Process requests for manuscript collections in Aeon, regardless of level of archival description or storage location, at the top container level. For most collections, the top container is a box.

For reproduction requests, generate an invoice at the level of the top container. For most collections, the top container is a box.

Many patron requests for manuscript materials will be submitted as requests at either the folder or item level, requiring staff to merge requests before processing the request(s).

Example: a patron requests 4 folders from 1 box. Merge the 4 requests and process 1 request. A different patron requests 3 folders from 2 boxes. Merge the 2 requests in the same box and process 2 requests.

Note: Step by step instructions for merging requests available from Atlas Systems documentation:

Step 1: Open the patron record and look at the requests. Identify requests that need to be merged. Tip: Sort on the Volume/Box field or Barcode field to easily identify requests in the same top container.

Step 2: Merge requests so that one request remains for each top container. Requests can only be merged two at a time.

Step 3: Process the newly created request for the top container. Do not process the original requests; leave them at the automatically assigned status of “Request Merged.”

Step 1: Open the patron record and look at the requests. Identify requests that need to be merged. Tip: Sort on the Volume/Box field or Barcode field to easily identify requests in the same top container.

Step 2: Merge requests so that one request remains for each top container.Requests can only be merged two at a time.

Step 3: Open the original requests and transfer order information to the new request’s invoice. Make sure that the correct format and number of pages to be reproduced is added.

Step 4: Generate the invoice and process the request.