StaffGuide: Aeon Information for Staff

This guide provides workflows for staff as they use Aeon in Special Collections.

Clearing Users

Users should be cleared upon their first visit to the Reading Room.

Clearing the user indicates the staff member has reviewed the provided information and the user's ID.

In addition, Aeon will prompt staff to review user information and make any necessary updates once a year. Users requesting photocopies or digital reproductions should not be cleared.

To clear a user:

  • Open the user record.
  • Review the researcher's ID.
  • Review the information provided and select the ID type that corresponds with the ID the user presented. Save the record.

After reviewing the researcher's ID and provided information, click on the process ribbon, and select clear user.

aeon screenshot: clear user

Requesting Limits for Researchers

By default, all patron accounts automatically display a blank in the limit field of the user record in the staff client. A blank field indicates that the default limit of 10 active requests will be applied. This limit applies to material and reproduction requests combined.

Patrons may save more requests to the awaiting user review queue, but they cannot submit additional requests until the number of active requests drops below 10.

Staff may override the limit for patrons by either processing individual requests saved but not submitted by patrons or by updating the patron's limit in the staff client. In the limit field, insert the desired limit. To assign no requesting limit to a patron account, insert the number 0.