you'' email  Terminology:  MFRL employees are called "agents".
**If the ticket goes to the Techstaff Team, all team members receive an email.
**One member of the team should claim the ticket.


VR will have access to the system as a backup for Techstaff team.
VR has access to the system as a backup for Techstaff team.


Branch managers won't have access to ticket system, but may be referenced as "contributor".  This will allow them to get emails when patrons need to be contacted by phone.
Branch managers won't have access to ticket system, but may be referenced as "contributor".  This will allow them to get emails when patrons need to be contacted by phone.
==Acting on the ticket==
See the [[Acting on tickets|Acting on Tickets]] page

Latest revision as of 15:02, 1 November 2022

Overview

When patrons would like the library to add an item to the collection, they complete a webform[1]. Through an auto-generated email sent to the RforP system, a ticket is created. The ticket system will manage the request for the remainder of the process.

Format

Nobody really "sees" the auto-generated email to the RforP system - it just defines the characteristics of the ticket.

Subject line is:

  • [RP] plus
  • first 20 characters of title (excluding The / A / An) plus pipe plus
  • format [Book| DVD | Game | eBook | Audio | Book-CD | Music CD]

Example: [RP] dogs can run | eBook

The first line of the body may include the following tags:

  • If the contact choice is Phone, the first line includes [Add Collaborator] plus Branch Super/Asst email addresses
  • If the contact choice is No Contact, the tag [No Contact] is included
  • If the request initiated from a building's network (likely by staff, but could be from public wireless, etc) [within XX] is displayed, where XX is the branch initials.
  • If format = eBook or Audiobook, tag #electronic is included
  • If not #electronic and Audience = Teens or Kids, ticket is tagged #physicalyouth
  • If format = Game, ticket is tagged #physicalyouth

Second line is the requestor's IP address, should it be needed for IT.

Who gets the ticket?

  • #electronic is routed to KK
  • #physicalyouth is routed to SP
  • Otherwise, notice will go to the "Team" called Level I. Generally, this is Technical Services Staff.

When a ticket is created:

  • Patron gets Purchase Request Case Opened [#RP123456] email. Terminology: Ticket system calls patron the "ticket owner" and/or "user".
  • Ticket Assignee gets Ticket Assigned to you email Terminology: MFRL employees are called "agents".
    • If the ticket goes to the Techstaff Team, all team members receive an email.
    • One member of the team should claim the ticket.

VR has access to the system as a backup for Techstaff team.

Branch managers won't have access to ticket system, but may be referenced as "contributor". This will allow them to get emails when patrons need to be contacted by phone.

Acting on the ticket

See the Acting on Tickets page