Setting up automatic sorting of self-service items

When items have been checked in using self-service machines, the returned items can be sorted automatically using sorting rules. Quria can be configured for automatic sorting under Settings/Circulation and notifications/Self-service sorting rules.

When you select an organisational level/workplace, you will see an overview of the sorting rules that apply to this level. If you start to add a rule set for a specific organisation/workplace you have to specify all needed rules for the rule set.

If no rules are set up for a specific organisation/workplace, you will get information about what rule set will be used for the selected organisation/workplace.

Note:
The bin name that you enter must correspond to an existing sorting bin in the machine.

Sorting can be configured on account, authority, branch and workplace level, and according to three different priorities:

  1. Trapped items

  2. Incoming ILL/Temporary items

  3. General sorting rules

Trapped items

Click Add rule and specify pick-up branch for the item and the name of the bin.

Incoming ILL

Click the pen and determine if incoming ILL items should be sorted or not. If you choose to sort incoming ILL items, enter the name of the bin.

Temporary items

Click the pen and determine if temporary items should be sorted or not. If you choose to sort temporary items, enter the name of the bin.

General sorting rules

Click Add rule and select account, authority or branch and make settings related to item details. The settings are evaluated in the following order:

  • Department (if branch is selected)

  • Section

  • Item shelf

  • Main entry

  • Item types

  • Manifestation types

  • Languages

Then specify the name of the bin.

In addition to detailed sorting rules, you should create a general sorting rule per setup that covers all items belonging to your own account. This will make sure that all items will get a bin when checked in using the self-service machine.