proxy borrower ann moloney, cardiff university european enduser helsinki sept 2003
TRANSCRIPT
![Page 1: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/1.jpg)
PROXY BORROWER
Ann Moloney, Cardiff University
European EndUser
Helsinki Sept 2003
![Page 2: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/2.jpg)
What is a proxy borrower?
Someone who borrows material on behalf of someone else… a slave, a ghost
Think of the ‘someone else’ as the sponsor, the master
![Page 3: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/3.jpg)
Some ideas for use
• Research student borrowing for a supervisor
• A courier borrowing on behalf of a business
• A parent who wants to know what the 10 kids are reading
![Page 4: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/4.jpg)
How do you link a proxy to a sponsor?
Very simple!
Call up the sponsor record
![Page 5: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/5.jpg)
Open ‘Patron’ menu
Click on ‘Proxy patron’
![Page 6: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/6.jpg)
Enter the proxy’s barcode…
Set an end date for the period of servitude if you wish…
… then ‘add’ the proxy to the sponsor
![Page 7: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/7.jpg)
![Page 8: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/8.jpg)
You can add as many proxies as you like
![Page 9: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/9.jpg)
How do you check which proxies are linked to a sponsor, outside of the ‘Proxy patron maintenance’ screen?
![Page 10: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/10.jpg)
From the sponsor’s record you can check the proxy list from this tab
![Page 11: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/11.jpg)
Setting up a proxy is as simple as that!
![Page 12: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/12.jpg)
So what happens when the proxy arrives at the Circ desk to do the sponsor’s bidding?
![Page 13: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/13.jpg)
Click on the ‘ghost’ icon. There’s a count of 2
![Page 14: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/14.jpg)
This proxy has two sponsors. Select the one required
![Page 15: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/15.jpg)
Voyager switches to the sponsor’s record to make the charge
![Page 16: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/16.jpg)
That’s about it…
but don’t go just yet.
![Page 17: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/17.jpg)
There’s more to think about!
• How do I find which items proxies have borrowed?
• Not from the proxy’s record, and not from the sponsor’s…
![Page 18: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/18.jpg)
Do an item enquiry, and check the patron icon to find the sponsor and the proxy
![Page 19: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/19.jpg)
Summary so far
• A sponsor can have many proxies• A proxy can have many sponsors• You can set an expiry date on the proxy
relationship (or not)• But there’s no automatic removal
• To charge an item select the sponsor from the ghost icon
• The sponsor’s loan rights apply• Check the proxy ID from a loaned item enquiry
![Page 20: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/20.jpg)
How (and why) we use ‘proxy borrower’ at Cardiff
![Page 21: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/21.jpg)
• Manual system for issuing musical scores to University choir and orchestra members
• The scores are multiple copies obtained on inter library loan
• The Music Librarian wanted to issue these on Voyager without them counting for loan limits
![Page 22: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/22.jpg)
Proxy borrower to the rescue!
• We created • a new patron category called ILL Scores User
• and a new item type called ILL Score
• We added ILL Scores User to the Music Library’s policy group and created a single user:• 91 day loan period for ILLScore
• no upper borrowing limit
![Page 23: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/23.jpg)
• Bib/Item records are created for scores as they arrive from lenders
• University choir and orchestra members are added as proxies to the sponsor record
![Page 24: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/24.jpg)
The ‘sponsor’ record uses barcode 1 (easy to remember)
![Page 25: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/25.jpg)
The Music Librarian adds University choir and orchestra members as proxies
![Page 26: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/26.jpg)
Orchestra member comes to borrow a score…
![Page 27: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/27.jpg)
The item is issued for 91 days and it doesn’t count for the proxy’s loan limit
![Page 28: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/28.jpg)
This gives us a simple, automated way of handling an exceptional routine in one of our libraries
![Page 29: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/29.jpg)
Maintenance …
and things to look out for
![Page 30: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/30.jpg)
All proxies are managed here. You can sort by column heading, add, delete, change an expiry date
![Page 31: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/31.jpg)
Tip 1
• You can see all of a sponsor’s proxies from the sponsor’s patron record
• You cannot see that a patron is a proxy from the proxy patron record
May be a cause for grief!
![Page 32: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/32.jpg)
Barcode 222 is a proxy, but barcode 444 is not
![Page 33: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/33.jpg)
The stolen barcode references the active barcode, which has no proxy link
![Page 34: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/34.jpg)
You can’t edit the barcode in proxy maintenance
![Page 35: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/35.jpg)
So, if you change a barcode, check first if you need to make a new link
![Page 36: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/36.jpg)
Tip 2
• For an item on loan, you can only find who the proxy is from an item enquiry
– So, what if the sponsor wants a list of who has borrowed on their behalf?
![Page 37: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/37.jpg)
We provided some reports for the Music Librarian to run
![Page 38: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/38.jpg)
She can check all loans made by proxies
![Page 39: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/39.jpg)
And she can check for proxy links past their expiry date
![Page 40: PROXY BORROWER Ann Moloney, Cardiff University European EndUser Helsinki Sept 2003](https://reader035.vdocument.in/reader035/viewer/2022070412/56649ebd5503460f94bc64ca/html5/thumbnails/40.jpg)
That’s it!