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If you see the Needs Staff Review queue under the Reading Room Requests heading, that means there are requests awaiting your review. Double click the queue name to see all of the pending requests. 

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Queues do not appear in Aeon unless there is a transaction in that queue. If you don’t see the Needs Staff Review queue, there are no pending requests that need review.

Step 2: Checking restriction status in the finding aid

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Entire box reviewed

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Entire box is open

1. Double click on the blank area near the bottom of the request screen to leave an internal note. Enter “Entire box is open” and click Add.
   

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1. Note

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1. Depending on your screen scale, it may be difficult to see the blank area near the bottom of the request screen. It you cannot see the blank area, try reducing the scale in your display settings (e.g. from 150% to 125%) or doing restrictions review when working at a docking station with a larger monitor.

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2. Route the request using the Place on Hold button in the Home ribbon. If the request is for an activity, the request will just be routed to the activity automatically when you click on the Place on Hold button. If the request is a reading room request or on hold for reference scanning or imagining by the scanning lab, select the appropriate Item On Hold

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1. queue from the drop down options.

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2. Place a green “Open for research” sticker on the box.

Entire box is closed

1. Double click on the blank area near the bottom of the request screen to leave an internal note. Enter the reason for the restriction and click Add.
   

   Note
   Depending on your screen scale, it may be difficult to see the blank area near the bottom of the request screen. It you cannot see the blank area, try reducing the scale in your display settings (e.g. from 150% to 125%) or doing restrictions review when working at a docking station with a larger monitor.

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2. Cancel the request and notify the user

   1. From the Home ribbon in the request screen, click on the Cancel button. Under Reason for Cancellation, choose “Restricted Material.” Check the box for “Send Email

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1. 1. " and then click on the Cancel Request button. 

      Note
      The “Edit Email” box should

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1. 1. be checked automatically after you check the "Send Email" box, but double check that

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1. 1. "Edit Email" is checked before you hit the Cancel Request button

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1. 1. .

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   2. The cancellation notice email template will appear. There’s a lot of text in this email with all of the potential reasons why a request could be cancelled

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1. 1. . Delete all of the text that’s not relevant under the “Reason for cancellation” heading until you are

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1. 1. left with a statement explaining that the material is restricted and when it will open. When you’re done, click on Send Email.
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2. Place a pink "Restricted" folder on the box.

Box is partially open

• Double click on the blank area near the bottom of the request screen to leave an internal note. Enter a brief note indicating that the box is partially open and how many folders are restricted. If the restricted folders are grouped together at the back of the box, indicate this, as well.
• If you have reason to believe that the user is only interested in the specific folder that they requested and that folder is restricted, notify the user and cancel their request following the steps in the “Entire box is closed” workflow. If you think that there are other folders in the box that the user may be interested in, route the request using the Place on Hold button as indicated in the “Entire box is open” instructions.
• Place a yellow “Check for restricted materials” sticker on the box. If the folders in the box are not clearly marked as “ok” or restricted, write those indications on the folders.
  
  

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