StaffGuide: Aeon Information for Staff

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

Creating Batch Requests Using Excel

Staff may use an Excel spreadsheet and the Aeon staff client to batch create requests. Use the Excel template linked below (also available on Wright: Aeon: Request Template.xlsx). Make sure to save the file locally before making any edits and to delete the two rows of example data (rows 2 and 3) on the spreadsheet before uploading your file to Aeon.

**Tip: refer to the field mapping page on this guide for more information about what the names of each column mean. Do not delete or rename the fields in row 1 of the spreadsheet!

Use the Aeon staff client to open the user record that the batch requests should be associated with. Click the drop down arrow underneath New request, and upload the file you created with request information. A confirmation box will display the transaction numbers assigned to the new requests.

Use the batch process feature on the Aeon home dashboard, or control click to select all of the transactions and route them as a group.

Additional documentation is available from Atlas on creating batch requests: