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.

  1. To access the claim event types, click Admin → Server Administration → Acquisitions → Claim event type.
  2. Enter a code for the claim event type. 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 event type. 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. If this claim is initiated by the user, then check the box adjacent to Library Initiated.

    Note

    Currently, all claims are initiated by a user. The ILS cannot automatically claim an issue.

  6. Click Save.