Chapter 16. Claiming

Table of Contents

Create a claim policy
Create a claim type
Create a claim event type
Create a claim policy action

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.

  1. To create a claim policy, click Admin → Server Administration → Acquisitions → Claim Policies.
  2. Create a claim policy name. No limits exist on the number of characters that can be entered in this field.
  3. 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 (See Admin → Server Administration → Organizational Units).

    Note

    The rule of parental inheritance applies to this list.

  4. Enter a description. No limits exist on the number of characters that can be entered in this field.
  5. Click Save.