General considerations

  • Please see the polices and guidelines in  Service Points: Requesting prior to creating any new service points.
  • The creation of all new service points need to be coordinated with Library Annex Supervisor.

Creating a service point

  1. In the Service points pane, click New.
  2. In the New service point window, enter a Name for the service point. The name must be unique to CUL’s FOLIO tenant.
  3. Enter a Code. The code is the machine readable name of the service point and must be unique to CUL’s FOLIO tenant.
  4. Enter a Discovery display name. This name is used in discovery services to identify the service point to patrons. It does not have to be unique. Discovery display names should follow the naming conventions in CUL’s style guide. “Staff Use Only” should be entered for service points which will not appear as a pickup location in Blacklight, and the name should begin with "Special Delivery Program:" if the location will appear as a pickup option in Blacklight only to users in Remote Delivery Database
  5. (Optional): Enter a Description of the service point. The description only appears in Settings.
  6. (Optional): Enter the location’s Shelving lag time (minutes). This number is used to set expectations for how long until materials returned to this service point are reshelved. At CUL, we generally use 4320 for this value.
  7. (Optional): Select whether the service point is a Pickup location. If the service point is a pickup location, it appears as a Pickup location option for patrons in the Requests and Users app. If you select Yes, you must enter a Hold shelf expiration period, which determines how long materials are available for pickup on the hold shelf. At CUL, we generally use 9 days for this value.
  8. (Optional): Select the Hold, Pick slip, Request delivery, and/or Transit checkboxes to determine which staff slips print by default for this service point. At CUL we generally select Yes for all of these values.
  9. Click Save & close. A confirmation message appears and the service point is created.

Post creation

  • Assign a Fee/Fine - Owners to prevent unexpected errors from occurring, even if we do not expect fines to accrue for items associated with that service point.
  • Create or assign a Calendar
  • Assign Shelving location (TODO)

Updating a service point


Deactivating a service point

  • No labels